Configuring Surveys

The following is the basic configuration needed to use Surveys in Veeva CRM. Advanced functionality requires additional configuration.

General Setup

To enable Surveys:

  1. Grant admins and survey admins the following permissions:
Object OLS Record Types Fields FLS

Product_vod

R

n/a

n/a

n/a 

Question_vod

CRUD

All

n/a

n/a

Question_Response_vod

CRU

Any record type for which the survey type is in use

  • Condition_vod
  • Source_ID_vod
  • Inactive_Condition_vod
  • Decimal_vod (for Currency questions)

Edit

Survey_vod

CRUD
  • One_Time_vod
  • Recurring_vod

  • Survey_Target_vod (if end users are creating Survey Targets on the Account page)
  • Territories_vod

Read

Survey_Question_vod

CRUD

All, if using the Question Bank
  • Condition_vod
  • Source_ID_vod

Edit

Survey_Target_vod

CRUD
  • One_Time_vod
  • Recurring_vod

  • Coaching_Report_vod

  • Event_Survey_vod

  • Suggestion_Survey_vod

  • User_Survey_vod
  • Submitted_DateTime_vod
  • Territory_vod

Edit
  1. Grant admins and survey admins access to the following Visualforce pages:
  • Add_Survey_Target_vod
  • Edit_Question_vod
  • Survey_Administration_vod
  • Survey_Edit_vod
  • Survey_Management_vod
  • Survey_Target_Edit_vod
  • Survey_Target_Execution_vod
  • Survey_Translate_vod
  • View_Question_vod
  1. Enable the following tabs: 
  • Question_vod
  • Survey_vod
  • Survey_Target_vod
  1. Enable the VeevaSurveyWebService Apex Class for Admins and survey admins.
  2. Grant end users the following permissions: 
Object OLS Record Types Fields FLS

Question_Response_vod

CRU

All
  • Condition_vod
  • Source_ID_vod
  • Inactive_Condition_vod

Read

Survey_vod

R

n/a
  • Territories_vod

Read

Survey_Question_vod

R

n/a
  • Condition_vod
  • Source_ID_vod

Read

Survey_Target_vod

CRUD

All
  • End_Date_vod
  • Submitted_DateTime_vod
  • Territory_vod

Edit
  1. Grant end users access to the following Visualforce pages:
    • Add_Survey_Target_vod
    • Survey_Target_Edit_vod
    • Survey_Target_Execution_vod
  2. Add the Survey Targets related list to the appropriate Account page layouts.
  3. Replace the standard New button on the Survey Targets related list with the New_Survey_Target_vod custom button.
  4. Enable the Survey_Target_vod tab. 
  5. Activate the VMOC configuration for Vmobile Home Page Layout for both iPhone and iPad.
  6. Activate the VMOC configurations for the following objects for iPhone and iPad to enable syncing of survey records: 
  • Survey_vod
  • Survey_Target_vod
  • Survey_Question_vod
  • Question_Response_vod