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Veeva Vault Educational Resource Library/hc/en-us/articles/360013243773-Veeva-Vault-Educational-Resource-Library2020-09-16 16:38:36 UTC
Introduction:
This is a collection of Veeva Vault Educational Resouces. Please reach out to your Customer Success Manager directly or email VaultCustomerSuccess@veeva.com if you would like further information and/or a demonstration of any Vault features.
For more Knowledge Base article collections, see the Veeva Support Knowledge Collection Reference Guide.
Content List by Section
V20R2 Release Deep Dives
V20R1 Release Deep Dives
V19R3 Release Deep Dives
This section provides detailed information on new features & enhancements introduced with the Vault release. Click on any item in the list below to view contents.
V19R2 Release Deep Dives
This section provides detailed information on new features & enhancements introduced with the Vault release. Click on any item in the list below to view contents.
- Veeva Commercial Vault V19R2 IT Focused Deep Dive (NA)
- Veeva Commercial Vault V19R2 IT Focused Deep Dive (EU)
- Veeva Commercial Vault V19R2 Business Focused Deep Dive (NA)
- Veeva Commercial Vault V19R2 Business Focused Deep Dive (EU)
- Veeva Commercial Vault V19R2 MedComms Focused Deep Dive
- Veeva Commercial Vault V19R2 Deep Dive Q&A
V19R1 Release Deep Dives
This section provides detailed information on new features & enhancements introduced with the Vault release. Click on any item in the list below to view contents.
V18R3 Release Deep Dives
This section provides detailed information on new features & enhancements introduced with the Vault release. Click on any item in the list below to view contents.
Annotations API - API Deep Dive Video, Slide Deck and Q&A
Approved Email Auto Claims Linking BEE Email Editor Binders Brand Portal CLM Resolution for Large Screen iPads Collaborative Authoring Dam Global Create Button InDesign Rendering & Automatic Component Linking Legal Hold Lifecycles, Workflows & Objects Medical Inquiry Multichannel Multi-Document Workflows Reports & Dashboards Self-Serve Pre-Release Vaults Veeva Vault Digital Publishing - Veeva Vault Digital Publishing (Webinar, PPT, Q&A)
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Veeva Network V20R2.1 Sandbox Release Notes and Data Governance/hc/en-us/articles/360053675954-Veeva-Network-V20R2-1-Sandbox-Release-Notes-and-Data-Governance2020-09-18 19:11:21 UTC
The Veeva Network V20R2.1 Sandbox Release Notes are attached to this article.
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Video: Master Email Fragments for CRM Approved Email/hc/en-us/articles/360053457274-Video-Master-Email-Fragments-for-CRM-Approved-Email2020-09-18 19:12:24 UTC
Introduction:
The Master Email Fragments for Approved Email narrated education provides an overview of what Master Email Fragments are and how to create the Master Email Fragments.
Link to Webinar on Brainshark.
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Video: CRM Approved Email Invitation Tokens for Engage Meeting/hc/en-us/articles/360053456974-Video-CRM-Approved-Email-Invitation-Tokens-for-Engage-Meeting2020-09-18 19:12:33 UTC
Introduction:
The Approved Email Invitation Tokens for Engage Meeting narrated education provides an overview of reasons as to why you would want to use approved email for engage meeting invites; tokens to be leveraged for Engage meeting invites; and leveraging calendar reminders for invites.
Link to Webinar on Brainshark.
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CRM Territory Management 2.0 FAQ, Webinar, & Gap Analysis Document/hc/en-us/articles/360034836113-CRM-Territory-Management-2-0-FAQ-Webinar-Gap-Analysis-Document2020-09-11 19:02:59 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:
Attachments:
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Veeva CRM Engage - Frequently Accessed Articles, FAQs, and Videos/hc/en-us/articles/360045209694-Veeva-CRM-Engage-Frequently-Accessed-Articles-FAQs-and-Videos2020-09-14 17:38:19 UTC
Announcement:
There have been a number of questions coming into Support, recently, in regards to the Veeva CRM Engage product.
