Accounts Objects

The Accounts module incorporates objects covering account creation, modification, and tracking.

Account Details

• account__v – The initial object for creating and working with an account
• address__v – This object stores all addresses for account profiles. It also stores physicians’ DEA and state license information.
• affiliation__v – This object stores affiliations between person accounts and business accounts visualized in the Sphere of Influence module
• child_account__v - This object stores the hierarchy relations between person accounts and business accounts in a Parent-Child, HCO-HCO, or HCO-HCP manner. These relationships are displayed in the Account Hierarchy.

Account Territory Management

• tsf__v – This object stores territory-specific fields for an account

Account Change Management

• data_change_request__v – This object stores information for the data change request header
• data_change_request_line__v – This object stores information for data change request lines
• dcr_field_type__v – This object indicates DCR-controlled fields and which changes need to be sent to Veeva Network

My Accounts

• account_list__v – This object stores a list of accounts
• account_list_item__v – This object’s records represent individual accounts in lists on the account_list__v object
• view__v - This object stores information about Account Views

Accounts Object Types

Object types are used on the Accounts object.

There are nineteen related object types on the account__v object:

• board__v – board membership account
• distributor_branch__v – distributor branch account
• distributor__v – distributor account
• employer__v – employer account
• government_agency__v – government agency account
• hospital_department__v – hospital department account
• hospital__v – hospital account
• institution__v – institution account
• kol__v – key opinion leader
• laboratory__v – laboratory account
• mco_plan__v – managed care plan account
• mco__v – managed care organization account
• organization__v – non-MCO organization
• personaccount__v – person account
• pharmacy__v – pharmacy account
• practice__v – medical practice account
• professional__v – medical professional account
• publication__v – publication account
• wholesaler__v – wholesaler account

To get started with Accounts, complete the configuration steps below.

