Suggestions Initial Configuration

  • iPad
  • Browser

There are three high-level ways of implementing Suggestions:

  • Public model - Suggestions are associated at the Account level, regardless of the user
  • Set the Suggestion_vod object to Public Read/Write in Sharing Settings
  • Populate the Suggestion Account external Id
  • Suggestion Owner Id is mandatory - the best practice is to set it to the Id of the Admin or the Integration User
  • All users associated to this Account will have visibility to the Suggestion, regardless of the Owner
  • Any action taken against that Suggestion applies across all users who have access to the Account. For example, if a user dismisses a Suggestion for an Account, the Suggestion is dismissed for all users who have access to the same Account.
  • Private model - Suggestions are assigned to an individual User and Account
  • Set the Suggestion_vod object to Private in Sharing Settings
  • Populate the Suggestion Account external Id
  • Populate the ownerId with the user the Suggestion is aimed for
  • Only the owner has visibility to the Suggestion. Other users assigned to the Account will not have access to the Suggestion.

If product Suggestion Tags are associated to a Suggestion, users must have visibility to the Product, otherwise the Suggestion will not be visible to those users.

  • Private + sharing rules model
  • A Suggestion's owner can act on or dismiss the suggestion
  • Suggestions can be opened up to non-owners through sharing rules on the Suggestion object
  • Other users can act on or dismiss the Suggestion based on sharing rules criteria
  • Any user who acts on or dismisses the Suggestion will impact other users

Initial Configuration

To enable this feature for end users: 

  1. Ensure Accounts is configured.

  2. Grant the following permissions:

    Object OLS Record Types Fields FLS

    Call2_vod

    U

    n/a

    all

    edit

    Call_Objective_vod

    n/a

    CLM_vod

    Suggestion_vod

    all

    edit

    Product_vod

    R

    n/a

    n/a

    n/a

    Sent_Email_vod

    n/a

    Suggestion_vod

    all

    edit

    Stakeholder_Preference_vod

    R

    n/a

    n/a

    n/a

    Suggestion_vod

    CRU

    n/a

    Marked_As_Complete_vod

    edit

    Suggestion_Feedback_vod

    CRU

    as appropriate

    n/a

    n/a

    Suggestion_Tag_vod

    R

    n/a

    n/a

    n/a

The Priority_vod__c picklist can only contain the Out-of-the-box (OOTB) Veeva values: Normal_vod and Urgent_vod. If any additional values are added or, if these values are modified, end-users are not able to access the Suggestion record.

  1. Grant the following permissions per user type: 

    Object Name

    Type

    Field API Name

    Data Loader Admin

    CRM
    End-User / Rep

    CLM - CRM
    End-User / Rep

    CLM - Vault
    End-User / Rep

    Email
    End-User / Rep

    Account Overview Layouts

    Field

    zvod_Insights_vod__c

     

    Yes

    Yes

    Yes

    Yes

    Account Overview Layouts

    Field

    zvod_Stakeholder_Preferences_vod__c

     

    Yes

    Yes

    Yes

    Yes

    Account Overview Layouts

    Field

    zvod_Suggestions_vod__c

     

    Yes

    Yes

    Yes

    Yes

    Approved Document

    Field

    Vault_Document_ID_vod__c

     

     

     

     

    Yes

    Approved Document

    Field

    Vault_Instance_ID_vod__c

     

     

     

     

    Yes

    Call2_vod

    Field

    Suggestion_vod__c

     

    Yes

    Yes

    Yes

    Yes

    Call2_vod

    Field

    Suggested_Call_Channel_vod

    Read

    Edit

    Edit

    Edit

    Edit

    Call2_vod

    Field

    Suggested_Call_DateTime_vod 

    Read

    Edit

    Edit

    Edit

    Edit

    Call2_vod

    Field

    Suggested_Call_Date_vod 

    Read

    Edit

    Edit

    Edit

    Edit

    Call Objective

    Record Type

    CLM

     

     

    Yes

    Yes

     

    Call Objective

    Record Type

    Suggestion_vod__c

     

    Yes

    Yes

    Yes

     

    Call Objective

    Field

    CLM_Presentation_vod__c

     

     

    Yes

    Yes

     

    Call Objective

    Field

    Suggestion_Reason_vod__c

     

    Yes

    Yes

    Yes

     

    Call Objective

    Field

    Suggestion_vod__c

     

    Yes

    Yes

    Yes

     

    CLM Presentations

    Field

    Presentation_Id_vod__c

     

     

    Yes

    Yes

     

    CLM Presentations

    Field

    Status_vod__c

     

     

    No

    Yes

     

    Sent Email

    Record Type

    Suggestion_vod__c

     

     

     

     

    Yes

    Sent Email

    Field

    Suggestion_vod__c

     

     

     

     

    Yes

    Stakeholder Preference

    Object

     

    Read / Create / Edit / Delete

    Read

    Read

    Read

    Read

    Stakeholder Preference

    Tab

     

    Only for debugging

    No

    No

    No

    No

    Stakeholder Preference

    Record Type

    Channel_Preference_vod

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Stakeholder Preference

    Record Type

    Offer_Preference_vod

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Stakeholder Preference

    Field

    account_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Stakeholder Preference

    Field

    Name

    Yes

    Yes

    Yes

    Yes

    Yes

    Stakeholder Preference

    Field

    Record_Type_Name_vod__c

    Yes

     

     

     

     

    Stakeholder Preference

    Field

    Title_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Stakeholder Preference

    Field

    Type_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Stakeholder Preference

    Field

    Value_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Object

     

    Read / Create / Edit / Delete

    Read / Edit

    Read / Edit

    Read / Edit

    Read / Edit

    Suggestion

    Tab

     

    Only for debugging

    No

    No

    No

    No

    Suggestion

    Record Type

    Call_Objective_vod

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Suggestion

    Record Type

    Call_vod

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Suggestion

    Record Type

    Email_vod

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Suggestion

    Record Type

    Insight_vod

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Suggestion

    Field

    Account_Priority_Score_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Account_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Action_count_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Actioned_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Call_Objective_CLM_ID_vod__c

    Yes

    Yes

    Yes

    Yes

     

    Suggestion

    Field

    Call_Objective_From_Date_vod__c

    Yes

    Yes

    Yes

    Yes

     

    Suggestion

    Field

    Call_Objective_On_By_Default_vod__c

    Yes

    Yes

    Yes

    Yes

     

    Suggestion

    Field

    Call_Objective_Record_Type_vod__c

    Yes

    Yes

    Yes

    Yes

     

    Suggestion

    Field

    Call_Objective_To_Date_vod__c

    Yes

    Yes

    Yes

    Yes

     

    Suggestion

    Field

    Dismiss_Count_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Dismissed_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Display_Dismiss_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Display_Mare_As_Complete_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Display_Score_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Email_Template_Product_ID_vod__c

    Yes

     

     

     

    Yes

    Suggestion

    Field

    Email_Template_Vault_ID_vod__c

    Yes

     

     

     

    Yes

    Suggestion

    Field

    Email_Template_vod__c

    Yes

     

     

     

    Yes

    Suggestion

    Field

    Expiration_Date_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Mark_Complete_Count_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Marked_As_Complete_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Name

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    No_Homepage_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Planned_Call_Channel_vod

    Read

    Read

    Read

    Read

    Read

    Suggestion

    Field

    Planned_Call_DateTime_vod

    Read

    Read

    Read

    Read

    Read

    Suggestion

    Field

    Planned_Call_Date_vod

    Read

    Read

    Read

    Read

    Read

    Suggestion

    Field

    Posted_Date_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Priority_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Reason_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Record_Type_Name_vod__c

    Optional (only used for Data loading)

     

     

     

     

    Suggestion

    Field

    Suggestion_External_ID_vod__c

    Yes

     

     

     

     

    Suggestion

    Field

    Suppress_Reason_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion

    Field

    Title_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Feedback

    Object

     

    Read / Create / Edit / Delete

    Read / Create

    Read / Create

    Read / Create

    Read / Create

    Suggestion Feedback

    Tab

     

    Only for debugging

    No

    No

    No

    No

    Suggestion Feedback

    Record Type

    Activity_Execution_vod

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Feedback

    Record Type

    Dismiss_vod

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Feedback

    Record Type

    Mark_As_Complete_vod

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Feedback

    Field

    Account_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Feedback

    Field

    Activity_Execution_Type_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Feedback

    Field

    Call_Objective_vod__c

    Yes

    Yes

    Yes

    Yes

     

    Suggestion Feedback

    Field

    Call2_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Feedback

    Field

    Dismissfeedback1_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Feedback

    Field

    Dismissfeedback2_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Feedback

    Field

    Dismissfeedback3_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Feedback

    Field

    Dismissfeedback4_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Feedback

    Field

    Mobile_ID_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Feedback

    Field

    Sent_Email_vod__c

    Yes

     

     

     

    Yes

    Suggestion Feedback

    Field

    Suggestion_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Tag

    Object

     

    Read / Create / Edit / Delete

    Read

    Read

    Read

    Read

    Suggestion Tag

    Tab

     

    Only for debugging

    No

    No

    No

    No

    Suggestion Tag

    Record Type

    Driver_vod

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Suggestion Tag

    Record Type

    Email_Fragment

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Suggestion Tag

    Record Type

    Product_vod

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Not if using dataloader trigger

    Suggestion Tag

    Field

    Detail_Group_vod__c

    Yes

    Optional (used for Detail Groups)

    Optional (used for Detail Groups)

    Optional (used for Detail Groups)

    Optional (used for Detail Groups)

    Suggestion Tag

    Field

    Driver_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Tag

    Field

    Email_Fragment_Order_vod__c

    Yes

     

     

     

