Decoupled Data Change Requests

  • iPad
  • Online
  • Windows

CRM customers can use native Data Change Request functionality on the Account_vod, Address, and Child_Account_vod objects. This feature is available independent of a Veeva Network subscription.

When DCRs are created independently of Veeva Network, they are created with the status Submitted. How these DCRs are reviewed, approved, and flow into CRM and other systems must be separately configured based on your organizational master data processes.

For example, Sarah Jones has an account, Dr. Clinton Ackerman, who moved to a new office. She submits a DCR to change the address on his account.

Configuring Decoupled Data Change Requests

Ensure initial configuration is complete to use this functionality.

To enable this feature: 

  1. Grant users the following permissions: 

    Object OLS Record Type Fields FLS

    Data_Change_Request_vod

    C

    • Account_vod
    • Address_vod
    • Child_Account_vod

    n/a

    n/a

    Data_Change_Request_Line_vod

    C

    all

    n/a

    n/a

    DCR_Field_Type_vod

    Admin: C

    End Users: R

    n/a

    n/a

    n/a

  2. Enable the Data_Change_Request_Mode_vod Veeva Setting with a value of 1.
  3. Verify the Network_Customer_Master_Mode_vod Network Setting is 0, which is the default value.
  4. Create or activate existing VMOC records for Data_Change_Request_vod, Data_Change_Request_Line_vod, and DCR_Field_Type_vod.
  5. Grant VisualForce page access to the following pages:

    • Edit_Account_DCR_vod
    • Edit_Address_DCR_vod
    • Edit_Child_Account_DCR_vod
    • New_Address_DCR_vod
    • New_Child_Account_DCR_vod
    • New_Parent_Account_DCR_vod
  6. Configure which fields generate DCRs. For instructions, see DCR Configuration.
  7. Set up the Account page layout.

    • Remove the Edit button
    • Add the Edit Account DCR button
  8. Set up the Address related list on the Account object.

    • Remove the New button
    • Add the New Address DCR button
  9. Set up the Members related list on the Account object.

    • Remove the New button.
    • Add the New Child Account DCR button.
  10. Set up the Member Of related list on the Account object.

    • Remove the New button.
    • Add the New Parent Account button.
  11. Set up the Address page layout.

    • Remove the Edit button.
    • Add the Edit Address DCR button.
  12. Set up the Child Account page layout.

    • Remove the Edit button.
    • Add the Edit Child Account DCR button.

When DCRs are created independently of Veeva Network, they are created with the status Submitted. How these DCRs are reviewed, approved, and flow into CRM and other systems must be separately configured based on your organizational master data processes.

Edit Override for DCR Enabled Objects

The edit action on the Account and Address_vod objects can be overridden to use the Data Change Request interface and enable a consistent user experience across the CRM application. This logic respects the Edit DCR button's appearance on the layout to determine if the Data Change Request edit interface or the normal Salesforce.com edit is being used. As with any edit action override in Salesforce.com, the in-line edit capabilities for the specific object is disabled org-wide. 

Configuring Edit Override for DCR-Enabled Objects

  1. Navigate to the Button, Links, and Actions section for the Account and Address_vod objects.

  2. Select Edit and override the button with the Edit_Account_DCR_vod VisualForce page.
  3. Select Save