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Veeva Partners: Technology Partner Certified Integrations

/hc/en-us/articles/7101909382683-Veeva-Partners-Technology-Partner-Certified-Integrations

2022-07-12 19:03:51 UTC
Veeva CRM Certified Integration Requirements::

An important aspect of both the Silver and Gold Certified partnership levels is a technical review and certification of the integrated solution(s). This review and certification process is required for acceptance as a Silver or Gold level partner.

Veeva Certified Integration Requirement

The review and certification process will take place in the form of a meeting or series of meetings between the partner’s integration team and Veeva Partner Product Management.

Partners will be expected to conduct an end-to-end demonstration of their solution.

Prerequisites to Certified Integration

The following requirements must be met as part of the integration certification process:
- Two employees trained on Veeva product(s) partner are integrating
- End-to-end demo of the solution
- Technical Review
- Support
- Documentation
- Two Customer References
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
End-User Guide: Start Working with PromoMats & MedComms

/hc/en-us/articles/6154978322715-End-User-Guide-Start-Working-with-PromoMats-MedComms

2022-07-27 16:45:21 UTC
Introduction:

The following article provides a grouping of related articles pertaining to a topic. The topic sections are collapsable/expandable by clicking the arrow to the left of the topic name.
Support Portal Login (Expand to see related articles)

The following information is related to Support Portal login queries.
PromoMats Login (Expand to see related articles)

The following information is related to PromoMats Login:
Delegate Access (Expand to see related articles)

The following articles cover the Delegate Access topic.
User Profiles (Expand to see related articles)

User Profile links:
Possible PromoMats Errors (Expand to see related articles)

The following information provides a list of known errors in PromoMats:
- Veeva Vault PromoMats Error Reference Guide - Work with your local administrator to troubleshoot and resolve the error.
Frequently Accessed Articles (Expand to see related articles)

The following information lists commonly used articles:
- Vault PromoMats Most Frequently Accessed Articles
- Vault PromoMats Most Reported Issues or Questions
View and Filters (Expand to see related articles)

The following list of articles provides with an overview of the filtering and searching features.
Tools and applications (Expand to see related articles)

The following information provides a list of tools, applications and browser.
Related Documentation:
- Vault Help for PromoMats
Troubleshooting Collaborative Authoring Issues Using Project Vault

/hc/en-us/articles/5510933186971-Troubleshooting-Collaborative-Authoring-Issues-Using-Project-Vault

2022-05-20 23:00:03 UTC
Introduction:

Collaborative Authoring in Project Vault

Project Vault is a stand-alone application provided by Veeva to customers engaged with active services work.

With Collaborative Authoring enabled, users who are in Project Vault are also added to the Veeva Office 365 tenant as guest users, able to take advantage of the collaborative authoring capabilities within Project Vault. The same Veeva security of Office 365 is applied to this specific tenant by the Veeva Technical Operations team.

With the 21R2 feature, users no longer require an invitation to the Collaborative Authoring tenant to begin using Collaborative Authoring - this now happens behind the scenes automatically. See Automate Guest Invites to Azure AD from Vault for more details.

Veeva End Users

Collaborative Authoring in Project Vault will recognize that a Veeva End User already has a license to Office 365. The Veeva End User is still created as a Guest in the new Office 365 tenant using the Veeva End User's @veeva.com email address. This email address is already Licensed to use Office 365; the invite is to use the additional Office 365 tenant specifically for Project Vault.

Customer End Users

Collaborative Authoring in Project Vault will use a Customer End User's email address when being created as a Guest in the new Office 365 tenant. This email address must be Licensed to use Office 365; the invite is to use the additional Office 365 tenant specifically for Project Vault.

If a Customer End User's organization does not have an Office 365 tenant with SharePoint and/or the Customer End Users do not have Office 365 Business licenses that include Office client applications (at least Office 365 Business or Office 365 ProPlus), they will not be able to use Collaborative Authoring.

Microsoft Support and Recovery Assistant

The usual fix for instances where the Desktop Microsoft Collaborative Authoring doesn’t work as expected is to purge credentials/ fix the registry. Microsoft has a Support and Recovery Assistant (SaRA) specifically for a scenario like this.

This is a Microsoft tool and is not supported by Veeva. Read more online here: About the Microsoft Support and Recovery Assistant.

Troubleshooting Tips:

This article gives troubleshooting tips for Collaborative Authoring using Project Vault.

Video:

Due to the shared collaborative nature of the system, authentication into Project Vault’s own tenant for Office 365 is necessary before collaborative authoring can be used. This means an organization may authenticate into Project Vault’s Office 365 in addition to any other Collaborative Authoring tenants currently in place.

Here are some common things to try if you are having trouble with Collaborative Authoring in Project Vault.

Stuck in a Sign-in Loop?:
1. Initiate an Edit in Microsoft Office action in Vault.
2. Close the popup dialog.
3. Click the ? icon in the blue Collaborative Authoring Banner.
4. Click Continue to open the document in the browser.
5. If an error is received, sign out and sign back in with the email associated with your Vault user profile.
6. Accept the invitation to join Veeva Systems.
7. Follow the steps to set up 2FA.
8. Return to Vault.
9. Initiate an Edit in Microsoft Office action in Vault.
10. Select Edit in Desktop Application.
CA is working in Browser but not in Desktop App:
- If you have permission to download applications on your computer, do the following:
  1. Navigate to https://aka.ms/SaRA-OfficeSignInScenario.
  2. Download and install the Microsoft Support and Recovery Assistance (SaRA) for Office Sign-in Scenarios.
  3. Follow the steps.
  4. Select No when prompted if Sign In was successful even if able to sign in when in the tool.
    - This forces the tool to purge your stored credentials.
  5. Once the tool completes, restart your machine.
  6. Initiate an Edit in Microsoft Office action in Vault.
  7. Select Edit in Desktop Application, if applicable.
- If you have limited permissions on your computer, contact your IT Department for further assistance.
How to Log into The Veeva CRM Desktop App When Using OAuth 2.0 or SAML For SSO?

/hc/en-us/articles/5323804620827-How-to-Log-into-The-Veeva-CRM-Desktop-App-When-Using-OAuth-2-0-or-SAML-For-SSO-

2022-08-02 17:02:56 UTC
Question:

How to log into the Veeva CRM Desktop App when the user is using OAuth 2.0 or SAML for SSO?

Answer:

Users that are using OAuth 2.0 or SAML for SSO to log in to the Veeva CRM Desktop need to use the Use Custom Domain option to log in. When opening the Desktop App or selecting the View Media Library button online in the View Media Library tab, select the Use Custom Domain option on the test.salesforce.com or login.salesforce.com page as shown in the screenshot below.

In Orgs where users are logging into the Desktop App using OAuth 2.0 or SAML, System Administrators must be sure the following configurations are in place:
- Confirm the custom domain of the environment.
  - This can be confirmed through Setup --> Company Settings --> My Domain --> Current My Domain URL (for example samp-test-1223--sam.my.salesforce.com).
  - Another way to confirm is to look at the URL when logged into the online CRM environment. Please see an example below:
    
    Please note, a URL that ends in lightning.force.com, as in the example samp-test-1223--sam.lightning.force.com, will redirect to the current My Domain URL (in this example, samp-test-1223--sam.my.salesforce.com).
- Confirm that the SSO login, Authentication Provider for OAuth 2.0, or SAML setup for SAML is added as an Authentication Service in My Domain.
  1. Access the My Domain Page (Setup --> Company Settings --> My Domain --> Current My Domain URL).
  2. Select Edit on the Authentication Configuration section.
  3. Add the names of the Authentication Provider for OAuth 2.0, or SAML configuration name for SAML.
  4. Save the Authentication Configuration.
- Another way to log in using the custom domain is to add a Connection:
  1. Select the Gear icon after opening the Veeva CRM Desktop app and select Add Connection.
  2. Populate the Host with the Org Domain (for example, samp-test-1223--sam.my.salesforce.com). Populate the Label with the desired label for the Connection.
  3. Save the Connection created.
  4. Ensure the Connection is selected and click Sign In.
  5. The Org Domain login page should pop up.
Related Documentation:

CRM Help Documentation: CRM Desktop (Windows)

Knowledge Article: How to Log in to the Windows Desktop App for Veeva CRM?

Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
How to Log in to the Windows Desktop App for Veeva CRM?

/hc/en-us/articles/5147121403035-How-to-Log-in-to-the-Windows-Desktop-App-for-Veeva-CRM-

2022-08-30 13:17:19 UTC
Question:

How to log in to the Windows Desktop app for Veeva CRM?

Answer:

The Veeva CRM Windows Desktop app is now available for download and can be used in both Sandbox and Production orgs.

The Desktop app is a dedicated and independent app enabling users to access their media libraries whenever they need. In addition, the user's content in the app is automatically updated when changes are made to content in the Org.

Users can install the Veeva CRM Desktop app for Windows using one of the following options:
- Select Veeva CRM Desktop Install from the Veeva CRM Desktop homepage component (if configured)
- Select Start Media from a call report online
- Select Start Meeting from an Engage Meeting call report online
- Install manually using Setup.exe
To log in to the Windows Desktop, follow these steps below.
1. Install and open the Windows Desktop App.
  
  Note: Users need to uninstall the previous CRM Desktop App or any previously downloaded Eval App versions in order to use this new Windows Desktop App
  .
2. Click the gear icon in the top right of the Sign In window.
3. Select Sandbox or Production as appropriate for the Org being logged into.
4. Click Sign In.
5. A Web browser window opens, with a standard Salesforce login window for logging into a Sandbox or Production Org based on the user's selection.
6. Users in Orgs where SSO is not set up or where users are using Delegated Authentication can log in directly with a username and password.
  
  For information on logging into Orgs that use OAuth 2.0 or SAML for SSO, please see the following Knowledge Base article: How to Log into The Veeva CRM Desktop App When Using OAuth 2.0 or SAML For SSO?
7. Once the user logs in, the Windows Desktop App connects to the Org and fetches presentations available to the signed-in user.
Note: the app prompts the user to Allow Access for Veeva CRM Apps, as shown here when:
1. It is the first time a user logs in to the Windows Desktop App
2. Any time after if the user has logged out of the App or the User's session is expired
Related Documentation:

CRM Help Documentation: CRM Desktop (Windows)

Knowledge Article: How to Log into The Veeva CRM Desktop App When Using OAuth 2.0 or SAML For SSO?

Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
Veeva Partners: Getting Started with Veeva CRM

/hc/en-us/articles/4408432578203-Veeva-Partners-Getting-Started-with-Veeva-CRM-

2022-07-12 18:48:59 UTC
Technology Partner Onboarding Guide

Product Training

All partners have access to Veeva Training provided through the Veeva Training Services team. Veeva Training Services will train and mentor partner staff to ensure they have the Veeva knowledge and skills to properly use, sustain, and evolve the partner deployed integration to meet customer business requirements. The training courses are all virtual live and led by an experienced Veeva instructor.

The training is accessible through the Veeva website and is included in partner program costs for two (2) partner employees annually. Additional employees may attend training at the stated course price. These two partner employees will be able be eligible to maintain their Veeva Training Certification as part of the Veeva Training Certification program.

The below diagram details the CRM product training courses that need to be taken to become a Veeva CRM Certified Administrator. These courses need to be taken in sequential order.

Note: At least two employees must complete the CRM Platform Configuration Track and obtain the Veeva CRM Certified Administrator designation as a prerequisite to being a Certified Technology Partner.
1. Navigate to the Training Services website to view the list of courses by date and time zone.
2. On the schedule page, choose the desired Time Zone by selecting the red + next to each course and click on Register. Courses must be taken in order. Consult the course chart below.
3. On the registration form, the user is prompted for the Training Order Form Number. This is provided in the Partner Onboarding email. If you do not have your order form number, please contact your partner Product Manager on the Alliances Team.
Veeva CRM Training: Configuration Track Courses

1) Veeva CRM Fundamentals Course

2) Veeva CRM Business Administrator Course

3) Veeva CRM Reports & Dashboard Course (on demand)

4) Veeva CRM Data Loading Course (on demand)

5) Veeva CRM System Administrator 1 Course

6) Veeva CRM System Administrator 2 Course

7) Veeva CRM Advanced Concepts Course

8) Veeva CRM Administrator Exam

9) Veeva Events Management Administrator *(recommended for Events partners)

Support Portal

To maximize partner ability to build and troubleshoot high-quality integrations, access to Veeva Support Portal is granted for up to four (4) users.

Veeva’s Support Portal gives you access to Veeva’s dedicated support team and portal for key product documentation and knowledge center.
- Veeva’s Support Team
- Veeva Knowledge Center
- Top Solutions by Veeva Product
Support Access

Login information for Veeva support is emailed directly to the employees nominated on your onboarding form.

Once you have set up your password you can go to https://support.veeva.com to sign in.

Please take a few minutes to review the support portal and familiarize yourself with the layout and self-service tools available online 24x.

Navigation Bar

Across the top of each page for quick access to any part of the portal.

Home Page

Main landing page after login
- Page Alerts – Display critical updates related to outages, product issues, support closures due to holidays etc.
- Search Bar – From here you can search for information by product or free text across the whole portal. Results will include knowledgebase, communities, and release notes.
- Product Documentation – Links to published documentation on all the Veeva products.
- Featured and News Articles – Product and news updates being featured through the support portal
Creating Support Tickets

Open new support tickets here. You can search tickets by product, request type, ticket status, date ranges, keywords, or ticket IDs. You can CC any member of your organization or your Veeva Product Alliances team on any ticket.

Knowledge

Product information organized by Veeva Product category.

Resources

Menu for direct access to a wealth of information covering product documentation, release notes, customer success webinars, and product status checks.

Community

Connect with other Veeva users across organizations. Create feature requests and post product questions directly to the community boards.

Logging a Support Ticket

To help support resolve your issues as quickly and efficiently as possible, it is recommended that all tickets include the following components in each case logged:
- Org ID: [18-character unique Salesforce environment identifier]
- Summary of Issue: [Describe the issue and desired behavior]
- Steps to Reproduce: [Complete steps to recreate the issue]
- Test User Credentials: [Used to reproduce the issue]
- Unit Tests Already Performed: [List any tests that were performed prior to logging the case]
- Permission to Change or Not Change Config: [Indicate if it is acceptable for support to make configuration updates in the Org for testing purposes]
- Screenshots/attachments of the issue
- Platform: [iPad, Online, WinModern, etc]
Documentation

Veeva’s comprehensive documentation library includes configuration steps for all our product features, release notes, important configuration notes, and complete documentation of Veeva APIs. Our documentation is fully searchable and conveniently organized by product and feature.

Veeva's CRM Documentation is located at https://crmhelp.veeva.com

API Documentation

Veeva CRM is built on the Salesforce Platform and uses standard Salesforce APIs. Find documentation for Salesforce APIs at https://developer.salesforce.com/docs/api-explorer.

Sandbox

A Sandbox containing the full Veeva CRM application was provisioned for your use. An Admin User was created per the login listed on the Onboarding form with credentials and access provided through email.

Please use this Admin User to create any additional user accounts you need in the Sandbox.

Access your sandbox at https://test.salesforce.com/

CRM for IPad

Download Instructions

Installation of CRM for iPad is a simple process done from the Veeva online home page. Veeva recommends iPads have broadband Internet access during the installation process. For a complete list of supported devices see CRM for iOS.
1. On the iPad navigate to test.salesforce.com and log in using your credentials.
2. Click the CRM for iPad Install link.
3. To install CRM for iPad, tap the Download and Install Veeva iRep link on the CRM for iPad installation page. A prompt will ask the user to confirm the installation of CRM for iPad. Tap Install and CRM for iPad will download to the iPad.
4. After installing Veeva CRM for iPad, first-time users must do the following:
  1. Launch the iPad Settings menu.
  2. Select General.
  3. Select Device Management.
  4. Select Veeva Systems developer. For some users, this may be your own company name.
  5. Select Trust.
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

What is the Location of a Vault Pod Using AWS?

/hc/en-us/articles/360002528593-What-is-the-Location-of-a-Vault-Pod-Using-AWS-

2022-05-05 14:24:08 UTC

Question:

What is the location of an AWS Pod?

Answer:

AWS PODs have an ID followed by two numbers (VV1-19, VV2-29, etc.). The first number indicates the region:

1 for the US
2 for Europe

3 for Asia-Pacific

POD	Type	Location
VV1-1	Limited Release	US – Oregon
VV1-2	General Release	US – Oregon
VV1-3	Limited Release	US – Virginia
VV1-4	General Release	US – Virginia
VV1-5	Limited Release	US – Virginia
VV1-6	Limited Release	US – Virginia
VV1-7	General Release	US – Virginia
VV1-8	General Release	US – Virginia
VV1-9	General Release	US – Virginia
VV1-11	General Release	US – Virginia
VV1-12	General Release	US – Virginia
VV1-13	General Release	US – Virginia
VV1-14	General Release	US – Virginia
VV1-15	Limited Release	US – Virginia
VV1-16	General Release	US – Virginia
VV1-18	General Release	US – Oregon
VV1-19	General Release	US – Oregon
VV1-20	Limited Release	US – Oregon
VV1-21	Limited Release	US – Oregon
VV1-23	Limited Release	US – Virginia
VV1-24	Limited Release	US – Virginia
VV1-25	General Release	US – Virginia
VV1-26	General Release	US – Oregon
VV1-38	General Release	US – Virginia
VV1-39	Limited Release	US – Oregon
VV1-40	Limited Release	US – Virginia
VV1-42	Limited Release	US – Virginia
VV1-43	General Release	US – Virginia
VV1-1045	General Release	US – Oregon
VV1-1046	General Release	US – Virginia
VV1-1049	General Release	US – Virginia
VV1-1052	General Release	US – Oregon
VV1-1053	Limited Release	US – Virginia
VV1-1054	General Release	US – Virginia
VV1-1055	General Release	US – Oregon
VV1-1058	General Release	US – Virginia
VV1-1061	Limited Release	US – Virginia
VV1-1062	General Release	US – Virginia
VV1-1065	General Release	US – Virginia
VV1-1066	General Release	US – Virginia
VV1-1067	General Release	US – Virginia
VV1-1068	General Release	US – Virginia
VV1-1069	General Release	US – Virginia
VV1-1071	Limited Release	US – Virginia
VV1-1073	General Release	US – Virginia
VV1-1074	General Release	US – Oregon
VV1-1076	General Release	US – Virginia
VV1-1077	General Release	US – Virginia
VV1-1079	General Release	US – Virginia
VV1-1082	General Release	US-Virginia
VV1-1089	General Release	US – Virginia
VV1-1093	Limited Release	US – Virginia
VV1-1094	Limited Release	US – Virginia
VV1-1110	General Release	US – Virginia
VV1-1111	Limited Release	US – Virginia
VV1-1120	Limited Release	US – Virginia
VV1-1121	General Release	US – Oregon
VV1-1122	General Release	US – Virginia
VV1-1126	General Release	US – Oregon
VV-1131	General Release	US – Virginia
VV1-1132	General Release	US – Virginia
VV1-1135	Limited Release	US – Virginia
VV1-1136	General Release	US – Virginia
VV2-10	General Release	Europe – Germany
VV2-27	General Release	Europe – Germany
VV2-28	Limited Release	Europe – Germany
VV2-29	Limited Release	Europe – Germany
VV2-30	General Release	Europe – Germany
VV2-31	General Release	Europe – Germany
VV2-32	General Release	Europe – Germany
VV2-35	General Release	Europe – Germany
VV2-41	General Release	Europe – Germany
VV2-44	General Release	Europe – Germany
VV2-2047	Limited Release	Europe – Germany
VV2-2050	General Release	Europe – Germany
VV2-2056	General Release	Europe – Germany
VV2-2060	Limited Release	Europe – Germany
VV2-2063	General Release	Europe – Germany
VV2-2070	General Release	Europe – Germany
VV2-2072	General Release	Europe – Germany
VV2-2075	General Release	Europe – Germany
VV2-2080	General Release	Europe – Germany
VV2-2083	General Release	Europe – Germany
VV2-2085	Limited Release	Europe – Germany
VV2-2087	Limited Release	Europe – Germany
VV2-2091	General Release	Europe – Germany
VV2-2095	Limited Release	Europe – Germany
VV2-2097	General Release	Europe – Germany
VV2-2098	General Release	Europe – Germany
VV2-2100	General Release	Europe – Germany
VV2-2120	General Release	Europe – Germany
VV2-2121	General Release	Europe – Germany
VV2-2124	General Release	Europe – Germany
VV3-33	Limited Release	APAC – Japan
VV3-34	General Release	APAC – Japan
VV3-3048	Limited Release	APAC – Japan
VV3-3057	General Release	APAC – Japan
VV3-3064	General Release	APAC – Japan
VV3-3086	Limited Release	APAC – Japan
VV3-3096	Limited Release	APAC – Japan
VV3-3099	General Release	APAC – Japan
VV3-3120	General Release	APAC – Japan
VV3-3122	General Release	APAC – Japan

Related Documentation:

Vault Help Documentation: About Vault Releases

Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.

