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
    • Allow_Any_Product_Fragment_vod
    • Allowed_Document_IDs_vod

    • Detail_Group_vod

    • Document_Description_vod

    • Document_Host_URL_vod

    • Document_ID_vod

    • Document_Last_Mod_DateTime_vod

    • Email_Allows_Documents_vod

    • Email_Domain_vod

    • Email_Fragment_HTML_vod

    • Email_From_Address_vod

    • Email_From_Name_vod

    • Email_HTML_1_vod

    • Email_ReplyTo_Address_vod

    • Email_ReplyTo_Name_vod

    • Email_Subject_vod

    • Email_Template_Fragment_Document_ID_vod

    • Email_Template_Fragment_HTML_vod

    • ISI_Document_ID_vod

    • Language_vod

    • Other_Document_ID_List_vod

    • PI_Document_ID_vod

    • Piece_Document_ID_vod

    • Product_vod

    • Status_vod

    • Territory_vod

    • Vault_Document_ID_vod

    • Vault_Instance_ID_vod

    Read

    Email_Activity_vod

    R

    • Email_Activity_vod
    • Vault_Activity_vod
    • Event_type_vod
    • Activity_DateTime_vod

    • Event_Msg_vod

    • Approved_Document_vod

    • City_vod

    • Click_URL_vod

    • Client_Name_vod

    • Client_OS_vod

    • Client_Type_vod

    • Country_vod

    • Device_Type_vod

    • Vault_Doc_ID_vod

    • Vault_Doc_Name_vod

    • Vault_Document_Number_vod

    • Vault_Document_Title_vod

    • IP_Address_vod

    • Link_Name_vod

    • Vault_Document_Major_Version_vod

    • Vault_Document_Minor_Version_vod

    • Region_vod

    • Sent_Email_vod

    • User_Agent_vod

    • Vault_Instance_ID_vod

    Read

    Multichannel_Consent_vod

    CRU

    • Approved_Email_vod
    • CLM_vod
    • Engage_vod
    • Sample_Consent_vod
    • Account_vod
    • Capture_Datetime_vod

    • Channel_Source_vod

    • Channel_Value_vod

    • Detail_Group_vod

    • Last_Device_vod

    • Mobile_ID_vod

    • Opt_Expiration_Date_vod

    • Opt_Type_vod

    • Product_vod

    • Signature_Datetime_vod

    • Signature_ID_vod

    • Signature_vod

    Edit

    • Optout_Event_Type_vod

    Read

    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
    • Account_Email_vod
    • Account_vod

    • Approved_Email_Template_vod

    • Call2_vod

    • Capture_Datetime_vod

    • Detail_Group_vod

    • Email_Config_Values_vod

    • Email_Fragments_vod

    • Email_Group_Id_vod

    • Email_Sent_Date_vod

    • Email_Source_vod

    • Last_Device_vod

    • MC_Capture_Datetime_vod

    • Mobile_ID_vod

    • Product_Display_vod

    • Product_vod

    • Related_Transaction_ID_vod

    • Sender_Email_vod

    • Status_vod

    • Subject_vod

    • Territory_vod

    • User_Input_Text_vod

    • Valid_Consent_Exists_vod

    Edit
    • Approved_Document_Views_vod
    • Click_Count_vod

    • Clicked_vod

    • Email_Content_vod

    • Email_Content2_vod

    • Failure_Msg_vod

    • Last_Activity_Date_vod

    • Last_Click_Date_vod

    • Last_Open_Date_vod

    • Open_Count_vod

    • Opened_vod

    Read
    TSF_vod R n/a
    • Account_vod
    • Allowed_Products_vod
    Read
    User R n/a
    • Approved_Email_Admin_vod
    Read

    User_Detail_vod

    CRU

    User_Detail_vod

    n/a

    n/a

    If users are granted FLS edit permission to the Entity_Reference_ID_vod field on the Sent_Email_vod object, they must also be granted access to the VOCAccountSearch Apex class.

  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 Browser (Classic) 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.