| Getting Started |
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| Setting Up Veeva CRM |
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| Understanding Field Names, Labels, and Types |
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| Salesforce.com Standard Fields |
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| Veeva CRM Standard Fields |
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| Veeva CRM Marker Fields |
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| Custom Fields |
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| Setting up a CRM Sandbox Org |
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| Configurable Lookup Filters and Layouts |
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| Data Loading in CRM |
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| Veeva Messages |
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| Managing the Veeva CRM Cache |
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| Process Scheduler |
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| Personal Data and Data Privacy |
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| Veeva Custom Settings |
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| Section Signals |
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| Administrative Do's and Don'ts |
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| Security in Veeva CRM |
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| Authentication Overview |
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| Delegated Authentication in CRM for iPad |
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| Delegated Authentication for Veeva CRM via MDM |
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| OAuth 2.0 Authentication for Veeva CRM |
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| Enabling OAuth 2.0 Authentication for Veeva CRM Online |
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| Deploying Veeva CRM on iOS with OAuth 2.0 Support (MDM/MAM) |
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| Touch ID and Face ID Authentication |
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| Mobile Device Setup |
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| Sync |
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| Using Autosync |
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| Non-Blocking Sync |
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| Using Incremental Sync |
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| Using the Sync Widget |
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| Managing Sync Settings |
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| Performing a Database Refresh |
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| Using VMobile Object Configurations |
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| Tracking Sync Activity |
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| Handling Sync Errors |
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| CRM for iOS |
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| Installing CRM via the App Store |
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| Managing Veeva CRM Installations with Mobile Device Management (MDM) |
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| Signing In with MFA and Custom Domain |
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| Signing into the iOS Application |
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| Using the Embedded Web Browser |
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| Using the Go Online Button |
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| Saving Passwords to iOS Keychain |
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| Managing Push Notifications |
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| Generating Push Notification Certificates |
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| CRM Mobile Application Home Page |
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| Managing Tab Visibility and Display Order |
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| Uploading Documents, Attachments, and Salesforce Files |
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| Managing Documents and Attachments Offline |
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| Offline Validation Rules |
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| Displaying Time Zones |
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| Syncing Metadata Between Vault and CRM |
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| Child Accounts in Veeva CRM |
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| User Interface Enhancements |
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| Sunrise Bar |
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| Secondary Navigation Bar |
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| Page Level Notifications |
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| Updating Veeva CRM on Windows Desktop |
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| Supported Salesforce Functionality |
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| Lightning |
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| Using Salesforce Files in Veeva CRM with Lightning |
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| Attaching Salesforce Files on Mobile Devices |
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| Lightning Business Apps |
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| Lightning for Medical Inquiry |
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| Salesforce Help Guide |
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| SFDC Shield |
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| SFDC My Domain |
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| SFDC Settings |
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| Core CRM |
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| Accounts |
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| Core Accounts |
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| Initial Configuration |
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| Accounts Users and Roles |
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| Accounts Components |
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| Configuring Accounts |
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| Default Functionality |
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| Record Types in Accounts |
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| Disabling the Create Button for Accounts |
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| Displaying the Primary Parent with a Business or Person Account's Name |
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| Working with Territory Fields |
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| Viewing the Account Timeline |
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| Account Overview Panels |
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| Searching for Accounts |
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| Improved Account Picker |
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| Improved Account Picker for Call Attendees |
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| Using the Account Details Screen |
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| Referencing Office Best Times for Accounts |
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| Global Account Browse |
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| Using Addresses in Accounts |
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| Working with Child Accounts |
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| Displaying Account Maps |
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| Account Deep Linking |
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| Displaying the Multichannel Calendar |
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| Veeva ID |
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| Advanced Functionality |
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| Stamping Country Information for Account and User |
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| Formatting HCP Display Names |
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| Displaying Additional Sphere of Influence Fields |
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| Displaying an Affiliation Count in Sphere of Influence |
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| Using Bookmarks for Account Filters in Sphere of Influence |
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| Dynamic Attributes for Accounts |
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| Merging Duplicate Account or Contact-Related Records |
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| Retaining GPS Coordinates When Modifying an Address |
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| Geocoding Missing Address Coordinates |
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| Enabling Address Inheritance Support |
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| Adding the Business Professional Entity Record Type |
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| Global Account Search |
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| Redirecting the New Account Button to Global Account Search |
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| Decoupled DCR Support for the GAS New Account Button |
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| Customized Columns and Preview Pane |
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| Decoupled Data Change Requests |
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| Displaying the Formulary Matrix |
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| Prescriber Level Formulary |
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| Stakeholder Navigator |
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| Managing Affiliations in Stakeholder Navigator |
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| Customizing Account Fields in Stakeholder Navigator |
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| Cross-Hierarchy Affiliations in Stakeholder Navigator |
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| Displaying Child Accounts for an Account Hierarchy |
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| Viewing Multichannel Activities on the Account Timeline |
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| Displaying Calls Related Lists for Accounts |
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| Enabling MyInsights Custom Account Visualizations |
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| Integrating Veeva Link with a MyInsights Account Page |
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| Displaying Aggregate Spend Icons |
