20R2.2 Functionality Guide

The Functionality guide is intended for Sales Operations, Business Administrators, System Integrators, and others responsible for making decisions about what features are needed for end users to be successful, and which features work together with existing customer configurations.

Information includes an over of each feature, examples, screen shots, and targeted information on how to use each feature. Select the heading link to display the topic which includes configuration instructions, if applicable.

Events Management

Syncing with Cvent Instances

Syncing integrated Cvent instances with Events Management enables automated record creation and updating between the two systems via a regularly scheduled process.

Whenever the sync process runs, the following tasks occur for each Cvent instance connected to the CRM org:

  • Cvent Meeting requests associated with an EM_Event_vod record are updated with information from EM_Event_vod records
  • EM_Event_vod records associated with a Cvent Event record are updated with information from Cvent
  • New EM_Attendee_vod and EM_Event_Speaker_vod records associated with synced events are created in Cvent as Attendee records. As part of this process Account, User, Contact, or Speaker information in CRM is used to create any missing Contacts in Cvent.
  • New Cvent Walk-in Attendee records associated with synced events are created in CRM as walk-in EM_Attendee_vod record
  • Existing EM_Attendee_vod and EM_Event_Speaker_vod records are updated with corresponding information from Cvent Attendee records

The information transferred between the two systems is dependent on the configured request form, object, and field mappings.

Configuration is not required for this feature.

Scheduling the Sync Process

To schedule the sync process:

  1. Navigate to the Process Scheduler.
  2. Edit the Cvent Sync Process.
  3. Select the appropriate scheduled time and interval.

  4. Select Save.

Admins can also immediately run the process by selecting Run next to the Cvent Sync Process in the Process Scheduler.

Viewing Cvent Integration History

Cvent admins can view a history of the integration processes between Cvent and Veeva CRM by navigating to the Cvent Integration History section of the Cvent Administration tab. The Cvent Integration History section displays all integration activity over the last 30 days in a table with the following columns:

  • Action – Enables admins to download details about the current row. See the Downloading Integration History Details section for more information
  • Service – Can be one of the following values:
  • Create Meeting Request – Triggered by event organizers submitting events to Cvent
  • Sync with Instance – Triggered via the Process Scheduler
  • Cvent Instance – The name of the Cvent instance involved in the integration process
  • Start Timestamp – The start time of the process. Rows in the table sort by this column.
  • End Timestamp – The end time of the process
  • Adds – The number of records successfully added to either Cvent or CRM
  • Edits – The number of records successfully edited in either Cvent or CRM
  • Errors – The number of errors during the process

Downloading Integration History Details

Admins can download an Excel file containing the details of every transaction performed by the integration during a particular service.

The file displays the following information about each transaction:

  • Time – The time of the integration process
  • Type – The type of integration process. Can be one of the following values:
  • Create Cvent Meeting Request
  • Create Cvent Attendee
  • Create Cvent Contact
  • Create EM_Attendee
  • Update Cvent Contact Consent
  • Update Cvent Meeting Request
  • Update EM_Event
  • Update EM_Attendee
  • Update EM_Event_Speaker
  • EM_Event – The SFID of the EM_Event_vod record associated with the process
  • Source Record – The ID of the source record. This can represent a record in either Veeva CRM or Cvent, depending on the Type.

    When Type=Create Cvent Meeting Request, this column is identical to the EM_Event column.

  • Created Record – If a record was created during this process, this row displays the ID of the created record in either Cvent or CRM
  • Update Record – If a record was updated during this process, this row displays the ID of the updated record in either Cvent or CRM
  • Error – If an error prevented the process from creating or updating a record, details about the error, for example, losing internet connection or a misconfiguration, display in this column

Order Management

Order Management Product Views

Product Views can be created to segment products in the catalog by type and number of products displayed when users create an order. Predefined segments allow users to quickly access customized queries to help drive order negotiations.

Product Views display in italics, in alphabetical order, in the Product Group list after Bundle Packs and the last Product Group. When users select a Product View, only Brands of products available in the view display. If Brand is selected before Product View, all Product Views display.

