Lightning Business Apps

Introduction to Lightning Business Apps

Veeva Lightning Business apps provide focused and streamlined user experiences for specific personas and/or business areas. Each app contains default configuration for Tabs, Views, and Page Layouts.

Veeva offers several Lightning Apps to use and customize based on users' business requirements:

  • Brand Operations App - Focuses on the brand, content, how it is utilized and performs across channels
  • Key Account Manager App - Focuses on the Account planning and execution processes needed to manage key accounts across teams
  • Pharmacy Sales App - Focuses on tracking, managing, and executing daily and administrative tasks around the sales order process
  • Primary Care Sales App - Focuses on the planning, execution, and analysis of the call and sampling processes
  • Event Coordinator App - Focuses on the planning and execution of events
  • Field Medical App - Focuses on providing the information medical users need to plan interactions with KOLs

Classic users must migrate to Lightning to use the Lightning Business Apps. See Getting Started with Veeva CRM and Lightning for more information.

Users can create custom Lightning apps to suit specific business needs. When creating a Lightning app, users must select Standard navigation for the Navigation Style. Console navigation is not supported.

Installing/Deploying Lightning Apps

Admins must enable Lightning Path to use the Path component built into the Veeva Lightning business apps.

Each app has a unique .zip file. To install a specific app:

  1. Download the appropriate .zip file:
  1. Select the Change Dashboard Colors check box in the Administrative Permissions section for the appropriate user profile installing the app.
  2. Ensure the Allow Reports check box is selected for all custom objects reported on in the Lightning app. See table.

App Name

Custom Object

Brand Operations

  • Approved Document (Approved_Document_vod__c)
  • Call (Call2_vod__c)
  • Call Detail (Call2_Detail_vod__c)
  • Call Key Message (Call2_Key_Message_vod__c)
  • Call Objectives (Call_Objective_vod__c)
  • Call Sample (Call2_Sample_vod__c)
  • CLM Presentation (Clm_Presentation_vod__c)
  • Email Activity (Email_Activity_vod__c)
  • Key Message (Key_Message_vod__c)
  • Product Catalog (Product_vod__c)
  • Sent Email (Sent_Email_vod__c)

Key Account Management

  • Account Plan (Account_Plan_vod__c)
  • Call (Call2_vod__c)
  • Call Discussion (Call2_Discussion_vod__c)

Pharmacy Sales

  • Order (Order_vod__c)
  • Order Line (Order_Line_vod__c)

Primary Care Sales

  • Call Objectives (Call_Objective_vod__c)
  • Data Change Request (Data_Change_Request_vod__c)
  • MC Cycle Plan (MC_Cycle_Plan_vod__c)
  • MC Cycle Plan Target (MC_Cycle_Plan_Target_vod__c)
  • Sent Email (Sent_Email_vod__c)
  • Call (Call2_vod__c)
  • Time Off Territory (Time_Off_Territory_vod__c)
  • MC Cycle Plan Channels (MC_Cycle_Plan_Channels_vod__c)
  • MC Cycle Plan Summary (MC_Cycle_Plan_Summary_vod__c)
  • Survey Target (Survey_Target_vod__c)

Event Coordinator

  • Account
  • Event (EM_Event_vod__c)*
  • Budget (EM_Budget_vod__c)*
  • Speaker (EM_Speaker_vod__c)*
  • Business Rules (EM_Business_Rule_vod__c)*
  • EM Catalog (EM_Catalog_vod__c)*
  • Expense Type (EM_Expense_Type_vod__c)*
  • Attendee (EM_Attendee_vod__c)
  • Speaker Qualification (EM_Speaker_Qualification_vod__c)
  • Event Speaker (EM_Event_Speaker_vod__c)
  • Event Budget (EM_Event_Budget_vod__c)
  • Expense Estimate (EM_Expense_Estimate_vod__c)
  • Expense Header (Expense_Header_vod__c)
  • Expense Line (Expense_Line_vod__c)
  • Sent Email (Sent_Email_vod__c)

*Allow Search must be enabled for these objects as well.

  1. Navigate to the Workbench site and login with username and password, if not already logged in.
  2. Select the Migration tab.
  3. Select the Deploy section.
  4. Select the Choose file option.
  5. Select the appropriate deployment options. Ensure Single Package is not selected. If you want to validate the deployment and check for errors, then select the Check Only option.

