Which functionality does each process refer to in the Veeva Process Scheduler in Veeva CRM?
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|
|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|
CRM Help Documentation:
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