Lightning Business Apps

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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
• Digital Rep App - Focuses on the planning, execution, and analysis of the call and sampling processes

  The Digital Rep App replaces the Primary Care Sales App.

• Event Coordinator App - Focuses on the planning and execution of events

  Two versions of the app package are available for download: one version includes the app and Veeva's out-of-the-box Event Coordinator profile, and the other only includes the app.

• 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 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:

• Brand Operations (download)
• Key Account Management (download)
• Pharmacy Sales (download)
• Digital Rep (download)
• Event Coordinator
  • App only (download)
  • App and Event Coordinator profile (download)
• Field Medical (download)

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

App Name	Custom Object
Field Medical	Account_Plan_vod__c Approved_Document_vod__c Call2_vod__c Call2_Discussion_vod__c Call2_Key_Message_vod__c Clinical_Trial__c Clm_Presentation_vod__c Email_Activity_vod__c Medical_Inquiry_vod__c Medical_Inquiry_Fulfillment_vod__c Medical_Insight_vod__c Medical_Event_vod__c Publication__c Product_vod__c Sent_Email_vod__c Stakeholder_Clinical_Trial_vod__c Stakeholder_Publication_vod__c Survey_vod__c The relationship between the Medical_Inquiry_vod, Clinical_Trial, and Publication objects and the Account_vod field must be Lookup. The relationship between the Account Plan and the Account must be Lookup.
Digital Rep	Approved Document (Approved_Document_vod__c) Call (Call2_vod__c) Call Sample (Call2_Sample_vod__c) Call Objective (Call_Objective_vod__c) CLM Presentation (CLM_Presentation_vod__c) Data Change Request (Data_Change_Request_vod__c) Email Activity (Email_Activity_vod__c) Event Team Member (EM_Event_Team_Member_vod__c) Event (EM_Event_vod__c) Key Message (Key_Messsage_vod__c) MC Cycle Plan Summary (MC_Cycle_Plan_Summary_vod__c) MC Cycle Plan Channels (MC_Cycle_Plan_Channels_vod__c) MC Cycle Plan Target (MC_Cycle_Plan_Target_vod__c) MC Cycle Plan (MC_Cycle_Plan_vod__c) Medical Inquiry Fulfillment (Medical_Inquiry_Fulfilment_vod__c) Remote Meeting Rating (Remote_Meeting_Rating_vod__c) Sent Email (Sent_Email_vod__c) Suggestions (Suggestion_vod__c) Survey Target (Survey_Target_vod__c) Time Off Territory (Time_Off_Territory_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)* 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) Expense Type (Expense_Type_vod__c)* Sent Email (Sent_Email_vod__c) *Allow Search must be enabled for these objects as well.
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)s Product Catalog (Product_vod__c) Sent Email (Sent_Email_vod__c) The Recommended_Email_Publishing_vod record type on the Campaign Activity Target Execution object must be active for the Brand Operations app to deploy successfully.
Key Account Management	Account Plan (Account_Plan_vod__c) Call (Call2_vod__c) Call Discussion (Call2_Discussion_vod__c) 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.
Pharmacy Sales	Order (Order_vod__c) Order Line (Order_Line_vod__c)

6. Navigate to the Workbench site and login with username and password, if not already logged in.
7. Select the Migration tab.
8. Select the Deploy section.
9. Select the Choose file option.
10. 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.

    

11. Select the Deploy button when ready.
12. Wait for the process to complete.
13. Confirm the results deploy successfully, if not check the file for any errors.
14. Select the Visible check box for the app in the Custom App Settings section of the appropriate profile.
15. 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
Digital Rep	Reports	n/a
Digital Rep	Home	n/a
Digital Rep	Accounts	n/a
Digital Rep	My Schedule	n/a
Digital Rep	Suggestions	n/a
Digital Rep	Sent Email	n/a
Digital Rep	Events	n/a
Digital Rep	My Cycle Plans	n/a
Digital Rep	Time Off Territory	n/a
Digital Rep	Survey Targets	n/a
Digital Rep	Coaching Reports	n/a
Digital Rep	Analytics	n/a
Digital Rep	My Accounts	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
Field Medical	Home	n/a
Field Medical	Interactions	n/a
Field Medical	Accounts	n/a
Field Medical	Medical Insights	n/a
Field Medical	Medical Inquiries	n/a
Field Medical	Medical Inquiry Fulfillment	n/a
Field Medical	Survey Targets	n/a
Field Medical	Account Plans	n/a
Field Medical	Clinical Trials	n/a
Field Medical	Publications	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 and campaigns. 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

  The Home tab includes the following sub-tabs:

  • Home
  • Email Activity
  • Content Engagement
  • Field Activity

• Business Calendar
• Product Catalog
• Campaigns
• Sent Emails
• Sent Messages

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

• Campaign
• Campaign Activity
• Campaign Job History
• 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.

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

Digital Rep App

The Digital Rep Lightning Business App (previously the Primary Care Sales App) enables field users to quickly view and manage their daily activities, as well as view performance metrics and company notifications. The Digital Rep App provides quick and easy access to the following information to help users stay aware of and focused on their core objectives:

• Daily calls, account activity, time-off-territory, and upcoming events to plan daily activities
• Actionable insights, notifications, reports, and cycle plans to understand past interactions and improve future performance

Considerations

• Territory Management 2.0 must be enabled
• Users must have access to the Digital Rep Reports and Dashboards folders
• The View Dashboard As field for each dashboard must be set to ‘The dashboard viewer.’ By default, View Dashboard As is set to the admin who deployed the app package
• The Label filter for the Recently Assigned Accounts report on the Awareness dashboard must be set to the label of the Territory Model used for Territory Assignments

Digital Rep users can view the following Lightning record pages:

• Account (Business Account)

  Users can also view the Stakeholder Navigator.

• Sent Email
• Suggestions
• CLM Presentation
• Data Change Request