Using the Go Online Button

iPad users can use the Go Online menu item to display the Online platform or any external URL. Selecting the Go Online button displays the embedded browser with the destination page. If the destination page is a salesforce.com page, CRM for iPad automatically logs in the user.

Considerations

Websites navigated to via the Go Online button will have access to user authentication information

Configuring the Go Online Button

The URL behind the Go Online tab can be configured to navigate to any Salesforce.com page or external URL. The destination page is stored in the Online_Tab_URL custom setting. If the setting is blank, the Go Online menu item does not display on the CRM for iPad Home screen.

If a Salesforce.com page is referenced, CRM for iPad automatically logs the user into Veeva CRM online. Salesforce.com pages must be entered as relative URLs (i.e. /home/home.jsp). Note the leading slash is required.

External sites are entered as absolute URLs (e.g. http://www.veevasystems.com). Note the URL must be fully qualified (i.e. begin with http://).

Using Safari Instead of the Embedded Browser

The Go Online button can be configured to open the Safari web browser instead of the embedded browser by prepending the value of the Online_Tab_URL Veeva Message with “SAFARI:”.

The SAFARI prefix is only supported on the iPad platform.

Salesforce does not support the Lightning Experience for embedded browsers using WKWebView. To view CRM online in Lightning, admins must configure Go Online and other buttons to external sites to launch the Safari browser on iPadOS. Users with devices on iPadOS and MacOS must disable the Prevent Cross-Site Tracking setting in the Safari settings.

CRM for iPad does not support passing credentials or other form data to external websites. If a customer wishes to create a custom landing page or dashboard, Veeva recommends creating a Visualforce page within their org and setting the URL to point to that page. The Visualforce page can then include links to the company intranet or other sites.