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| Veeva CRM Campaigns |
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| Patient Journey |
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| Customer Journey Data Model |
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| Account Wizards |
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| Default Functionality |
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| New Account Wizard |
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| Parent Account Wizard |
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| New Record Type Wizard |
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| Duplicate Record Checking in Account Wizards |
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| Auto-Creating Affiliations in Account Wizards |
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| Advanced Functionality |
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| Previewing an Account During Creation |
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| Account Hierarchy in Account Wizards |
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| Using Custom Account Record Types with the New Record Type Wizard |
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| Capturing State License Information in Account Wizards |
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| My Accounts |
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| Default Functionality |
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| Creating Accounts and Related Data |
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| Using the Account Details Screen |
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| Account Lists and Views |
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| Visibility of Accounts and Territories |
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| Scheduling a Call in My Accounts |
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| Sticky Sort Order for My Accounts |
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| Account Filter Recall |
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| Regional Manager Governors in My Accounts |
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| My Accounts Alphabar on iPad |
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| Lightning for My Accounts |
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| Child Accounts in Lightning for My Accounts |
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| Advanced Functionality |
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| Managing Dynamic Attributes in My Accounts |
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| Displaying the Engage Profile Indicator on Accounts |
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| Configuring the My Accounts Display |
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| Moving Between Account Lists and Account Views |
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| Identifying Accounts with Account Identifier or Account Name Expansion |
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| Account Planning and Execution |
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| Default Functionality |
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| Account Plans |
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| Advanced Functionality |
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| Account Plan Sharing |
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| Account Plan Notes |
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| Apply Product Plan Button |
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| Calculating Account Plan Progress Using the Account Plan Hierarchy |
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| Supporting Custom Objects in the Account Plan Hierarchy |
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| Managing Call Objectives in Plan Tactics |
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| Product Plans |
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| Product Tactics and Strategies |
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| Using the Apply Product Plan Function |
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| Account Hierarchy Overlay |
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| Account Plan Deep Cloning |
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| Account-Based Selling |
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| Account Tactics |
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| Plan Tactics |
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| Using the Veeva-Provided Custom MyInsights Account Plan Page |
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| Using Action Items for KAMs |
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| Working with Multiple SWOT and Goal Records |
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| Exporting Account Plans to PowerPoint |
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| Timeline View |
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| Default Functionality |
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| Using the Timeline View |
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| Advanced Functionality |
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| Setting the Timeline as the Default View for an Account |
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| Default Account Profile |
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| Timeline FiItering |
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| Multichannel Activities on the Account Timeline |
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| Using Thumbnails in the Timeline View |
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| Displaying the Suggestion Insights Overview Panel |
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| Reviewing Sent Emails in the Account Timeline |
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| Preventing Email Activity from Displaying on the Timeline |
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| Creating Medical Inquiries from the Account Profile View |
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| Clinical Trial and Publication Details on the Account Timeline |
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| Suggestions |
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| Initial Configuration |
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| Suggestions Users and Roles |
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| Suggestions Components |
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| Suggestions Initial Configuration |
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| Default Functionality |
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| Home Page Tile |
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| Account Profile Panels |
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| Scheduling a Call from a Suggestion |
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| Sending an Email from a Suggestion |
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| Assigning a Call Objective to a Suggestion |
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| Score and Sort Order |
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| Assigning a Suggestion as an Insight |
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| Expiration Dates for Suggestions |
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| Displaying the Feedback Dialog |
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| Advanced Functionality |
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| Associating a Driver with a Suggestion |
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| Suggestion Surveys |
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| Dismissing a Suggestion |
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| Marking a Suggestion as Complete |
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| Suggestions Preferences |
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| Territory Management |
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| Components of Territory Management |
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| Territory Management Best Practices |
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| Aligning Accounts to Territories |
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| Zip-to-Terr Alignment |
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| Brick-based Alignments |
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| Using the Account Territory Loader |
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| Testing and Implementing Alignments |
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| Removing Accounts from Territories |
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| Aligning Territories via External Systems |
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| Tracking Manual Territory Alignment History |
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| Sphere of Influence |
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| Managing Account Hierarchies |
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| Accounts Platforms |
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| Products |
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| Initial Configuration for Product Catalog |
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| Users and Roles for Product Catalog |
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| Product Catalog Components |
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| Configuring the Product Catalog |
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| Default Functionality for the Product Catalog |
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| Creating Products in the Product Catalog |
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| Using the My Setup Page |
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| Aligning Promotional Items and BRCs by User |
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| Customizing Product Sort Order |
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| Advanced Functionality for Products |
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| Using the Product Identifier to Search |
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| Using Detail Groups and Detail Topics |
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| Using Product Groups for Order Management |
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| Using Product Groups for Inventory Monitoring |
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| Grouping Products to Support Indication-, Molecule-, and Species-Based Sales Orgs |
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| Product Metrics for Account Profiles |
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| Creating Product-Specific Metric Configurations |
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| Using Product Metrics with Detail Groups and Detail Topics |
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| Product Metrics for Child Accounts |
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| Products Platforms |
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| Calls |
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| Call Planning |
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| Initial Configuration for Call Planning |
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| Users and Roles in Call Planning |
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| Components of Call Planning |
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| Configuring Call Planning |
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| Lightning for My Schedule |
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| Default Functionality for Call Planning |
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| Scheduling Calls and Activities |
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| Viewing and Searching Accounts in My Schedule |
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| Filtering Accounts in My Schedule |
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| Viewing Account Identifiers and Addresses in My Schedule |
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| Scheduling Calls |
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| Scheduling Calls in Agenda or Day View |
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| Scheduling Calls in Week View |
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| Scheduling Calls in Scheduler View |
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| Scheduling Calls in Month View |
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| Referencing Office Best Times for Accounts |
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| Scheduling Calls with Office Best Times |
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| Creating Calendar Entries in My Schedule |
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| Managing Scheduled Calls and Activities |
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| Managing Calls and Calendar Entries in My Schedule |
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| Managing Calls and Activities in Agenda or Day View |
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| Managing Calls and Activities in Week View |
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| Managing Calls in Scheduler View |
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| Managing Calls and Activities in Month View |
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| Managing Calls in the Salesforce Calendar |
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| Color Coding Planned Calls in My Schedule |
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| Viewing Users' Calendars with Manager View |
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| Sending an Address or Route to Maps |
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| Advanced Functionality for Call Planning |
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| Scheduling Calls and Activities |
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| Using the Business Calendar |
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| Creating Custom My Schedule Filters |
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| MCCP Filtering in My Schedule |
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| Bookmarking Filters in My Schedule |
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| Setting Bookmarks in Classic Cycle Plans |
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| Viewing Custom Information with Display-By |
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| Displaying Account Hierarchies in My Schedule |
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| Enabling My Schedule Map View |
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| Managing Call Cycles |
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| Managing Call Cycles for Child Accounts |
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| Displaying Office Best Times for Child Accounts |
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| Displaying Call Conflict Warnings |
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| Creating Unavailable Time Slots in My Schedule |
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| Creating Time Off Territory in My Schedule |
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| Creating Unavailable Time Slots from Time Off Territory |
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| Preventing Duplicate Time Off Territory Entries |
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| Including Weekend Days in Time Off Territory |
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| Displaying Warnings for Weekend Time Off Territory |
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| Managing Scheduled Calls and Activities |
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| Enabling Call Booking Support |
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| Sharing Calendars |
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| Viewing External Calendars in My Schedule |
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| Viewing Apple Calendars in My Schedule |
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| Associating Saved CLM Activity with Accounts in My Schedule |
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| Displaying Events in My Schedule |
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| Displaying Events in My Schedule for Event Team Members |
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| Viewing Attendee Count and Details in My Schedule |
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| Call Planning Platforms |
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| Call Reporting |
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| Initial Configuration |
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| Components of Call Reporting |
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| Configuring Call Reporting |
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| Default Functionality |
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| Scheduling and Planning a Call |
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| Call Report Entry Points |
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| Call Categories |
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| Executing a Call |
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| Populating the Call Header |
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| Selecting a Call Channel |
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| Selecting a Call Address |
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| Adding a New Address |
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| Selecting a Territory |
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| Selecting a Call Datetime |
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| Capturing Call Activities |
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| Adding Call Attendees |
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| Detailing Products on the Call Report |
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| Capturing Product Discussions on the Call Report |
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| Using Key Messages on the Call Report |
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| Adding Post Call Information |
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| Recording Expenses on the Call Report |
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| Attaching Files to a Call Report |
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| Using the More Actions Button |
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| Saving a Call Report |
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| Submitting a Call |
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| Submitting a Call Report |
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| Unlocking Submitted Calls |
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| Advanced Functionality |
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| Scheduling and Planning a Call |
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| Additional Call Entry Points |
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| Viewing Custom Fields in the Cycle Plan Target Popup |
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| Displaying Product Priority |
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| Executing a Call |
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| Populating the Call Header |
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| Standard Metrics Call Channel |
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| Selecting a Call Channel |
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| Auto-Populating the Call Channel |
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| Restricting Call Channels |
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| Selecting the Call Report Record Type |
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| Selecting the Call Location |
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| Requiring Users to Select a Call Address |
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| Call Address Dependency |
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| Maintaining Separate Call and Signature Datetimes |
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| Capturing the Call Date Only |
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| Limiting Call Backdating |
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| Capturing Call Activities |
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| High Performance Call Report |
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| Call Reporting with Child Accounts |
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| Call Reporting with Events |
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| Stamping Suggestion Title and Reason on the Call Report |
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| Displaying MyInsights Content on the Call Report |
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| Displaying Additional Information on the Call Report |
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| Using Action Items on the Call Report |
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| Capturing Unique Information for Group Call Attendees |
