Integrating Veeva Link with a MyInsights Account Page
Veeva Link enables users to uncover new opportunities and orchestrate meaningful interactions between Veeva’s customers and their accounts by compiling profiles of experts and activities into a single view across teams and geographies. Veeva CRM customers who subscribe to Veeva Link can provide their users with a quick and easy way to open Veeva Link profiles from account detail pages.
For example, a user can view more detailed account data by selecting the Veeva Link URL on a KOL Account Detail page. This opens a MyInsights page displaying additional information such as publication details and clinical trial participation information.
Configuring Veeva Link Integration for Accounts
To enable this feature for all users:
- Ensure initial configuration for Accounts is complete.
- Grant admins FLS edit access and users FLS read access to the VL_Link_vod and VL_URL_vod fields on the Account object.
- Place the VL_Link_vod field on the appropriate Account page layouts.
Using Veeva Link with Accounts
To access a Veeva Link profile from an account page, select the View Profile link displayed in the VL_Link_vod field. The account’s Veeva Link page opens with the KOL profile displayed.