Vault CRM Mobile Application Home Page

The home page of the Vault CRM mobile application provides a snapshot of actionable information that helps users shape their daily activities. It consists of a series of tiles that can be added and positioned on the page.

To add a component on the home page, place the corresponding app section on the layout for the vmobile_home_page_layout__v object.

Configuring the Home Page for

Sections of the home page can be configured independently. However, the following common configuration is required for all sections.

To configure the home page for admins:

  1. Grant the following permissions:

    Object

    Object Permissions

    Object Types

    Fields

    Field Permission

    vmobile_home_page_layout__v

    CRED

    n/a

    n/a

    n/a

To configure the home page for end users:

  1. Grant end users the following permissions:

    Object

    Object Permissions

    Object Types

    Fields

    Field Permission

    vmobile_home_page_layout__v

    R

    n/a

    n/a

    n/a

  2. Activate the appropriate VMOCs for the vmobile_home_page_layout__v object.

Adding a Company Logo to the Login Page and Home Page

Business admins can add their company logo to display on the login page and home page of Vault CRM for iPad and iPhone. This reinforces brand recognition and provides a consistent user experience.

Configuring a Company Logo for

To upload a company logo:

  1. Navigate to Admin > Configuration > Objects > Veeva Settings > Details.
  2. Ensure Allow attachments is selected for the veeva_settings__v object.
  3. Navigate to Business Admin > Objects > VMobile Object Configurations.
  4. Ensure a VMOC for the veeva_settings__v object is active for the appropriate platforms.
  5. Navigate to Business Admin > Objects > Veeva Settings.
  6. Select the appropriate veeva_settings__v record.

  7. Upload an image named vmobile-image-home.XXX to the Attachments section of the record where XXX represents the image file extension. For Medical CRM, upload an image named vmobile-image-medical.XXX. Supported file types are JPG, PNG and GIF.

GIF files do not animate.

Conditions

  • The recommended size is 500px by 250px. If the image is a larger size or different aspect ratio, the app scales the image to fit in the space while preserving its aspect ratio.
  • The logo always displays as the first item on the homepage
  • Only the latest version of the image is downloaded to mobile devices

Call Objectives Component

The Call Objectives component displays a count of all objectives that passed their alert threshold. Selecting this component displays the list of current Call Objectives. Users can create a call report directly from the list of Call Objectives.

Configuring the Call Objectives Component for

To configure this component:

  1. Ensure that Call Objectives is configured.

  2. Grant users View permission to the home_page_call_objectives_section__v control.
  3. Add the home_page_call_objectives_section__v control to the appropriate vmobile_home_page_layout__v object layouts.

  4. Select the enable_offline_call_objectives__v Veeva Setting check box.

My Alerts Component

The My Alerts component displays company-wide or user-targeted messages.

Types of Alerts

The My Alerts home page component can display the following types of alerts:

  • Company Alerts – User-created alert__v records with a selected public__v check box. These alerts display to all users.
  • Profile-specific Alerts – User-created alert__v records with an unselected public__v check box. These only display to profiles with alert_profile__v records associated to the alert__v record.

Configuring the My Alerts Component for

To configure this component for business admins:

  1. Grant the following permissions:

    Object

    Object Permissions

    Object Types

    Fields

    Field Permission

    alert__v

    CRED

    n/a
    • alert_text__v
    • dismissable__v
    • activation_date__v
    • expiration_date__v
    • link_reference__v
    • link_reference_long__v
    • priority__v
    • public__v

    Edit

    alert_user_action__v

    CRED

    n/a
    • alert__v
    • dismissed__v
    • external_id__v
    • mobile_id__v

    Edit

    alert_profile__v

    CRED

    n/a
    • alert__v
    • application_profile__v
    • profile_name__v

    Edit
  2. Add the application_profile__v and profile_name__v fields to the appropriate alert_profile__v object layouts.

To configure this component for end users:

  1. Grant end users the following permissions:

    Object

    Object Permissions

    Object Types

    Fields

    Field Permission

    alert__v

    RE

    n/a
    • alert_text__v
    • dismissable__v
    • activation_date__v
    • expiration_date__v
    • link_reference__v
    • link_reference_long__v
    • priority__v
    • public__v

    Read

    alert_user_action__v

    CRE

    n/a
    • alert__v
    • dismissed__v
    • external_id__v
    • mobile_id__v

    Read

    alert_profile__v

    R

    n/a
    • alert__v
    • application_profile__v
    • profile_name__v

    Read
  2. Grant users View permission to the alerts_section__v control.
  3. Add the alerts_section__v control to the appropriate vmobile_home_page_layout__v object layouts.

