Displaying the Engage Profile Indicator on Accounts

  • iPad
  • iPhone

The Engage profile indicator is an icon displayed on accounts, usually for HCPs, to indicate the account is linked to an Engage profile, allowing users to connect and chat with HCPs. HCPs who have signed up for an Engage account have profiles, which include their personal information and available communication methods.

Configuring the Engage Profile Indicator

To enable the Engage profile indicator to display on accounts:

  1. Grant end users the following permissions:

    Object

    OLS

    Record Type Access

    Fields

    FLS

    Account

    R

    n/a

    Engage_Profile_Status_vod

    Read

    Engage_Connection_vod

    R

    n/a

    • Active_vod
    • From_User_vod
    • To_Engage_Profile_vod

    Read

    Engage_Profile_vod

    R

    n/a

    • Account_vod
    • Connection_Status_vod
    • Display_Name_vod
    • First_Name_vod
    • Last_Name_vod
    • Profile_Photo_URL_vod
    • Title_vod
    • VExternal_ID_vod
    		Read
  2. Activate a Full Sync VMOC for the Engage_Profile_vod object. Populate the following:
    • Account Lookup = Account_vod__c
    • WHERE clause = WHERE Account_vod__r.CreatedById != null
    • Enable Enhanced Sync is selected
  3. Activate a Full Sync VMOC for the Engage_Connection_vod object.
    • WHERE clause = WHERE To_Engage_Profile_vod__c in (Select Id from Engage_Profile_vod__c WHERE Account_vod__r.CreatedById != null)
    • Enable Enhanced Sync is selected
  4. Sync Engage profile data. See Integrating Engage Profiles into CRM for more information.

Viewing Profile Photos in the Engage Profile Indicator

Users can view profile photos after selecting the Engage profile indicator on an account to easily identify and distinguish the account's linked Engage profiles. Users can check the profile photo to ensure they are selecting the correct profile to which to send messages or connection invites.

When the Engage Connect Profile Sync runs as part of the Engage Meeting Reporting Processes, the CDN URL of each profile photo is stamped in the Profile_Photo_URL_vod field of the corresponding Engage_Profile_vod record.

Veeva CRM automatically downloads an account’s profile photo when:

  • The user selects the Engage profile indicator for the account
  • The user navigates to the Engage tab and there is a chat thread with the account’s profile

Users must have an active internet connection to download profile photos. Once a profile photo is downloaded to CRM, users can view it when they are not connected to the internet.

After the 23R2.0 release, customers who are already using the Engage profile data integration must perform a full sync of the Engage Profile Integration in the Engage Meeting Process Admin tab to update existing Engage_Profile_vod records. Veeva recommends manually deleting any profile photos attached to the Engage_Profile_vod records since the attachments are not used in the profile indicator.

Using the Engage Profile Indicator

When users select the Engage profile indicator on an account, a popover displays the following for each Engage profile associated with the account:

  • Profile photo
  • Display Name of the profile. See Editing Display Names in Engage and Engage Connect for more information about display names.
  • Connection Status, Connect button, or Chat button, depending on whether the user has digital business card enabled and/or has chat/ping enabled in CRM:
    • Connection Status, which displays when:
      • The user does not have digital business card enabled and does not have chat/ping enabled in CRM
      • The user has digital business card enabled and is connected to the profile, but does not have chat/ping enabled in CRM
    • Connect button, which displays when the user has digital business card enabled or has chat/ping enabled in CRM, but the user is not connected to the profile. Selecting the Connect button for a profile sends a connection invite to the HCP and Invite Pending displays.
    • Chat button, which displays when the user is connected to the Engage profile and has chat/ping enabled in CRM. Selecting the Chat button for a profile displays the user’s chat thread with that profile in the Engage tab in CRM.
  • Share Engage Invite Link, which displays when Sending Engage Connection Invites to HCPs is configured. Selecting the Share Engage Invite Link button displays a share modal for sending a connection invite to the HCP via one of the configured channels.

The Engage profile indicator also displays on account icons in My Accounts in the list and table views, and in child account hierarchies for parent accounts.

Related Topics