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Veeva Partners: Technology Partner Certified Integrations

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

2023-04-03 22:38:04 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
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

2023-03-23 18:37:19 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
How to Reset Password for an SSO Login User in Vault?

/hc/en-us/articles/360011776774-How-to-Reset-Password-for-an-SSO-Login-User-in-Vault-

2023-04-12 03:13:25 UTC
Question:

How to reset the password for an SSO login user in Vault？

Answer:

SSO login users need to contact the customer's identity providers to reset passwords.

Related Documentation:
- Vault Help Documentation: Vault Help
How to Check the Email Notification Status in Vault PromoMats and Vault Medical?

/hc/en-us/articles/11383316144667-How-to-Check-the-Email-Notification-Status-in-Vault-PromoMats-and-Vault-Medical-

2023-04-03 22:36:23 UTC

Question:

How to check the Email Notification Status in Vault PromoMats and Vault Medical?

Answer:

Admin users with Email Notification Status permission set can view the delivery status of Vault emails by navigating to Admin Console --> Operations --> Email Notification Status.

The email notification list can be filtered by date, email address, and status and it can be exported to CSV.

This page contains email notifications that are up to two years old. To view older email notifications, the admin user must export the full history.

Related Documentation:

Vault Help Documentation: About the Email Notification Status Page

Knowledge Base: What is the Meaning of the Statuses in the Email Notification Status Section in Vault PromoMats?
How to Configure the Glossary Feature in PromoMats?

/hc/en-us/articles/11140416333723-How-to-Configure-the-Glossary-Feature-in-PromoMats-

2023-04-03 22:36:30 UTC
Question:

How to configure the Glossary feature in PromoMats?

Answer:

Vault allows admin users to create a library of Glossary Definitions and set up approved external search engines.

To enable the glossary, navigate to Admin --> Settings --> General. Under the Documents section, select Enable Glossary Lookup, and click Save.

After enabling the glossary, it is possible to configure an external search engine, and add definitions to the glossary.

To set up an external search engine, navigate to Admin --> Settings --> General and, under Enable Glossary Lookup, enter a valid External Search URL, and External Search Label.
Important: Valid external URLs must contain the {{searchTerm}} token in the position where the search engine expects the search term. See some examples of valid URLs below:
- https://platform.veevavault.help/en/gr/search.html#stq={{searchTerm}}
- https://pubmed.ncbi.nlm.nih.gov/?term={{searchTerm}}
- https://www.google.com/search?q={{searchTerm}}
To add definitions to the glossary:
1. Navigate to Business Admin --> Glossary Definitions.
2. Click Create.
3. Enter a word or a phrase as a Glossary Term.
4. Enter the Definition Text. This box can contain text and a full path URL (the URL is rendered as a navigable hyperlink in the Glossary panel).
5. Select a Language.
1. Optional: Select a Related English Definition.
2. Click Save.
Only approved glossary definitions are displayed in Vault.

Related Documentation:

Vault Help Documentation: Configuring the Glossary & Definitions

Knowledge Base:
- What is the Glossary Feature in PromoMats?
- How to Use the Glossary Feature in PromoMats?

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-

2023-04-03 22:41:28 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.

Related Documentation:

CRM Help Documentation:

Knowledge Article:

Which Functionality Does Each Process Job Refer to in the Veeva Process Scheduler in Veeva CRM?

Why Exported Annotations are Small in PromoMats?

/hc/en-us/articles/1260801016629-Why-Exported-Annotations-are-Small-in-PromoMats-

2023-05-30 15:58:14 UTC
Question:

Why exported annotations are small in PromoMats?

Answer:

The annotations, shown as below, are exported using PDF with Annotations. PDF physical size is 28.44 x 21.33 in, whereas the annotations in PDF with Annotations download is of a fixed size that is more optimized for standard document sizes (8.5x11 in, A4, etc). There is no way at present to adjust the size of PDF with Annotation output. Hence the users can use Export Annotations under the Actions menu. This will convert the PromoMats annotations to Acrobat annotations, which would render them in a more usable format.

