Product Support Portal

Veeva Product Support Portal

Search the Knowledge Base

Featured & New Articles

Featured
New Articles

{{article.title | removeTags}}
{{article.body | removeTags}} {{article.created_at | formatDate}}

{{article.title | removeTags}}
{{article.body | removeTags}} {{article.created_at | formatDate}}

{{article.title | removeTags}}
{{article.body | removeTags}} {{article.created_at | formatDate}}

{{activity.breadcrumbs[0].name}}
{{activity.title}} {{activity.timestamp | formatDate}}

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.

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.

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.

Video: Veeva Nitro Webinar Knowledge Collection

/hc/en-us/articles/360047938414-Video-Veeva-Nitro-Webinar-Knowledge-Collection

2022-12-02 14:56:03 UTC

Veeva Nitro Webinar Knowledge Collection:

Veeva Nitro Webinars are used to provide helpful demonstrations regarding product features and functions. The following webinars are listed by the most recent version.

Webinars:

Date	Title
2022 Nov 1	Veeva Nitro V22R3 Release Webinar
2022 July 20	Veeva Nitro V22R2 Release Webinar
2022 Mar 29	Veeva Nitro V22R1 Release Webinar
2020 Apr 20	Veeva Nitro V20R1 Release Webinar
2019 Dec 19	Veeva Nitro V19R3 Release Webinar

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.

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.

CRM Release Webinars & Notes

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

2022-12-02 14:27:12 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

22R3

Sandbox release: November 17, 2022

Production release: December 8, 2022

22R3 Release Webinar

22R3 Release Webinar (APAC)

22R2.2

Sandbox release: September 29, 2022

Production release: October 6, 2022

22R2.2 Release Webinar

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

Video: Veeva Nitro V22R3 Release Webinar

/hc/en-us/articles/10838640162459-Video-Veeva-Nitro-V22R3-Release-Webinar

2022-12-02 14:56:18 UTC

Overview:

The on-demand Veeva Nitro V22R3 Release Webinar is now available . Learn how to leverage the new capabilities by viewing this webinar.

What is the Code Equivalent of the Veeva CRM / Align MCCP Operators Used in the MC Cycle Channel Criteria?

/hc/en-us/articles/1260803405789-What-is-the-Code-Equivalent-of-the-Veeva-CRM-Align-MCCP-Operators-Used-in-the-MC-Cycle-Channel-Criteria-

2022-10-13 13:52:05 UTC

Question:

What is the code equivalent of the Veeva CRM / Align MCCP operators used in the MC (Multichannel) Cycle Channel Criteria?

Answer:

MC Cycle channel records are required to have MC Cycle Channel Criteria. Customers can enter the rule criteria in the Visual Force Page dedicated to the MC Cycle Channel object, which is reflected in the Channel_Criteria_vod__c field in a special way.

MC Cycle Channel Criteria can only exist in an AND logical connection.

The operators in this Visual Force page are using their code equivalent in the Channel_Criteria_vod__c field.

The separator among the MC Cycle Channel Criteria is triple-semi colons (;;;).
Multiple values belonging to a specific operator are separated via double commas (,,).
Operators and values are connected via triple colons (:::).
Customers have the option to data load the values of this field. The values must follow this convention otherwise, unexpected behavior will occur.
The value of False of any Checkbox type field displays as a null/blank value in the Channel_Criteria_vod__c field.
The values in this field are case-sensitive.

A technical example representing this convention is as follows:

The Visual Force Page and Channel_Criteria_vod__c equivalents of Call2_vod__c Status in Submitted,Saved AND Call2_vod__c CLM equals true respectively are:

Call2_vod__c.Status_vod__c:::eq:::Submitted_vod,,Saved_vod;;;Call2_vod__c.CLM_vod__c:::eq:::true

The following table contains the operators and their respective operator codes:

Operator	Code
in	eq
not in	ne
equals	eq
not equal to	ne
less than	lt
less than or equal	lte
greater than	gt
greater than or equal	gte
contains	c
does not contain	nc
starts with	sw

Notes:

This convention also applies to the Veeva Align Target Planning (Targeting) functionality.
The contains and does not contain operators require the percentage symbol to be used around the string: %example%
The starts with operator requires the percentage symbol to be used at the end of the string: example%
In the event a special character such as ' is required to be added into the MC Cycle Channel criteria, escaping it is necessary because the apostrophe has its special use in SOQL to separate values. To escape it the following needs to be added to the criteria: \'
The following SFDC documentation provides more information about these special characters and the way to escape them See: Quoted String Escape Sequences
The term escape refers to special characters to be counted as valid characters.

Related Documentation:

CRM Help Documentation:

Manually Creating a Multichannel Cycle Plan

Salesforce Documentation:

Quoted String Escape Sequences

Knowledge Article:

Error: Credentials are invalid. on the Visual Force Page of an MC Cycle Channel Record in Veeva CRM

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:
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.
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.
How to Delete a Closed Document Change Control in Vault

/hc/en-us/articles/10497368531611-How-to-Delete-a-Closed-Document-Change-Control-in-Vault

2022-11-20 14:46:44 UTC
Question:

How to Delete a Closed Document Change Control (DCC) in a Quality Vault that is Referenced in a Document

Answer:

Deleting a Closed DCC is not a usual action in a Production environment, but if it needs to be done, here is the solution:

The DCC record can not be modified and the document reference to the DCC can not be removed either, unless the DCC record is moved to another state.
A temporary User Action may be needed for this change. Once it is configured, the DCC becomes editable and the reference to the document can be removed, and the DCC record can be deleted.

Related Documentation:

Vault Help Documentation:
- Working with Multi-Document Change Control (Quality)
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.
Can Veeva Engage be Tested in Engage Sandbox Environments Using the Windows Engage Speaker App?

/hc/en-us/articles/9349504030619-Can-Veeva-Engage-be-Tested-in-Engage-Sandbox-Environments-Using-the-Windows-Engage-Speaker-App-

2022-10-04 20:16:08 UTC
Question:

Can Veeva Engage be tested in Engage Sandbox environments using the Windows Engage Speaker App?

Answer:

Yes, admins can test Engage meetings in a Sandbox Org using the Windows HCP and Speaker app.

Testing functionality on the Engage Speaker App on Windows requires joining via a sandbox meeting link and installing the app. A landing page prompts users to install and open the app.

Note: If a speaker or attendee later joins a meeting or event in the Engage Production environment, they will need to manually enter the meeting ID and password when joining.

Related Documentation:

CRM Help Documentation:
- Testing Veeva Engage in Sandboxes
- 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.
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

2022-10-13 00:22:11 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

CRM Online Help: Defining MyInsights Page Layouts

CRM Online Help: Using Custom Display Elements

How Does MyInsights Studio Handle Sandbox Refreshes?

Technology Partner Video: MyInsights Studio

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 from MyInsights Studio to Veeva CRM

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

Related Documentation:

CRM Help Documentation:

MyInsights Content Cannot be Deployed from MyInsights Studio to Veeva CRM

/hc/en-us/articles/4410924397595-MyInsights-Content-Cannot-be-Deployed-from-MyInsights-Studio-to-Veeva-CRM

2022-10-13 13:55:57 UTC
Overview:

MyInsights content cannot be deployed from MyInsights Studio to Veeva CRM.

A red icon of an exclamation mark appears under Deployment Status when attempting to deploy:

Root Cause:

One possible cause for this is that there is a Null Pointer Exception related to the External_Id_vod__c field on the HTML_Report_vod__c object..

This can happen if the External_Id_vod__c field on the HTML_Report_vod__c object is marked required in the Org. This field is not a required field in MyInsights Studio.

Another possible cause for this is that the MyInsights Content being published is of a type where there can be only one published MyInsights record at a time. Account Profile Overrides, KOL Profiles, and the home page Territory Insights Default MyInsights Landing Screen are limited in this way.

If content, that is limited in this way for a specific User Profile/Object Record Type, is published in MyInsights Studio, and an attempt to publish other content of the same User Profile and Object Record Type combination is made, the Deployment fails.

Solution:
1. Verify that the External_Id_vod__c field on the HTML_Report_vod__c object is not set to Required in the Org.
2. Verify that the MyInsights Content being published is not of a type limited to one at a time for Record Types and/or User Profiles.
3. Verify that no other MyInsights Content of that combination is published to the Org.
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 Veeva Managed Orgs in CRM?

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

2022-10-13 15:11:17 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.
In Order to Troubleshoot Offline 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-Offline-Sync-Related-Issues-How-Can-a-CRM-System-Administrator-Download-the-Synchronization-Activity-Log-of-an-End-User-in-Veeva-CRM-

2022-10-06 12:23:19 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 related to the Veeva Offline platforms.

