Permission sets are now available for Network Integration making it easier to get started with integrating Network and CRM. Two permission sets are included: one for Administrator or integration users and one for end users:
- NETWORK_INTEGRATION_USER_VOD
- NETWORK_FIELD_USER_VOD
The following is a quick-start guide outlining the permissions included in delivered permission sets. These may overlap with configuration instructions outlined in other areas of the Network integration documentation. This is not intended to outline all features of Network Integration.
Major versions of Veeva CRM may update these permission sets to include permissions to the newest features. New feature deployment involves change management and training. For that reason, we recommend cloning the Veeva-delivered permission sets and enabling the features that you want to use.
Ensure the VeevaUserPermissions Apex Class is installed before continuing with permission sets. See Security in Veeva CRM for more information.
Object Permissions
| Object | Field | Admin/Integration |
|---|---|---|
| Account | No C&D | CRUD |
| Account_Territory_Loader_vod | No C&D | CRUD |
| Address_vod | No C&D | CRUD |
|
Child_Account_vod |
R | CRUD |
| Network_Mapping_vod | R | CRUD |
|
Network_Object_Mapping_vod |
R | CRUD |
| Network_Field_Mapping_vod | R | CRUD |
|
Network_Reference_Mapping_vod |
R |
CRUD |
| DCR_Field_Types_vod | R | CRUD |
|
Data_Change_Request_vod |
CRU | CRUD |
| Data_Change_Request_Line_vod | CRU | CRU |
Granting Record Type Access
Grant access to all record types for the following objects:
- Data_Change_Request_vod
- Network_Field_Mapping_vod
- Network_Reference_Mapping_vod
Grant access to only the following record type for the Address object:
- CompanyMaintained
Granting Access to Visualforce Pages
Grant all users access to the following Visualforce pages:
- DCR_vod
- Edit_Address_DCR_vod
- Edit_Child_Account_DCR_vod
- New_Child_Account_DCR_vod
- New_Parent_Account_DCR_vod
- New_Address_DCR_vod
- View_Child_Account_vod
Granting Tab Availability
| Object Tab | Field | Admin/Integration User |
|---|---|---|
| DCR_Field_Types_vod | Default On | Default On |
| Data_Change_Request_vod | Default On | Default On |
| Visualforce Page | Field | Admin/Integration User |
|---|---|---|
| Network Administrator | Hidden | Default On |
| Veeva Process Scheduler | Hidden | Default On |
Individual Field Permissions
Access is required to the following existing network fields:
| Object | Field | End User | Admin/Integration User |
|---|---|---|---|
| Account | Network_External_ID_vod | Read | Edit |
| Account | Customer_Master_Status_vod | Read | Edit |
|
Account_Territory_Loader_vod |
NAW_Alignment_vod |
Edit |
Edit |
|
Address_vod |
Customer_Master_Status_vod |
Read |
Edit |
|
Address_vod |
Network_License_Entity_ID_vod | Read | Edit |
|
Address_vod |
Network_DEA_Entity_ID_vod |
Read | Edit |
|
Address_vod |
Network_CDS_Entity_ID_vod | Read | Edit |
|
Address_vod |
Network_ASSMCA_Entity_ID_vod |
Read | Edit |
|
Address_vod |
Network_Sample_Eligibility_vod | Read | Edit |
|
Child_Account_vod |
Customer_Master_Status_vod |
Read | Edit |
| Child_Account_vod | Network_Primary_vod | Read | Edit |
|
Data_Change_Request_vod
|
all fields |
Read | Edit
|
|
Parent_Data_Change_Request_vod |
Edit |
||
| Data_Change_Request_Line_vod |
all fields |
Edit | Edit |
|
DCR_Field_Types_vod |
all fields |
Read | Edit |
| Network_Mapping_vod |
all fields |
Read | Edit |
|
Network_Object_Mapping_vod |
all fields |
Read | Edit |
| Network_Field_Mapping_vod |
all fields |
Read | Edit |
|
Network_Reference_Mapping_vod |
all fields |
Read | Edit |
| User | Network_Admin_vod | n/a | Read |
In addition to out-of-the-box fields on specific objects listed above, access should be added to customer created Network mapped fields. These fields should be considered part of the base install as a best practice:
| Object | Field | End User | Admin/Integration User |
|---|---|---|---|
| Account | Network_External_ID | Read |
Edit |
| Account | NET_Account_Status | Read | Edit |
| Account |
NET_Account_Type |
Read | Edit |
| Account | NET_TIN | Read | Edit |
|
Address_vod |
Network_External_ID |
Read | Edit |
|
Address_vod |
NET_Address_Ordinal | Read | Edit |
|
Address_vod |
NET_Address_Status |
Read | Edit |
|
Address_vod |
NET_Address_Type | Read | Edit |
|
Address_vod |
NET_Veeva_Mastered |
Read | Edit |
| Child_Account_vod | Network_External_ID | Read | Edit |
To use Network DCRs, additional configuration is required. See the Configuration section for more information.
Edit Override for DCR Enabled Objects
The edit action on Account and Address can be overridden to use the Data Change Request interface and to enable a consistent user experience across the CRM application.
Page Layouts
Remove the standard SFDC 'Edit' button from page layouts that create DCRs. Replace it with the custom Edit DCR button. The custom Edit DCR button names are Edit_DCR_vod, Edit_Address_DCR_vod, and Edit_Child_Account_DCR_vod for Account, Address, and Child Account, respectively.
- Data Change Request Layouts
- Data Change Request Line Layouts
- DCR Field Type Layouts
Data Loads
The following data loads should also be considered as part of the base install as best practices:
- Network Mapping
- Network Object Mapping
- Network Field Mapping
- Network Reference Mapping
- DCR Field Types
Related Topics
For more information regarding additional required and optional configurations, see the following:
