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Custom Objects to iRep

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  • Official comment
    Dustin S

    Hi Brittany,

     

    This is definitely possible. Ensure the following steps are taken and you should be set:

     

    1. Create your custom object.
    2. Create a lookup field to the Account object on your new custom object.
    3. Ensure the Related List for your custom object is on the Appropriate Account Page Layout.
    4. Grant the end-user profile object level and field level permissions to the new object.
    5. Enable a VMOC record for the new object.

     

    Once this is done, clear the Veeva Cache and perform a DB refresh as your end-user.

     

    Thanks,

    Dustin

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