  4. Activate the appropriate VMOCs for the following objects:

    • alert__v
    • alert_profile__v
    • alert_user_action__v
    • approved_document__v
    • clm_presentation__v
    • clm_presentation_slide__v
    • data_change_request__v
    • data_change_request_line__v
    • key_message__v

Creating Alerts as

To create an individual alert, create an alert__v record and populate the following fields:

  • name__v – The name that displays to users
  • alert_text__v – The full text of the alert
  • dismissable__v – Select this check box if users should be allowed to dismiss the alert
  • activation_date__v – The date and time when the alert can start being sent to user devices
  • expiration_date__v – The date and time when the alert expires and is removed from the user’s view
  • priority__v – Select one of the following values:
  • Urgent – Displays to users in red
  • Important – Displays to users in yellow
  • Normal – Displays to users in green
  • link_reference__v – This field is optional and can be used to reference a web page, another record in Vault CRM, or open another app. The link must use one of the following format:

  • [Full URL],[Link Text] – When selected, the link directs users to the defined URL.

    For example, https://veeva.com,Veeva Corporate Website displays to users as Veeva Corporate Website.

  • link_reference_long__v – This optional field can be used if the link is too long for the link_reference__v field. Do not populate both of these fields at the same time.
  • public__v – Select this check box if the alert should display to all users

To designate an alert for a specific profile:

  1. Navigate to the appropriate alert__v record.
  2. Select Create in the Alert Profiles related list.

  3. Select an application profile from the application_profile__v field.

  4. Select Save.

This process can be repeated to designate the alert to multiple profiles.

My Tasks Component

Tasks are specific actions users need to track and complete as part of their work. They can be created from user tasks or by Creating Follow-up Activities on the Call Report. The My Tasks component provides end users a central place to view and access their current and overdue tasks, enabling them to stay organized and complete tasks on time.

Tasks are not available on the iPhone platform.

Configuring the My Tasks Component for

To configure this feature:

  1. Navigate to Admin > Users & Roles > Permission Sets.
  2. Select the appropriate permission set.
  3. Select the Objects tab.
  4. Grant at least the following permissions on the user_task__v object, or on at least one object with the User Task object class (for example, call_followup_task__v or custom User Task objects):

    Object

    Object Permission

    Object Types

    Fields

    Field Permission

    user_task__v (or object with the User Task object class)

    CRE

    n/a

    • created_by__v
    • created_date__v
    • global_id__sys
    • id
    • last_assigned_date__v
    • modified_by__v
    • modified_date__v
    • mobile_id__v

    Read

  5. Grant Read permission to the tasks_section__v object control on the vmobile_home_page_layout__v object.
  6. Navigate to Admin > Configuration > Objects > vmobile_home_page_layout__v > Layouts.
  7. Place the tasks_section__v object control on the vmobile_home_page_layout__v layout.
  8. Navigate to Business Admin > Objects > vmobile_object_configuration__v.
  9. Enable the VMOC for the user_task__v object. Select the Enable Enhanced Sync check box when enabling the VMOC.
  10. Enable VMOCs for all other objects with the User Task object class (optional). Select the Enable Enhanced Sync check box when enabling the VMOCs. This enables mobile device users to access tasks from these objects.

Optionally, the My Tasks tab can be enabled to provide mobile device users with an additional entry point to My Tasks. To enable the My Tasks tab:

  1. Navigate to Business Admin > Objects > message__v.
  2. Select the TAB_NAV_DISPLAY Veeva Message.
  3. Add ;;MyTasks;; to the double semicolon-delimited list in the TAB_NAV_DISPLAY Veeva Message.

For more information on tab configuration, see Managing Tab Visibility and Display Order.

Using the My Tasks Component as

On the iPad platform, the My Tasks widget displays User Tasks, which are tasks from the user_task__v object or objects where the User Task object class is applied. Tasks can only be created through other activities (for example, creating a follow-up activity on the call report).