1. Verify established territories exist. Displaying My Accounts requires an established Territory Hierarchy with users and accounts assigned to territories.
2. Grant the following permissions for all users:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	CRED	all	beds__c departments__c account_class__v account_group__v account_identifier__v account_search_business__v account_search_firstlast__v account_search_lastfirst__v account_type__v aha__v alternate_name__v approved_email_opt_type__v atl_last_update_date_time__v business_description__v business_professional_person__v call_reminder__v career_status__v clm_opt_type__v color__v commercial_patient_days_1000__v commercial_premiums_pmpm__v contracts_process__v country__v country_code__v credentials__v customer_master_status__v default_inventory_monitoring_type__v default_order_type__v do_not_call__v do_not_create_child_account__v do_not_sync_sales_data__v enable_restricted_products__v exclude_from_zip_to_terr_processing__v external_id__v formatted_name__v furigana__v gender__v hmo__v hmo_pos__v hmo_market_shr__v hospital_type__v id__v id2__v inventory_monitoring_type__v investigator__v kol__v language__v master_align_id__v me__v medicaid__v medical_expenses_pmpm medical_loss_ratio__v medicare__v middle__v mobile_id__v model__v national_company_id__v national_healthcare_id__v net_income_loss_000__v no_orders__v npi__v offerings__v order_type__v ownerid__V payer_id__v pdrp_opt_out__v pdrp_opt_out_date__v photo__v pmpm_income_loss_000__v ppo__v ppo_pos__v practice_at_hospital__v practice_near_hospital__v preferred_name__v regional_strategy restricted_products__v sample_default__v segmentations__v speaker__v specialty_1__v group_specialty_1__v group_specialty_2__v specialty_2__v spend_amount__v spend_status__v spend_status_value__v suffix__v target__v tax_status__v total_lives__v total_mds_dos__v total_pharmacists__v total_physicians_enrolled__v total_revenue_000__v total_sent_message__v union_id__v country_user__v veevaid__v vl_link__v vl_url__v	Read
   			territory_test__v primary_parent__v	Edit
   account_list__v	CRED	n/a	n/a	n/a
   account_list_item__v	CRED	n/a	n/a	n/a
   account_overview_layout__v	R	n/a	timeline_engage__v (Field App Control)	Read
   address__v	CRE	all	account__v address_line_2__v appt_required__v billing__v brick__v business__v city__v comment__v controlled_address__v controlling_address__v country__v customer_master_status__v entity_reference_id__v external_id__v fax__v fax_2__v home__v inactive__v include_in_territory_assignment__v latitude__v license__v license_expiration_date__v license_status__v license_valid_to_sample__v lock__v longitude__v mailing__v map__v master_align_id__v mobile_id__v network_cds_entity_id__v network_dea_entity_id__v network_distributor_entity_id__v network_license_entity_id__v network_rxa_eligible__v no_address_copy__v office_notes__v phone__v phone_2__v network_sample_eligibility__v sample_send_status__v sample_status__v shipping__v source__v staff_notes__v state__v zip__v zip_4__v	Read
   			best_times__v primary__v	Edit
   address_coordinates__v	CRED	ios__v	address__v geocode_fail__v last_geocode_date__v latitude__v longitude__v user_detail__v	Edit
   affiliation__v	CRE	n/a	role__v to_account_name__v to_account_record_type__v	Read
   call__v	C	callreport__v	n/a	n/a
   child_account__v	CRED	n/a	alternate_name__v best_times__v child_account__v child_account_identifier__v child_account_search_lastfirst__v child_affiliation_count__v child_furigana__v child_name__v child_record_type__v copy_address__v customer_master_status__v external_id__v external_key__v formatted_name_furigana__v hierarchy_type__v location_identifier__v master_align_id__v mobile_id__v network_primary__v parent_child_furigana__v parent_account__v parent_account_identifier__v parent_affiliation_count__v parent_child_formatted_name__v parent_child_name__v parent_furigana__v parent_name__v parent_record_type__v primary__v	Read
   childaccount_tsf__v	RE	n/a	child_account__v external_id__v my_target__v territory__v	Edit
   multichannel_activity__v	RE	n/a	icon__v color__v	Read
   			record_type_name__v	Edit
   multichannel_activity_line__v	R	n/a	n/a	n/a
   			record_type_name__v	Edit
   order__v	R	n/a	n/a	n/a
   order_line__v	R	n/a	n/a	n/a
   preferences__v	RED	n/a	last_account_view_used__v last_view_used__v	Read
   product_metrics__v	at least R	n/a	n/a	n/a
   territory__v	R	n/a	n/a	n/a
   tsf__v	at least CRE	n/a	territory__v	Read
   user__v	R	n/a	security_profile__v	Read
   user_teritorry__v	R	n/a	territory__v user__v	Read
   view__v	CRED	n/a	n/a	n/a
   vmobile_home_page_layout__v	n/a	n/a	mc_activity__v (Field App Control)	Read
   vmobile_object_configuration__v	R	n/a	security_profile__v	Read

3. Enable the View App Page.
4. Populate the Person Account Object Types Veeva Setting by selecting the account__v object types corresponding to person accounts. For example, Person Account, Professional, KOL.

Page Layout

For users managing the account hierarchy, add the Members or Member Of related list to the corresponding Account or PersonAccount page layouts.

Child Accounts

Add the desired child_account__v fields to the appropriate account__v object page layouts. For example, on the Professional page layout, you may want to add the Primary Parent field to the Account Information section.

Veeva Messages

Enter a comma-delimited list of column names in the ACCOUNT_LIST_COLS Veeva Message to display different account, address, or TSF-related information for each account in an account list. Use the following format: Object_API_Name.Field_API_Name.

For example, account__v.name__v,address__v.name__v,address__v.city__v

To add a column to the account list, include the column name in the ACCOUNT_LIST_COLS Veeva Message. Verify users have at least read field permission to all of the fields defined in the ACCOUNT_LIST_COLS Veeva Message.