22R2.2 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.

Engage

Sending Confirmation Emails for Accepted Meeting Requests

To notify HCPs about accepted meeting requests, confirmation emails are automatically sent to HCPs when a user accepts a meeting request in My Schedule. Customers can also define an optional company logo in the confirmation email. To do this, populate the COMPANY_LOGO_vod Engage Link setting with an externally hosted URL to the appropriate image.

For example, Dr. Clinton Ackerman submits a meeting request with Sarah Jones. Later, Sarah reviews the meeting request in My Schedule and selects Accept. Dr. Ackerman automatically receives a confirmation email from Sarah that contains the time, date, and meeting type.

This feature does not require configuration.

Automatically Sending Confirmation Emails

When a user accepts a meeting request in My Schedule, a confirmation email is sent to the account based on the Invitee_Email_vod field on the corresponding Meeting_Request_vod record. This email details the meeting type, date and time, and participants.

If the Meeting_Type_vod or Phone_vod fields are not populated in the Meeting_Request_vod record, they do not display in the email.

This email is supported in all of Veeva CRM’s supported languages and uses the Invitee_Locale_vod field from the corresponding meeting request to determine the language of the email.

Additionally, an .ICS file is attached to the email the recipient can use to add the scheduled meeting to their calendar.

Events Management

Event Session and Event Speaker Tokens

To better communicate the agenda of large-scale events, content creators can add tokens to Approved Emails sent from Events Management that render as tables listing the event’s sessions and speakers. This provides a better overview of what the event is about, enabling attendees to better plan for the event.

For example, Alice Adams is a content creator who wants email invitations to large-scale events to include tables listing the event’s speakers and sessions. She edits the appropriate template and adds the {{EventSession}} and {{EventSpeaker}} tokens to the template. She then edits each token to display the appropriate columns, as well as add custom styling for each table.

Later, Sarah Jones organizes a large scale event with several associated sessions and speakers. When she previews the invitation prior to sending it to her attendees, she views the rendered tables listing her event’s sessions and speakers.

Adding the Event Sessions Table to Approved Email Content

To add the Event Sessions table for Approved Email content, add the {{EventSession}} token to the appropriate Approved Email Templates used as invitations for Events. If you are using Vault to create the email template, this token can be added via the BEE Editor.

The Sessions Table token has the following parameters, all of which can be used together to create specific and relevant tables:

  • tableHeader – Defines the table’s header
  • fields – Defines the columns of the table. At least one field must be referenced for the table to render.
  • sort – Defines the field to sort EM_Event_Session_vod records by, as well as if records should sort in ascending or descending order
The tableHeader Parameter

Content creators can specify the table’s title using the tableHeader= parameter.

For example, {{EventSession[fields=Session_Title_vod__c;tableHeader=Sessions]}} would render the table with a header of Sessions.

The tableHeader parameter is not translated.

The fields Parameter

Use the token’s [fields=Field1APIName, Field2APIName] parameter to define a comma-separated list of EM_Event_Session_vod fields to display as columns of the table.

At least one field must be added to the token in order for the table to render.

For example, {{EventSession[fields=Session_Title_vod__c, Description__c]}} renders the table with two columns representing the Session_Title_vod and Description__c fields.

Content creators can specify the format of Date, Time, or Date/Time fields.

The sort Parameter

By default, EM_Event_Session_vod records sort in the table based on their Start_Time_vod__c field values.

Content creators can use the sort= parameter to specify a different field and sort order for the table.

For example, {{EventSession[fields=Session_Title_vod__c, Description__c;sort=Session_Title_vod__c, asc]}} sorts the list in ascending order based on the Session_Title_vod field values.

Customizing Styles for the Event Sessions Table

Content creators can customize the styling of the Event Session table by adding the following CSS class selectors to the <style> tag of the Email Template:

  • .eventsession – Controls the style of the overall table
  • .eventsession th – Controls the style of the table header row
  • .eventsession tr – Controls the style of table rows
  • .eventsession td – Controls the style of table cell content

Adding the Event Speakers Table to Approved Email Content

To add the Event Speakers table to Approved Email content, add the {{EventSpeaker}} token to the appropriate Approved Email Templates used as invitations for Events. If you are using Vault to create the email template, this token can be added via the BEE Editor.

The Speaker Table token has the following parameters, all of which can be used together to create specific and relevant tables:

  • tableHeader – Defines the table’s header
  • fields – Defines the columns of the table. At least one field must be referenced for the table to render.
  • status – Filters the list of Event Speakers based on their Status_vod fields
  • sort – Defines the field to sort EM_Event_Speaker_vod records by, as well as if records should sort in ascending or descending order
The tableHeader Parameter

Content creators can also specify the table’s title using the tableHeader= parameter.

For example, {{EventSpeaker[fields=Speaker_Formatted_Name_vod__c;tableHeader=Speakers]}} would render the table with a header of Speakers.

The tableHeader parameter is not translated.

The fields Parameter

Use the token’s [fields=Field1APIName, Field2APIName] parameter to define a comma-separated list of EM_Event_Speaker_vod fields to display as columns of the table.

At least one field must be added to the token in order for the table to render.