Video: Veeva Network Education Sessions

/hc/en-us/articles/360000960414-Video-Veeva-Network-Education-Sessions

2022-05-11 14:23:07 UTC

Introduction

The following webinars are part of the Veeva Network Education Series.

Other Webinar Knowledge Collections that are available include:

Date	Title
2021 June	Veeva Network Education Session: CRM Bridge
2020 Apr	Veeva OpenData and Network Data Privacy Presentation
2019 June	Investigating DCRs in CRM and Veeva Network
2019 Jan	Veeva Network Data Quality Reports Webinar
2018 Oct	Veeva Network Notification and Education Guide
2018 Oct	Veeva Network Education Session: Veeva Network Widgets
2018 Sept	Veeva Network Education Session: Data Deduplication Jobs
2018 June	Veeva Network Education Session: Primary Address and Primary Affiliation
2018 Jan	Veeva Network Education Session: Handling Inactive Records in CRM
2017 Sept	Veeva Network Education Session: Understanding Merges
2017 Jul	Veeva Network Education Session: Tips and Tricks Webinar
2016 Dec	Veeva Network Education Session: CRM Bridge
2016 May	Veeva Network Education Session: Reporting in Veeva Network V8.5.1

Why is a User Unable to Edit in Microsoft Office in Vault While Using Collaborative Authoring?

/hc/en-us/articles/8119951787163-Why-is-a-User-Unable-to-Edit-in-Microsoft-Office-in-Vault-While-Using-Collaborative-Authoring-

2022-08-25 13:04:40 UTC

Question:

While using Collaborative Authoring why does a user receive the error message:

Unable to add user to the edit version of this document in Microsoft Office. Please check to make sure the user [user name] has a valid account in Microsoft Office or use a different check out option.

Answer:

This error indicates there is a configuration or permission issue on the SharePoint/Azure AD side of the Collaborative Authoring setup. Vault Support does not support SharePoint/Azure AD configuration at this time. Users need to work with their internal IT Department for further assistance.

Related Documentation:

Vault Collaborative Authoring Documentation: Configuring Collaborative Authoring with Microsoft Office

Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

CRM Release Webinars & Notes

/hc/en-us/articles/4406238408731-CRM-Release-Webinars-Notes

2022-08-26 13:37:58 UTC

CRM Release Webinars

CRM Release Webinars are used to provide helpful demonstrations regarding updates to CRM product features and functions. The following release webinars are listed reverse chronologically beginning with the most recent release.

Release Number and Dates

Release Webinars & Kits

22R2.1

Sandbox release: August 25, 2022

Production release: September 1, 2022

22R2.1 Release Webinar

22R2.0

Sandbox release: July 28, 2022

Production release: August 11, 2022

22R2 Release Webinar

22R2 Release Webinar (APAC)

22R1.3

Sandbox release: June 23, 2022

Production release: June 30, 2022

22R1.3 Release Webinar - Engllsh

22R1.2

Sandbox release: May 26, 2022

Production release: June 2, 2022

22R1.2 Release Webinar - English

22R1.1

Sandbox release: April 28, 2022

Production release: May 5, 2022

22R1.1 Release Webinar - English

22R1

Sandbox release: March 30, 2022

Production release: April 14, 2022

22R1 Release Webinar - APAC

22R1 Release Webinar - English

22R1 Release Webinar - Portuguese

22R1 Release Webinar - Spanish

21R3.3

Sandbox release: February 24, 2022

Production release: March 3, 2022

21R3.3 Release Deep Dive

21R3.2

Sandbox release: January 27, 2022

Production release: February 3, 2022

21R3.2 Release Webinar - English

21R3.1

Sandbox release: January 6, 2021

Production release: January 13, 2022

21R3.1 Release Webinar - English

21R3

Sandbox release: December 2, 2021

Production release: December 16, 2021

21R3 Release Webinar - English

21R3 Release Webinar - APAC

21R2.3

Sandbox release: October 28, 2021

Production release: November 4, 2021

21R2.3 Release Education Webinar - English

21R2.2

Sandbox release: September 30, 2021

Production release: October 7, 2021

21R2.2 Release Education Webinar - English

21R2.1

Sandbox release: August 26, 2021

Production release: September 2, 2021

21R2.1 Release Education Webinar - English

21R2

Sandbox release: July 29, 2021

Production release: August 12, 2021

21R2 Release Education Webinar - English

21R2 Release Webinar - APAC

21R2 Release Webinar - Español

21R2 Release Webinar - Portuguese

21R1.3

Sandbox release: June 24, 2021

Production release: July 1, 2021

21R1.3 Release Education Webinar - English

21R1.2

Sandbox release: May 27, 2021

Production release: June 4, 2021

21R1.2 Release Education Webinar - English

21R1.1

Sandbox release: April 29, 2021

Production release: May 6, 2021

21R1.1 Release Education Webinar - English

21R1

Sandbox release: March 25, 2021

Production release: April 8, 2021

21R1 Release Education Webinar - English

21R1 Preview Webinar - APAC

21R1 Release Webinar - Español

21R1 Release Webinar - Portuguese

20R3.3

Sandbox release: March 4, 2021

Production release: March 11, 2021

20R3.3 Release Education Webinar - English

20R3.2

Sandbox release: February 4, 2021

Production release: February 11, 2021

20R3.2 Release Education Webinar - English

20R3.1

Sandbox release: January 7, 2021

Production release: January 14, 2021

20R3.1 Release Education Webinar - English

What Steps and Information are Required for Veeva Support to Make a Veeva CRM Sandbox Org Managed?

/hc/en-us/articles/8428847891739-What-Steps-and-Information-are-Required-for-Veeva-Support-to-Make-a-Veeva-CRM-Sandbox-Org-Managed-

2022-09-15 13:01:22 UTC
Question:

What Steps and Information are Required for Veeva Support to Make a Veeva CRM Sandbox Org Managed?

The purpose of this article is to provide the required information and steps that Veeva Support needs to start and complete the Veeva CRM Sandbox Org Managed requests.

Ensure to check the following article What are Veeva Managed Orgs in CRM? in the event the context is not clear.

Caution: Do not make any changes to the Vadmin System Admin users in CRM Production orgs.

Answer:

Veeva Support requires the following information and steps to start processing the Veeva CRM Sandbox Org Managed request if the Sandbox CRM org is not managed:
- The Salesforce CRM Org ID of the Sandbox - How to Find the Salesforce Org ID in CRM?
- The Credentials of the Veeva Admin (Vadmin) System Admin User of the Sandbox
- The previous CRM Org ID of the Sandbox, in case of a Sandbox Refresh
If this information is available, be sure to provide them in the existing Veeva Support ticket.

In the event, that the credentials of the Vadmin System Admin are unknown of the Sandbox, either
- Provide the credentials of a customer System Administrator User so that Veeva Support can proceed with the request, or
- The customer is required to set up the Vadmin System Administrator user
Follow these steps in order to set up the Vadmin System Admin user:
1. Change its email based on the following Article: How to Make the Email Address of the Vadmin User in a New Refreshed Sandbox Be Valid Again? The same steps are required in case of Sandbox Cloning or new Sandbox creation. The verification request is communicated in the existing Veeva Support Ticket, in turn, Veeva Support verifies the email change.
2. Once the change has been verified, click on the Password Reset button of the Vadmin System Admin User, and communicate the Reset into the Support ticket. Veeva Support finishes the Password Reset by writing in the password. As the last step, Veeva Support then forwards the request to the appropriate team to make the org managed.
Be sure to check the Notes section, in case of unexpected issues, behavior, or questions.
Notes:
- Alternatively, Salesforce Developer Console can be used to reset the password based on the following Salesforce Article: Use the Developer Console to force password resets. It is still required to change the email of the Vadmin System Admin user beforehand.
- In the event, that Veeva Support responds that the Email Verification and Password Reset Links do not get generated, and they do not arrive, ensure to check the following Salesforce setting: Users Do Not Receive System Emails from Veeva CRM.
- In case a We can't reset your password error is communicated by Veeva Support, refer to the following Knowledge Article for its resolution: Salesforce Error upon Password Reset in Veeva CRM: Your Salesforce administrator recently requested to reset the password for the username user@domain.com We can't reset your password because it was changed within the last 24 hours.
- Standard Salesforce Multifactor Authentication (MFA) setups are taken care of by the appropriate team.
- The team responsible for these requests is based in the Western US, for this reason, a delay - one business day - is expected.
- Based on Can the Vadmin and align.admin Users be Used in Veeva CRM and Veeva Align Related Integration Jobs Respectively? do not use the Vadmin System Admin user in any CRM configuration, or Integration.
- Do not edit the Veeva Common - Main record, or the VSESSION S-Control manually in any CRM orgs.
- In case the iRep (CRM for iPad) version is out of date, contact irep_agent@veeva.com and ensure to provide the latest iRep App (.ipa) files to irep_agent@veeva.com. There should not be any issues If the customer is using AppStore to install offline CRM applications. Refer to Installing CRM via the App Store for more information.
- In the event, that unexpected errors occur, follow the guidance provided by Veeva Support.
Related Documentation:

CRM Help Documentation:
- About CRM Releases
- Installing CRM via the App Store
Knowledge Base:
Salesforce Documentation:
- Use the Developer Console to force password resets
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
Why an End User Does Not Have Record Access to Custom Setting Records in Veeva CRM?

/hc/en-us/articles/8316112903195-Why-an-End-User-Does-Not-Have-Record-Access-to-Custom-Setting-Records-in-Veeva-CRM-

2022-08-30 11:53:50 UTC
Overview:

Why an end-user does not have record access to Custom Setting Records in Veeva CRM?

Root Cause:

In order to verify that an end-user has access to a specific custom setting record, log in with the end user and use the Salesforce Query Language (SOQL) to try querying the Custom Setting record. Both Salesforce Inspector and Workbench may be used.

Example Custom Setting records are as follows:
```
select id from Veeva_Settings_vod__c
```
```
select id from Approved_Email_Settings_vod__c
```
```
select id from Multichannel_Settings_vod__c
```
However, any other Custom Setting records can be taken. In the event these Custom Setting items are not queryable, then the end-user has no access to them.

The issue is caused by the following Salesforce feature. As a System Administrator, navigate to: Setup --> Administration Setup --> Data Management --> Schema Settings

If the Restrict Access to custom settings option is turned on, the access to all Custom Setting records is revoked from the end-users in Salesforce, by default.

Right-click and open the image in a new tab in order to read it.

Solution:
There are two solutions, either:
1. Turn the Restrict Access to custom settings toggle off, making sure it is grey, or
2. Be sure to provide access to the Custom Setting records for the end-user at the Profile Level or Permission Set level using Custom Setting Definitions.
In case of either solution, do the following:
1. Clear the Veeva Cache Online.
2. Run Database Refresh on the Offline CRM platforms.
Related Documentation:

CRM Help Documentation:
- How to Clear the Veeva Cache Manually in Veeva CRM?
- How to Refresh the CRM iRep Database?
Knowledgebase:
- Useful Salesforce Google Extensions When Working in Veeva CRM and Salesforce Online
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

FAQ: Standard Metrics in Veeva CRM

/hc/en-us/articles/5353338766875-FAQ-Standard-Metrics-in-Veeva-CRM

2022-08-15 16:29:37 UTC

FAQ: Standard Metrics in Veeva CRM

The following article details Frequently Asked Questions concerning Standard Metrics in Veeva CRM.

Veeva CRM has standard metrics for Call Channel, User Type, and User Country data. Standardizing a set list of picklist values allows Veeva to capture better insights through benchmarks built on consistent data across companies.

Standard values are required for the following fields:

Call_Channel_vod on the Call2_vod object
Country_Code_vod on the User object
User_Type_vod on the User object

The following features are now available:

Selecting a Call Channel - This functionality is currently supported for Online (Classic), iPad, iPhone, and Windows Tablet users. Online (Lightning) support is planned for future development.
Auto-Populating the Call Channel - Admins can configure the Standard Metrics Call Channel field to auto-populate based on existing custom fields. This functionality is currently supported for Online (Classic), iPad, iPhone, and Windows Tablet users. Online (Lightning) support is planned for future development.
Restricting Call Channels - Admins can disable unapproved Call Channels (Email, Chat or Text, Other) from the Standard Metrics Call Channel picklist. This functionality is currently supported for Online (Classic), iPad, iPhone, and Windows Tablet users. Online (Lightning) support is planned for future development.
Requiring User Type and Country

FAQ: Selecting a Call Channel

Question

Answer

What end-user permissions are required for Selecting a Call Channel?

For Selecting a Call Channel, at minimum, an end-user requires Edit FLS to Call_Channel_vod on the Call2_vod object.

Can Call Channel values be set as default?

Setting a default picklist value for Call Channel is unsupported. Additionally, triggers, flows, and/or workflows to set a Call Channel value are unsupported as well.

When and how are end-users prompted to select a Call Channel?

When users create a Call report from one of the following entry points, they are prompted to select a Call Channel before opening the Call report through the Accounts page (list view and table view), Account Details page, or the More Actions menu on the Account Details page.

When submitting a Group Call, will Call Channel be updated to Child Calls for attendees?

Child calls do not have Call Channel automatically populated unless Unique Activities is enabled and configured.

Can I prevent end-users from being prompted to enter a Call Channel?

As of 22R1, Call Channel is a required Standard Metric. End-users will always be prompted to enter a value, however, administrators may utilize a custom picklist field for users with Auto-Populating the Call Channel.

Does Call_Channel_vod need to be added to Call page layouts?

The Call_Channel_vod field only needs to be added to page layouts for end-users to select a Call Channel value when using the Online (Classic) platform - except when Auto-Populating the Call Channel as later defined in these FAQs.

What are the standard Call_Channel_vod picklist values?

API Name	Label Displayed in the Call Channel Picklist
Face_to_face_vod	In-person
Video_vod	Video
Phone_vod	Phone
Message_vod	Chat or Text
Email_vod	Email
Other_vod	Other

Can the Call_Channel_vod picklist values be inactivated or edited?

The Call_Channel_vod picklist values are hard-coded and cannot be translated, added to, or modified, with the exception of limited allowances for deactivating specific picklist values to restrict allowed Call Channels.

Making changes to the picklist values outside of the allowed options for restricting Call Channels will result in sync errors for submitted Calls that cannot be resolved.

When data loading Calls or using an integration process to load Calls, does the Call_Channel_vod field need to be populated?

Values for Call_Channel_vod are only required upon submitting a Call. As long as the Calls are loaded in Planned or Saved status, Call Channel is not required in the data load or integration loading.

If Auto-Populating the Call Channel is configured, Calls data loaded in Planned or Saved status will have their Call_Channel_vod field filled in based on the Call Channel Formula.

Calls data loaded in Submitted status require that the Call_Channel_vod field value be included in the data being loaded.

FAQ: Auto-Populating the Call Channel

Question	Answer
What is the Auto-Populating the Call Channel feature used for?	The Auto-Populating the Call Channel feature can be configured to minimize workflow disruptions for end-users. When properly configured, end-users will not be prompted to select a Call Channel value upon initiating a call.
What end-user permissions are required for Auto-Populating the Call Channel?	For Auto-Populating the Call Channel, at minimum, an end-user requires: Read FLS to the Call_Channel_Formula_vod field on the Call2_vod object At minimum, Read FLS to each field referenced in Call_Channel_Formula_vod's formula on the Call2_vod object Edit FLS to the Call_Channel_vod field on the Call2_vod object Edit FLS permission to the Last_Device_vod field on the Call2_vod object
In addition to end-user permissions, what else is mandatory for configuring Auto-Populating the Call Channel?	Ensure the Call_Channel_vod field on the Call2_vod object is not required at the field level or on the page layout Ensure the Call_Channel_vod and Call_Channel_Formula_vod fields on the Call2_vod object are not placed on Call2_vod page layouts The formula for Call_Channel_Formual_vod must resolve to one of the standard Call_Channel_vod picklist API Names
Should Call_Channel_vod and/or Call_Channel_Formula_vod be placed on a Call page layout?	No; in fact, ensure the Call_Channel_vod and Call_Channel_Formula_vod fields on the Call2_vod object are not placed on Call2_vod page layouts when configuring Auto-Populating the Call Channel.
Why are end-users still being prompted for a Call Channel value when initiating a call and Auto-Populating the Call Channel is configured?	The most common cause is that the user does not have the proper end-user permissions for Auto-Populating the Call Channel.
Can I use different fields for different end-users when configuring Auto-Populating the Call Channel?	More than one custom field can be used to populate the Call Channel, however, the following should be noted: Ensure users must have at least Read FLS to ALL custom fields in the Call_Channel_Formula_vod's formula (including fields that their page layout does not utilize) Ensure each page layout only includes ONE custom field that would be referenced in the Call_Channel_Formula_vod's formula
Does Restricting Call Channels have to be configured in order to configure Auto-Populating the Call Channel?	No; Restricting Call Channels does not have to be configured in order to configure Auto-Populating the Call Channel.
Does the Call_Channel_Formula_vod's formula respect values populated in the RESTRICTED_CALL_CHANNELS_vod custom Veeva Setting?	The Call_Channel_Formula_vod's formula does not respect values populated in the RESTRICTED_CALL_CHANNELS_vod custom Veeva Setting. It is unsupported to have a formula that resolves to a Call Channel picklist value that is configured as restricted.
When data loading Calls or using an integration process to load Calls in a Submitted status, does the Call_Channel_vod field need to be populated or will the Auto-Populating the Call Channel feature resolve values automatically based on the Call_Channel_Formula_vod field?	Calls that are data loaded or loaded through an integration process in a Submitted status will have to have the Call_Channel_vod field populated with a value; the Call_Channel_Formula_vod field will not properly resolve values for Call_Channel_vod in this scenario.

FAQ: Restricting Call Channels

Question

Answer

What is the Restricting Call Channels feature used for?

To ensure end-users are only presented with compliant Call Channel options, administrators can choose to disable the Email, Chat or Text, and/or Other Call Channels so they are not available for selection on the call report.

What Call Channel picklist values can be restricted when Restricting Call Channels?

API Name	Picklist Label
Email_vod	Email
Message_vod	Chat or Text
Other_vod	Other

How do you configure Restricting Call Channels for iOS and Windows Tablet end-users?

To restrict call channel options for iOS and Windows Tablet users, enter a double semicolon delimited list of the restricted options, without spaces, in the RESTRICTED_CALL_CHANNELS_vod Veeva Setting. The list must start with a set of double semicolons as well. The text in the RESTRICTED_CALL_CHANNELS_vod Veeva Setting must exactly match the API Name(s) of the Call Channels being restricted, and only the Call Channels listed above can be in the text.

How do you configure Restricting Call Channels for Online (Classic) end-users?

To restrict call channel options for Online (Classic) end-users, remove one or more of the three allowed picklist values (Email_vod, Message_vod, and Other_vod) from the picklist values available for the Call_Channel_vod field. Removing or modifying any other value in the Call_Channel_vod picklist is not supported. To maintain standardized, accurate data collection, all other picklist values are reactivated on a monthly basis.

FAQ: Requiring User Type and User Country

Question	Answer
Why is Veeva CRM requiring User Type and User Country?	Veeva CRM is requiring User Type and User Country to provide customers with improved data and insights, better benchmarking ability, and access to downstream innovations.
What end-user permissions are required for Required User Type and User Country?	For instances when User Type and User Country were not preloaded by administrators, Edit FLS is enabled for end-users for both fields, and should not be removed, or end-users will not be able to successfully respond to the prompt to set their own values.
Why do end-users encounter an 'About You' window when logging into CRM for iOS, Windows Tablets, or the Windows CRM app?	End-users are prompted for User Type and User Country information when signing in if those values were not preloaded by their Org’s administrators.
What are the available picklist values for User Type?	Sales Medical Key Account Management Operations and Admin
Can the User Type picklist and its values be edited?	User Type picklist values and field labels are hard-coded and must not be removed, translated, added to, or otherwise modified. Making changes to the picklist values will result in sync errors for the end-users.
Can a User Type and/or User Country value be set as a default?	There is no default value, and customer-configured default values are not supported.

Related Documentation:

CRM Help Documentation:

Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

What are the Commonly Accessed Veeva CRM Tabs and Apex URLs?

/hc/en-us/articles/4410086891931-What-are-the-Commonly-Accessed-Veeva-CRM-Tabs-and-Apex-URLs-

2022-08-25 12:54:08 UTC

Question:

The purpose of this article is to provide the Apex URLs of the most frequently accessed Veeva Scheduler tabs and other tabs such as the Engage Meetings Administration tab. What are the URLs?

Answer:

Process / Tab Name	Related Functionality	URL
Veeva Process Scheduler	Process Scheduler	/apex/Scheduler_Administration_vod
Approved Email Processes	Approved Email Overview	/apex/Approved_Email_Admin_Page_vod
Approved Notes Processes	Approved Notes	/apex/VeevaApprovedNotesAdmin
CLM Processes	CLM Overview	/apex/CLM_Admin_vod
CRM Vault Metadata Sync Process	Managing the Product Catalog Between Vault and CRM	/apex/CRM_Vault_Metadata_Sync_vod
Cvent Sync Process	Configuring the Cvent Integration with Events Management	/apex/Cvent_Administration_vod
Engage Reporting Processes	Engage Attendance Tracking	/apex/Engage_Meeting_Process_Admin_vod
Engage Processes	Engage For Portals/CoBrowse	/apex/Engage_MetaData_Administration_vod
Marketing Cloud Process	Marketing Cloud	/apex/MCD_Admin_vod
Mobile CRM Scheduled Push Notifications	Managing Push Notifications	/apex/Mobile_CRM_App_Administration_vod
Multichannel Cycle Plans Process	Multichannel Cycle Plans Overview	/apex/MCCP_Admin_vod
Network DCR Retry (Outbound) Process	Network Integration	/apex/Network_Admin_Page_vod
Network DCR Update (Inbound) Process	Network Integration	/apex/Network_Admin_Page_vod
Network Subscription Process	Network Integration	/apex/Network_Admin_Page_vod
QR Sign-in Process	QR Code Self Sign-In	/apex/EM_QR_Sign_In_Admin_vod
Engage Meetings Administration	Engage Meeting Overview	/apex/Remote_Meetings_Admin_vod
Engage Content Admin	Engage For Portals / Cobrowse	/apex/Engage_Content_Administration_vod
CLM Online Media Library	Configuring CLM for Online Engage Meetings	/apex/View_Media_Library_Online_vod

Notes:

Knowing these URLs is useful in order to access a tab that is not accessible from the + icon (All Tabs in Veeva CRM). Entering this URL segment after the instance URL directly leads to the Veeva Tab. Permissions must be met to access the page.
Some tabs may be accessed from the Veeva Process Scheduler tab.

Related Documentation:

CRM Help Documentation:

Knowledge Article:

Which Functionality Does Each Process Job Refer to in the Veeva Process Scheduler in Veeva CRM?

Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.

Veeva CRM Error Reference Guide

/hc/en-us/articles/115001321073-Veeva-CRM-Error-Reference-Guide

2022-09-29 15:59:28 UTC

Summary:

The following table lists CRM known errors by Product Area along with linked articles that help explain and resolve these errors. All articles reside in the Veeva Support Knowledge Base:

Error:	Solution Article (link):
Field & Parameter Limitations
Exceed maximum number of characters	CRM Field & Parameter Limitations
Account Management
Error: bad value for restricted picklist field	Error occurs when User Creates Call Objective in Veeva CRM
Error: No Session ID	Error occurs when clicking the New button in My Accounts tab in CRM
Error: Unable to Access This Feature	Error occurs when opening child accounts in CRM Online
Error: duplicate value found: External_ID_vod__c	Error occurs when Updating the Parent of the Child Account in CRM Offline
Error: Too Many Values for Metric Configuration	Error causes Product Metrics to Not be Visible in CRM for iPad
VEEVA_CONTRACT_AFTER_UPDATE: execution of AfterUpdate caused by: System.DmlException: Update failed	Error occurs when Activating a Contract in CRM
Error: Required fields are missing: [Account_vod__c]	Error occurs when Editing Dynamic Attribute on a CRM Account Record
Error: Systems Error Has Occurred and Veeva Systems Have Been Notified	Error occurs when Editing a CRM Account with Dynamic Attributes
Error: System.NullPointerException: Attempt to de-reference a null object	Error occurs when creating a new contract in CRM
SOQL statements cannot exceed 20,000 characters. Remove columns and/or criteria from view to reduce statement size	Error occurs when Opening Account View in CRM Online
Error: Invalid Data. Review all error messages below to correct your data. Apex trigger VOD_ACCOUNT_TEAM_MEMBER_AFTER_INSERT_UPDATE caused an unexpected exception, contact your administrator:...	A user receives the following error when the Account Team Member record is saved
VOD_CALL_OBJECTIVE_AFTER_INSERT_UPDATE: execution of AfterInsert caused by: System.DmlException: Insert failed. First exception on row 0; first error: INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST, Row Cause: bad value for restricted picklist field: Veeva_Account_Plan_Sharing_vod__c: [RowCause] Trigger.VOD_CALL_OBJECTIVE_AFTER_INSERT_UPDATE: line 45, column 1	Error occurs when User Creates Call Objective in Veeva CRM
%{PROPERTY}@ is a required value., (null), (null)	%{PROPERTY}@ is a required value., (null), (null) - When Adding an Affiliation to a CRM Account Sphere of Influence
1 Call Objective/s failed to create. User does not have permission to update or create records for object 'Call Objective'	Error occurs when taking action on a Suggestion with the Call_Objective_vod record type
An embedded page at vs30.vod309.com says: error!	An embedded page at vs30.vod309.com says: error! - When Adding Detail Groups in Ratings and Evaluations Section of Account
"Error!" When Saving Ratings and Evaluations From the Account Page in CRM Online. "Insufficient Access Rights on object" When trying to update a rating and evaluation.	The user does not have access to Edit the Account.
"Attempt to de-reference a null object" When Clicking on CRM View User Territory Button	In order to use the View User Territory button, the user needs access to the User object.
Field cannot be found. Check permissions and custom setting	Error occurs when exporting Account Plan information to PowerPoint
"Fields [Name]. Status code [INVALID_FIELD_FOR_INSERT_UPDATE]" When Dataloading the Name Field for CRM Person Account Records	When loading Person Account records, only the FirstName and LastName fields are mapped. The Name field is automatically populated by Salesforce as a concatenation of the FirstName and LastName fields.
"Illegal Assignment from String to Boolean" When Creating an Account in CRM	The org is not on the most recent Veeva Version. The Apex Classes and Triggers used for account creation are outdated.
"Insufficient Privileges" When Clicking the New Parent Button in Online CRM	New Child Account page is a Veeva page. The user does not have access to the page.
Insufficient Privileges	Error occurs when viewing a child account from the related list on account page in Online CRM
No Account returned for ID: [Account ID]	Error occurs when a user tries to edit an Account and clicks on the Edit button
No page found	no page found - When Clicking on The Account Plan in CRM iRep
Product_Metrics_vod__c: bad field names on insert/update call: Detail_Group_vod__c	Error occurs when Editing Metrics in Ratings And Evaluation in CRM Online
"Query failed" When Opening the KOL HTML Summary Profile in CRM	The user is missing Object access or the VMobile Object Configuration (VMOC) is not active for at least one of the Objects listed in the guide.
"Too many Accounts. Please select another Territory" When Selecting Territory from My Account View in Online CRM	The DISABLE_RM_QUERY Veeva Setting is enabled.
"Unable to access page" When Editing List View Columns in CRM Online	The user it trying to modify a hard-coded list view which is called All. The list view cannot be modified.
Unable to access this feature. Your account does not have all the required permissions.	Error occurs when Accessing My Accounts Tab in CRM
Unable to display distances. Cannot plot addresses for...	Unable to display distances. Cannot plot addresses for - When Viewing Apple Map in CRM
Unknown Record Type Null. Please Check Your Permissions.	Error occurs upon Save or Edit of an Account on CRM Platform Online
Addresses
Error: Validation Errors While Saving Record(s)	Error occurs When Deleting Address on Online CRM
"Address cannot be updated" When Updating the Address Name in CRM	The address is locked and the user is not a System Administrator.
JavaScript is a security vulnerability	Error occurs when Clicking The Map Link On Account Page in CRM Online
"Required fields are missing: [Account_vod__c]" When Trying to Create Address Records in CRM iRep	A user needs Read and Edit rights to the Entity_Reference_vod__c field on the Account object. In offline platforms, this field serves as a placeholder for the Account_vod__c lookup field.
Analytics
Error: Data truncated for column 'field_vod__c'	Error occurs When Processing Analytics File in CRM
Invalid utf8 character string	Invalid utf8 character string - When Loading Data Files in CRM Analytics
Error: There is no data for the selected filters	Error occurs When Viewing the Average Calls Report
"There is no data for the selected filters" In CRM Market Sales Analysis Report	Analytics data file needs to be reprocessed by clicking the Reprocess link on the Analytics Admin page for the file. Or, re-load the file to the Analytics FTP and process it again.
There was a problem establishing a connection to the database	There was a problem establishing a connection to the database - When Running a Report from VInsights Tab in CRM
Approved Email
Error: Foreign key external ID: xxxxx::xx not found for field VExternal_Id_vod__c in entity Product_vod__c.	Error Occurs When Refreshing in Approved Email Administration or CLM Administration Page in CRM Online
Error: Record Type ID: this ID value isn't valid for the user	Error occurs During CRM Approved Email Sync
Error: Approved_Document_vod.Email_HTML_1_vod is empty	An email fails to be sent
Error: Failed to authenticate vault, Cause: Vault is currently in Configuration Mode	Error occurs in CRM Approved Email Sync
Error: Email address in 'From Address' is not valid	Error occurs When Sending an Approved Email in CRM
Error: Failed to send because template with the ID could not be accessed	Email sent to a recipient thru Approved email
Error: Internal Server Error java.lang.NullPointerException	Error occurs When CRM Approved Email Integration Fails
Error: HTTP Error 400	Error occurs When Clicking the Unsubscribe Link in Approved Email of CRM
Error: Failed to login for OrgId. No session found. Task name: APPROVED_EMAIL_CONTENT_REFRESH	An admin receives emails from address mc-no-reply@veeva.com
All outbound emails will be sent to {test email}, and will not be sent to the Account email addresses" in CRM	Error occurs when Sending a CRM Approved Email
"An error happened while querying Vault. Email will be processed again when the Scheduler job runs next time" When sending an Approved Email	The user in the Vault Login Credential Management section of the Approved Email Administrator tab is not an Admin or Owner in the Vault to which the Org is connected. The error occurs because CRM is unable to communicate with Vault while attempting to send the email.
"Template Name was sent to 0 of 1 recipients" After sending the Email Template in CRM	This problem occurs because the email address in the From Address field of the Vault email template is not valid.
"At least one document included is not in approved state" When Sending an Approved Email in CRM	The Email Template is expired in Vault, but the local client (or the Approved Email sync from the Approved Email Administration Tab) is not synced.
"Failed to connect to Vault for validation" When Approved Emails are Not Sent in CRM	The error may occur due to incorrect Vault access or a missing Security Policy from the Vault Integration User. Emails are not sent.
"Invalid Consent" When Sending Approved Email in CRM iRep	The opt out record which is created in the last bounced email is not downloaded to the iRep
"Record Type ID: this ID value isn't valid for the user" When Synchronizing CRM Approved Email Templates	An Approved Email integration user has no access to Record Type xxxxxxxxxxxxxxxxxx (Record Type ID) for related objects.
"There are no Consent_Type_vod records applicable for this Account. Please review your Consent Capture setup" - When sending an Approved Email	Set the Approved Email Consent Mode option to 0 to resolve this problem.
"User does not have permission to update or create records for object 'Sent Email'" When Sending Approved Email from Suggestions	The user does not have Edit permission on the Suggestions object.
Failed to Authenticate USER_LOCKED_OUT	Failed to Authenticate USER_LOCKED_OUT - Occurs During CRM Approved Email Sync
FAILURE error type: INVALID_DATA cause: Unknown field 'tag__v' in 'field list'	FAILURE error type: INVALID_DATA cause: Unknown field 'tag__v' in 'field list' - in CRM Approved Email Sync Failure
Foreign key external ID: xxxxx::xx not found for field VExternal_Id_vod__c in entity Product_vod__c	Error occurs when Refreshing in Approved Email Administration Page in CRM Online
INVALID_FIELD_FOR_INSERT_UPDATE: Question_Response_vod__c: bad field names on insert/update call: Decimal_vod__c	INVALID_FIELD_FOR_INSERT_UPDATE: Question_Response_vod__c: bad field names on insert/update call: Decimal_vod__c - When Submitting an Approved Email Survey in CRM Online
This site can't be reached.	Error occurs when Trying to Access a Survey From a CRM Approved Email
Template Name was sent to 0 of 1 recipients	Template Name was sent to 0 of 1 recipients - After Sending the Email Template in CRM
Call Reporting
Database failed to save. The operation couldn’t be completed. (NSSQLiteErrorDomain error 1555.) Code: 1555	An error occurs When Adding a Time Off Territory in CRM for Offline
Error: The {0} real time values may not update correctly due to errors in the configuration	An error occurs When Selecting A Cycle Plan View in CRM for iPad
Error: Call Attendee is a required field	When Using the --ao Section Signal in CRM
Error: Cannot Load Call. You do not have access to the associated Account/Stakeholder	An error When Accessing a Call from CRM My Schedule
Error: Unable_To_Add_Event	An error occurs When Loading Call Records To CRM
Error: A System Error Has Occurred and Veeva Systems Has Been Notified	An error Appears When Opening a Call on Online CRM
Error: bad value for restricted picklist: <value>	Error occurs when a user attempts to save a call after entering picklist values for Product Map and its dependent picklist
Error: entity is deleted	An error occurs When Syncing Calls After an Account has been Deleted in CRM
Error: Bad Request	An error occurs When Opening a Call Report in Online CRM
Error: Action not allowed	An error occurs When Clicking New Button in CRM Call Key Message Tab
Error: Cannot Load Call. You do not have access to the associated Account	An error occurs When Opening a Call from CRM My Schedule
Suggest smart call cannot get SmartChat info	When Processing Auto Call Creation From SmartChat Suggestion in WeChat CRM
"Unable to Load Page" When Recording a Call Online in CRM	The user is missing Field Level Security (FLS) access to fields that are necessary for Call reporting.
Action not allowed. You may not perform that action against this type of object.	Error occurs when Clicking New Button in CRM Call Key Message Tab
"Entity is deleted" When Syncing Calls After an Account Merge in CRM	The user profile does not have Read access to the Account Merge History Object.
No matches found.	Error occurs when Opening Calls From My Schedule on CRM Online
"This account has not been validated" When Clicking on Record a Call Button in CRM	The picklist value of the Do Not Call? field is set to Yes_vod on the account.
"You may not update a submitted call or any supporting data" When Updating Call Discussion Records Tied to a Submitted Call in CRM Online	The error occurs because there is a Roll-Up Summary type custom field on the Call object and its Summarized Object is Call Discussion.
{n} Call Objective failed to create successfully - When Taking Action from Suggestion in CRM iRep	{n} Call Objective failed to create successfully - When Taking Action from Suggestion in CRM iRep
System.StringException Caused by Trigger VOD_CALL2_AFTER_INSERT_TRIGGER	System.StringException Caused by Trigger VOD_CALL2_AFTER_INSERT_TRIGGER - During Veeva CRM Sync
The {0} real time values may not update correctly due to errors in the configuration.	Error occurs when Selecting A Cycle Plan View in CRM iRep
"{n} Call Objective failed to create successfully" When Taking Action from Suggestion in CRM iRep	The error occurs because the value of the Call Objective CLM ID on Suggestion does not match the value of Presentation ID on the CLM Presentation.
"Cannot Recursively Update Itself" When Mass Deleting Calls in CRM	The user has both Parent Call Ids and Child Call Ids in the delete file at the same time.
Call Sampling
"<Account Name> does not have a valid license to receive samples" When Sending Business Reply Card (BRC) Samples for CRM Call Sampling	This is expected behavior. The Ship To Business Location feature does not disregard licensing validation. The Account that is signing for the Samples must have a valid license in the same state as the Business Account.
The selected business address does not have a TDDD #.	Error occurs when Capturing a Signature in CRM
"Duplicate Recipient error" When submitting a call with Samples in CRM iRep	The Duplicate Recipient error means the user attempted to add duplicate promo items with the same recipient.
"Required fields missing: Lot_vod_c" When Loading CRM Historical Call Data	Sample Transaction records are attempting to be created via triggers. Sample transactions are not necessary for historical data.
Required Fields Missing (lot_vod__c) When Syncing iRep	Before the user could submit the call, the lot name changed. When the user submits the call, the call fails to find the referenced lot name since it was modified.
CLM
Error: no mappings were found for Multichannel Presentation	Error occurs When Syncing CLM from the CLM Admin Tab in CRM
Error: Account is not in the Appropriate Segment and Therefore Cannot View This Presentation	When Using the Select Account function in Veeva CRM Offline
Error: Unknown property 'crm_directory__v' in 'select fields'	Error occurs in CRM CLM Sync
Error: Presentations have the same Presentation Id	Error occurs in CRM CLM Sync
Error: Error while upserting record xxxxxxxxxx:xxx::Approved_vod, Cause: Directory record must have Record Type = CLM_vod	Error occurs During CRM CLM Administration Console Sync Failure
An error occurred, please try again or upload the file using the data loader	Error Occurs During Direct (CLM) Key Message Content Upload in Veeva CRM Online
Error: queryObject called with invalid WHERE clause: createdDate <XXX>	When Running the Veeva CRM queryRecord CLM API Call
Error: Distribution Record Version Does Not Match With Doc ID in Vault	Error occurs after performing a sync of CLM content from Vault to CRM
Error: no mappings were found for Multichannel Presentation	Error occurs When Synchronizing CLM Presentations from the CLM Admin Tab in Veeva CRM Online
A duplicate value was specified for field 'Status_vod__c' in object 'Key_Message_vod__c', duplicate value 'Expired_vod' prior value '' (prior value could have been set to '' with 'fieldsToNull').	Error shown in CRM CLM Integration Tab
"Unzip failed for file /var/mobile/Containers/Data/Application ...SLIDENAME.zip" In Activity Log	The end-user needs Read Field Level Security (FLS) to Key_Message_vod.CDN_Path_vod__c and Key_Message_vod.Vault_GUID_vod__c If the key message is packaged incorrectly, this error appears.
Copying of media file failed.	Error occurs when Migrating CRM CLM Content
Clm_Presentation_vod__c is missing access on following required fields	Error occurs during CRM CLM Administration Console Sync Failure
"Connection error null" When Uploading CLM Content Using FTP	This problem may occur in Orgs where the Unique attribute is removed from the Media_File_Name_vod field on the Key Message object. This is a usual setup in Orgs where Vault Integration is also used.
"404 Error" When Viewing Slide in CRM Engage	Populate the HTML File Name field in Vault with the name of the HTML file in the distribution package.
"A duplicate value was specified for field 'Status_vod__c' in object 'Key_Message_vod__c', duplicate value 'Expired_vod' prior value" In CLM Administration tab.	This error is stating a Key Message record is modified in CRM and does not have a status. Please revert the status change to any Key Messages that is missing a status.
"com.veeva.clm.getSurvey_Object: Unable to get Survey Name" In CRM iRep	One reason for this error is that the survey record is not downloaded to iRep.
Error: Failed to get binder properties, Cause: Vault API call failed	Error occurs When CRM CLM Sync Fails
"Failed to get CLM Presentation and Slides from Salesforce DB!" When Sync or Full Refresh Done in CRM	This error message can occur in two situations. When the CLM Presentation Slide no longer has a Key Message record defined or the Veeva External ID (VExternal_ID_vod__c) fields on the CLM Presentation Slide and Key Message do not match.
Failure Error Type: PASSWORD_CHANGE_REQUIRED cause: Password change required	Error occurs during CLM Administration Sync in Online CRM
"Found Vault GUID but failed to find CDN Auth token for KM" When Syncing Vault Integrated CLM Media Content to CRM iRep	Grant the user profile Read access on the CDN_Path_vod__c field. Verify that the VSESSION MC_CONTEXT_ROOT or MC_SERVER_URL fields are correct.
Incorrect Packaging Structure	Error occurs when Key Message Content is Downloaded in Offline CRM
"Internal Server Error" When Sync Completes in CLM and Vault Integration	The Vault integration user is not a System Administrator of the Vault or the Custom Multichannel Settings are not created.
"java.lang.NullPointerException" When Running a CRM Sync From the CLM Administration Console	The process is looking for the Multichannel Settings which do not exist.
"No content available" CLM Reps Cannot See Presentations in CRM iRep When Using Detail Group	The Field Key_Message_vod.Detail_Group_vod__c should be populated with the corresponding Detail Group product.
"No such file or directory" When Uploading Zip File to Key Message in CRM	If the org is newly enabled CLM, the org folder is not created unless initial set-up of FTP credentials is completed.
For vault [Your Vault URL] no mappings were found for Multichannel Presentation.	When Syncing CLM from the CLM Admin Tab in CRM
No such relation 'CLM_Presentation_vod__r' on entity 'EM_Topic_Material_vod__c'.	CLM Admin tab reports error
"SaveObject called with an object that cannot be accessed" When Using com.veeva.clm.createRecord Function in CRM iRep	The error occurs because the Mobile ID field is not on the custom object.
Connection error null	Connection error null - When Uploading CLM Content Using FTP in CRM
duplicate value found Media_File_Name_vod__c duplicates value on record with id: xxxxx in Failed History	duplicate value found Media_File_Name_vod__c duplicates value on record with id: xxxxx in Failed History - As CRM CLM Vault Integration Fails
duplicate value found: Presentation_Id_vod__c duplicates value on record with id: xxxxx	duplicate value found: Presentation_Id_vod__c duplicates value on record with id: xxxxx - CRM CLM Vault Integration Fails
Presentation_Id_vod__c duplicates value on record with id	Presentation_Id_vod__c duplicates value on record with id - When CLM Contents is Being Synced in CRM
Unknown property 'language__v' in 'field list' at com.veeva.multichannel.com	Unknown property 'language__v' in 'field list' at com.veeva.multichannel.com - CRM CLM Sync Error
Coaching Report
"errorCode":999,"title":"Other Error","url"	An Error Occurs When Opening Advanced Coaching Report in WeChat CRM
"You do not have permission to send the Coaching report to the employee" When Sending Coaching Report to Rep in CRM iRep Advanced Coaching Report	The Coach is Missing Required Field Level Security.
CoBrowse
Error: Presentation did not occur	Error occurs After Submitting a CoBrowse Call in CRM
Error: At least 1 email recipient is required to send an email	When Sending Invitation in a CRM Ad Hoc CoBrowse Session
Concur
Title has an invalid value	Title has an invalid value - in CRM Concur
Exception_MISSREQFLD	Exception_MISSREQFLD - Occurs in Concur Sync Log from CRM
Invalid LoginId From Concur Sync in CRM	Invalid LoginId From Concur Sync in CRM
Consent Capture
Error: Account is Not Opted to Receive Emails	Error Occurs on Veeva CRM Send Email Page
Error: Bad Request	Error occurs When Trying to Capture Consent for Content Type
Error: Cannot opt-in {xxx.xx@xxx.com} due to a prior bounce or spam complaint	Error occurs When capturing opt-in for an Account in CRM
There are no Consent_Type_vod records applicable for this Account	There are no Consent_Type_vod records applicable for this Account - in CRM Approved Email Online
Cycle Plans
Error Message Appears When Using the Cycle_Plan_Schedule_Calls_vod Button in CRM	Error Message Appears When Using the Cycle_Plan_Schedule_Calls_vod Button in CRM
Engage
Error: There was an error with this request. 0 of 1 records were updated. Please try again	Occurs When Trying to Delete a Meeting Group on the CRM Engage Meeting Administration Tab
Error: This user does not have a license for Remote Meetings	Error occurs When Clicking the View Media Library Button in Online CRM
Error: You Do not Have Permission to Execute this Process	Errir occurs When Viewing the Engage Media Library in Veeva CRM Online
Error: x of x attendees have not been invited	Displays in My Schedule After Invitations are Sent in aCRM Engage Meeting Call
Error: Signature Capture Failed	Error occurs When Capturing Remote Signatures for Sampling in Engage Meeting
Error FileStream will not open Win32 devices such as disk partitions and tape drives	Error Occurs When Downloading CLM Presentations in the CRM Engage App in CRM Online
Error: This user does not have a license for Remote Meetings	Error occurs When Clicking View Media Library Online
The Following newly created accounts cannot be scheduled for a remote meeting	Error occurs when Scheduling a CRM Engage Meeting
Failed to establish connection to Server	Error occurs while Clicking on Video Icon for CRM iPad Engage Meeting
Vault API call failed. Vault transaction id: http-VLT-AP-NORTHEAST-1-PRODUCTION-34-431894-65 response status: FAILURE error type: INCORRECT_QUERY_SYNTAX cause: Cannot parse the search phrase [select title__v,cobrowse_content__v,language__v,name__v,product on the Engage Metadata Sync Administration Console tab.	Error occurs during CRM Engage Sync
Unable to process the remote attendee at this time	Error occurs when Sending Invitations in an Engage Meeting Call in CRM iRep
Events Management
Error: An Account, Contact, or User must be selected to save a record	When Adding New Walk-In Attendee to Event in CRM for iPad
Error: You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary.	When Creating New Event in Lightning Sandbox Beta Veeva CRM Online
Error: You are not allowed to schedule this type of event during this time frame	Error occurs When Creating Child Events in CRM Online
Error: The User is Locked Out	Error occurs When User Refreshes Events Management Metadata in CRM
Error: Create Attendee, EA-xxxxxxx, 400, Missing attendee last name	Error occurs When Write-in Attendees Are Not Syncing to Concur from CRM
Error: System.QueryException: List has more than 1 row for assignment to SObject	When Using Expense Splitting in Event of CRM
Error: Event_Attendee_vod: execution of BeforeInsert caused by: System.DmlException: Insert failed	Error occurs When Adding Attendee to Event in CRM
Error: You Do Not Have Permission to Edit This Record	Error occurs When Trying to Edit Event Related Records in CRM
Error: Layout Rules Could Not Be Refreshed	Error Occurs When Refreshing Layout Rules on Event Configuration Page in CRM Online
Error: VOD_EM_ATTENDEE_AFTER_INS_UPD:execution of AfterInsert caused by:System.NullPointerException	Error occurs When default record type is not specified
Error: xxx.visual.force.com says	When Opening an Event in CRM
Error: Error: Invalid Data. These Changes Were not Applied Because they Resulted in Duplicate Rules or Rule Configurations	When Creating a New Event Business Rule Record in CRM Online
Error: invalid cross reference id	When Submitting an Event for Approval in CRM Online
Error: Insufficient Access Rights on cross-reference id	When Clicking the Recall Approval Request Button on the EM Event Page in CRM Online
Error: Unable to generate sign in sheet. Please make sure the following values are populated	Error Occurs When Clicking the Generate Sign In Sheet Button on the EM Event Page in CRM Online
An Account, Contact, or User must be selected to save a record.	Error occurs when Adding Speaker to an Event in Veeva CRM
"Bad Request" When Opening an Event Record in CRM	Permission Sets are incorrectly configured in the org.
"Please select a template from left hand side to see a preview" When Selecting CRM Event Management (EM) Sign-in Template	The preview image of the template is not created properly. This is typically caused by lack of Field Level Security (FLS). Or, the error may be caused when using a token inside of the .docx attachment on the EM Catalog record.
"You are not allowed to schedule this type of event during this time frame" When Creating Event in CRM iRep	The Event_type_vod value on the EM_Event_Configuration_vod object is not correct. This field needs to have the actual record type name instead of the record type label.
You are not connected to the internet or the server couldn't be reached. Please try again when you are connected	Error occurs when Adding an Event Speaker in iPad.
"Invalid Type" When Trying to Create an Event Speaker in Veeva CRM Online	Set a default Record Type other than Master at the Profile level. All other record types can be added as Permission Sets, but at least one must be set, other than Master, at the Profile level.
General
Error: Unable to Download App	Error occurs When Trying to Install CRM for iPad
Error: Test Users not indicated in Mobile CRM Settings	When Running the Mobile CRM Scheduled Push Notifications Process
Error: You are not connected to the internet or the server couldn't be reached	When Trying to Log in to CRM for iPad
Error: The captured signature is not valid. Please clear or reenter the signature	Error occurs When Capturing a Signature in CRM offline
Error: Warning <Validation Rule> is not supported	Error occurs When Refreshing Validation Rule Data on the Validation Rule Administration Page in CRM Online
Error: Failed to Login for Tenant = Failed to Authenticate With CRM	Error in the Multichannel Related Administration Consoles of Veeva CRM
Error: No Valid Response From APN Network for Alert Sending	Error occurs When The Admin User Runs The Mobile CRM Scheduled Push Notifications
Error: Incorrect decimal value:'' for column 'xxx' at row 1	Error occurs When Processing a Data File for VInsights in CRM
Error: Field name provided, Mobile_ID_vod__c does not match an External ID, Salesforce Id, or indexed field for xxx(field name)	Error During CRM Offline Sync
Variable does not exist: IsActive	Error occurs when Updating CRM User Record Veeva_USER_AFTER_UPDATE
"Could Not Determine the Salesforce Profile Associated with this Record" When Creating an Alert for a Profile in CRM	The Profile field needs to be populated with the profile’s 18-digit (Salesforce.com) SFDC ID or a profile picklist needs to be configured.
Insufficient Privileges	Insufficient Privileges - When Navigating to a New Page in CRM
Insufficient Privileges	Insufficient Privileges - When Trying To Edit Ratings and Evaluations in Veeva CRM
Invalid Directory	Error occurs when Changing the Parent Directory in CRM Online
Object: bad field names on insert/update call: Field	Error occurs when Saving a CRM Record
Test Users not indicated in Mobile CRM Settings	Error occurs when Running the Mobile CRM Scheduled Push Notifications Process
User Does Not Have Access To Field 'Current_Day_wec_vod__c' on 'Multichannel_Contest_vod__c' on WeChat	Error occurs when an end-user previews WeChat Service Account Templates
You do not have permission to create Data Change Request on this record	You do not have permission to create Data Change Request on this record - When Using New_Address DCR and New_Child_Account_DCR Buttons
HTML Reports
"No Page Found" When Clicking on the MyInsights Tab in the Home page of CRM iRep	The user must have an active iPad profile-level VMOC for the Attachments object for the end-user profile.
"Object type 'HTML_Report_vod__c' is not supported" When CRM User Attempts Sync	Only enable the secondary VMobile Object Configuration (VMOC) for the Attachments object for profiles with Read access to the HTML_Report_vod object and Read FLS to the Profile_vod field.
Installation
Error: Insufficient Privileges	Error occurs When Installing WinModern in CRM Online
"Cannot Open Page" Reported by Safari After Clicking CRM iRep Install	On iOS 10 and later, this occurs if Installing Apps is restricted. This is done directly on the device or through Mobile Device Management (MDM) software.
"Unable to Install iRep at this Time" When Installing CRM iRep from the Online Link	The profile in a Sandbox does not match Production, the version of iRep in a Sandbox is archived, or the profile is expired.
"Untrusted Enterprise Developer" When Starting CRM iRep App on iPad	When attempting to open an Enterprise App for the first time (after iOS 9), users are informed that an untrusted app is being opened.
"Veeva CRM can't be opened using the Built-in Administrator account" in CRM Win Modern	Win Modern cannot be run using the built-in administrator account. Login with a normal user account and retry.
"No applicable approval process is found" When Clicking Submit for Approval Button for a CRM Online Event	One reason for this issue is the user does not have Field Level Security (FLS) on the Entry Criteria Not Met Message field of the Event Action.
Inventory Management
Action Not Allowed	Error occurs when Creating New Inventory Monitoring Record in CRM Online
"Insufficient access rights on cross-reference ID" When Creating CRM Medical Inquiry	The user does not have Edit access to the accounts in the territory. An account must have Edit access in order to make a Medical Inquiry against it.
Medical Events
Error: SObject row was retrieved via SOQL without querying the requested field: Event_Attendee_vod__c.EM_Attendee_vod__c	Error occurs When Clicking on an Attendee in CRM Medical Event Online
No applicable approval process is found	Error occurs When Clicking Submit for Approval Button for a CRM Online Event
Medical Inquiries
Insufficient access rights on cross-reference ID	Insufficient access rights on cross-reference ID - When Creating CRM Medical Inquiry
Multichannel Cycle Plan (MCCP)
Error: ExceededQuota: ApiBatchItems Limit Exceeded	Error occurs in the Multichannel Cycle Plan Admin Console in Veeva CRM
Error: Can't find meta data for field [OBJECT NAME].[FIELD NAME]	When Running MCCP job in Veeva CRM
Error: java.lang.NullPointerException	Error occurs When Running a Veeva CRM MCCP Job
Error: Credentials are invalid	Error occurs on the Visual Force Page of an MC Cycle Channel Record in Veeva CRM
Error: System.NullPointerException: Attempt to de-reference a null object	Error occurs When Creating a Business Event Target in CRM
"DUPLICATE_VALUE:duplicate value found: VExternal_Id_vod__c duplicates value on record with id: <Multichannel Cycle Plan id>" When Running Multichannel Cycle Plans Process in Online CRM	The field: VExternal_Id_vod__c should not be duplicate. The System sets the VExternal_Id_vod__c field in the MC_Cycle_Plan_vod__c object to prevent duplicate Cycle Plans in a single Territory for a Cycle. The value is Cycle_vod__c + __ + Territory_vod.
"Invalid_Query_Locator" in CRM Multichannel Cycle Plan (MCCP) job	Every MCCP job makes one request to the server. If there are 10 or more jobs (in which the owner is the same user of this MCCP job) running at the same time, Salesforce generates this error.
"No active cycle to be processed" When Running Multichannel Cycle Plans Process in Online CRM	One reason for this error is that the related records of MCCP have not been setup accordingly. For example, if there is no MCCP Target record for a specified MCCP, the error message occurs when running Multichannel Cycle Plans Process in Online CRM.
"NUMBER_OUTSIDE_VALID_RANGE" Occurs When MultiChannel Cycle Plan (MCCP) Job Fails in CRM	Adjust the value of the Product Interactions Goal. This is designed to set the length of Product_Attainment_vod__c to be 3. From the product perspective, the value of attainment should not exceed 999%.
Failed to Queue	Failed to Queue - When the Process Scheduler runs the Multichannel Cycle Plan (MCCP) Job
My Accounts
Error: A system error has occurred	An error occurs When Trying to Use CRM Edit Account Data Change Request (DCR)
Error: A System Error has occurred and Veeva Systems has been notified. Please try again.	An error Displays When Downloading Accounts Records As An Excel File From My Accounts Tab on CRM Online
Error: Unable to View Sphere of Influence in CRM: Unable to access this feature	Error occurs when attempting to view the Sphere of Influence
"Error Getting User Info" Appears on Pages or During CRM Sync	Veeva servers are not connecting to Salesforce servers.
"java.lang.NullPointerException" When Trying to Use CRM Edit Account DCR	A controlling field is defined on the user's page layout of the Account object. The user does not have Field Level Security (FLS) access to the controlling field. Without access to the controlling field, the Edit_Account_DCR_vod function is unable to retrieve the dependent field.
Metric Type on Metric Configuration does not match data type on Product Metrics (string)	Error occurs in CRM Account Ratings Section
My Schedule
Required Fields are missing	Error occurs when Scheduling a CRM Call in My Schedule
Network Integration
"500 Servlet Exception" When End-User Opens Network Account Search in CRM	The end-user is not assigned to any Territories.
"Failed to connect/login using FTPS client to { Network hostname } for { Network API username }" When CRM Subscription Job Runs	The reason for this error is that there is a % symbol in the password of the Network API user.
"User does not have permissions for the submitted country in Veeva Network" When User Adds a CRM Account to a Territory in Network Account Search	A Data Visibility Profile is missing from the Network Integration user's profile.
DCR-007 Outbound DCR Error: Field (Network Field API Name) Does Not Exist on Network Object (Object Name)	DCR-007 Outbound DCR Error: Field (Network Field API Name) Does Not Exist on Network Object (Object Name) - in All Network Field Mappings Validation Notes in CRM
Failed to login for orgid = 'Salesforce Org Id' due to lack of correct credential	Failed to login for orgid = 'Salesforce Org Id' due to lack of correct credential - When Adding Account From Network Account Search in CRM
Field name provided does not match an External ID, Salesforce Id, or Indexed field	Field name provided does not match an External ID, Salesforce Id, or Indexed field - During Network Subscription Failure
FAILURE: GENERAL: Required field is missing (corporate_name__v is required for HCO in region US)	Error occurs during CRM Data Change Request (DCR) Outbound Process
record type missing for Account	Error occurs when Adding CRM Account Using Network Account Search
Website data value too largWebsite data value too large:	Website data value too largWebsite data value too large - When Adding a CRM Account Through Network Account Search
Order Management
Error: This user is not allowed to create contracts	Error occurs When Creating Contracts in Veeva CRM
Error: Validation Errors While Saving Record(s)	Error occurs When Submitting An Order in CRM
Error: Kit Product is not supported	Error occurs When Saving a List Price Rule on Online CRM
Error: Not every remaining order quantity is 0	Error occurs When Splitting Order in CRM for iPad
No results shown	Order API Call Gives No Results in CRM
"Action not allowed" When Creating Sample Order Transaction Record on Online CRM	Veeva does not allow the creation of a Sample Order Transaction record from the Salesforce page. Sample Order Transaction record is created when a valid BRC is submitted in Call.
This Account cannot create orders	This Account cannot create orders - When the User Clicks New Order in CRM
VEEVA_CONTRACT_AFTER_UPDATE: execution of AfterUpdate	VEEVA_CONTRACT_AFTER_UPDATE: execution of AfterUpdate - Contract Cannot Be Activated or Unlocked in CRM
Reference Documents
Error: Download failed	When Downloading the File in the Document Tab of CRM iPad
Sample Management
Error: Required Fields Missing (lot_vod__c)	Error occurs When Syncing CRM iRep
Error: Required fields are missing: Lot_vod__C	Error occurs When Attempting to Submit a CRM Call
Error: Account is not authorized to receive the selected product at the selected address	Error occurs when sending BRC samples for addresses that require TDDD Licensing.
Error: STRING_TOO_LONG, Zip: data value too large	Error occurs When Creating a Sample Transfer in Veeva CRM
"Cannot update a submitted Sample Order" When Re-Submitting a Sample Order Transaction in Online CRM	Sample Order Transaction can only be submitted by the System Administrator.
"Sample_Inventory_Before_vod: data changed by trigger for field Owner ID: owner cannot be blank" When Creating Sample Inventory in CRM Offline	The user is missing Edit Field Level Security (FLS) access to the Inventory For (Inventory_For_vod__c) field on the Sample Inventory object.
The inventory must be synced before the record can be submitted online	The inventory must be synced before the record can be submitted online - When Chosing to Send and Receive in CRM
A system error has occurred	A system error has occurred - When Clicking on My Samples Tab in CRM
Action not allowed	Action not allowed - When Creating Sample Order Transaction Record on Online CRM
Your Account Does Not Have All The Required Permissions	Error occurs when Accessing My Samples Tab in CRM Online
SFDC
Error: Too Many SOQL queries	When Data Loading in Veeva CRM
Error: You Cannot Reuse a Standard Salesforce.com Name	When Renaming Custom Contract Tabs and Labels in CRM Online
Error: An internal server error occurs	When Creating a Lookup Relationship Field on a CRM Custom Object
Error: The data you were trying to access could not be found.	Error occurs When Saving a Record in CRM
Error: The URL can't be shown	Error occurs When Clicking Go Online Button After Enabling My Domain in CRM iPad
An internal server error occurs	Error occurs when Creating a Lookup Relationship Field on a CRM Custom Object
"CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY" When Uploading Survey Target records in Online CRM	Veeva trigger needs to find the account information in the importing file and use this account to create a survey target record. If there is no account on Online CRM, the error message displays.
"Duplicate Username, Another user has already selected this username" When Creating New Users in Salesforce	Usernames in Salesforce needs to be universally unique between all Orgs. The username must be changed in the org that it currently exists in.
Error converting value to correct data type: TRUE	Error occurs when Using Data Loader to Insert Data in CRM
"Error establishing connection to Salesforce" When accessing CRM Platform Online	Typically, the error occurs because the limit of API calls is reached in the user's ORG.
"Insufficient Privileges" on Shared Report on the CRM User Object	The user is missing the SFDC permission View Setup and Configuration.
Insufficient Privileges	Error occurs when Attempting to Navigate CRM After Login
Insufficient Privileges	Insufficient Privileges - when Accessing a Dashboard from CRM online
Insufficient Privileges	Error occurs when User Opens the Article Management Tab in CRM Online
Java Heap Space	Java Heap Space is Displaying error when Exporting Attachments
"Operation not valid for this user type" When Assigning the Product to User in My Setup Page	Users with Chatter External license are considered to be customers. These users have no access to Salesforce objects or data.
"The user license doesn't allow the permission SubscribeToLightningReports" When Deploying Packages to Salesforce	This is a known Salesforce issue that is currently being worked. Open a ticket with Veeva Support to contact Salesforce so that a fix can be applied to destination orgs.
"Too Many SOQL queries" When Data Loading in Veeva CRM	When data loading records into Veeva CRM, the recommend batch size needs to be followed.
"You reached the limit for dashboards run as the logged-in user" When Saving a New Dynamic Dashboard in CRM	Consider increasing the number of Dynamic Dashboards. Note: There is an additional cost to do so. Or, clear the Recycle bin for the deleted Dashboards. After this is done, the user should be able to create a new Dynamic Dashboard.
Can't Assign Permission Set to User	Can't Assign Permission Set to User - When Assigning a Permission Set to a User in CRM Online
Insufficient Privileges on Shared Report on the CRM User Object	Insufficient Privileges on Shared Report on the CRM User Object
OAuth Error You didn't complete the approval process before it expired. Please try again.	An end-user receives an error when attempting to log in
You Cannot Reuse a Standard Salesforce.com Name	You Cannot Reuse a Standard Salesforce.com Name - When Renaming Custom Contract Tabs and Labels
The data you were trying to access could not be found.	The error occurs when Saving a Record in CRM
#NAME?	#NAME? - When Extracting a CSV File From CRM Report
c__vod_embed: system.security.NoAccessException: You do not have sufficient privileges to access the controller: VOD_EMBED_CONTROLLER	Error occurs when User Opens CRM Online Page
Surveys
Error: This survey is only available on the following channels	Error occurs When Viewing A Survey Target Record in Veeva CRM
Error: Failed	Question Responses Occurs When Submitting Survey Answers On Online CRM
Error: This survey is only available on the following channels: Approved Email	Error occurs When Viewing a Published CRM Event Survey
Error: Invalid Data	Error occurs When Providing Suggestion Response in WeChat CRM
A system error has occurred and Veeva Systems has been notified.	Error occurs when creating Survey from CRM Online
CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY:VEEVA_BEFORE_SURVEY_TARGET_UPSERT: execution of BeforeInsert caused by: System.NullPointerException: Attempt to de-reference a null object Trigger.VEEVA_BEFORE_SURVEY_TARGET_UPSERT: line 46, column 1	When Uploading Survey Target records in Online CRM
Could not write assignments due to authentication error.	When Publishing a Survey in CRM Online
"Invalid Data. Record Type ID: this ID value isn't valid for the user: 012000000000000AAA" When trying to save a New Survey	The Survey does not have a default Record Type configured. 012000000000000AAA is a generic Record Type Id for the --Master-- Record Type.
"Failed to Query Data" When Publishing Survey Through the Use of MC Engine in Online	The profile of the integration user has not enabled Administrative Permissions View Setup and Configuration.
"Failed to save survey target" When Answering Questions for Existing CRM Targets	The Veeva (VOD) field types should not be changed. Ensure that Channels_vod field on the Survey_vod and Survey_Target_vod objects are set to a Text(255) field type.
Failed to find a user for the target. Target is assigned to the integration user.	When Publishing Survey in CRM Online
"Insufficient Access Rights on cross-reference id" When Clicking the Send To Employee button on CRM Advanced Coaching Report	The root cause of this issue is due to placement in the role hierarchy. If the manager user has a role that is the same level or falls under the end-user role in the hierarchy, this error is generated.
"Invalid Data. Integration is not properly configured, please contact your administrator" When Publishing a Survey in Online CRM	Territories_vod__c field is placed on the survey page. It requires the Multichannel engine to publish it.
"The survey is currently not available. Please try again later" When an Account Clicks on Survey Link in CRM Approved Email	The error occurs when the Survey Integration user is Missing Field Level Security (FLS) for the Question_Number_vod__c field in the Survey_Question object.
MALFORMED_ID: Survey Target: id value of incorrect type: surveyTargetId	Error occurs when submitting a Survey through Approved Email
Survey_vod__c: bad field names on insert/update call: Territories_vod__c	Error occurs When the Survey Administrator attempts to save a Survey record
"You do not have permission to mark this Coaching Report as complete" When Completing a Coaching Report in CRM iRep	The employee must have Edit permission to the Completed_Datetime_vod field and Report_Status_vod__c field on the Survey Target object.
View mode in Surveys without survey data	Error occurs when accessing Survey Detail page in CRM Online
Sync
Error: Unknown response:var ERROR_ENTER_VALUE = 'Error: You must enter a value'	Error occurs After Performing a CRM Sync
Error: MOCSaveError Database failed to save	When Syncing CRM iRep
Authentication Failure	Error occurs when User Logs into CRM iRep Following a Password Reset
Object Does Not Exist	Error occurs when CRM Object Deleted from Salesforce
unexpected token: ')' due to OwnerId IN ()	Error occurs in CRM Sync
[FIELD NAME] not found on entity	Error found in CRM Sync Tracking Log
Authentication failed. Please contact your system administrator	Error occurs when User Logs into CRM iRep
Cannot load call. You do not have access to the associated Account.	Error occurs when Opening a Medical Event in CRM iRep
Didn't understand relationship 'Tasks' in FROM part of query call	Error occurs when Performing CRM Sync
Didn't understand relationship <Field__r> in field path	Error occurs when Performing Veeva CRM Synchronization
Error: duplicate value found: External_Id_vod__c	Error occurs When Syncing CRM Affiliations Offline
Duplicate Affiliation	Error occurs When Using CRM Sync
Entity type cannot be updated: Accounts	Error Occurs when Syncing in CRM Offline
Error Domain = NSCocoaErrorDomain Code	Error Occurs when Syncing CRM Offline Device
Error: Exceeded 100000 distinct ids	Error occurs when syncing CRM for iPad
Error: [FIELD NAME] not found on entity	Error in CRM Sync Tracking Log
Error generating Activity Log	Error Occurs when Attempting to Download User Activity Logs
Error: unexpected token: AND	Error occurs During CRM Incremental Sync
Insufficient access rights on cross-reference id:xxxxxxxxxxxxxxxxxx	Error occurs when Syncing in CRM Offline
No response received from server for this object	Error occurs when Synchronizing Win Modern in CRM
No such column	Error Continuously Occurs With Different Fields in CRM Offline
No such column (Field_vod__c) on entity (Object_vod__c)	When Performing Veeva CRM Synchronization
No viable alternative at character	Error appears in CRM Activity Logs When Sync Fails
Record Type ID this ID value isn't valid for the user	Error occurs when Creating or Cloning a CRM Record
Error: Required fields are missing: [Call_vod__c]	Error occurs After Change in iPad Device Time Using CRM
Semi join sub-selects are only allowed at the top level	Error occurs when Using CRM Sync
Sync Failed null	Error occurs when Performing a CRM Sync
SyncWarning Illegal filter on Attachment	Error occurs when Using CRM Sync
System.StringException: Invalid id: a	Error reported in User Activity Log during CRM iRep Sync
There is more than 15,000 records to sync	Error occurs when Using CRM Sync
Top Level Object does not exist for :<object name>	Error occurs when Creating VMOC Record with Related to Top Level Type in CRM Online
Unable_To_Add_Event	Error occurs when Syncing CRM Offline Call Records
Unknown response:[ ]	Error reported in CRM Activity Log
Error: Upsert requires view all data on a non-unique custom index	Error occurs When Synchronizing CRM for iPad
Unknown response:var ERROR_ENTER_VALUE = 'Error: You must enter a value'	Error occurs after Performing a CRM Sync
Error: VOD_CALL2_AFTER_INSERT_TRIGGER: execution of AfterInsert caused by: System.StringException: Invalid id: <Truncated Id>	Error occurs During Veeva CRM Sync
You are attempting to synchronize greater than xxxxx accounts	Error occurs when Synchronizing CRM iRep or Windows
You do not have the level of access necessary to perform the operation you requested	Error occurs on Initial Sync in iRep, Win Modern
Your query request was running for too long	Error occurs during Veeva CRM Sync
Error: sObject type 'Veeva_Settings_vod__c' is not supported.	Error Occurs when Using Veeva CRM Sync
Error Domain=NSURLErrorDomain Code=-1001 "The Request Timed Out"	Error: Error Domain=NSURLErrorDomain Code=-1001 "The Request Timed Out" - During CRM Offline Sync
Error Domain=NSURLErrorDomain Code=-1005 "The network connection was lost."	Error: Error Domain=NSURLErrorDomain Code=-1005 "The network connection was lost."- During CRM Offline Sync
Territory Management
Error: You cannot delete the territory because at least one territory	When Deleting a Salesforce Territory Record in CRM
Error: Unable to Load Page	Error occurs Upon Editing the Territory Specific Field Record on the Account Page in Veeva CRM
Error: SESSION_TIMEOUT	Error Occurs During the Mass Assignment Job in Territory Utilities of Veeva CRM
Error: Unable to access this feature - Your account does not have all the required permissions	Error occurs When Trying to Assign an Account to a Territory Using the Assign Territory Button in Veeva CRM
Error: unable to obtain exclusive access to this record or 200 records	Error occurs When Running the Mass Assignment Rules From the Territory Utilities in CRM
"field name:id value of incorrect type" When Zip to Terr Fails in CRM	If there are fields on the Account and Zip to Terr objects with the same API name, the process fails with this error.
"Value does not exist or does not match filter criteria" When Running Territory Alignment from Territory Utilities in Online CRM	There is a Lookup Field filter defined on an Account. An Administrator modifies the filter so that the update does not reflect the filter criteria.
failed to save in SFDC: insufficient access rights on object id	failed to save in SFDC: insufficient access rights on object id - When User Tries to Create a DCR on an Account in CRM
unable to obtain exclusive access to this record or 200 records	unable to obtain exclusive access to this record or 200 records - When Running the Mass Assignment Rules From the Territory Utilities in CRM
Validation Rules
"InvalidSObjectFault [ApiQueryFault [ApiFault exceptionCode='INVALID_TYPE' exceptionMessage='sObject type '<Object Name>' is not supported" When Clicking Refresh Validation Rule Data Button in Validation Rule Administration Page in CRM Online	The error occurs because the object is deleted. There is still a VMobile Object Configuration(VMOC) record for the deleted object.
Unable to evaluate ERROR invalid date passed to MONTH function	Occurs in iRep Offline Validation Rule
Unable to evaluate ERROR Parameter 1 of IF is not a boolean: (null)	Error occurs in CRM iRep Offline Validation Rule
Unable to evaluate ERROR parameter for Text is nil	Error occurs in iRep Offline Validation Rule
Unable to parse ERROR Unexpected token in group expression Owner at index 27	Occurs in iRep Offline Validation Rule
Other
Error: Authentication failed. Please contact your system administrator	Error occurs When User Logs into CRM for iPad
"The system is undergoing maintenance" When syncing offline platforms or navigating to Veeva pages online, such as My Accounts.	If scheduled maintenance isn't being performed, open a ticket with Veeva Product Support.
"Error While Upserting Record [Mobile ID Of Record That Is Failing] Cause: Foreign Key External ID: [Value] Not Found For Field VExternal_Id_vod__c in Entity Product_vod__c" When syncing content from Vault.	The VExternal_Id_vod__c on the Product_vod__c record isn't populated and the value from the error needs to be added to that field before attempting to sync. '
"INVALID_FIELD_FOR_INSERT_UPDATE: Question_Response_vod__c: bad field names on insert/update call: Decimal_vod__c" When Submitting an Approved Email Survey in CRM Online	The survey integration user does not have Field Level Security (FLS) on the Decimal field on Question Response object.

