Configuring Accounts

Initial configuration includes the setup of all default functionality for Accounts. Advanced functionality requires additional configuration.

To configure Accounts, complete the following steps:

  1. Verify established territories exist. Displaying My Accounts requires an established Territory Hierarchy with users and accounts assigned to territories. For more information, see Territory Management.
  2. Grant the following permissions for all users:
  3. Object OLS Record Types Fields FLS

    Account

    CRUD

    all

    Beds

    Departments

    Account_Call_Info_vod

    Account_Class_vod

    Account_Group_vod

    Account_Identifier_vod

    Account_Plan

    Account_Search_Business_vod

    Account_Search_FirstLast_vod

    Account_Search_LastFirst_vod

    Account_Type

    AHA

    Alternate_Name_vod

    Approved_Email_Opt_Type_vod

    ATL_Last_Update_Date_Time_vod

    Audit_Performed

    Best_Phone_Number

    Business_Description

    Business_Professional_Person_vod

    Call_Reminder_vod

    Career_Status_vod

    CLM_Opt_Type_vod

    Color_vod

    Commercial_Patient_Days_1000

    Commercial_Premiums_PMPM

    Contracts_Process

    ControlBox_vod

    Country_vod

    Country_Code_vod

    Credentials_vod

    Customer_Master_Status_vod

    Default_Inventory_Monitoring_Type_vod

    Default_Order_Type_vod

    Do_Not_Call_vod

    Do_Not_Create_Child_Account_vod

    Do_Not_Sync_Sales_Data_vod

    Enable_Restricted_Products_vod

    Exclude_from_Zip_to_Terr_Processing_vod

    External_ID_vod

    Formatted_Name_vod

    Furigana_vod

    Gender_vod

    HMO

    HMO_POS

    HMO_Market_Shr

    Hospital_Type_vod

    ID_vod

    ID2_vod

    Inventory_Monitoring_Type_vod

    Investigator_vod

    KOL_vod

    Language_vod

    Master_Align_Id_vod

    ME

    Medicaid

    Medical_Expenses_PMPM

    Medical_Loss_Ratio

    Medicare

    Middle_vod

    Mobile_ID_vod

    Model

    National_Company_ID_vod

    National_Healthcare_ID_vod

    Net_Income_Loss_000

    No_Orders_vod

    NPI_vod

    Offerings

    Order_Type_vod

    Payer_Id_vod

    PDRP_Opt_Out_vod

    PDRP_Opt_Out_Date_vod

    Photo_vod

    PMPM_Income_Loss_000

    PPO

    PPO_POS

    Practice_at_Hospital_vod

    Practice_Near_Hospital_vod

    Preferred_Name_vod

    Regional_Strategy

    Restricted_Products_vod

    Sample_Default_vod

    Segmentations_vod

    Speaker

    Specialty_1_vod

    Group_Specialty_1_vod

    Group_Specialty_2_vod

    Specialty_2_vod

    Spend_Amount

    Spend_Status_vod

    Spend_Status_Value_vod

    Suffix_vod

    Target

    Tax_Status

    Total_Lives

    Total_MDs_DOs

    Total_Pharmacists

    Total_Physicians_Enrolled

    Total_Revenue_000

    Total_Sent_Message_vod

    Union_Id_vod

    Country_User_vod

    VeevaID_vod

    VL_Link_vod

    VL_URL_vod

    at least read

    Territory_vod

    Territory_Test_vod_vod

    Primary_Parent_vod

    edit

    Account_List_vod C n/a n/a n/a

    Account_List _Item_vod

    C

    n/a

    n/a

    n/a

    Account_Overview_Layout_vod

    R

    n/a

    zvod_Timeline_Engage_vod

    read

    Address_vod

    CRU

    all

    • Account_vod
    • Address_line_2_vod
    • Appt_Required_vod
    • Billing_vod
    • Brick_vod
    • Business_vod
    • City_vod
    • Comment_vod
    • Controlled_Address_vod
    • Controlling_Address_vod
    • Country_vod
    • Customer_Master_Status_vod
    • Entity_Reference_Id_vod
    • External_ID_vod
    • Fax_vod
    • Fax_2_vod
    • Home_vod
    • Inactive_vod
    • Include_in_Territory_Assignment_vod
    • Latitude_vod
    • License_vod
    • License_Expiration_Date_vod
    • License_Status_vod
