21R2.2 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 deciding which features work together with existing customer configurations.

Information includes an overview 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.

Engage Meeting

Using Default Directories in the CLM Media Library Online

Admins can specify which directory displays by default when users navigate to the CLM media library, allowing end users to quickly access the most important or most commonly used presentations in their media libraries. To ensure end users can only view content in the directories to which they have access, admins can disable presentation thumbnails in the CLM media library when directories are not applied.

This applies to CLM and Training presentations.

For example, Verteo BioPharma organizes the media library by product directories and does not want unbranded and branded CLM Presentation thumbnails to display at the same time when users view their media libraries. Users for Verteo BioPharma present Cholecap content most often so the admin sets Cholecap as the default directory, then disables directory thumbnails so users can view presentations in their media libraries only when a directory is applied.

Considerations

  • The default directory functionality overrides directory stickiness

Using Default Directories

When users navigate to their media libraries, the default directory is automatically applied and only presentations assigned to the default directory display.

To create and apply a directory, see Using Directories in the Media Library for more information.

Viewing Presentations with Disabled Thumbnails

When users navigate to their media libraries, presentations do not display in the CLM Presentations and Training tabs. Users can apply directories or labels to view the assigned presentations. To create and apply labels, see Labeling Presentations for more information.

Thumbnails continue to display in customer-managed directories, the Unassociated directory, and the My Presentations tab (if applicable).

Events Management

Required Event Material Rules

Required Event Material rules improve compliance and audit trails across events by requiring event organizers to attach supporting materials to an event before an event action can be performed.

The Required Event Material Rule can be configured to either warn event organizers of violations or prevent them from proceeding until violations are addressed.

For example, Sarah Jones holds an event. When she tries to close the event, a warning displays telling her that she first needs to submit receipts, a copy of the paper sign in sheet, as well as copies of all final event materials used in the event. Sarah attaches these materials to the event, which are reviewed by her company’s auditing, then closes her event.

See Examples of Event Material Rules for detailed examples of these types of rules.

Prerequisites

Creating Required Event Material Rules

To create Event Material Rules as an admin:

  1. Navigate to the Event Business Rules tab.
  2. Create a new Event Business Rule with a record type of EM_Required_Event_Material_Rule_vod.
  3. Select Next.
  4. Populate the following fields:

    • Name
    • Run_Rule_Event_Action_vod – Enter the appropriate button name to run the rule whenever the event organizer selects the button

      Enter only one button name in this field. The Reschedule_vod and Cancel_Event_vod buttons are not supported event actions. Rules with these buttons as the defined event action will not run.

    • EM_Event_Material_vod – The name of the resulting EM_Event_Material_vod record
    • Global_Rule_vod – Applies the rule to all countries, regardless of any countries associated via Event Business Rule Configuration records
    • Warning_Type_vod – Select either Hard Warning or Soft Warning. See Warning Text and Tokens for more information.
    • Warning_Text_vod – Displays the Veeva Message that displays if this rule is violated. See Warning Text and Tokens for more information.
    • Comment_Required_vod – Only displays if the Warning Type is Soft Warning. Select one of the following options:
    • Required – Organizers must leave a comment when dismissing a soft warning
    • Optional – Organizers may leave a comment when dismissing a soft warning
    • Hidden – The comment box does not display
  5. Select Save.
Creating Event Material Rule Configurations

After the event rule is created, admins must create an associated EM_Business_Rule_Configuration_vod record to determine which event type, country, and timespan the rule should apply to.

To associate event rules to EM_Business_Rule_Configuration_vod records, create a EM_Business_Rule_Configuration_vod record from the Business Rule Configurations related list of the appropriate business rule with the following field values:

  • Event_Business_Rule_vod – Automatically populates with the appropriate event rule
  • Event_Type_vod – Enter the appropriate EM_Event_vod record type the event rule applies to
  • Country_vod – Use the lookup to select the appropriate Country_vod record. This field does not display if the Global_Rule_vod check box was selected.
  • Rule_Start_Date_vod – Defines the start of the active period of the rule
  • Rule_End_Date_vod – Defines the end of the active period of the rule

Only one business rule configuration can be active for each combination of Event_Type_vod, Event_Business_Rule_vod, and Country_vod.

Using Required Event Material Rules

When event organizers create an event with Country_vod and Event_Type_vod fields that match active Event Material Rules, EM_Event_Material_vod records are created for each applicable rule. These EM_Event_Material_vod records are created with the following properties:

  • Record Type – Required_Attachment_vod
  • Name_vod – Reflects the value of the EM_Event_Material_vod field of the associated rule
  • Attachment_Requirement_vod – This picklist can be one of the following values, based on the value of the Warning_Type_vod picklist on the associated rule:
  • Required_vod – If the Warning Type is Hard_Warning_vod
  • Optional_vod – If the Warning Type is Soft_Warning_vod
  • Required_Event_Action_vod – Reflects the value of the Run_Rule_Event_Action_vod field of the associated rule
  • Has_Attachment_vod – Always populates with a value of No_vod

Event organizers can then upload the appropriate attachments or files to these EM_Event_Material_vod records. When an attachment or file is uploaded to the record, the Has_Attachment_vod field updates with a value of Yes_vod.

If event organizers do not upload an attachment or file to an EM_Event_Material_vod record when they select the Run_Rule_Event_Action_vod button, a hard or soft warning displays informing organizers they did not upload all of the required attachments or files.

Generating Virtual Participant URLs in Child Events

Attendee and speaker participant URLs can now be generated for all child events linked to a parent virtual event when using Event Templates in conjunction with virtual events. This enables easier planning and execution of large virtual events, as it enables teams to share and invite child virtual event attendees to a single virtual session.

