Veeva CRM 23
Many new features can be enabled with Veeva CRM 23. This document provides a brief explanation of each new feature and updates to existing features. Complete documentation for these features is available on October 31st on the home page of the Veeva Systems Customer Support Portal at:
If you do not have a login to the customer portal, you can request a login by filling out the form on the customer portal page.
Documentation is also available via your Home page within your Veeva org.
Summary
Veeva CRM 23 brings major improvements across the full suite of applications, providing enhancements that optimize user experience and maximize productivity.
Key enhancements include:
- Multichannel Cycle Plans – Provides the ability to track activities across all channels for their target list, improving guidance for field users by better illustrating which activities to execute on at the right time.
- Enhanced Survey Publishing – Adds an improved publishing experience, allowing for more granular assignment rules and more insight into publishing progress, helps solve many problems for survey administrators.
- Internal Surveys – When creating a Survey, a new type of User Survey is now available allowing survey targets to include field users.
- Survey Overlays for CLM – Surveys can now be accessed from CLM presentations as an overlay.
- Multiple CLM Improvements – Added portrait mode for PDFs, tracking activity before account selection, CLM consent and anonymous tracking, improved diagnostics and much more.
- Customizing Approved Email – Added Rich Text support and filtering on Attachment list to make it easier for Medical users to utilize the power of Approved Email.
- Windows 8 – Added Account Timeline, Offline Validation Rules, GPS Stamping, Inventory Monitoring Photo Capture and much more.
- Order Management and Inventory Monitoring - Continuous Inventory Monitoring and Account Partner selection on Orders make the life of a pharmacy-based field rep much easier.
- CoBrowse – You are now able to present a CoBrowse session directly from an iPad.
- Account Timeline - Now includes more activities on the timeline including key messages and thumbnails of each slide shown during a call.
Detailed instructions are available later in this document for settings required to fully enable all new features in Veeva CRM 23.
User Visible and Behavior Changes
Most new features are delivered disabled by default; however users are able to view the following features immediately:
- When the ENABLE_SAMPLE_DISTRIBUTED_BY_SIG setting is enabled, the “Distributor” value is now populated on Call Sample and Sample Transaction for Samples. The stamped value is retrieved from the User.Company field.
If Group Emails is enabled, a new Organization section displays in the AE Wizard
Market Share in Top Accounts is enabled by default unless the TOP_ACCTS_COLS Veeva Setting is enabled
If exposed, the Territory_vod field on the Sent_Email_vod page layout displays
When a Contract is selected on an IM record , and the Contract has Targets defined, the IM Lines display with color coding so users can easily see what Targets have been met
For Continuous Inventory Monitoring, the new Clear button is available to users whether the Continuous Inventory Monitoring setting is enabled or not. The clear option displays on the IM pages and removes all products and corresponding values from the IM Lines when the buttons is tapped.
If utilizing the Vault – CLM integration, when the Obsolete State is defined, the Non-Steady State CLM is no longer downloaded to the iPad in the NSS CRM environment The Options -> Media tab has an additional column for Media File Name and Status (if FLS is granted), and values for Total Media Count and Total Media SizeWhen paging through CLM content, the thumbnails may initially display as white images but are replaced with the thumbnail images as they load from top to bottom
The Media File update link is no longer visible on Key_Message_vod records if the CDN_Path_vod field is populated
The Size column on the Options -> Media tab displays values from the Media File Size field on the Key MessageIf the Timeline is enabled for Call, and VMOCs for Multichannel_Activity_vod and Multichannel_Activity_line_vod objects are marked as active, notifications for CoBrowse displayCall Reports on the Timeline display thumbnail images of CLM content displayed during the Call
If configured, related presentations in the Engage Player sort by Display Order then alphabetically by Presentation NameUsers who have edit permissions to the Last_Scheduler_Account_List_vod field can view the last view or account list used on the call scheduler when they navigate back to it
If the new field Sent_Email_vod.Call2_vod is added to the page layout, the lookup to the Call that initiated the Sent Email displays
When capturing Orders, if a total order limit is triggered, a warning displays until the limit is satisfied
If the device is configured appropriately, files from the Documents tab display in portrait mode when the orientation of the device changes
- After each Approved Email process completes, the integration user, Veeva support, and a configurable list of email addresses receives status and failure alert emails. A new section in the process scheduler has been created to facilitate configuration of the recipient list.
- When creating Survey questions, red boxes no longer display around required fields prior to entering a value If the currency field is on any page layout it always displays as a required field on iPad. This is to replicate Salesforce behavior.
Related Lists can now display more than four columns. Users must have Read permission to the object as well as FLS to the fields in order for them to display.
What's New in Veeva CRM 23
The following changes are available to all licensed users of a given product. Instructions to configure these options are discussed in each topic and in the Veeva CRM product documentation, which is available on the support portal beginning February 20, 2015.
