Components of MyInsights

MyInsights consists of the following components:

Entry Point

Users can view MyInsights content from different areas of Veeva CRM. Each area is an entry point, defined by a specific record type for the HTML_Report_vod object.

Record type access does not control visibility for MyInsights content in the Browser (Lightning) platform.

The following table maps the entry points to their corresponding record type:

Entry Point

Record Type

Account

Account_Reports_vod***

Account Plan

Account_Plan_vod*

Default Account Profile

Account_Profile_Override_vod*

Default KOL Profile

KOL_Profile_vod**

Default Landing Screen

Territory_Insights_Default_vod

Inventory Monitoring

Inventory_Monitoring_vod

Orders

Orders_vod*

Remote Meeting

Remote_Meeting_vod

Territory

Territory_Insights_vod

* Users can view HTML_Report_vod records of this record type without record type access.
** iPad users can view HTML_Report_vod records of this record type without record type access.
*** Windows users can view HTML_Report_vod records of this record type without record type access.

Content Zip File

MyInsights content must be packaged into a zipped folder containing the index.html file and the appropriate CSS and JavaScript files.

MyInsights Record (HTML_Report_vod)

Once content zip files are attached to HTML_Report_vod records, users can sync their devices and view the content in Veeva CRM.

See Creating MyInsights Records for more information about how to create MyInsights records.