Create a New Record of Calendar Tab Settings
Calendar tab settings are responsible for the visibility of the CT CPG Calendar tabs. Create a customized calendar tab view for required user roles and profiles.
We recommended the following visibility of the tabs:
| Representative | Supervisor / Manager | Administrator |
|---|---|---|
The representative should have the ability to manage their activities and Activity Reports.
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The supervisors should have the ability to view representatives' activities, train representatives, and estimate their work by using Joint Visit Reports.
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The administrator should have the ability to customize Calendar for each user role and creates the list views.
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Create a Calendar Tab Settings Record
To create a new calendar tab setting:
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Go to Setup → Custom Code → Custom Settings.
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Click Manage next to Calendar Tab Settings.
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On the next page, click New to create a new record or click Edit to manage the global record for the whole Salesforce organization:
Read the description of each parameter here.
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Specify The Default Tab to open when a user goes to the Calendar tab;
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Select available tabs to view according to the user role, for example, Hierarchy View Tab and List Views Tab.
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Click Save.
The setup is complete.