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| Highlighting Target Products on the Call Report |
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| Customizing Product Discussions on the Call Report |
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| Deselecting CLM Product Details on the Call Report |
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| Requiring Medical Discussions on the Call Report |
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| Customizing Key Messages |
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| Targeting Key Messages to Accounts |
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| Capturing Signatures on the Call Report |
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| Capturing Electronic Signatures for Sampling |
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| Capturing Signatures for Calls Without Samples |
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| Swapping the Signee |
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| Stamping the Signature Location on the Call Report |
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| Viewing Captured Signatures |
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| Customizing the Signature Page |
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| Modifying the Signature Disclaimer |
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| Displaying Country-Specific Disclaimers |
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| Displaying HCP Information on the Signature Page |
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| Displaying a Marketing Banner |
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| Viewing Survey Targets on the Call Report |
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| Using Pre-Call Notes and Next Call Notes |
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| Adding Post Call Information |
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| Recording Call Expenses in Multiple Currencies |
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| Attaching Expense Receipts for Call Reporting with SAP Concur |
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| Creating Follow-up Activities on the Call Report |
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| Restricting Calls and Products |
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| Restricting Calls by Account |
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| Restricting Calls by Account Record Type |
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| Restricting Products by Account |
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| Displaying Product Restrictions on the Account Overview Page |
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| Defining Allowed Products |
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| Displaying Allowed Products on the Account Overview Page |
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| Submitting a Call |
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| Capturing GPS Coordinates on the Call Report |
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| Limiting Past Call Submission |
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| Hiding the Submit Button Online |
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| Deleting or Archiving Calls |
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| Call Reporting Platforms |
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| Call Sampling |
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| Initial Configuration |
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| Users and Roles in Call Sampling |
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| Components of Call Sampling |
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| Configuring Call Sampling |
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| Configuring Products for Call Sampling |
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| Configuring Sample Requests (BRCs) for Users |
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| Default Functionality |
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| Recording Sample Disbursements |
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| Selecting Products |
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| Selecting Sample Recipients on Standard Group Calls |
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| Creating Sample Requests/BRCs |
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| Saving a Call with Samples |
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| Capturing Signatures for Sampling |
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| Capturing Electronic Signatures for Sampling |
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| Capturing Remote Signatures for Sampling Using Share Link |
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| Paper-Based Sampling |
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| Validating Samples on Signature Capture |
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| Submitting a Call with Samples |
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| Submitting a Call with Samples |
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| Canceling Sample Requests/BRCs |
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| Advanced Functionality |
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| Recording Sample Disbursements |
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| Using Barcodes to Record Call Samples |
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| Adding Multiple Products to the Call Report |
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| Sampling with Specific Regulatory Requirements |
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| Controlled Substance Sampling |
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| Enabling Controlled Substance Sampling |
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| Capturing and Validating CDS License Information |
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| Restricting Sampling by Account Credentials and State |
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| Restricting Controlled Substance Delivery by State |
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| Removing ASSMCA License Validation |
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| Sampling with Mid-level Practitioners |
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| Sampling without License Restrictions |
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| Sampling Non-PDMA Regulated Products |
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| Cold Chain Sampling |
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| Supporting State Distributor License Validation |
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| Displaying the State Distributor License Status Indicator |
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| Selecting an Address for State Distributor License Validation |
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| Viewing Sample Limits on the Call Report |
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| Displaying Sample Warning Indicators |
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| Preventing Negative Sample Inventory |
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| Shipping Sample Requests/BRCs |
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| Shipping Sample Requests (BRCs) to Business Locations |
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| Restricting Sample Send Addresses |
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| Capturing Acknowledgement of Content |
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| Customizing Call Sampling with Section Signals |
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| Capturing Custom Text |
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| Capturing Signatures for Sampling |
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| Capturing a Signature for Sample Opt-In |
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| Capturing Remote Signatures for Sampling in Engage Meeting |
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| Submitting a Call with Samples |
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| Creating Sample Transactions on Save vs. Submit |
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| Creating Sample Transactions on Sign Save |
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| Creating Sample Transactions on Save |
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| Generating Printable Sample Receipts |
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| Call Sampling Platforms |
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| Call Objectives |
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| Using Call Objectives |
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| Call Objective Types |
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| Recording Calls from a Call Objective |
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| Display Order for Call Objectives |
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| Displaying Call Objective Messages |
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| Prerequisite Call Objectives |
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| Business Events |
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| Call Objectives Platforms |
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| Sample Management |
|
| Initial Configuration |
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| Users and Roles in Sample Management |
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| Components of Sample Management |
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| Configuring Sample Management |
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| Default Functionality |
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| Managing Sample-Related Data |
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| Creating Records for Sample Management |
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| Managing Picklist and Field Values for Sampling |
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| Managing HCP License Information |
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| Recording Sample Transactions |
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| Transferring Sample Lots To Users |
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| Confirming Product Receipt |
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| Transferring Products |
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| Creating Product Adjustments |
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| Disbursing Products with Call Sampling |
