Configuring MyInsights Studio

Configuration is needed for users who deploy content. See Deploying MyInsights Pages to Veeva CRM for more information.

Content creators and end users require object and record type permissions for the entry points they want to use.

Accessing MyInsights Studio

To access and use MyInsights Studio, customers must submit a support ticket requesting a Studio Domain for their CRM orgs. The ticket must include a list of the orgs to associate to the domain. Each customer’s MyInsights Studio content is shared across all of the orgs in the domain. Requests for domains are typically processed within one week.

Once MyInsights Studio is set up for a customer, users can access MyInsights Studio directly. Admins can also activate the MyInsights_Studio Visualforce tab, which redirects users to MyInsights Studio.

Restricting Access to MyInsights Studio

To restrict access and only allow users of orgs associated with the domain to sign in successfully, admins can install the MyInsights Studio Connected App:

See Salesforce’s connected app documentation for more information about restricting user access.

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