Creating a MyInsights Visualization for Speakers

  • iPad

Admins can create a MyInsights visualization to display detailed speaker information from other CRM objects and fields not available on the Speaker Tab. The visualization displays when users select a speaker from the Events Management Speaker tab.

For example, Sarah Jones is planning a speaker program for Restolar and wants to research who the most qualified speakers are. She navigates to the Events Management Speaker tab and filters the list of speakers to show only those that are qualified to speak on Restolar. When she selects a speaker, a MyInsights visualization displays that her company designed. The visualization provides her with additional data points.

SmartLinking is not available for this entry point. An OOTB Visualization is not available for this entry point.

Enabling the Speaker Visualization

Prerequisites:

To enable the this feature:

  1. Grant admins the following permissions:

    ObjectOLSRecord TypesFieldsFLS
    HTML_Report_vodCRUD

    n/a

    • Description_vod
    • Status_vod
    • Published_Date_vod
    • Platform_vod
    • Profile_Name_vod
    • Status_Details_vod
    • External_Id_vod
    Edit

  2. Grant users the following permissions:

    ObjectOLSRecord TypesFieldsFLS
    HTML_Report_vod Rn/a
    • Description_vod
    • Status_vod
    • Published_Date_vod
    • Platform_vod
    • Profile_Name_vod
    • Status_Details_vod
    • External_Id_vod
    Read

  3. Create an HTML_Report_vod record with the appropriate speaker profile record type and attach the content zip file. See Creating MyInsights Records for more information. The following record types are available:

  • Full_Speaker_Profile_Default_vod - Used to display the visualization as the default tab when viewing the Speaker record.
  • Full_Speaker_Profile_vod - Used to display the visualization as a secondary tab when viewing the Speaker record.

The Speaker visualization supports displaying Veeva Link data for customers with an active Veeva Link subscription. The following additional enablement steps are required to display Veeva Link data on the visualization:

  1. Grant users OLS read permission to the EM_Speaker_vod object.

  2. Grant users FLS read permission to the VL_URL_vod field on the EM_Speaker_vod object.

  3. Place the VL_URL_vod field on the appropriate EM_Speaker_vod object page layout.

  4. Populate the VL_URL_vod field on EM_Speaker_vod records with matching Veeva Link URLs. Contact Veeva Link if you need assistance.

Using the Speaker Visualization

Speaker visualizations are accessed from the default speaker tab or a secondary tab in the Sunrise bar, depending on how it is enabled.

As part of the MyInsights Onboarding feature, a Shareable button displays briefly in the lower right corner of the visualization when opened to indicate the page is shareable. See Sharing MyInsights Content for more information.