Related Documentation:
- Vault Help Documentation: Vault Help
Vault Reporting & Dashboards Overview

/hc/en-us/articles/4408792970907-Vault-Reporting-Dashboards-Overview

2023-04-03 22:41:44 UTC
Introduction:

Vault Reporting and Dashboards allows you to track, analyze and visualize your global data. This overview will introduce you to the core capabilities of Vault Reporting and Dashboards and will provide links to helpful additional content if you would like to learn more.

This article contains three articles that introduce you to information regarding Vault Reporting & Dashboards:
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:
Why Suggest Links is Not Available in Vault PromoMats and Vault Medical?

/hc/en-us/articles/4403919014555-Why-Suggest-Links-is-Not-Available-in-Vault-PromoMats-and-Vault-Medical-

2023-04-01 11:00:05 UTC
Question:

Why Suggest Links is not available in Vault PromoMats and Vault Medical?

Answer:

When all criteria are met, the Suggest Links option is available on the document.

There are several possible reasons Suggest Links is not available:
- Suggest Links is not enabled in the Document Type.
- The user is missing Annotate and/or Edit Relationships permission.
- There is no matching Claim.
- The Claim Match Text is not an exact match. This includes punctuation.
Related Documentation:

Vault Help Documentation: Configuring Auto Claims Linking (PromoMats)
How to Check-Out and Check-In Documents via Google Drive™ in Vault PromoMats and Vault Medical?

/hc/en-us/articles/13847553031323-How-to-Check-Out-and-Check-In-Documents-via-Google-Drive-in-Vault-PromoMats-and-Vault-Medical-

2023-03-31 15:47:32 UTC
Question:

How to check-out and check-in documents via Google Drive™ in Vault PromoMats and Vault Medical?

Answer:

If enabled, users can check-out documents, edit them on Google Drive™, and check them back in to PromoMats by using the Google Drive™ integration.

To check out a document to Google Drive™:
1. Click on the All Actions menu.
2. Select Check Out to Google Drive.
3. A warning message appears (please, check the yellow box at the end of this article). Click Continue.
  
  The user needs to authenticate their Google™ account the first time they take this action. They may also need to disable pop-up blockers in their browser.
  
  When the document is checked-out, Vault creates a new Google Drive™ folder with the pattern Veeva Vault - {vaultName} ({vaultId}), and names the file according to the pattern V-{filename} [global_version_id].{ext}.
4. The user can now edit the file in Google Drive™.
After making edits, the document can be checked back in to Vault as follows:
1. Click on the All Actions menu.
2. Select Check In.
  
  Vault automatically locates the file in Google Drive™, but it is possible to upload a new version from the user's local device by clicking the Upload icon, or to choose another file within Google Drive™ by clicking the Google Drive™ icon, and selecting another file.
3. Finally, click on Check In.
4. The edited file is uploaded to PromoMats.
Users can undo the checkout at any point if changes are not required by clicking the All Actions menu and selecting Undo Checkout to Google Drive™.

It's suggested not to use Google Drive™ documents as an organization's main format. Some Vault features, like merge fields, bookmarking, rendering, dynamic linking, and Excel report templates, work best with Microsoft Office file formats. If a user edits these files in Google Workspace, those features may be lost. Also, it is not possible to convert documents into another format without losing important information like comments, tracked changes, and special formatting.

Related Documentation:

Vault Help Documentation: About the Google Drive™ Integration

Knowledge Base: What is the Google Drive™ Integration with Veeva Vault?
Network-CRM Bridge Fails After Refresh

/hc/en-us/articles/13279827757339-Network-CRM-Bridge-Fails-After-Refresh

2023-04-03 22:35:48 UTC
Overview:

A refresh of a Sandbox instance occurred in Veeva Network. The Network-CRM Bridge is failing with an error: Failed on Node: ifFullExport OBJECT_NOT_FOUND : Network API call returns error : /v12.0/subscription/target/(instance_ID)/(subscription_ID).

Root Cause:

During a refresh the information with the external credentials and workflow for the subscription are also reset.

