OpenData Integration for Attendee Reconciliation

  • iPad
  • Online
  • Windows

Users can now search across OpenData and Network to reconcile walk-in attendees in Events Management. This enables users to quickly match walk-in attendees to known HCPs in OpenData or Network by improving name matching and providing access to a larger database than Veeva CRM.

For example, Sarah Jones uses Attendee Reconciliation to find a matching account for Clint Ackerman, a walk-in event attendee. The Attendee Reconciliation searches for matching accounts in both Sarah’s local CRM database and in Veeva OpenData. Results are combined and display as potential matches. Since the search runs against all of OpenData, Sarah is able to reconcile the walk-in to Dr. Clinton Ackerman, an account in OpenData, but not in Sarah’s CRM.

Configuration

Prerequisites

To enable this feature, the following prerequisites are required:

To configure this feature:

  1. Grant admins and end-users the following permissions:

    Object OLS Record Types Field FLS
    Event_Attendee_vod n/a n/a Network_ID_vod Edit
    EM_Attendee_vod n/a n/a Network_ID_vod Edit
  2. Update the Attendee Type formula on the EM_Attendee_vod object to:

    IF( OR(NOT(ISBLANK(Account_vod__c)), NOT(ISBLANK(Network_ID_vod__c))), $Label.ACCOUNT_vod,
    IF(NOT(ISBLANK(Contact_vod__c)), $Label.CONTACT_vod,
    IF(NOT(ISBLANK(User_vod__c)), $Label.USER_vod,
    IF(NOT(ISBLANK(TEXT(Walk_In_Status_vod__c))), $Label.WALK_IN_vod,
    $Label.ONLINE_REGISTRANT_vod))))
  3. Populate the Country_vod field on the User object for all appropriate users.

This feature requires an internet connection.

Use

Attendee reconciliation searches run against both Network and CRM databases. Results are combined, enabling the user to select the Confirm Match button on the appropriate account.

When matching a walk-in attendee to a record from Network, the Walk_In_Status_vod picklist on the attendee record updates to Reconciled_To_Customer_Master_vod and the attendee’s Network_ID_vod field stamps with the Network record’s Network VID. This indicates that the attendee was reconciled to a Network record and provides the appropriate information to find the account in Network.

The Network VID is the only information copied down from Network. If the matched account is not included in the OpenData subscription, it is added when a match is confirmed.