To configure this feature:

1. Ensure the following is complete:
   • Configuring Accounts
   • Configuring the Product Catalog
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 Types	Fields	Field Permission
   commercial_insight__v	CRED	commercial_insight__v	All Fields	Edit

6. Select the commercial_insight__v object.
   • Grant Execute permission to the Unlock action
   • Grant Execute permission to the Submit action
7. Navigate to Admin > Configuration > Tabs.
   • Select Create
   • Add a new tab for the commercial_insight__v object
   • Select Save
8. Navigate to Admin > Users & Groups > Permission Sets.
   • Select the appropriate permission set
   • Select the Tabs tab
   • Grant access to the Commercial Insights tab
   • Select Save

Optional Configuration

If creating Commercial Insights from the Call Report (iPad only):

1. Ensure Configuring Call Reporting is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Select call2__v.
6. Grant View permission to the commercial_insights_section__v section control.
7. Add the commercial_insights_section__v section control to the appropriate Call Report (call2__v) layouts.

To allow users to create a Commercial Insight from the Account related list:

1. Navigate to Admin > Users & Groups > Permission Sets.
   • Select the appropriate permission set
   • Select the Objects tab
   • Select account__v
   • Grant Execute permission to the Create Commercial Insight action
2. Navigate to Admin > Configuration > Objects
   • Select account__v
   • Select the Object Types tab.
   • Select Actions
   • Select Edit Object Type Actions from the All Actions menu
   • Grant access to the create_commercial_insight__v action for the appropriate object types

To add the Commercial Insight section to the account layout:

1. Navigate to Admin > Configuration > Objects.
2. Select account__v
3. Select the Layouts tab
4. Add the commercial_insights__v related object section to the appropriate layout

To configure this feature:

1. Ensure the following is complete:

• Configuring Accounts
• Configuring the Product Catalog

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 Types	Fields	Field Permission
   commercial_insight__v	CRED	commercial_insight__v	All Fields	Edit

6. Select the commercial_insight__v object.
7. Grant Execute permission to the Submit action
8. Navigate to Business Admin > Objects > Veeva Settings.
9. Define the columns displayed on the Commercial Insights iPad tab by entering a comma-delimited list of field API names in the Commercial Insights Columns Veeva Setting. The recommended/default value is: date__v,summary__v,insight__v,account__v,product__v,commercial_insight_status__v
10. Navigate to Admin > Configuration > Tabs.
    • Select Create
    • Add a new tab for the commercial_insight__v object
    • Select Save
11. Navigate to Admin > Users & Groups > Permission Sets.
    • Select the appropriate permission set
    • Select the Tabs tab
    • Grant access to the Commercial Insights tab
    • Select Save
12. Navigate to Business Admin > Objects > VMobile Object Configurations.
13. Ensure a VMOC is active for commercial_insight__v for the appropriate mobile device.

Optional Configuration

If creating Commercial Insights from the Call Report (iPad and Windows only):

1. Ensure Configuring Call Reporting is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Select call2__v.
6. Grant View permission to the commercial_insights_section__v section control.
7. Add the commercial_insights_section__v section control to the appropriate Call Report (call2__v) layouts.

To allow users to create a Commercial Insight from the account detail:

1. Navigate to Admin > Users & Groups > Permission Sets.
   • Select the appropriate permission set
   • Select the Objects tab
   • Select account__v
   • Grant Execute permission to the Create Commercial Insight action
2. Navigate to Admin > Configuration > Objects
   • Select account__v
   • Select the Object Types tab.
   • Select Actions
   • Select Edit Object Type Actions from the All Actions menu
   • Grant access to the create_commercial_insight__v object type action for the appropriate object types

To add the Commercial Insight section to the account layout:

1. Navigate to Admin > Configuration > Objects.
2. Select account__v.
3. Select the Layouts tab.
4. Add the commercial_insights__v related object section to the appropriate layout.

To enable the tab on iPad:

1. Navigate to Business Admin > Objects > Veeva Messages.
2. Select the tab_nav_display__v Veeva Message.
3. Add CommercialInsights to the Text field in the desired order.

Users can record insights directly from the Commercial Insights tab or from an account (iPad and Windows only).

Once a Commercial Insight is submitted, it is locked and cannot be edited or deleted by end users. Business admin users can unlock a Commercial Insight for editing.

Creating Commercial Insights from the Commercial Insights Tab

To create a Commercial Insight:

1. Navigate to the Commercial Insights tab.
   
2. Select the Plus icon (iPad) or Create (Browser).
3. Enter the details of the Commercial Insight in the Insight field. All other fields are optional. When selecting a Product, the list is filtered to products assigned to the user in My Setup.
   
4. Select Save or Submit.

Creating Commercial Insights from an Account

To create an insight for a specific account:

1. Navigate to the appropriate account.
2. Select Create from the Commercial Insights section. A Commercial Insight record displays with the Account field automatically populated.
   
3. Enter the details of the Commercial Insight in the Insight field. All other fields are optional.
4. Select Save or Submit.

Creating Commercial Insights from the Call Report (iPad and Windows)

To create a Commercial Insight from the call report:

1. Navigate to the Commercial Insights section on the Call Report.
2. Select Add Commercial Insight.
   
3. Complete the detail fields. New entries are automatically placed at the bottom of the section. Users can delete a Commercial Insight by selecting the delete icon.
   
4. Save or Submit the call report. The Commercial Insight is saved when the call report is saved or implicitly saved, and submitted when the call report is submitted.

If a Commercial Insight requires correction after it is submitted, business admin users can unlock the record. This functionality is only available from the Browser platform.

To unlock a record:

1. Select the Commercial Insight to unlock.
2. Select the Unlock action from the All Actions menu. The record status reverts from Submitted to Saved, allowing for further edits.