Getting Started
Setting Up Veeva CRM
Understanding Field Names, Labels, and Types Standard Fields
Veeva CRM Standard Fields
Veeva CRM Marker Fields
Custom Fields
Setting up a CRM Sandbox Org
Configurable Lookup Filters and Layouts
Data Loading in CRM
Veeva Messages
Managing the Veeva CRM Cache
Process Scheduler
Personal Data and Data Privacy
Veeva Custom Settings
Section Signals
Administrative Do's and Don'ts
Security in Veeva CRM
Authentication Overview
Delegated Authentication in CRM for iPad
Delegated Authentication for Veeva CRM via MDM
OAuth 2.0 Authentication for Veeva CRM
Enabling OAuth 2.0 Authentication for Veeva CRM Online
Deploying Veeva CRM on iOS with OAuth 2.0 Support (MDM/MAM)
Touch ID and Face ID Authentication
Mobile Device Setup
Using Autosync
Non-Blocking Sync
Using Incremental Sync
Using the Sync Widget
Managing Sync Settings
Performing a Database Refresh
Using VMobile Object Configurations
Tracking Sync Activity
Handling Sync Errors
CRM for iOS
Installing CRM via the App Store
Managing Veeva CRM Installations with Mobile Device Management (MDM)
Signing In with MFA and Custom Domain
Signing into the iOS Application
Using the Embedded Web Browser
Using the Go Online Button
Saving Passwords to iOS Keychain
Managing Push Notifications
Generating Push Notification Certificates
CRM Mobile Application Home Page
Managing Tab Visibility and Display Order
Uploading Documents, Attachments, and Salesforce Files
Managing Documents and Attachments Offline
Offline Validation Rules
Displaying Time Zones
Syncing Metadata Between Vault and CRM
Child Accounts in Veeva CRM
User Interface Enhancements
Sunrise Bar
Secondary Navigation Bar
Page Level Notifications
Updating Veeva CRM on Windows Desktop
Supported Salesforce Functionality
Using Salesforce Files in Veeva CRM with Lightning
Attaching Salesforce Files on Mobile Devices
Lightning Business Apps
Lightning for Medical Inquiry
Salesforce Help Guide
SFDC Shield
SFDC My Domain
SFDC Settings
Core CRM
Core Accounts
Initial Configuration
Accounts Users and Roles
Accounts Components
Configuring Accounts
Default Functionality
Record Types in Accounts
Disabling the Create Button for Accounts
Displaying the Primary Parent with a Business or Person Account's Name
Working with Territory Fields
Viewing the Account Timeline
Account Overview Panels
Searching for Accounts
Improved Account Picker
Improved Account Picker for Call Attendees
Using the Account Details Screen
Referencing Office Best Times for Accounts
Global Account Browse
Using Addresses in Accounts
Working with Child Accounts
Displaying Account Maps
Account Deep Linking
Displaying the Multichannel Calendar
Veeva ID
Advanced Functionality
Stamping Country Information for Account and User
Formatting HCP Display Names
Displaying Additional Sphere of Influence Fields
Displaying an Affiliation Count in Sphere of Influence
Using Bookmarks for Account Filters in Sphere of Influence
Dynamic Attributes for Accounts
Merging Duplicate Account or Contact-Related Records
Retaining GPS Coordinates When Modifying an Address
Geocoding Missing Address Coordinates
Enabling Address Inheritance Support
Adding the Business Professional Entity Record Type
Global Account Search
Redirecting the New Account Button to Global Account Search
Decoupled DCR Support for the GAS New Account Button
Decoupled Unverified Records
Customized Columns and Preview Pane
Decoupled Data Change Requests
Displaying the Formulary Matrix
Prescriber Level Formulary
Stakeholder Navigator
Managing Affiliations in Stakeholder Navigator
Customizing Account Fields in Stakeholder Navigator
Cross-Hierarchy Affiliations in Stakeholder Navigator
Displaying Child Accounts for an Account Hierarchy
Viewing Multichannel Activities on the Account Timeline
Displaying Calls Related Lists for Accounts
Enabling MyInsights Custom Account Visualizations
Integrating Veeva Link with a MyInsights Account Page
Displaying Aggregate Spend Icons
Veeva CRM Campaigns
Patient Journey
Customer Journey Data Model
Account Wizards
Default Functionality
New Account Wizard
Parent Account Wizard
New Record Type Wizard
Duplicate Record Checking in Account Wizards
