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Veeva Partners: Technology Partner Certified Integrations

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

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

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

Veeva Certified Integration Requirement

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

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

Prerequisites to Certified Integration

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

Veeva Vault Medical Global Service Center Contact Directory

/hc/en-us/articles/1260804666330-Veeva-Vault-Medical-Global-Service-Center-Contact-Directory

2023-01-26 19:48:16 UTC

Contacting the Global Service Center

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

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

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

Canada
Canada Toll Free:	+1 (800) 801-9845

Americas
US Toll Free:	+1 (800) 971-3716

Europe
Direct Line:	+44 (0) 1865-398-190
France Toll Free	0801840527
Italy Toll Free	800685160
Germany Toll Free	08000007316
Netherlands Toll Free	08002622113
Portugal Toll Free	800501360
Spain Toll Free	900999414

Russia
Direct Line:	88003018457

South America
Colombia Toll Free	018009111037

Asia
Direct Line:	+61 (0) 2841-722-28
China Line:	+86 2-1803 69493
Japan Line:	+81 3-4590-2868

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

Veeva Vault PromoMats Global Service Center Contact Directory

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

2023-01-26 19:48:26 UTC

Contacting the Global Service Center

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

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

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

Canada
Canada Toll Free:	+1 (800) 801-9845

Americas
US Toll Free:	+1 (800) 971-3716

Europe
Direct Line:	+44 (0) 1865-398-190
France Toll Free	0801840527
Italy Toll Free	800685160
Germany Toll Free	08000007316
Netherlands Toll Free	08002622113
Portugal Toll Free	800501360
Spain Toll Free	900999414

Russia
Direct Line:	88003018457

South America
Colombia Toll Free	018009111037

Asia
Direct Line:	+61 (0) 2841-722-28
China Line:	+86 2-1803 69493
Japan Line:	+81 3-4590-2868

End-User Guide: Start Working with Vault PromoMats & Vault Medical

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

2023-01-26 19:48:05 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
End-User Guide: Working with Documents in Vault PromoMats and Vault Medical

/hc/en-us/articles/6196309666971-End-User-Guide-Working-with-Documents-in-Vault-PromoMats-and-Vault-Medical

2023-01-26 19:48:05 UTC
Introduction:

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

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

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

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

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

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

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

The following information is related to Reports.
Related Documentation:

Vault Help Documentation: Vault Help for PromoMats

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

What 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-

2022-12-05 15:45:46 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	Syncing Metadata 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.

Contacting the RTSM Global Service Center

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

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

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

Americas
Argentina Toll Free	0800.444.2089
Brazil Toll Free	0800.761.8700
Canada Toll Free	866.766.0846
Chile Toll Free	1.230.200.485
Columbia Toll Free	01.800.518.3213
Costa Rica Toll Free	0800.013.1485
Mexico Toll Free	001.855.554.1005
Peru Toll Free	080.055.260
Puerto Rico Toll Free	866.766.0846
USA Toll Free	866.766.0846

Europe
Austria Toll Free	0800-297856
Belarus Toll Free	88.200.011.048
Belgium Toll Free	800.78494
Bosnia and Herzegovina Toll Free	800.83072
Bulgaria Toll Free	008.001.181.104
Croatia Toll Free	0.800.9301
Czech Republic Toll Free	800.800.078
Denmark Toll Free	802.528.50
Finland Toll Free	0800.917.345
France Toll Free	0800.90.3964
Georgia Toll Free	070.677.7336
Germany Toll Free	0800.184.4899
Greece Toll Free	800.848.1572
Hungary Toll Free	6800.20023
Ireland Toll Free	1.800.677.614
Italy Toll Free	800.871.236
Lithuania Toll Free	880000389
Macedonia Toll Free	800.94373
Moldova Toll Free	0800.62.9.05
Netherlands Toll Free	0800.022.8537
Norway Toll Free	800.1076
Poland Toll Free	00.800.111.3980
Romania Toll Free	0800.895.777
Russia Toll Free	810.800.2115.2012
Serbia Toll Free	0800.191.136
Slovakia Toll Free	0800.606.552
Slovenia Toll Free	080.080.162
Spain Toll Free	900.941.316
Sweden Toll Free	020.793.123
Switzerland Toll Free	0800.562.735
Turkey Toll Free	00.800.142.077.906
Ukraine Toll Free	800.500.847
United Kingdom Toll Free	0808.234.0219

Middle East
Israel Toll Free	180.922.9724

Africa
South Africa Toll Free	0800.991.033

Asia
Australia Toll Free	1800.466.594
China (North) Toll Free	1.0800.140.1979
China (South) Toll Free	1.0800.140.1974
Hong Kong Toll Free	800.968.774
India Toll-Free	000.800.100.7753
Indonesia Toll-Free	780.3016.0142
Japan Toll Free	006633.81.3636
Malaysia Toll Free	1.800.817.433
New Zealand Toll Free	0.800.569.035
Philippines Toll Free	1.800.1110.1845
Singapore Toll Free	800.1302.054
South Korea Toll Free	00.308.132.865
Taiwan Toll Free	801.127.543
Thailand Toll Free	1.800.156.203.0141
Vietnam Toll Free	1.800.4931

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.
FAQs: Engage Connect Functionality and Best Practices in Veeva CRM

/hc/en-us/articles/11648927237659-FAQs-Engage-Connect-Functionality-and-Best-Practices-in-Veeva-CRM

2023-01-06 20:39:13 UTC
Engage Connect is an asynchronous messaging platform providing a communication and networking channel between users and HCPs. With Engage Connect, users and HCPs can connect, chat, exchange approved content, request samples, and coordinate meetings all within a single platform, providing greater engagement with HCPs.

For ease of reading, we have broken out the Engage Connect FAQs into sub-articles:
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 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-

2022-12-28 18:32:57 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:
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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.

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

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