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Join us on Thursday, May 6 at 2 p.m. ET / 11 a.m. PT to review the latest enhancements in the Veeva CRM 21R1.1 release. Attend for the chance to have your questions answered live by Veeva CRM Customer Success and Product experts.
Introduction:
The articles below contain the most reported issues from End-Users as well as the most frequently accessed articles for Veeva Vault PromoMats:
Introduction:
The article below contains the most frequently accessed articles for Veeva Align:
Introduction:
The article below contains the most frequently accessed articles for Veeva Network:
Introduction:
The article below contains the most reported issues from our users as well as the most frequently accessed articles for Veeva Vault:
Introduction:
The article below contains the most reported issues from our users as well as the most frequently accessed articles for Veeva CRM:
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).
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.
CRM Online Help Video Tutorials:
Other Webinars available include:
Call Reporting
| Functional Area | Video (Click the title) |
|---|---|
| Call Reporting |
Configuring Call Pull-In Fields |
| Unique Activities | |
| CLM | Single Doc Publishing |
| Consent Capture | Capturing Consent Using Confirmation Emails |
| Engage Meeting |
Capturing Remote Signatures |
| Capturing Remote Signatures for a Medical Inquiry in Engage Meeting | |
| Scheduling Password Protected Engage Meetings | |
| Rating an Engage Meeting Experience | |
| Events Management |
Creating an Event - Next Steps |
| Event Material | |
| Event Templates | |
| QR Code Self Sign-In | |
| Setting Walk-in Attendee Status | |
| Associating an Account with an Event | |
| MyInsights |
Account Plan Dashboard |
| KOL HTML Profile | |
| Order Management |
Order Assortments |
| Line Delivery Splitting | |
|
Samples
|
|
| Surveys | Using Branching Survey Questions |
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.
RESOURCES |
RELEASE DEEP DIVES |
|
20R3 Release Deep Dives |
|
20R2 Release Deep Dives |
|
20R1 Release Deep Dives |
|
19R3 Release Deep Dives |
|
19R2 Release Deep Dives |
|
|
19R1 Release Deep Dives |
|
18R3 Release Deep Dives |
|
FEATURES |
| Annotations |
| API |
| Approved Email |
| Auto Claims Linking |
| BEE Email Editor |
| Binders |
| Brand Portal |
| CLM Resolution for Large Screen iPads |
| Collaborative Authoring |
| Dam |
| Global Create Button |
| InDesign Rendering & Automatic Component Linking |
| Legal Hold |
| Lifecycles, Workflows & Objects |
| Medical Inquiry |
| Multichannel |
| Multi-Document Workflows |
| Reports & Dashboards |
| Self-Serve Pre-Release Vaults |
| Veeva Vault Digital Publishing |
| Web2PDF |
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.
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Topics |
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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. |
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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. |
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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. |
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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. |
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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:
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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.
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 |
|
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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. |
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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. |
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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. |
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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. |
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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. |
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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:
|
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.
Greater efficiency with Align = more success for IT and the business
Help your sales reps hit the ground running on day one without waiting for permission sets and access to the tools they need to do their job.
In this webinar, you will learn how to:
Watch the replay:
Review the slides:
Related Resources:
Hear how LEO Pharma is reducing administrative burden for their teams by creating precise targets and gaining full visibility of their commercial operations.
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.
Question:
Which functionality does each process refer to in the Veeva Process Scheduler in Veeva CRM?
Answer:
The following table summarizes and provides a brief description of each Veeva job currently available in the Veeva Process Scheduler. The parts emphasized assist the user to avoid confusion.
| Process Name | Related Functionality | Description |
| Approved Email Processes | Approved Email Overview | Syncs Email Template content from Vault to CRM and pings Veeva Vault |
| Approved Notes Processes | Approved Notes | Manages Keyword monitoring |
| CLM Processes | CLM Overview | Syncs CLM content from Vault. CLM Content can be displayed in any CRM for Offline Applications and also in the Engage Meeting Host Application |
| CRM Vault Metadata Sync Process | Managing the Product Catalog Between Vault and CRM | Syncs Products, Content Types, Surveys and Directories into Veeva Vault |
| Engage Reporting Processes | Engage Meeting/Webinar Attendance Tracking | Manages Engage/Webinar Attendance, Remote Meeting Attendee records |
| Engage Processes | Engage For Portals/CoBrowse | Pulls in Engage CoBrowse Content and Site records from Veeva Vault |
| Marketing Cloud Process | Marketing Cloud | Manages data between Salesforce Marketing Cloud and Veeva CRM instances |
| Mobile CRM Scheduled Push Notifications | Push Notifications | Pushes Alert records to CRM for iPad |
| Multichannel Cycle Plans Process | Multichannel Cycle Plans Overview | Calculates Territory performance involving several channel activities |
| Network DCR Retry (Outbound) Process | Network Integration | Manages Outbound DCR retries |
| Network DCR Update (Inbound) Process | Network Integration | Manages Inbound DCR Updates |
| Network Subscription Process | Network Integration | Manages Network Subscription data |
| QR Sign-in Process | QR Code Self Sign-In | Manages QR codes for Events |
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.
Question:
How to import all records of particular CRM Object(s) into Veeva Align, without running a Full CRM Refresh or an Import Date Override job?
Answer:
This is possible by manipulating the Process Monitor records.
These steps do not interrupt the Import of the records of the other CRM Objects in the event the Last Completed Import Datetime is left unchanged. The value of the Last Completed Import Datetime resets after the Import from CRM job has run. The value is set to the datetime when the Import from CRM job has completed.
There are several advantages of using Process Monitor records over the Full CRM Refresh and Import Date Override options:
Note: It is not recommended to use this solution permanently. It is considered a useful ability for troubleshooting purposes.
Related Documentation:
Align Help Documentation: Align-CRM Integration
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.
Question:
Which IP Addresses are used by Mailgun for CRM Approved Email?
Answer:
Mailgun uses the following IP Addresses:
As of November 2, 2020, the following IP Addresses are also be used:
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.
Question:
CLM or Engage Content related issues can occur due to Veeva CRM and other miscellaneous issues. What are these common issues and what maintenance steps have to be performed which can potentially resolve the unexpected behavior of the CLM / Engage Meeting 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 Veeva User Permissions Apex class is assigned to the relevant end and System Admin user Profiles and Permission Set Support Veeva Setting is enabled for the Organisation Veeva Setting and Profile Level Veeva Setting records. User Specific Veeva Setting records are not supported.
CLM on CRM for iPad (iPad / iOS)
CLM on CRM for Windows (Windows Surface / Windows Desktop / Windows Mobile Devices)
Note: Content code may need revision and optimization for Windows.
CLM on the Windows Engage Meeting Host Application / Engage Participant Application
Engage For Portals / Cobrowse Content
Related Documentation:
CRM Help Documentation:
CRM Help Documentation Content Creation Guidelines:
Multichannel Developer Documentation:
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.
Overview:
This article explains how to troubleshoot Augmented Reality (AR) issues on CRM for iPad such as:
Root Cause:
There are several issues which can contribute to these specific AR problems:
Solution:
Be sure iRep and iOS are on the latest available versions.
This feature is supported on iPad devices with at least A9 processors, including iPad 9.7" (2017 and later) and all iPad Pro models.
The entire code content of the .json configuration file must be in curly braces {} as it has to be an array.
As the first step, it is recommended to use a simple .json content for one scene with the example code as follows:
Note: Be sure that the references, paths, and parameters are correct in the AR_configuration.json file. This is covered in the CRM Help Documentation Defining AR Scenes.
To view a full example, including a configuration JSON file and a 3D model, download Veeva's sample AR zip file.
In the event, this code is confirmed to be working, develop it further from there.
To be able to view the model on CRM for iPad, It is recommended to use Maya to create 3D Models. The .dae or .obj files need to be compressed correctly with Maya.
In order to determine if the .dae or .obj files are compressed correctly, on Windows Operating Systems, Notepad++ can be used to open them.
Due to Incorrect compression, the file content appears as shown with Notepad++:
In the event the file is compressed correctly, the content appears as shown with Notepad++:
Due to Incorrect compression, the file content appears as shown with Sublime Text:
In the event the file is compressed correctly, the content appears as shown with Sublime Text:
This is a confirmed method to determine whether or not the compression runs properly.
Each file and its extension must follow the correct letter casing, as iRep and iPad are case sensitive.
Related Documentation:
3rd Party Tools
Third-Party Documentation:
Knowledge Article:
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.
Overview:
The CLM Admin Tab is reporting: No such relation 'CLM_Presentation_vod__r' on entity 'EM_Topic_Material_vod__c'.
Root Cause:
If the integration user has access to the following objects:
Then, it is assumed that Events Management is enabled.
This message occurs if the administrator has Field Level Security (FLS) permissions to CLM_Presentation_vod.Event_Content_vod but does not have FLS permissions to EM_Topic_Material_vod.CLM_Presentation_vod.
Solution:
To correct the error:
Related Documentation:
CRM Online Help: Integrating CRM and Vault for CLM
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.
Overview:
Upon opening an MultiChannel (MC) Cycle record in the Vault View of Veeva Align, the Utilization page shows zero figures and empty diagrams. In the Staffed and Reach sections, the Roster Members (Users) are indicated vacant. MC Cycle Plans may not be populated.
Root Cause:
This is the expected behavior of the capacity planning calculation in the event the following pieces of configuration are present:
Solution:
In order to include the MC Cycle in the Capacity planning perform the following:
Related Documentation:
Align Help Documentation:
Knowledge Article:
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.
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:
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:
Resolution #2: Set the Import Inactive Assignments flag to Yes. Access the Import Inactive Assignments flag location. by using these steps:
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.
Question:
What are the most common unsupported pieces Consent Capture of configuration in Veeva CRM?
Answer:
The following Consent Capture configuration scenarios are not supported and these can cause unexpected behavior. The article provides guidance about how to properly set the scenario up in Veeva CRM in the event it is applicable.
Scenario 1: Multiple Consent Types having the same Record Type are under the same Consent Header.
This configuration is not supported, and cause the behavior described in CRM Multichannel Consent is Applied to More Consent Lines
Solution: Instead of using the same record type several times, it has to be used once. In the event it is required to use it more than once, the consent type must be configured under a new Consent Header.
Scenario 2: Consent Lines having the Sub Channel record type are under a Consent Type having the Approved Email record type. The Consent Lines may have the Sub Channel related fields populated.
This configuration is not supported. The Approved Email Consent Validation logic does not respect Sub Channels.
Solution: In the event, the Consent Type has the Approved Email record type, remove the Consent Lines having the Sub Channel record type. Moreover, remove the Sub Channel field values.
Consent Lines having the Product and Content-Type record types are supported in this scenario.
Sub Channels are supposed to be used in Consent Types having custom record types.
This is also described in Can Approved Email and CLM be Used with Sub Channels in the Consent Capture Functionality of Veeva CRM?
Scenario 3: Both Consent Receipt and Double Opt-in are enabled in the same Consent Header.
This configuration is not supported and can cause unexpected behavior during capturing the consent data and email sending.
Solution #1: Each of these features of Consent Capture requires its own Consent Header. In other words, one Consent Header for Consent Receipt, and another Consent Header for Double Opt-In.
Solution #2: Use Field Level Security / Object Level Permission / Record Type Access to restrict the usage of each consent sub-functionality, in the event both Consent Receipt and Double Opt-In is enabled on the Consent Header. This is not recommended as it can make the configuration complex for an overview.
Double opt-in can be used under the consent header for several Consent Types.
Scenario 4: The Double Opt-in or Consent Receipt Email Confirmation Templates contain the {{unsubscribe_product_link}} token.
This configuration is not supported and may cause unexpected behavior.
Solution: Remove the {{unsubscribe_product_link}} token from the Email confirmation / Receipt templates. Unsubscribe is not supported together with the Multichannel Routing configuration.
Related Documentation:
CRM Help Documentation:
Knowledgebase:
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.
Question:
What are the most useful Salesforce Chrome extensions for Veeva CRM / Salesforce work?
Answer:
The ones which are recommended are as follows:
|
Title (click on a title) |
Description |
| A useful tool to inspect SFDC records and metadata directly from the Salesforce UI. | |
|
|
Salesforce Admin Check All is an extension that enhances the Salesforce Setup pages by adding "check all" checkboxes to various checkbox lists. This enhanced functionality helps make some setup tasks more efficient by potentially saving administrators from having to manually check each checkbox in a list individually. Note: This extension requires the use of the Enhanced Profile User Interface.
|
| Handy extension to convert 15-digit SFDC IDs to 18-digit SFDC IDs. | |
| This extension helps you get to any Salesforce page quickly. This includes record lists and object lists. | |
| This extension helps you get to any Salesforce page quickly. This includes record lists and object lists. Lightning compatible version | |
| This extension shows the API field names on record detail pages. | |
| This extension adds an S to the standard Salesforce.com cloud favicon for all sandbox tabs in a Chrome window. This can be useful to differentiate between Sandbox and Production organizations. | |
| Another extension with a similar purpose of Salesforce Inspector, however, it contains more information regarding the org. | |
| This extension helps to manage Salesforce Credentials of several organizations. | |
| This extension helps you get Salesforce.com Ids from records and links to your clipboard. | |
| This extension redirects the current Salesforce page using a hotkey to the page whose SFDC ID is in your clipboard. | |
|
This extension helps to write Salesforce formula more efficiently by adding Syntax highlighting, auto field, and metadata completion, tabulation support and so on. |
|
|
This extension creates an Export to CSV button in Salesforce list view for all objects, standard or custom. The list data can be exported to a CSV file by simply clicking this button. |
Related Documentation:
Third-Party Help Documentation:
Salesforce Documentation:
Knowledge Article 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.
Introduction:
The Veeva CRM V20R3.2 Release Webinar is now available:
Presentation (PPT):
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.
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.
Overview:
You can learn Territory Management 2.0 skills by completing this Salesforce Trailmix!
Reference Materials:
Correction: At 14:54 minutes into the video, the Salesforce TM2 object name is ObjectTerritory2Association and not ObjectTerritory2Assignment.
Attachments:
Announcement:
There have been a number of questions coming into Support, recently, in regards to the Veeva CRM Engage product.
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:
Question:
What are Veeva Managed Orgs?
Answer:
Unmanaged Orgs:
The following CRM functionality requires the customer org to be Managed:
Note: Veeva Managed Orgs are managed internally by Veeva in our CRM Managed Console (CMC). CMC was previously known as iVod.
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.
Question:
What are the maintenance steps of the Mass Assignment process of the Territory Utilities tool of Veeva CRM?
Answer:
These steps to do so are completed in order:
Note: SFDC Assignment Rules can be executed on the territory detail records in Veeva CRM.
Related Documentation:
CRM Help Documentation:
Knowledge Article:
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.
Introduction:
If you need to support multiple languages within your SDK error dialogs or your object record creation/detail or list pages then you will find the Translation Service, Message Catalog and the new PicklistRequestBuilder Interface to be useful. The Translation Service along with the Message Catalog can be used to retrieve translated message text to use in your SDK error dialogs or to better localize the object record creation, detail and list pages. Additionally, starting in 20R2.4, the new PicklistRequestBuilder Interface can be used to fetch picklist labels in the user’s language. These labels can then be used to accomplish various tasks such as displayed in error messages, used with SDK services etc.
To get started with multiple language support, message groups must be created in the Message Catalog which can be found under Admin --> Configuration --> Vault Java SDK. The translations must then be loaded into the vault using the Bulk Translation tool in the desired language(s). This tool allows the user to import and export translations and can be found in Admin --> Settings --> Language & Region Settings.
In the following example, we will demonstrate how to use the new Picklist Service methods and the PicklistRequestBuilder Interface to fetch translated Picklist labels. For this example, we will create an object called ‘Picklist Sample Object’ with a field called Colour picklist. This can be done by going to Admin --> Configuration --> Objects and clicking on the Create button in the top right corner. The Colour picklist should have the following three options: Red, Green and Blue. The translated picklist labels will be displayed in error dialog along with a translated error message. Next, we will load the translations using the Bulk Translation tool. To do this, the export translation file of field labels must be exported and updated. The translation for our picklist values must be added to the column for Translated Label(Column F) as shown in the following screenshots.
Next, to fetch the picklist values in our record trigger, we must use the new PicklistRequest.Builder interface to build the Picklist Request, this new interface allows developers to fetch the translated picklist values. If no translation is available, then the value will be returned in the language that the vault is configured in.
