Advanced Functionality for MyInsights

Admins can enable the following advanced functionality for users:

Viewing 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
• Displaying MyInsights Content on the Call Report

Customizing MyInsights

Some features require content developer customization.

• Integrating External Data with MyInsights
• Inline Editing for MyInsights Content
• Translating MyInsights Tab Names
• Using CLM Thumbnails in MyInsights

Integrating MyInsights

• Integrating Veeva Link with CRM MyInsights
• Integrating Veeva Link with a MyInsights Account Page
• Integrating Veeva Link with a MyInsights Speaker Page