Related Documentation:

Veeva CRM Help Documentation

Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

Video: Veeva CRM 22R2.1 Release Education

/hc/en-us/articles/8364336274843-Video-Veeva-CRM-22R2-1-Release-Education

2022-08-26 13:38:15 UTC

Introduction:

Review the features in the 22R2.1 Veeva CRM Release in our On-Demand Customer Education Module. Scroll further down the page to access the slides relating to the features in the release.

View the Release Notes.

Video:

Presentation (PDF)
Why is the Remove From Territory Button Appearing Online, But Not on CRM for iPad?

/hc/en-us/articles/7150969092123-Why-is-the-Remove-From-Territory-Button-Appearing-Online-But-Not-on-CRM-for-iPad-

2022-07-07 19:36:10 UTC
Question:

Why is a user able to see and use the Remove from Territory button Online on an Account, but the button is not available offline, on CRM for iPad?

Answer:

If the Remove from Territory button is working for a user when viewing an Account online, but the button is not displaying offline on iPad, please verify the following:
1. Verify the iPad-specific configuration related to VMOCs, Veeva Settings, and Veeva Messages as detailed in our Online Help. See the Related Documentation section below for the direct link.
2. Verify that the user's iPad CRM app is updated to the most recent version. The Remove from Territory button was first available on iPad as of the 221.3.100 release of iPad CRM.
Related Documentation:

CRM Help Documentation: Configuring Removing Accounts from Territories on iPad

Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
Vault Configuration Migration Package Deployment Guide

/hc/en-us/articles/6611450164507-Vault-Configuration-Migration-Package-Deployment-Guide

2022-06-28 17:44:21 UTC
Introduction:

With configuration migration packages, it is possible to migrate configuration changes or test data between two Vaults. This feature is particularly useful when the organization needs to configure and test in a Sandbox Vault, and then move those configurations into a Production Vault.

This guide provides the following topics:
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
CRM Territory Management 2.0 FAQ, Webinar, & Gap Analysis Document

/hc/en-us/articles/360034836113-CRM-Territory-Management-2-0-FAQ-Webinar-Gap-Analysis-Document

2022-06-01 18:20:50 UTC
Overview:

A replay is now available for the CRM Territory Management 2.0 Webinar from the Veeva Commercial & Medical Summit. This recording is applicable to all regions.
Veeva and Salesforce have collaborated on an in-depth technical guide to assist with analyzing and remediating parts of your Veeva CRM org to be compatible with TM 2.0.

The following documents are attached to the bottom of this article and should be referenced before and during your conversion to TM 2.0:
- TM2 Customer Information Session (Veeva Summit) pdf - A PDF version of the most recent Summit presentation on TM 2.0
- Territory Management 2.0 FAQ - Frequently Asked Questions about all things TM 2.0
- TM2 Gap Analysis Guide - Provides guidance and details on what will need remediation and how Veeva recommends remediating
- TM2 Data Migration Guide - Provides step-by-step instructions for moving your Territory Management data into the TM2 data model
You can learn Territory Management 2.0 skills by completing this Salesforce Trailmix!
Reference Materials:
- CRM Webinar Knowledge Collection
Correction: At 14:54 minutes into the video, the Salesforce TM2 object name is ObjectTerritory2Association and not ObjectTerritory2Assignment.

Attachments:
End-User Guide: Working with Documents in PromoMats & MedComms

/hc/en-us/articles/6196309666971-End-User-Guide-Working-with-Documents-in-PromoMats-MedComms

2022-09-02 16:52:31 UTC
Introduction:

The following article provides a grouping of related articles pertaining to a topic. The topic sections are collapsible/expandable by clicking the arrow to the left of the topic name.
Managing Document Versions (Expand to see related articles)

The following articles are related to the Document Versioning topic.
Working with Documents (Expand to see related articles)

The following information is related to Support Portal login queries.
Workflows and Tasks (Expand to see related articles)

The following information contains a list of articles about workflows and tasks.
Working with Renditions and Download Options (Expand to see related articles)

The following information is to the Renditions and Download Options(source document, signature pages etc.)
Working with Annotations(Expand to see related articles)

The following information is related to Link Document, Annotations, and topics related to this topic.
Working with Binders (Expand to see related articles)

The following information is related to Binders.
Working with Reports (Expand to see related articles)

The following information is related to Reports.
Related Documentation:

Vault Help Documentation: Vault Help for PromoMats

Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
What is the Significance of the Require Call Channel Custom Veeva Setting in Veeva CRM?

/hc/en-us/articles/5393226879259-What-is-the-Significance-of-the-Require-Call-Channel-Custom-Veeva-Setting-in-Veeva-CRM-

2022-08-15 16:40:41 UTC

Question:

What is the significance of the Require Call Channel custom Veeva Setting in Veeva CRM?

Answer:

The Require Call Channel custom Veeva Setting is implemented to allow System Administrators to demand end-users to make a Call Channel selection when recording a Call. This setting is also included in the Auto-Populating the Call Channel feature and needs to be set to True in order for the feature to function properly.

With the 22R1 release (April 2022), the setting is largely ignored by all Call Channel features since Call Channel is now required by default. The exception to this, however, is for offline devices that are not upgraded to 22R1. In this case, the CRM app on offline devices (still using 21R3 or older) are referencing the Require Call Channel custom Veeva Setting.

If using the Auto-Populating the Call Channel feature and end-users are not immediately upgrading offline devices to 22R1, it is recommended to set the Require Call Channel custom Veeva Setting to True.

Related Documentation:

CRM Help Documentation: Auto-Populating the Call Channel

Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
What Is The Expected Impact of Veeva Align Releases?

/hc/en-us/articles/115000100474-What-Is-The-Expected-Impact-of-Veeva-Align-Releases-

2022-08-24 17:09:22 UTC
Question:

What is the expected impact of a Veeva Align Release?

