Configuring Approved Email End Users

Initial configuration includes the setup of all default functionality for Approved Email. Some functionality requires additional configuration.

Configuring End Users

To configure Approved Email for end users:

  1. Grant the following permissions

    Object OLS Record Types Fields FLS
    Account R n/a
    • Approved_Email_Opt_Type_vod
    • Language_vod
    • Restricted_Products_vod
    Read
    Approved_Document_vod R
    • Case_Template_vod
    • CoBrowse_Invite_Template_vod
    • Email_Fragment_vod
    • Email_Receipt_vod
    • Email_Template_vod
    • Engage_vod
    • Medical_Inquiry_Template_vod
    • Engage_Document_Id_vod
    Edit
    • Allowed_Document_IDs_vod
    • Allow_Any_Product_Fragment_vod
    • Check_Consent_vod
    • Language_vod
    • Vault_Document_ID_vod

      This is the Field Name, not the Field Label.

    Read
    Contact R n/a
    • IndividualId
    Edit

    Email_Activity_vod

    R

    • Email_Activity_vod
    • Vault_Activity_vod
    • Sent_Email_vod

    Edit

    • Link_Name_vod
    Read

    Multichannel_Consent_vod

    CRU

    • Approved_Email_vod
    • CLM_vod
    • Engage_vod
    • Sample_Consent_vod
    • Account_vod

    Edit

    Sent_Email_vod CRU
    • Account_vod
    • Call_vod
    • Case
    • CLM_vod
    • CoBrowse_Invite_vod
    • Email_Receipt_vod
    • Events_Management_vod
    • Medical_Event_vod
    • Medical_Inquiry_vod
    • Call2_vod
    • Capture_Datetime_vod
    • Email_Sent_Date_vod
    • Email_Source_vod
    • Medical_Inquiry_vod
    • Parent_Email_vod
    • Related_Transaction_Id_vod
    • Scheduled_Send_Datetime_vod
    • Territory_vod
    Edit
    • Email_Content_vod
    • Email_Content2_vod
    Read
    TSF_vod R n/a
    • Account_vod
    Edit
    • Allowed_Products_vod
    Read
    User R n/a
    • Approved_Email_Admin_vod
    Read

    User_Detail_vod

    CRU

    User_Detail_vod

    n/a

    n/a

  2. Grant access to the following Visualforce pages:

    • Approved_Email_Admin_Page_vod
    • Email_Opt_in_vod
    • Send_Approved_Email_vod
    • User_Detail_Image_vod
  3. Add the Send_Email_vod button to the appropriate Account page layouts. This step is only required if you want to enable sending emails on the Online platform.

Permission Sets

Permissions can be applied to a User via profile permissions or permissions sets. Permission sets are available in Approved Email product, making it easier to get started with Approved Email. Two permission sets are included, one for the Administrator or integration user, and one for the field user:

  • AE_ADMIN_INTEGRATION_USER_VOD – For admins and integration users
  • AE_FIELD USER_VOD – For end users

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, Veeva recommends 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.