Answer:

Analyzing the Activity Log of an end-user is usually the first step to troubleshooting Offline 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 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.

Okta SSO OpenID Setup Instructions for Vault

/hc/en-us/articles/10088853220123-Okta-SSO-OpenID-Setup-Instructions-for-Vault

2022-11-14 16:47:00 UTC

Overview:

This is a step-by-step guide on how to set up an Okta OpenID Connect profile for a Single Sign On (SSO) integration.

Prerequisites:

This integration has some prerequisites that need to be met prior to implementation.

An Okta developer account
Domain Admin access in the target Vault
SAML SSO integration already implemented within target Vault

Step #	Description of Action	Expected Result
1	Log into Okta as an Okta Administrator	Log into Okta is successful.
2	Expand the Security dropdown in the menu bar on the left-hand side of the screen and select the API	API screen is presented.
3	Click on the + Add Authorization Server button in the API screen.	Add Authorization Server dialog box is presented.
4	In the Add Authorization Server dialog box, populate the following values: Name: Vault Mobile Audience: Vault Description: Authorization for Vault Mobile. Click Save.	The newly created Authorization server is presented.
5	Record the Metadata URI externally. Within the URI, replace “oauth-authorization-server” with “openid-configuration”	The Metadata URI is updated and recorded.
6	Click the Access Policytab on the Authorization Server record.	The Access Policy screen is presented.
7	Click the Add New Access Policy button.	The Add Policy dialogue box appears.
8	Populate the following information: Name: All Description: An open access policy. Leave all other fields in the default value. Click Create Policy.	A new Access Policy is created.
9	Click the Add Rule button in the newly created Access Policy.	The Add Rule dialogue box appears
10	Populate the following values: Rule Name: All Leave all fields in their default values Click Create rule.	A new Rule record appears in the rule section.
11	Expand the Applications dropdown in the menu bar on the left-hand side of the screen and select the Applications	Applications screen is presented.
12	Click on the Create App Integration button in the Applications screen.	Create a new app integration dialog is presented.
13	In the Create a new app integration dialog box, make the following selections: Sign-in method: OIDC – OpenID Connect Application type: Native Application Click Next.	The New Native App Integration screen is presented.
14	In the New Native App Integration screen, update the fields with the following information: App integration name: Vault Mobile Grant Type: Select Refresh Token Sign-in redirect URIs: com.veeva.vaultmobile://authorize Remove Sign-out redirect URIs Controlled Access: Allow everyone in your organization Deselect Enable immediate access with Federation Broker Mode Click Save.	The newly created Application is presented.
15	In the General Settings section, click Edit and deselect the Require consent checkbox. Click Save. Record the Client ID.	The Application is updated.
16	Log in to Vault as the Domain Admin user.	Log in to Vault is successful.
17	Navigate to Admin>Settings>OAuth 2.0 / OpenID Connect Profiles.	OAuth 2.0 / OpenID Connect Profiles screen is presented.
18	Click the + Create button.	Create OAuth 2.0 / OpenID Connect Profiles screen is presented.
19	Populate the following: Label: Okta OAuth Status: Active Click Upload AS Metadata Select Provide Authorization Server Metadata URL Paste previously recorded metadata URI Click Continue. Authorization Server Provider: Okta User ID Type: Federated ID Uncheck Perform strict Audience Restriction validation Click the Save button.	The newly created OAuth 2.0 / OpenID Connect Profile is presented.
20	Under the Client Applications section, click + Add	A New Client Application dialog box appears.
21	Populate the following: Application Label: Vault Mobile Application Client ID: vaultmobile Authorization Server Client ID: Insert previously recorded Client ID Click OK.	A new Client Application record appears in the Client Applications section
22	Navigate to the Security Policies section.	The Security Policies screen is presented.
23	Click on the Okta security policy.	The selected Security Policy screen is presented.
24	Click the Edit button and populate the following: OAuth 2.0 / OpenID Connect Profile: Select the previously created profile. Click Save.	The Security Policy is updated.
25	Log out of Vault.	Log out of Vault is successful.

Okta SSO SAML Setup Instructions for Vault

/hc/en-us/articles/10088740687899-Okta-SSO-SAML-Setup-Instructions-for-Vault

2022-11-14 16:46:42 UTC

Overview:

This is a step-by-step guide on how to set up an Okta SAML profile for a Single Sign On (SSO) integration.

