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 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* |
|
Call2_vod |
|
|
Default Account Profile |
Account_Profile_Override_vod* |
|
Default KOL Profile |
KOL_Profile_vod** |
|
Inventory Monitoring |
Inventory_Monitoring_vod |
|
Orders |
Orders_vod* |
|
Remote Meeting |
Remote_Meeting_vod |
|
Territory |
Territory_Insights_vod |
|
Default Landing Screen |
Territory_Insights_Default_vod |
|
Territory_Feedback_vod |
|
|
Full_Speaker_Profile_vod Full_Speaker_Profile_Default_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.
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 Content for more information about how to create MyInsights records.