Answer:

The following are definitions of various Align releases:
- Major Release – This includes new functionality, product enhancements, and fixes to existing functionality. Releases are released to customer sandboxes prior to the production release.
- Minor Release – This is a planned release typically containing a small number of fixes or issues that are affecting customers. Sandboxes are typically updated three business days prior to Production instances.
- Hotfix Release – This is an unplanned release typically containing a small number of fixes or issues that are affecting customers. Both Sandbox and Production instances are updated at the same time for a Hotfix.
- System Maintenance – This is scheduled downtime for system infrastructure changes like server restarts. Veeva Align requires maintenance windows to release Veeva Vault upgrades.
Additionally, Align regularly releases upgrades to the Vault platform. These upgrades are not reflected in the Align version number, but are visible in Align in the Vault Information section of the Settings page in the Admin section.

During a Veeva Align and Veeva Vault release and maintenance window, the following impact occurs:
- The Align Vault instance(s) are not accessible using https://login.veevavault.com/ or Single Sign-On (SSO).
- All ongoing or scheduled end-to-end integration jobs are interrupted during the maintenance. This includes Import from CRM, Account Assignment Preview, Account Assignment Commit, and Push to CRM. Newly started jobs will not start.
- All End User commenced jobs are interrupted during the maintenance. This includes Vault Loader related operations, Align Dataloader Import tasks, Project publishes, Lifecycle updates and so on. Newly commenced tasks will not start.
In some cases, after an Align release is completed, the following impact may be experienced:
- Align's cache needs to be rebuilt. This can result in additional processing time for the first process run after an upgrade, such as an Assignment Preview."
To subscribe to Align Release notifications, please review the steps in: About Align Releases.

Related Documentation:

Align Help Documentation:
- About Align Releases
Veeva Trust Page:
- Veeva Trust
Veeva Support Portal:
- Veeva Product Support Portal
Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
Error: Approved_Document_vod__c is missing access on following required fields: Publish_Method_vod__c - When Approved Document Sync Fails from Vault to CRM

/hc/en-us/articles/8557598732827-Error-Approved-Document-vod-c-is-missing-access-on-following-required-fields-Publish-Method-vod-c-When-Approved-Document-Sync-Fails-from-Vault-to-CRM

2022-09-21 18:03:19 UTC

Overview:

Approved Document Sync from Vault to CRM fails. Failed jobs show on the Approved Email Administration Console page with the following error in the Message field:

Approved_Document_vod__c is missing access on following required fields: Publish_Method_vod__c

Root Cause:

In Veeva CRM version 22R2.0, a new field (Publish_Method_vod) was added to the Approved Document object for tracking the email publication method. As of this release, the Approved Email sync integration user requires Edit access to this field. Without access to the field, auto-published email fragments will not sync from Vault to CRM.

Solution:

Verify the Org's current Veeva version. Steps to do this can be found in this Knowledge Base article:
How to Find Veeva Version in CRM Online

If the Org is on any version below 22R2.0, please enter a ticket with Product Support to request that the Org be upgraded to the latest available version.

If the Org is on version 22R2.0 or later, please ensure that the Approved Email sync integration user has Edit access to the Publish_Method_vod__c field on the Approved Document object.

Related Documentation:

CRM Help Documentation: Publishing Method for Email Fragments

Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
Veeva CRM Approved Email Sending Domain Scenario: DKIM (TXT) Record Exceeding Char Limit

/hc/en-us/articles/6728338334875-Veeva-CRM-Approved-Email-Sending-Domain-Scenario-DKIM-TXT-Record-Exceeding-Char-Limit

2022-07-11 11:22:57 UTC
Question:

The DKIM (TXT) token value cannot be entered into the relevant field of the DNS Service Provider as the length exceeds the 255 character limit. What is the solution for this scenario?

Answer:

DNS TXT records do have a limitation. Strings must not be longer than 255 Bytes. In this case, it is required to split the string size of the record. Based on DKIM-related specifications, the value can be split up the following way:
```
"k=rsa; p=[string1]" "[string2]"
```
An example is as follows:

Original token:
```
"k=rsa; p=MIIBIjANBgkqhkiG9w0BAQEFAAOCAQ8AMIIBCgKCAQEAlnl9QMzQ745aSdRC/BImVs3GeW2GE4yLdIfB2aDf9fRKsXRMWGrYHcZdtGdjWN2ZoxdIRCIGoxCmrEQMwYFeD9tDxHIa2i3Mr87yJk5vWM4MjMXgGX+DR5EK/TO0++Rzx5rgOEhw8Gzp0aqBoozK2RUlUpaQvCzKzqTdD/1Ua2sM3eYvUOaM61AprWh1KfmOlz3wXIulQqQeS2HFZCxcwDeQrdqpB30WAIRskfY0uzmUSTQfFZRh/TYKChhrJTo9nYkSRKxPLwhJH+n+joL2KuTIyhrbHeWmxkh6BYLTSSum9l3ToeeevTGi7FrvFtkw6z+OZDREv8TIvXFMHK8vsQIDAQAB"
```
Split token:
```
"k=rsa; p=MIIBIjANBgkqhkiG9w0BAQEFAAOCAQ8AMIIBCgKCAQEAlnl9QMzQ745aSdRC/BImVs3GeW2GE4yLdIfB2aDf9fRKsXRMWGrYHcZdtGdjWN2ZoxdIRCIGoxCmrEQMwYFeD9tDxHIa2i3Mr87yJk5vWM4MjMXgGX+DR5EK/TO0++Rzx5rgOEhw8Gzp0aqBoozK2RUlUpaQvCzKzqTdD/1Ua2sM3eYvUOaM61AprWh1KfmOlz3wXIulQq" "QeS2HFZCxcwDeQrdqpB30WAIRskfY0uzmUSTQfFZRh/TYKChhrJTo9nYkSRKxPLwhJH+n+joL2KuTIyhrbHeWmxkh6BYLTSSum9l3ToeeevTGi7FrvFtkw6z+OZDREv8TIvXFMHK8vsQIDAQAB"
```
Notice the quotation marks. This is the format in which particular DNS Service Providers accept this token value.

The following site can be used to split the token: DNS record splitter

After entering the token value into the free text box, check the Use quoted format for Google Cloud DNS checkbox.
Notes:
- Specific DNS Service Providers do not require a space character between the two strings.
  For example, in Amazon Route 53, the DKIM record may be split up in the following way:
  "k=rsa; p=[string1]""[string2]"
- In case of doubt, be sure to check the documentation or instructions provided by the DNS Service Provider.
Related Documentation:

CRM Help Documentation:
- Creating a Sending Domain
Third-Party Documentation:
- DNS record splitter
- Amazon Route53 help article on the subject
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
Why is an Approved Email Template (Approved Document) Missing From the Approved Email Send Email Page in Veeva CRM?

/hc/en-us/articles/6521971576347-Why-is-an-Approved-Email-Template-Approved-Document-Missing-From-the-Approved-Email-Send-Email-Page-in-Veeva-CRM-

2022-07-18 08:11:37 UTC
Question:

Why is an Approved Document missing from the available templates a user can select on the Approved Email Send Email page of Veeva CRM?

Answer:

There are a number of reasons an Email Template/Approved Document may not appear in the list of available templates on the Send Email page. These are primarily related to the User's permissions, security, or access to the Approved Document record.

Admins should ensure the initial configuration for Approved Email end-users is complete, including all of the required Object Level Security (OLS) and Field Level Security (FLS) requirements.

Additional settings admins can enable (check) include:
- Record Type Access - Does the user have access to the required record type of the Approved Document?
- Sharing Rules - Is the document shared with the user? The user should be able to view the Approved Document record in Veeva CRM online.
- My Setup - Is the product listed on the Product_vod field of the Approved Document assigned to the user in My Setup?
- Product FLS - Does the user have access to the product listed on the Product_vod field of the Approved Document?
- Status - Documents not in Approved status will not display to the user unless the user is an Approved Email Content Admin. Documents in Staged status will display to the user if they are an Approved Email Content Admin.
Related Documentation:

CRM Help Documentation:
- Configuring Approved Email End Users
- Matching Products for Approved Email Content
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
How to Safely Change the Approved Email Sending Domain in Veeva CRM?

/hc/en-us/articles/6427224595099-How-to-Safely-Change-the-Approved-Email-Sending-Domain-in-Veeva-CRM-

2022-09-26 16:09:09 UTC
Question:

How can customers safely change the Approved Email sending domain in Veeva CRM, to avoid unexpected impacts of the organization-wide change?

Answer:

Note: If customers wish to stop using their current Approved Email sending domain and move to a new sending domain, the old sending domain must remain set up in Mailgun as well as the customer's DNS records in their hosting domain. For more information, see: Can a CRM Approved Email Sending Domain be Deleted from Veeva's Email Sending Partner?

Additionally, if a customer wants to stop using an existing Approved Email Sending Domain to send Approved Email, and instead wants to move to a new Sending Domain or subdomain, they must open a Support ticket with Veeva CRM Support to register a new Approved Email sending domain. Once the new domain is set up in Mailgun by Veeva CRM Support, the appropriate DNS records are set up by the customer in their domain hosting, and the DNS records have been validated by CRM Support, the customer can add the new sending domain to their Org and/or Email Templates.

In order to change the Approved Email sending domain in Veeva CRM without unexpected impacts, customers should be aware of the following:
1. If the Approved Email sending domain is changed in the Veeva CRM Approved Email Settings online, either at the global level or at a Profile-specific level, offline CRM users must run an Incremental Sync on their devices in order to sync down the domain change. A Database Refresh is not required.
2. If offline CRM users do not sync down a domain change made in Approved Email Settings online, any Approved Email, Approved Email feature, or Approved Email Entry Point will still work from the offline device but will use the previous Approved Email sending domain.
3. Approved Email sending domains can also be set on individual Email Templates, in Vault. The domain field must be mapped from Vault to CRM, and is then stored on the Email_Domain_vod__c field on Approved Documents in CRM. If this method is chosen to set a sending domain for a specific template, this sending domain will be used for the email instead of the Approved Email Domain set in Approved Email Settings. If customers change the sending domains on Email Templates, they must re-sync from Vault to CRM and have offline device users sync down the latest versions of the Email Templates to their devices.
In planning the timing of an Approved Email sending domain change, customers can either:
1. Have offline device users run an Incremental Sync as soon as possible after changing sending domains online so that users begin sending email with the new domain quickly, or
2. Allow offline device users to continue to send email from the previously configured sending domain until their next Incremental Sync.
If users decide to go with the first of these two options, customers should plan ahead with Sales Teams and other offline device users regarding a planned Incremental Sync. Customers can choose to temporarily freeze Users online or force users to run a Database Refresh using the Force Full Refresh field on the User records.

It is strongly recommended to test any options around scheduling a switchover to a new sending domain and the new sending domain itself in a Sandbox Org before making the change in Production. This includes testing Approved Email-related solutions such as Custom Triggers, Flows, Workflows, Approval Processes, and Process Builders.

Note: Debugging custom solutions is not within the scope of Veeva Support. In the context of this article, this also includes CRM Customer Org-wide impact analysis of an Approved Email sending domain change.

Related Documentation:

CRM Help Documentation:
Knowledge Base:
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
Is it Possible to Resend an Existing Email-Sent Email Record After It Failed to be Sent in Veeva CRM?

/hc/en-us/articles/236403667-Is-it-Possible-to-Resend-an-Existing-Email-Sent-Email-Record-After-It-Failed-to-be-Sent-in-Veeva-CRM-

2022-07-12 10:27:59 UTC
Question:

Is it Possible to Resend an Existing Email-Sent Email Record After It Failed to be Sent in Veeva CRM?

Answer:

Caution: This approach and solution are advised to be used in case of resolving special technical issues only. The steps below are not supposed to be executed as a standard, daily (Business as Usual) task. It is strongly recommended to send out a new email using the Out-of-the-box (OOTB) Veeva functionalities.

To resend the existing email, an associated Sent Email record, perform the following steps in order:
1. In the event, the Status_vod__c field is not Saved_vod, but for example, it is Failed_vod:
  The Status_vod__c needs to be changed to Saved_vod by changing its value to Approved_vod. The functionality automatically changes the Status_vod__c from Approved_vod to Saved_vod.
  This is the expected behavior due to the Approved Email Review functionality.
2. Clear the Failure_Msg_vod__c field.
3. Clear the Reviewer_vod__c and Review_Datetime_vod__c fields. These fields get populated due to the Approved_vod to Saved_vod change, which is expected. The Status_vod__c field will remain Saved_vod, so unchanged.
4. One hour is required to pass in regards to the Last Modified Date of the Sent Email record. The One Hour scenario is also the expected behavior.
5. Run the Approved Email process manually in Veeva Process Scheduler or wait for the next scheduled job to pick up the Sent Email record.
6. Be sure to check the Sent Email record if they are Sent then eventually Delivered and if there is an error message in the Failure_Msg_vod__c field.
If the affected Sent Email record is expected to be Delivered immediately - no Approved Email Review or Scheduling features are used - but the Status_vod__c remains Saved_vod without any error messages, this situation implies a configuration issue, which needs to be resolved.

It is technically possible to resend Sent Emails remaining in the Saved_vod status. To do so, change their Status_vod__c to Failed_vod manually and then perform the steps above, in the designated order.
However, in this specific scenario, instead, it is strongly recommended to have a new Sent Email record created using the Veeva functionality and Approved Email Entry point which originally did not work, examples are the Account Entry Point - Send Email Page, Consent Capture UI (Double Opt-in Confirmation), Engage Meeting, Call Entry points, and so on.

In case, the Unable to Process Email in 14 days error message is displayed, make sure that the Value of the Capture_Datetime_vod__c field of the Sent Email record is in the 14 days range - ahead or before - respectively to the value of the Created Date field of the Sent Email record, then repeat the steps above, in the designated order.

The Description of the automatically populated Capture_Datetime_vod__c field is as follows:
Capture_Datetime_vod captures the current time of the sent email creation. This is a server Date Time if captured online and a mobile time if captured offline.

In case, the Emails have been scheduled - Scheduled_Send_Datetime_vod__c is populated - Adjust the Capture_Datetime_vod__c in regards to the Scheduled_Send_Datetime_vod__c field on the Sent Email records.
Notes:
- This approach and solution are advised to be used only in case of resolving special technical issues. The steps below are not supposed to be used as a daily (Business as Usual) task. It is strongly recommended to send out a new email using the Out-of-the-box (OOTB) Veeva functionalities.
- The solution works for any Approved Email Entry points: Double Opt-in, Engage Meeting, Unsubscribe, Surveys, and so on.
- The solution works for Sent Email Records created on Online and Offline CRM Platforms.
- Data loading is a viable option, mass Sent Email record updates may be executed.
- In production organizations, resending Sent Email records is not considered a practical solution due to the HCPs receiving duplicate emails potentially, in the event the previously Sent Email record was actually delivered.
- It may be required to adjust the Email Config Values field and other relevant fields of the Sent Email records, depending on the exact scenario, situation, or issue. It is possible that new error messages display after the correction and resending attempts. These misconfigurations are required to be rectified.
- Be sure to check that the Approved Document associated with the Sent Email record is either Staged or Approved. In Production organizations, the associated Approved Document must be in the Approved state.
- It is strongly recommended to test the steps above with one Sent Email record first, by making the changes manually in the Salesforce UI in order to establish the action plan for the rest of the affected records.
Related Documentation:

CRM Help Documentation:
Knowledge Base:
- Why is There One Hour Delay for Particular Saved and Scheduled Sent Emails Records in Veeva CRM?
Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
Why do CLM Presentations Render Differently Across Platforms in Veeva CRM?

/hc/en-us/articles/7426786888731-Why-do-CLM-Presentations-Render-Differently-Across-Platforms-in-Veeva-CRM-

2022-07-27 23:08:24 UTC
Question:

The same presentation appears differently when displayed on iPad versus the Veeva CRM Desktop app, why is that?

Answer:

Differences in rendering engines on iPad, CRM Desktop, and CRM for Windows can create slight differences in rendering on different devices. For example, CLM on iOS uses Mobile Webkit, CLM on Windows uses Internet Explorer 11, and the Engage Media Desktop Player uses Webkit for Windows. Veeva recommends using HTML best practices to build content that can be viewed across a wide variety of browsers/devices, and testing the presentations in sandbox on the target devices. Different HTML editor applications can also provide more accurate representations of how content displays on different devices.

Content created via Vault's Create Presentation and Single-Doc Publishing addresses these inconsistencies and renders the presentation correctly in the CRM Engage media player and iPad.

Related Documentation:

CRM Help Documentation
Vault Help Documentation
- Using Single Document Multichannel Publishing (PromoMats & MedComms)
- Using Create Presentation (PromoMats & MedComms)
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
Why Don't CLM Filter Fields in the Veeva CRM Desktop App Match the Filter Fields on the iPad for the Same User?

/hc/en-us/articles/6984592310683-Why-Don-t-CLM-Filter-Fields-in-the-Veeva-CRM-Desktop-App-Match-the-Filter-Fields-on-the-iPad-for-the-Same-User-

2022-07-27 23:10:14 UTC
Question:

Why do the CLM Filter Fields on the Veeva CRM Desktop App not match those on the iPad?

Answer:

CLM Filter Fields are configured through Veeva Messages through a comma-delimited list of fields that act as filters.

CLM Filters on the Veeva CRM iPad App are configured on the Veeva Message corresponding to the user's language and locale settings in Veeva CRM. However, the Veeva CRM Desktop app selects the Veeva Message based on the user's Windows language and locale settings. If the user has language and locale settings on their Windows PC different from those set in CRM, (for example, English US in CRM and English UK on PC) and the Veeva Messages for en_US and en_GB have different filter fields configured, different filter fields will be available in the CRM Desktop app vs the iPad app.

To avoid this, ensure the user's language and locale settings in CRM are the same as their preferred language and region settings in Windows.

Related Documentation:

CRM Help Documentation
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
How to Navigate Between Slides in Slideshow View in the Veeva CRM Desktop App?

/hc/en-us/articles/5377559630491-How-to-Navigate-Between-Slides-in-Slideshow-View-in-the-Veeva-CRM-Desktop-App-

2022-04-14 19:48:43 UTC
Question:

How can users navigate between slides while in Slideshow view in the CRM Desktop App?

Answer:

When displaying a CLM Presentation in Slideshow view in the CRM Desktop App, users have two options to navigate between slides other than any navigation links built in the presentation itself such as arrows, home buttons, or topic buttons:
- Users can navigate to the next or previous slide using the left and right arrow keys on the keyboard, and exit the Slideshow View with the Esc key.
- Users can also right-click the current slide and choose these same navigation options, along with a shortcut to the last-viewed slide. The right-click menu also displays the keyboard shortcuts for navigation.
Related Documentation:

CRM Help Documentation: CRM Desktop (Windows)

Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
CLM or Engage Content Related Issues from the Perspective of Veeva CRM and Other Miscellaneous Configuration

/hc/en-us/articles/1260800823169-CLM-or-Engage-Content-Related-Issues-from-the-Perspective-of-Veeva-CRM-and-Other-Miscellaneous-Configuration

2022-05-04 15:20:40 UTC
Question:

CLM or Engage Content-related issues can occur due to Veeva CRM and other miscellaneous issues. What are these common issues? What maintenance steps have to be performed which can potentially resolve the unexpected behavior of the CLM / CRM Desktop CLM / Engage For Portals / Cobrowse content?

Answer:

The purpose of this article is to gather all relevant maintenance steps, configuration issues, and scenarios to assist in troubleshooting content-related misbehavior. Note that these items below do not substitute coding issues.

Be sure that the following pieces of configuration exist in the Salesforce Organization:
- The Veeva User Permissions Apex class must be assigned to the relevant end-user and System Administrator Salesforce Profiles. Assigning this Apex Class using Permission Sets is not supported.
- The Permission Set Support Veeva Setting must be enabled for the Organizational (Global) Veeva Setting and appropriate Profile Level Veeva Setting records.
  User Specific Veeva Setting records are not supported.
On any of the following platforms, misusing and misconfiguration of Shared Resource Key Messages may cause unexpected behavior.

