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
  • 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
  • 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

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
  • 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

Union_Id_vod

Edit

Approved_Document_vod

 

 n/a n/a
  • Content_Type_vod
  • Email_Html_1_vod
  • Product_vod

Read

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

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
  • 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