Key Opinion Leader Profile

  • iPad
  • Online
  • Windows

The Key Opinion Leader (KOL) profile can be used by medical teams and MSLs to view information required to establish and maintain peer-to-peer relationships with Key Opinion Leaders (KOLs). The KOL profile allows users to view large amounts of research data about stakeholders, or accounts, in a manageable format. While standard account profiles are designed to execute on activities and data entry, the KOL profile is research-driven. The profile contains information such as speaker engagement details and publications that users can reference for day-to-day meeting preparation.

Another customizable KOL profile page is available in Veeva CRM and Veeva Medical. For CRM, the page can be configured as the default page for a KOL. For Veeva Medical, the page replaces the existing KOL profile page, when configured. For more information, see Setting the Default MyInsights KOL Profile.

Configuring the KOL Profile

Prerequisite:

Medical CRM Initial Configuration

To configure the KOL profile:

  1. Update the following data types:
    ObjectFieldData Type
    Stakeholder_Clinical_Trial_vodAccount_ID_vodMaster Detail

    Clinical_Trial

    Account

    Lookup

    Stakeholder_Publication_vodAccount_ID_vodMaster Detail

    Publication

    Account

    Lookup

  2. Activate the Stakeholder_Layout_vod VMOC.
  3. Activate the following VMOCs and add Where clauses:
    VMOCWhere Clause
    Stakeholder_Publication_vodWhere Account_Id_vod__c in (Select Id from Account)

    Stakeholder_Clinical_Trial_vod

    Where Account_Id_vod__c in (Select Id from Account)

    PublicationWhere Id in (Select Publication_ID_vod__c from Stakeholder_Publication_vod__c)

    Clinical_Trial

    Where Id in (Select Clinical_Trial_vod__c from Stakeholder_Clinical_Trial_vod__c)

  4. Enable the KOL_vod field on the Account object.

    If the KOL_vod field is enabled, the pop-up profile page displays when a user selects a Stakeholder from the My Stakeholders page. If the KOL_vod field is disabled, the Account Overview Timeline page displays, if configured. If neither is configured, the Account Detail page displays.

  5. Grant Read permission to the Stakeholder_Layout_vod object.
  6. Grant Read permission to the following objects to display activity icons as needed.
  7. Activity

    Object

    Publications

    • Stakeholder_Publication_vod
    • Publication_vod

    Clinical Trials

    • Stakeholder_Clinical_Trial_vod
    • Clinical_Trial_vod

    Focus Areas

    Focus_Area_vod

    Positions

    Position_vod

    Company Collaboration

    Company_Collaboration_vod

    Events

    • Event_Attendee_vod
    • Medical_Event_vod
  8. Ensure the user has FLS edit access to all fields on the Stakeholder_Layout_vod page layout and to fields from the pull-in object (for example, Stakeholder_Clinical_Trial_vod and Clinical_Trial).
  9. Display summary charts on the activity drill-in pages by placing the chart field in the corresponding section on the Stakeholder_Layout_vod page layout.

    Chart

    Page Layout Section

    Field

    Publications

    Stakeholder_Publication_vod__c.Account_Id_vod__c

    zvod_PUB_Chart_vod

    Clinical Trials

    Stakeholder_Clinical_Trial_vod__c.Account_Id_vod__c

    zvod_CT_Chart_vod

    Focus Areas

    Focus_Area_vod__c.Account_vod__c

    zvod_FOCUSAREA_Chart_vod

    Positions

    Position_vod__c.Account_vod__c

    zvod_POSITION_Chart_vod

    Company Collaboration

    Company_Collaboration__c.Account_vod__c

    zvod_CCLB_Chart_vod

    Events

    Events_Attendee_vod__c.Account_vod__c

    zvod_MEDEVENT_Chart_vod

  10. Grant FLS edit access to the Photo_vod field on the Account object to enable photo capture and update.
  11. Activate the following VMOCs for iPad to display related objects.
    • Focus_Area_vod
    • Position_vod
    • Company_Collaboration_vod
  12. Enable Medical Events for offline use to display Events-related items offline.

Using the KOL Profile

The KOL icon   makes it easy to differentiate KOLs from other Stakeholders. When users select a KOL’s name, the KOL profile displays. Select available tiles for more information.