For example, Sarah Jones’s manager needs her to track a marketing promotion for Cholecap. Sarah creates a campaign, adds her accounts, and tracks the information.
Customers can extend the out-of-the-box campaign functionality using standard configuration to meet their unique business needs.
Configuring Veeva CRM Campaigns
Ensure initial configuration is complete to use this functionality.
To enable Veeva CRM Campaigns:
Grant the following permissions:
Object OLS Record Type Fields FLS
Add the Apply_Account_List _vod custom button to the Campaign Targets related list if users are allowed to apply all the accounts from a stored Account List on Veeva CRM online.
Using Veeva CRM Campaigns
In the Lightning Experience, admins must ensure the Campaign Targets Related List is not an enhanced related list to view the updated account list immediately after selecting the Apply Account List button. See Getting Started with Veeva CRM and Lightning for more information about the Lightning Experience.
Campaigns can be created only on the online platform.
Add VMobile Object Configuration records for the Campaign_vod and Campaign_Target_vod objects. It is good practice to limit the records being synchronized to only those that are active. For example, set the Where Clause for the Campaign_vod object to “WHERE Campaign_vod_r.Start_Date_vod__c <= TODAY AND Campaign_vod_r.End_Date_vod__c > TODAY”.
Add a custom tab tied to the Campaign_vod object and expose it for profiles that should have access to the Campaigns tab online. Profiles that have read privileges on the Campaign_vod object automatically have access to the Campaigns tab.