Veeva Link Integration
- Browser (Classic)
- Windows Tablet
Veeva Link enables users to uncover new opportunities and orchestrate meaningful interactions between Veeva’s customers and accounts by compiling profiles of experts and activities into a single view across teams and geographies. Veeva CRM customers who subscribe to Veeva Link can provide their users with a quick and easy way to open Veeva Link profiles from account detail pages.
For example, Sarah Jones’ company subscribes to Veeva Link for KOL profiles. Sarah mainly uses CRM to view important information about her accounts, but in some cases, she needs to see more detailed information that is not stored in CRM—for example, publication details or clinical trial participation information on a KOL account. She selects the Veeva Link URL on the KOL’s Account Detail page to view the Veeva Link profile.
Configuring Veeva Link Integration
Ensure initial configuration is complete to use this functionality.
To enable this feature:
Grant users the following permissions:
Object OLS Record Type Fields FLS
End users: read
Place the VL_Link_vod field on the appropriate Account page layouts.
Accessing Veeva Link
To access a Veeva Link profile from an account page, select the View Profile link displayed in the VL_Link_vod field.
The account’s Veeva Link profile displays.