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 configure this feature:

1. Verify established territories exist. Displaying My Accounts requires an established Territory Hierarchy with users and accounts assigned to territories.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Navigate to Objects.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	CRED	all	beds__c account_class__v account_group__v account_identifier__v account_search_business__v account_search_firstlast__v account_search_lastfirst__v type__v alternate_name__v approved_email_opt_type__v business_professional_person__v call_reminder__v career_status__v clm_opt_type__v color__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 hospital_type__v id__v id2__v inventory_monitoring_type__v investigator_cda__v kol_cda__v language__v master_align_id__v me__v middle_name_cda__v mobile_id__v national_company_id__v nhid_cda__v no_orders__v npi__v order_type__v ownerid__V payer_id__v pdrp_opt_out__v pdrp_opt_out_date__v photo__v practice_at_hospital__v practice_near_hospital__v preferred_name__v restricted_products__v sample_default__v segmentations__v speaker_cda__v specialty_1__v group_specialty_1__v group_specialty_2__v specialty_2__v spend_amount__c spend_status__v spend_status_value__v suffix_cda__v target_cda__v status_cda__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_section__v (object control)	Read
   address__v	CRE	all	account__v street_address_2_cda__v appt_required__v billing_cda__v brick__v business_cda__v city_cda__v comment__v controlled_address__v controlling_address__v country__v created_date__v customer_master_status__v entity_reference_id__v external_id__v fax_cda__v fax_2__v home_cda__v inactive__v include_in_territory_assignment__v latitude_cda__v license__v license_expiration_date__v license_status__v license_valid_to_sample__v lock__v longitude_cda__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_cda__v phone_2__v primary_cda__v network_comp_sample_eligibility__v sample_send_status__v sample_status__v shipping_cda__v source__v staff_notes__v state__v zip_4__v	Read
   			best_times__v primary_cda__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 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	account__v icon__v color__v	Read
   			record_type_name__v	Edit
   multichannel_activity_line__v	RE	n/a	multichannel_activity__v	Read
   			record_type_name__v	Edit
   order__v	R	n/a	account__v	Read
   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__sys	R	n/a	security_profile__v	Read
   user_territory__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_section__v (object control)	Read
   vmobile_object_configuration__v	R	n/a	security_profile__v	Read

6. Navigate to Pages.
7. Grant View access to the View page.
8. Navigate to Business Admin > Objects > Veeva Settings.
9. 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.

Layout

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

Child Accounts

Add the desired child_account__v fields to the appropriate account__v object layouts. For example, on the Professional 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_cda__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.

If the ACCOUNT_LISTS_COLS Veeva Setting does not point to the ACCOUNT_LIST_COLS Veeva Message, either update the Veeva Setting to point to the Veeva Message, or enter columns in the Veeva Setting.

VMOCs

Ensure VMOCs are activated for all objects in the permissions table above (except vmobile_object_configuration__v).