Question:
Which Goal fields of the Multichannel Cycle Plan (MCCP) related objects need to be populated by customer system admins in Veeva CRM?
Answer:
Customers are required to populate the following goal fields of the following objects in Veeva CRM:
- The Channel Activity Goal field on the MC Cycle Plan Channel records
- The Product Activity Goal field on the MC Cycle Plan Product records in case of MC Cycle Products are in use
- The Channel Interactions Goal field on the MC Cycle Plan Target records
- The Product Interactions Goal field on the MC Cycle Plan Target records in case of MC Cycle Products are in use
0 as a value can be applied in special cases and requirements. Leaving these fields as null/blank is considered misconfiguration. The fields above are not calculated by any OOTB MCCP Related job.
In case, the calculation is perceived, that is highly likely carried out by customization, custom solutions - Custom Workflows, Custom Triggers, Process Builder, Custom Apex jobs. Debugging these solutions is not within the scope of Veeva Product Support.
Do not use Custom Rollup Summary fields.
The rest of the goal fields are calculated by the MCCP Admin job, this includes, the Channel Interaction Goal field on the MC Cycle Plan Channel records, and the Product Interaction Goal field on the MC Cycle Plan Product and/or MC Cycle Plan Channel records.
They are calculated by the MCCP Admin job in CRM in the following way:
- Channel Interactions Goal on the MC Cycle Plan Channel record = Channel Activity Goal x MC Cycle Channel's Weight.
- Product Interactions Goal on the MC Cycle Plan Product record = Product Activity Goal x MC Cycle Product's Weight.
- Product Interactions Goal on the MC Cycle Plan Channel record = The sum of all Product Interactions Goal of all of its child MC Cycle Plan Product records.
- Channel Interactions Goal on the MC Cycle Plan Record = The sum of all Channel Interactions Goal of all of its child MC Cycle Plan Target records.
- Product Interactions Goal on the MC Cycle Plan Record = The sum of all Product Interactions Goal of all of its child MC Cycle Plan Target records.
Every Max field at every MC Cycle Plan level (object) has to be defined by the customer if Maxes are required to be used.
- This logic is also applied to team-based goals.
- In the event, the MC Cycle is managed by Veeva Align, these fields are handled at the side of Veeva Align using the Targeting functionality. The Veeva Align Targeting functionality is not to be confused with any CRM MCCP-related functionalities, such as CRM Goal Editing.
- In the event, that CRM Goal Editing has enabled the Activity Edit Goal fields, the Channel Activity Goal and/or Product Activity Goal fields on the MC Cycle Plan Channel and/or MC Cycle Plan Product fields are also updated by the MCCP Integration job in case the end user makes goal edit changes offline, they get approved and the criteria described in Editing MCCP Goals are met.
- In the event, that there are no MC Cycle Products / MC Cycle Plan Products, the Product related calculations will not occur.
Related Documentation:
CRM Help Documentation:
Align Help Documentation:
Knowledge Article:
- How to Determine Whether a Certain Veeva CRM Record is Managed by Veeva Align?
- Veeva CRM MCCP Admin Job Error: UNABLE_TO_LOCK_ROW: unable to obtain exclusive access to this record or x records
- Veeva Support Ticket Priority and Service Level Agreement (SLA)
- What are the Purposes of the Channel Interactions Goal / Actual / Earned and Product Interactions Goal / Actual / Earned Fields of the MCCP Functionality in Veeva CRM?
- What are the Purposes of the Channel Activity Max and Product Activity Max Fields in the Veeva CRM MCCP Functionality?