CLM on CRM for iPad (iPad / iOS)
1. Be sure to upgrade iOS to the latest available version.
2. Be sure to upgrade CRM for iPad (iRep), to the latest available version.
3. Be sure to download and use the Latest available Veeva Library Javascript package.
  
  https://developer.veevacrm.com/api/CLMLibrary/
  https://cdnmc1.vod309.com/clm/release/veeva-library.js
4. It is recommended to use the com.veeva.clm namespace for all Veeva Javascript API calls.
5. Run the CLM Maintenance Steps in the CLM Administration tab.
  How to Perform a Complete Maintenance Refresh of Multichannel CLM/Approved Email/Engage Content in Veeva CRM / Veeva Vault?
6. Be sure that the end-user has Read Field Permission on the iOS Resolution field of the Key Message, in case, HTML Content is to be rescaled. Ensure to select the appropriate value. It is recommended to test the HTML content with all three picklist options available, in the event of a rescaling issue.
  Displaying HTML Content on Large Screen Devices
7. Be sure that the Allow Insecure Local File Access Multichannel (Profile-Specific) Setting is enabled.
8. Be sure to enable the Veeva_Settings_vod__c, Multichannel_Settings_vod__c and Approved_Email_Settings_vod__c VMOC records where the value of the Device field is iPad.
9. After any configuration changes, be sure to Clear the Veeva Cache in CRM Online and Run Database Refresh on the offline device in use.
  How to Clear the Veeva Cache Manually in Veeva CRM?
  How to Refresh the CRM iRep Database - These steps apply to WinCRM as well.
10. Be sure to test the content on a Physical iPad, as on an iRep Simulator the content may behave differently.
11. It is recommended to test on a later Device model to the iOS policy accordingly.
  iPad iOS Support Policy
12. In the event of a scaling issue, ensure to check for hardcoded CSS and HTML attributes controlling the width and height of the content.
CLM on CRM for Windows (Windows Surface / Windows Desktop / Windows Mobile Devices)
1. Be sure to upgrade Windows to a later version. (1909 or beyond)
2. Be sure to upgrade to the latest Graphics Card driver version.
3. Be sure to upgrade CRM for Windows (WinCRM) to the latest available version.
4. Be sure to download and use the latest available Veeva Library Javascript package.
  
  https://developer.veevacrm.com/api/CLMLibrary/
  https://cdnmc1.vod309.com/clm/release/veeva-library.js
5. The com.veeva.clm namespace must be in use for all Veeva Javascript API calls, in the event, WinCRM is the desired offline application.
6. Run the CLM Maintenance Steps in the CLM Administration tab.
  How to Perform a Complete Maintenance Refresh of Multichannel CLM/Approved Email/Engage Content in Veeva CRM / Veeva Vault?
7. Be sure that the Allow Insecure Local File Access Multichannel (Profile-Specific) Setting is enabled.
8. Be sure to enable the Veeva_Settings_vod__c, Multichannel_Settings_vod__c and Approved_Email_Settings_vod__c VMOC records where the value of the Device field is Winmodern.
9. After any configuration changes, be sure to Clear the Veeva Cache in CRM Online and Run Database Refresh on the offline device in use.
  How to Clear the Veeva Cache Manually in Veeva CRM?
  How to Refresh the CRM iRep Database - These steps apply to WinCRM as well.
10. In the event of a scaling issue, ensure to check for hardcoded CSS and HTML attributes controlling the width and height of the content. In the case of WinCRM, the iOS Resolution field of the Key Message object is irrelevant.
Note: Content code may need revision and optimization for Windows.

CLM on the CRM Desktop Application / Engage Participant Application
1. Be sure to upgrade Windows to a later version. (1909 or beyond is recommended), in the event the Windows Engage Host Application is in use.
2. Be sure to upgrade to the latest available Graphics Card driver version.
3. Be sure to upgrade the Veeva CRM Desktop app to the latest available version.
  Hosting an Engage Meeting Online
4. Be sure to upgrade the Veeva Engage Participant App to the latest available version.
  Joining as Engage Meeting as an Attendee
5. Be sure to upgrade to the latest available version of the Operating System which the Engage Participant App is installed on - Android OS, Windows, iOS.
6. Be sure to configure and install Microsoft Edge WebView2. The steps related to Microsoft Edge WebView2 are explained here.
7. Be sure to download and use the latest available Veeva Library Javascript package.
  
  https://developer.veevacrm.com/api/CLMLibrary/
  https://cdnmc1.vod309.com/clm/release/veeva-library.js
8. The com.veeva.clm namespace must be in use for all Veeva Javascript API calls in case the Windows Engage Application is in use.
9. Run the CLM Maintenance Steps in the CLM Administration tab.
  How to Perform a Complete Maintenance Refresh of Multichannel CLM/Approved Email/Engage Content in Veeva CRM / Veeva Vault?
10. Be sure that the Allow Insecure Local File Access Multichannel (Profile-Specific) Setting is enabled.
11. Be sure to enable the Veeva_Settings_vod__c and Multichannel_Settings_vod__c VMOC records where the value of the Device field is CRM Engage.
12. After any configuration changes, be sure to Clear the Veeva Cache in CRM Online.
  How to Clear the Veeva Cache Manually in Veeva CRM?
13. In the event of scaling issue, ensure to check for hardcoded CSS and HTML attributes controlling the width and height of the content. In case of the Veeva Engage Host Application on Windows, the iOS Resolution field of the Key Message object is irrelevant.
14. In the event there are content issues while using the Veeva CRM Engage Application, WinCRM can be used to potentially replicate the issue for debugging purposes, as both applications use the same platform.
Engage For Portals / Cobrowse Content
1. Be sure to upgrade the Web browser in use to the latest version.
2. Be sure to download and use the latest available Veeva Library Javascript package.
  
  https://developer.veevacrm.com/api/CLMLibrary/
  https://cdnmc1.vod309.com/clm/release/veeva-library.js
3. The com.veeva.clm namespace must be in use for all Veeva Javascript API calls in case of Engage For Portals / Cobrowse content.
4. Run the Maintenance Steps in the Engage Metadata Sync Administration tab.
  How to Perform a Complete Maintenance Refresh of Multichannel CLM/Approved Email/Engage Content in Veeva CRM / Veeva Vault?
5. Be sure that the Allow Insecure Local File Access Multichannel (Profile-Specific) Setting is enabled.
6. Be sure to enable the Veeva_Settings_vod__c, Multichannel_Settings_vod__c and Approved_Email_Settings_vod__c VMOC records where the value of the Device field is Winmodern and/or iPad.
7. After any configuration changes, be sure to Clear the Veeva Cache in CRM Online and Run Database Refresh on the offline device in use.
  How to Clear the Veeva Cache Manually in Veeva CRM?
  How to Refresh the CRM iRep Database - These steps apply to WinCRM as well.
8. In the event of scaling issue, ensure to check for hardcoded CSS and HTML attributes controlling the width and height of the content. In case of Engage For Portals / Cobrowse content, the iOS Resolution field of the Key Message object is irrelevant.
Note: Engage/CLM/Engage For Portals/Cobrowse Content Development are not within the scope of Veeva Support.

Related Documentation:

CRM Help Documentation:
CRM Help Documentation Content Creation Guidelines:
Multichannel Developer Documentation:
- https://developer.veevacrm.com/api/CLMLibrary/
- https://cdnmc1.vod309.com/clm/release/veeva-library.js
Knowledge Articles:
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.
How to Access Help and Support Resources for Veeva SiteVault?

/hc/en-us/articles/360041136113-How-to-Access-Help-and-Support-Resources-for-Veeva-SiteVault-

2022-09-20 17:55:35 UTC
Question:

As a SiteVault user, how can the Help and Support resources be accessed specific to SiteVault?

Answer:
1. Review the SiteVault Help page for documentation and how-to instructions on user-related actions.
2. From the SiteVault Help page, click on the Resources tab for training information, quick reference sheets, videos, and more.
3. From the SiteVault Help page, click on the What's New button to learn about the latest features and updates that are made to SiteVault.
4. Visit the SiteVault Free Youtube channel for tutorials and other information on SiteVault features.
While logged into SiteVault, the Help documentation and resources can be accessed at any time by clicking on the Help tab at the top of the page.

Note: Please do not utilize the resources on the Veeva Support Portal as they do not apply to SiteVault.

Related Documentation:

Veeva SiteVault Page: Veeva SiteVault website

Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.
How to Troubleshoot Common Merge Field Issues in Vault?

/hc/en-us/articles/5177484257947-How-to-Troubleshoot-Common-Merge-Field-Issues-in-Vault-

2022-04-08 16:25:50 UTC
Question:

How to troubleshoot common Merge Field issues in Vault?

Answer:

There are a number of issues that can arise concerning Merge Fields. This article helps the user troubleshoot these issues.

Common Issue #1: Token is blank in document viewer in Vault

When a document is uploaded and the merge field token is replaced and is left as a blank (in the document viewer), this issue can be due to the following:
1. Root Cause: The field that the token is referencing is not populated with a value prior to the document merging.
  
  Solution: Populate the field that the token is referencing. Either re-render the document or re-upload the document. If re-rendering, be sure that the Prevent Merge In Steady State field is disabled if the document is in the Steady State. This can be done by navigating to: Admin --> Settings --> Rendition Settings --> Merge Fields. Or, move the document to a non-Steady State.
2. Root Cause: The relationship between the field referenced by the merge field token and the document type does not exist.
  
  Solution: Be sure there is a relationship between the field referenced by the merge field token and the document type. One should be able to go from the field in the document info pane to the value the token is referencing. If not, there is an indication that the relationship does not exist. The user can create tokens with up to five (5) relationships. These tokens support both inbound and outbound object relationships.
Common Issue #2: Token is showing in the document viewer in Vault

When the document is uploaded and the merge field token is viewable in the document viewer, the issue can be due to the following:
1. Root Cause: The source document is not a Microsoft Word™ (DOCX only) or Microsoft Excel™ (XLSX) source file. These are the only file types that are compatible with the merge field functionality.
  
  Solution: Recreate the document in Microsoft Word™ (DOCX only) or Microsoft Excel™ (XLSX) and upload the document to Vault.
2. Root Cause: The Merge Fields shared field is not added to the document type. This is required for merge field functionality.
  
  Solution: Add the Merge Fields shared field to the document type that the document is classified as.
3. Root Cause: The merge field token syntax is not correct.
  
  Solution: Review the correct syntax that is listed in the Vault Help Documentation: Using Merge Fields for Microsoft Word™ & Excel™ and make corrections to the token. Re-upload the document to Vault.
Common Issue #3 Token did not update in the document viewer in Vault

When the document fails to update to a new value, the issue can occur due to the following:
1. Root Cause: Vault has the Prevent Merge In Steady State enabled and the document is in the Steady State. The value in the document field that the token is referencing is updated after the document is in the Steady State.
  
  Solution: Disable Prevent Merge In Steady State. This can be done by navigating to: Admin --> Settings --> Rendition Settings --> Merge Fields. Re-render the document. Or, move the document to a non-Steady State.
2. Root Cause: The Merge Fields document field is set to No prior to the document field getting updated.
  
  Solution: Be sure Prevent Merge In Steady State is disabled in Vault. Change the Merge Fields document field to Yes. Move the document to a non-Steady State.
3. Root Cause: The field the token is referencing is a related object field and that object field is updated. Updating a related object's fields does not trigger merge fields and thus the document is not updated. Only updating document fields triggers the document to merge and update.
  
  Solution: One option is to make the related object field a field on the document type. Or, be sure the field is populated prior to the document creation.
Related Documentation:

Vault Help Documentation:
- Using Merge Fields for Microsoft Word™ & Excel™
- Filtering & Sorting with Merge Fields
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.
Mobile Device Management and CRM Topics List

/hc/en-us/articles/4410586602139-Mobile-Device-Management-and-CRM-Topics-List

2022-05-18 15:05:55 UTC
Overview

The Veeva CRM Knowledge Base contains multiple articles on topics specific to or related to the use of Mobile Device Management (MDM) systems. This Topics List aims to centralize a list of those articles.

Topics List
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How Does MyInsights Studio Handle Sandbox Refreshes?

/hc/en-us/articles/7992221235227-How-Does-MyInsights-Studio-Handle-Sandbox-Refreshes-

2022-08-10 22:29:18 UTC
Question:

How does MyInsights Studio handle Sandbox Refreshes?

Answer:

To be added to a MyInsights Studio domain, a Veeva CRM Org - whether a Production org or a Sandbox - must be in Veeva's Managed Orgs list. Apart from allowing Veeva to apply automatic upgrades to Orgs, certain CRM functionality requires an Org to be in the Managed Orgs list. This includes MyInsights Studio.

While Production Orgs generally maintain the same Salesforce Org ID throughout the Org's existence, Sandbox Orgs are assigned a new Org ID each time they are refreshed. When the Sandbox is assigned a new Org ID, this breaks its connection to the Managed Orgs list and MyInsights Studio. So the new Org ID must be reconnected both to the Managed Orgs list and to the MyInsights Studio domain.

At this time, there is no automated functionality to reconnect an Org to the Managed Orgs List or to a Studio Domain when the Org is refreshed.

For this reason, when a Sandbox Org is refreshed, customers must open a CRM Support Ticket to request that the refreshed Sandbox Org be returned to the Managed Orgs list and reconnected to MyInsights Studio.
- In this request, customers should provide the username of the vadmin user for the Org and verify that the vadmin user's email address is valid. See the Related Documentation below for more information.
- If customers know the domain name of the MyInsights Studio Domain the Sandbox Org was previously attached to, they should provide it. Otherwise, providing the ID of any other Production or Sandbox Org that shared a MyInsights Studio Domain with the refreshed Sandbox will help our CRM Support Engineers determine the correct domain to reattach the refreshed Sandbox to.
- Customers can also include other information on the support ticket for the refreshed Sandbox, such as requesting reconnection of Engage Licenses, connection to the Engage Sandbox. or CLM Content relinking.
Related Documentation:

CRM Help Documentation:
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

MyInsights Studio Knowledge Collection

/hc/en-us/articles/5027788368283-MyInsights-Studio-Knowledge-Collection

2022-08-15 14:32:52 UTC

Introduction:

The following articles contain information on detailed functionality within MyInsights Studio
or information on getting started with MyInsights Studio:

Title

How to Use the Join Multiple Texts Function?

Veeva CRM and MyInsights Studio: The Sum Expression Does Not Work When Counting the Number of Records by ID

Video: Getting Started with Studio for MyInsights Creators

Defining MyInsights Page Layouts

Using Custom Display Elements

How Does MyInsights Studio Handle Sandbox Refreshes?

The following articles contain information on possible errors currently identified:

Title

Error: failure INVALID_TYPE: sObject type 'Profile' is not supported - When Clicking Deploy Tab in MyInsights Studio in CRM

MyInsights Content Cannot be Deployed in MyInsights Studio of Veeva CRM

MyInsights Dashboards Display 404 - Not Found Error After Sandbox Refresh In CRM

Related Documentation:

CRM Help Documentation:

How Can Admins Prepare A New/Newly Refreshed Sandbox to be Added to the Veeva CRM Managed Orgs List?

/hc/en-us/articles/8122041347867-How-Can-Admins-Prepare-A-New-Newly-Refreshed-Sandbox-to-be-Added-to-the-Veeva-CRM-Managed-Orgs-List-

2022-09-14 18:49:49 UTC
Question:

How can admins prepare a new/newly refreshed sandbox to be added to the Veeva CRM Managed Orgs List?

Answer:

Please follow the below instructions on a new or newly refreshed sandbox org in order for Veeva Product Support to add the org to the Managed Orgs List.
- Ensure the vadmin user's email address matches the following format:
  vadmin+[customername]@sfmail.veevacrm.com
  - Newly refreshed orgs may have .invalid appended to the email address. This should be removed. How to Make the Email Address of the Vadmin User in a New Refreshed Sandbox Be Valid Again?
  - Some orgs may send a confirmation email to the new email address once the email has been updated. Notify Product Support that the email has been sent.
- Admins should provide the following information in the ticket to Product Support:
  - New sandbox org ID
  - Parent (production) org ID
  - Old sandbox org ID (if this is a refreshed sandbox)
  - Vadmin user name
  - Vadmin email address
- Please also mention if you also need any of the following included:
  - Engage licenses migrated
  - CLM content relinked (CLM content not managed by Vault)
  - Re-attach MyInsights Studio domain
  - If you would like the org moved to the Engage Sandbox environment Supporting Engage Sandbox Releases
Note: Adding the sandbox to the Managed Orgs List may take up to 1 business day to complete once the above information is received by Product Support.

Related Documentation:

CRM Knowledge Base:
CRM Online Help:
- Supporting Engage Sandbox Releases
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
Why Does The Salesforce Mobile App Message Appear After Selecting The Go Online Button For Lightning-Only Users?

/hc/en-us/articles/6336579670939-Why-Does-The-Salesforce-Mobile-App-Message-Appear-After-Selecting-The-Go-Online-Button-For-Lightning-Only-Users-

2022-06-15 18:18:35 UTC
Question:

When selecting the Go Online button on the iPad device, users may end up with the Salesforce Mobile App message as shown below.

Answer:

Lightning-only users will need to use the Safari browser on iPadOS and MacOS when using Go Online as Salesforce does not support embedded browsers using WKWebView. This can be implemented using the Online_Tab_URL Veeva Message as described in the CRM Help Documentation referenced below. When this message appears, it is recommended that the Safari Web setting enables Request Desktop Website settings for All Websites.

There are a couple of options for accessing this setting:

Option 1: Access through the Safari Browser. Please note that with this Option you may need to enable the setting for each website accessed individually.
1. Select the "aA" icon on the URL in the Safari Browser and select the Website Settings option.
2. Enable Request Desktop Website.
Option 2: Access the iPad settings screen through the navigation below. This is a global setting that affects all websites visited through Safari.

iPad Setting --> Safari --> Request Desktop Site --> enable All Websites

Please review the articles below to ensure that the iPad Settings are configured correctly.

Related Documentation:

CRM Help Documentation: Using the Go Online Button

Knowledge Base Article: The Go Online Button Is Not Working in CRM for iPad

Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
Explanation of the Veeva Account Search Functionalities Across Various Veeva Products

/hc/en-us/articles/4502393258651-Explanation-of-the-Veeva-Account-Search-Functionalities-Across-Various-Veeva-Products

2022-07-18 17:03:36 UTC
Question:

The purpose of this article is to provide a clear differentiation across several Veeva Account Search functionalities of various products, visually assisted by screenshots. Certain functionalities are not considered out-of-the-box (OOTB). Details of the Non-OOTB Account Search functionalities are covered in What are Global Account Search (GAS) and Org Wide Account Search (OWAS) in CRM?

Answer:
1. OOTB Global Account Search (GAS) in Veeva CRM Online, Lightning Platform (22R1 Functionality):
2. OOTB Global Account Search (GAS) in Veeva CRM Offline, CRM For iPad (22R1 Functionality):
  
  This functionality may also be recognized from its Implicit Filters, Offline Platform screenshot:
3. Non-OOTB Global Account Search (GAS) in Veeva CRM Online, Salesforce Classic Platform:
4. Non-OOTB Org Wide Account Search (OWAS) in Veeva CRM Online, Salesforce Classic Platform:
5. Non-OOTB Org Wide Account Search (OWAS) in Veeva CRM Online, Salesforce Lightning Platform:
6. OOTB Network Account Search (NAS) in Veeva CRM Online, Salesforce Classic Platform:
7. OOTB Network Account Search (NAS) in Veeva CRM Offline (CRM for iPad):
8. OOTB Global Account Browse in Veeva CRM Offline (CRM for iPad):
9. OOTB Advanced Account Search in Veeva CRM Offline (CRM for iPad, CRM for Windows)
  
  This functionality has no specific UI, it is available as a built-in capability on the standard My Accounts page and Account lookups in Veeva CRM for iPad. When the ADVANCED_SEARCH_vod Veeva Setting is enabled, search strings produce results based on multiple fields, not just the Account name.
10. OOTB Veeva Align Targeting/Territory Feedback Global Account Search in Veeva CRM in Veeva CRM Online, Salesforce Classic Platform, Legacy Feedback Mode.
11. OOTB Veeva Align Targeting/Territory Feedback Global Account Search in Veeva CRM Offline, (CRM for iPad), Legacy Feedback Mode.
12. OOTB Veeva Align Targeting/Territory Feedback Global Account Search in Veeva CRM Online, SFDC Lightning Platform, Legacy Feedback Mode.
13. OOTB Veeva Align Targeting/Territory Feedback Global Account Search in Veeva CRM Online, SFDC Lightning Platform, Enhanced Feedback Mode.
14. OOTB Veeva Align Targeting/Territory Feedback Global Account Search in Veeva CRM Offline (CRM for iPad), Enhanced Feedback mode.
Notes:
- The OOTB Global Account Search and OOTB Network Account Search GUI look alike on CRM For iPad.
- The screenshots are used for informational purposes. Based on the requirements, the page elements may differ from the screenshots shown above.
- The presented data is not customer-specific.
Related Documentation:

CRM Help Documentation:
Align Help Documentation:
- Global Account Search in Targeting Feedback
Knowledge Base:
- What are Global Account Search (GAS) and Org Wide Account Search (OWAS) in CRM?
- Veeva Support Ticket Priority and Service Level Agreement (SLA)
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
What is the Difference Between Default Internal Access and Default External Access in Salesforce Sharing Settings?