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| Returning Products |
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| Managing Sample Inventory |
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| Capturing Inventories |
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| Capturing Inventories for Other Users |
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| Activating and Deactivating Sample Lots |
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| Requesting Sample Lots |
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| Supporting Sample Audits |
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| Maintaining Sample Data Integrity |
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| Unlocking Submitted Sample Transaction and Inventory Records |
|
| Advanced Functionality |
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| Managing Sample-Related Data |
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| Managing Non-Sample Products |
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| Grouping Sample Products |
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| Overriding Locked Sample Management Records |
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| Recording Sample Transactions |
|
| Grouping Sample Receipts |
|
| Requiring Users to Manually Confirm Sample Quantities |
|
| Multi-Line Transactions |
|
| Capturing Custom Text |
|
| Supporting State Distributor License Validation |
|
| Displaying the State Distributor License Status Indicator |
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| Selecting an Address for State Distributor License Validation |
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| Cold Chain Sampling |
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| Capturing Acknowledgement of Content |
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| Printing Acknowledgement of Content Receipts |
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| Generating Package Labels for Sample Transfers and Returns |
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| Managing Sample Inventory |
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| Inventory Ordering |
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| Displaying the Negative Sample Warning Indicator |
|
| Printing Inventory Worksheets |
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| Restricting Sampling |
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| Requiring Sample Opt-In |
|
| Capturing Remote Signatures for Sample Opt-In |
|
| Creating Sample and Product Limits |
|
| Using Sample Limit Templates |
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| Viewing Sample Limits on the Call Report |
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| Supporting Sample Audits |
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| Enabling Sample Audits |
|
| Sample Management Platforms |
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| Approved Notes |
|
| Initial Configuration |
|
| Users and Roles in Approved Notes |
|
| Components of Approved Notes |
|
| Configuring Approved Notes |
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| Default Functionality |
|
| Creating Monitoring Rules |
|
| Creating Monitored Phrases |
|
| Using Monitored Text to Review Approved Notes Violations |
|
| Reviewing Approved Notes Monitoring Results |
|
| Using the Job History Table in Approved Notes |
|
| Advanced Functionality |
|
| Creating Country-Specific Approved Notes Rules |
|
| Using Product-Specific Monitoring Rules |
|
| Approved Notes Platforms |
|
| Order Management |
|
| Initial Configuration |
|
| Users and Roles in Order Management |
|
| Components of Order Management |
|
| Configuring Order Management |
|
| Default Functionality |
|
| Managing List Price Rules |
|
| Creating Orders |
|
| Mass Add Products for Offline Orders |
|
| Mass Entry Mode for Online Orders |
|
| Cloning Orders |
|
| Creating Orders from a CLM Presentation |
|
| Changing Order Line Column Widths |
|
| Advanced Functionality |
|
| Pricing Guide |
|
| Price Books |
|
| Linking Price Books to Wholesalers |
|
| Selecting Wholesaler Best Pricing/List Price |
|
| Best Price Logic |
|
| Final Net Price |
|
| Suggested Retail Price |
|
| Product Bundling for Pricing-bound Product Group Level Discounts |
|
| Product Kits |
|
| Bundle Packs |
|
| Enhanced Bundle Packs |
|
| Cross-Product Rebates |
|
| Discounting Orders Based on Inventory Monitoring |
|
| Brand and Product Group Discount Override Support |
|
| Pricing Rules |
|
| Brand Level Pricing Rules |
|
| Delivery Discount Pricing Rules |
|
| Delivery Period Rules |
|
| Discount Rules |
|
| Free Goods Rules |
|
| Percentage of Free Goods Rules |
|
| Limit Rules |
|
| Managing List Price Rules |
|
| Product Group Level Rules |
|
| Payment Terms Rules |
|
| Associating Pricing Rules to Accounts and Account Groups |
|
| Combining Pricing Rules |
|
| Pricing Rules with Product Kits |
|
| Chain Pricing Rules |
|
| Upselling Suggestions in Pricing Rules |
|
| Order Entry |
|
| Single Line Order Entry |
|
| Direct Quantity Order Entry |
|
| Creating Orders from High Performance Call Report |
|
| Saving Valid Lines with Mass Add Products |
|
| Order Line Delivery Splitting |
|
| Order Delivery Date Splitting |
|
| Manual Allocation of Free Goods |
|
| Multiple Recipients for Fulfillment Orders |
|
| Payers and Delivery Location |
|
| Custom Sort of Product Lists |
|
| Fixed Units of Measure on Order Lines |
|
| Order Assortments |
|
| Order Signature Capture |
|
| Printable Orders |
|
| Defaulting an Account Partner |
|
| Custom Product and Order Information |
|
| Order Rounding Modes |
|
| Order Campaign Support |
|
| Product Thumbnails |
|
| Order Management Product Views |
|
| Adding Recommended Order Quantities |
|
| Product-Bound Order Assortments |
|
| Transfer Orders |
|
| Selecting Wholesaler Priority |
|
| Using Mass Add Products with CLM |
|
| Navigation for Orders with CLM |
|
| Enforcing Order Review Using MyInsights |
|
| Viewing Inventory Monitoring Information in an Order |
|
| Order Pull-In Fields |
|
| Processing |
|
| Order Management Approvals |
|
| Payment Terms |
|
| Payment Terms per Delivery |
|
| Unlocking Orders |
|
| Order Soft Delete |
|
| Review and Analyze |
|
| Enforcing Order Review Using MyInsights |
|
| Using the Veeva-Provided Custom MyInsights Product Group Subtotals Page |
|
| Veeva CRM APIs |
|
| Order Management Platforms |
|
| Inventory Monitoring |
|
| Initial Configuration |
|
| Users and Roles in Inventory Monitoring |
|
| Inventory Monitoring Components |
|
| Configuring Inventory Monitoring |
|
| Default Functionality |
|
| Contract Products Mass Add Mode |
|
| Offline Mass Add Mode |
|
| Continuous Inventory Monitoring |
|
| Using the Inventory Monitoring History Tab |
|
| Advanced Functionality |
|
| Capture and Attach Photos for Inventory Monitoring |
|
| Inventory Monitoring Assortments |
|
| Linking Inventory Monitoring with Call Objectives |
|
| Inventory Monitoring Types Per Account |
|
| Photo Tagging for Inventory Monitoring |
|
| Using Planograms to Monitor Inventory |
|
| Inventory Monitoring Platforms |
|
| Contracts |
|
| Contract Architecture |
|
| Contract Lifecycle |
|
| Contract Components |
|
| Configuring Contracts |
|
| Contract Templates |
|
| Creating Contracts from Call Objectives |
|
| Defining Valid Time Frames on Contract Lines |
|
| Capturing and Displaying Signatures on Contract Partner Records |
|
| Contract Batch Process |
|
| Contracts Platforms |
|
| Cycle Plans |
|
| Classic Cycle Plans |
|
| Initial Configuration for Classic Cycle Plans |
|
| Users and Roles in Classic Cycle Plans |
|
| Components of Classic Cycle Plans |
|
| Configuring Classic Cycle Plans |
|
| Default Functionality for Classic Cycle Plans |
|
| Data Loading a Classic Cycle Plan |
|
| Manually Creating a Classic Cycle Plan |
|
| Adding an Account List to a Cycle Plan |
|
| Displaying the Remaining Call Count for a Classic Cycle Plan |
|
| Monitoring Classic Cycle Plan Progress |
|
| Using Classic Cycle Plans in My Schedule |
|
| Advanced Functionality for Classic Cycle Plans |
|
| Creating Account-Level Cycle Plans |
|
| Setting Bookmarks in Classic Cycle Plans |
|
| Activating Cycle Plan Batch Processes |
|
| Excluding Products from a Classic Cycle Plan |
|
| Real-Time Calculations for Classic Cycle Plans |
|
| Customizing Heading Labels for Cycle Plan Targets |
|
| Customizing Fields for Classic Cycle Plan Targets |
|
| Multichannel Cycle Plans |
|
| Initial Configuration for MCCP |
|
| Multichannel Cycle Plans Users and Roles |
|
| Components of Multichannel Cycle Plans |
|
| Configuring Multichannel Cycle Plans |
|
| Default Functionality for MCCP |
|
| Data Loading a Multichannel Cycle Plan |
|
| Manually Creating a Multichannel Cycle Plan |
|
| Using the Multichannel Cycle Plan Admin Console |
|
| Working with the MCCP Interface |
|
| Calculating Over Reached and Under Reached Thresholds for Cycles |
|
| Working with MCCP Status Fields |
|
| Navigating to Target Detail from My Plans |
|
| Supporting Detail Groups |
|
| Detailing Priority on the MCCP Target |
|
| Displaying the Last Activity Date for Each Channel and Product |
|
| Indicating MCCP Goals by Priority in a Single Call Channel |
|
| Setting MCCP Goals for a Detail Group |
|
| Locking Multichannel Cycle Plans |
|
| Merging Accounts with MCCP Records |
|
| Scheduling Calls for MCCP Targets |
|
| Advanced Functionality for MCCP |
|
| Capping Activity and Targets |
|
| Supporting MCCP Child Accounts |
|
| MCCP Filtering by Product-Specific Metrics |
|
| Editing MCCP Goals |
|
| Adding Team-Based Goals |
|
| Supporting Pull-In Fields for MCCP |
|
| Identifying MCCP Target Accounts |
|
| Classic Cycle Plans Platforms |
|
| MCCP Platforms |
|
| Surveys |
|
| Initial Configuration |
|
| Users and Roles in Surveys |
|
| Components of Surveys |
|
| Configuring Surveys |
|
| Default Functionality |
|
| Creating a Survey |
|
| Data Loading Surveys |
|
| Creating Survey Questions |
|
| Creating Questions for Individual Surveys |
|
| Using the Question Bank |
|
| Using Branching Survey Questions |
|
| Adding Segments to a Survey |
|
| Adding Survey Channels |
|
| Adding Survey Targets |
|
| Adding Assignment Rules to Surveys |
|
| Selecting Territories for Surveys |
|
| Publishing a Survey |
|
| Receiving Email Notification of a Published Survey |
|
| Unlocking and Republishing a Survey |
|
| Surveys Privacy Settings |
|
| Executing a Survey |
|
| Monitoring Survey Results |
|
| Linking Survey Targets to Calls |
|
| Advanced Functionality |
|
| Increasing the Number of Survey Questions |
|
| Supporting Currency Answers in Surveys |
|
| Supporting Child Accounts in Surveys |
|
| Creating Surveys for Internal Use |
|
| Surveys in Approved Email |
|
| Viewing Survey Targets on the Call Report |
|
| Surveys Platforms |