    • License_Valid_To_Sample_vod
    • Lock_vod
    • Longitude_vod
    • Mailing_vod
    • Map_vod
    • Master_Align_Id_vod
    • Mobile_ID_vod
    • Network_CDS_Entity_ID_vod
    • Network_DEA_Entity_ID_vod
    • Network_Distributor_Entity_ID_vod
    • Network_License_Entity_ID_vod
    • Network_RXA_Eligible_vod
    • No_Address_Copy_vod
    • Office_Notes_vod
    • Phone_vod
    • Phone_2_vod
    • Primary_vod
    • Network_Sample_Eligibility_vod
    • Sample_Send_Status_vod
    • Sample_Status_vod
    • Shipping_vod
    • Source_vod
    • Staff_notes_vod
    • State_vod
    • Zip_vod
    • Zip_4_vod

    at least read

    Best_Times_vod

    edit

    Address_Coordinates_vod

    CRUD

    iOS_vod

    • Address_vod
    • GeoCode_Fail_vod
    • Last_GeoCode_Date_vod
    • Latitude_vod
    • Longitude_vod
    • User_Detail_vod

    edit

    Affiliation_vod

    CRU

    n/a

    • Role_vod
    • To_Account_Name_vod
    • To_Account_Record_Type_vod

    read

    Child_Account_vod

    CRUD

    n/a

    • Alternate_Name_vod
    • Best_Times_vod
    • Child_Account_vod
    • Child_Account_Identifier_vod
    • Child_Account_Search_LastFirst_vod
    • Child_Affiliation_Count_vod
    • Child_Alternate_Name_vod
    • Child_Furigana_vod
    • Child_Name_vod
    • Child_Record_Type_vod
    • Copy_Address_vod
    • Customer_Master_Status_vod
    • External_ID_vod
    • External_Key_vod
    • Formatted_Name_Furigana_vod
    • Hierarchy_Type_vod
    • Location_Identifier_vod
    • Master_Align_Id_vod
    • Mobile_ID_vod
    • Network_Primary_vod
    • Parent_Child_Furigana_vod
    • Parent_Account_vod
    • Parent_Account_Identifier_vod
    • Parent_Affiliation_Count_vod
    • Parent_Child_Formatted_Name_vod
    • Parent_Child_Name_vod
    • Parent_Furigana_vod
    • Parent_Name_vod
    • Parent_Record_Type_vod
    • Primary_vod
    • zvod_Best_Time_Page_vod
    • zvod_Child_Account_Ratings_vod
    • zvod_ChildAccount_TSF_vod

    at least read

    ChildAccount_TSF_vod

    R

    n/a

    • Child_Account_vod
    • External_Id_vod
    • My_Target_vod
    • Territory_vod

    edit

    Multichannel_Activity_vod

    R

    n/a

    • Icon_vod
    • Color_vod

    read

    Record_Type_Name_vod

    edit

    Multichannel_Activity_Line_vod

    R

    n/a

    n/a

    n/a

    Record_Type_Name_vod

    edit

    Order_vod

    R

    n/a n/a n/a
    Order_Line_vod R n/a n/a n/a

    Preferences_vod

    RUD

    n/a

    • Last_Account_View_Used_vod
    • Last_View_Used_vod

    read

    Product_Metrics_vod

    at least R

    n/a

    n/a

    n/a

    TSF_vod

    at least CRU

    n/a

    n/a

    n/a

    View_vod

    RUD

    n/a

    n/a

    n/a

    VMobile_Home_Page_Layout_vod

    n/a

    n/a

    zvod_mc_activity_vod

    read

Page Layout

  1. Add the View Hierarchy button to the Custom Buttons section on Account page layouts.

  2. For users managing the account hierarchy, add the Members or Member Of related list to the corresponding Account or PersonAccount page layouts.

  3. Remove the Name field from the Columns section of the Members and Member Of related lists' properties. The Name field displays an automatically generated number, not the account name.

    • To display the account name, add the Child Account field to the list of columns

  4. Remove the standard New button from the Buttons section of the related list properties and add the New Parent button to the Selected Buttons list.

  5. Place one of the following buttons on the Account page layout to use the New Record Type Wizard. The names must be exactly as listed, including capitalization, when naming a new button. Otherwise, the button does not display.

