CRM Managed Account Types
Customers in different regions or countries have the flexibility to enable different DCR modes based on account__v object types. Customers may define different DCR modes for certain types of accounts in certain countries to achieve more flexibility.
In some regions, certain types of accounts may not need to be DCR-enabled. For example, staff records do not need to be DCR-controlled. For these accounts, when an end user creates or edits the account, the account should be created or edited directly in CRM without creating any DCRs.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- End Users
Configuring CRM Managed Account Types for
End Users
To configure this feature:
- Grant end users Create permission to the account__v, child_account__v, and address__v objects to create the necessary account__v object types.
- Ensure the appropriate values for the country_code__v picklist on the account__v object are made available to the necessary account__v object types.
- Ensure the CRM_MANAGED_ACCOUNT_TYPES Network Setting is populated with the corresponding Veeva Message.
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Populate the CRM_MANAGED_ACCOUNT_TYPES Veeva Message with a list of the API names of account__v object types and countries in the following format:
<Account Object Type>:<Country Inclusion List>;;<<Account Object Type>:<Country Inclusion List>
For example, assume a Vault CRM org is a multiple country org for Switzerland (CH), French (FR), Italy (IT) and Germany (DE):
staff__c:ALL;;nurse__v:IT,DE;;
This means reps can create or edit an account__v object type of staff__c without generating DCRs in all countries, and nurse__v account type in Italy and Germany.
“ALL” is a reserved key word that needs to be specified if it should apply to all available countries.
Using CRM Managed Account Types as
End Users
When a user creates or edits an account with the object type in the Veeva Message, if the user’s country code (country_code__v on the user__sys object) matches the country code in the message, the setting is respected and a DCR is not generated.
If an account__v object type is included in both the CRM_MANAGED_ACCOUNT_TYPES and THIRD_PARTY_MANAGED_ACCOUNT_TYPES for the same countries, Third-Party Managed Account Types are always respected.
These two settings overwrite the user’s default DCR settings. For all object types/countries not included in the settings, the user’s default DCR setting is respected. The object type name, not the object type label, should be used in the settings.