|
| Medical Inquiries |
|
| Medical Inquiries Initial Configuration |
|
| Components of a Medical Inquiry |
|
| Medical Inquiry Lifecycle |
|
| Medical Inquiries Veeva Settings |
|
| Configuring Medical Inquiries |
|
| Default Functionality for Medical Inquiries |
|
| Creating a Medical Inquiry |
|
| Customizing the Signature Page |
|
| Configuring Signature Audit |
|
| Modifying the Account Relationship |
|
| Medical Inquiry Fulfillment |
|
| Lightning for Medical Inquiry |
|
| Medical Inquiry Files |
|
| Advanced Functionality for Medical Inquiries |
|
| Configuring the Detail Page |
|
| Configuring Multiple Product Inquiries |
|
| Configuring Print Receipts |
|
| Configuring Call Creation from a Medical Inquiry |
|
| Sending Approved Emails from a Medical Inquiry |
|
| Viewing Medical Inquiries from Vault Medical |
|
| Medical Inquiry Fulfillment Response Method |
|
| Displaying Medical Inquiry Attachments |
|
| Creating Medical Inquiries for Child Accounts |
|
| Medical Inquiry Platforms |
|
| Medical Events |
|
| Medical Events Platforms |
|
| Configuring Medical Events |
|
| Event Start and End Times |
|
| Event Attendees |
|
| Add Attendee Button |
|
| Add My Attendance Button |
|
| Event Attendee Signature Capture |
|
| Creating Medical Events Calendar Reminders |
|
| Child Accounts in Medical Events |
|
| Managing Attendees for Medical Events |
|
| Sending Approved Emails from Medical Events |
|
| Editing Medical Events and Attendees in Lightning |
|
| Supporting Medical Event Sharing Rules on the iPad |
|
| Coaching Reports |
|
| Coaching Reports (Classic) |
|
| Advanced Coaching Reports |
|
| Configuring Advanced Coaching Reports |
|
| Employee Commenting on Advanced Coaching Reports |
|
| Coaching Report Platforms |
|
| Veeva CRM Standard Metrics |
|
| User Type and Country |
|
| Approved Email |
|
| Initial Configuration |
|
| Users and Roles |
|
| Components of Approved Email |
|
| Configuring Approved Email |
|
| Configuring Approved Email Admins and Integration Users |
|
| Configuring Approved Email End Users |
|
| Configuring Approved Email for Offline Devices |
|
| Integrating CRM and Vault for Approved Email |
|
| Creating a Sending Domain |
|
| Viewing Approved Email License Usage |
|
| Creating and Managing Content |
|
| Creating Content |
|
| Creating Approved Email Templates |
|
| Creating Approved Email Fragments |
|
| Creating Content for Email Builder |
|
| Email Builder |
|
| Multi-Product Approved Email Content |
|
| Labeling Links in Approved Email |
|
| Using and Embedding the Vault Viewer in Approved Email Content |
|
| Resources for Creating Approved Email Content |
|
| Approved Email Configuration Tokens |
|
| Adding Footnotes and Citations to Approved Email Content |
|
| Tracking Approved Email Activity Using Tokens |
|
| Inserting Queried Data into an Approved Email |
|
| Formatting Tokens to Display Date and Time |
|
| Personalizing User Profiles |
|
| Adding and Customizing Unsubscribe Links |
|
| Embedding the Unsubscribe Page |
|
| Unsubscribe by Content Type |
|
| Displaying Products on the Unsubscribe Page |
|
| Managing Content |
|
| Testing Staged Approved Email Content |
|
| Previewing Rendered Approved Email Content |
|
| Matching Products for Approved Email Content |
|
| Using Detail Groups in PromoMats / MedComms |
|
| Aligning Approved Email Content to Users |
|
| Aligning Approved Email and CLM Content |
|
| Defining the Language of Approved Email Content |
|
| Customizing Email Header Behavior |
|
| Filtering Approved Email Fragments |
|
| Preventing Approved Email Content from Displaying |
|
| Setting Consent at the Email Template Level |
|
| Restricted Words in Approved Email |
|
| Default Functionality |
|
| Email Tab |
|
| Saving Emails as Drafts |
|
| Rescheduling Scheduled Emails |
|
| Composing Approved Emails |
|
| Managing Approved Email Recipients |
|
| Approved Email Entry Points |
|
| Tracking Approved Email Activity |
|
| Detecting Automated Email Interactions |
|
| Displaying Approved Email Activity on the Timeline |
|
| Approved Email Reports and Dashboards |
|
| Classic Consent in Approved Email |
|
| Components of Classic Consent in Approved Email |
|
| Using Opt-in Signature Capture vs. Paper Consent |
|
| Capturing Approved Email Opt-In Consent |
|
| Controlling Use of the Email Opt-In Action |
|
| Favorite Email Templates and Fragments |
|
| Sending Approved Emails for Cases |
|
| Bounced Email Management |
|
| Advanced Functionality |
|
| Approved Email Receipts for Signature Transactions |
|
| Associating Business Accounts to Approved Emails |
|
| CRM Auto-Publishing for Email Fragments |
|
| One-Click Unsubscribe |
|
| Sending Approved Emails to BCC Recipients |
|
| Reviewing Approved Emails Before Sending |
|
| Tracking Multichannel Activities from Approved Emails |
|
| Using Key Messages in Approved Email Content |
|
| Publishing Method for Email Fragments |
|
| Confirming RSVPs and Activities |
|
| Recommended Emails |
|
| Unsubscribe Functionality in Approved Email |
|
| Approved Email Limits |
|
| Approved Email Platforms |
|
| WeChat in Veeva CRM |
|
| Approved WeChat |
|
| Components of Approved WeChat |
|
| Configuration |
|
| Authorizing Approved WeChat in the Tencent WeChat Service Account |
|
| Setup Veeva Multichannel Consent for WeChat |
|
| WeChat Service Account Templates in Veeva CRM |
|
| Setting Up Content for Approved WeChat |
|
| Approved WeChat Dashboard |
|
| Approved WeChat Notifications |
|
| Sending Engage Invitations via Approved WeChat |
|
| Veeva Approved WeChat on WeCom |
|
| Approved WeChat on WeCom Components |
|
| Configuration |
|
| WeChat on WeCom Setup |
|
| Authorizing Approved WeChat in the Tencent WeChat Service Account |
|
| Salesforce and CRM Setup |
|
| Using Content Tags |
|
| Sharing External Content |
|
| WeChat CRM |
|
| Accounts |
|
| Using Account Lists and Views in WeChat CRM |
|
| Displaying the WeChat Avatar and Nickname in Account Views |
|
| Using Suggestions in WeChat CRM |
|
| Receiving WeChat Notifications for Suggestions |
|
| Data Change Requests |
|
| Product Metrics |
|
| Call Planning |
|
| Call Reporting |
|
| Capturing GPS Coordinates on the Call Report |
|
| Attaching Photos to the Call Report |
|
| Classic Cycle Plans |
|
| Coaching Reports |
|
| Medical Inquiries |
|
| Medical Events |
|
| MyInsights |
|
| CLM |
|
| Initial Configuration |
|
| Users and Roles |
|
| Components of CLM |
|
| Configuring CLM |
|
| Configuring CLM Users |
|
| Integrating CRM and Vault for CLM |
|
| Using Vault's Auto-Publishing for CLM |
|
| Using the CLM Admin Console |
|
| Using the China CDN for Multichannel Content |
|
| Managing Field Mappings Between Vault and CRM |
|
| Using Document States |
|
| Managing CLM Syncs |
|
| Creating and Managing Content |
|
| Creating CLM Content |
|
| Supporting Multi-Product CLM Presentations |
|
| Creating Dynamic Content |
|
| Verifying CLM Configuration |
|
| Testing CLM Content |
|
| Creating HTML Content |
|
| Launching Third-Party Applications from CLM |
|
| Launching Veeva CRM from Third-Party Applications |
|
| Displaying Dynamic Content |
|
| Customizing Slide Navigation |
|
| Tracking User Activity Using JavaScript |
|
| Creating and Updating Records from CLM |
|
| Creating Interactive HTML Content |
|
| Stamping Media Type and Publishing Method for CLM Content |
|
| Integrating Approved Email with CLM |
|
| Integrating External Data with CLM |
|
| Supporting CLM Content |
|
| Packaging Custom CLM Content |
|
| Uploading CLM Content Using FTP |
|
| Using Shared Resources |
|
| Creating AR Content |
|
| Defining AR Scenes |
|
| Customizing AR Lighting |
|
| Managing CLM Content |
|
| Aligning Approved Email and CLM Content |
|
| Updating Auto-Published Presentations |
|
| Defining Sub-Presentation Slides |
|
| Displaying HTML Content on Large Screen Devices |
|
| Using Hidden Presentations |
|
| Cloning Presentations |
|
| Migrating Presentations |
|
| Default Functionality |
|
| Navigating the Media Library |
|
| Managing Favorite Presentations |
|
| Labeling Presentations |
|
| Using Presentation Attributes to Filter Presentations |
|
| Grouping Presentations in the Media Library |
|
| Using Directories in the Media Library |
|
| Searching the Media Library |
|
| Using Custom Presentations on iPad |
|
| Displaying Presentations |
|
| Using the Media Player |
|
| Navigating Slides and Presentations |
|
| Using the Action Menu |
|
| Creating Calls from the Media Player |
|
| Using the Highlighter Pen and Laser Pointer |
|
| Capturing Reactions to Presentations |
|
| Displaying CLM Content on Mobile Devices |
|
| Displaying CLM Content in Veeva CRM on Desktop |
|
| Displaying PDFs in CLM |
|
| Displaying CLM Content from Calls |
|
| Displaying PowerPoint Presentations in CLM |
|
| Analyzing CLM Activity |
|
| Tracking CLM Call Clickstream Activity |
|
| Tracking CLM Key Messages |
|
| Displaying CLM Reports |
|
| Advanced Functionality |
|
| Navigating the Media Library |
|
| Launching the CLM Media Library from the Call Report Online |
|
| Using Advanced Text Search in the Media Library |
|
| Managing Directories |
|
| Using Default Directories |
|
| Managing Training Presentations |
|
| Using Training Presentations |
|
| Adding Watermarks to Training Presentations |
|
| Generating and Sending Dynamic Content |
|
| Displaying Website Content in the Media Library |
|
| Managing the Media Player |
|
| Fading Out CLM Content |
|
| Defining Swipe Sensitivity for Slide Navigation |
|
| Enabling Automatic Video Playback |
|
| Returning to CLM after Capturing Sample Signatures |
|
| Disabling User Actions |
|
| Disabling Standard Navigation |
|
| Disabling Touch Gestures |
|
| Disabling Rotation Lock |
|
| Viewing Slide Notes in Presentations |
|
| Locking CLM Content Size |
|
| Troubleshooting Presentations |
|
| Downloading Media Files |
|
| Retiring Expired Presentations |
|
| Tracking CLM Activity |
|
| Tracking CLM Activity Anonymously |
|
| Capturing Consent for CLM Tracking |
|
| Associating Accounts with Tracked CLM Activity |
|
| Integrating Other Functionality with CLM |
|
| Executing Surveys from CLM |
|
| Using Augmented Reality in CLM |
|
| Supported CLM Functionality on Veeva CRM on Desktop |
|
| Displaying CLM Content in Veeva CRM on Desktop |
|
| Using Advanced Text Search in the Media Library |
|
| Assembling Custom Presentations in Veeva CRM on Desktop |
|
| Tracking CLM Preview Activity on Veeva CRM on Desktop |
|
| Tracking Save for Later CLM Activity in Veeva CRM on Desktop |
|
| CLM Platforms |
|
| Consent Capture |
|
| Initial Configuration |
|
| Users and Roles in Consent Capture |
|
| Components of Consent Capture |
|
| Configuring Consent Capture |
|
| Consent Capture on iPhone |
|
| Default Functionality |
|
| Creating Consent Headers |
|
| Creating Consent Types |
|
| Creating Custom Channels |
|
| Setting Consent Durations |
|
| Creating Consent Lines |
