Determines the status of behavior and status of addresses when merging accounts.

ACTIVE - Merges all addresses from the losing account and sets their statuses to Active

• ASIS - Addresses are copied to the winning account without updating their statuse
• sINACTIVE - Merges all address from the losing account and sets their statuses to Inactive

Comma delimited list of object API names and relationship names used to determine the Account Plan progress object hierarchy. Each value should be the name of an object followed by the name of the relationship separated by a dot. The first object.relationship is considered the top of the hierarchy, the last at the bottom. Default hierarchy is: Plan_Tactic_vod__c.Account_Plan_vod__r, Account_Tactic_vod__c.Plan_Tactic_vod__r, Call_Objective_vod__c.Account_Tactic_vod__r

Enables automatic sharing of Account Plan related data to Team Members. See documentation for more details. 

0 - Disabled (default value)

• 1 - Enabled

This flag determines whether or not to display the account preview page in the new account creation process. Value 1 turns it ON.

A comma delimited list of settings for special configuration of the Account Hierarchy Page (for example, a value of 1 turns on the Account Plans Overlay).

Reference to a Veeva Message containing a comma-delimited list of column names. This list is used to specify which columns display in My Accounts.

String used by application: ACCOUNT_MOBILE_SOQL is a comma separated list containing the fields on account to include in the Veeva mobile application.

This setting points to a Veeva Message that is a delimited string of the format: <ICON_NAME>:<CUSTOM_RECORD_TYPE>,<CUSTOM_RECORD_TYPE>;<ICON_NAME>:<CUSTOM_RECORD_TYPE>,<CUSTOM_RECORD_TYPE>

ICON_NAME is one of the standard icons we deliver and CUSTOM_RECORD_TYPE is the name of the custom object type that is mapped to the icon. Multiple custom record types can be tied to the same icon by placing them in a comma delimited list. Multiple icon mappings are separated by a semicolon. Example: Professional_vod:MyCustom1,MyCustom2;Hospital_vod:MyCustom3

Reference to the Veeva message that contains the fields and their regular expressions.

Controls the number of days before the activity sync process stops.

Reference to the Veeva message that contains the fields and their regular expressions.

Determines the UI that is displayed for Attendee Selection.

• 0 = Legacy UI
• 1 = Current UI

Turns on the Advanced Search capability.

String used by application: AFFILIATION_VOD_MOBILE_SOQL is a comma separated list containing the fields on Affiliation_vod to include in the Veeva mobile application.

Where Clause for the Affiliation object VMOC.

References a Veeva message that contains the configuration for allowing only certain call record types for each account object type. The syntax for the Veeva message is: <ACCOUNT_RECORD_TYPE1>,<CALL_RECORD_TYPE1>,<CALL_RECORD_TYPE2>,...;;

If there is no call object type provided, the call functionality will be removed for the account object type.

Veeva Internal Use Only.

Used to indicate which Application Profile the settings are applicable for, if the settings are meant to be profile-specific.

Flag that enables tracking of changes to Account Shares generated by the Account Territory Loader tool. This is to allow territory changes on mobile platforms to be properly synchronized. When enabled, a special field on Account, ATL_Last_Update_Date_Time_vod, will be updated on all Accounts affected by the ATL process.

Number of hours since the last refresh when the user will be alerted to perform a manual refresh.

Number of minutes to wait for the next refresh reminder to the user if the current data needs new refresh.

Field to enable additional authentication when exiting signature pages on the iPad.

Enables the automatic creation of an unassigned call with the Exploria integration.

Activates the auto-syncing of submitted call data. The value is specified in the number of minutes upon which the auto-sync routine will be invoked.

Enables bulk call objective creation.

Determines if a user can add business accounts as event attendees. See documentation for more details.

Time in minutes before an object stored in Veeva cache expires.

Define the query of what cycle plans should be used for batch calculation.

Points to the Veeva Message to define the query of what calls should be used for calculation.

Turns on the real time calculation of cycle plans.

Points to the Veeva Message to define the query of what calls should be used for calculation.

Represents the number of days in the past that a user cannot save a call before. For example, if the value is 30, then a user cannot save a call where the date is more than 30 days in the past.

n/a

Specifies a default call object type for calls created directly from Call Objectives. If this setting is not populated, calls are created with the default object type for the user's profile.

Used to indicate the number of lead days to indicate to the user of any upcoming deadlines for Call Objectives.

Conflict Status Threshold. Values possible: 0, 1, 2, 3.

• 0 - no conflict control is done
• 1 - same day conflict check
• 2 - one day before and after conflict check
• 3 - two days before and after conflict check

This Veeva Setting limits the ability to submit calls from the prior month past a date in the following month. Define a list of dates for the prior month for which calls cannot be submitted past.

CALL_SUBMISSION_MONTHLY_WINDOW = <MONTH_NUMBER>,<NUMBER OF DAYS OF WINDOW>;<MONTH NUMBER>, <NUMBER OF DAYS OF WINDOW>;

Where <NUMBER OF DAYS OF WINDOW> determines the number of days of the defined <MONTH NUMBER> that you allow calls to be submitted for the previous month (<MONTH NUMBER> - 1 unless January, then it would be 12).

List of Call fields synced to the mobile application.

Contains a valid username that is permitted to archive locked calls.

String used by application. Contains the SOQL where clause to filter the number of calls downloaded to the mobile application.

n/a

String used by application. Contains the SOQL where clause to filter the number of calls downloaded to the mobile application.

Historical number of days of call history that will be synced.

This value determines the number of days before a Call Objective due date to display an alert to the user. For example, if this value is 14, alerts will be displayed for Call Objectives beginning two weeks before the objectives are due.

Displays simple metrics for a rep using keywords, for example, %30DAY, %7DAY, %1DAY, %AVG and /n

Determines if the user has access to the Camera Roll.

• 0 - Camera Roll is on
• 1 - Camera Roll is off

Number of days of call history to sync for users over the account cap.

Used to enable the display of the Child Account information section in the account creation wizards.

Timeout, in the number of seconds, for client communication requests. 60 = 1 minute, 3600 = 1 hour.

Lowering this value may result in sync failures. This setting applies to incremental syncs, refreshes, and initial syncs. It applies to data, meta-data, and media requests.

When checked, presentations launch directly from the presentation viewer and start on the first slide.

Show a modal allowing the user to select an account before exiting a CLM presentation.

