Mobile Device Setup Overview

Veeva CRM is available for iPads, iPhones, and Windows devices. This enables users to perform all of their actions on a portable, offline device that syncs information to and from the offline platform.

Sync

  • Types of Sync
  • Autosync – Sends all mobile-created data to the online server as soon as the data is created
  • Incremental Sync – Sends all mobile-created data that was not synced via Autosynced due to connectivity issues, then downloads all new data and configuration changes from the online server
  • Database Refresh – Re-syncs all online data and configuration with the mobile database. It is the equivalent of downloading a new database.
  • Syncing Offline Data
  • Using VMobile Object Configurations – VMobile Object Configurations (VMOCs) control what objects and records are synced to offline platforms
  • Using the Sync Widget – The Sync widget on offline devices provides users information about sync, including whether a sync is underway, the number of pending uploads, and any sync errors
  • Sync Activity and Errors
  • Tracking Sync Activity – Users can view sync metrics using created Sync_Tracking_vod records
  • Handling Sync Errors – Sync errors prevent users from syncing their devices to the Online platform and can occur in a variety of ways. When encountering a sync error, it is important to identify the cause and make the appropriate correction.

Platform Specific Functionality and Configuration

Common Mobile Device Tasks