lsc-events-management

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• SKILL.md

SKILL.md (first lines)

## How to Answer Events Management Questions

**Always call MCP tools to get sourced documentation and verify schema before answering.** The Events Management feature was new in LSC 262 and is sparsely documented — assume your training data is incomplete and verify with `describe_sobject` and `run_soql`.

| User asks about... | Call this tool |
|---|---|
| General concepts, workflow path, checklist scripts | `get_lsc_module_docs({ module: "generic-workflow" })` |
| Specific event topic (any) | `search_lsc_knowledge({ query: "<topic>" })` |
| Schema of a specific event entity | `describe_sobject({ objectName: "MngEvent" })` |
| Existing data | `run_soql({ query: "SELECT ... FROM MngEvent ..." })` |
| Picklist values on a Status / Mode / Type field | `run_apex` with `Schema.<Object>.<Field>.getDescribe().getPicklistValues()` |
| Mobile cache config | `list_db_schema({ filter: "MngEvent" })` |
| Validating mobile config | `audit_mobile_config()` |

---

## Data Model — the headline entities

The Events feature centers on `MngEvent` ("Managed Event"). It is a **standard LSC entity**, not custom (no `__c` suffix). Sub-entities follow a `MngEvent*` prefix.

| Entity | Purpose | Notes |
|---|---|---|
| **`MngEvent`** | The event record itself (Speaker Event, Webinar, etc.) | Has Status, Mode, EventStructure, EstimatedBudget, ComplianceAgreementStatus, EventLocationId (Account or Location), and the workflow `Status` field |
| **`MngEventType`** | Catalog of event types (Speaker Event, Webinar) | TargetTemplate ∈ `SpeakerMeeting`, `Presentation`, `DisplaysAndExhibits`, `Sponsored` |
| **`MngEventParticipant`** | Speakers + attendees on an event | `ParticipantId` is polymorphic (Account/Contact/Lead/Expert/User/PartyProfile). `ParticipantType` is free-form picklist. `EventMgmtPtcpTypeRoleMapId` is the only writable type/role linkage — `EventMgmtParticipantTypeId` and `EventMgmtParticipantRoleId` are auto-derived (read-only on insert). |
| **`MngEventResource`** | Venue, catering, A/V, speaker travel | `ResourceType` is free-form picklist (e.g., Venue, Catering, AudioVisual, Travel). `SelectedLocationId` references `Location`. |
| **`MngEventProduct`** | Products on an event | Uses `ProductReferenceRecordId` (polymorphic), **not** `ProductId` |
| **`MngEventBudget`** | Junction Event ↔ Budget | Has `AllocatedAmount` |
| **`MngEventTerritory`** | Junction Event ↔ Territory2 | |
| **`MngEventSession`** | Sub-sessions within an event | |
| **`EstimatedExpense`** | Estimated expense lines | Linked to event via polymorphic `ExpenseSourceId` (NOT `MngEventId`) |
| **`EstimatedExpensePtcpAlloc`** | Allocates an EstimatedExpense across participants | `MngEventId` is **read-only / auto-derived**; `ParticipantId` is the writable lookup to `MngEventParticipant` |

### Configuration entities

| Entity | Purpose | Required fields on insert (besides Name) |
|---|---|---|
| `EventMgmtParticipantType` | Speaker / Attendee categories | `Type` (free-form), `StandardType` (Expert / Attendee / Colleague / etc.) |
| `EventMgmtParticipantRole` | KOL / Tier 1 / Internal Medicine / etc. | `Role` (free-form), `StandardRole` (Expert / Attendee / Organizer / etc.) |
| `EventMgmtPtcpTypeRoleMap` | Junction: Type ↔ Role per `MngEventTypeId` | `Name`, `MngEventTypeId`, `EventMgmtParticipantTypeId`, `EventMgmtParticipantRoleId`, `IsActive` |
| `EventMgmtSvcSpclzn` / `Tier` | Speaker service classification + tiers | |
| `EventMgmtFairMarketValue` | FMV ranges per tier | |
| `ExpenseType` | Dinner / F&B / Speaker Fee / A/V / Travel | `AllocationType` ∈ `GroupAllocation`/`IndividualAllocation`/`MultipleAllocations`/`NotApplicable`; `Classification` ∈ `Estimate`/`Actual`; `ExpenseAvailabilityType` ∈ `Visit`/`ManagedEvent`/`ManagedEventAndVisit` |
| `Budget` / `BudgetMngEventType` | Event budgets and their event-type linkage | |

