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Vault EDC Featured Article

/hc/en-us/articles/360056031774-Vault-EDC-Featured-Article

2020-10-16 17:23:00 UTC
Introduction:

The articles below contain the most reported issues from End-Users as well as the most frequently accessed articles for Veeva Vault PromoMats:
- Vault EDC Most Frequently Accessed Articles
Veeva Align Featured Article

/hc/en-us/articles/360057836773-Veeva-Align-Featured-Article

2020-10-15 21:16:50 UTC
Introduction:

The article below contains the most frequently accessed articles for Veeva Align:
- - Veeva Align Most Frequently Accessed Articles
  - Veeva Align Notification and Education Guide
Veeva Network Featured Article

/hc/en-us/articles/360057834993-Veeva-Network-Featured-Article

2020-10-15 21:14:30 UTC
Introduction:

The article below contains the most frequently accessed articles for Veeva Network:
- - Veeva Network Most Frequently Accessed Articles
Veeva Vault Featured Article

/hc/en-us/articles/360055874133-Veeva-Vault-Featured-Article

2020-10-15 21:18:46 UTC
Introduction:

The article below contains the most reported issues from our users as well as the most frequently accessed articles for Veeva Vault:
- - Veeva Vault Most Frequently Accessed Articles
  - Veeva Vault Educational Resource Library
Veeva CRM Featured Article

/hc/en-us/articles/360054080614-Veeva-CRM-Featured-Article

2020-10-15 21:17:43 UTC
Introduction:

The article below contains the most reported issues from our users as well as the most frequently accessed articles for Veeva CRM:
Upgrade CRM Before Updating iPad or iPhone to iOS 14

/hc/en-us/articles/360053555834-Upgrade-CRM-Before-Updating-iPad-or-iPhone-to-iOS-14

2020-10-15 17:54:35 UTC
If users are on the latest released version of CRM on iOS (iRep) 202.1.200, it was available on Sept 10.

iOS 14 is supported as described in the Release Notes. No user action required. CRM works as expected on iOS 14.

If users upgrade to iOS 14 before upgrading to CRM 202.1.200, manual action is required.

Users will not be able to login to CRM (the app will crash).
- The user must upgrade CRM
- If distributed using MDM, customer IT Ops must push down the latest CRM version
- If not distributed using MDM, the user must login to CRM using the iPad browser and manually click the iRep install link
Related Documentation:

About 20R2.1 Release Notes

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 Vault Educational Resource Library

/hc/en-us/articles/360013243773-Veeva-Vault-Educational-Resource-Library

2020-09-16 16:38:36 UTC

Introduction:

This is a collection of Veeva Vault Educational Resouces. Please reach out to your Customer Success Manager directly or email VaultCustomerSuccess@veeva.com if you would like further information and/or a demonstration of any Vault features.

For more Knowledge Base article collections, see the Veeva Support Knowledge Collection Reference Guide.

Content List by Section

V20R2 Release Deep Dives

V20R1 Release Deep Dives

V19R3 Release Deep Dives

This section provides detailed information on new features & enhancements introduced with the Vault release. Click on any item in the list below to view contents.

V19R2 Release Deep Dives

This section provides detailed information on new features & enhancements introduced with the Vault release. Click on any item in the list below to view contents.

V19R1 Release Deep Dives

This section provides detailed information on new features & enhancements introduced with the Vault release. Click on any item in the list below to view contents.

V18R3 Release Deep Dives

This section provides detailed information on new features & enhancements introduced with the Vault release. Click on any item in the list below to view contents.

Annotations

Annotations (slide deck)

API

API Deep Dive Video, Slide Deck and Q&A

Approved Email

Auto Claims Linking

BEE Email Editor

Binders

Binders (slide deck)

Brand Portal

CLM Resolution for Large Screen iPads

Collaborative Authoring

Dam

Vault PromoMats Digital Asset Management (DAM) Capabilities

Global Create Button

Unified Create Button

InDesign Rendering & Automatic Component Linking

InDesign Rendering & Automatic Component Linking

Legal Hold

Legal Hold (slide deck)

Lifecycles, Workflows & Objects

Lifecycles, Workflows, and Objects Video

Medical Inquiry

Medical Inquiry Public Education Webinar (June 2019)

Multichannel

Veeva Multichannel Vault-CRM Integration Webinar (June 2019)

Multi-Document Workflows

Multi-Document Workflows (Aug 2020)

Reports & Dashboards

Reports & Dashboards (slide deck)

Self-Serve Pre-Release Vaults

Self-Serve Pre-Release Vaults (PPT)

Veeva Vault Digital Publishing

Veeva Vault Digital Publishing (Webinar, PPT, Q&A)

Web2PDF

Web2PDF (Aug 13th, 2019)

Veeva CRM Notification and Education Guide

/hc/en-us/articles/360016106253-Veeva-CRM-Notification-and-Education-Guide

2020-09-23 15:37:59 UTC

Welcome to the Veeva CRM Notification and Education Guide!