Product Views cannot be used for Multirecipient Orders.

For example, Sarah Jones meets with a pharmacist who wants to place an order. Sarah selects the “In Stock” Product View to display only those products currently available. She quickly selects the products and quantities the pharmacist requests and adds them to the order. Next, she selects the "Suggested Order" Product View to display all products that have a suggested quantity associated with them. She selects and adds the requested products and quantities. Finally, she selects the "Not sold in last 30d with negative growth" Product View to display products her manager wants her to focus on with her customers but does not add any to the order.

Using Order Management Product Views

Customers can manually add or data load Product Views. If data loading, Veeva recommends using a batch size of 20 with a maximum of 10 conditions per Product View.

To create a Product View, admins must do the following:

  1. Select the Product Views tab.
  2. Select New.
  3. Enter a name for the Product View. This is the name displayed in the Product Group list.
  4. Define the Filter Criteria using the following syntax and data range logic:
  5. The same field cannot be used multiple times in the same Product View. Only the AND operator is supported. Only fields from the Product_vod and Product_Information_vod objects are supported.

    Syntax

    Field Type

    Available Operator

    Notes

    Text

    Equals (=)

    Literal text match - Use single quotes before and after the text. If a single quote is used within the text, use \’ 

    Picklist

    Equals (=)

    Literal text match - Use single quotes before and after the text. If a single quote is used within the text, use \’ 

    Number

    • Equals (=)
    • Not Equal To (!=) 
    • Less Than (<)
    • Greater Than (>) 
    • Less Than or Equal To (<=)
    • Greater Than or Equal To (>=) 

    Only decimals are supported.

    Check box

    Equals (=)

    Boolean

    Date

    • Equals (=)
    • Not Equal To (!=) 
    • Less Than (<)
    • Greater Than (>) 
    • Less Than or Equal To (<=)
    • Greater Than or Equal To (>=) 

    Use the following:

    • yesterday
    • today
    • tomorrow
    • last n weeks
    • last month
    • this month
    • last n months
    • last n days
    • last year
    • this year

    Percent

    • Equals (=)
    • Not Equal To (!=) 
    • Less Than (<)
    • Greater Than (>) 
    • Less Than or Equal To (<=)
    • Greater Than or Equal To (>=) 

    Only decimals are supported. The % symbol should not be used.

    Date Range Logic

    All examples provided contain custom fields.

      Supported Operators
    Supported Field Type   Equals Not Equal To Less Than Greater Than Less Than or Equal To Greater Than or Equal To
    = != < > <= >=

    Text

    Value Matching

    literal text match n/a n/a n/a n/a n/a
    Example (Product_vod.Company___c='my company name') n/a n/a n/a n/a n/a

    Picklist

    Value Matching

    select the one that is a literal match of the untranslated value n/a n/a n/a n/a n/a
    Example (Product_vod.Stock___c='available') Return all the products that have in the Product object in the custom picklist field Company a value that is set to available n/a n/a n/a n/a n/a

    Number

    Value Matching

    number comparison

    number comparison

    number comparison

    number comparison

    number comparison

    number comparison

    Example

    (Product_Information_vod.YTD_Sales___c=100)

    Return all the products that have in the Product Information object in the custom field YTD Sales a value that strictly equals to 100

    (Product_Information_vod.Suggested_Quantity___c!=NULL) Return all the products that have in the Product Information object in the custom field Suggested Quantity a value different than NULL (Product_Information_vod.YTD_Sales___c<100) Return all the products that have in the Product Information object in the fied YTD Sales a value lower than 100 (Product_Information_vod.YTD_Sales___c>100) Return all the products that have in the Product Information object in the custom field YTD Sales a value greater than 100 (Product_Information_vod.YTD_Sales___c<=100) Return all the products that have in the Product Information object in the custom field YTD Sales a value lower or equal to 100 (Product_Information_vod.YTD_Sales___c>=100) Return all the products that have in the Product Information object in the custom fied YTD Sales a value greater or equal to 100

