Decoupled Unverified Records

Users can create and immediately use decoupled unverified accounts, addresses, and child account records to log a call, or use decoupled unverified new records for an existing account.

For example, a user wants to submit a call for an HCP, but one of the attendees is not an existing account. After searching for the attendee, the user selects the New Account action and enters all the required data for the New Account Wizard, which immediately adds the decoupled unverified account and allows the user to add the attendee to the call.

This feature is available from the following entry points:

Who can use this feature?

Configuring Decoupled Unverified Records for

To configure this feature:

  1. Ensure Configuring Accounts is complete.
  2. Navigate to Admin > Users & Groups > Permission Sets.
  3. Select the appropriate permission set.
  4. Select the Objects tab.

  5. Grant the following permissions: 

    Object Object Permission Object Type Fields Field Permission

    data_change_request__v

    C
    • account__v
    • address__v
    • child_account__v

    n/a

    n/a

    data_change_request_line__v

    C

    all

    n/a

    n/a

    dcr_field_type__v

    C

    n/a

    n/a

    n/a
  6. Remove Create access from the following objects for DCR users:
    • account__v
    • address__v
    • child_account__v

    Do not remove Create access to these objects if the user is also configured to use CRM Managed Account Types. Users require Create access to these objects to create records without submitting a DCR.

  7. Navigate to Business Admin > Objects > Veeva Settings.
  8. Populate the Data Change Request Mode Veeva Setting with a value of 2 to allow creation of DCRs.
  9. Populate the Network Customer Master Mode Network Setting with a value of 0 to prevent user DCRs from being sent to the Veeva Network.

When CRM Managed Account Types is configured, Vault CRM does not create a DCR for the account object type specified in the CRM Managed Acct Types setting, but the account is still created and available for immediate use

Third party account object types are not supported. All other object types are supported.

To configure this feature:

  1. Ensure Configuring Accounts is complete.
  2. Navigate to Admin > Users & Groups > Permission Sets.
  3. Select the appropriate permission set.
  4. Select the Objects tab.

  5. Grant users the following permissions: 

    Object Object Permission Object Type Fields Field Permission

    data_change_request__v

    C
    • account__v
    • address__v
    • child_account__v

    n/a

    n/a

    data_change_request_line__v

    C

    all

    n/a

    n/a

    dcr_field_type__v

    R

    n/a

    n/a

    n/a
  6. Remove Create access from the following objects for DCR users:
    • account__v
    • address__v
    • child_account__v

    Do not remove Create access to these objects if the user is also configured to use CRM Managed Account Types. Users require Create access to these objects to create records without submitting a DCR.

  7. Grant Edit permission to the Customer Master Status field on the account__v, address__v, and child_account__v objects.

    Unverified records are created with a Customer Master Status of Under review.

  8. Navigate to Business Admin > Objects > Veeva Settings.
  9. Populate the Data Change Request Mode Veeva Setting with a value of 2 to allow creation of DCRs.
  10. Navigate to Network Settings.
  11. Populate the Network Customer Master Mode Network Setting with a value of 0 to prevent user DCRs from being sent to the Veeva Network.

When CRM Managed Account Types is configured, Vault CRM does not create a DCR for the account object type specified in the CRM Managed Acct Types setting, but the account is still created and available for immediate use

Third party account object types are not supported. All other object types are supported.

To enable users to create unverified records on mobile devices without an internet connection:

  1. Ensure users have Create access to account__v, child_account__v, and address__v objects to allow the creation and editing of records.

  2. Navigate to Business Admin > Objects > Veeva Settings.

  3. Populate the Data Change Request Mode Veeva Setting with a value of 3 (Offline Mode).

  4. Navigate to Network Settings.

  5. Populate the Network Customer Master Mode Network Setting. Set the value to 0 to prevent DCRs from being sent to Veeva Network.

    Other values for the Network Customer Master Mode Network Setting are not supported by DCR Mode 3 (Offline Mode).

Using Decoupled Unverified Records as

When users search for an account and do not find the account in the results, they can select the New Account action and use the New Account Wizard to enter account details. Users can also enter a new address from the Addresses section of the Account Detail screen. Vault CRM creates a Data Change Request. The new decoupled unverified account or address record is immediately available for use in calls.

If offline mode (DCR Mode 3) is configured, the new records are synced to the database when an internet connection is established.

Related Topics

Data Change Requests Overview

Network and Data Change Request Settings Overview