We want to make sure you are armed with the right knowledge to be successful and get continuous value out of Veeva CRM at your organization.

This all starts with having the right information about the application, i.e., when there is downtime, when releases are going out, and when webinars are taking place for ongoing education.

Below are ways you can sign up for notifications and find information about Veeva CRM.

	Topics
	Application Notifications Sign up on trust.veeva.com to be notified of CRM Releases, System Downtime and Service Disruptions. This is important for your internal release planning and notifying end users about System Downtime or Service Disruptions. Here are detailed instructions on how to sign up.
	CRM Documentation The CRM documentation can be accessed at any time from the Help button in the top right hand corner of Veeva CRM. If you are new to CRM, check out the Getting Started section.
	CRM Community Follow and post in the CRM community to engage with Veeva and your peers. In each section, click Follow, then select your preference of New posts or New posts and comments. CRM Announcements CRM Q&A CRM Product Suggestions CRM Tips and Tricks
	Release Notes CRM Releases include both application release notes. All release notes can be found here. Past Release notes can be found on the CRM Help Documentation page. Sign up for release notifications on the Veeva Trust site. Click the Subscribe to Veeva Trust Site link in the top right corner of the website.
	Presentations and Recordings Webinars are hosted for each major CRM release. The recordings and presentations for the most recent releases can be found here. Education sessions are held throughout the year about various topics. The recordings and presentations can be found here.
	Veeva Support Knowledge Base (KB) Content Veeva Support provides solution articles to help the customers resolve issues or learn more about our products. The following links provide helpful information so customers can stay proactive on Veeva product topics: Veeva CRM Solution Articles - Allows customers to browse all CRM-related solution articles by Product area Veeva CRM Knowledge Collection - Provides a grouping of articles, webinars, tutorials, and presentations Veeva CRM Error Reference Guide - Provides a list of known errors and possible solutions

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 Align Notification and Education Guide

/hc/en-us/articles/360017752354-Veeva-Align-Notification-and-Education-Guide

2020-09-23 15:38:35 UTC

Welcome to the Veeva Align Notification and Education Guide!

We want to make sure you are armed with the right knowledge to be successful and get continuous value out of Veeva Align at your organization.

This all starts with having the right information about the application, i.e., when there is downtime, when releases are going out, and when webinars are taking place for ongoing education.

Below are ways you can sign up for notifications and find information about Veeva Align.

	Topics
	Application Notifications Sign up on trust.veeva.com to be notified of Align Releases, System Downtime and Service Disruptions. This is important for your internal release planning and notifying end users about System Downtime or Service Disruptions. Here are detailed instructions on how to sign up.
	Align Documentation The Align documentation can be accessed at any time from the Help button in the top right-hand corner of Veeva Align. If you are new to Align, check out the Introduction section.
	Align Community Follow and post in the Align community to engage with Veeva and your peers. In each section, click Follow and then select your preference of New posts or New posts and comments. Align Announcements Align Q&A Align Product Suggestions Align Tips and Tricks
	Release Notes Align Releases include application release notes. Current Release notes can be found here. Past Release notes can be found on the Align Help Documentation page. Sign up for release notifications on the Veeva Trust site. Click the Subscribe to Veeva Trust Site link in the top-right corner of the website.
	Presentations and Recordings Webinars are hosted for each major Align release. The recordings and presentations for the most recent releases can be found here. Education sessions are held throughout the year about various topics. The recordings and presentations can be found here.
	Veeva Support Knowledge Base (KB) Content Veeva Support provides solution articles to help the customers resolve issues or learn more about our products. The following links provide helpful information so customers can stay proactive on Veeva product topics: Veeva Align Solution Articles - Allows customers to browse all Align-related solution articles by Product area

Which IP Addresses are Used by Mailgun for CRM Approved Email?

/hc/en-us/articles/115004173888-Which-IP-Addresses-are-Used-by-Mailgun-for-CRM-Approved-Email-

2020-10-06 14:33:20 UTC
Question:

Which IP Addresses are used by Mailgun for CRM Approved Email?

Answer:

Mailgun uses the following IP Addresses:
- 166.78.71.146 - (m71-146.mailgun.net)
- 23.253.183.59 - (mail-183-59.mailgun.info)
- 69.72.45.59 - (m45-59.mailgun.net)
- 69.72.45.60 - (m45-60.mailgun.net)
Related 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.
Account Territory Not Assigned During a Push to CRM from Align

/hc/en-us/articles/360015435114-Account-Territory-Not-Assigned-During-a-Push-to-CRM-from-Align

2020-10-16 09:24:51 UTC
Overview:

An Account does not get a Territory assigned when Push to CRM is run. An assignment exists and the assignment rule is correct.

Root Cause:

The Account Territory Assignment is not pushed to CRM if using Account inactive values and the following are true:
- Account detail page in Align contains a field called Customer Master Status
- The value of this field matches one of the values in the Account Status Inactive Values field from Align Settings.
- The Import Inactive Assignments flag is set to No under the Account Settings section of the Align Settings page.
Solution:
Resolution #1: Change the Account's Customer Master Status to a value that does not exist in the Account Status Inactive Values field. Access the Account Customer Master Status field location by using these steps:
1. Click the Entities tab.
2. Select Accounts.
3. Search for the Account.
4. Select the needed Account.
Resolution #2: Set the Import Inactive Assignments flag to Yes. Access the Import Inactive Assignments flag location. by using these steps:
1. Click the Align Admin tab.
2. Click Align Settings.
3. Scroll down to the Account Settings section.
Related Documentation:

Align Help Documentation: Account Inactive Values
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: Master Email Fragments for CRM Approved Email

/hc/en-us/articles/360053457274-Video-Master-Email-Fragments-for-CRM-Approved-Email

2020-09-24 08:09:07 UTC

Introduction:

The Master Email Fragments for Approved Email narrated education provides an overview of what Master Email Fragments are and how to create the Master Email Fragments.

Link to Webinar on Brainshark.
Video: CRM Approved Email Invitation Tokens for Engage Meeting

/hc/en-us/articles/360053456974-Video-CRM-Approved-Email-Invitation-Tokens-for-Engage-Meeting

2020-09-18 19:12:33 UTC

Introduction:

The Approved Email Invitation Tokens for Engage Meeting narrated education provides an overview of reasons as to why you would want to use approved email for engage meeting invites; tokens to be leveraged for Engage meeting invites; and leveraging calendar reminders for invites.

Link to Webinar on Brainshark.
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

2020-10-19 17:19:12 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
Attachments:
Veeva CRM Engage - Frequently Accessed Articles, FAQs, and Videos

/hc/en-us/articles/360045209694-Veeva-CRM-Engage-Frequently-Accessed-Articles-FAQs-and-Videos

2020-09-14 17:38:19 UTC
Announcement:

There have been a number of questions coming into Support, recently, in regards to the Veeva CRM Engage product.

To help you in this rapid shift to digital, we are excited to share a new microsite that pulls together all our best resources on remote engagement and how to use Veeva CRM Engage Meeting to connect with HCPs. Whether you are new to Engage Meeting or a master user, content is available for users at every level. Visit the Engage Meeting Microsite.

Note: Announcement - Action Item to be taken prior to May 30th, 2020: Zoom Security - Engage Field Users and HCPs Must Update ...
In addition, the following is a list of the most commonly used Veeva CRM Engage Knowledge Base articles and webinars to address these questions. A CRM Engage FAQ is also attached to the bottom of this article.
Webinars:
NOTE: Some videos are stored in Brainshark and may require a login.

CRM Engage Knowledge Base articles:
Related Documentation:

CRM Help Documentation: Engage Meeting Overview

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.

FAQ Attachment:
How to Contact Veeva Support?

/hc/en-us/articles/360047332974-How-to-Contact-Veeva-Support-

2020-09-23 15:35:30 UTC
Introduction

The following links provide our Veeva customers a way to contact Veeva Support by Phone or chat.

Contact by Phone:
Contact by Chat
- How to Use the Veeva Support Chat Functionality
Open a Ticket

To open a ticket with Support or Managed Services, login into the Support Portal and use this link to the Ticketing UI.

Related Documentation:
- How to Open a Ticket with Veeva Support?
- How to Engage Managed Services?
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.

CDMS Global Service Center Contact Directory

/hc/en-us/articles/360044585394-CDMS-Global-Service-Center-Contact-Directory

2020-09-23 15:35:19 UTC

Contacting the CDMS Global Service Center

Veeva's CDMS Global Service Center provides essential 24/7, 1st-line support to CDMS end-users as well as Sponsors.

With global coverage, the GSC can be reached anytime using the Support Portal by opening a ticket, by email (CDMS_Support@veeva.com), or by phone. In order to open a ticket, the user must have a Support Portal login account and be logged into the portal.

Note: For non-Support questions or issues, use the following information from the Contact Sales page on Veeva.com.

Americas
Direct Line:	+1-800-350-8722
US Toll Free:	+1-800-350-8722
Europe
Direct Line:	+44-1-865-502-582
Netherlands Toll Free:	0-800-2658-989
Russia Toll Free:	8-800-301-4092
France Toll Free:	0-801-840-214
Germany Toll Free:	0-800-000-9586
Italy Toll Free:	800-961-582
Asia
Australia Toll Free	1-800-290-794
Direct Line:	290-994-110
China Line:	0-218-027-0711
India Toll-Free	000-800-919-0905
Japan Line:	0-342-331-423
Japan Toll Free:	0-800-170-8062
New Zealand Toll Free	0-800-428-764
South Korea Toll Free	00-308-321-0263

Global Service Center Contact Directory

/hc/en-us/articles/360004457793-Global-Service-Center-Contact-Directory

2020-09-23 15:35:25 UTC

Contacting the Global Service Center

Veeva's Global Service Center provides essential 24/7, 1st-line support to PromoMats end-users. With global coverage, the GSC can be reached anytime using the Support Portal by opening a ticket, by email (support@veeva.com), or by phone. In order to open a ticket, the user must have a Support Portal login account and be logged into the portal.

Note: For Sites running clinical trials with Veeva CDMS, please visit the CDMS Global Service Center Contact Directory for direct contact information.

Note: For non-Support questions or issues, use the following information from the Contact Sales page on Veeva.com.

Americas

US Toll Free: +1 (800) 9713716

Europe

Direct Line: +44 (0) 1865-398-190

Asia

Direct Line: +61 (0) 2841-722-28

China Line: +86 2-1803 69493

Japan Line: +81 3-4590-2868

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 Global Support Policy

/hc/en-us/articles/360018822374-Veeva-Global-Support-Policy

2020-09-23 15:34:37 UTC
Introduction:

The Veeva Global Support Policy (attached below) is a quick reference to the following information:
- Support Overview
- Support Terms
- Veeva Global Service Center
- Veeva Product Support
- Supported Products
For complete detailed information about your specific agreements with Veeva, please refer to your MSA.

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 Global Support Policy Attachment:

Veeva Support Knowledge Collection Reference Guide

/hc/en-us/articles/360001686314-Veeva-Support-Knowledge-Collection-Reference-Guide

2020-10-12 14:31:19 UTC

Introduction:

The following article provides a list of all Veeva Support Knowledge Collection articles. A Knowledge Collection is a list of related articles that are consolidated into a single article. This allows the customer to bookmark the Knowledge Collection article and do a refresh periodically to see if its content has changed. Click on any of the Knowledge Collections (below) to gain access to the related articles.

Align

Description

Veeva Align Notification & Education Guide

Video: Veeva Align Webinar Knowledge Collection

Align Product Presentations & Videos Knowledge Collection

CRM

Description

CRM Question and Answer (Q&A) Reference Guide

Veeva CRM Notification & Education Guide

Sunrise for Veeva CRM Knowledge Collection

Video: CRM Webinar Knowledge Collection

Video: CRM Support Tutorials Knowledge Collection

CRM Events Management Webinar Knowledge Collection

CRM Error Reference Guide

CRM Product Presentations & Videos Knowledge Collection

CRM Field and Parameter Limitations

Product Support Portal

Veeva Product Support Portal

Search the Knowledge Base

Welcome to the Veeva Support Portal

Welcome to the Veeva Support Portal

Featured & New Articles

What's Happening

Introduction

Contacting the CDMS Global Service Center

Contacting the Global Service Center

Americas
US Toll Free:	+1 (800) 9713716
Europe
Direct Line:	+44 (0) 1865-398-190
Asia
Direct Line:	+61 (0) 2841-722-28
China Line:	+86 2-1803 69493
Japan Line:	+81 3-4590-2868