Managing MyInsights Pages

Users can edit the properties for a specific page or archive pages to clear the home page of outdated or unused pages.

Editing Content Properties

To edit the content properties for a MyInsights page:

  1. Navigate to the edit page.
  2. Select the Properties tab.
  3. Update the Page Name field or any test records specific to the selected page type. The Page Type field cannot be edited.
  4. Enter a value for the test record of the relevant object. This field displays dynamically depending on the selected page type.

Deleting MyInsights Pages

Veeva recommends removing all deployed instances of a MyInsights page before deleting it. If a user deletes a page without removing the deployed instances, the user must manually delete the HTML_Report_vod record in their org.

To delete a page from the home page:

  1. Select Actions for the appropriate page .
  2. Select Delete.
  3. Select OK in the confirmation modal.

Users can recover deleted content by submitting a support ticket.