how to create a veeva clm key message in salesforce

Go to the CRM Key Message Records and locate the Veeva External ID Field. This field is filled with the following string pattern xxxxx - xxxx -xxx- xxxx - xxxxxx ::28::Approved_vod. Use this value as the External ID of the defined Key Message record in Vault.

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Why Veeva CRM and CLM?

"The Veeva CRM and CLM platform not only allows our medical representatives to improve their administrative effectiveness, it also provides strategic opportunities for improving targeting and segmentation, and thus provides the most relevant information to the right doctor."

Where can I find the Veeva external ID field in CRM?

Go to the CRM Key Message Records and locate the Veeva External ID Field. This field is filled with the following string pattern xxxxx - xxxx -xxx- xxxx - xxxxxx ::28::Approved_vod.

How to sync Veeva presentation and slides to CRM?

For Vault, Hosted CLM syncs the CLM Presentation and Slides to CRM. Go to the CRM Key Message Records and locate the Veeva External ID Field. This field is filled with the following string pattern xxxxx - xxxx -xxx- xxxx - xxxxxx ::28::Approved_vod.

How to add a key message to the zvod_clmdetails_VOD__C section?

The Offline applications require that the users have access to this field in order for the zvod_CLMDetails_vod__c section to function. Navigate to the user's profile. Find the FLS section and select Call (Call2_vod__c). Provide the user with FLS Read and Edit access to the Add Key Message field. (Add_Key_Message_vod__c).

What are key messages in Veeva CRM?

The Vault Key Message Object is the relationship between CRM CLM Key Message and CRM Engage Portals used for business reporting reasons. For Vault, Hosted CLM syncs the CLM Presentation and Slides to CRM. Go to the CRM Key Message Records and locate the Veeva External ID Field.

What is CLM content in veeva?

Veeva's closed loop marketing (CLM) functionality allows commercial and medical reps to engage with HCPs and key opinion leaders using compelling visual content hosted in Veeva Vault.

How does veeva use Salesforce?

Through the Veeva Vault API, teams can author, search, and access compliant documents without ever leaving Salesforce Service Cloud. Additionally, all doctor interactions are logged so that customer service and support can track progress through analytics tools in Salesforce Service Cloud and Veeva Vault.

What is CLM presentation?

CLM allows marketing materials to be displayed from the same application that sales reps are already familiar with to record calls. This marketing material showcases the important information that sales reps want to convey to their targets.

What is veeva iRep?

Veeva iRep is an iPad application, that can run offline content and allows REPS to demo HTML5 eDetail presentations, whilst capturing customer feedback.

What is Veeva Vault?

Veeva Vault is a true cloud enterprise content management platform and suite of applications specifically built for life sciences. Traditionally, companies have had to deploy applications for content and separate applications to manage associated data.

Does veeva integrate with Salesforce?

Veeva CRM is now integrated with Salesforce Marketing Cloud, a digital marketing automation and campaign management tool helping marketers track a customer's online activity.

Does veeva run on Salesforce?

Built on the Salesforce1 Platform, Veeva CRM is part of Veeva's Commercial Suite for life sciences, which delivers the accurate customer data and compliant content required to enable more effective customer engagement across multiple communication channels.

What is difference between Veeva and Salesforce?

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps... Veeva CRM is a cloud-based CRM system for the life sciences industry.

On which device type does veeva support augmented reality?

This feature is supported on iPad devices with at least A9 processors, including iPad 9.7" (2017 and later) and all iPad Pro models.

Is veeva a CRM?

The Veeva CRM suite of products is the proven and most advanced CRM solution for the life sciences industry.

Using Key Message Reactions

Users select a Reaction for each Key Message, to indicate whether the HCP's reaction to the message was positive, negative, or neutral.

Translating Key Messages

Key Messages can be translated to support multilingual implementations. The Language_vod field in the Key_Message_vod object stores the language for which the message should be available. Available Key Messages are those where the Language_vod field matches the user’s language or where Language_vod is blank on the Key Message.

Requiring Key Messages

The Require_Key_Message_vod field on the Product Catalog object enables organizations to determine if a Key Message is required when a product is detailed.

CLM Key Messages

When users deliver Key Messages using CLM content, ensure they have at least FLS Read permission for the following fields on the Key_Message_vod object:

Embedded in Veeva CRM

Leverages the complete customer view from Veeva CRM, enabling users to present and document using the latest content.

Augmented Reality

Build immersive AR content that projects onto the customer’s physical world for more memorable interactions.

Take Control of Your Content

Reps can easily manage their closed loop marketing content from directly within their natural CRM workflow.

Using Key Message Reactions

Translating Key Messages

Requiring Key Messages

CLM Key Messages

• When users deliver Key Messages using CLM content, ensure they have at least FLS Read permission for the following fields on the Key_Message_vod object: 1. CLM_ID_vod 2. Media_File_Name_vod Granting at least Read permission ensures Key Message details display in their appropriate sections on the call report (either Key Messages or CLM Details). For...

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