Configuring MyInsights for Admins and End Users

Initial configuration includes the setup of all default functionality for MyInsights. Advanced functionality requires additional configuration.

Configuring MyInsights for Administrators

To configure MyInsights for admins and content creators:

  1. Grant the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    HTML_Report_vod

    CRUD

    Each record type corresponds to an entry point. Grant access to the record types for the appropriate entry points. See Components of MyInsights for more information.

    • Account_Plan_vod
    • Account_Profile_Override_vod*
    • Account_Reports_vod

    • Call2_vod

    • Full_Speaker_Profile_vod

    • Full_Speaker_Profile_Default_vod

    • Inventory_Monitoring_vod
    • KOL_Profile_vod**
    • Orders_vod*

    • Remote_Meeting_vod

    • Territory_Insights_Default_vod
    • Territory_Insights_vod
    • Name
    • Platform_vod
    • RecordType

    Edit

    * 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.

  2. Grant access to the MyInsightsTerritoryController Apex class.
  3. Enable visibility to the HTML_Report_vod tab.
  4. Place the Name, Platform_vod, and RecordType fields on the appropriate HTML_Report_vod object page layout.
  5. Place the Notes and Attachments Related List on the appropriate HTML_Report_vod object page layout.
  6. Assign the page layout to all profiles for the appropriate record type.

Configuring MyInsights for End Users

To configure MyInsights for end users:

  1. Grant the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    HTML_Report_vod

    R

    Each record type corresponds to an entry point. Grant access to the record types for the appropriate entry points. See Components of MyInsights for more information.

    • Account_Plan_vod*
    • Account_Profile_Override_vod*
    • Account_Reports_vod

    • Call2_vod

    • Full_Speaker_Profile_vod

    • Full_Speaker_Profile_Default_vod

    • Inventory_Monitoring_vod
    • KOL_Profile_vod**
    • Orders_vod*
    • Remote_Meeting_vod
    • Territory_Feedback_vod
    • Territory_Insights_Default_vod
    • Territory_Insights_vod
    • Name
    • Platform_vod
    • RecordType

    Read

    * 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.

  2. Populate the Sync Configuration Mode Veeva Setting with a value of 1. This setting adds support for multiple VMOCs per object.
  3. Select the Include Attachments check box for VMOCs on the HTML_Report_vod object. This ensures all Attachments and Files related to HTML_Report_vod records sync.
  4. Disable any VMOCs for the Attachment object created specifically for the HTML_Report_vod object and/or remove any logic related to the HTML_Report_vod object in the WHERE clauses.
  5. Select the Metadata Only check box on VMOCs for the ContentDocumentLink object.

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