When checked, this enables the highlighter pen in CLM.

Comma delimited list of Field API names on clm_presentation__v which defines possible groupings of CLM presentations.

Hides the content above the navigation bar when checked.

When checked, this enables the ability to create a call after selecting an account while previewing media in the Media Player.

When checked, video key messages will begin playing as soon as the user swipes to the key message. When unchecked, users will have to tap the screen to begin the video.

This message will contain the HTML for the org information for printing on Orders.

The format of the generated Content Acknowledgment receipt can be configured by modifying the HTML text contained within this setting.

The duration in days for which the alert for new content is displayed to the users.

Enables copy of values from last submitted Inventory Monitoring record:

• 0 - disabled
• 1 - copies values from last submitted IM.

This setting points to a Veeva Message that determines the default disclaimer text to display on contracts. The correct format for this setting is MESSAGENAME;;CATEGORY for the Veeva Message to be used.

When checked, a message will display to the user when no cycle plan data exists. The message is configured through the CYCLE_PLAN_NO_DATA_MESSAGE Veeva message.

List of column headers for the cycle plan tab. Only fields from the cycle_plan__v object can be added to this list.

Where clause to filter the Cycle Plan Target records downloaded to the mobile application. WHERE (cycle_plan__vr.territory__v in (@@USER_TERRITORY_NAMES@@) OR cycle_plan__vr.ownerid__v = @@USER_ID@@).

threshold -- used to decide display color, in xx,yy format(xx,yy are both integers)

Where clause to filter the Cycle Plan records downloaded to the mobile  application. Default value is WHERE territory__v in (@@USER_TERRITORY_NAMES@@).

Determines if a user can add attachments when submitting a Data Change Request.

Comma delimited list of account object types that are available to users when creating new Account DCRs. If left blank, all account object types the user has read permission to are available.

Determines if a user can create Data Change Requests. See documentation for more details.

When populated, this defines which datetime display pattern should be used when Vault locale cannot be detected. Accepts Oracle SimpleDateFormat only. For e.g., use "MM/dd/YY 'at' hh:mma z" if the desired display for an en_US user is "12/01/22 at 5:30pm PST". If the field contains a null or invalid pattern, the datetime pattern will default to ISO 8601 format: "yyyy-MM-dd HH:mm z".

The number of days DCR update notifications will be displayed in the Alert widget on iPad.

List of Call fields to display on the Call Report in the PDA application for the DEFAULT call object type.

Setting for determining default homepage for Account when Account is not flagged as a KOL.

For Commercial CRM:

• 0 or 2 = Account Detail (default)
• 1 or 3 = Account Overview Timeline (default)

For Medical CRM:

• 0 or 1 = Account Overview Timeline (default)
• 2 or 3 = Account Detail (default)

Name of the Veeva Message which stores the mapping between event record types and attendee record types. Default value is DEFAULT_ATTENDEE_RECORD_TYPE;;MEDICAL_EVENTS.Syntax is MessageName;;MessageCategory

If checked, the Address field on a new Call will always default to --None-- regardless of whether or not a value exists in the Preferred Address field on the Territory Field object. If the Address field is marked as required, the --None-- value will not be an acceptable value.

References a Veeva message that contains the configuration for setting a default call object type by the account object type of the call. The syntax for the Veeva message is: <ACCOUNT_OBJECT_TYPE1>,<CALL_OBJECT_TYPE1>;;...

If there is no call object type provided, the setting is ignored.

Setting to determine the default page for KOL Profile. This does not apply to the Medical app.

• 0 - Detail page
• 1 - KOL HTML Summary Profile page

References a Veeva message that contains the list of destination endpoints used for Delegated Authentication to log in to other orgs. List of destination endpoints used for Delegated Authentication to log in to other orgs. Syntax is <ENDPOINT NAME>,<AUTH URL>,<APPLIES TO URL>;;

If checked, the Download: CSV | Excel link does not display in My Accounts.

Prevents the creation of an Affiliation when creating a new account using the New Object Type Wizard or Parent Account Wizard. Default value is unchecked.

On capture of signature, the user-entered value of the Call Datetime field is not overwritten by the value of the Signature Date field. A value of -1 indicates this setting is disabled.

If checked, None will not be an option in the Location field drop down when creating an Individual Call for a Person Account. Default value is unchecked.

If set to True, users cannot edit the Product Group tabs in the Account Ratings and Evaluations section. The default is False.

Disable autosend functionality on the iPad platform.

This setting will disable entry points into the Account Map page. Multiple entry points should be delimited with a double semi-colon.

Determines if discount is reduced to 0% if free goods are given in that order line.

This setting points to a Veeva message of the same name for disabling the new button on related lists on iPad.

This holds a list of search terms that would be disabled for the User. <Object1>.<Field_API_name1>,<Object1>.<Field_API_name2>,<Object2>.<Field_API_name1>... For example, account__vr.account_identifier__v,address__vr.phone_1__v" will turn off the ability to search on Account Identifier or Phone 1. This does not remove the field from the results set visibility.

Setting will disable Validation Rules execution across all devices when set to True.

Determines the behavior of related records for losing accounts when merging accounts. When true, only child account records and account territory records are processed.

If set to True, then the All Accounts option in the territory picklist will be removed if the user is aligned to at least one territory.

If checked, only account calls owned by the current user are downloaded to the PDA application.

This determines whether the First Name field is required in the New Account Wizard. Default is unchecked, making first name required.

If checked, this prevents child accounts from being created automatically when creating a new account record using the Object Type Wizard or Parent Account Wizard.

Configurable parameter to prevent display of Mass Update button on My Accounts.

• No - (Default) Display Mass Update button
• Yes - Do not display the Mass Update button

TEXT MUST NOT BE TRANSLATED.

Value should be true to disable the sign button on a medical inquiry page after a signature. Value should be false otherwise.

When true, this disables the new calendar and shows the old My Schedule in Vault CRM on mobile devices.

This setting designates the account types for which the Parent Account Wizard should not display. Account record types should be entered in a comma delimited list based on the Object Type Label. For example, hospital__v.

Configurable parameter to prevent a view from executing for a territory with too many levels.

• Yes - Only runs view for a territory that is at most one level deep
• No - (Default) Runs as normal

Determines whether the Confirmed Quantity value on a Sample Receipt record is defaulted or if the user is required to enter in the quantity received for each line item. Default value is unchecked.

If true then the Send Log Files button on the Options dialogue does not display.

If true then the sign button is disabled after a signature is captured.

Causes weekend days to be included when placing multi-day TOT records on the calendar. For example, a three-day TOT will show up on three consecutive days regardless of whether one or more of those days are on a weekend.

String used by application. Default is: Enter Disclaimer Text Here.

String used by application. Default is: I hereby certify that I have requested the listed Samples and Quantities and all information pertaining to my License is valid and accurate.

References a Veeva message that gets displayed in the call signature page when no samples or details are selected for a call.

Disclaimer used when Detail-Only call is signed via the Sign for Details section attribute.

Controls the font size of the disclaimer text on the signature capture screen. Increasing the value will increase the font size, decreasing with shrink the font size. The default value is 16.

Setting to display users’ external calendars to managers.

The value of this message will display in parenthesis next to a Detail record on the Call Report when detailing via an electronic detailing solution. Designed to be used if leveraging an integration with an eDetailing solution to provide differentiation.

Enables configurable cycle plan display and sorting in the call schedulers.

Setting to control the visibility of the Agenda view of My Schedule on iPad.

Setting to control the visibility of the Month view of My Schedule on iPad.

Setting to control the visibility of the Week view of My Schedule on iPad.

When enabled, specified CRM activity is performed against the Child Account records instead of the Account records. This setting is used to replace the Business Professional object type. The activity performed against Child Account records include My Account Search and Profile View, My Schedule, Call Report and Attendee Search, and Multi-Channel Cycle Plans.

Enables Country dimension based on Account and User Country picklists from global picklist definition. Value 1 enables this setting.

Turns on custom fields in the UI for supported relationship controls. See documentation for more details.

Setting will enable Enhanced Lookup Dialogs & Filters. See documentation for more information.

If this setting is set to true, the older Flash based Sphere of Influence will be used. When set to false, the new HTML5 Sphere of Influence will be used.

Setting that determines whether mobile applications should enforce Intune Mobile Application Management (MAM). When enabled, the CRM app will verify if the device and user are subject to Intune App Protection Policies.

Enables location-based functionality.

Enable the new calendar and scheduler for the iPad.

Setting to enable non-blocking sync for users.

Setting for enabling Order Approval Automatic Request to SFDC Approvals. Set 0 to disable and 1 to enable.

This determines a subset of Parent account types that a Account can be created from in the New Account Wizard's Parent Wizard.

Controls if address information is copied to child accounts in bulk and asynchronously.

If true, Sample Transactions are created when saving call reports with electronic signatures or sample cards. Default is false, which creates Sample Transactions on submit, and which maintains backward compatibility.

Simple hierarchy means one parent account only for each child account.

Default is false, price additive behavior is active.

Determines if SSO is enabled. Setting value should be the same as the current profile's IsSsoEnabled value (English label for Profile field IsSsoEnabled is Is Single Sign On Enabled).

When checked, users creating new person accounts using the New Object Type Wizard will be able to assign the territory the new account should be aligned to. When unchecked, the new account will be aligned to all territories the business account is aligned to.

If set to True, Product Metrics per Detail Group defined on the Account act as an additional filter for Call Detail quick entry. Detail items for Groups not captured in Product Metrics for the Account continue to be available through Search. This is disabled by default.

This flag, when true, will enable the display of the Account's TSF Preferred Location, or the Account's Primary Parent when available.

Allows users to view events from external calendars within Vault CRM.

If true then the Copy button on My Schedule Week view will be enabled.

If checked, the Cycle Plan Target list and the Account Cycle Plan will display a calculation for the remaining number of calls in place of the current attainment percentage.

Configuration setting to turn on dual license checking for a controlled substance.

Prevents expired Sample Lots from displaying in the Lot # picklist when creating a Call Report. If checked, then all Sample Lots that have an Expiration Date that is prior to Today’s date will not be available for selection. The default value is unchecked.

This message will indicate whether to use the Flash based charts or native WPF charts. The default value is false.

Enables the display of the number of attendees for a group call or for individual calls with attendees in the My Schedule Day and Week views. Default value is unchecked.

If set to true then AccountShare, Groups, and TSF will be filtered by user territories when syncing.

This message will determine if the Print Inventory Worksheet link displays on the My Samples page.

Displays the My Samples tab in Vault CRM on iPad.

Designates whether the License Expiration Date validation should be bypassed to allow for sample disbursements. Default value is unchecked.

Enables productive call scheduling.

Enables a User Lookup field on the My Samples page allowing Managers and Administrators to view the My Samples page of another User.

Remove the display of Address from My Schedule and replace it with Read-Only Call Location. The default is false.

Enables the display of an indicator when a sample drop or transfer will result in a negative balance of inventory for a given sample lot. Default value is unchecked.

Enable the new call planning calendar.

Checking this box enables the Call Objectives menu item on mobile devices. This will display as a menu item on the home page.

This determines whether the Account being created should use the Address Inheritance logic, to copy from a Parent Account.

If checked, the Parent Account Wizard will be used when creating a new account from the My Accounts page. Default value is unchecked.

If checked, new sample lot numbers are automatically activated when a sample receipt is confirmed.

Displays a dialog prior to initiating a remote interaction.

If true, then users will not be able to submit calls with sample card info with an address without a valid license.

Configuration message that controls the visibility of the Distributed By text for hand dropped samples on the signature page. If true, the text displays. The default value is false.

Enables the sample limit monitor to display sample limits on the call.

System groups all pending sample receipts by Shipment ID.

If this is true, then the online triggers will create the Sample Transactions if the Call is Saved or Submitted and the Signature Date is populated.

When checked, Medical Events will appear in the Day and Week Views in My Schedule.

Determines whether the product graphic picklist displays on the signature page. The picklist contains a list of all the product names that correspond to a detailed or sampled product on the Call Report. The default value is unchecked.

Controls whether My Samples tab is available.

Configuration option to display individual product tactics in Apply Product Plan feature.

• True - Display tactics
• False - (Default) Do not display individual tactics

This message will determine if the Print Transfer Worksheet link displays on the My Samples page.

Enables the sync of Call records where the User is an Attendee on the Call Reports.

This setting points to a Veeva Message that holds a configurable list of columns that will be displayed on the mobile platforms.

This setting determines which enhanced coaching mode is to be used. A value of 1 enables the Advanced Coaching Reports tab. The TAB_NAV_DISPLAY Veeva Setting overrides this, if populated.

Setting to turn on the Event Grid View for iPad. See documentation for more information.

Only download Event Attendee records for Medical Events users have access to.

WHERE CLAUSE filter for Event object VMOC.

Action to take when the Forgot Password link is clicked on the login screen. Can be a website url, or can launch email with mailto: prefix. If blank, the Forgot Password link will not be displayed. The default value is blank.

Number of rows to display at once without scrolling.

List of HTML templates used by the mobile application. Please review the Vault CRM Mobile Guide for details on using this message.

This is the html template used to print a sample receipt.

Reference to a Veeva message that defines pixel widths for columns in the Inventory Lines list in the inventory entry window.

Number of minutes between automatic incremental sync.

Determines the IM entry mode behavior on touch devices:

• 0 - no change
• 1 - Mass Add
• 2 - Save Valid Lines
• 3 - Mass Add and Save Valid Lines
• 4 - Contract Products Mass Add (saves valid lines only)

Identifies the maximum number of samples allowed to be signed for on the iPad. The default value is 8. Increasing the value may result in scrolling the signature page.

Used to activate KAM functionality.

If true, users will be able to enter quantities of kits to be ordered. If false, users will enter quantities for Kit Items. Default is true.

This setting works with the corresponding Veeva Messages listed. It is used to filter for words or phrases that a customer wants to prevent a rep from entering in a Medical Insights record.

Contains the time of the last run of the Child Account Push process.

Setting for defining which Inventory Monitoring type will be used to define the last IM record to be used to run store-check driven Orders. Value should be the literal match of the Inventory Monitoring Object Type Name.

Enables Account Name stamping from First Name Last Name to Last Name First Name for specific countries in this setting.

Mail-to format for Call data with 3 parameters.

Mail-to format for Event data with 4 parameters.

Max number of accounts allowed on iPad.

Max number of accounts synced down to Vault CRM on mobile devices. The default value is 50,000. Veeva recommends this setting be kept to a minimum to ensure adequate sync times and optimal application performance.

Configuration property for My Accounts.

Maximum size in bytes for attachments.

Configuration value for maximum age of calls, in days. The default value is 180.

Maximum number of sample lines in a group. Maximum value is 100.

Configuration value for the maximum number of samples allowed to be signed for. The default value is 20.

When checked, users will be prompted to choose whether to begin CLM content sync or not.

Number of days that a user can go without being notified of not syncing of CLM content.

The username that a Medical Inquiry Fulfillment record is assigned to if the Medical Inquiry Fulfillment feature is enabled and the Assign To User field on a Medical Inquiry record is empty.

This setting holds a comma delimited list of Medical Insights field API names. These fields will show as columns in the Medical Insights list on the home page of mobile platforms.

Validates Key Medical Insight records for the words and phrases defined in the MEDICAL_INSIGHTS_RESTRICTED_WORDS Veeva Message.

Determines medical interaction audio and transcript setting.

Determines the method of consent capture for medical interaction audio and transcript.

Where clause for Message object VMOC.

This message contains the list of objects that the Mobile PDA application will perform describes on to determine fields and security.

The number of days to preserve territory delta history.

Enables users to add key messages of multiple products to a custom CLM presentation.

The duration in days for which the alert for multichannel activity is displayed to the users.

Contains a comma-delimited list of non-translated account object types. This prevents users from capturing license info for these account types.

Configurable parameter to turn on or off the New Account Wizard, which includes a Soundex search for matching accounts in My Accounts before a new account is created.

• True - New Account Wizard is on
• False - (Default) New Account Wizard is off

Interval, in the number of days, the Nightly Refresh should run. Value of 0 indicates no auto-refresh. Default is 1.

Defines the number of delivery dates a user can add to the order.

List of Vault objects downloaded to the mobile client.

• 0 - Disabled (default)
• 1 - Enables the line split mode on the OM user interface from Affiliations
• 2 - Enables the line split mode on the OM user interface from Account Partners

Determines in OM Line Split deliveries if the individual split quantities should automatically roll-up to the master quantity on the Order Line. When disabled, the individual delivery quantities will not roll-up to the master quantity, and the Remaining Quantity field will indicate potential quantity entry discrepancies.

If enabled, bundle packs can be added as new order lines and each order line is created in the background for each product/bundle pack combination so that external systems can identify how many quantities, and from which pack(s) the product was purchased.

Used by Order Management Print functionality and Order Signature screen.

Reference to a Veeva message that defines pixel widths for columns in the Order Lines list in the order entry window.

Website to go to when the Go Online tab is opened on the iPad.

Disclaimer shown in the order.

Enables the Order Management capabilities in Vault CRM. Enabled by default.

• 0 - No change
• 1 - Enables Submit before Save on Orders

• 0 - No change
• 1 - Enables Mass Add Lines
• 2 - Enables Saving of Valid Lines Only
• 3 - Enables Mass Add Lines and Saving of Valid Lines Only

The value of this message will display in parenthesis next to a Detail record on the Call Report. Designed to be used if leveraging an integration with an eDetailing solution to provide differentiation between electronic and paper details.

Used to define whether the hierarchy of the Payment values should be applied from Bottom To Top (Line value wins over Brand value, Product Group, and Total Order values) or from Top to Bottom (Total Order value wins over Product Group value, Brand, and Line values).

Used to drive the allowed values that will be visible by the user in the fields payment__v, payment_group__v, payment_brand__v at the Order Line level, and payment__v at the Order Header level.

Select which Account object types are Person Accounts. This setting can only be configured on the global-level Veeva Settings record.

Determines the quality of photos uploaded from offline platforms.

• 0 - Lowest quality setting
• 1 - Medium quality setting
• 2 - High quality setting

Moves the position of the disclaimer on the signature page for a call report to be above the signature box.

Setting for enabling the prevention of users recording product disbursements exceeding on-hand inventory for the product sample lot.

Setting for enabling warnings/errors when time off territory records overlap.

Setting for enabling warning/errors when time off territory is recorded on a weekend.

Warning message used when alerting of restricted product detailing for one of the Attendees.

• 0 - Product name
• 1 - Attendee name

Determines the default Product Detail and Product Discussion behavior on call records. See documentation for more details. Setting options:

• 0 - Do not default Product Detail or Product Discussion
• 1 - Default Product Detail to checked but do not create a Product Discussion record (default)
• 2 - Default Product Detail to checked and create a Product Discussion record with Product field pre-populated (will not apply to group calls)

Controls the additive behavior for combining discounts within the same discount level: linear additive or price additive. Default is 0, linear additive behavior is active.

This is the html template used to print a medical inquiry receipt.

Determines the object type sorting on Call for iPad.

• 0 or null - Default object type sorting to alphabetical based on untranslated object type label (default)
• 1 - Default Call object type sorting to alphabetical based on object type API name
• 2 - Default Call object type sorting to Vault default behavior

Controls which account types the Remove from Territory button is added to on iPad.

Requires users to make a selection from the Veeva standard Call Channel picker on all Calls.

When populated with the number 1, users must record at least one Medical Discussion in order to submit the call report. The default value is 0.

Number of hours since the last Refresh when a Refresh becomes mandatory.

Timeout value to control how long the JIT Sync of Call Data update should take before failing on a call which is partially on the device. The default value is 60 and should be a minimum of 10.

This setting holds a comma delimited list of restricted channels__v picklist value API names. Values listed here are not available for users to select in the Call Channel picklist on Call.

When enabled, users can select addresses only flagged as Billing or Shipping.

When in CLM, this enables users to return to CLM after capturing a signature.

String used by application. Default is: Synchronizing {0} row(s) for {1}. This is a system internal label.

DO NOT TRANSLATE.

For sample lots only. If the number of days between the current date and the expiration date of the sample lot is less than or equal to the setting value, the warning displays on the call report.

For sample lots only. If the remaining on hand quantity is less than or equal to the setting value, then the user will see a warning in the call report.

Contains the non-Sample product types that are included in the Sample Management functionality including product availability on Call indicated by a double semi colon list that may include BRC, Alternative Sample, High Value Promotional, Promotional, Reprint or any Custom product type.

Regular expressions used to validate the sample card value on save/submit of call. If the value is left blank, no validation is performed. Example regular expression to validate the sample card is exactly 10 numeric values: ^[0-9]{10}$

Regular expressions used to validate the sample send card value on save/submit of call. If the value is left blank, no validation is performed. Example regular expression to validate the sample send card is exactly 10 numeric values: ^[0-9]{10}$

Setting to allow the ability to display specific fields from the supported objects on My Schedule(via the "Configure Display" feature). This setting should hold a semicolon-delimited list of API Field Names from the Account, Child Account, and/or Address Objects.

Comma-delimited list of API Field Names for Account, Address, or TSF fields.

Number of Accounts: when exceeded will resort to using Short_Account_Mobile_SOQL list of fields.

List of Account fields to include for when record count exceeds Short_Account_Level.

List of Address fields to include for when Account record count exceeds Short_Account_Level.

Only meta data (not records) for these objects will be downloaded to the device when the number of accounts exceeds Short_Account_Level. This makes it easy for customers to control data volumes by not sending certain objects.

Order of sections on the sidebar, comma separated, from top to bottom. Possible values: links__v,recent_items__v,account_lists__v.

References the ACCOUNT_FIELDS_OVERRIDE;;STAKEHOLDER_NAVIGATOR Veeva Message, which defines different sets of fields to display for Person Accounts and Business Accounts in Stakeholder Navigator, using the format: PersonAccount;<object>.<field>;<object>.<field>;...;;BusinessAccount;<object>.<field>;<object>.<field>;<object>.<field>;

Semicolon-delimited list of the API names of account identifying fields to display for both in and out of territory accounts in Stakeholder Navigator. Maximum of 2 fields, for example, specialty_1__v;mdm_id;

Identifies the Veeva Message used to define which Account Plan Record Types the Stakeholder Navigator tab will be enabled for on iPad.

Identifies the Veeva Message used to define which Account Record Types the Stakeholder Navigator tab will be enabled for on iPad.

This value determines the number of days before a Survey's end date to display an alert to the user.

When enabled, each VMOC for a particular object and profile is used to build the offline data set. The offline data set is built by OR’ing together the data sets returned by each VMOC. If duplicate data is returned, the offline client removes duplicates. See VMOCs for more information.

For mobile sync, this indicates whether to use special delete processing design for handling very large numbers of deletes. When enabled, this will force an object refresh if the user has not synced for more than 15 days (1 day in TEST mode), or if the number of refreshes is too large for memory.

If sync_delete_refresh_mode__v is PRODUCTION or TEST, then this setting establishes which tables to use the special delete refresh mode. This value can be ALL or the name and category of a Message, separated by 2 semicolons, e.g. SYNC_REFRESH_TABLES;;TABLET. The message itself should contain a comma-separated list of tables. Any value other than ALL or a valid Message reference will be treated as NONE.

Number of days without syncing until a warning displays to the user when opening CRM for iPad or Windows. The process looks at the user's last sync time to make this determination.

References a Veeva Message that controls the offline tab visibility and display order.

Configurable link for display in the Sidebar of the mobile application.

Configurable link for display in the Sidebar of the mobile application.

Configurable link for display in the Sidebar of the mobile application.

Configurable link for display in the Sidebar of the mobile application.

Configurable link for display in the Sidebar of the mobile application.

Designates the objects to be excluded from download to the mobile application.

Regular expression used to validate the Tag Alert Number value on confirmation of Sample Receipts. If the value is left blank, no validation is performed. Example regular expression to validate the sample card is exactly 10 numeric values: ^[0-9]{10}$

Setting to determine the display of the Territory field on the Account Details page.

A comma delimited list of HCP or HCO types to turn on for Territory Workflow. Use the Veeva keyword hcp__v or hco__v to configure on for all object types of that Account Type; presence of either keyword trumps any sub-object type label listed. List the untranslated object type labels instead to turn on at a object type level.

Where clause for the Territory object VMOC.

A valid HTTP URL specified by the customer. The URL is the endpoint that Vault uses to authenticate the security token returned by the identity provider.

A valid HTTP URL specified by the customer. The URL is the endpoint which will receive security token request messages sent from CRM for iPad.

Setting to determine the display of time zone data in the UI. See documentation for details.

Setting for enabling Timeline Product and User filters.

Controls the number of minutes before the handheld product makes the user confirm their password. This setting is available on the Browser platform.

Setting to enable the surfacing of Territory Specific Fields in the Weekly Scheduler. Populate with the semicolon separated list of API field names (with trailing semicolon) that should be available for selection. If left blank, the Territory Fields option will not be available in the Weekly Scheduler. Example of values: ;LAST_ACTIVITY_DATE__V;FIRST_PICK__C;ROUTE__V;

Where clause for the TSF object VMOC.

Timeout value to control how long the JIT Sync of Call Data update should take before failing on a call which is already on the device. Value of 0 disables JIT Syncing for already available calls. The default value is 10.

Enables My Samples in Vault CRM. The default value is true.

Limit the columns that are downloaded to mobile devices for the User object.

WHERE @@VOD_USERS_IN_MY_TERRITORY:UserId@@

WHERE CLAUSE filter for the Veeva Settings object VMOC.

When populated, this text is displayed as a watermark on all CLM Presentations marked as Training content.

Used to indicate which Application Profile the settings are applicable for, if the settings are meant to be profile-specific.

Reference to a Veeva Message. Format is Name;;Category.

When On Save and Submit, the agent will only analyze on save/submit/send. When In Edit, the agent will analyze every time the user removes focus from the field after editing.

When TRUE, the agent will prevent the user from saving or submitting a record unless 1) the agent has checked all free text entries, and 2) any issues detected by the agent have been resolved. When FALSE, the agent will allow the user to save or submit a record that 1) has not been checked by the agent (ex. working on iPad in offline mode) or 2) without resolving issues detected by the agent.

List of fields that display on the Account Profile of Integrated Territory Feedback.

This determines whether or not an account can be assigned to multiple territories within the same field force or not.

This lists the account assignment sources which are exempt from the exclusivity that can be turned on through the Account Exclusivity Align Setting. This field is only editable if Account Exclusivity is set to true.

Specifies which field on the Account represents its status. If blank, then the customer_master_status__v field is used.

Specifies the values of the Account Status Field for which an account is deemed inactive. Active territory assignments related to inactive accounts are automatically end dated and new territory assignments are prevented.

n/a

Enables automatic feedback handling to automatically handle approved challenges.

The reasons available for selection when the user makes an Add Account challenge.

The reasons available for selection when the user makes an Add Target challenge.

The reasons available for selection when the user makes an Edit Goals challenge.

The reasons available for selection when the user makes a Keep Account challenge.

The reasons available for selection when the user makes a Remove Account challenge.

The reasons available for selection when the user makes a Remove Target challenge.

n/a

This controls whether an outside territory account is available during feedback. This is a modeling only setting and does not impact production behavior.

List of fields on the following objects that display on the Account Profile of Integrated Territory Feedback:

• account__v
• address__v
• product_metric__v – Product metrics for any products assigned to the model territory display as long as the Product Assignment is active during the model's planned publish date

For example: account__v.last_name_cda__v, account__v.specialty_1__v, account__v.country__v

n/a

This controls whether product assignments of a field force are inherited by the territories assigned to their related field force.

Enables importing assignments of inactive accounts from CRM into Align. This is a global production setting only and does not impact modeling behavior.

Control which features Align manages within CRM.

Control whether Align manages CRM users.

Control whether Align manages MCCP data in CRM.

Control whether Align manages My Setup Products in CRM.

To embed an X-Page in the Feedback Dashboard, specify its External ID and height in pixels, separated by a colon.

Validate Roster Members ensures a roster member can only have one primary assignment at a time. Validate Territories ensures a territory can only have one primary assignment at a time.

Challenge Types where it is mandatory for the rep to specify reason when providing feedback.

Setting this field to By Send to CRM will allow users to select the criteria by which to select the assignment rules to be run within an assignment preview.

This determines which territory fields are to be included in the territory metrics panel on the territory detail page.

This setting determines if the user can add recipients from within Approved Email.

Used to indicate which Application Profile the settings are applicable for, if the settings are meant to be profile-specific.

Holds the consent message adjacent to the confirmation checkbox to be shown on the opt in/out screen.

Determines whether or not the old Email opt in button is visible to the user when Consent Capture is enabled on mobile devices. When 0, existing behavior. When 1, hide the Email Opt in button on mobile devices.

This is the sending domain of emails generated by AE. This domain must be set up in the email engine, and SPF, DKIM and CNAME records created in the customer's DNS for it to be fully functional and pass email authentication tests. This is a string of a domain name, for example, customer.com or email.customer.com.

Delimited list of object.field references that should be excluded from the Core Email UI. All email values from these fields will be suppressed from the Approved Email UI. The setting values are persisted in the corresponding Veeva Message.

This field holds the values of the fields that display as filters on the Approved Email page. Default value is to reference a Veeva Message of the same name.

Holds the disclaimer message to be shown on the opt in/out screen.

Determines NULL behavior of account__vr.multi_channel_opt_type__v attribute. If false, Approved Email opt-in is not required for accounts. When true, Approved Email Opt-In is required for Accounts, and an opt-in Multichannel consent record must be present.

This setting works with the corresponding Veeva Message. It is used to filter for words or phrases that a customer wants to prevent a user from using within emails.

This is an org-level override to support sandbox testing. When an email address value is present, all Approved Emails generated will be sent to this address. This overrides the value set in sent_email__vr.account_email__v.

This is a delimited list of Vault endpoints to be used by the Approved Email process to pull documents into the Approved Documents object. The query string values are persisted in the corresponding Veeva Message.

This is a delimited list of Vault query strings. The order of the strings maps to the order of the endpoints. The query string values are persisted in the corresponding Veeva Message.

A warning is displayed to the user when count of emails sent > the value in approved_email_count_limit__v over the value in approved_email_duration_limit__v.

A warning is displayed to the user when count of emails sent > the value in approved_email_count_limit__v over the value in approved_email_duration_limit__v.

For customers using Consent Capture, populate this setting with the custom URI to handle one-click unsubscribes.

List of entry points disabled for Approved Email.

• 0 - feature is disabled
• 1 - feature is enabled

Enables the Drafts folder in the Email Tab.

• 0 - Feature Disabled
• 1 - Feature Enabled

Controls whether business accounts can be associated to Approved Emails.

• 1 – Enables associating business accounts to Approved Emails without product restrictions
• 2 – Enables associating business accounts to Approved Emails with product restrictions. This overrides the individual product restrictions of the recipients with the product restrictions of the selected business account.

Enables the Needs Approval folder on the Email Tab to support Campaign Manager's Field Review feature.

Include the recipient's name in the email. If recipient_name_in_email_header__v = 1, the To: field should contain just the email address (for example, sjones@verteo.com), instead of having both the name and the email address (for example, Sarah Jones sjones@verteo.com).

List of fields that when on the layout are available as recipient specific fields.

Used to indicate which Application Profile the settings are applicable for, if the settings are meant to be profile-specific.

A configurable field for mapping custom Veeva fields to any Concur field.

A configurable field for mapping a Vault field to a Concur field at the Call Attendee level.

A configurable field for mapping a Vault field to a Concur field at the Call level.

A configurable field for mapping a Vault field to a Concur field at the Call Primary Attendee level.

Determines which objects to sync to Concur. If the value is 0, then sync both calls and Medical Events. If the value is 1, then sync only calls. If the value is 2, then sync only Medical Events. The default value is 0 (both Calls and Medical Events).

Comma separated list of email addresses that will receive any notification emails related to the Concur integration.

Map Concur Expense report custom fields to Veeva call report fields, for example, Custom15=total_expense_attendees_count__v,Custom16=id

Concur Expense report entry expense key type. The default value is BUSML if this field is blank.

A configurable field for mapping a Vault field to a Concur field at the Medical Event Attendee level.

A configurable field for mapping a Vault field to a Concur field at the Medical Event level.

When set to 0, Vault CRM will enforce an account to be selected to share an Engage Link. When set to 1, Vault CRM will bypass account selection to share an Engage Link. When set to anything else other than 0 or 1, Vault CRM will enforce an account to be selected to share an Engage Link.

Enable this setting to allow users to share web links for custom CLM presentations.

The number of days the Signature Request share link will be active.

Used to indicate which Application Profile the settings are applicable for, if the settings are meant to be profile-specific.

Define the number of days a signature request link should remain active. This overrides the default value of 7 days.

Set to 1 to enable the Veeva custom share sheet for asynchronous BRC signatures on calls for iPad, iPhone, and CRM Desktop (Windows).

When set to 1, asynchronous remote signature methods will not require the user to review and accept the HCP signature before it is saved to the call and calls may be submitted with a pending asynchronous remote signature method.

Contains the public URL for a logo that is displayed to HCPs.

Used to indicate which Application Profile the settings are applicable for, if the settings are meant to be profile-specific.

Controls the behavior of automatching attendees that need reconciliation to a system account or user record

Determines how event attendance is calculated. By default, this setting references the ATTENDEE_ROLLUP_STATUS_FILTER;;EVENT_MANAGEMENT message__v record. Edit this Veeva Message and enter a comma-delimited list of em_attendee_status__v values on the em_attendee__v object that count towards the number of attendees at the event. For example, attended__v,signed__v,invited__v

When enabled, the available budgets displayed is filtered on Event and Topic fields.

Setting to enable or disable the Speaker Portal.

Enables sending automated Approved Emails to an event's attendees and defines the source of recipient email addresses. Populate with a comma separated list of up to five Email type fields from the following objects:

Use the format ObjectAPIName1.FieldAPIName1,ObjectAPIName2.FieldAPIName2. For example, account__v.primary_email_cda__v,em_attendee__v.email__v

Enables sending automated Approved Emails to an event's speakers and defines the source of recipient email addresses. Populate with a comma separated list of up to five Email type fields from the following objects:

Use the format ObjectAPIName1.FieldAPIName1,ObjectAPIName2.FieldAPIName2. For example, em_speaker__v.email__v,account__v.primary_email_cda__v

Populate with the appropriate values from the em_event_speaker_status__v picklist on the em_event_speaker__v object. Speakers with a selected status will not display on the Digital Sign-in Sheet.

Used to indicate which Event object types should be excluded from My Schedule. Comma-delimited list, for example, speaker_program__v, sponsorship__v.

Setting to disable displaying events in My Schedule for event team members in specific roles. Populate with a comma-delimited list of the event team member roles’ API names. For example, approver__v,vendor__v

Populate with a comma-delimited list of values from the role__v picklist on the em_event_team_member__v object to prevent from signing in.

Enables the Next Year Annual Cap feature for a speaker.

Used to store the QR Sign-In Server's URL.

Controls the display and behavior of the recipient filter when sending Approved Emails within Events Management.

Setting to merge Speaker Portal Support email into specific Veeva Messages.

Setting to merge Speaker Portal Support phone into specific Veeva Messages.

Comma-delimited list of Speaker fields to display on mobile devices, for example, status__v, title__v,credentials__v,year_to_date_utilization__v).

Determines the status values for Event Speakers counting toward year-to-date utilization and attendance-based rollup summaries. By default, this setting references the SPEAKER_ROLLUP_STATUS_FILTER;;EVENT_MANAGEMENT message__v record. Edit this Veeva Message and enter a comma-delimited list of em_event_speaker_status__v values on the em_event_speaker__v object that count towards the number of speakers at the event.

Used to indicate which Application Profile the settings are applicable for, if the settings are meant to be profile-specific.

Used to indicate which Application Profile the settings are applicable for, if the settings are meant to be profile-specific.

Enables Global Account Search on iPad.

When set to True, hides the New Account button on Global Account Search.

Identifies the Veeva Message used to define the fields that can be used when creating Implicit Filters in Global Account Search.

Identifies the Veeva Message used to define the fields that can be displayed in the Preview Pane when selecting an account during a Global Account Search on iPad.

When set to True, clicking the New button in the My Accounts page will redirect the user to the Global Account Search tab.

Identifies the Veeva Message used to define the columns that will be displayed in the search results for Global Account Search online.

Used to indicate which Application Profile the settings are applicable for, if the settings are meant to be profile-specific.

This is an org-level override to support sandbox testing. Populated with a double semicolon-delimited list of usernames who can receive push notifications in the sandbox.

Online only. This enables users to access the CLM Media Library from the Call Report entry point.

Enables insecure loading of local files in WKWebView for multichannel content.

Used to indicate which Application Profile the settings are applicable for, if the settings are meant to be profile-specific.

Controls advanced text search. Must be enabled as an org-wide setting, cannot be profile-specific.

• 0 - Disable advanced text search. Default.
• 1 - Enable advanced text search

Determines NULL behavior of account__vr.clm_opt_type__v attribute. If false, then CLM opt-in is not required for accounts. When true, CLM opt-in is required for accounts, and an opt-in Multichannel Consent record must be present.

References a Veeva Message to define which fields should be displayed in CLM filters.