To help you in this rapid shift to digital, we are excited to share a new microsite that pulls together all our best resources on remote engagement and how to use Veeva CRM Engage Meeting to connect with HCPs. Whether you are new to Engage Meeting or a master user, content is available for users at every level. Visit the Engage Meeting Microsite.Note: Announcement - Action Item to be taken prior to May 30th, 2020: Zoom Security - Engage Field Users and HCPs Must Update ...
In addition, the following is a list of the most commonly used Veeva CRM Engage Knowledge Base articles and webinars to address these questions. A CRM Engage FAQ is also attached to the bottom of this article.Webinars:
- Veeva CRM Approved Email Invitation Tokens for Engage Meeting
- Veeva CSM Deep Dive CRM V20R1.1 and Engage Meeting Enhancements
- Veeva CRM Engage Meeting Webinar
- Veeva CRM Engage Meeting - Optimizing Content and Invites
- Veeva CRM Engage - Capturing Remote Signatures for BRC Sampling in an Engage Meeting
NOTE: Some videos are stored in Brainshark and may require a login.
CRM Engage Knowledge Base articles:
- Is Gallery View Supported for Veeva CRM Engage Meetings?
- Error: Signature Capture Failed - When Capturing Remote Signatures for Sampling in Engage Meeting
- Windows Defender Firewall Alert is Displayed Upon Starting the Veeva CRM Engage Host Application
- Why are CLM Overlay Pages Appearing in an Engage Meeting Session in CRM for iPad?
- Troubleshooting Veeva CRM Engage Host Application Installation / Removal / Upgrade Issues
- How to Apply for CRM Engage Meeting and Engage Webinar Licenses?
- Veeva Engage Meeting Maximizing and Sustaining Remote Engagement Webinar and Presentation (PPT)
- The Engage Participant Application Executable Prompts to be Downloaded and Installed Once the Meeting or Webinar Invitation Link is Accessed
- CRM Engage Meeting Administration Reports {0} of 1 records Were Updated When Saving Group
- CRM Engage Meetings Administration Tab Displays an Error After Sandbox Refresh
- Engage Meetings Schedule Button Is Not Available For User When Creating A Call in CRM Online
- Is it Possible to Apply Consent Capture Functionality on Engage Meeting & Remote Meeting Invitation Templates in Veeva CRM?
- Error: Failed to establish connection to Server - While Clicking on Video Icon for CRM iPad Engage Meeting
- What is the Maximum Number of Meeting Attendees that Can be on an Engage Meeting in CRM?
Related Documentation:
CRM Help Documentation: Engage Meeting Overview
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.
FAQ Attachment:
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Register for the Veeva CRM 20R2.2 Release Webinar on October 1/hc/en-us/articles/360055425913-Register-for-the-Veeva-CRM-20R2-2-Release-Webinar-on-October-12020-09-17 23:04:47 UTC
Register for the Veeva CRM 20R2.2 Release Webinar
Join the Customer Success and Product Teams on Thursday, October 1 at 2 p.m. ET / 11 a.m. PT to preview the latest updates to Multichannel Veeva CRM, including added features for Engage Meeting and Events Management users, and new Order Management Product Views to make the sales process more efficient.
Register for the webinar here.
As a reminder, please register with your work email address only. All personal email address registrants will be rejected. -
Upgrade CRM Before Updating iPad or iPhone to iOS 14/hc/en-us/articles/360053555834-Upgrade-CRM-Before-Updating-iPad-or-iPhone-to-iOS-142020-09-16 13:50:27 UTC
If users are on the latest released version of CRM on iOS (iRep) 202.1.200, it was available on Sept 10.
iOS 14 is supported as described in the Release Notes. No user action required. CRM works as expected on iOS 14.
If users upgrade to iOS 14 before upgrading to CRM 202.1.200, manual action is required.
Users will not be able to login to CRM (the app will crash).
- The user must upgrade CRM
- If distributed using MDM, customer IT Ops must push down the latest CRM version
- If not distributed using MDM, the user must login to CRM using the iPad browser and manually click the iRep install link
Related Documentation:
About 20R2.1 Release Notes
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.
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