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
CRM Permissions and Settings
Grant the following permissions for all user profiles.
WeChat Settings
|
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. |
Record Type Settings
|
Object |
Record Type |
Admin |
User Profile |
|---|---|---|---|
|
Consent Type |
WeChat_vod |
Active and Enabled |
Active and Enabled |
|
Content Type |
WeChat_WeChatWork_vod |
Active and Enabled |
Active and Enabled |
|
Multichannel Consent |
WeChat_vod |
Active and Enabled |
Active and Enabled |
|
Multichannel Content |
Engage_Presentation_vod |
Active and Enabled |
Active and Enabled |
|
Sent Message |
WeChat_vod |
Active and Enabled |
Active and Enabled |
|
Multichannel Activity |
WeChat_wec_vod |
Active and Enabled |
Not Required |
|
Multichannel Active Line |
WeChat_wec_vod |
Active and Enabled |
Not Required |
Object Permissions
Grant the following by applying the appropriate permission set:
- For admins and integration users - AWEC_ADMIN_INTEGRATION_USER_VOD
- For end users - AWEC_FIELD_USER_VOD
|
Object |
Administrator |
Profile |
|---|---|---|
|
Content Type |
CRUD |
R |
|
Multichannel Content |
CRUD |
R |
|
Send Message |
CRUD |
CR |
|
DCR fields Type (if DCR is enabled) |
CRUD |
R |
|
MultiChannel Consent |
CRUD |
CRU |
|
Consent Type |
CRUD |
R |
Field-Level Security
|
Object |
Field |
Administrator |
Profile |
|---|---|---|---|
|
Multichannel Consent |
Content_Type_vod |
Edit |
Edit |
|
Channel_Value_vod |
Edit |
Edit |
|
|
Account_vod |
Edit |
Edit |
|
|
Capture_Datetime_vod |
Edit |
Edit |
|
|
Captured_By_vod |
Edit |
Edit |
|
|
Consent_Type_vod |
Edit |
Edit |
|
|
Opt_Expiration_Date_vod |
Edit |
Edit |
|
|
Opt_Type_vod |
Edit |
Edit |
|
|
User_Last_Notified_vod |
Edit |
Read |
|
|
Consent_Confirm_Datetime_vod |
Edit |
Read |
|
|
Union_Id_vod |
Edit |
Edit |
|
|
Content Type |
Name |
Edit |
Edit |
|
Service_Account_App_Id_vod |
Read |
Read |
|
|
Disclaimer_Page_Url_vod |
Read |
Read |
|
|
External_Id_vod |
Read |
Read |
|
|
Account |
Union_Id_vod |
Edit |
Edit |
|
Total_Sent_Message_vod |
Edit |
Read |
|
|
Formatted_Name_vod |
Edit |
Read |
|
|
Account_Search_LastFirst_vod |
Edit |
Read |
|
|
Account_Search_FirstLast_vod |
Edit |
Read |
|
|
Account_Search_Business_vod |
Edit |
Read |
|
|
PersonTitle |
Read |
Read |
|
|
PersonDepartment |
Read |
Read |
|
|
Approved Document |
Name |
Edit |
Edit |
|
Content_Type_vod |
Edit |
Read |
|
|
Email_Html_1_vod |
Edit |
Read |
|
|
Product_vod |
Edit |
Read |
|
|
Sent Message |
Account |
Edit |
Edit |
|
Capture Date Time |
Edit |
Edit |
|
|
Content |
Edit |
Edit |
|
|
Content Clicked |
Read |
Edit |
|
|
Content Type |
Edit |
Edit |
|
|
Created By |
Read |
Edit |
|
|
Currency |
Edit |
Edit |
|
|
Delivered Datetime |
Edit |
Edit |
|
|
Detailed Group |
Read |
Edit |
|
|
Last Modified By |
Edit |
Edit |
|
|
Last Opened Datetime |
Edit |
Edit |
|
|
Name |
Read |
Edit |
|
|
Opened |
Edit |
Edit |
|
|
Owner |
Edit |
Edit |
|
|
Product |
Edit |
Edit |
|
|
Record Type |
Edit |
Edit |
|
|
Sent Datetime |
Edit |
Edit |
|
|
Status |
Edit |
Edit |
|
|
Template |
Edit |
Edit |
|
|
Territory |
Edit |
Edit |
|
|
Total Duration |
Edit |
Edit |
|
|
Total Interaction |
Edit |
Edit |
|
|
User |
Edit |
Edit |
|
|
VExternal ID |
Edit |
Edit |
|
|
Multichannel Activity |
Sent_Message_vod |
Edit |
Read |
|
Sent_Message_External_Id_vod |
Edit |
Read |
|
|
Multichannel Content |
Cobrowse_vod |
Edit |
Read |
|
Description_vod |
Edit |
Read |
|
|
Detail_Group_vod |
Edit |
Read |
|
|
Display_Order_vod |
Edit |
Read |
|
|
Expired_vod |
Edit |
Read |
|
|
Language_vod |
Edit |
Read |
|
|
Presentation_Id_vod |
Edit |
Read |
|
|
Product_vod |
Edit |
Read |
|
|
Vault_DNS_vod |
Edit |
Read |
|
|
Vault_Doc_Id_vod |
Edit |
Read |
|
|
Vault_External_Id_vod |
Edit |
Read |
|
|
Vault_GUID_vod |
Edit |
Read |
|
|
VExternal_Id_vod |
Edit |
Read |
|
|
Consent Type |
Product_Preference_vod |
Edit |
Read |
|
Disclaimer_Text_vod |
Edit |
Read |
Visualforce Page Permissions
|
Visualforce Page Label |
Administrator |
User Profile |
|---|---|---|
|
WeChat Administration Console |
Available |
Hidden |
|
WeChat Content Preview |
Available |
Hidden |
|
Clear WeChat Cache |
Available |
Hidden |
Tab Permissions
|
Table Name |
Administrator |
Profile |
|---|---|---|
|
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 |
