Question:
Which functionality does each process refer to in the Veeva Process Scheduler in Veeva CRM?
Answer:
The following table summarizes and provides a brief description of each Veeva job currently available in the Veeva Process Scheduler. The parts emphasized assist the user to avoid confusion.
| Process Name | Related Functionality | Description |
| Approved Email Processes | Approved Email Overview | Syncs Email Template content from Vault to CRM and pings Veeva Vault |
| Approved Notes Processes | Approved Notes | Manages Keyword monitoring |
| CLM Processes | CLM Overview | Syncs CLM content from Vault. CLM Content can be displayed in any CRM for Offline Applications and also in the Engage Meeting Host Application |
| CRM Vault Metadata Sync Process | Managing the Product Catalog Between Vault and CRM | Syncs Products, Content Types, Surveys and Directories into Veeva Vault |
| Cvent Sync Process | Configuring the Cvent Integration with Events Management | Integrates Cvent with Events Management |
| Engage Reporting Processes | Engage Meeting/Webinar Attendance Tracking | Manages Engage/Webinar Attendance, Remote Meeting Attendee records |
| Engage Processes | Engage For Portals/CoBrowse | Pulls in Engage CoBrowse Content and Site records from Veeva Vault |
| Marketing Cloud Process | Marketing Cloud | Manages data between Salesforce Marketing Cloud and Veeva CRM instances |
| Mobile CRM Scheduled Push Notifications | Push Notifications | Pushes Alert records to CRM for iPad |
| Multichannel Cycle Plans Process | Multichannel Cycle Plans Overview | Calculates Territory performance involving several channel activities |
| Network DCR Retry (Outbound) Process | Network Integration | Manages Outbound DCR retries |
| Network DCR Update (Inbound) Process | Network Integration | Manages Inbound DCR Updates |
| Network Subscription Process | Network Integration | Manages Network Subscription data |
| QR Sign-in Process | QR Code Self Sign-In | Manages QR codes for Events |
Related Documentation:
CRM Help Documentation:
Knowledge Article:
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.