Integrating External Data with MyInsights
MyInsights developers can create advanced MyInsights content to directly access external applications. This allows users to view data from Veeva CRM and external sources combined without navigating away from the Veeva CRM app and requiring independent authentication to the external source.
For example, Verteo BioPharma wants their users to view data from Veeva CRM and Veeva Link in a single visualization. The content developer creates an account summary visualization integrated with account data from Veeva Link. Sarah Jones navigates to the account summary visualization for Dr. Clinton Ackerman containing data from CRM and Veeva Link, providing a comprehensive view of the account.
Configuring MyInsights Integration with External Applications
Depending on the customer’s IDP and authentication strategy, admins must ensure the IDP is appropriately configured to allow Salesforce to authenticate to the external application via the IDP and retrieve data.
Admins can view information about Salesforce session ID requests in the Activity Log to ensure only the appropriate MyInsights content are using the IDs.