For example, a nation-wide virtual event is scheduled by John Adams, which include attendees from across the country. John enables local event organizers to determine which attendees will attend the event in their specific area via child events. Sarah Jones creates and organizes one of these child events and invites several attendees. The generated participant URLs for her attendees automatically associate with the parent event, so when the parent event begins, all of Sarah’s attendees from the child event join the larger parent virtual event.

Considerations

  • Alternative Hosts are not supported on child virtual events. If child event organizers need co-hosts, they must be added as an Alternative Host on the parent virtual event.
  • The Schedule_Engage_vod button does not display on child virtual events when the corresponding parent virtual event is scheduled
  • Child virtual event organizers cannot start virtual events. If the organizer needs a participant URL, they must be added as an attendee to the parent virtual event.
  • If Virtual Event Attendance Tracking is enabled, attendees and speakers associated with child virtual events are tracked as Remote_Attendee_vod records with an Event_vod field referencing to the child virtual event

    If an attendee or speaker is duplicated across related parent and child virtual events, the Participant URL cannot be resolved to a single event, so the Event_vod field would reference the first event based on SFDC ID.

Prerequisites

Generating Child Virtual Event URLs

To generate URLs for all related child virtual events:

  1. Create a child event under an already scheduled parent event.

    Ensure the Event Configuration used to create the parent virtual event has an associated EM_Event_Rule_vod record with the Enable_Participant_URL_Child_Event_vod check box selected.

  2. Add all appropriate attendees and speakers to the child event.
  3. Select Send Invitations. The generated participant URLs for the added attendees and speakers automatically associate with the parent virtual event.

MyInsights

Viewing MyInsights Content in Lightning

To create dynamic page layouts, admins can embed MyInsights content in Lightning pages, including territory-level content and content visible only for specific records. This allows Lightning users to view and interact with MyInsights content online alongside standard Salesforce Lightning components.

For example, Sarah Jones uses Veeva CRM on a desktop computer. She has two territory-level MyInsights visualizations, one for pre-call planning and one for administrative tasks. To allow Sarah to view MyInsights visualizations online, an admin adds both visualizations to her home page in Lightning. Sarah can start her day by consulting both visualizations online and planning her daily activities.

Considerations

  • Developers can create MyInsights content for Lightning with integrated Nitro data using the queryVDSRecord method
  • Developers must include the <!DOCTYPE html> header in the index.html file
  • If multiple MyInsights Lightning web components display on the same page and are not using the updated JavaScript library, query performance may be degraded and using the getDataForCurrentObject JavaScript method to retrieve data about the HTML_Report_vod object from CRM may return incorrect data. Veeva recommends ensuring all content uses the updated MyInsights JavaScript library.
  • The Territory Insights visualization is supported in Lightning for territories with up to 4500 accounts
  • The Inventory Monitoring Dashboard is not supported in Lightning

Adding MyInsights Content to Lightning Pages

To view MyInsights content in Lightning, admins must add the MyInsights Lightning web component (LWC) to the appropriate Lightning page via the Lightning App Builder. Multiple MyInsights LWCs can be added to a page.

Admins can also add MyInsights LWC as tabs in a Tabs LWC. However, if a user does not have visibility to the MyInsights content in a tab, an empty tab displays. To avoid empty tabs, Veeva recommends adding MyInsights content with limited visibility as independent MyInsights LWCs on a Lightning page.

The following Lightning page types support the MyInsights LWC and can display different MyInsights content depending on the HTML_Report_vod record types:

Lightning Page

Available HTML_Report_vod Record Types

Home Page

  • Territory_Insights_vod
  • Territory_Insights_Default_vod

App Page

  • Territory_Insights_vod
  • Territory_Insights_Default_vod

Account Record Page

  • Account_Profile_Override_vod
  • KOL_Profile_vod
  • Account_Reports_vod
  • Territory_Insights_vod
  • Territory_Insights_Default_vod

Account Plan Record Page

  • Account_Plan_vod
  • Account_Profile_Override_vod
  • KOL_Profile_vod
  • Account_Reports_vod
  • Territory_Insights_vod
  • Territory_Insights_Default_vod

Inventory Monitoring Record Page

  • Inventory_Monitoring_vod
  • Account_Profile_Override_vod
  • KOL_Profile_vod
  • Account_Reports_vod
  • Territory_Insights_vod
  • Territory_Insights_Default_vod

Order Record Page

  • Orders_vod
  • Account_Profile_Override_vod
  • KOL_Profile_vod
  • Account_Reports_vod
  • Territory_Insights_vod
  • Territory_Insights_Default_vod

All other record pages

  • Territory_Insights_vod
  • Territory_Insights_Default_vod

After adding the MyInsights LWC to the page layout, admins can select the content to display from a dropdown menu of the available HTML_Report_vod records. Only HTML_Report_vod records with the appropriate record types display.

Optionally, admins can also define the maximum height of the component in pixels. If defined, the content never exceeds the maximum height, even when resized.

When using out-of-the-box visualizations not supported on the iPhone platform, ensure the LWC has sufficient horizontal space to allow the content to display fully.

Since the LWC is responsive, if users resize their browser window, the content also resizes appropriately. To allow MyInsights content to dynamically resize, developers must use the updated MyInsights JavaScript library and must not use the following CSS styles on the html tag:

  • height: 100%
  • max-height: 100%

Querying Nitro Data from MyInsights Content in Lightning

MyInsights content in Lightning supports querying data from Nitro using the queryVDSRecord method, allowing users to view content with integrated Nitro data. See the Developer Portal for more information.

MyInsights Studio

Using the Metric Highlight Display Element (Available October 7, 2021)

Users can use the Metric Highlight display element to define and display metrics in large fonts to visually highlight important data.