    • Hospital_vod_New - Creates a new hospital account
    • Professional_vod_New - Creates a new professional account
    • Person_vod_New - Creates any person account record type
    • Business_vod_New - Creates any business account record type
    • Any_vod_New - Creates any business or person account record type
    • [record type]_New - Creates a [record type] account.

Child Accounts

  1. Edit these buttons on the Child_Account_vod object to point to the following Visualforce pages:
    • Clone - Clone_Child_Account_vod
    • Edit - Edit_Child_Account_vod
    • New - New_Child_Account_vod
    • View - View_Child_Account2_vod
  2. Add the desired Child_Account_vod fields to the appropriate PersonAccount page layouts. For example, on the Professional page layout, you may want to add the Primary Parent field to the Account Information section.

  3. Place the zvod_ChildAccount_TSF_vod marker field on the appropriate Child_Account_vod page layouts in a single column in its own section, if using Territory Fields.

  4. Change the Parent_Account_vod field type on the Child_Account_vod object from Master-Detail to Lookup, to ensure out-of-territory child accounts are included in account sync and displayed in users’ Account Hierarchies.

    • After the field type is changed to Lookup, existing VMOC Where clauses on the child account object are ignored. Instead, relationships where the user has visibility to either the child or parent account are automatically synced down using the following two where clauses:
    • WHERE Parent_Account_vod__c IN (SELECT Id from Account)
    • WHERE Child_Account_vod__c IN (SELECT Id from Account)
    • Otherwise, if the Parent_Account_vod is a Master-Detail field, the Child_Account_vod VMOC is respected and out-of-territory accounts are not synced

A Name field data type format change from Text to Auto Number may be possible in some cases. Please contact Veeva Support for confirmation before attempting to make this change in your org. See Veeva CRM Standard Fields for more information.

Multichannel Activities for Accounts

  1. Expose the zvod_mc_activity_vod field on the appropriate VMobile_Home_Page_Layout_vod page layouts.

  2. Add the Multichannel_Calendar_vod button to the appropriate Account page layouts.

  3. Enable the applicable Icon_vod picklist values for the appropriate custom record types on the Multichannel_Activity_vod object.

  4. Enable the applicable Color_vod picklist values for the appropriate custom record types on the Multichannel_Activity_vod object.

Account Overview Panels

If you are using Account Overview panels:

  1. Add the zvod fields associated with the desired panels to the Account_Overview_Layout_vod page layout in the order you want them to display:

    • Cycle Plans (zvod_Cycle_Plan_vod)
    • Call Activity Timeline (zvod_Timeline_Calls_vod)
    • Call Objectives (zvod_Call_Objectives_vod)
    • Engage Activity Timeline (zvod_Timeline_Engage_vod)
    • Insights (zvod_Insights)
    • Product Metrics (zvod_Product_Metrics_vod)
    • Product Restrictions (zvod_Product_Restrictions_vod)
    • Suggestions (zvod_Suggestions_vod)
    • Stakeholder Preferences (zvod_Stakeholder_Preferences_vod)
  2. Enable the Account Details panel:
    • Add two sections to the Account_Overview_Layout_vod page layout. Name them Account_Details_vod and TSF_Details_vod.
    • Create marker fields on the Account_Overview_Layout_vod object to display information in the timeline from the Account or TSF_vod objects:
      • The data type of the custom field in Account_Overview_Layout_vod must match the data type of the corresponding field from the referenced object.

        LongTextArea and TextArea(Rich) field types are not supported.

      • The object reference must be either ACCOUNT or TSF.
      • Use the following naming convention for the marker fields:
    • Field Name: zvod_[object reference]_[field_name] (not the API name). For example, zvod_ACC_Specialty_vod
    • API Name: zvod_[object reference]_[field name]__c
    • Drag the marker fields into either the Account_Details_vod section or the TSF_vod section. Sections and fields display in the order they are added to the page layout.
  3. Add the Account_Overview_vod button (View Overview) to the appropriate Account and PersonAccount page layouts.