    Check box

    Value Matching

    Boolean

    n/a

    n/a n/a n/a n/a
    Example

    (Product_Information_vod.In_Distribution___c=true)

    Return all the products that have in the Product Information object in the custom field In Distribution that are set to True

    n/a n/a n/a n/a n/a

    Date

     

     

     

    Value Matching

    Date range match

    Date range match

    Date range match

    Date range match

    Date range match

    Date range match

    Example TODAY (Starts 00:00:00 of the current day and continues for 24 hour)

    (Product_vod.Promo_End_Date_=today) Return all the products that have in the Product object in the custom field Promo End Date a date equal to today's system date

    (Product_vod.Promo_End_Date_!=today) Return all the products that have in the Product object i the custom field Promo End Date a date equal to any date but today's system date (Product_vod.Promo_End_Date_<today) Return all the products that have in the Product object i the custom field Promo End Date a date in the past (Product_vod.Promo_End_Date_>today) Return all the products that have in the Product object i the custom field Promo End Date a date in the future (Product_vod.Promo_End_Date_<=today) Return all the products that have in the Product object in the custom field Promo End Date a date that is either in the past or today's date (Product_vod.Promo_End_Date_>=today) Return all the products that have in the Product object in the custom field Promo End Date a date that is either in the future or today's date
    Example YESTERDAY (Starts 00:00:00 the day before and continues for 24 hours) (Product_vod.Promo_End_Date_=yesterday) (Product_vod.Promo_End_Date_!=yesterday) (Product_vod.Promo_End_Date_<yesterday) (Product_vod.Promo_End_Date_>yesterday (Product_vod.Promo_End_Date_<=yesterday (Product_vod.Promo_End_Date_>=yesterday
    Example TOMORROW (Starts 00:00:00 after the current day and continues for 24 hours) (Product_vod.Promo_End_Date_=tomorrow) (Product_vod.Promo_End_Date_!=tomorrow) (Product_vod.Promo_End_Date_<tomorrow) (Product_vod.Promo_End_Date_>tomorrow (Product_vod.Promo_End_Date_<=tomorrow (Product_vod.Promo_End_Date_>=tomorrow

    Example LAST n WEEKS (For the number n provided, starts 00:00:00 of the last day of the previous week and continues for the past n weeks. Week start day is driven by the user locale)

    (Product_Information_vod.Last_Delivery_=last 6 weeks)

    Return all the products that have a Last Delivery that falls in the last 6 week range

    (Product_Information_vod.Last_Delivery_!=last 6 weeks)

    Return all the products that have a Last Delivery date that does NOT fall into the last 6 week range

    (Product_Information_vod.Last_Delivery_<last 6 weeks)

    Return all the products that have a Last Delivery date that occured before (in the past) the last 6 week range

    n/a

    A "last n week" cannot be in the present or future

    n/a

    A "last n week" cannot be in the present or future

    n/a

    A "last n week" cannot be in the present or future

    Example LAST n MONTHS (For the number n provided, starts 00:00:00 of the last day of the previous month and continues for the past n months)

    (Product_Information_vod.Last_Delivery_=last 3 months)

    Return all the products that have a Last Delivery that falls in the last 3 months range

    (Product_Information_vod.Last_Delivery_!=last 3 months) Return all the products that have a Last Delivery date that does NOT fall into the last 3 months range (only past in theory, as there should not be a 'last something' in the future) (Product_Information_vod.Last_Delivery_<last 3 months) Return all the products that have a Last Delivery date that occurred before (in the past) the last 3 months range

    n/a

    A "last n month" cannot be in the present or future

    n/a

    A "last n week" cannot be in the present or future

    n/a

    A "last n month" cannot be in the present or future

    Example LAST n DAYS (For the number n provided, starts with the current day and continues for the past n days.