### Sharing model
| Entity | OWD |
|---|---|
| `LifeSciStageObject` | Private |
| `LifeSciStageAction` | Private |
| `LifeSciStagePath` | ControlledByParent |
| `LifeSciStageValue` | ControlledByParent |
| `LifeSciStageOperation` | ControlledByParent |

The two `Private` entities **must** be shared (owner-based rule with `<allInternalUsers/>` on both `<sharedFrom>` and `<sharedTo>` at Read access) or non-admin users see the error: *"We couldn't load the workflow path for this record. Ask your Salesforce admin for help."*

Criteria-based sharing is **not supported** on these — use `<sharingOwnerRules>`.

---

## Workflow Path (the Draft → Pending Approval → Approved progress bar)

The visual stage tracker shown on the `MngEvent` record page is driven by Generic Workflow (LSC Workflow Management), **not** by picklist values alone.

### Required artifacts (in order)

1. **Picklist values on `MngEvent.Status`** — the controlling field. `MngEvent.Status` is a standard field tied to the `ManagedEventStatus` `StandardValueSet`. Add stage values via metadata deploy:

```xml
<!-- standardValueSets/ManagedEventStatus.standardValueSet-meta.xml -->
<StandardValueSet xmlns="http://soap.sforce.com/2006/04/metadata">
    <sorted>false</sorted>
    <standardValue><fullName>Draft</fullName><default>true</default><label>Draft</label></standardValue>
    <standardValue><fullName>Pending Approval</fullName><default>false</default><label>Pending Approval</label></standardValue>
    <standardValue><fullName>Approved</fullName><default>false</default><label>Approved</label></standardValue>
    <standardValue><fullName>Closed</fullName><default>false</default><label>Closed</label></standardValue>
    <standardValue><fullName>Cancelled</fullName><default>false</default><label>Cancelled</label></standardValue>
</StandardValueSet>
```

⚠ Do **not** try to add a `<valueSet>` to `MngEvent.Status` field XML — `Status` is a standard field and the metadata API rejects custom valuesets on standard fields with: *"You cannot define picklist, globalPicklist, or valueSet on a standard field. Use StandardValueSet instead."*

2. **`LifeSciStageObject`** — registers MngEvent as workflow-enabled.

```apex
LifeSciStageObject so = new LifeSciStageObject(
    Name = 'MngEvent',
    ObjectName = 'MngEvent',
    IsControlledByStagePath = true
);
insert so;
```

3. **`LifeSciStagePath`** — ties the stage object to a controlling field.

```apex
LifeSciStagePath sp = new LifeSciStagePath(
    Name = 'Managed Event Workflow',
    LifeSciStageObjectId = so.Id,
    FieldApiName = 'Status',     // NOT 'StatusFieldApiName'
    Status = 'Active'
);
insert sp;
```

4. **`LifeSciStageValue`** — one record per stage. **Order is implicit by creation order**; there is no `OrderNumber` field. Insert in workflow order.

```apex
insert new List<LifeSciStageValue>{
    new LifeSciStageValue(Name='Draft',            FieldValue='Draft',            LifeSciStagePathId=sp.Id),
    new LifeSciStageValue(Name='Pending Approval', FieldValue='Pending Approval', LifeSciStagePathId=sp.Id),
    new LifeSciStageValue(Name='Approved',         FieldValue='Approved',         LifeSciStagePathId=sp.Id),
    new LifeSciStageValue(Name='Closed',           FieldValue='Closed',           LifeSciStagePathId=sp.Id),
    new LifeSciStageValue(Name='Cancelled',        FieldValue='Cancelled',        LifeSciStagePathId=sp.Id)
};
```

5. **`lsc4ce:LifeSciStagePathContainer` component** placed on the Lightning Record Page (FlexiPage) for `MngEvent`.

From SalesforceLabs/lsc-for-claude, Apache-2.0.

More from SalesforceLabs/lsc-for-claude