Configuration

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

Prerequisites

There are several prerequisites you must configure before configuring Approved WeChat:

  • Tencent WeChat Enterprise Account
  • Tencent WeChat Service Accounts
  • Engage for Portals
  • MyInsights
  • Consent Capture

CRM Permissions and Settings

The following outlines the CRM permissions needed by the administrator and 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. Veeva provides to the customer.
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 MANAGER TERRITORY ENABLE_MANAGER_TERR_vod__c Number(2, 0) Enable the manager's territory to display on Approved WeChat
MESSAGE LIMIT MESSAGE_LIMIT_vod__c Text(100) The setting for message limitation for each account - Default value is 4, maximum is 999. Setting value to 0 will prevent Reps from sending messages.
PROFESSIONAL RECORD TYPES PROFESSIONAL_RECORD_TYPES_vod__c Text Area(255) The account's record types to display in the account list in Approved WeChat. Default value is Professional_vod. Each Record Type name must be followed with a double semicolon (e.g. Professional_vod;;TestProfessional;;)
WECHAT_CRM_BASE_URL WECHAT_CRM_BASE_URL_vod__c Text(255) The WeChat CRM server URL. Veeva provides to the customer.

Record Type Settings

Object Record Type Admin End User
Consent Type WeChat_vod Active and Enabled Active and Enabled
Content Type WeChat_Service_Account_vod Active and Enabled Active and Enabled
Multichannel Consent WeChat_vod Active and Enabled Active and Enabled
Consent Line Content_Type_vod Not required Not required
Message Template Content WeChat_Template_Content_vod Active and Enabled Active and Enabled
Multichannel Content Engage_vod Active and Enabled Active and Enabled
Approved Document WeChat_Service_Account_Template_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 Activity Line WeChat_wec_vod Active and Enabled Not required

Object Permissions

The permissions mentioned below can be granted by applying the appropriate permission set:

  • AWEC_ADMIN_INTEGRATION_USER_VOD – For admins and integration users.
  • AWEC_FIELD_USER_VOD – For end users
Object Administrator End User
Approved Document CRUD R
Content Type CRUD R
Message Template Content CRUD R

Multichannel Content

CRUD

R

Sent Message CRUD R

Field-Level Security

Object Field Administrator End User
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
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
zvod_Account_QRcode_vod Read Read
Message Template Content Content Edit Read
Created By Read Read
Currency Edit Edit
Last Modified By Read Read
Medical Event Edit Read
Name Read Read
Owner Edit Edit
Record Type Edit Edit
Template Edit Read
Approved Document Name Edit Edit
Content_Type_vod Edit Read
Email_HTML_1_vod Edit Read

Product_vod

Edit

Read

WeChat_Template_ID_vod Edit Read
Sent Message Account Edit Read
Capture DateTime Edit Read
Content Edit Read
Content Clicked Read Read
Content Type Edit Read
Created By Read Read
Currency Edit Edit
Delivered Datetime Edit Read
Detailed Group Read Read
Last Modified By Edit Read
Last Opened Datetime Edit Read
Name Read Read
Opened Edit Read
Owner Edit Edit
Product Edit Read
Record Type Edit Edit
Sent Datetime Edit Read
Status Edit Read
Template Edit Read
Territory Edit Read
Total Duration Edit Read
Total Interaction Edit Read
User Edit Read
VExternal ID Edit Read
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

VisualForce Page Permissions

VisualForce Page Label Administrator End User
WeChat Administration Console Available Hidden
Wechat_Content_Preview Available Hidden
Clear WeChat Cache Available Hidden

Tab Permissions

Tab Name Administrator End User
Wechat_Content_Preview Available Hidden
Clear_WeChat_Cache_vod Available Hidden