For example, {{EventSpeaker[fields=Speaker_Formatted_Name_vod__c, EM_Speaker_vod__r.Speaker_Biography__c]}} renders the table with columns representing the Speaker_Formatted_Name_vod field, as well as the custom Speaker_Biography__c field referenced from the EM_Speaker_vod field.

Up to five levels of relationship references are supported. For example, EM_Event_Speaker_vod__c.EM_Speaker_vod__r.Account_vod__r.Primary_Parent_vod__r.Formatted_Name_vod__c

Content creators can specify the format of Date, Time, or Date/Time fields.

The status Parameter

Content creators can filter the list of Event Speakers based on their Status_vod fields using the status= parameter.

For example, {{EventSpeaker[fields=Speaker_Formatted_Name_vod__c, Speaker_Biography__c;status=Approved_vod, Invited_vod]}} filters the list of Event Speakers to only display speakers with a Status_vod field of Approved_vod or Invited_vod.

The sort Parameter

By default, EM_Event_Speaker_vod records sort in the table based on their First_Name_vod fields. Content creators can use the sort= parameter to specify a different field and sort order to use instead.

For example, {{EventSpeaker[fields=Speaker_Formatted_Name_vod__c, EM_Speaker_vod__r.Speaker_Biography__c;sort=Speaker_Formatted_Name_vod__c, asc]}} sorts the list in ascending order based on the Speaker_Formatted_Name_vod field.

Customizing Styles for the Event Speakers Table

Content creators can customize the styling of the Event Speakers table by adding the following CSS class selectors to the <style> tag of the Email Template:

  • .eventspeaker – Controls the style of the overall table
  • .eventspeaker th – Controls the style of the table header row
  • .eventspeaker tr – Controls the style of table rows
  • .eventspeaker td – Controls the style of table cell content

Territory Management

Viewing Accounts in a Territory in Align Manager Feedback

Managers can use the Accounts screen to perform the following actions:

  • View Challenge and Goal information via grouped columns
  • Columns representing the account’s name and challenge actions are static, ensuring they always display when horizontally scrolling the Accounts table
  • Apply and clear filters from any one or more columns containing data
  • View accounts in the territory grouped based on if they were removed from the territory
  • View edits to target goals within the goal columns as green up-arrows and red down-arrows, indicating whether the goal was increased or decreased

The table on the Accounts screen contains all of the accounts in the territory, indicating any challenges against the account made by the end user.

Managers can review challenges made against accounts in the territory via the Challenge group of columns. To quickly see which pending challenges require review, the cells in the Status column are shaded yellow for pending challenges and green for accepted challenges.

The channel groups of columns display changes made by end users to a target’s goals. Edits to target goals display with green up-arrows and red down-arrows, indicating whether the goal was increased or decreased.

Edits to target goals display within the goal columns as green up-arrows and red down-arrows, indicating whether the goal was increased or decreased.

Sorting the Accounts Table

To quickly view relevant groups of accounts, rows in the Accounts table are grouped into the following collapsible group rows:

  • Account Assignments – Contains all in-territory accounts
  • Drops – Contains all accounts that were removed from the territory for the upcoming cycle

Sort columns by selecting the sort button on the appropriate column. Columns initially sort in ascending order. To reverse sort, select the button a second time.

Sorting occurs separately within each of the two row groups. For example, if the manager selects to sort the list of accounts alphabetically, all rows within the Account Assignments group sort alphabetically, then all rows within the Drops group separately sort alphabetically.

Filtering the Accounts Table

Filter any column containing data by selecting the column header and entering the appropriate filter conditions.

You can apply multiple filters at once for even more specific table contents.

Additionally, the table displays as pre-filtered if the manager navigated to the Accounts table by selecting a value in one of the following columns of the Territories table:

Territories Table Column Value

Applied Filter

Total Challenges

Only display rows with a Challenged? Column of Yes.

Pending Approval

Only display rows with a Challenged Status of Pending.

Targets

Only displays targets.

Person Accounts

Only display rows with an Account Type of Person.

Business Accounts

Only display rows with an Account Type of Business.

Remove a column’s filter by right-clicking the column header and selecting Remove filter.

Select the Clear Filters button to clear all applied filters.

Approving or Rejecting Challenges

From the Accounts screen, users can approve or reject challenges either in bulk or individually.

To select an individual challenges to approve or reject:

  1. Navigate to the appropriate row in the table.
  2. Select either the Thumbs Up or Thumbs Down buttons.

To select many pending challenges to approve or reject:

  1. Select the check box for the appropriate rows. Select the check box in the column header to select all displayed rows at once.
  2. Select either the Thumbs Up or Thumbs Down buttons in the page header.

If the pending challenge was a multi-faceted challenge, for example, if the end user created a Remove Account challenge on an account designated as a target, managers can approve certain aspects of the challenge:

  1. Navigate to the appropriate row.
  2. Select the More Actions dropdown button in the Actions column.
  3. Select the appropriate action. Available actions are:

    • Approve “Add Account” Only – Displays if the end user created an Add Target challenge against an account outside of their territory. Selecting this option adds the account to the territory, but does not designate it as a target.
    • Approve “Remove Target” Only – Displays if the end user created a Remove Account challenge against a target. Selecting this option removes the target designation from the account, but keeps the account in the territory.