To configure this feature:

1. Ensure Configuring Accounts is complete.
2. Create and publish at least one Account Profiling template. For more information, see Creating and Managing Account Profiling Templates.
3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the appropriate permission set.
5. Select the Objects tab.
6. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   profiling_attribute__v	R	All applicable object types	All	Read
   profiling_template__v	R	All applicable object types	All	Read
   profiling_sheet__v	CRED	All applicable object types	All	Edit

7. Grant the following additional permissions:
   • Edit permission to any fields on the account__v, address__v, tsf__v, or product_metric__v objects that are designated as editable on the Account Profiling template. For example, to allow users to change the Specialty value for an account using an Account Profiling sheet, grant Edit permission to the specialty_1__v field on the account__v object.
   • Read permission to any fields on the account__v, address__v, tsf__v, or product_metric__v objects that are designated as read-only on the Account Profiling template
8. Navigate to Business Admin > Objects > Veeva Messages.

9. Ensure the TAB_NAV_DISPLAY Veeva Message contains ;;AccountProfiling;; if the TAB_NAV_DISPLAY Veeva Setting is enabled and the Veeva Message is not null. (For more information on tab visibility, see Managing Tab Visibility and Display Order.)

10. Navigate to Business Admin > Objects > VMobile Object Configurations.
11. Enable the appropriate VMOCs for the following objects:
    • profiling_template__v
    • profiling_attribute__v
    • profiling_sheet__v

Viewing Available Account Profiling Sheets

End users on iPad can access the Account Profiling tab to view and update available Account Profiling sheets. The tab displays a list of all published Account Profiling sheets that meet the following criteria:

• Lifecycle state is Published
• user_type__v (if populated) matches the current user
• code__sys field on the country__v object (if populated) matches the user’s country code
• product__v or detail_group__v is associated with user in My Setup
• No existing profiling_sheet__v record exists where the owner is the current user and the status is submitted__v

To view more information about a profiling sheet, select the Information button. A modal displays the profiling sheet and template details.

Select an Account Profiling sheet from the list to open the sheet for viewing or editing.

If a record exists for the selected template where the user is the owner, the sheet opens displaying the Account Profiling information. If records do not exist where the user is the owner, a new record is created and the sheet opens displaying the Account Profiling information.

The columns defined in the template display only if the user has the appropriate field-level permission. DCR-enabled fields do not display.

Searching, Sorting, and Filtering Profiling Sheets

To search for a specific HCP name in the Account Profiling sheet, enter search text in the Search field. Account names that contain the search text display first in the returned list of accounts.

To sort a column in ascending order, select the column header. Select the header again to sort in descending order.

To filter a column based on a picklist field:

1. Select the filter icon in the column header.
2. Select one or more filter values.

   

3. Select Apply.

To clear the filters, select the filter icon in the column header and then select Clear.

Editing Account Information

End users can edit account information directly in the Account Profiling sheet.

To edit account information:

1. Select a field in the Account Profiling sheet.
2. Enter a new value, or select a value from a picklist.

   The edited value displays in bold text to indicate the value has been changed, but has not been saved. The account name column also displays in bold and displays an Edited icon to indicate information in that row has changed.

   If users want to review their updates, they can select the Edited button at the top of the Account Profiling sheet. This allows end users to easily view all data that changed since the last Save action.

   

3. Select Save to save any edits to the account information. The data is updated directly; no approval process is required. The bold formatting is removed from all edited values to show they have been saved.

Resolving Errors

If edited values contain errors, selecting the Save button displays an error message at the top of the columns and the values with errors are not saved. A red border displays around the fields that contain errors, and an error icon displays next to the HCP name. Select the icon to view guidelines for resolving the errors.

Submitting Completed Account Profiling Sheets

Select the Submit button on the Account Profiling sheet after all necessary edits are complete. Enter a comment in the Leave a Comment prompt to indicate a reason or description for the changes.

Submitting the Account Profiling sheet locks and closes the sheet, indicating to the business admin that the end user’s work is complete.