Auto-Creating Affiliations in Account Wizards
Advanced Functionality
Previewing an Account During Creation
Account Hierarchy in Account Wizards
Using Custom Account Record Types with the New Record Type Wizard
Capturing State License Information in Account Wizards
My Accounts
Default Functionality
Creating Accounts and Related Data
Using the Account Details Screen
Account Lists and Views
Visibility of Accounts and Territories
Scheduling a Call in My Accounts
Sticky Sort Order for My Accounts
Account Filter Recall
Regional Manager Governors in My Accounts
My Accounts Alphabar on iPad
Lightning for My Accounts
Child Accounts in Lightning for My Accounts
Advanced Functionality
Managing Dynamic Attributes in My Accounts
Displaying the Engage Profile Indicator on Accounts
Configuring the My Accounts Display
Moving Between Account Lists and Account Views
Identifying Accounts with Account Identifier or Account Name Expansion
Account Planning and Execution
Default Functionality
Account Plans
Advanced Functionality
Account Plan Sharing
Account Plan Notes
Apply Product Plan Button
Calculating Account Plan Progress Using the Account Plan Hierarchy
Supporting Custom Objects in the Account Plan Hierarchy
Managing Call Objectives in Plan Tactics
Product Plans
Product Tactics and Strategies
Using the Apply Product Plan Function
Account Hierarchy Overlay
Account Plan Sharing Using the Account Plan Hierarchy
Account Plan Deep Cloning
Account-Based Selling
Account Tactics
Plan Tactics
Using Action Items for KAMs
Setting the Default MyInsights Account Profile
Working with Multiple SWOT and Goal Records
Exporting Account Plans to PowerPoint
Timeline View
Default Functionality
Using the Timeline View
Advanced Functionality
Setting the Timeline as the Default View for an Account
Default Account Profile
Timeline FiItering
Multichannel Activities on the Account Timeline
Using Thumbnails in the Timeline View
Displaying the Suggestion Insights Overview Panel
Reviewing Sent Emails in the Account Timeline
Preventing Email Activity from Displaying on the Timeline
Creating Medical Inquiries from the Account Profile View
Clinical Trial and Publication Details on the Account Timeline
Initial Configuration
Suggestions Users and Roles
Suggestions Components
Suggestions Initial Configuration
Default Functionality
Home Page Tile
Account Profile Panels
Scheduling a Call from a Suggestion
Sending an Email from a Suggestion
Assigning a Call Objective to a Suggestion
Score and Sort Order
Assigning a Suggestion as an Insight
Expiration Dates for Suggestions
Displaying the Feedback Dialog
Advanced Functionality
Associating a Driver with a Suggestion
Suggestion Surveys
Dismissing a Suggestion
Marking a Suggestion as Complete
Suggestions Preferences
Territory Management
Components of Territory Management
Territory Management Best Practices
Aligning Accounts to Territories
Zip-to-Terr Alignment
Brick-based Alignments
Using the Account Territory Loader
Testing and Implementing Alignments
Removing Accounts from Territories
Aligning Territories via External Systems
Tracking Manual Territory Alignment History
Sphere of Influence
Managing Account Hierarchies
Accounts Platforms
Initial Configuration for Product Catalog
Users and Roles for Product Catalog
Product Catalog Components
Configuring the Product Catalog
Default Functionality for the Product Catalog
Creating Products in the Product Catalog
Using the My Setup Page
Aligning Promotional Items and BRCs by User
Customizing Product Sort Order
Advanced Functionality for Products
Using the Product Identifier to Search
Using Detail Groups and Detail Topics
Using Product Groups for Order Management
Using Product Groups for Inventory Monitoring
Grouping Products to Support Indication-, Molecule-, and Species-Based Sales Orgs
Product Metrics for Account Profiles
Creating Product-Specific Metric Configurations
Using Product Metrics with Detail Groups and Detail Topics
Product Metrics for Child Accounts
Products Platforms
Call Planning
Initial Configuration for Call Planning
Users and Roles in Call Planning
Components of Call Planning
Configuring Call Planning
Lightning for My Schedule
Default Functionality for Call Planning
Scheduling Calls and Activities
Viewing and Searching Accounts in My Schedule
Filtering Accounts in My Schedule
Viewing Account Identifiers and Addresses in My Schedule
Scheduling Calls
Scheduling Calls in Agenda or Day View
Scheduling Calls in Week View
Scheduling Calls in Scheduler View
Scheduling Calls in Month View
Referencing Office Best Times for Accounts
Scheduling Calls with Office Best Times
Creating Calendar Entries in My Schedule
Managing Scheduled Calls and Activities
Managing Calls and Calendar Entries in My Schedule
Managing Calls and Activities in Agenda or Day View
Managing Calls and Activities in Week View
Managing Calls in Scheduler View
Managing Calls and Activities in Month View
Managing Calls in the Salesforce Calendar
Color Coding Planned Calls in My Schedule
Viewing Users' Calendars with Manager View
Sending Addresses to Maps
Advanced Functionality for Call Planning
Scheduling Calls and Activities
Using the Business Calendar
Creating Custom My Schedule Filters
Using Classic Cycle Plans in My Schedule
MCCP Filtering in My Schedule
Bookmarking Filters in My Schedule
Setting Bookmarks in Classic Cycle Plans
Viewing Custom Information with Display-By
Displaying Account Hierarchies in My Schedule
Enabling My Schedule Map View
Managing Call Cycles
Managing Call Cycles for Child Accounts
Displaying Office Best Times for Child Accounts
Displaying Call Conflict Warnings
Creating Unavailable Time Slots in My Schedule
Creating Time Off Territory in My Schedule
Creating Unavailable Time Slots from Time Off Territory
Preventing Duplicate Time Off Territory Entries
Including Weekend Days in Time Off Territory
Displaying Warnings for Weekend Time Off Territory
Managing Scheduled Calls and Activities
Enabling Call Booking Support
Sharing Calendars
Viewing External Calendars in My Schedule
Viewing Apple Calendars in My Schedule
Associating Saved CLM Activity with Accounts in My Schedule
Displaying Events in My Schedule
Displaying Events in My Schedule for Event Team Members
Viewing Attendee Count and Details in My Schedule
Call Planning Platforms
Call Reporting
Initial Configuration
Components of Call Reporting
Configuring Call Reporting
Default Functionality
Scheduling and Planning a Call
Call Report Entry Points
Call Categories
Executing a Call
Populating the Call Header
Selecting a Call Channel
Selecting a Call Address
Adding a New Address
Selecting a Territory
Selecting a Call Datetime
Capturing Call Activities
Adding Call Attendees
Detailing Products on the Call Report
Capturing Product Discussions on the Call Report
Using Key Messages on the Call Report
Adding Post Call Information
Recording Expenses on the Call Report
Attaching Files to a Call Report
Using the More Actions Button
Saving a Call Report
Submitting a Call
Submitting a Call Report
Unlocking Submitted Calls
Advanced Functionality
Scheduling and Planning a Call
Additional Call Entry Points
Viewing Custom Fields in the Cycle Plan Target Popup
Displaying Product Priority
Executing a Call
Populating the Call Header
Standard Metrics Call Channel
Selecting a Call Channel
Auto-Populating the Call Channel
Restricting Call Channels
Selecting the Call Report Record Type
Selecting the Call Location
Capturing GPS Coordinates on the Call Report
Requiring Users to Select a Call Address
Call Address Dependency
Maintaining Separate Call and Signature Datetimes
Capturing the Call Date Only
Capturing Call Activities
High Performance Call Report
Call Reporting with Child Accounts
Call Reporting with Events
Stamping Suggestion Title and Reason on the Call Report
Displaying MyInsights Content on the Call Report
Displaying Additional Information on the Call Report
Using Action Items on the Call Report
Capturing Unique Information for Group Call Attendees
Displaying Cycle Plan Products on the Call Report
Customizing Product Discussions on the Call Report
Deselecting CLM Product Details on the Call Report
Requiring Medical Discussions on the Call Report
Customizing Key Messages
Targeting Key Messages to Accounts
Capturing Signatures on the Call Report
Capturing Electronic Signatures for Sampling
