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	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 If the Open_vod field on the Survey_vod object is enabled: Coaching_Report_vod Event_Survey_vod Suggestion_Survey_vod User_Survey_vod	Submitted_DateTime_vod Territory_vod	Edit

2. 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

3. Enable the following tabs: 

• Question_vod
• Survey_vod
• Survey_Target_vod

4. Enable the VeevaSurveyWebService Apex Class for Admins and survey admins.
5. Grant end users the following permissions: 

Object	OLS	Record Types	Fields	FLS
Question_vod	R	All, if adding questions to the Question Bank	n/a	n/a
Question_Response_vod	CRU	n/a	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	CRU	n/a	Submitted_DateTime_vod Territory_vod	Edit

6. Grant end users access to the following Visualforce pages: 

• Add_Survey_Target_vod
• Survey_Target_Edit_vod
• Survey_Target_Execution_vod

7. Add the Survey Targets related list to the appropriate Account page layouts.
8. Replace the standard New button on the Survey Targets related list with the New_Survey_Target_vod custom button.
9. Enable the following tabs: 

• Question_vod–for any users who create questions
• Survey_Target_vod

9. Activate the VMOC configuration for Vmobile Home Page Layout for both iPhone and iPad.
10. 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