  6. Select the Deploy button when ready.
  7. Wait for the process to complete.
  8. Confirm the results deploy successfully, if not check the file for any errors.
  9. Select the Visible check box for the app in the Custom App Settings section of the appropriate profile.
  10. Ensure the App related tabs are Default On for the profile.

App Name

Tab Label

Tab Name

Brand Operations

Home

VBO_BrandOperationsHome

Brand Operations

Product Catalog

n/a

Brand Operations

Approved Email

VBO_ApprovedEmail

Brand Operations

CLM Engagement

VBO_CLMEngagement

Brand Operations

Field Activity

VBO_FieldActivity

Key Account Management

Home

n/a

Key Account Management

My Schedule

n/a

Key Account Management

My Accounts

n/a

Key Account Management

Account Plans

n/a

Key Account Management

Reports

n/a

Key Account Management

Dashboards

n/a

Key Account Management

Approval Requests

n/a

Key Account Management

Tasks

n/a

Pharmacy Sales  

Home

n/a

Pharmacy Sales  

My Accounts

n/a

Pharmacy Sales  

My Schedule

n/a

Pharmacy Sales  

Reports

n/a

Pharmacy Sales  

Contract Partners

n/a

Pharmacy Sales  

Orders 

n/a

Primary Care Sales

Home 

VPCS_PrimaryCareSalesHomePage

Primary Care Sales

My Accounts

n/a

Primary Care Sales

My Schedule

n/a

Primary Care Sales

Time Off Territory

n/a

Primary Care Sales

MC Cycle Plans

n/a

Primary Care Sales

Calls

n/a

Primary Care Sales

My Samples

n/a

Primary Care Sales

Reports

n/a

Event Coordinator

Home

n/a

Event Coordinator

Events

n/a

Event Coordinator

Speakers

n/a

Event Coordinator

Budget

n/a

Event Coordinator

Reports

n/a

Event Coordinator

EM Catalogs

n/a

Event Coordinator

Venues

n/a

Event Coordinator

Vendors

n/a

Event Coordinator

Business Rules

n/a

Customizing an App

Companies and their users can customize their apps in the App Settings. Branded images can be uploaded, navigation highlight color can be updated, and descriptions added. To access app settings:

  1. Navigate to the App Manager.
  2. Select the drop down menu for the app to be customized.
  3. Select Upload to upload an image.
  4. Select the drop down menu or enter a Hex value to edit the navigation highlight color.
  5. Update the Description.
  6. Select Save.

Brand Operations App

The Brand Operations App for Lightning provides Brand Operations administrators with information about product content. Brand Operations admins work together with brand teams to ensure brand-specific content adoption rates are meeting requirements. This app allows the admin to report key adoption and engagement metrics related to various brand assets.

Brand Operations App includes tabs:

  • Home - provides information about adoption metrics around brand assets across various channels
  • CLM Engagement - insights into end user adoption of presentations and key messages
  • Approved Email - information about field force adoption and end user engagement of brand assets delivered via Approved Email
  • Field Activity - insights into field force adoption of brand assets during a call
  • Reports - predefined reports designed to help the Brand Operations admin with granularity into key metrics

Brand Operation admins are also able to view record (detail) pages for the following:

  • Product Catalog
  • Approved Email Template
  • Key Message
  • Sent Email Review
  • CLM Presentation

Key Account Manager App

The Key Account Manager (KAM) App for Lightning provides KAMs with faster navigation to dashboards and visuals for easy access to key information about Account Plans and Key Accounts. This app enables users to track status, measure progress, and take action on the Call Objectives associated with an Account Plan.

Account plans must have a lookup to the Account object instead of a Master-Detail relationship to use the Key Account Manager app. For more information on Master-Detail relationships, see Account Plan Sharing.

The KAM App includes the following tabs:

  • Home - Includes the Today’s Tasks and Events widgets and a KAM Dashboard to provide an overview on the progress of all Account Plans and related Calls. Recent Items focuses on Account Plans and Accounts.
  • My Schedule - displays planned calls
  • My Accounts - provides information for account activity, sales data for each account, and account-specific product data
  • Account Plans - Displays SWOTs and Goals, Strategies, Activities, Action Items, Team Members and Key Stakeholders in a way that is easy to digest and manage, while providing access to the Export to Powerpoint feature and an embedded Call Execution report on the same page.

