Question:

How can admins prepare a new/newly refreshed sandbox to be added to the Veeva CRM Managed Orgs List?

Answer:

Please follow the below instructions on a new or newly refreshed sandbox org in order for Veeva Product Support to add the org to the Managed Orgs List. 

• Be sure the vadmin user's email address matches the following format:
  
  vadmin+[customername]@sfmail.veevacrm.com
   
  • Newly refreshed orgs may have .invalid appended to the users' email address. This should be removed.
  • Do not make any other changes to the Vadmin user's settings other than its email address.
  • Note that the Vadmin user must not be used in any CRM Integration.
  • Some orgs may send a confirmation email to the new email address once the email is updated. Notify Product Support that the email is sent. 
• Admins should provide the following information in a ticket to Product Support:
  • New Sandbox org ID - For assistance in this, see How to Find the Salesforce Org ID in CRM? 
  • Previous Sandbox org ID (if this is a refreshed Sandbox)
  • Vadmin email address
  • Vadmin username
  • Parent (production) org ID
  • What languages are required for use in the Org (Please ensure that the required language picklist value is enabled for the Message_vod.Language_vod field)
• Mention if any of the following is needed:
  • Engage licenses
    • Note: Veeva, by default, will provision 5 Engage licenses. If more are required provide the following in the ticket so that it can be sent for approval.
      • How many?
      • How long? Please provide an exact date.
      • What is the business purpose? Be specific, just saying training doesn't always get the desired result. 
  • Does Engage Connect need to be deployed?
    • NOTE: Engage Connect will automatically be deployed on the following Monday after an ORG has had Engage Licenses added. A request can be made for early deployment. 
  • CLM content relinked (CLM content not managed by Vault) 
  • Re-attach MyInsights Studio domain
  • If the org should be moved to the Engage Sandbox environment. See Supporting Engage Sandbox Releases

Adding the Sandbox to the Managed Orgs List may take up to 1 business day to complete once the above information is received by Product Support. 

Related Documentation:

CRM Knowledge Base:

• What are Veeva Managed Orgs in CRM?
• How Does MyInsights Studio Handle Sandbox Refreshes?
• How to Find the Salesforce Org ID in CRM? 
• How to Open a Ticket With Veeva Product Support? 

CRM Online Help:

• Supporting Engage Sandbox Releases