When tasks are assigned to a user, the user receives an email notification and a notification in their online Vault notifications list (for more on task notifications, see Notifications on the Vault platform help site). If the task is either current or overdue, the task also displays on the user’s My Tasks home page component. On the My Tasks home page component, the current task count only includes tasks due within the next seven days.

To access a list of all current or overdue tasks, select the widget.

To take action on a task or view more information, select the task. A task detail page displays additional task information.

From the More Actions menu, users can edit the task or mark the task as complete.

Once a task is completed, it no longer displays on the My Tasks home page component or in the My Tasks list.

Suggestions Component

The Suggestions home page tile allows users to quickly open and view a list of suggestions that displays the following information for all accounts the user has access to:

  • A summarized view of all suggestions categorized by the type of action associated with the suggestion
  • A breakdown, within the channel action type, of how the suggestion was tagged by product and drive
  • Categorized channels display based on which action channel has the most suggestions, and follows in descending order
  • Suggestions of type Insight display last, regardless of the quantity

See Viewing Suggestions via the Home Page Tile for more information.

Share Digital Business Card Home Page Component

The Share Digital Business Card (DBC) component on the home page allows CRM users to send their DBC to HCPs. HCPs can view the DBC and connect with the CRM user if they are signed into Engage. CRM users must have DBCs enabled, but do not need to have Chat or Ping enabled.

Users require an Engage license for this feature.

Configuring the Share Digital Business Card Component for

To configure the Share Digital Business Card home page component:

  1. Ensure either Using Digital Business Cards or Using Engage Chat in CRM is configured.
  2. Ensure Sending Engage Connection Invites to HCPs is configured:
    • The Engage profile indicator is not required
    • Displaying sent messages on the account timeline is not required
  3. Navigate to Admin > Users & Groups > Permission Sets.
  4. Select the permission set for the appropriate user profile.
  5. Navigate to Objects > VMobile Home Page Layout.
  6. Grant View permission to the Share DBC (share_dbc_section__v) control.
  7. Navigate to Admin > Configuration > Objects > VMobile Home Page Layout > Layouts.
  8. Insert the Share DBC (share_dbc_section__c) section in the appropriate location of the vmobile_home_page_layout__v layout.

Sharing Digital Business Cards from the Home Page as

When end users select Share Digital Business Card from the home page, the sharing options display.

End users can select the appropriate sharing option to send Engage connection invites or select Preview Digital Business Card to ensure their digital business cards display correctly before sending. See Previewing Digital Business Cards as a CRM User for more information.

End users on iPhone can add and share their digital business cards from the Apple Wallet. See Adding Digital Business Cards to Apple Wallet on iPhone for more information.

Sync Statistics Component

This component displays the number of pending records waiting to be synchronized. After a successful sync, this number will be zero.

Configuration is not needed to display this component on the home page. By default, the sync widget displays last on the home page.

Configuring the Sync Statistics Component for

To customize the position of the widget:

  1. Navigate to Admin > Users & Groups > Permission Sets.
  2. Select the permission set for the appropriate user profile.
  3. Navigate to Objects > VMobile Home Page Layout.
  4. Grant View permission to the sync_stats_section__v control.
  5. Navigate to Admin > Configuration > Objects > VMobile Home Page Layout > Layouts.
  6. Add the sync_stats_section__v control in the appropriate location of the vmobile_home_page_layout__v layout.

Territory Adds & Drops Component

The Territory Adds & Drops component enables users to see recent changes to their territory based on Cycle Plan adjustments. It displays the number of accounts added or removed from the user’s local database.

The Territory Adds & Drops component does not count territories that are manually added by the user in Network Account Search or Global Account Search.

Configuring the Territory Adds & Drops Component for

To configure this component:

  1. Ensure Territory Management is enabled.
  2. Grant users View permission to the terr_changes_section__v control.
  3. Add the terr_changes_section__v control to the appropriate vmobile_home_page_layout__v object layouts.
  4. Populate the msg_home_terr_delta_num_days__v Veeva Setting with the number of days composing the metric time frame. For example, a value of 5 displays all adds and drops that occurred within the past five days.

Related Topics

Managing Tab Visibility and Display Order

Viewing Suggestions via the Home Page Tile

Using Validation Rules on Mobile Devices