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Explanation of the Veeva Account Search Functionalities Across Various Veeva Products

  • Updated

Question:

The purpose of this article is to provide a clear differentiation across several Veeva Account Search functionalities of various products, visually assisted by screenshots. Certain functionalities are not considered out-of-the-box (OOTB). Details of the Non-OOTB Account Search functionalities are covered in What are Global Account Search (GAS) and Org Wide Account Search (OWAS) in CRM?

Answer:

  1. OOTB Global Account Search (GAS) in Veeva CRM Online, Lightning Platform (22R1 Functionality):

    GASBrowserResults.png

  2. OOTB Global Account Search (GAS) in Veeva CRM Offline, CRM For iPad (22R1 Functionality):

    GASiPadResults.jpeg

    This functionality may also be recognized from its Implicit Filters, Offline Platform screenshot:

    GASImplicitFilters.png

  3. Non-OOTB Global Account Search (GAS) in Veeva CRM Online, Salesforce Classic Platform:

    classic_gas.PNG
  4. Non-OOTB Org Wide Account Search (OWAS) in Veeva CRM Online, Salesforce Classic Platform:

    OWAS.png

  5. Non-OOTB Org Wide Account Search (OWAS) in Veeva CRM Online, Salesforce Lightning Platform:

    Org_Wide_Account_Search_Lightning.PNG

  6. OOTB Network Account Search (NAS) in Veeva CRM Online, Salesforce Classic Platform:

    NAS_online.PNG

  7. OOTB Network Account Search (NAS) in Veeva CRM Offline (CRM for iPad):

    NAS_Offline.PNG

  8. OOTB Global Account Browse in Veeva CRM Offline (CRM for iPad):

    GAB_Offline.PNG

  9. OOTB Advanced Account Search in Veeva CRM Offline (CRM for iPad, CRM for Windows)

    This functionality has no specific UI, it is available as a built-in capability on the standard My Accounts page and Account lookups in Veeva CRM for iPad. When the ADVANCED_SEARCH_vod Veeva Setting is enabled, search strings produce results based on multiple fields, not just the Account name.

  10. OOTB Veeva Align Targeting/Territory Feedback Global Account Search in Veeva CRM in Veeva CRM Online, Salesforce Classic Platform, Legacy Feedback Mode.

    Global_Account_Search_Align_Classic.png

  11. OOTB Veeva Align Targeting/Territory Feedback Global Account Search in Veeva CRM Offline, (CRM for iPad), Legacy Feedback Mode.

    feedbacklegacyoffline.jpg

  12. OOTB Veeva Align Targeting/Territory Feedback Global Account Search in Veeva CRM Online, SFDC Lightning Platform, Legacy Feedback Mode.

    alignfeedbackgaslightning.PNG

  13. OOTB Veeva Align Targeting/Territory Feedback Global Account Search in Veeva CRM Online, SFDC Lightning Platform, Enhanced Feedback Mode.

    alignfeedbackgaslightningmgr.PNG

  14. OOTB Veeva Align Targeting/Territory Feedback Global Account Search in Veeva CRM Offline (CRM for iPad), Enhanced Feedback mode.

    GlobalAccountSearch_offline.png

    GlobalAccountSearch1.png
Notes:
  • The OOTB Global Account Search and OOTB Network Account Search GUI look alike on CRM For iPad.
  • The screenshots are used for informational purposes. Based on the requirements, the page elements may differ from the screenshots shown above.
  • The presented data is not customer-specific.

Related Documentation:

CRM Help Documentation: 

Align Help Documentation:

 

Knowledge Base:

 

 

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