TranslationService translationService = ServiceLocator.locate(TranslationService.class);
// Build the request to fetch our message group
TranslationsReadRequest readRequest = translationService.newTranslationsReadRequestBuilder()
.withMessageGroup("picklist_error__c")
.build();
// Read all messages in the group
Map<String, String> allErrorMessages = translationService.readTranslations(readRequest).getTranslations();
// Used to fetch picklist values
PicklistService picklistService = ServiceLocator.locate(PicklistService.class);
PicklistRequest.Builder requestBuilder = picklistService.newPicklistRequestBuilder();
PicklistRequest request = requestBuilder.withName("colour__c").build();
Picklist coloursPicklist = picklistService.getPicklist(request);
recordTriggerContext.getRecordChanges().forEach(recordChange -> {
// Get list of colour values
List colourValues = recordChange.getNew().getValue("colour__c", ValueType.PICKLIST_VALUES);
....
// Get single-picklist value name selected by user
String colourPicklistValueName = colourValues.get(0);
// Get picklist value label in user's language
colourLabel = coloursPicklist.getPicklistValue(colourPicklistValueName).getLabel();
String errorTitleTranslation = allErrorMessages.get("error_title__c");
String errorTranslation = allErrorMessages.get("error__c");
recordChange.setError(errorTitleTranslation, errorTranslation + colourLabel);
}
}
As can be seen in the above code snippet, the name of the desired picklist is specified using the withName method of the PicklistRequest.Builder interface. When a specific value’s label is fetched from the picklist using the getPicklistValue or the picklist’s label is fetched using getLabel, they will be fetched in the user’s language. In this case that happens to be French. For example, if the user selects the Red option(Rouge in French) when creating a record, the following will be displayed in the error dialog as shown below.
In summary, the Message Catalog, Translation Service and the new PicklistRequest.Builder interface will help you better localize Vault to your user’s needs. The new PicklistService features are available as new methods so as to not affect existing SDK extension code that interacts with picklists. If developers do not update their existing code to use these new methods or add the translations, the labels will be fetched in the vault’s base language. However, these new methods can be useful to help developers localize their vault error messages and improve their user experience for the end-users. Additionally, you may find the Translation Service Sample Project to be useful.
Vault 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.
Question:
Why Running Out of Memory Occurs in the Vault SDK Code?
Answer:
If running out of memory in SDK extensions, User-Defined Services (UDS) may be able to help. SDK extensions that perform complex operations with bulk data can run into memory limits. Vault enforces a 40 MB memory limit for all SDK extensions such as triggers and actions. SDK extensions consume memory when a variable is instantiated or a service method is used. This memory is not freed up until the extension finishes executing. When processing bulk data, developers can use up all the memory allowed, resulting in an error dialog displaying the memory-exceeded error being displayed to the user.
User-Defined Services allow you to reclaim the memory used by wrapping memory-intensive code into a reusable service. The memory used by the User-Defined Service methods is returned when the methods exits. Only the memory used by the return value of the method counts towards the limit.
So what is the difference between User-Defined Services and User-Defined Classes (UDC)? User-Defined Classes allow developers to structure code into reusable methods; however, User-Defined Class methods do not return the used memory back to the memory limit. Therefore, User-Defined Classes are best used for sharing and processing complex data objects or for structuring code for reuse, typically for use cases that won’t deal with large amounts of data and run into memory issues.
|
User-Defined Class |
User-Defined Service |
|
|
To see the difference, let’s look at an example of a Record Trigger which is called as a result of a data load of 500 records via Vault Loader. In this case, the inserted data may require field defaulting, validation, grouping and other processing before being inserted. Processing records in this manner requires holding the record in memory while the processing logic executes. If a record uses 1 MB of memory, a User-Defined Class implementation would use up 40 MB of memory before hitting the limit and displaying an error. Whereas, with a User-Defined Service, the memory usage would be only of the return values of the User-Defined Service methods and any memory used in code outside of the User-Defined Service. This is because the memory used by the record and the processing logic is released when the User-Defined Service method completes. The memory usage differences between User-Defined Services and User-Defined Classes can be verified using the LogService’s logResourceUsage method. Refer to the Javadocs for details about using this service.
Using a User-Defined Service is just like using a Vault SDK provided service: it must first be located using the ServiceLocater. After it is located, the methods of the User-Defined Service can be called. Refer to the Javadocs for details about using this service.
// Locating the User-Defined Service and the Log Service
ProductSearchUserDefinedService productSearchUserDefinedService = ServiceLocator.locate(ProductSearchUserDefinedService.class);
LogService logService = ServiceLocator.locate(LogService.class);
// Log Resource Usage before the UDS method is called
logService.logResourceUsage("Before reduceProductQuantity Method Call: ");
// Use UDS method
productSearchUserDefinedService.reduceProductQuantity(doProductsExist.values(), orderQuantityMap);
logService.logResourceUsage("After reduceProductQuantity Method Call: ");
In summary, User-Defined Services are a tool that can be used to lower the memory usage of SDK code and make code reusable. User-Defined Services are best suited for scenarios involving bulk data processing that don’t require data to be shared among methods or triggers/actions. User-Defined Services are preferred over User-Defined Classes when memory usage is a concern as they do not retain any data after the method exits.
To learn more about User-Defined Services, how to create and use them, please view the sample code project on Github. The documentation for User-defined services can be found in the Developer Portal.
Related Documentation:
Vault Help Documentation:
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Veeva Commercial Vault Release Kit Knowledge Collection:
Vault Release Webinars are used to provide helpful demonstrations regarding Vault product features and functions.
Other Veeva Vault Knowledge Collections include:
The following webinars are listed by the most recent date or software version:
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.
Vault Online Help Video Tutorials:
Other Webinars available include:
Introduction:
The Veeva Global Support Policy (attached below) is a quick reference to the following information:
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:
Finding solutions to problems quickly helps customers get the answers they need to continue business as usual. For quick answers, take advantage of these Self-Service options:
| Self-Service Option (Click on any of these) | Description |
| Access the Veeva Trust Site | Check Veeva System Status information and sign up for auto-notifications on releases, outages, and more. |
| View the latest Release Notes | Check the most current Release Notes listing to determine if any features or functionality have changed as part of the current release. Historical release information is provided in the Help Documentation pages. |
| Access the Product Help Documentation | Check the Product Help Documentation pages to enhance product knowledge, confirm configurations, and verify expanded functionality. Known issues are also posted on this site. |
| Find Solution Articles on the Support Portal | Search or Browse the Knowledge Base (KB) for solutions to problems. Articles, written by Veeva Support and experts, help new users become informed on our products. |
| View the Veeva Product Support Policy | The Veeva Product Support Policy explains how to contact Veeva Support, Support hours, and more. |
| Access the Salesforce Trust Site | Check Salesforce service availability and performance on the Salesforce Trust site. |
| Ask product questions in the Community | Veeva Customers & Partners can post Questions, Product Suggestions or tips/tricks by participating in the Product Support Community. Veeva staff are identified and will respond to your posts. Allows you to get answers from your peers and Veeva experts! |
| Open a ticket with Product Support |
When none of the options (above) help you with an issue or get you the information you need, open a ticket with Veeva Product Support. |
Note: We recommend that our users become familiar with the types of articles in the Knowledge Base. They can be read at any time. A user can sign up for article notifications whenever new articles are added by clicking the Follow button in each product section. The Follow button does not notify the user is the article is updated and republished.
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
| Title |
| Veeva Align Notification & Education Guide |
| Video: Veeva Align Webinar Knowledge Collection |
| Align Product Presentations & Videos Knowledge Collection |
CRM
Network
Nitro
| Title |
| Video: Veeva Nitro Webinar Knowledge Collection |
OpenData
| Title |
| Veeva OpenData Webinar Knowledge Collection |
PromoMats
| Title |
| Vault PromoMats Knowledge Collection |
| Veeva & U PromoMats Webinar Knowledge Collection |
| Vault PromoMats Most Frequently Accessed Articles |
| Vault PromoMats Most Reported Issues or Questions |
Vault
Other
| Title |
| Salesforce.com (SFDC) Release Knowledge Collection |
| Veeva Product Help Documentation |
| Veeva Support Tutorials Knowledge Collection |