Configuration

Approved WeChat on WeCom configuration requires specific steps in Tencent WeCom, Veeva CRM, and Veeva Vault.

Prerequisites

There are several prerequisites you must configure before configuring WeCom Applications:

Tencent WeChat Open Platform
Tencent WeCom Corp Account
Tencent WeChat Service Account
Veeva Consent
Engage for Portals
China CDN

WeChat Settings

Enable the following WeChat Settings for all user profiles:

Field Label	API Name	Data Type	Notes
APPROVED WECHAT BASE URL	APPROVED_WECHAT_BASE_URL_vod__c	URL(255)	Used for Approved WeChat server URL SBX: https://awec-35-sbx-app-ap.veevacrm.com/wechatcrm PROD: https://awec-35-app-ap.veevacrm.com/wechatcrm
ENABLE APPROVED WECHAT	ENABLE_APPROVED_WECHAT_vod__c	Number(1, 0)	Enable Approved WeChat feature - 1 is enabled, 0 is disabled.
ENABLE CONTENT FORWARDING	ENABLE_CONTENT_FORWARDING_vod__c	Number(1, 0)	Enable content forwarding - 1 is enabled, 0 is disabled.
ENABLE CUSTOMIZED CONSENT DISCLAIMER	CUSTOMIZED_CONSENT_DISCLAIMER_vod__c	Number	This Setting helps enable a customized consent disclaimer feature for customers in WeCom CRM. Default value 0 will only be used for Tencent's Consent Disclaimer; value 1 will be used for Customized Consent Disclaimer sent after authenticating HCP; value 2 will be used for Customized Consent Disclaimer sent after adding a new HCP.

CRM Permissions

The following outlines the CRM permissions needed by admin and end user profiles.

Admins and Integration Users

Grant admins and integration users the following permissions or apply the AWEC_ADMIN_INTEGRATION_USER_VOD permission set:

Object	OLS	Record Types	Fields	FLS
Account	n/a	n/a	Account_Search_Business_vod Account_Search_FirstLast_vod Account_Search_LastFirst_vod Formatted_Name_vod Total_Sent_Message_vod Union_Id_vod	Edit
Account	n/a	n/a	PersonTitle PersonDepartment	Read
Approved_Document_vod	n/a	n/a	Content_Type_vod Email_Html_1_vod Name Product_vod	Edit
Consent_Type_vod	CRUD	WeChat_vod	Disclaimer_Text_vod Product_Preference_vod	Edit
Content_Type_vod	CRUD	WeChat_WeChatWork_vod	Service_Account_App_Id_vod Disclaimer_Page_Url_vod External_Id_vod	Read
Content_Type_vod	CRUD	WeChat_WeChatWork_vod	Name	Edit
DCR_Field_Type_vod (if DCR is enabled)	CRUD	n/a	n/a	n/a
Multichannel_Activity_Line_vod	n/a	WeChat_wec_vod	n/a	n/a
Multichannel_Activity_vod	n/a	WeChat_wec_vod	Sent_Message_External_Id_vod Sent_Message_vod	Edit
Multichannel_Consent_vod	CRUD	WeChat_vod	Account_vod Capture_Datetime_vod Captured_By_vod Channel_Value_vod Consent_Confirm_Datetime_vod Consent_Type_vod Content_Type_vod Opt_Expiration_Date_vod Opt_Type_vod Union_Id_vod User_Last_Notified_vod	Edit
Multichannel_Content_vod	CRUD	Engage_Presentation_vod	Cobrowse_vod Description_vod Detail_Group_vod Display_Order_vod Expired_vod Language_vod Presentation_Id_vod Product_vod Vault_DNS_vod Vault_Doc_Id_vod Vault_External_Id_vod Vault_GUID_vod VExternal_Id_vod	Edit
Sent_Message_vod	CRUD	WeChat_vod	Account_vod Capture_Datetime_vod Content_Type_vod Content_vod Currency_vod Delivered_Datetime_vod LastModifiedById Last_Open_Datetime_vod Opened_vod OwnerId Product_vod RecordTypeId Sent_Datetime_vod Status_vod Template_vod Territory_vod Total_Duration_vod Total_Interacts_With_Content_vod User_vod VExternal_Id_vod	Edit
Sent_Message_vod	CRUD	WeChat_vod	Content_Clicked_vod CreatedById Detail_Group_vod Name	Read

End Users

Grant end users the following permissions or apply the AWEC_FIELD_USER_VOD permission set:

Object	OLS	Record Types	Fields	FLS
Account	n/a	n/a	Account_Search_Business_vod Account_Search_FirstLast_vod Account_Search_LastFirst_vod Formatted_Name_vod PersonTitle PersonDepartment Total_Sent_Message_vod	Read
Account	n/a	n/a	Union_Id_vod	Edit
Approved_Document_vod	n/a	n/a	Content_Type_vod Email_Html_1_vod Product_vod	Read
Approved_Document_vod	n/a	n/a	Name	Edit
Consent_Type_vod	R	WeChat_vod	Disclaimer_Text_vod Product_Preference_vod	Read
Content_Type_vod	R	WeChat_WeChatWork_vod	Service_Account_App_Id_vod Disclaimer_Page_Url_vod External_Id_vod	Read
Content_Type_vod	R	WeChat_WeChatWork_vod	Name	Edit
DCR_Field_Type_vod (if DCR is enabled)	R	n/a	n/a	n/a
Multichannel_Activity_Line_vod	n/a	n/a	n/a	n/a
Multichannel_Activity_vod	n/a	n/a	Sent_Message_External_Id_vod Sent_Message_vod	Read
Multichannel_Consent_vod	CRU	WeChat_vod	Account_vod Capture_Datetime_vod Captured_By_vod Channel_Value_vod Consent_Type_vod Content_Type_vod Opt_Expiration_Date_vod Opt_Type_vod Union_Id_vod	Edit
Multichannel_Consent_vod	CRU	WeChat_vod	Consent_Confirm_Datetime_vod User_Last_Notified_vod	Read
Multichannel_Content_vod	R	Engage_Presentation_vod	Cobrowse_vod Description_vod Detail_Group_vod Display_Order_vod Expired_vod Language_vod Presentation_Id_vod Product_vod Vault_DNS_vod Vault_Doc_Id_vod Vault_External_Id_vod Vault_GUID_vod VExternal_Id_vod	Read
Sent_Message_vod	CR	WeChat_vod	Account_vod Capture_Datetime_vod Content_Clicked_vod Content_Type_vod Content_vod CreatedById Currency_vod Delivered_Datetime_vod Detail_Group_vod LastModifiedById Last_Open_Datetime_vod Name Opened_vod OwnerId Product_vod RecordTypeId Sent_Datetime_vod Status_vod Template_vod Territory_vod Total_Duration_vod Total_Interacts_With_Content_vod User_vod VExternal_Id_vod	Edit

Visualforce Page Permissions

Visualforce Page Label	Admin	End User
WeChat Administration Console	Available	Hidden
WeChat Content Preview	Available	Hidden
Clear WeChat Cache	Available	Hidden

Tab Permissions

Table Name	Admin	End User
WeChat_Content_Preview	Available	Hidden
Clear_WeChat_Cache_vod	Available	Hidden
Clear WeChat CRM Cache	Available	Hidden
Approved Messaging Administration	Available	Hidden
Engage Content Administrator Console	Available	Hidden
Engage MetaData Admin	Available	Hidden