---
schema_version: "1"
id: 72baa6aabda0b9df7ea29c50995cfbaed77ed7701d58fe35c44f8977f6f1e001
title: Create an Occasion Setting
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/safety_cloud_occasion_settings_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.safety_cloud_occasion_settings_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5648aceb5c86e894ec3f048d37a4cff64f3cd6e67a68bf06c28d2dcad89da00b
description: Use Occasion Settings to specify the details of the Health Verification form and the Health Verification records that Safety Cloud creates when a user submits the form.
products:
  - Salesforce Platform
release: "264"
---
# Create an Occasion Setting

Use Occasion Settings to specify the details of the Health Verification form and the Health Verification records that Safety Cloud creates when a user submits the form.

For each Health Verification form that shows a visitor’s or employee’s proof of vaccination, proof of a rapid test, or proof of P90, you must create a unique Occasion Setting record.

Each Occasion Setting configuration has its own set of labels and rules and regulations that determine the layout of the Health Verification form’s user interface. They also determine the associated health verification processing on the backend.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-vaccine_cloud-264-0-0-production-enus/efba81cf-4df2-478b-9074-4524c9b354ed/images/icon_note.png)

Note You’re allowed only one Occasion Rule & Regulation per Occasion Setting.

In each Occasion Setting record, you can configure details like the Health Verification form name and the graphic to include and which verification types are acceptable for the Occasion Setting.

Any graphic used by Health Verification must be stored as a static resource.

To create an Occasion Setting, complete these steps.

1. From the Occasion object, click **Related**.
2. From the Occasion Settings section, click **New.**
3. Enter an Occasion Setting Name.
4. Enter an Event Date.
5. Create an Occasion Rule & Regulation for an Occasion Setting.
    
    For instructions, see [Create Occasion Rules and Regulations for an Occasion Setting](https://help.salesforce.com/s/articleView?id=service.safety_cloud_occasion_settings_rules_reg.htm&release=264.0.0&type=5 "Use the Occasion Rules & Regulations that come with Safety Cloud to stipulate which verification methods and vaccination and testing time ranges are acceptable for Health Verification. You can also configure your own Occasion Rules & Regulations based on event-specific requirements.").
6. Save your changes.

- **[Add a Logo for an Occasion Setting](https://help.salesforce.com/s/articleView?id=service.safety_cloud_occasion_static_resource_upload.htm&release=264.0.0&type=5)**  
    You can add an image to the included static resource for an Occasion Setting. Images can include graphical elements such as a company logo or other images to enhance or customize the form’s appearance. Adding a logo or other image to the Occasion Setting is optional.
- **[Create Occasion Rules and Regulations for an Occasion Setting](https://help.salesforce.com/s/articleView?id=service.safety_cloud_occasion_settings_rules_reg.htm&release=264.0.0&type=5)**  
    Use the Occasion Rules & Regulations that come with Safety Cloud to stipulate which verification methods and vaccination and testing time ranges are acceptable for Health Verification. You can also configure your own Occasion Rules & Regulations based on event-specific requirements.

#### See Also

- [Create an Occasion](https://help.salesforce.com/s/articleView?id=service.safety_cloud_occasion_object_setup.htm&release=264.0.0&type=5 "Use the Occasion Object that comes with Safety Cloud to create Health Verification configurations specific to an event.")
- [Create Occasion Access Settings](https://help.salesforce.com/s/articleView?id=service.safety_cloud_occasion_access_settings.htm&release=264.0.0&type=5 "Use Occasion Access Settings to specify the date range for which the QR code is valid. Also use it to specify the type of test or vaccination combinations required for generating a QR code URL and adding it to the Health Verification record.")
- [Set up a Digital Experience Site with the Health Verification Form](https://help.salesforce.com/s/articleView?id=service.vaccine_packages_digital_ex_site_setup_hv.htm&release=264.0.0&type=5 "The Safety Cloud Template package includes an LWC component that contains the Health Verification form. If you installed the Template Package, you must set up the Digital Experience to host the LWC component on an unauthenticated site so your users can access it.")