Prerequisites:

This integration has some prerequisites that need to be met prior to implementation.

An Okta developer account
Domain Admin access in the target Vault

Step #	Description of Action	Expected Result
1	Log into Okta as an Okta Administrator.	Log into Okta is successful.
2	Expand the Applications dropdown in the menu bar on the left-hand side of the screen and select the Applications	Applications screen is presented.
3	Click on the Browse App Catalog button in the Application screen.	Browse App Integration Catalog screen is presented.
4	In the search bar type in Veeva Vault.	Veeva Vault application is displayed as the search result.
5	Click on the Search result with name Veeva Vault and click the + Add Integration button	Add Veeva Vault screen is presented.
6	Under General Settings, populate the following value: Application Label: Veeva Vault Your Veeva Vault URL: The target Vault URL Leave all checkbox as is. Click the Next button.	Sign-On Options screen is presented.
7	In the Sign-On Options screen, verify the following: SIGN ON METHODS SAML 2.0: Selected Click on the View Setup Instructions button.	View Setup Instructions screen is presented.
8	Read the View Setup Instructions screen and extract the following information: SP Entity ID Identify Provider Certificate Identity Provider Login URL SP-Initiated Request URL SP-Initiated Request Binding Signature and Digest Algorithm Okta logo	The following information has been extracted: SP Entity ID: ____________ Identify Provider Certificate: Downloaded Identity Provider Login URL: ___________________________ SP-Initiated Request URL: ___________________________ SP-Initiated Request Binding: ___________________________ Signature and Digest Algorithm: ___________________________ Okta logo:Downloaded
9	Log in to Veeva Vault as a Domain Administrator.	Log in to Veeva Vault is successful.
10	Navigate to Admin > Settings > SAML Profiles	SAML Profilesscreen is presented
11	Click on the + Create button and select Single Sign-On Profile.	CreateSAML Profilescreen is presented.
12	Populate the following information: Label: Okta Status: Active SAML User ID Type: Federated ID SP Entity ID: <Populate from Step 10> Identify Provider Certificate: <Select the X.509 Identify Provider Certificate from Step 10> Identify Provider Login URL: <Populate from Step 10> SP-Initiated Request URL: <Populate from Step 10> SP-Initiated Request Binding: <Populate from Step 10> Signature and Digest Algorithm: <Populate from Step 10> Use Custom Login Button: Checked Logo Image: Upload Okta Logo Button Color: White Border Color: Blue Text Color: Black Click the Save button.	Values are saved Screenshot is attached. Vault SSO Login URL is recorded: __________________________
13	Navigate to Admin > Settings > Security Policies.	Security Policies screen is presented.
14	Click the + Create button and select + Single Sign-On.	Create Policy Screen is presented.
15	Populate the following: Policy Name: Okta SSO Description Single Sign-on for Okta Authentication Type: Single Sign-on SAML Profile: Okta Click the Save button.	Okta SSO Security Policy has been created. Screenshot is attached.
16	Log out of Veeva Vault.	User is logged out.
17	Return to Okta’s Admin screen where the Sign-On Options screen is presented. Populate the following: SIGN ON METHODS SAML 2.0: Selected Default Relay State: Leave Blank Disable Force Authentication: Unchecked ADVANCED SIGN-ON SETTINGS Your Vault SSO URL: <Populate from Step 14> Leave any other field in its defaulted state. Click Done.	Okta Application screen is presented. Screenshot is attached.
18	Log out of Okta.	Successfully logged out.

Veeva Product Reference Guides

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

2022-10-12 13:44:03 UTC

Summary:

The following table lists reported errors for Veeva products.

Guide name

Align Error Reference Guide

Veeva Align Notification & Education Guide

CDMS Error Reference Guide

CRM Error Reference Guide

CRM Innovation Guide: Veeva CRM Approved Email

CRM Innovation Guide: Veeva CRM MyInsights Innovation Guide

Veeva CRM Notification & Education Guide

Vault Configuration Migration Package Deployment Guide

Vault Document Re-Indexing Question & Answer Guide

Vault Error Reference Guide

Veeva Vault Notification & Education Guide

Veeva Vault PromoMats Error Reference Guide

Veeva Vault Rendition Feature Master Guide

Veeva Vault Create Presentation Permissions Guide

Veeva Network Error Reference Guide

Veeva Network Notification & Education Guide

End-User guides:

Guide name

End-User Guide: Start Working with PromoMats & MedComms

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

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.