KAM App users are also able to view record (detail) pages for the following:

  • Account
  • Account Plan

Pharmacy Sales App

The Pharmacy Sales App provides users with information about accounts and sales of products associated with those accounts. This app enables first-line managers to view key metrics as well as day-to-day sales activities that help determine what products and accounts to concentrate on when making calls.

Pharmacy Sales App includes the following tabs:

  • Home - provides information to track sales numbers, planned calls and deliveries, and orders pending approval.
  • MyAccounts - provides information for account activity, sales data for each account, and account-specific product data
  • MySchedule - displays planned calls

Pharmacy Sales users are also able to view record (detail) pages for the following:

  • Account

Primary Care Sales App

The Primary Care Sales app enables users to view daily calls, view time-off-territory, submit expenses, and view reports.

The Primary Care Sales App highlights recent and key upcoming activities to help the user stay aware of and focused on their core objectives.

The Primary Care Sales App includes the following tabs:

  • Home - overall view of the day in the life of a primary care sales user
  • MyAccounts - provides details on account activity
  • Call - view Call status and activity
  • MySchedule - displays planned calls
  • Time off Territory - view which users are not available for calls
  • MCCP - provides a quick analysis of call planning and execution
  • My Samples - provides a quick analysis of sample inventories

The Primary Care Sales users are also able to view record (detail) pages for the following:

  • Accounts - Professional and Business
  • Multichannel Cycles
  • Multichannel Cycle Plans
  • Multichannel Cycle Channel
  • Multichannel Plan Targets
  • Time Off Territory

Event Coordinator App

The Event Coordinator app provides home office users like event planners, coordinators, compliance, and operations quick and easy access to information relevant to events, including the following:

  • Upcoming and past events pending close out
  • Events by type and format
  • Percentage of budgets used
  • Events pending approval
  • Speaker training and utilization
  • Attendee reports

When planning an event from the Event Coordinator App, key information in the logistics process, for example, attendee status and remaining invitations to send, displays inline with the event.

The Event Coordinator App includes the following tabs:

  • Home – Displays a dashboard for all of the organization’s events
  • Event Lists – Enables coordinators to view upcoming events, as well as past events requiring closeout activities
  • Speakers – Displays a comprehensive view of all speakers, including their training, qualifications, and utilization
  • Reports – Access to standard reports and coordinator-specific reports
  • Budgets & Expenses – Displays budgetary expenditures, organized by event type, cost, and territory
  • Materials – Displays tracking and usage metrics on the types of materials used in events
  • Tabs for the each following objects:
  • EM_Event_vod
  • Contract_vod
  • Sent_Email_vod – Requires Using Approved Email for Events Management in order to display
  • EM_Venue_vod
  • EM_Vendor_vod

The app also includes the optional Event Coordinator profile. This profile provides the necessary access and permissions to use the app. Admins can provide access to the app in custom profiles by granting the necessary tab permissions.

Field Medical App

The Field Medical App provides field medical users with access to the information they need, all in one place, where they can look up accounts, view interactions, research the latest information in publications and clinical trials, and access other medical-related information.

The relationship between the Medical_Inquiry_vod, Clinical_Trial, and Publication objects and the Account_vod field must be Lookup.

The MSL and MSL - Platform standard Veeva profiles must be present in the org (with or without users associated to them). If the profiles do not exist, admins can create them by cloning the Standard User profile for the MSL profile and the Standard Platform User profile for the MSL - Platform profile.

The Field Medical App includes the following tabs:

  • Home - displays reports, dashboards, and interactions
  • Interactions - displays calls, events, and medical events
  • Accounts - displays KOL and all other account information
  • Account Plans - displays My Account Plan, all account plans, account plans in progress, and rejected information
  • Medical Insights - displays all medical insights and My Medical Insights
  • Medical Inquiries - displays all medical inquiries, Medical Inquiries Created by Me, and unsubmitted medical inquiries
  • Medical Inquiry Fulfilment - displays all MIFs, incomplete MIFs, and MIFs Assigned to Me
  • Survey Targets - displays all open surveys, survey targets, and surveys that are expiring soon
  • Publications - displays recent publications
  • Clinical Trials - displays current clinical trials

Users are also able to view the following Lightning record pages from the Field Medical App:

  • Account
  • Account Plan
  • Medical Insight
  • Publications
  • Clinical Trials