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 Overview | 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 | Managing 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: