Setting the Default MyInsights Account Profile

  • iPad
  • iPhone
  • Online
  • Windows

By default, when a user navigates to an account in Veeva CRM, the account detail screen displays information about the account’s calls, territories, multichannel activities, and more. However, this information may not be the most relevant for all end users.

To allow users to view customized account information immediately after navigating to an account, developers can create custom MyInsights content to display information tailored to end users, for example, a combined view of an account’s calls, medical inquiries, and sent emails. Admins can then set this MyInsights content as the default account profile screen, so when a user navigates to an account, the MyInsights content displays instead of the account detail screen.

There can only be one default account profile per account type. Admins can enable different default account profiles to display for different user profiles. See Managing Visibility to MyInsights Content for more information.

For example, Sarah Jones is preparing for a call with Dr. Ackerman. She navigates to Dr. Ackerman’s account and views a custom profile screen to review key metrics and other useful information before the call.

Setting the Default Account Profile

To set the default account profile for offline users, create an HTML_Report_vod record with the Account_Profile_Override_vod record type. See Creating MyInsights Records for more information. To use Veeva’s out-of-the-box account summary visualization, see Using the Interaction Summary Visualization for more information.

To set the default account profile for online users, see Viewing MyInsights Content Online for more information.

If the Account Timeline View is configured as default, the timeline view takes priority over the MyInsights account profile. Users can still select the MyInsights account profile tab in the Sunrise bar to view the content.