General
- Surveys
- Targets by Account Type
- Launch Inventory Monitoring from Call Objectives
- Order Management
- Account Partner Object
- Line Delivery Splitting
- Payers and Delivery Locations
- Display Order of Engage Related Presentations
- Email Status Reports and Alerts for Approved Email Processes
MC Engine for Publishing Surveys
Inventory Monitoring
Continuous Inventory Monitoring
Inventory Monitoring for All Product Types
General
5000 Record Limit in My Accounts
Veeva CRM on iPad
- CoBrowse from iPad - Users are now able to view and launch scheduled CoBrowse sessions from iPad devices.When configured, the zvod_Cobrowse_vod__c marker field containing the CoBrowse session information is visible on the offline device on the Call.See Configuring CoBrowse for configuration information and Using CoBrowse for further information.
Closed Loop Marketing (CLM)
- Thumbnails in Timeline View
- Options - Media Functionality
- Disabling Zoom
- Tracking CLM Usage without an Account
- Downloading All Media
- Expiration of Presentations
- CLM Consent
- Portrait View for CLM and Documents
- Accessing Surveys from CLM
Approved Email
- Adding Recipients
- Adding Recipient Specific Fields
- Group Emails
- Sending Emails from a Medical Inquiry
- Lookup from Sent Email to Call
- Stamping a Sent Email with Territory
- Filtering Fragments
- Subset of Tokens in Email Fragments
- Formatting Rich Text
- Auto-creating Approved Email Fragments - Vault has the ability to generate Email Fragments from any document. See Vault documentation for more information.
- Email Subject Size - The Email_Subject_vod text field on the Approved_Document_vod object is now increased to 255 characters.
VInsights
Veeva CRM - Veeva Network Integration
Windows
New Objects
The list below contains all new objects added in Veeva CRM Version 23.
Object |
Label |
Master Object |
Description |
---|---|---|---|
Account_Partner_vod | Account Partner | Used to associate two accounts for Order Management functionality. | |
MC_Cycle_Channel_vod | MC Cycle Channel | MC_Cycle | Defines the list of Channels in a Cycle. |
MC_Cycle_Plan_Channel_vod | MC Cycle Plan Channel | MC_Cycle_Plan_Target | Defines an activity channel associated to a Cycle Plan Target. |
MC_Cycle_Plan_Product_vod | MC Cycle Plan Product | MC_Cycle_Plan_Channel | Defines a product that is associated to a Cycle Plan Channel. |
MC_Cycle_Plan_Summary_vod | MC Cycle Plan Summary | MC_Cycle_Plan | Stores Channel and Product aggregate calculations for each cycle plan. |
MC_Cycle_Plan_Target_vod | Multichannel Cycle Plan Target | MC_Cycle_Plan | Defines a Cycle Plan Target and the overall interaction values assigned to the Target. |
MC_Cycle_Product_vod | MC Cycle Product | MC_Cycle_Channel | Defines the list of Products in a Cycle Channel. |
MC_Cycle_vod | MC Cycle | Defines an overall cycle. | |
MC_Cycle_Plan_ vod | MC Cycle Plan | The Cycle Plan object holds a list of target accounts for a specified time frame. |
New Fields
The list below contains all fields added in Veeva CRM Version 23. The fields are organized by object. Visibility to all fields is disabled by default to all users except administrators. See the Veeva Data Model information for a full listing of Veeva objects.
Object Name |
Field Label |
Field API Name |
Field Description |
Data Type |
---|---|---|---|---|
Account |
CLM_Opt_Type_vod__c |
CLM Opt Type |
Holds the CLM consent type for the Account. Used in CLM to drive the opt-in consent model. |
Picklist |
Account |
Master_Align_Id_vod__c |
Master Align Id |
Globally unique identifier for this object. This Id is managed by Align |
Text |
Account_Partner_vod__c |
Account_Partner_ID_vod__c |
Account Partner ID |
Identifier for the Account Partner record, used when Account ID is loaded from external sources. |
Text |
Account_Partner_vod__c |
Account_vod__c |
Account |
Lookup to account that is the source of the association. |
Lookup |
Account_Partner_vod__c |
Contract_vod__c |
Contract |
Links Account Partner object to Contract object and allows to define a Contract for the Account Partner record. |
Lookup |
Account_Partner_vod__c |
Mobile_ID_vod__c |
Mobile ID |
Unique identifier for records created offline. |
Text |
Approved_Document_vod__c |
Email_Subject_vod__c |
Subject |
Subject of the Vault Email Template. |
Text |
Approved_Email_Settings_vod__c |
ADD_RECIPIENTS_vod__c |
Additional Recipients |
This setting determines if User can add recipients from within Approved Email. |
Text |
Approved_Email_Settings_vod__c |
APPROVED_EMAIL_FILTER_FIELDS_vod__c |
Approved Email Filter Fields |
This field holds the values of the fields that are show up as filters on Approved Email page. Default value is to reference a Veeva Message of the same name. |
Text |
Approved_Email_Settings_vod__c |
ENABLE_GROUP_EMAIL_vod__c |
Enable Group Email |
0 = Feature Disabled |
Number |
Approved_Email_Settings_vod__c |
RECIPIENT_SPECIFIC_FIELDS_vod__c |
Recipient Specific Field |
List of fields that when on the page layout are available as recipient specific fields. |
Text |
Call_Objective_vod__c |
Inventory_Monitoring_Type_vod__c |
Inventory Monitoring Type |
Untranslated label of the record type of the Inventory Monitoring record to create. This is only valid for Call Objectives with the Inventory Monitoring record type. |
Text |
Call_Objective_vod__c |
Inventory_Monitoring_vod__c |
Inventory Monitoring |
Specifies the Inventory Monitoring record associated to the Call Objective |
Lookup |
Clm_Presentation_vod__c |
Enable_Survey_Overlay_vod__c |
Enable Survey Overlay |
Allows the survey associated to the presentation to appear in the CRM overlay. |
Check box |
Inventory_Monitoring_Line_vod__c |
User_Modified_vod__c |
User Modified |
Flags if line was modified by user |
Check box |
Inventory_Monitoring_vod__c |
Call_Objective_vod__c |
Call Objective |
Specifies the Call Objective associated to the Inventory Monitoring |
Lookup |
Key_Message_vod__c |
Disable_Actions_vod__c |
Disable Actions |
Contains a list of user actions that are disabled when selected |
Multiselect Picklist |
MC_Cycle_Channel_vod__c |
Channel_Criteria_vod__c |
Channel Criteria |
Delimited list of criteria that determines how to query for transactions related to the channel. |
LongTextArea |
MC_Cycle_Channel_vod__c |
Channel_Label_vod__c |
Channel Label |
Label of the channel that is shown to end users. This can be written in any language. |
Text |
MC_Cycle_Channel_vod__c |
Channel_Object_vod__c |
Channel Object |
Full API Label of the transaction object. Example: Call2_vod__c or Sent_Email_vod__c. |
Picklist |
MC_Cycle_Channel_vod__c |
Channel_Weight_vod__c |
Weight |
Interaction value associated to the activities for this channel. |
Number |
MC_Cycle_Channel_vod__c |
Cycle_vod__c |
Cycle |
The cycle the channel activity is associated with. |
MasterDetail |
MC_Cycle_Channel_vod__c |
External_Id_vod__c |
External ID |
External ID for data loading. |
Text |
MC_Cycle_Channel_vod__c |
VExternal_Id_vod__c |
Veeva External ID |
System set to prevent duplicate channels/labels for a Cycle. Cycle_vod__c +__ + Channel_Object_vod__c +__ + Channel_Label_vod__c |
Text |
MC_Cycle_Plan_Channel_vod__c |
Channel_Activity_Actual_vod__c |
Channel Activity Actual |
Count of actual channel activities according to the Cycle Channel Criteria. |
Number |
MC_Cycle_Plan_Channel_vod__c |
Channel_Activity_Goal_vod__c |
Channel Activity Goal |
Suggested number of channel activities for the Target |
Number |
MC_Cycle_Plan_Channel_vod__c |
Channel_Activity_Max_vod__c |
Channel Activity Max |
Maximum number of activities allowed toward channel attainment |
Number |
MC_Cycle_Plan_Channel_vod__c |
Channel_Activity_Remaining_vod__c |
Channel Activity Remaining |
Goals - Actual. If no goals provided then remaining will be blank. |
Number |
MC_Cycle_Plan_Channel_vod__c |
Channel_Attainment_vod__c |
Channel Attainment |
Channel Interactions Earned / Channel Interaction Goals. If no goals value is blank. |
Percent |
MC_Cycle_Plan_Channel_vod__c |
Channel_Interactions_Actual_vod__c |
Channel Interactions Actual |
Channel Actual Activity x Cycle Channel Weight |
Number |
MC_Cycle_Plan_Channel_vod__c |
Channel_Interactions_Earned__c |
Channel Interactions Earned |
If Channel Activity Actual is greater than Channel Activity Max this value will be Channel Activity Max, otherwise Channel Activity Actual |
Number |
MC_Cycle_Plan_Channel_vod__c |
Channel_Interactions_Goal_vod__c |
Channel Interactions Goal |
Channel Activity Goal x Cycle Channel Weight |
Number |
MC_Cycle_Plan_Channel_vod__c |
Channel_vod__c |
Channel |
Channel label from the Cycle Channel |
Text |
MC_Cycle_Plan_Channel_vod__c |
Cycle_Channel_vod__c |
Cycle Channel |
Cycle Channel that this Cycle Plan Channel is associated with. This defines how channel activities are calculated |
Lookup |
MC_Cycle_Plan_Channel_vod__c |
Cycle_Plan_Target_vod__c |
Cycle Plan Target |
Related Cycle Plan Target record |
MasterDetail |
MC_Cycle_Plan_Channel_vod__c |
External_Id_vod__c |
External ID |
External ID for data loading. |
Text |
MC_Cycle_Plan_Channel_vod__c |
Last_Calculated_vod__c |
Last Calculated |
Date and time the Cycle Plan was last calculated. |
DateTime |
MC_Cycle_Plan_Channel_vod__c |
Product_Attainment_vod__c |
Product Attainment |
Summary Product attainment for the channel. |
Percent |
MC_Cycle_Plan_Channel_vod__c |
Product_Interactions_Earned_vod__c |
Product Interactions Earned |
Sum of all Product interactions Earned |
Number |
MC_Cycle_Plan_Channel_vod__c |
Product_Interactions_Goal_vod__c |
Product Interactions Goal |
Sum of Product Interaction Goals for this Channel. |
Number |
MC_Cycle_Plan_Channel_vod__c |
VExternal_Id_vod__c |
Veeva External ID |
System set to prevent duplicate Channels for a Cycle Plan Target. Cycle_Plan_Target_vod__c.Id +__+ Cycle_Channel_vod__c.Id |
Text |
MC_Cycle_Plan_Product_vod__c |
Channel_vod__c |
Channel |
Channel label from the Cycle Channel |
Text |
MC_Cycle_Plan_Product_vod__c |
Cycle_Plan_Channel_vod__c |
Cycle Plan Channel |
Related Cycle Plan Channel record |
MasterDetail |
MC_Cycle_Plan_Product_vod__c |
Cycle_Product_vod__c |
Cycle Product |
Cycle Product that this Cycle Plan Product is associated with. This defines how product activities are calculated |
Lookup |
MC_Cycle_Plan_Product_vod__c |
External_Id_vod__c |
External ID |
External ID for data loading. |
Text |
MC_Cycle_Plan_Product_vod__c |
Last_Calculated_vod__c |
Last Calculated |
Date and time the Cycle Plan was last calculated. |
DateTime |
MC_Cycle_Plan_Product_vod__c |
Product_Activity_Goal_vod__c |
Product Activity Goal |
Suggested number of product activities for the Channel and Target |
Number |
MC_Cycle_Plan_Product_vod__c |
Product_Activity_Max_vod__c |
Product Activity Max |
Maximum number of product activities allowed toward product attainment |
Number |
MC_Cycle_Plan_Product_vod__c |
Product_Activity_Remaining_vod__c |
Product Activity Remaining |
Goals - Actual. If no goals provided then remaining will be blank. |
Number |
MC_Cycle_Plan_Product_vod__c |
Product_Actual_Activity_vod__c |
Product Activity Actual |
Count of actual product activities according to the Cycle Channel Criteria. |
Number |
MC_Cycle_Plan_Product_vod__c |
Product_Attainment_vod__c |
Product Attainment |
Product Interactions Earned / Product Interactions Goal. If no goals then attainment is blank. |
Percent |
MC_Cycle_Plan_Product_vod__c |
Product_Interactions_Actual_vod__c |
Product Interactions Actual |
Product Actual Activity x Product Activity Weight |
Number |
MC_Cycle_Plan_Product_vod__c |
Product_Interactions_Earned_vod__c |
Product Interactions Earned |
If Channel Activity Actual is greater than Channel Activity Max this value will be Channel Activity Max, otherwise Channel Activity Actual. |
Number |
MC_Cycle_Plan_Product_vod__c |
Product_Interactions_Goal_vod__c |
Product Interactions Goal |
Product Activity Goal x Product Weight. If no goals then value is blank. |
Number |
MC_Cycle_Plan_Product_vod__c |
Product_Name_vod__c |
Product |
Product label from the Cycle Product |
Text |
MC_Cycle_Plan_Product_vod__c |
VExternal_Id_vod__c |
Veeva External ID |
System set to prevent duplicate Products for a Cycle Plan Channel. Cycle_Plan_Channel_vod__c.Id +__+ Cycle_Product_vod__c.Id |
Text |
MC_Cycle_Plan_Summary_vod__c |
Attainment_vod__c |
Attainment |
Interactions_Earned_vod / Interactions_Goal_vod. If no goals then value is blank. |
Percent |
MC_Cycle_Plan_Summary_vod__c |
Cycle_Channel_vod__c |
Channel |
Distinct Channel that the Summary record may be related to. |
Lookup |
MC_Cycle_Plan_Summary_vod__c |
Cycle_Plan_vod__c |
Cycle Plan |
Cycle Plan that the Summary record is related to. |
MasterDetail |
MC_Cycle_Plan_Summary_vod__c |
Interactions_Earned_vod__c |
Interactions Earned |
Sum of all interactions earned based on the RecordType. |
Number |
MC_Cycle_Plan_Summary_vod__c |
Interactions_Goal_vod__c |
Interactions Goal |
Sum of all interaction goals based on the RecordType |
Number |
MC_Cycle_Plan_Summary_vod__c |
Last_Calculated_vod__c |
Last Calculated |
Date and time the Cycle Plan was last calculated. |
DateTime |
MC_Cycle_Plan_Summary_vod__c |
Percent_All_Goals_vod__c |
% of All Goals |
Percent that the distinct channel or product represents of all goals for all channels or products (depending on the RecordType). All goals add up to 100% when activity goals are used. If no goals used this value will be blank. |
Number |
MC_Cycle_Plan_Summary_vod__c |
Product_vod__c |
Product |
Product that the Summary record may be related to. |
Lookup |
MC_Cycle_Plan_Summary_vod__c |
Summary_For_vod__c |
Summary For |
Channel Label or Product Name that is being summarized. |
Text |
MC_Cycle_Plan_Summary_vod__c |
Veeva_External_Id_vod__c |
Veeva External ID |
System set external id field. |
Text |
MC_Cycle_Plan_Target_vod__c |
Channel_Attainment_vod__c |
Channel Attainment |
Calculated percentage of the sum of channel activity interactions earned over the sum of channel activity interactions goal. |
Percent |
MC_Cycle_Plan_Target_vod__c |
Channel_Interactions_Actual_vod__c |
Channel Interactions Actual |
Sum of all actual channel activity interactions. |
Number |
MC_Cycle_Plan_Target_vod__c |
Channel_Interactions_Earned_vod__c |
Channel Interactions Earned |
If the sum of Channel Interactions Earned from the respective Channel records is greater than Channel Interactions Max, value will be Channel Interactions Max, otherwise the sum of Channel Interactions Earned from the respective Channel records. |
Number |
MC_Cycle_Plan_Target_vod__c |
Channel_Interactions_Goal_vod__c |
Channel Interactions Goal |
Target's total interaction goal for all channel activities. |
Number |
MC_Cycle_Plan_Target_vod__c |
Channel_Interactions_Max_vod__c |
Channel Interactions Max |
Maximum number of interactions a user can earn for a Target from all channel activities. This provides the ability to cap the interactions Earned for the Target as a whole (eg. cannot exceed 100% attainment). |
Number |
MC_Cycle_Plan_Target_vod__c |
Channel_Interactions_Remaining_vod__c |
Channel Interactions Remaining |
Channel interactions Goal minus Channel interactions Earned. Value is blank if no Goals were provided. |
Number |
MC_Cycle_Plan_Target_vod__c |
Channel_Status_vod__c |
Channel Status |
Comparing the Target's Channel Attainment and the % Cycle Completed. |
Picklist |
MC_Cycle_Plan_Target_vod__c |
Cycle_Plan_vod__c |
Cycle Plan |
Cycle Plan that the Target is related to |
MasterDetail |
MC_Cycle_Plan_Target_vod__c |
External_Id_vod__c |
External ID |
External ID for data loading. |
Text |
MC_Cycle_Plan_Target_vod__c |
Last_Calculated_vod__c |
Last Calculated |
Date and time the Cycle Plan was last calculated. |
DateTime |
MC_Cycle_Plan_Target_vod__c |
Product_Attainment_vod__c |
Product Attainment |
Calculated percentage of the sum of product activity interactions earned over the sum of product activity interactions goal. |
Percent |
MC_Cycle_Plan_Target_vod__c |
Product_Interactions_Earned_vod__c |
Product Interactions Earned |
Sum of all Product interactions Earned for all product activities |
Number |
MC_Cycle_Plan_Target_vod__c |
Product_Interactions_Goal_vod__c |
Product Interactions Goal |
Target's total interaction goal for all product activities. |
Number |
MC_Cycle_Plan_Target_vod__c |
Product_Status_vod__c |
Product Status |
Comparing the Target's Product Attainment and the % Cycle Completed. |
Picklist |
MC_Cycle_Plan_Target_vod__c |
Status_vod__c |
Status |
Indicates the status of the Cycle Plan Target record. |
Picklist |
MC_Cycle_Plan_Target_vod__c |
Target_vod__c |
Target |
Target Account that is related to the Cycle Plan |
Lookup |
MC_Cycle_Plan_Target_vod__c |
VExternal_Id_vod__c |
Veeva External ID |
System set to prevent duplicate Targets on a Cycle Plan. Value will be Cycle Plan.Id + __ + Account.Id + __ + Status_vod__c |
Text |
MC_Cycle_Plan_vod__c |
Channel_Interaction_Attainment_vod__c |
Channel Interaction Attainment |
Calculated percentage of Channel Interactions Earned / Channel Interactions Goal |
Percent |
MC_Cycle_Plan_vod__c |
Channel_Interaction_Status_vod__c |
Channel Interaction Status |
Comparing the Cycle Plan's Channel Attainment and the % Cycle Completed. |
Picklist |
MC_Cycle_Plan_vod__c |
Channel_Interactions_Earned_vod__c |
Channel Interactions Earned |
Sum of all Target Channel Interactions Earned. |
Number |
MC_Cycle_Plan_vod__c |
Channel_Interactions_Goal_vod__c |
Channel Interactions Goal |
Sum of all Target Channel Interaction Goals. |
Number |
MC_Cycle_Plan_vod__c |
Cycle_vod__c |
Cycle |
Cycle that this Cycle Plan is associated with |
Lookup |
MC_Cycle_Plan_vod__c |
Days_Remaining_vod__c |
Days Remaining |
Days remaining in the Cycle Plan |
Number |
MC_Cycle_Plan_vod__c |
Days_Total_vod__c |
Days Total |
Total Days in the Cycle Plan |
Number |
MC_Cycle_Plan_vod__c |
Description_vod__c |
Description |
Brief description or comments of the Cycle Plan. |
LongTextArea |
MC_Cycle_Plan_vod__c |
End_Date_vod__c |
End Date |
End Date of the Cycle Plan |
Date |
MC_Cycle_Plan_vod__c |
External_Id_vod__c |
External ID |
External ID for data loading. |
Text |
MC_Cycle_Plan_vod__c |
Last_Calculated_vod__c |
Last Calculated |
Date and time the Cycle Plan was last calculated. |
DateTime |
MC_Cycle_Plan_vod__c |
Lock_vod__c |
Lock |
If true the entire MCCP will become read-only |
Check box |
MC_Cycle_Plan_vod__c |
Percent_Cycle_Completed_vod__c |
% Cycle Completed |
Indicates the amount of time as a percent that has elapsed from the Start Date the Cycle Plan. The value will not exceed 100%. |
Percent |
MC_Cycle_Plan_vod__c |
Product_Interaction_Attainment_vod__c |
Product Interaction Attainment |
Calculated percentage of Product Interactions Earned / Product Interactions Goal |
Percent |
MC_Cycle_Plan_vod__c |
Product_Interaction_Status_vod__c |
Product Interaction Status |
Comparing the Cycle Plan's Product Attainment and the % Cycle Completed. |
Picklist |
MC_Cycle_Plan_vod__c |
Product_Interactions_Earned_vod__c |
Product Interactions Earned |
Sum of all Target Product Interactions Earned. |
Number |
MC_Cycle_Plan_vod__c |
Product_Interactions_Goal_vod__c |
Product Interactions Goal |
Sum of all Target Product Interaction Goals. |
Number |
MC_Cycle_Plan_vod__c |
Start_Date_vod__c |
Start Date |
Start Date of the Cycle Plan |
Date |
MC_Cycle_Plan_vod__c |
Status_vod__c |
Status |
Indicates the Status of the Cycle Plan. |
Picklist |
MC_Cycle_Plan_vod__c |
Territory_vod__c |
Territory |
Territory for the Cycle Plan |
Text |
MC_Cycle_Plan_vod__c |
VExternal_Id_vod__c |
Veeva External ID |
System set to prevent duplicate Cycle Plans for a single Territory for a Cycle. Value = Cycle_vod__c + __ + Territory_vod |
Text |
MC_Cycle_Product_vod__c |
Channel_Label_vod__c |
Channel Label |
Channel Label from the Channel record. |
Text |
MC_Cycle_Product_vod__c |
Cycle_Channel_vod__c |
Channel |
The channel that the Product and/or Detail Group is related to. |
MasterDetail |
MC_Cycle_Product_vod__c |
Detail_Group_vod__c |
Detail Group |
Detail Product Group that the product is associated to. Product Type must equal Detail Group |
Lookup |
MC_Cycle_Product_vod__c |
External_Id_vod__c |
External ID |
External ID for data loading. |
Text |
MC_Cycle_Product_vod__c |
Product_vod__c |
Product |
Product that is associated to the channel. Product Type must equal Detail. |
Lookup |
MC_Cycle_Product_vod__c |
Product_Weight_vod__c |
Weight |
Value associated to the activities for this product / channel combination. |
Number |
MC_Cycle_Product_vod__c |
VExternal_Id_vod__c |
Veeva External ID |
System set to prevent duplicate products on a channel. Value will be Cycle Channel.Id + __ + Product.Id |
Text |
MC_Cycle_vod__c |
Description_vod__c |
Description |
Brief description of the Cycle. |
LongTextArea |
MC_Cycle_vod__c |
End_Date_vod__c |
End Date |
End date of the cycle. |
Date |
MC_Cycle_vod__c |
External_Id_vod__c |
External ID |
External ID for data loading. |
Text |
MC_Cycle_vod__c |
Over_Reached_Threshold_vod__c |
Over Reached Threshold |
Value used in determining Attainment Status. The attainment is compared to the Percent_Cycle_Completed_vod field, and if the attainment is more than (Percent_Cycle_Completed_vod + this value) then the Attainment Status is mapped to the OVER_REACHED Veeva Message. |
Number |
MC_Cycle_vod__c |
Start_Date_vod__c |
Start Date |
Start date of the cycle. |
Date |
MC_Cycle_vod__c |
Status_vod__c |
Status |
Indicates the Status of the Cycle. |
Picklist |
MC_Cycle_vod__c |
Under_Reached_Threshold_vod__c |
Under Reached Threshold |
Value used in determining Attainment Status. The attainment is compared to the Percent_Cycle_Completed_vod field, and if the attainment is less than (Percent_Cycle_Completed_vod - this value) then the Attainment Status is mapped to the UNDER_REACHED Veeva Message. |
Number |
Medical_Event_vod__c |
Alternate_Name_vod__c |
Alternate Name |
Alternate name of one medical event used in iRep to show an alpha-bar. |
Text |
Multichannel_Activity_Line_vod__c |
CLM_Presentation_vod__c |
CLM Presentation |
Specifies the CLM Presentation that the Key Message is a part of |
Lookup |
Multichannel_Activity_Line_vod__c |
Entity_Reference_KM_ID_vod__c |
Entity Reference KM ID |
For Internal Use Only. Utilized to maintain relationship to Key Message during sync. |
Text |
Multichannel_Activity_Line_vod__c |
Key_Message_Version_vod__c |
Key Message Version |
Version of the Key Message |
Text |
Multichannel_Activity_Line_vod__c |
Mobile_ID_vod__c |
Mobile ID |
System field used by mobile products. |
Text |
Multichannel_Activity_Line_vod__c |
Reaction_vod__c |
Reaction |
Picklist of reaction to the message. |
Picklist |
Multichannel_Activity_Line_vod__c |
Segment_vod__c |
Segment |
Holds the segment of the Account to which this Call Key Message was delivered |
Text |
Multichannel_Activity_vod__c |
CLM_Location_Latitude_vod__c |
CLM Location Latitude |
Stores the latitude coordinate of the location where the key message is shown |
Number |
Multichannel_Activity_vod__c |
CLM_Location_Longitude_vod__c |
CLM Location Longitude |
Stores the longitude coordinate of the location where the key message is shown |
Number |
Multichannel_Activity_vod__c |
CLM_Location_Services_Status_vod__c |
CLM Location Services Status |
Indicates the state of location services at the time the key messages is shown |
Picklist |
Multichannel_Activity_vod__c |
Media_Preview_vod__c |
Media Preview |
Specifies that the content was viewed from Media Preview |
Check box |
Multichannel_Activity_vod__c |
Mobile_ID_vod__c |
Mobile ID |
System field used by mobile products. |
Text |
Multichannel_Activity_vod__c |
Training_vod__c |
Training |
Specifies that the content was viewed during training |
Check box |
Multichannel_Content_vod__c |
Display_Order_vod__c |
Display Order |
Indicates the display order of the presentation when listed with other presentations |
Number |
Multichannel_Settings_vod__c |
CLM_EXPLICIT_OPT_IN_vod__c |
CLM Explicit Opt In |
Determines NULL behavior of Account.CLM_Opt_Type_vod attribute. If FALSE, then CLM consent will be Implicitly Opt-In. When TRUE, this assumes that all accounts are Opted Out by default, and must be Explicitly Opted-In to receive email |
Check box |
Multichannel_Settings_vod__c |
CLM_OPT_OUT_BEHAVIOR_vod__c |
CLM No Consent Behavior |
Determines tracking behavior when the proper consent is not available when CLM Media is displayed to an Account. 0 or NULL = No Tracking, 1 = Track anonymously to Multichannel Activity |
Number |
Multichannel_Settings_vod__c |
COBROWSE_DEFAULT_RECORD_TYPE_vod__c |
CoBrowse Default Call RecordType |
Stores the default record type name to be used when starting a CoBrowse session from the Account Detail page |
Text |
Multichannel_Settings_vod__c |
CYCLE_PLAN_TARGET_MERGE_vod__c |
Cycle Plan Target Merge |
Toggles deletion of cycle plan targets of the losing Account during an Account merge. A value of 0 indicates it will maintain current behavior. A value of 1 means the cycle plan target of the account merge loser will be deleted by the merge |
Number |
Multichannel_Settings_vod__c |
TRACK_CLM_MEDIA_PREVIEW_vod__c |
Track CLM Media Preview |
Setting to configure CLM Tracking from Media Preview when no Account is selected |
Number |
Order_vod__c |
Delivery_Location_vod__c |
Delivery Location |
Used for selecting a Delivery Location for the Order from the Account Partner object. |
Lookup |
Order_vod__c |
Delivery_Rank_vod__c |
Delivery Rank |
Sorting value that represents the delivery rank in line split scenarios. Automatically populated on Delivery Orders. |
Text |
Order_vod__c |
Payer_vod__c |
Payer |
Used for selecting a Payer for the Order from the Account Partner object. |
Lookup |
Order_vod__c |
Wholesaler_Account_Partner_vod__c |
Wholesaler Partner |
Used for selecting a Wholesaler for the Order from the Account Partner object. |
Lookup |
Order_vod__c |
Wholesaler_Priority_vod__c |
Wholesaler Priority |
Helper field to store the list and priority of wholesalers in an Order. Each wholesaler and priority must be separated by double semi-colon and ordered in priority from left to right |
Text |
Order_vod__c |
zvod_Delivery_Wholesaler_vod__c |
zvod Delivery Wholesaler |
Marker field to enable line split per wholesaler Order header and Order lines. Pulls wholesaler information from the Account Partner object. |
Check box |
Order_vod__c |
zvod_Payer_vod__c |
Payer |
If placed on the Order page layout together with Payer_vod field, user can enter a Payer for that delivery order. |
Check box |
Order_vod__c |
zvod_Wholesaler_Priority_vod__c |
zvod Wholesaler Priority |
Marker field to define the priority ranking of each wholesaler on the Order Header |
Check box |
Preferences_vod__c |
Last_Scheduler_Bookmark_vod__c |
Last Scheduler Bookmark |
Stores the last bookmark used in the call scheduler. |
Lookup |
Product_vod__c |
Inventory_Monitoring_vod__c |
Inventory Monitoring |
Specifies whether Inventory Monitoring capture is allowed on the product. |
Check box |
Sent_Email_vod__c |
Call2_vod__c |
Call |
Lookup to Call record that initiated the Approved Email |
Lookup |
Sent_Email_vod__c |
Medical_Inquiry_vod__c |
Medical Inquiry |
Medical Inquiry record that the email is related to |
Lookup |
Sent_Email_vod__c |
Parent_Email_vod__c |
Parent Email |
If group email functionality is enabled this will provide a link to the parent email record. |
Lookup |
Sent_Email_vod__c |
Related_Transaction_ID_vod__c |
Related Transaction ID |
Stores the Mobile ID or the SFDC ID of the transaction that initiated the Sent Email |
Text |
Survey_Target_vod__c |
Account_Types_vod__c |
Account Types |
The types of accounts that can be included in this survey. |
LongTextArea |
Survey_Target_vod__c |
Territories_vod__c |
Included user territories: |
Allows selection of multiple territories when creating a survey. When publishing a survey, only users in these territories will be selected for target assignment. On open surveys, only users within these territories will be able to select their own targets. |
LongTextArea |
Survey_Target_vod__c |
User_vod__c |
User |
Used for User Surveys to identify the targeted employee for the survey. |
Lookup |
Survey_vod__c |
Account_Types_vod__c |
Account Types |
The types of accounts that can be included in this survey. |
LongTextArea |
Survey_vod__c |
Autotarget_vod__c |
Automatically create target records |
If checked, targets will automatically be created based on the selected territories and products. Supports the Territories_vod long text area field (not the Territory_vod text field). |
Check box |
Survey_vod__c |
Territories_vod__c |
Included user territories: |
Allows selection of multiple territories when creating a survey. When publishing a survey, only users in these territories will be selected for target assignment. On open surveys, only users within these territories will be able to select their own targets. |
LongTextArea |
Territory |
Master_Align_Id_vod__c |
Master Align Id |
Globally unique identifier for this object. This Id is managed by Align |
Text |
User |
Clear_Client_Sync_Errors_vod__c |
Clear Client Sync Errors |
Clear sync errors on the client device. This will cause objects with errors to stop retrying to upload. |
Check box |
User |
MCCP_Admin_vod__c |
MCCP Admin |
Indicates that the User will be able to edit locked Multichannel Cycle Plans. |
Check box |
Veeva_Settings_vod__c |
ACTIVITY_SYNC_PROCESS_LIFE_TIME_vod__c |
ACTIVITY_SYNC_PROCESS_LIFE_TIME |
Controls the number of days before the activity sync process to be stop. |
Number |
Veeva_Settings_vod__c |
IM_CONTINUOUS_MONITORING_vod__c |
Continuous Inventory Monitoring |
Enables copy of values from last submitted Inventory Monitoring record: 0= disabled, 1 = copies values from last submitted IM. |
Number |
Veeva_Settings_vod__c |
Number_Delivery_Dates_vod__c |
Number Delivery Dates |
Number, range from 2 to 12, Defines how many delivery dates the user can add to the order. |
Number |
Veeva_Settings_vod__c |
OM_DELIVERY_SPLIT_MODE_vod__c |
OM Delivery Split Mode |
0=disabled (default) |
Number |
Veeva_Settings_vod__c |
ORDER_SUBMIT_MODE_vod__c |
Order Submit Mode |
Enables Submit before Save on Orders. 0 = no change, 1 = allows Submit order before saving |
Number |
Veeva_Settings_vod__c |
RECIPIENT_SPECIFIC_FIELDS_vod__c |
Recipient Specific Field |
List of fields that when on the pagelayout are available as recipient specific fields. |
Text |
Validation Impacting Defect Fixes
Platform |
Key |
Summary |
Component |
---|---|---|---|
iPad | CRM - 53716 | After swapping signee and adding a signature, an error occurred. | Call Sampling |
iPad | CRM - 54869 | The group call attendee sampling list does not update when the business account’s address is changed on the Call Report. | Call Sampling |
Online | CRM - 57208 | Performance issue after editing and resubmitting Calls with BRCs. | Call Sampling |
Online | CRM - 55337 | Sample Order Transactions were being duplicated the first time a Call was updated. Subsequent edits to the Call did not cause duplication. | Call Sampling |
iPad | CRM - 55054 | Signatures were not being captured correctly in Chinese. | Call Sampling |
iPad | CRM - 55537 | The DEA information did not display after Call submission. | Call Sampling |
Online | CRM - 55619 | The radio button was not displaying to indicate who received samples after a group call was submitted. | Call Sampling |
iPad | CRM - 53467 | When adding Samples only one product displays despite being aligned to multiple products. | Call Sampling |
Windows 8 | CRM - 53167 | A single user was missing Samples from Calls after a Sync. | Call Sampling |
iPad | CRM - 50811 | An error occurred after deleting an Attendee from a Call. | Call Sampling |
Online | CRM - 58092 | An error occurred when entering quantities for Sample Transactions. | Sample Management |
Online | CRM - 56647 | Count_vod was Null instead of 0 (zero) when submitting Sample Inventories. | Sample Management |
Online | CRM - 55848 | Changing the Locale affected the Sample Inventory Item Quanity value. | Sample Management |