Network and Data Change Request Settings Overview
Vault CRM has settings specific to Network, and settings for the management of Data Change Requests. Network Settings allow admins to integrate Vault CRM functionality with data provided by Veeva Network. Data Change Request settings allow admins to configure how user-requested changes to Vault CRM data are processed.
Admins can use these settings in conjunction to configure whether Data Change Requests are sent to Veeva Network.
Who can use this feature?
- Browser Users
- Users do not require an additional license
- Business Admin Users
Network-specific settings are located in their own Network Settings group.
To navigate to Network Settings:
- Select Business Admin.
- Search for and select Network Settings.
Settings related to creating Data Change Requests (DCRs) are found in the Veeva Settings group available to all Vault CRM customers.
Configuring Network and Data Change Request Settings for
All Users
High-Level Configuration for DCRs and Network
To enable a user to create DCRs, set the DATA_CHANGE_REQUEST_MODE Veeva Setting to 1. If this setting is 0, users cannot create DCRs regardless of other object permissions.
Customers not using Veeva Network to manage customer master data can enable this setting to begin capturing DCRs within Veeva. In addition to this setting, administrators need to configure object permissions for users who create DCRs and which fields generate DCRs when edited.
To indicate a user is a Network Customer Master user, set the NETWORK_CUSTOMER_MASTER_MODE Network Setting to 1. If this setting is 0, DCRs for editing or creating account data are not sent to Network. If set to 1, all DCRs (except for Third-Party Managed Account Types) are sent to Network.
The value in this setting is stamped on each DCR created by a user to ensure proper routing. The data is stored in the network_customer_master_mode__v field on the data_change_request__v object.
Additionally, the country of the user who created the DCR is stamped in the country_mapping__v field on the data_change_request__v object. This is used to determine which mapping should be used when processing a DCR, which assists in handling multi-country implementations. It is required that the Admin set the country__v field on the User object. The country_code__v field on the user is populated with the corresponding 2-digit ISO 3166-1 alpha 2 code, which is what will be stamped in the country_mapping__v field.
Settings Combination Matrix for DCR and Network Modes
|
Scenario |
DATA_CHANGE_REQUEST_MODE |
NETWORK_CUSTOMER_MASTER_MODE |
|---|---|---|
|
Standard Vault CRM use case |
0 |
0 |
|
Network Account Search (NAS) available, user does not create DCRs |
0 |
1 |
|
Veeva DCRs without Network use case |
1 |
0 |
|
Network Customer Master use case |
1 |
1 |
|
Multi-Stage DCR use case |
2 |
1 |
|
2 |
0 |