/hc/en-us/articles/4419261990939-What-is-the-Difference-Between-Default-Internal-Access-and-Default-External-Access-in-Salesforce-Sharing-Settings-

2022-08-25 01:34:50 UTC
Question:

What is the difference between default internal access and default external access in Salesforce sharing settings and which sharing option Is relevant?

Answer:

Using these Sharing Options in an appropriate way results in unexpected record visibility. For this reason, it is relevant to understand the differences between these two options, as there is a possibility to confuse both sharing options.

Example:

In the event, Public Read/Write is set for the Default External Access column for the Call object instead of the Default Internal Access where it is set to Private. It may be perceived that there is Private visibility on the Call object. But in fact, there is Public/Read-Write.

Review the Salesforce Documentation: When to Use an Internal or External License.

Currently, the Default Internal Access option is relevant in most Veeva Customer Salesforce organizations. This involves the Salesforce Licence, Salesforce Platform licenses as examples. The Sharing button does not check for or does not differentiate between these Sharing options.

Related Documentation:

Salesforce Help Documentation:
- Salesforce Documentation: When to Use an Internal or External License.
Knowledge Base:
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
What are Global Account Search (GAS) and Org Wide Account Search (OWAS) in CRM?

/hc/en-us/articles/1260804180309-What-are-Global-Account-Search-GAS-and-Org-Wide-Account-Search-OWAS-in-CRM-

2022-07-18 17:04:40 UTC
Question:

What are Global Account Search (GAS) and Org Wide Account Search (OWAS) in CRM?

Answer:

The Classic CRM Global Account Search tool is a code baseline that Veeva customers can use to allow end-users to search for and assign any accessible Accounts to their own Territories. Customers have their unique requirements regarding this functionality.

For this reason, The Global Account Search code needs to be customized and potentially extended to meet the business requirements of each customer.

With the enablement of Enterprise Territory Management (TM 2.0), and gradual transition to Salesforce Lightning, Veeva Services no longer supports standard GAS which is superseded by the Org Wide Account Search functionality. Veeva Services continues to provide support for OWAS.

Customers have the option to either update the standard GAS code to continue using it in TM 2.0 on their own responsibility or opt-in for OWAS. Both functionalities can coexist in CRM.

As these solutions are not out-of-the-box (OOTB), they are not within the scope of Veeva Product Support. This involves changes in the code and the resulting impact on CRM.

In the event any doubt arises about finding the appropriate Veeva contact, customers are required to reach out to their Account Executive for further assistance.
Notes:

Classic CRM GAS and OWAS are not to be confused with the following Veeva OOTB functionalities:
- Global Account Search (22R1 OOTB functionality)
- Veeva Align Global Account Search in Territory/Targeting Feedback
- Veeva Network Account Search (NAS)
- Veeva Global Account Browse (GAB)
- Veeva Advanced Account Search
The following Knowledge Article provides screenshots in order to differentiate among the Search Account features: Explanation of the Veeva Account Search Functionalities of Various Veeva Products
Related Documentation:

CRM Help Documentation:
Align Help Documentation:
- Global Account Search in Targeting Feedback
Knowledge Base:
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.
What are Veeva Managed Orgs in CRM?

/hc/en-us/articles/360001914913-What-are-Veeva-Managed-Orgs-in-CRM-

2022-08-10 22:05:21 UTC
Question:

What are Veeva Managed Orgs?

Answer:
Managed Orgs:

Veeva Manages many Sandbox and Production orgs for our customers as part of the standard

upgrade and release process of Veeva CRM. Each of these orgs are automatically upgraded by

Veeva for each release and patch. This includes the Veeva CRM application and any content

and reporting data the customer may be using with that org. We refer to these orgs as Veeva

Managed Orgs. Any customer org, Sandbox, QA, or Dev can be registered to be managed by Veeva.
Managed Orgs receive:

Automatic Upgrades

Content preservation on moves (Support case needed to Migrate CLM)

Reporting data preservation on moves

Notifications of planned upgrades and patches for these orgs
Unmanaged Orgs:

Many Customers also have additional Dev and QA orgs that are not registered with Veeva

and therefore are not managed. These orgs are not automatically upgraded by Veeva. It is

the responsibility of the customer to manually upgrade these orgs and to maintain the associated

content and reporting data. Veeva refers to these orgs as Unmanaged Orgs.

Unmanaged Orgs:
- Manually Upgraded by Customers
- Content and reporting data is not managed and can be cleared at any time with an org refresh
- Upgrades and patches
- Not included in release notifications
The following CRM functionality requires the customer org to be in Veeva Managed Orgs:

Approved Email License Management

Configuring Concur Sync

Call Activity Data Loading Process

Virtual Events

Lightning Ready

MyInsights Studio

Events Management (please refer to this Knowledge Base article: Error: An error has occurred - Appears in Recent Events of Speaker Selection in CRM for iPad)
Note: Because upgrades are handled by customers manually and may not be up to

date, Veeva reserves the right to discontinue support of very old versions of CRM.

There is no additional cost to have orgs registered as Managed and Veeva encourages all

customers to register all their Veeva Orgs regardless of the environment as this ensures excellent Veeva service.

To request an Org to be Managed, open a new Support Ticket and provide the Vadmin username.
Related Documentation:

CRM Help Documentation:
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.
What are the Currently Supported Data Change Request Configurations in Veeva CRM and Veeva Network?

/hc/en-us/articles/4896659115547-What-are-the-Currently-Supported-Data-Change-Request-Configurations-in-Veeva-CRM-and-Veeva-Network-

2022-06-29 21:14:40 UTC
Question:

What are the currently supported Data Change Request configurations?

Answer:

The currently available Data Change Request (DCR) configurations are as follows:
- Decoupled DCRs: DCRs that are created and do not leave CRM for review of approval or rejection. This requires the custom Veeva Setting Data Change Request Mode:1 and custom Network Setting Customer Master Mode:0
- DCRs that integrate with Network: DCRs that are created and go to Network for review of approval or rejection. This requires the custom Veeva Setting Data Change Request Mode:1 and custom Network Setting Customer Master Mode:1
- DCRs that integrate with an external system other than Network: DCRs that are created and go to an external system other than Network for review of approval or rejection. This requires the custom Veeva Setting Data Change Request Mode:1, custom Network Setting Customer Master Mode:0, and a configured Veeva Message THIRD_PARTY_MANAGED_ACCOUNT_TYPES that points to the corresponding custom Network Setting
- DCRs and Unverified Record Creation: DCRs that are created and go to Network for review of approval or rejection and the records are created at the same time to allow the user to act upon them while the DCR is pending approval or rejection. This DCR configuration is only available with Veeva Network. This requires the custom Veeva Setting Data Change Request Mode:2 and custom Network Setting Customer Master Mode:1.
Related Documentation:

CRM Help Documentation:
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
With NAS Filters Configured, Why Are Results Appearing in Network Account Search That Should Not Appear?

/hc/en-us/articles/4415320644763-With-NAS-Filters-Configured-Why-Are-Results-Appearing-in-Network-Account-Search-That-Should-Not-Appear-

2022-06-29 21:14:40 UTC
Question:

With NAS Filters configured, why are results appearing in Network Account Search that should not?

Answer:

After configuring the custom setting, NAS Filters, in Network Settings, unexpected results appear when a user performs a Network Account Search (NAS). The cause of such results can be explained by one or more of the following points:
- The end-user does not have Read FLS to the NAS_Filter_vod__c field on the User object and/or the integration user does not have Edit FLW to the NAS_Filter_vod__c field on the User object.
- The value in the NAS Filters custom Network Setting is not properly formatted. The value populated in this setting should be in the form of an API Search Parameter. An example of a properly formatted Search Parameter: &filters=hcp.specialty_1__v:ON&filters=hco.major_class_of_trade__v:32,4
- The end-user's profile has a profile-specific Network Settings and the NAS Filters custom setting is not populated in the profile-specific Network Settings.
Related Documentation:

CRM Help Documentation: Network Account Search

Network Help Documentation: Network API Reference

Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
What are Common Acronyms Used in Veeva CRM?

/hc/en-us/articles/115000181093-What-are-Common-Acronyms-Used-in-Veeva-CRM-

2022-04-25 15:48:00 UTC
Question:

What are common acronyms used in Veeva CRM?

Answer:
- AE - Approved Email
- AOC - Acknowledgement of Content
- API - Application Programming Interface
- ATL - Account Territory Loader
- BRC - Business Reply Card
- CLM - Closed Loop Marketing
- CRM - Customer Relationship Management
- DCR - Data Change Request
- EM - Events Management
- FLS - Field-Level Security
- HCO - Health Care Organization
- HCP - Health Care Provider
- KM - Key Message
- KOL - Key Opinion Leader
- LOV - List of values
- MC - Multichannel
- MCCP - Multichannel Cycle Plan
- MDM - Mobile Device Management
- MIRF - Medical Inquiry Request Form
- NAS - Network Account Search
- NAW - New Account Wizard
- OS - Operating System
- SFDC - Salesforce.com (SalesForce Dot Com)
- SLT - Sample Limit Template
- SOI - Sphere of Influence
- SSO - Single Sign-On
- TSF - Territory-Specific Field
- UI - User Interface
- VMOC - VMobile Object Configuration
Related Documentation:

CRM Help Documentation: N/A

Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
How to Determine Why an End User Has Access to a Record in Salesforce.com (SFDC)?

/hc/en-us/articles/115003240288-How-to-Determine-Why-an-End-User-Has-Access-to-a-Record-in-Salesforce-com-SFDC-

2022-04-11 21:57:24 UTC
Question:

How to determine why an end-user has access to a record in Salesforce.com (SFDC)?

Answer:

To determine if an end-user has access to a record in SFDC, follow these steps (Open the images in new tabs in order to read them):
1. Access the sharing detail of the record, by clicking on the Sharing button.
  The sharing detail page is displayed:
2. Click on the Expand List button.
  On the next page, all of the end-users who have access are displayed.
3. Click on the Why? button to view the exact access explanation:
Alternatively, if the Sharing button is not placed on the layout, the following links can be used to access the page:
- For accounts: (SFDC instance link)/p/share/AccSharingDetail?parentId=(id of the record)
- For custom objects: (SFDC instance link)/p/share/CustomObjectSharingDetail?parentId=(id of the record)
Note: Be sure to check and consider the Default Internal Access and Default External Access Sharing Setting Options, as the Default Internal Access Sharing option is the relevant one in most cases in Sharing Settings. The Sharing button does not check for / does not make difference between these Sharing options.

Related Documentation:
CRM Help Article:
- Why User Receives Insufficient Privileges Error When Trying to Access The Sharing Detail Page?
Knowledge Base:
- What is the Difference Between Default Internal Access and Default External Access in Salesforce Sharing Settings? Which Sharing Option Is Relevant?
- How to Locate the SFDC ID of a Record in Veeva CRM (Salesforce)?
Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

Thank you
Survey Not Available For Survey Target Creation Online in CRM

/hc/en-us/articles/6308492504219-Survey-Not-Available-For-Survey-Target-Creation-Online-in-CRM

2022-06-15 18:30:38 UTC
Overview:

A survey does not display when an end user selects New Survey Target from the Survey Target related list on the Account page even though the following conditions are true:
- The Survey Publish Apex Veeva Setting is 1
- The user has all required permissions for creating survey targets
- Fields on the survey contain the following values:
  - Status_vod: Published_vod
  - Open_vod: true
  - Channels_vod: CRM_vod
  - Assignment_Type_vod: Territory_vod
- The user's assigned territory is included in the Territories_vod field on the survey
- The account is accessible to the user and aligned to a territory included in the territory assignment
Root Cause:

There are two fields on the Survey_vod object that share the same label:

When the Survey Publish Apex Veeva Setting is equal to 1, the survey is published using the MC Engine and only the Territories_vod field should be populated.

If both the Territory_vod and Territories_vod fields are populated, this is considered a misconfiguration and will result in unexpected behavior.

Solution:
Confirm that only the Territories_vod field is being used. If the Territory_vod is populated, clear this value and republish the survey.

Note: A survey will still display offline when both the Territory_vod and Territories_vod fields are populated. This is expected behavior due to a validation rule that only runs online and should be considered a platform difference.

Related Documentation:

CRM Help Documentation:
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

What Determines the Visibility of the System-Generated "--None--" option on Radio or Picklist Type Survey Questions in CRM?

/hc/en-us/articles/4416642566299-What-Determines-the-Visibility-of-the-System-Generated-None-option-on-Radio-or-Picklist-Type-Survey-Questions-in-CRM-

2022-07-07 17:22:33 UTC

Question:

What determines the visibility of the system-generated "--None--" option on Radio or Picklist type survey questions in CRM?

Answer:

When a survey is viewed offline, there is no "--None--" option for the Radio question type, regardless of whether the question is required or not. However, if the question is not required and the user does not want to submit an answer to that question, they can leave it blank or deselect their answer by clicking on the selected radio button.

On Picklist question types, there is a "--None--" option available only if the question is not required. Required Picklist question types will not have a "--None--" option, as this ensures that users are capturing required information.

When a survey is viewed online, the "--None--" option displays for both Picklist and Radio question types, regardless of whether the question is required or not. This is because, unlike offline behavior, once a selection is made it is unable to be deselected.

Although the "--None--" option displays on both question types online, it is only a valid answer for non-required questions. If the user answers "--None--" to any required questions, an error will prevent them from submitting the survey.

When the system-generated "--None--" option is selected, the value of the Response_vod__c field on the Question_Response_vod__c object will be an empty string (""). "--None--" will not be visible as an answer option while viewing data from the survey page and will therefore not be counted against the % Frequency.

The following table lays out the behavior of the "--None--" option for Radio and Picklist survey questions in Online/Offline and Required/Not Required scenarios:

Question Type	Online	Offline	Question Required?	Visible	Error on Submit
Radio	X		X	X	X
Radio	X			X
Radio		X	X
Radio		X
Picklist	X		X	X	X
Picklist	X			X
Picklist		X	X
Picklist		X		X

Related Documentation:

CRM Help Documentation: Creating Survey Questions

In Order to Troubleshoot Sync Related Issues, How Can a CRM System Administrator Download the Synchronization Activity Log of an End User in Veeva CRM?

/hc/en-us/articles/115000543693-In-Order-to-Troubleshoot-Sync-Related-Issues-How-Can-a-CRM-System-Administrator-Download-the-Synchronization-Activity-Log-of-an-End-User-in-Veeva-CRM-

2022-08-15 22:22:52 UTC
Question:

How Can a CRM System Administrator Download the Synchronization Activity Log of an End User in Veeva CRM? This article covers the steps of finding the Sync errors as well.

Answer:

Analyzing the Activity Log of an end-user is usually the first step to troubleshoot Sync issues on any offline CRM platforms.

CRM System Administrators are able to view the following:
- One Day of Activities
- The last Seven Days of Activities
- The last Thirty Days of Activities.
To access these Sync Activities, follow these steps:
1. Navigate to: Setup--> Administer--> Manage Users --> User.
2. Select the end-user in question which in turn leads to its record detail.
  It is also possible to directly access the record detail of an end-user via its SFDC ID, or by searching for the username of the end-user in the Advanced Search located on the top left. Depending on the configuration, a Search Bar appears on the top left instead, which can also be used.
3. On the record detail of the end-user scroll down to the Custom Links section.
  From this section, Activity logs can be downloaded for the Last Day, Last 7 Days or Last 30 Days.
4. These downloaded files are going to be .xlsx files, and are required to be opened by Microsoft Excel / Libre Office / Open Office etc.
In order to locate the sync errors, follow these steps in Microsoft Excel (These steps may vary in other programs capable of opening .xlsx files).
1. Open the file
2. Add a Filter on the Column name Process, which is usually going to be the G Column.
3. In the Text Filter, select the Contains option.
4. Type in error.
Screenshot representation of these steps:

The result contains all rows with the sync errors:

Notes:
- When it comes to troubleshooting Sync problems, another common object to check its records for is the Sync Tracking object.
- The presented data is not customer-specific.
- There are other ways to filter on errors.
Related Documentation:

CRM Help Documentation:
- Sync Overview
Knowledge Article:
Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.
How to Create a Veeva Product Suggestion (Enhancement Request) Within the Community?

/hc/en-us/articles/360002389974-How-to-Create-a-Veeva-Product-Suggestion-Enhancement-Request-Within-the-Community-

2022-09-13 13:15:10 UTC
Question:

How to create a Veeva Product Suggestion (Enhancement Request)?

Answer:

We encourage Veeva customers to make Product Suggestions by creating a post within the respective Product Community:
Community Post Recommendations

Refer to the Product Support Community Participation Guidelines when posting a question or product suggestion to the Community. These guidelines identify recommendations for how maintain the friendliness & courteous nature of the community.

Vote for a product Feature

Our Product teams review all posts for the planning of a development roadmap for future Vault releases. Customers have the opportunity to add their voice behind these ideas through voting to let Veeva know that a particular feature is popular. On each post you read, use the Up or Down arrow to add your vote to these posts:

Post Status Indicators

A status is added to each community post to let the customer know if the feature is Planned or Not Planned. In addition, an Answered status determines that an answer is provided by Veeva staff. Note: Each Veeva staff member is identified by a title next to their name. The In-Progress status determines that the post is being worked and may need more input from the customer.

In the following example, the post is Answered by Veeva Staff. It has one vote for this product enhancement (The number of votes indicates the popularity of that suggested feature), and there are three comments within the post (from the originator, Veeva staff, and possibly another customer):

Note: The user must have a Support Portal login account in order to post to the Community.

Related Documentation:

KB Article: How to Request a Support Portal Account for a New User?

Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.

Veeva Product Error Reference Guides

/hc/en-us/articles/5394205076123-Veeva-Product-Error-Reference-Guides

2022-04-28 20:44:50 UTC

Summary:

The following table lists reported errors for Veeva products.

Guide name

Align Error Reference Guide

CDMS Error Reference Guide

CRM Error Reference Guide

Vault Error Reference Guide

Veeva Vault PromoMats Error Reference Guide

Veeva Network Error Reference Guide

Product Support Portal

Veeva Product Support Portal

Search the Knowledge Base

Welcome to the Veeva Product Support Portal!

Welcome to the Veeva Product Support Portal!

Featured & New Articles

What's Happening

Veeva Certified Integration Requirement

Prerequisites to Certified Integration

The following information is related to Support Portal login queries.

The following information is related to PromoMats Login:

The following articles cover the Delegate Access topic.

User Profile links:

The following information provides a list of known errors in PromoMats:

The following information lists commonly used articles:

The following list of articles provides with an overview of the filtering and searching features.

The following information provides a list of tools, applications and browser.

Technology Partner Onboarding Guide

The following articles are related to the Document Versioning topic.

The following information is related to Support Portal login queries.

The following information contains a list of articles about workflows and tasks.

The following information is to the Renditions and Download Options(source document, signature pages etc.)

The following information is related to Link Document, Annotations, and topics related to this topic.

The following information is related to Binders.

The following information is related to Reports.