|
| Defining the Display Order of Consent Channels and Lines |
|
| Viewing Signatures on Multichannel Consent Records |
|
| Selecting the Preferred Language |
|
| Locking the Consent Screen |
|
| Managing Channel Values |
|
| Granting Consent |
|
| Confirming Consent Changes with Signatures and Paper Consent IDs |
|
| Advanced Functionality |
|
| Using Detail Groups on Consent Lines |
|
| Using Consent Confirmation Emails |
|
| Using Double Opt-In |
|
| Capturing Consent Using Confirmation Emails for All Channels |
|
| Requiring Signatures on Opt-Out |
|
| Displaying Opt-Out Disclaimer Text |
|
| Requiring Consent Capture for Channel Source Changes |
|
| Tracking Activity in Consent Capture |
|
| Capturing Consent for Approved Email |
|
| Sending Consent Capture Receipts with Approved Email |
|
| Using CLM with Consent Capture |
|
| Consent Capture Platforms |
|
| Engage |
|
| Schedule |
|
| Sending Meeting Requests with Approved Email |
|
| Integrated Scheduling: Accepting and Declining Meeting Requests in My Schedule |
|
| Integrating My Schedule and Microsoft Outlook Calendars |
|
| Viewing Unavailable Time Slots on the Engage Scheduling Site |
|
| Creating Unavailable Time Slots from Calls |
|
| Creating Unavailable Time Slots from Time Off Territory |
|
| Creating Unavailable Time Slots from External Calendar Events |
|
| Booking Agents |
|
| Meet |
|
| Initial Configuration |
|
| Users and Roles |
|
| Components |
|
| Configuring Engage Meeting |
|
| Configuring CLM for Engage Meetings on Veeva CRM on Desktop |
|
| Group Meeting Permissions |
|
| CLM Content Creation Guidelines |
|
| Configuring Microsoft Integrations with the Microsoft Graph API Permission Set |
|
| Engage Group Management |
|
| Supporting Engage and CRM Desktop Sandbox Releases |
|
| Security in Engage |
|
| Integrating Engage Profiles into CRM |
|
| Meeting via Engage |
|
| Default Functionality |
|
| Scheduling and Starting an Engage Meeting |
|
| Remote Meeting Indicator |
|
| Hosting an Engage Meeting on the iPad |
|
| Hosting an Engage Meeting on the Veeva CRM App on Desktop |
|
| Joining an Engage Meeting as an Attendee |
|
| Gallery View on the Web Client |
|
| Using Virtual Backgrounds in Engage |
|
| Reports and Analytics for Engage |
|
| Advanced Functionality |
|
| Using Passwords for Engage Meetings |
|
| Sending Engage Meeting Invitations via Approved Email |
|
| CRM Users Attending an Engage Meeting |
|
| Using the Veeva-Provided Custom MyInsights Engage Splash Screen |
|
| Allowing an Attendee to Share a Screen |
|
| Host Screen Sharing on the iPad |
|
| Joining an Engage Meeting via Zoom |
|
| Adding Dial-in Numbers to Engage Invitations |
|
| Engage Attendance Tracking |
|
| Enhanced Engage Attendance Tracking |
|
| Rating an Engage Experience |
|
| Customizing Engage Rating Feedback with Qualtrics or Medallia |
|
| Meeting via Microsoft Teams |
|
| Scheduling and Starting Microsoft Teams Meetings |
|
| Sending Microsoft Teams Meeting Invitations via Approved Email |
|
| Starting Microsoft Teams Meetings from Calls in Microsoft Outlook |
|
| Attendance Reporting for Microsoft Teams Meetings |
|
| Meeting via Zoom |
|
| Scheduling and Starting Zoom Meetings |
|
| Sending Zoom Meeting Invites via Approved Email |
|
| Share |
|
| Using the HCP Content Player |
|
| Sharing CLM Content via Web Link or QR Code® |
|
| Using Message Templates When Sharing Web Links |
|
| Accessing ISI and PI Documents for CLM Content in the HCP Content Player |
|
| Including ISI and PI Links with CLM Content Web Links |
|
| Sharing Websites via Web Link or QR Code® |
|
| Presenting CLM Content Remotely |
|
| Sign |
|
| Capturing Remote Signatures for Sampling in Engage Meeting |
|
| Capturing Remote Signatures for Sample Opt-In |
|
| Capturing Remote Signatures for Sampling Using Share Link |
|
| Capturing Remote Signatures for Sampling with QR Codes® |
|
| Capturing Remote Signatures for a Medical Inquiry in Engage Meeting |
|
| Capturing Remote Signatures for Medical Inquiry Using Share Link and QR Code® |
|
| Capturing Remote Signatures Asynchronously for BRC Samples (Sign Later) |
|
| Capturing Remote Signatures for Acknowledgement of Content |
|
| Connect |
|
| Initial Configuration |
|
| Engage Connect Users and Roles |
|
| Configuring Engage Connect |
|
| List of Engage Connect Group Settings |
|
| Data-Loading Engage Connect Groups |
|
| Creating the Company Configuration File |
|
| Testing Veeva Engage in Sandboxes |
|
| CRM User Default Functionality |
|
| Enabling Engage Chat in CRM |
|
| Signing into Engage Connect |
|
| Using the Chat Tab |
|
| Copying and Forwarding Chat Messages in Engage Connect |
|
| Using the Connections Tab |
|
| Using the Connect Tab |
|
| Using the Notifications Tab |
|
| Using the Me Tab |
|
| Sending Meeting Invites to an HCP |
|
| HCP Default Functionality |
|
| Signing Up for Engage |
|
| Using the Home Tab |
|
| Using the Chat Tab as an HCP |
|
| Copying and Forwarding Chat Messages in Engage Connect |
|
| Using the Meetings Tab |
|
| Using the Me Tab as an HCP |
|
| Integrated Scheduling: Viewing Meeting Request Status in Engage |
|
| Sharing Digital Business Cards as an HCP |
|
| CRM User Advanced Functionality |
|
| Sending Engage Connection Invites to HCPs |
|
| Sharing Digital Business Cards from the Home Page |
|
| Using Restricted Phrase Rules in Engage Chat |
|
| Creating Test HCPs |
|
| Importing Engage Connect Chat Logs into CRM as Call Records |
|
| Importing Engage Connect Chat Logs into CRM as Chat Messages |
|
| Managing Digital Business Cards |
|
| Sending Meeting Requests from Engage |
|
| Reporting on Engage Connect |
|
| Engage Connect Reports |
|
| Engage Platforms |
|
| Events Management |
|
| Components |
|
| Event Team Members |
|
| Event Tasks |
|
| Event Rule Overrides |
|
| Event Business Rules |
|
| Expense Estimate Creation Rules |
|
| Event Attendance Rules |
|
| Examples of Attendance Rules |
|
| Applying Event Attendance Rules to Event Topic Categories |
|
| Event Expense Limit Rules |
|
| Examples of Expense Limit Rules |
|
| Event Speaker Rules |
|
| Examples of Event Speaker Rules |
|
| Required Event Material Rules |
|
| Examples of Event Material Rules |
|
| Utilizing Event Format and Location Type in Event Business Rules |
|
| Event Attendee Restricted Product Rules |
|
| Reporting on Event Business Rules |
|
| Warning Text and Tokens |
|
| Event Sessions |
|
| Speaker Management |
|
| Exact Speaker Search |
|
| Speaker Portal |
|
| Custom Subdomains in the Speaker Portal |
|
| Inviting Speakers to Sign up for the Speaker Portal |
|
| Viewing Events in the Speaker Portal |
|
| Downloading Contracts from the Speaker Portal |
|
| Page Layout Organizer |
|
| Vendors |
|
| Venues |
|
| Approval Flows Integration |
|
| Basic Configuration |
|
| Quick Start Guide |
|
| Events Homepage |
|
| Events Types |
|
| Defining Page Layouts |
|
| Event Layout Rules Caching |
|
| Defining Event Flows |
|
| Privacy settings |
|
| Adding Local Time and Time Zone to an Event |
|
| Country-Specific Sign-In Sheet Disclaimers |
|
| Using Event Type-Specific Disclaimers |
|
| Syncing Events Metadata with Vault |
|
| Integrating Events Management with Veeva Vault |
|
| Defining Lifecycle Stages for Events |
|
| Lightning for the Events Tab |
|
| Lightning for Events Management |
|
| Attaching Files to Event Materials and Expense Headers in Lightning for Events Management |
|
| Viewing Expense Headers and Expense Lines in Lightning for Events Management |
|
| Managing Related Lists in Lightning for Events Management |
|
| Using Events Management |
|
| Planning an Event |
|
| Creating an Event |
|
| Selecting a Record Type when Creating a Record from an Event online |
|
| Associating an Account with an Event |
|
| Using Attendee Self-Registration with Events |
|
| Designating Self-Registration Disclaimers as Optional |
|
| Using Notes in Lightning Experience |
|
| Contracting Speakers for Events |
|
| Speaker Contract Generation |
|
| Creating Speaker Agreements |
|
| Using Event Templates in Child Events |
|
| Validation and Trigger Errors Visible in the User Interface |
|
| Budgets and Expenses |
|
| Filtering Event Budgets |
|
| Resetting Speaker Year-to-Date Caps |
|
| Defining Speaker Caps for the Next Year |
|
| Designating Speaker Caps by Product |
|
| iPad Connected and Disconnected Modes |
|
| Speaker Tab |
|
| Nominating Speakers |
|
| Managing Speaker Nomination Approvals |
|
| Search Event Attendees and Speakers by Furigana |
|
| Using the Refreshed Events Management UI |
|
| Managing Related Lists for Events Management |
|
| Managing Attendees in the Refreshed Events Management UI |
|
| Managing Event Speakers in the Refreshed Events Management UI |
|
| Managing Event Budgets in the Refreshed Events Management UI |
|
| Managing Event Materials in the Refreshed Events Management UI |
|
| Managing Expenses in the Refreshed Events Management UI |
|
| Managing Expense Estimates in the Refreshed Events Management UI |
|
| Managing Event Attendees |
|
| Adding Attendees to an Event |
|
| Selecting Attendees in Hierarchies |
|
| Bulk-Add Attendees |
|
| Walk-in Attendees |
|
| Displaying Walk-in Fields by Attendee Type |
|
| Setting Walk-in Attendee Status |
|
| Reconciling Walk-in Attendees |
|
| Creating New Accounts from Walk-in Attendees |
|
| Mass Update for Attendees |
|
| Using Approved Email for Events Management |
|
| Sending Local Events Management Content via Approved Email |
|
| Sending Automated Approved Emails for Events Management |
|
| Event Session and Event Speaker Tokens |
|
| Creating Calendar Reminders for Invites |
|
| Child Accounts in Events Management |
|
| Searching for Child Account Attendees Outside a User’s Territory |
|
| Executing an Event |
|
| Filtering and Sorting the List of Events |
|
| Generating Print Sign-In Sheets |
|
| Using the Digital Sign-in Sheet |
|
| Signing into an Event using a QR Code® |
|
| Adding QR Codes® to Event Print Templates |
|
| Capturing Photos from an Event |
|
| Managing Event Materials |
|
| Post-Event Processes |
|
| Creating and Editing Expense Headers and Expense Lines |
|
| Expense Splitting |
|
| Surveys in Events Management |
|
| OpenData Integration for Attendee Reconciliation |
|
| Locked Attachments on Events |
|
| Virtual Events |
|
| Using the Data Loader to Generate Participant URLs for Virtual Events |
|
| Virtual Event Host Screen Sharing on the iPad |
|
| Using Virtual Events as a Speaker |
|
| Attendee Screen Sharing in Engage for Events |
|
| Recording a Virtual Event |
|
| Generating Virtual Participant URLs in Child Events |
|
| Tracking Virtual Event Attendance |
|
| Joining a Virtual Event via Zoom |
|
| Alternative Hosts for Virtual Events |
|
| Events Management Platforms |
|
| Fixed Reports |
|
| Initial Configuration |
|
| Users and Roles in Fixed Reports |
|
| Components of Fixed Reports |
|
