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.
Alternatively, admins can apply the following permission sets to the appropriate user profiles:
- WeChat admin users: AWEC_ADMIN_INTEGRATION_USER_VOD
- Manager and rep users: AWEC_FIELD_USER_VOD
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 |