Enables the laser pointer option for CLM. Can work in conjunction with the Highlighter Pen.

Determines tracking behavior when the proper consent is not available when CLM media is displayed to an Account.

• 0 or NULL = No tracking
• 1 = Track anonymously to Multichannel Activity and Multichannel Activity Line records

Maximum number of ContentDocument records in one upsert batch.

Maximum number of ContentNode records in one upsert batch.

Determines whether custom presentations are automatically updated when content expires in Vault.

• 0 or NULL - Disabled
• 1 - CLM Presentation Slides that link expired Key Messages are deleted in Vault integration

Toggles deletion of cycle plan targets of the losing Account during an Account merge. A value of 0 indicates it will maintain current behavior. A value of 1 means the cycle plan target of the account merge loser will be deleted by the merge.

Stores the external_id__v of the default directory when accessing CLM.

This setting enables users to sync CLM content stored as Binders and Documents in CRM to their mobile devices.

Determines whether users can create orders from the media player.

• 0 or NULL - Disabled
• 1 - Orders accessible from CLM

Controls functionality for Sub Presentations.

• 0 - Default1 - Sub-presentation slides can be rearranged in custom presentations
• 2 - Sub-presentation slides can be rearranged in custom presentations and sub-presentations are disabled for read-only presentations

Determines whether presentation thumbnails display in the CLM Presentations and Training tabs of the media library.

• False - Thumbnails display
• True - Thumbnails do not display

Double semi-colon delimited list of call object types where the MCCP widget should not be displayed.

Setting for enabling action buttons from the My Plan menu. Values should be double semi-colon delimited. Include call2__v to enable the Schedule Calls button.

Determines whether the MCCP sub-section of the Call Detail Priority section displays.

• 0 or null - Disabled
• 1 - Enables the MCCP sub-section in the Call Detail Priority section. Columns displayed will be Detail Priority and Product.

Determines whether the MCCP sub-section of the Call Detail Priority section displays.

• 0 or null - Disabled
• 1 - Enables the MCCP sub-section in the Call Detail Priority section. Columns displayed will be Detail Priority and Product.

Double semi-colon delimited list of API field names from mc_cycle_plan_product__v to be displayed in the product grid in MCCP pop-up of My Schedule.

Setting to determine the scheduler type to send targets to. 

• 0 (zero) – Sends targets to the Call Scheduler. Only the selected target accounts are available in the account panel. This is the default behavior.
• 1 – Sends targets to the List Scheduler. Works in conjunction with the ENABLE_LIST_SCHEDULER Veeva Setting.

Determines whether users can search the media library.

• 0 or Null - Media search is disabled
• 1 - Media search is enabled

Setting to configure launching medical inquiries from the media player.

Stores the default call object type name to be used when directly creating a remote meeting (for example, through My Schedule) rather than making an existing call a remote meeting.

Allows users to select the call object type for a CLM Call.

Controls the width of the swipe gesture needed to proceed to the previous/next slide.

• 0 (or blank) - Default swipe
• 1 - Less than the default swipe
• 2 - Least wide swipe

Setting to configure CLM Tracking from Media Preview when no account is selected.

Determines if a user can fully edit an account via DCR during the account creation process.

Activates Veeva Network integration when searching for accounts.

Determines if a user can select parent accounts and align to a territory.

List of relationship types that will be displayed and imported to CRM.

Used to indicate which Application Profile the settings are applicable for, if the settings are meant to be profile-specific.

Points to the name of the Veeva Message used to configure which account object types and child entities should be managed locally in CRM.

The setting is used to determine the default HCO account object type if no object_type__v field mapping exists for HCO.

The setting is used to determine the default HCP account object type if no object_type__v field mapping exists for HCP.

Determines whether to display parent HCO names in Network search results.

The setting for enabling the feature which handles Network records that do not have Active status.

Defines broader active statuses using a Network reference code, may specify more statues than A in this setting, delimited by comma.

Define broader active statuses using a Network reference code, may specify more statues than A in this setting, delimited by comma.

The unique ID for the Hierarchy Explorer widget to be embedded in Vault CRM Online. You can find this id on the hierarchy explorer widget's admin page in Veeva Network when you click Embed in Vault CRM.

The name of the Hierarchy Explorer widget that will be embedded in Vault CRM Online. You can find this name on the hierarchy explorer widget's admin page in Veeva Network when you click Embed in Vault CRM.

Points to the names of the Veeva Message used to configure which custom fields are returned when viewing business account results in a Network Account Search.

The filter string to be applied to Network Account Search. If the filter is larger than 255 characters, the setting can refer to a Veeva Message.

Determines whether to automatically populate the Network Account Search Location search box with the user's location.

Points to the names of the Veeva Message used to configure which custom fields are returned when viewing person account results in a Network Account Search.

A value of 1 or 2 will delete inactive/invalid Network addresses.

Determines if user DCRs should be sent to Veeva Network. See documentation for more details.

Determines the interval in hours at which the auxiliary Network Integration processes will run. Each process will check to see if a former process is currently running. If a process is running, it will wait one interval of time before attempting to process again. If Null, the auxiliary process will not be scheduled or un-scheduled. Values must be between 1 and 24. If the values fall outside of that range, the process will not be scheduled or un-scheduled. This setting needs to be set to -1 if users choose to use the Process Scheduler.

Determines whether Network Hashtag values are displayed in Network Account Search and if Network controls the values in Account Identifier.

• 0 - No change in behavior (default)
• 1 - Display only. Network Hashtags display instead of account_identifier__v in Network Account Search.
• 2 - Import enabled. Network Hashtags are populated into account_identifier__v during NAS/DCR import and Data Subscription.

This setting points to the name of the Veeva Message used to configure which account object types and child entities create Unverified Records in Network. See documentation for more details.

The base URL used to display widgets in Vault CRM. Use https://widgets.veevanetwork.com for production and https://sandboxwidgets.veevanetwork.com for sandbox. To verify the correct URL, go to your widget's admin page and click Embed in Vault CRM.

This flag, when true, will determine if all of the user's territories are assigned to an account in the New Account Wizard.

A value of 1 will enable CRM to support Network address inheritance.

Indicates if feedback is enabled. 

• Null or 0 = Feedback point of entry is disabled/hidden
• 1 = Feedback Lite is enabled

Used to indicate which Application Profile the settings are applicable for, if the settings are meant to be profile-specific.