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

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