Capturing Signatures for Calls Without Samples
Swapping the Signee
Stamping the Signature Location on the Call Report
Viewing Captured Signatures
Customizing the Signature Page
Modifying the Signature Disclaimer
Displaying Country-Specific Disclaimers
Displaying HCP Information on the Signature Page
Displaying a Marketing Banner
Viewing Survey Targets on the Call Report
Using Pre-Call Notes and Next Call Notes
Adding Post Call Information
Recording Call Expenses in Multiple Currencies
Attaching Expense Receipts for Call Reporting with SAP Concur
Creating Follow-up Activities on the Call Report
Restricting Calls and Products
Restricting Calls by Account
Restricting Calls by Account Record Type
Restricting Products by Account
Displaying Product Restrictions on the Account Overview Page
Defining Allowed Products
Displaying Allowed Products on the Account Overview Page
Submitting a Call
Limiting Call Backdating
Limiting Past Call Submission
Hiding the Submit Button Online
Deleting or Archiving Calls
Call Reporting Platforms
Call Sampling
Initial Configuration
Users and Roles in Call Sampling
Components of Call Sampling
Configuring Call Sampling
Configuring Products for Call Sampling
Configuring Sample Requests (BRCs) for Users
Default Functionality
Recording Sample Disbursements
Selecting Products
Selecting Sample Recipients on Group Calls
Creating Sample Requests/BRCs
Saving a Call with Samples
Capturing Signatures for Sampling
Capturing Electronic Signatures for Sampling
Capturing Remote Signatures for Sampling Using Share Link
Paper-Based Sampling
Validating Samples on Signature Capture
Submitting a Call with Samples
Submitting a Call with Samples
Canceling Sample Requests/BRCs
Advanced Functionality
Recording Sample Disbursements
Using Barcodes to Record Call Samples
Adding Multiple Products to the Call Report
Sampling with Specific Regulatory Requirements
Controlled Substance Sampling
Enabling Controlled Substance Sampling
Capturing and Validating CDS License Information
Restricting Sampling by Account Credentials and State
Restricting Controlled Substance Delivery by State
Removing ASSMCA License Validation
Sampling with Mid-level Practitioners
Sampling without License Restrictions
Sampling Non-PDMA Regulated Products
Cold Chain Sampling
Supporting State Distributor License Validation
Displaying the State Distributor License Status Indicator
Selecting an Address for State Distributor License Validation
Viewing Sample Limits on the Call Report
Displaying Sample Warning Indicators
Preventing Negative Sample Inventory
Shipping Sample Requests/BRCs
Shipping Sample Requests (BRCs) to Business Locations
Restricting Sample Send Addresses
Capturing Acknowledgement of Content
Customizing Call Sampling with Section Signals
Capturing Custom Text
Capturing Signatures for Sampling
Capturing a Signature for Sample Opt-In
Capturing Remote Signatures for Sampling in Engage Meeting
Submitting a Call with Samples
Creating Sample Transactions on Save vs. Submit
Creating Sample Transactions on Sign Save
Creating Sample Transactions on Save
Generating Printable Sample Receipts
Call Sampling Platforms
Call Objectives
Using Call Objectives
Call Objective Types
Recording Calls from a Call Objective
Display Order for Call Objectives
Displaying Call Objective Messages
Prerequisite Call Objectives
Business Events
Call Objectives Platforms
Sample Management
Initial Configuration
Users and Roles in Sample Management
Components of Sample Management
Configuring Sample Management
Default Functionality
Managing Sample-Related Data
Creating Records for Sample Management
Managing Picklist and Field Values for Sampling
Managing HCP License Information
Recording Sample Transactions
Transferring Sample Lots To Users
Confirming Product Receipt
Transferring Products
Creating Product Adjustments
Disbursing Products with Call Sampling
Returning Products
Managing Sample Inventory
Capturing Inventories
Capturing Inventories for Other Users
Activating and Deactivating Sample Lots
Requesting Sample Lots
Supporting Sample Audits
Maintaining Sample Data Integrity
Unlocking Submitted Sample Transaction and Inventory Records
Advanced Functionality
Managing Sample-Related Data
Managing Non-Sample Products
Grouping Sample Products
Recording Sample Transactions
Grouping Sample Receipts
Requiring Users to Manually Confirm Sample Quantities
Multi-Line Transactions
Capturing Custom Text
Supporting State Distributor License Validation
Displaying the State Distributor License Status Indicator
Selecting an Address for State Distributor License Validation
Cold Chain Sampling
Capturing Acknowledgement of Content
Printing Acknowledgement of Content Receipts
Generating Package Labels for Sample Transfers and Returns
Managing Sample Inventory
Inventory Ordering
Displaying the Negative Sample Warning Indicator
Printing Inventory Worksheets
Restricting Sampling
Requiring Sample Opt-In
Capturing Remote Signatures for Sample Opt-In
Creating Sample and Product Limits
Using Sample Limit Templates
Viewing Sample Limits on the Call Report
Supporting Sample Audits
Enabling Sample Audits
Sample Management Platforms
Approved Notes
Initial Configuration
Users and Roles in Approved Notes
Components of Approved Notes
Configuring Approved Notes
Default Functionality
Creating Monitoring Rules
Creating Monitored Phrases
Using Monitored Text to Review Approved Notes Violations
Reviewing Approved Notes Monitoring Results
Using the Job History Table in Approved Notes
Advanced Functionality
Creating Country-Specific Approved Notes Rules
Using Product-Specific Monitoring Rules
Approved Notes Platforms
Order Management
Initial Configuration
Users and Roles in Order Management
Components of Order Management
Configuring Order Management
Default Functionality
Managing List Price Rules
Creating Orders
Mass Add Products for Offline Orders
Mass Entry Mode for Online Orders
Cloning Orders
Creating Orders from a CLM Presentation
Changing Order Line Column Widths
Advanced Functionality
Pricing Guide
Price Books
Linking Price Books to Wholesalers
Selecting Wholesaler Best Pricing/List Price
Best Price Logic
Final Net Price
Suggested Retail Price
Product Bundling for Pricing-bound Product Group Level Discounts
Product Kits
Bundle Packs
Enhanced Bundle Packs
Cross-Product Rebates
Discounting Orders Based on Inventory Monitoring
Brand and Product Group Discount Override Support
Pricing Rules
Brand Level Pricing Rules
Delivery Discount Pricing Rules
Delivery Period Rules
Discount Rules
Free Goods Rules
Percentage of Free Goods Rules
Limit Rules
Managing List Price Rules
Product Group Level Rules
Payment Terms Rules
Associating Pricing Rules to Accounts and Account Groups
Combining Pricing Rules
Pricing Rules with Product Kits
Chain Pricing Rules
Upselling Suggestions in Pricing Rules
Order Entry
Single Line Order Entry
Direct Quantity Order Entry
Creating Orders from High Performance Call Report
Saving Valid Lines with Mass Add Products
Order Line Delivery Splitting
Order Delivery Date Splitting
Manual Allocation of Free Goods
Multiple Recipients for Fulfillment Orders
Payers and Delivery Location
Custom Sort of Product Lists
Fixed Units of Measure on Order Lines
Order Assortments
Order Signature Capture
Printable Orders
Defaulting an Account Partner
Custom Product and Order Information
Order Rounding Modes
Order Campaign Support
Product Thumbnails
Order Management Product Views
Adding Recommended Order Quantities
Product-Bound Order Assortments
Transfer Orders
Selecting Wholesaler Priority
Using Mass Add Products with CLM
Navigation for Orders with CLM
Enforcing Order Review Using MyInsights
Viewing Inventory Monitoring Information in an Order
Order Pull-In Fields
Order Management Approvals
Payment Terms
Payment Terms per Delivery
Unlocking Orders
Order Soft Delete
Review and Analyze
Enforcing Order Review Using MyInsights
Using the Veeva-Provided Custom MyInsights Product Group Subtotals Page
Veeva CRM APIs
Order Management Platforms
Inventory Monitoring
Initial Configuration
Users and Roles in Inventory Monitoring
Inventory Monitoring Components
Configuring Inventory Monitoring
Default Functionality
Contract Products Mass Add Mode
Offline Mass Add Mode
Continuous Inventory Monitoring
Using the Inventory Monitoring History Tab
