Using Suggestions in WeChat CRM

Suggestions contain information presented to users about how to engage with accounts via multiple channels based on customer- or partner-generated data. This information comes from a number of accessible repositories, for example, CRM interaction history, sales data, and market research data.

Configuring Suggestions

Prerequisite: Ensure Suggestions in Veeva CRM are configured.

To enable suggestions in WeChat CRM, grant end users the following permissions:

Object

OLS

Record Types

Fields

FLS

Content_Type_vod

R

WeChat_WeChatWork_vod

  • Name
  • CreatedById
  • Disclaimer_Page_Url_vod
  • External_Id_vod
  • LastModifiedById
  • OwnerId
  • RecordTypeId
  • Service_Account_App_Id_vod

Read

Multichannel_Consent_vod

CRU

WeChat_vod

  • Captured_By_vod
  • Content_Type_vod
  • CreatedById
  • LastModifiedById
  • Name
  • Union_Id_vod

Read

Multichannel_Consent_vod

n/a n/a
  • Account_vod
  • Capture_Datetime_vod
  • Channel_Source_vod
  • Channel_Value_vod
  • Consent_Line_vod
  • Default_Consent_Text_vod
  • Consent_Type_vod
  • Detail_Group_vod
  • Disclaimer_Text_vod
  • Optout_Event_Type_vod
  • Opt_Expiration_Date_vod
  • External_ID_vod
  • Last_Device_vod
  • Mobile_ID_vod
  • Opt_Number_vod
  • Opt_Type_vod
  • Signature_ID_vod
  • Product_vod
  • RecordTypeId
  • Sample_Consent_Template_vod
  • Sample_Consent_Template_Data_vod
  • Signature_vod
  • Signature_Datetime_vod
  • Sub_Channel_Key_vod

Edit

Sent_Message_vod

CRU

WeChat_vod

  • Content_Clicked_vod
  • CreatedById
  • LastModifiedById
  • Name

Read

Sent_Message_vod

n/a n/a
  • Account_vod
  • Capture_Datetime_vod
  • Content_vod
  • Content_Type_vod
  • Delivered_Datetime_vod
  • Detail_Group_vod
  • Last_Open_Datetime_vod
  • Opened_vod
  • OwnerId
  • Product_vod
  • RecordTypeId
  • Sent_Datetime_vod
  • Status_vod
  • Template_vod
  • Territory_vod
  • Total_Duration_vod
  • Total_Interacts_With_Content_vod
  • User_vod
  • VExternal_Id_vod

Edit

Suggestion_vod

n/a

WeChat_vod

  • WeChat_Action_vod
  • WeChat_Content_ID_vod

Edit

To ensure Urgent Suggestions display before Normal Suggestions:

  1. Navigate to the Suggestion_vod object.
  2. Select the Priority_vod field.
  3. Select the Reorder button in the Picklist Values section.
  4. Select the Display values alphabetically, not in the order entered check box.
  5. Select Save.