Integrating External Data with MyInsights

  • Browser (Classic, Lightning)
  • iPad
  • iPhone
  • Windows Tablet

MyInsights developers can create content that incorporates data from external applications. This allows users to view data from Veeva CRM and external sources combined without navigating away from the Veeva CRM app to authentication to the external source.

For example, you want 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. When you navigate to the account summary visualization for an HCP, it contains data from CRM and Veeva Link, and provides you with a comprehensive view of the account.

Configuring MyInsights Integration with External Applications

Using SFDC Authentication

If the external application uses SFDC as their authentication provider, MyInsights developers can call the getSFDCSessionID method to retrieve a valid Salesforce session ID that can be passed through a customer-defined authentication process for the external application.

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.

Using SSO Authentication

Integrating MyInsights with external applications using SSO (single sign-on) authentication is not supported on Windows Tablet.

If the external application uses SSO, MyInsights developers can call the getSSOAccessToken method to retrieve a valid access token that can be passed through a customer-defined authentication process for the external application.

CRM and the external application must use the same SSO provider.

Using MyInsights Integration with External Applications

Developers can use the request method to access data from the specified external application directly from MyInsights.

Admins can view information about session IDs or access token requests in the Activity Log to ensure only appropriate MyInsights content is using them.