Summer 2018

If you are upgrading from an earlier version:

Immediately after installing the upgrade, perform the following steps to keep Events Rx operational.

1. Edit the Profile of the Events Site Guest User

• Edit the Profile of the Events Site Guest User and give that profile Field Level Security “Read” access to these fields:
  • On the Campaign object:
    • ERx_Events__Mutually_Exclusive_Group__c
    • ERx_Events__Mutually_Exclusive_Warning_Attended__c
    • ERx_Events__Mutually_Exclusive_Warning_Registered__c
  • On the Visit Series object:
    • ERx_Events__Visit_Registration_Template__c
    • ERx_Events__Lead_Source__c
  • On the Visit Activity Series object:
    • ERx_Events__Order_Number__c

2. Enable the new Campaign “Clone” functionality

For the Salesforce Classic environment

Override the standard Campaign “Clone” button with the custom Visualforce page called “CampusCampaignClone” like this:

For the Salesforce Lightning Experience

Create a new Campaign Button with these settings, as shown in the screenshot below

• Label: “Clone”
• Display Type: “Detail Page Button”
• Behavior: “Display in existing window without sidebar”
• Content Source: “Visualforce Page”
• Content: “CampusCampaignClone [ERx_Events__CampusCampaignClone]”

Edit the Campaign Page Layout called “Campus Campaign Layout” and drag your new button from the palette section “Mobile & Lighting Actions” into the the page layout section “Salesforce Mobile and Lighting Experience Actions” as shown here:

3. Review/Edit new “Mutually-Exclusive Event” default messages

Mutually-Exclusive Event” default messages are stored in the Custom Setting record called “DEFAULTS” in the Custom Setting called “Events Rx”.

• These warning messages appear when a user has already registered for or attended one of a set of Mutually-Exclusive campaigns and then attempts to register for another one, like this:

• As shown above, the message is preceded by the name of the Campaign of which the user is already a Campaign Member.
• The messages can be customized on each individual campaign, but the defaults—stored in the Custom Setting—will be used for all “Mutually-Exclusive” Events unless changed on the individual Campaign record.

Mutually Exclusive Warning - Attended message

• On installation, the default message is initially set to: “You have already attended the above-mentioned event, which duplicates the event for which you are trying to register; so you are not authorized to register for this event.”

Mutually Exclusive Warning - Registered message

• On installation, the default message is initially set to: “You are registered for the above-mentioned event, which duplicates the event for which you are trying to register. Press ‘Continue’ to cancel the above-mentioned registration and register for this event or press ‘Cancel’ to go to the Event Listing page.”