    Yes

    Suggestion Tag

    Field

    Email_Fragment_vod__c

    Yes

     

     

     

    Yes

    Suggestion Tag

    Field

    External_ID_vod__c

    Yes

     

     

     

     

    Suggestion Tag

    Field

    Product_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    Suggestion Tag

    Field

    Record_Type_Name_vod__c

    Optional (only used for Data loading)

     

     

     

     

    Suggestion Tag

    Field

    Suggestion_vod__c

    Yes

    Yes

    Yes

    Yes

    Yes

    VMobile Home Page Layouts

    Field

    zvod_suggestions_vod__c

     

    Yes

    Yes

    Yes

    Yes


  2. Activate the appropriate VMOCs for the following objects:
  • Suggestion_vod
  • Suggestion_Tag_vod
  • Suggestion_Feedback_vod
  1. Create a page layout on the Call_Objective_vod object for record type Suggestion_vod.

  2. Populate the Record_Type_Name_vod field on the Suggestion_vod object with one of the following values: 

    • Insight_vod – to assign suggestions as insights
    • Call_Objective_vod – to assign call objective actions to suggestions
    • Call_vod – to schedule calls from suggestions
    • Email_vod – to assign a sent email action to a suggestion
  3. Select the Email_Template_vod check box on the Suggestion_vod object if a template should display as part of the suggestion.
  4. To provide users with a visual reminder of the suggested call channel, datetime, or date for call-type suggestions, add the appropriate fields to the Call2_vod page layout as read-only fields (optional):
  • Suggested_Call_Channel_vod
  • Suggested_Call_DateTime_vod
  • Suggested_Call_Date_vod

To display Suggestions on the Account Profile Panel: 

  1. Grant the following permissions: 

    Object OLS Record Types Fields FLS

    Account_Overview_Layout_vod

    R

    n/a

    n/a

    n/a

  2. Activate the VMOC for the Account_Overview_Layout_vod object.

  3. Add the following fields to the appropriate page layout on the Account_Overview_Layout_vod object:

  • zvod_Suggestions_vod
  • zvod_Stakeholder_Preferences_vod
  • zvod_Insights_vod

To display the Suggestions Home Page Widget: 

  1. Grant the following permissions: 

    Object OLS Record Types Fields FLS

    VMobile_Home_Page_Layout_vod

    R

    n/a

    n/a

    n/a

  2. Activate the VMOC for the VMobile_Home_Page_Layout_vod object

  3. Add the zvod_Suggestions_vod field to the VMobile_Home_Page_Layout_vod page layout.

To activate the Online entry point for Suggestions: 

  1. Activate the Suggestion_vod Visualforce page.
  2. Expose the Suggestion_vod Visualforce tab with the tab style of Compass.

For admins:

  1. Ensure Accounts is configured.
  2. Grant create permission to the Suggestion_vod, Stakeholder_Preference_vod and Suggestion_Tag_vod objects.
  3. Enable the appropriate Record Type Access on the Suggestion_vod, Stakeholder_Preference_vod and Suggestion_Tag_vod objects.
  4. Create a new page layout for the record type Suggestion_vod on the Call_Objective_vod object with the following fields: Name, Suggestion Reason, From and To date, Product.
  5. Ensure the CLM_vod page layout on the Call_Objective_vod object contains the Suggestion_Reason_vod and Name_vod fields.

If you do not want to display Suggestions on the home page, select the No_Homepage_vod checkbox on the Suggestion_vod object.

When the Suppress_Reason_vod checkbox field is selected, the reason text does not display on the Homepage view. It only displays on the Account Overview Timeline panel and when drilling into the Suggestion detail from the Homepage.

Suggestion Object and FLS Permissions

Provide the following object-level permissions, listed by role: 

Data Loader/Admin:

Object

Read

Create

Edit

Delete

Stakeholder_Preference_vod

Suggestion_vod

Suggestion_Feedback_vod

Suggestion_Tag_vod

End User:

Object

Read

Create

Edit

Delete

Stakeholder_Preference_vod

*

*

*

Suggestion_vod

*

Suggestion_Feedback_vod

*

Suggestion_Tag_vod

*

*

*

*optional based on implementation

Suggestion Record Type Permissions

Record types are used on the following objects:

  • Stakeholder_Preference_vod
  • Suggestion_vod
  • Suggestion_Feedback_vod
  • Suggestion_Tag_vod
  • Call_Objective_vod
  • Sent_Email_vod

A trigger on the Suggestion_vod, Suggestion_Tag_vod and Stakeholder_Preference_vod objects that use the Record_Type_Name_vod field on the object to populate the appropriate Record Type.

For example, if the Suggestion object has a Record_Type_Name_vod of Call_vod, the recordType Id is automatically assigned to the Suggestion record. In this example, the Suggestion record is assigned a Call_vod action.

If the Record_Type_Name_vod field is not used in data loading, users must have access to the appropriate Record Types for each object. The default record type is assigned if the Record_Type_Name_vod field is left blank.