Advanced Functionality
Capture and Attach Photos for Inventory Monitoring
Inventory Monitoring Assortments
Linking Inventory Monitoring with Call Objectives
Inventory Monitoring Types Per Account
Photo Tagging for Inventory Monitoring
Using Planograms to Monitor Inventory
Inventory Monitoring Platforms
Contract Architecture
Contract Lifecycle
Contract Components
Configuring Contracts
Contract Templates
Creating Contracts from Call Objectives
Defining Valid Time Frames on Contract Lines
Capturing and Displaying Signatures on Contract Partner Records
Contract Batch Process
Contracts Platforms
Cycle Plans
Classic Cycle Plans
Initial Configuration for Classic Cycle Plans
Users and Roles in Classic Cycle Plans
Components of Classic Cycle Plans
Configuring Classic Cycle Plans
Default Functionality for Classic Cycle Plans
Data Loading a Classic Cycle Plan
Manually Creating a Classic Cycle Plan
Adding an Account List to a Cycle Plan
Displaying the Remaining Call Count for a Classic Cycle Plan
Monitoring Classic Cycle Plan Progress
Advanced Configuration for Classic Cycle Plans
Creating Account-Level Cycle Plans
Setting Bookmarks in Classic Cycle Plans
Activating Cycle Plan Batch Processes
Excluding Products from a Classic Cycle Plan
Real-Time Calculations for Classic Cycle Plans
Customizing Heading Labels for Cycle Plan Targets
Customizing Fields for Classic Cycle Plan Targets
Multichannel Cycle Plans
Initial Configuration for MCCP
Multichannel Cycle Plans Users and Roles
Components of Multichannel Cycle Plans
Configuring Multichannel Cycle Plans
Default Functionality for MCCP
Data Loading a Multichannel Cycle Plan
Manually Creating a Multichannel Cycle Plan
Using the Multichannel Cycle Plan Admin Console
Working with the MCCP Interface
Calculating Over Reached and Under Reached Thresholds for Cycles
Working with MCCP Status Fields
Navigating to Target Detail from My Plans
Supporting Detail Groups
Scheduling Calls for MCCP Targets
Detailing Priority on the MCCP Target
Displaying the Last Activity Date for Each Channel and Product
Indicating MCCP Goals by Priority in a Single Call Channel
Setting MCCP Goals for a Detail Group
Locking Multichannel Cycle Plans
Merging Accounts with MCCP Records
Advanced Configuration for MCCP
Capping Activity and Targets
Supporting MCCP Child Accounts
MCCP Filtering by Product-Specific Metrics
Editing MCCP Goals
Adding Team-Based Goals
Supporting Pull-In Fields for MCCP
Classic Cycle Plans Platforms
MCCP Platforms
Initial Configuration
Users and Roles in Surveys
Components of Surveys
Configuring Surveys
Default Functionality
Creating a Survey
Data Loading Surveys
Creating Survey Questions
Creating Questions for Individual Surveys
Using the Question Bank
Using Branching Survey Questions
Adding Segments to a Survey
Adding Survey Channels
Adding Survey Targets
Adding Assignment Rules to Surveys
Selecting Territories for Surveys
Publishing a Survey
Receiving Email Notification of a Published Survey
Unlocking and Republishing a Survey
Surveys Privacy Settings
Executing a Survey
Monitoring Survey Results
Linking Survey Targets to Calls
Advanced Functionality
Increasing the Number of Survey Questions
Supporting Currency Answers in Surveys
Supporting Child Accounts in Surveys
Creating Surveys for Internal Use
Surveys in Approved Email
Viewing Survey Targets on the Call Report
Surveys Platforms
Medical Inquiries
Medical Inquiries Initial Configuration
Components of a Medical Inquiry
Medical Inquiry Lifecycle
Medical Inquiries Veeva Settings
Configuring Medical Inquiries
Default Functionality for Medical Inquiries
Creating a Medical Inquiry
Customizing the Signature Page
Configuring Signature Audit
Modifying the Account Relationship
Medical Inquiry Fulfillment
Lightning for Medical Inquiry
Medical Inquiry Files
Advanced Functionality for Medical Inquiries
Configuring the Detail Page
Configuring Multiple Product Inquiries
Configuring Print Receipts
Configuring Call Creation from a Medical Inquiry
Sending Approved Emails from a Medical Inquiry
Viewing Medical Inquiries from Vault Medical
Medical Inquiry Fulfillment Response Method
Displaying Medical Inquiry Attachments