Veeva Settings

  1. Select the following Veeva Setting check boxes to enable additional functionality:
    • ADVANCED_SEARCH_vod – This Veeva Setting enables the Advanced Search capability
    • ENABLE_ACCOUNT_PARENT_DISPLAY_vod – This Veeva Setting displays the Parent Account name after the Account Name, for example, Ackerman, Clinton @ A Center for Dermatology
    • ENABLE_CHILD_ACCOUNT_IN_WIZARDS_vod (Child Account info in Account Wizard) – Configuring the related Child Account required fields without enabling this setting results in errors and prevents account creation
    • Enable_Child_Account_vod – When this setting is enabled, users with Edit FLS to the Source_vod field on the View_vod object can filter Account Views by account, account location, and account relationship
    • Enable_Parent_Account_Wizard_vod – Selecting this Veeva Setting check box launches the Parent Account Wizard when creating an account from the My Accounts screen
    • New_Account_Wizard_vod – Selecting this Veeva Setting check box enables the New Account Wizard
    • Territory_Link_on_Account_vod – Selecting this Veeva Setting check box displays the Territory_vod field on the Account Details screen
  2. Ensure the Enable_Simple_Hierarchy_vod Veeva Setting check box is deselected.
  3. Enable the Network_Customer_Master_Mode_vod Network Setting with a value of 1.
  4. Enable the ACCT_Preview_During_Creation_vod Veeva Setting with a value of 1 for enhanced account creation.
  5. Select the Disable_Account_Download_CSV_Excel_vod Veeva Setting check box to prevent users from downloading accounts from the My Accounts screen using Excel or CSV. This step is optional.
  6. Specify the appropriate parent object names and the record types for which you want to disable the Create button in the DISABLE_RELATED_LIST_NEW_BUTTON_vod Veeva Setting. This step is optional. Disabling the Create button prevents offline users from creating additional account information on Related Lists displayed on the Account detail screen, preserving data integrity (see Disabling the Create Button for Accounts for more information).
  7. Populate the Disable_Map_Entry_Points_vod Veeva Setting with one of the following to remove the Map button from specific entry points (see Displaying Account Maps for more information on Account Maps). Use a double semicolon between values. This step is optional.
    • MyAccounts_vod – prevents accessing maps from My Account
    • Account_vod – prevents accessing maps from the Account Detail screen
    • MySchedule_vod – prevents accessing maps from My Schedule
    • All_vod – prevents accessing maps from any entry point, disabling the Apple Maps feature
    • Enable_Maps_vod - enables accessing maps from all entry points

    If the Disable_Map_Entry_Points_vod Veeva Setting is left blank after it was previously populated, when users update other Veeva Settings, the Disable_Map_Entry_Points_vod Veeva Setting may revert to its default value of All_vod and disable all map entry points.

  8. Enable the Disable_Affiliation_Autocreate_vod Veeva Setting if you do not want affiliations to be created in the account hierarchy when using the New Record Type Wizard or Parent Account Wizard.

Veeva Messages

Enter a comma-delimited list of column names in the ACCOUNT_LIST_COLS_vod Veeva Message to display different account, address, or TSF-related information for each account in an account list. Use the following format: Object_API_Name.Field_API_Name.

For example, Account.Name,Address_vod__c.Name,Address_vod__c.City_vod__c

  • To add a column to the account list, include the column name in the ACCOUNT_LIST_COLS_vod Veeva Message

Profiles

Add Business_Professional_vod to the list of Account Types under Record Type Settings for each profile for which business professionals should be used.

Visualforce Pages

Grant users access to the following Visualforce pages:

  • Account_Hierarchy_vod
  • Account_Overview_vod
  • AccountTerritoryInfoLgtnVod
  • Clone_Child_Account_vod
  • Edit_Child_Account_vod
  • New_Child_Account_vod
  • New_Child_Account_From_List_vod
  • OfficeBestTimesLgtnVod
  • SphereOfInfluenceLgtnVod
  • User_Territory_vod
  • View_Child_Account_vod
  • View_Child_Account2_vod — to display location- and account-specific territory fields for child accounts. See Working with Child Accounts for more information.

VMOCs

Create or activate VMOC records for the following objects:

  • Account_Overview_Layout_vod
  • Child_Account_vod
  • Multichannel_Activity_vod
  • Multichannel_Activity_Line_vod
  • View_vod

Apex Classes

  1. Ensure the VeevaAccountBrowse apex class is enabled for the correct profiles.

  2. Enable the VODDatabaseapi apex class on the Account object.