    This includes the current day, not just previous days. For example, LAST_N_DAYS:1 includes yesterday and today)

    (Product_Information_vod.Last_Delivery_=last 30 days)

    Return all the products that have a Last Delivery that falls in the last 3 months range

    (Product_Information_vod.Last_Delivery_!=last 30 days)

    Return all the products that have a Last Delivery date that does NOT fall into the last 30 days range (only past in theory, as there should not be a 'last something' in the future)

    (Product_Information_vod.Last_Delivery_=last 30 days)

    Return all the products that have a Last Delivery date that occurred before (in the past) the last 30 days range

    n/a

    A "last n days" cannot be in the present or future

    n/a

    A "last n week" cannot be in the present or future

    n/a

    A "llast n days" cannot be in the present or future

    Example LAST YEAR (Starts 00:00:00 on January 1 of the previous year and continues through the end of December 31 of that year)

    (Product_Information_vod.Last_Delivery_=last year)

    Return all the products that have a Last Delivery that falls in the year before this current year)

    (Product_Information_vod.Last_Delivery_!=last year) Return all the products that have a Last Delivery date that does NOT fall into the last year range (Product_Information_vod.Last_Delivery_<last year) Return all the products that have a Last Delivery date that is prior (in the past) to last year date range

    (Product_Information_vod.Last_Delivery_>last year)

    Return all the products that have a Last Delivery date that is after last year (than this current year or future)

    (Product_Information_vod.Last_Delivery_<=last year)

    Return all the products that have a Last Delivery date that is either before last year or last year

    (Product_Information_vod.Last_Delivery_>=last year)

    Return all the products that have a Last Delivery date that is either after last year or last year

    Example THIS YEAR (Starts 00:00:00 on January 1 of the current year and continues through the end of December 31 of the current year)

    (Product_Information_vod.Last_Delivery_=this year)

    Return all the products that have a Last Delivery that falls in the current year)

    (Product_Information_vod.Last_Delivery_!=this year)

    Return all the products that have a Last Delivery date that does NOT fall into the current year

    (Product_Information_vod.Last_Delivery_<this year)

    Return all the products that have a Last Delivery date that is prior (in the past) to this year date range

    (Product_vod.Stock_Availability_>this year)

    Return all the products that have a Stock Availability date that is after last year (than this current year or future)

    (Product_Information_vod.Last_Delivery_<=this year)

    Return all the products that have a Last Delivery date that is either before this year or this year.

    NB: this is an unlikely scenario

    (Product_vod.Stock_Availability_>=this year)

    Return all the products that have a Stock Availability date that is either this year or in the future

    NB: this is an unlikely scenario

    Percent

     

    Value Matching number comparison number comparison number comparison number comparison number comparison number comparison

    Example

    (Product_Information_vod.Annual_Growth___c=10)

    Return all the products that have in the Product Information object in the custom percentage field Annual Growth a value that strictly equals to 10

    n/a

    (Product_Information_vod.Annual_Growth___c<10)

    Return all the products that have in the Product Information object in the custom percentage field Annual Growth a value that is less than 10

    (Product_Information_vod.Annual_Growth___c>10)

    Return all the products that have in the Product Information object in the custom percentage field Annual Growth a value that is greater than 10

    (Product_Information_vod.Annual_Growth___c<=10)

    Return all the products that have in the Product Information object in the custom percentage field Annual Growth a value that is less or equal to 10

    (Product_Information_vod.Annual_Growth___c>=10)

    Return all the products that have in the Product Information object in the custom percentage field Annual Growth a value that is greater or equal to 10

  6. Define the Sharing Group if the Product View should only be made available to specific users. This step is optional.
  7. Ensure the Active check box is selected to make the view available to users.
  8. Select Save.

Example Custom Product Views

Multiple conditions can be used within a single date range logic expression using the AND separator. Do not include spaces between conditions. Parenthesis () are always required, even if creating a single statement.

Product View Date Range Logic

1 - In Stock

(Product_vod.Stock__c='available')
2 - Suggested Order (Product_Information_vod.Suggested_Quantity__c!=NULL)
3 - Not sold in last 30d with negative growth

(Product_Information_vod.Last_Delivery_!=last 30 days)AND(Product_Information_vod.Annual_Growth__c<0)