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
|
|
Edit |
|
Read |
|||
Approved_Document_vod |
n/a |
n/a |
|
Edit |
Consent_Type_vod | CRUD |
WeChat_vod |
|
Edit |
Content_Type_vod | CRUD |
WeChat_WeChatWork_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 |
|
Edit |
Multichannel_Consent_vod |
CRUD |
WeChat_vod |
|
Edit |
Multichannel_Content_vod | CRUD |
Engage_Presentation_vod |
|
Edit |
Sent_Message_vod | CRUD |
WeChat_vod |
|
Edit |
|
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 |
|
Read |
Union_Id_vod |
Edit |
|||
Approved_Document_vod
|
n/a | n/a |
|
Read |
Name |
Edit |
|||
Consent_Type_vod | R |
WeChat_vod |
|
Read |
Content_Type_vod | R |
WeChat_WeChatWork_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 |
|
Read |
Multichannel_Consent_vod |
CRU |
WeChat_vod |
|
Edit |
|
Read | |||
Multichannel_Content_vod | R |
Engage_Presentation_vod |
|
Read |
Sent_Message_vod | CR |
WeChat_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 |