Solution:
- Navigate to each Network Bridge subscription in the Network instance
- Verify the Network Data information (System, Target Subscription, and Country) is correct
- Under Connection Settings, select the External Credentials that should be used for the subscription from the dropdown list and press Test Connection
- Once the connection tests successfully, press Save in the upper right corner of the page.
Note: This will need to be repeated for each Network-CRM Bridge set up in your instance.

Related Documentation:

Network Help Documentation:
- Network Instances
- Network Bridge
Vault Configuration Migration Package Deployment Guide

/hc/en-us/articles/6611450164507-Vault-Configuration-Migration-Package-Deployment-Guide

2023-04-03 22:38:14 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:
How to Generate a User List in Vault CDMS?

/hc/en-us/articles/4407502232731-How-to-Generate-a-User-List-in-Vault-CDMS-

2023-05-30 15:57:27 UTC
Question:

How to generate a user list in Vault CDMS?

Answer:

A user list of all users can be generated by the following steps.
1. Navigate to Tools --> System Tools --> Users.
2. From the Action menu on the right of the page, select CSV or Excel.
3. Vault will send a notification email with a download link once the export is completed.
Note: The exported file contains all users in the Vault.

Related Documentation:

CDMS Help Documentation: About System Tools
Why are Imported Document Links Not Linked to Content in PromoMats?

/hc/en-us/articles/360046058054-Why-are-Imported-Document-Links-Not-Linked-to-Content-in-PromoMats-

2023-05-30 15:59:55 UTC
Question:

Why are imported Document Links not linked to content in PromoMats?

Answer:

When reusing a source file on a brand new document, the link annotations and anchors can be imported from the original document by using the Import Document Links option.

The Import Document Links feature can only import the link relationships from a target document. The links will not be automatically linked to the content, and will need to be manually linked to the new document.

Related Documentation:
- Vault Help Documentation: Vault Help
Why Read-only End-Users Do Not Receive Tasks in PromoMats?

/hc/en-us/articles/360012546513-Why-Read-only-End-Users-Do-Not-Receive-Tasks-in-PromoMats-

2023-05-30 15:57:50 UTC
Question:

Why Read-only end-users cannot receive tasks as other users do that are part of the same group in PromoMats?

Answer:

Vault skips assignment for Read-only users when a task is assigned to a group. Even though this task is assigned to the group, Vault assigns the task to other end-users that are not read-only users.

Only in Read & Understood type workflows are Read-only users treated as standard document users.

Related Documentation:

Vault Help Documentation:
- License Type Restrictions
Why Document-Level Comments Cannot be Deleted in PromoMats?

/hc/en-us/articles/360010829774-Why-Document-Level-Comments-Cannot-be-Deleted-in-PromoMats-

2023-05-30 15:58:59 UTC

Question:

Why Cannot Document-Level Comments be Deleted in a PromoMats Document?

Answer:

Users with Annotate permission, which controls adding annotations, can comment, reply, and edit or delete the user's own comments.

When deleting a comment with replies, Vault also deletes the replies, even if they are other user's comments.

Generally, a user can edit and delete their own comments. If this is not possible, it means user permissions changed since the user first commented. This can happen if this user changes roles or if the document changes status.

Related Documentation:

Vault Help Documentation: Vault Help
How to Add a Custom Thumbnail to a Document in Vault PromoMats and Vault Medical?

/hc/en-us/articles/13277478024219-How-to-Add-a-Custom-Thumbnail-to-a-Document-in-Vault-PromoMats-and-Vault-Medical-

2023-04-03 22:35:48 UTC
Question:

How to add a Custom Thumbnail to a document in Vault PromoMats and Vault Medical?

Answer:

In order to add a Custom Thumbnail to a document, Edit Fields permission is needed.

To add a Custom Thumbnail to a document, follow the steps below:
1. Navigate to the relevant document, and open the Document Files section.
2. In the Doc Info Renditions panel, click the plus (+) icon.
3. Select Custom Thumbnail from the drop-down list.
4. Choose a file.
5. Click Upload.
Note that the Custom Thumbnail file must be an image file (.jpg, .jpeg, .png, .tiff...).

Related Documentation:

Vault Help Documentation: About Custom & Panoramic Thumbnails
Error: Your connection is not private or ERR_CERT_COMMON_NAME_INVALID - Occurs on Approved Email Links

/hc/en-us/articles/15615193379995-Error-Your-connection-is-not-private-or-ERR-CERT-COMMON-NAME-INVALID-Occurs-on-Approved-Email-Links

2023-05-24 20:08:15 UTC

Overview:

Links from Approved Emails are opening to an error page that states something similar to:

Your connection is not private

Attackers might be trying to steal your information from <domain>

The error page also shows an error code of NET::ERR_CERT_COMMON_NAME_INVALID

The specifics of the error may differ by platform and browser, but here is an example from Chrome:

When this issue occurs, all links from an Approved Email open to the same error page.

Root Cause:

This issue can be caused by an invalid security certificate on the Click Tracking domain created for a customer's Approved Email sending domain.

In Approved Email, all links are wrapped with a Click Tracking link that first sends the click to the Click Tracking domain to record the recipient's click. Then, the Click Tracking domain forwards the reader to the target link. This is an industry standard for tracking clicks in email.

If the Click Tracking domain's security certificate is missing or invalid, this can cause the error shown in the image above.

Solution:

When encountering this error, please open a Support Ticket with Veeva Product Support, and provide a screenshot of the error or the name of the domain listed in the error message.

Product Support will then work with internal resources to have the Click Tracking domain's security certificate regenerated.

Once the certificate is regenerated, links in email will begin working again - both in emails already sent, and any newly sent emails. There is no need to re-send the emails where the error was found, because once the certificate is corrected, links in those emails will no longer encounter the error.

Related Documentation:

CRM Help Documentation: How to Open a Ticket with Veeva Product Support?
What is the Glossary Feature in Vault PromoMats and Vault Medical?

/hc/en-us/articles/11140894767899-What-is-the-Glossary-Feature-in-Vault-PromoMats-and-Vault-Medical-

2023-04-03 22:36:29 UTC
Question:

What is the Glossary feature in Vault PromoMats and Vault Medical?

Answer:

A glossary is a set of terms and their definitions. When this feature is enabled in Vault, users can select words and short phrases, or enter a word or phrase in the search bar, and look for approved Glossary Definitions within Vault, or in approved external search engines.

Related Documentation:

Vault Help Documentation: About the Glossary & Definitions

Knowledge Base:
- How to Configure the Glossary Feature in PromoMats?
- How to Use the Glossary Feature in PromoMats?
How to Use the Glossary Feature in PromoMats?

/hc/en-us/articles/11140852241435-How-to-Use-the-Glossary-Feature-in-PromoMats-

2023-04-03 22:36:29 UTC
Question:

How to use the Glossary feature in PromoMats?

Answer:

Users must have View Content permission on the document to search the glossary and copy Glossary Definitions.

The glossary opens to the left of the document by clicking the Glossary () button, or by pressing CTRL+G on Windows™ or CMD+G on Mac.

Users can perform a search by manually entering and editing text in the Search Glossary field, or by holding down the G key and selecting text in View or Annotate mode.

Apart from the approved glossary definitions, Vault also displays search results from an external search engine if one has been configured. By clicking the external search link, users can view the search results in a pop-up window.

Clicking on the Copy Definition () button allows users to copy a Glossary Definition.

To close the glossary, click the Glossary button, or press CTRL+G on Windows™ or CMD+G on Mac.

The glossary is not accessible in the Notes and Thumbnail views, on video documents, and on token-based or public viewers.

Related Documentation:

Vault Help Documentation: Searching the Glossary

Knowledge Base:
- What is the Glossary Feature in PromoMats?
- How to Configure the Glossary Feature in PromoMats?
How Can Admins Enable the Media File Visualforce Page in Veeva CRM?

/hc/en-us/articles/12163552864155-How-Can-Admins-Enable-the-Media-File-Visualforce-Page-in-Veeva-CRM-

2023-04-03 22:36:11 UTC
Question:

How can admins enable the Media File Visualforce page in Veeva CRM for viewing and downloading the CLM Distribution files?

Answer:

Enabling the Media File Visualforce (VF) page will enable the download of the Distribution Package of a Key Message directly from the record. Users will no longer need to download the Distribution Package from Vault. To enable this, admins should:
1. Navigate to Setup -> Object Manager -> Key Message -> Page Layouts -> Select the applicable page layout.
2. Click on Visualforce Pages.
3. Drag the Media File object to the desired position on the page layout.
4. Click Save.
Note: To prevent users from downloading the Distribution Package, enable the Media File VF page on a page layout only available to admins.

Related Documentation:

CRM Help Documentation:
- Packaging Custom CLM Content
- Creating CLM Content
Knowledge Articles:
- What is a Distribution Package in Vault?
- How to Upload a Distribution Package to a Document in PromoMats?
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

2023-04-03 22:36:49 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)
Why Can a User View a Crosslink but Not a Source Document in PromoMats?

/hc/en-us/articles/360012222334-Why-Can-a-User-View-a-Crosslink-but-Not-a-Source-Document-in-PromoMats-

2023-05-30 15:59:33 UTC

Question:

Why can a user view a Crosslink but not a source document in PromoMats?

Answer:

A crossLink has its own Document Type, Lifecycle and Workflows. It resides in a different Vault from the source document.

A user needs to have access to the source Vault and permission to view the source document.

Related Documentation:

Vault Help Documentation: Vault Help
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

2023-04-03 22:36:21 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:
How Can Admins Prepare A New/Newly Refreshed Sandbox to be Added to the Veeva CRM Managed Orgs List?

/hc/en-us/articles/8122041347867-How-Can-Admins-Prepare-A-New-Newly-Refreshed-Sandbox-to-be-Added-to-the-Veeva-CRM-Managed-Orgs-List-

2023-04-03 22:37:38 UTC
Question:

How can admins prepare a new/newly refreshed sandbox to be added to the Veeva CRM Managed Orgs List?

Answer:

Please follow the below instructions on a new or newly refreshed sandbox org in order for Veeva Product Support to add the org to the Managed Orgs List.
- Be sure the vadmin user's email address matches the following format:
  
  vadmin+[customername]@sfmail.veevacrm.com
  - Newly refreshed orgs may have .invalid appended to the users' email address. This should be removed. For more information, see the following Knowledge Base article:
    How to Make the Email Address of the Vadmin User in a New Refreshed Sandbox Be Valid Again?
  - Do not make any other changes to the Vadmin user's settings other than its email address.
  - Note that the Vadmin user must not be used in any CRM Integration.
  - Some orgs may send a confirmation email to the new email address once the email is updated. Notify Product Support that the email is sent.
- Admins should provide the following information in a ticket to Product Support:
  - New Sandbox org ID - For assistance in this, see How to Find the Salesforce Org ID in CRM?
  - Parent (production) org ID
  - Old Sandbox org ID (if this is a refreshed Sandbox)
  - Vadmin username
  - Vadmin email address
  - What languages are required for use in the Org (Please ensure that the required language picklist value is enabled for the Message_vod.Language_vod field)
- Mention if any of the following is needed:
  - Engage licenses migrated
  - CLM content relinked (CLM content not managed by Vault)
  - Re-attach MyInsights Studio domain
  - If the org should be moved to the Engage Sandbox environment. See Supporting Engage Sandbox Releases
Adding the Sandbox to the Managed Orgs List may take up to 1 business day to complete once the above information is received by Product Support.

Note: If a customer requests that a CRM Sandbox Org using an older version of CRM be updated to the current version, that Sandbox must be on a CRM Version within the last three major CRM releases. If the Sandbox's version of Veeva CRM is further back than the last three major releases of CRM, the Sandbox must be refreshed from Production before being added to Managed Orgs or upgraded to the latest version of CRM.

Related Documentation:

CRM Knowledge Base:
CRM Online Help:
- Supporting Engage Sandbox Releases
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

2023-04-03 22:41:21 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:

Okta SSO OpenID Setup Instructions for Vault

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

2023-04-19 16:02:54 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 Initiate login URI: com.veeva.vaultmobile://authorize 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.

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