| Configuring Fixed Reports |
|
| Loading Sales Data into Veeva CRM |
|
| Loading Analytic Markets |
|
| Loading Product Data from Sales Data Files |
|
| Loading Data Map Templates |
|
| Updating Veeva CRM Account Fields |
|
| Loading Sales Data Files |
|
| Transferring Sales Data Files via FTP |
|
| Processing Sales Data Files Using the Analytics Admin Page |
|
| Running Error Reports for Analytics Files |
|
| Configuring JD-NET Fixed Reports |
|
| Loading Japanese Sales Data into Veeva CRM |
|
| Loading Data Map Templates for JD-NET |
|
| Updating Veeva CRM Account Fields for JD-NET |
|
| Processing JD-NET Sales Data Files |
|
| JD-NET Specific File Data Format |
|
| Default Functionality |
|
| Loading Call Activity Data for Fixed Reports |
|
| Viewing Reports in the Analytics Tab |
|
| Viewing the Account Summary Report |
|
| Viewing JD-NET Reports |
|
| Displaying Data Across Different Time Frames |
|
| Aggregating Account Level Sales Data |
|
| Saving Filters |
|
| Advanced Functionality |
|
| Disabling Fixed Reports Auto-Build |
|
| Loading Product Events |
|
| Loading Territory Adjusted Sales Data |
|
| Managing Columns for Top Accounts Reports |
|
| Managing the Time Frame Filters |
|
| Managing the Display Products Filter |
|
| Managing Report Filters |
|
| Managing Visibility to Market Data |
|
| Displaying Sales Goals and Targets in Fixed Reports |
|
| Comparing Sales Data Up the Territory Hierarchy |
|
| Viewing Fixed Reports Using the Brick Hierarchy |
|
| Fixed Reports Platforms |
|
| Medical |
|
| Medical CRM Configuration |
|
| Medical Translations |
|
| Key Medical Insights |
|
| Key Medical Insights Tab |
|
| Key Medical Insights Restricted Words |
|
| Lightning for Key Medical Insights |
|
| Using the Veeva-Provided Custom MyInsights Medical Page |
|
| Key Opinion Leader Profile |
|
| Setting the Default MyInsights KOL Profile |
|
| Using the Veeva-Provided Custom MyInsights KOL Profile Page |
|
| Medical Discussions |
|
| Viewing Medical Data from Vault Clinical in CRM |
|
| Using the Medical Identifier Field |
|
| Capturing Medical Standing Requests Using Documented Interest |
|
| Medical CRM Platforms |
|
| MyInsights |
|
| Initial Configuration |
|
| Users and Roles in MyInsights |
|
| Components of MyInsights |
|
| Configuring MyInsights for Admins and End Users |
|
| Default Functionality |
|
| Creating MyInsights Content |
|
| Using Veeva-Provided Custom MyInsights Pages |
|
| Using the Veeva-Provided Custom MyInsights Account Plan Page |
|
| Using the Veeva-Provided Custom MyInsights Account Sales Page |
|
| Using the Veeva-Provided Custom MyInsights Engage Splash Screen |
|
| Using the Veeva-Provided Custom MyInsights Interaction Summary Page |
|
| Using the Veeva-Provided Custom MyInsights Inventory Monitoring Page |
|
| Using the Veeva-Provided Custom MyInsights KOL Profile Page |
|
| Using the Veeva-Provided Custom MyInsights Medical Page |
|
| Using the Veeva-Provided Custom MyInsights Product Group Subtotals Page |
|
| Using the Veeva-Provided Custom MyInsights Territory Insights Page |
|
| Creating a MyInsights Page for Speakers |
|
| Deep Linking in MyInsights |
|
| Requesting Location via MyInsights |
|
| Setting the Default MyInsights Account Profile |
|
| Setting the Default MyInsights KOL Profile |
|
| Setting the Default MyInsights Landing Screen for Veeva CRM |
|
| Sharing MyInsights Content |
|
| Advanced Functionality |
|
| Integrating Veeva Link with MyInsights |
|
| Integrating Veeva Link with a MyInsights Account Page |
|
| Integrating Veeva Link with a MyInsights Speaker Page |
|
| Integrating External Data with MyInsights |
|
| Inline Editing for MyInsights Content |
|
| Translating MyInsights Tab Names |
|
| Using CLM Thumbnails in MyInsights |
|
| Viewing MyInsights Content Online |
|
| Viewing MyInsights Content in Lightning |
|
| Viewing MyInsights Content on iPhone |
|
| Managing Visibility to MyInsights Content |
|
| Managing MyInsights Visibility for Accounts |
|
| Enforcing Order Review Using MyInsights |
|
| Querying CRM Sales Data Using MyInsights |
|
| Refreshing Order Pricing Using MyInsights |
|
| Migrating MyInsights Content |
|
| MyInsights Platforms |
|
| MyInsights Studio |
|
| Initial Configuration |
|
| MyInsights Studio Users and Roles |
|
| Components of MyInsights Studio |
|
| Configuring MyInsights Studio |
|
| Creating MyInsights Pages Using MyInsights Studio |
|
| Creating Content Using the Territory Feedback Entry Point |
|
| Using Page Templates |
|
| Using the Call Report Page Template |
|
| Using the Territory Feedback Page Template |
|
| Using the Commercial HCO Page Template |
|
| Using the Commercial HCP Page Template |
|
| Using the Commercial Territory Page Template |
|
| Using the Medical HCP Page Template |
|
| Using the Medical Territory Page Template |
|
| Using the MCCP Page Template |
|
| Viewing Compass Data Using MyInsights |
|
| Using the Diagnosed Patient Page Template |
|
| Using the Market Trend Page Template |
|
| Using the Compass Prescriber Data Page Template |
|
| CRM Data Engine Dictionary |
|
| Defining MyInsights Layouts |
|
| Adding Data for MyInsights Pages |
|
| Using Expressions to Perform Data Calculations |
|
| Managing MyInsights Pages |
|
| Deploying MyInsights Pages to Veeva CRM |
|
| Using Custom Display Elements |
|
| Managing Custom Pages in MyInsights Studio |
|
| Integrations |
|
| Microsoft Integrations |
|
| Microsoft Intune |
|
| Microsoft Outlook |
|
| Microsoft Teams |
|
| Network Integration |
|
| Network Account Search |
|
| Adding Parent HCOs to Territory when Importing an HCP or HCO |
|
| Network Hashtags in CRM |
|
| Configuring Network |
|
| Network Integration Permission Sets |
|
| Administrative Tools |
|
| Configuration |
|
| CRM |
|
| DCR Configuration |
|
| Network and DCR Settings Overview |
|
| Network Mapping |
|
| Network Mapping Edit |
|
| Object Mapping View Page |
|
| Network Object Mapping |
|
| Network Field Mapping |
|
| Reference Mapping |
|
| Mapping Direction |
|
| National Identifiers in Veeva CRM and Network |
|
| MultiSelect Picklist Support |
|
| Licenses |
|
| Data Change Requests |
|
| Network for Japan |
|
| Online DCR Process |
|
| iPad DCR Process |
|
| DCR Attachments |
|
| Creating Unverified Records |
|
| Decoupled Unverified Records |
|
| Data Privacy Opt Out |
|
| Configuration of DCR Controlled Fields |
|
| Indication of Pending DCR |
|
| Unlinked Records in CRM |
|
| CRM Managed Account Types |
|
| DCR Results |
|
| Editing DCRs |
|
| Editing License Information via a DCR |
|
| OnDemand License Update from OpenData |
|
| Long Notes in Data Change Requests |
|
| Supporting Multi-Country Users |
|
| Address Inheritance Support |
|
| Inactive Addresses |
|
| Territory Assignment |
|
| Network Merge |
|
| Record State Handling |
|
| Handling Inactive Network Records |
|
| Network Reports and Dashboards |
|
| State Distributor Licensing |
|
| Appendix A: Network Settings |
|
| OpenData |
|
| Salesforce Marketing Cloud Integration |
|
| Salesforce Marketing Cloud Administration Console |
|
| Migrating Salesforce Marketing Cloud Configurations |
|
| Creating Enhanced Package Connections |
|
| SAP Concur Integration |
|
| Enabling SAP Concur API Version 3 |
|
| Events Management Expenses |
|
| SAP Concur Integration with Events Management |
|
| Events Management Configuration for Integration |
|
| SAP Concur Configuration for Integration |
|
| CRM to SAP Concur Object Mapping |
|
| Integration SAP Concur Process Flow |
|
| Using |
|
| SAP Concur Real-Time Administration Tab |
|
| Submitting Expenses to SAP Concur as a User |
|
| Failed Submissions to SAP Concur |
|
| Configuring SAP Concur Sync |
|
| Configuring Call Report Expense |
|
| Submitting Multiple Call Expenses to SAP Concur |
|
| Attaching Expense Receipts for Call Reporting with SAP Concur |
|
| Configuring for a Medical Event |
|
| Setting up Users |
|
| Scheduling the SAP Concur Sync |
|
| Mapping Custom Fields |
|
| Configuring Additional Features |
|
| Attendee Management/Customer Master Considerations |
|
| Veeva Link |
|
| CRM Desktop (Windows) |
|
| Device and Software Requirements for Windows |
|
| Managing Veeva CRM on Windows Desktop |
|
| Settings for CRM Desktop (Windows) |
|
| Supported Functionality on CRM Desktop (Windows) |
|
| Supported Call Report Functionality on CRM Desktop (Windows) |
|
| Supported CLM Functionality on CRM Desktop (Windows) |
|
| Supported Engage Functionality on CRM Desktop (Windows) |
|
| CRM Desktop (Mac) |
|
| Device and Software Requirements for Mac |
|
| Managing the Veeva CRM Desktop for Mac |
|
| Supported Functionality on CRM Desktop (Mac) |
|
| Supported CLM Functionality on CRM Desktop (Mac) |
|
| Supported Engage Functionality on CRM Desktop (Mac) |
|
| CRM iPhone |
|
| Supported Functionality on iPhone |
|
| Supported Accounts Functionality on CRM iPhone |
|
| Supported Call Reporting Functionality on CRM iPhone |
|
| Supported Call Sampling Functionality on CRM iPhone |
|
| Supported CLM Functionality on CRM iPhone |
|
| Supported Engage Functionality on CRM iPhone |
|
| Supported Medical CRM Functionality on CRM iPhone |
|
| Supported Medical Inquiry Functionality on CRM iPhone |
|
| Supporting Mobile Device Setup Functionality on CRM iPhone |
|
| Supported MyInsights Functionality on CRM iPhone |
|
| Supported My Schedule Functionality on CRM iPhone |
|
| Supported Sample Management Functionality on CRM iPhone |
|
| Supporting Surveys Functionality on CRM iPhone |
|
| CRM Android (Beta) |
|
| Signing Into Veeva CRM for Android |
|
| Lightning |
|
| Using Salesforce Files in Veeva CRM with Lightning |
|
| Attaching Salesforce Files on Mobile Devices |
|
| Viewing, Sharing, and Downloading Files Using the Files Tab |
|
| Lightning Business Apps |
|
| Lightning for Medical Inquiry |
|
| About CRM Releases |
|
| 25R2 Release Notes |
|
| About 25R2.3 |
|
| About 25R2.2 |
|
| About 25R2.0 |
|
| Maintenance Notes |
|
| Functionality Guide |
|
| 25R2.0 Functionality Guide |
|
| Release History by Date |
|
| Past Releases |
|
| Core CRM |
|
| Accounts Video Tutorials |
|
| Products Video Tutorials |
|
| Call Reporting Video Tutorials |
|
| Call Scheduling Video Tutorials |
|
| Sample Management Video Tutorials |
|
| Approved Notes Video Tutorials |
|
| Order Management Video Tutorials |
|
| Multichannel Cycle Plans Video Tutorials |
|
| Surveys Video Tutorials |
|
| Platforms |
|
| Approved Email Video Tutorials |
|
| CLM Video Tutorials |
|
| Consent Capture Video Tutorials |
|
| CRM Desktop Video Tutorials |
|
| Engage Video Tutorials |
|
| Events Management Video Tutorials |
|
| MyInsights Video Tutorials |
|
| MyInsights Studio Video Tutorials |
|
| Common Acronyms in Veeva CRM |
|
| Appendix A: Custom Settings |
|
| Appendix B: Security Matrix |
|
| Architecture |
|
| Supported Languages |
|
| Supported Platforms |
|
| End of Support |
|
| Platform Functionality |
|
| 日本語 |
|
