Network Integration Permission Sets

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
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 is required to the following NET network fields. These new 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 Read

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: