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:

http://www.veeva.com/support/

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

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)

Approved Email

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
1 = Feature Enabled

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
Enabled_vod - location services are turned on and the system is able to get the user's location
Disabled_vod - location services are turned off
No_connection_vod - no network connection

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)
1=enables the line split mode on the OM user interface from Affiliations
2=enables the line split mode on the OM user interface from Account Partners

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