Querying CRM Data from HTML Content
- Object Model
Content creators can query CLM data from CRM for end users to display to target accounts. CLM content can include personalized information pulled from Vault CRM, tailoring the content for each HCP and enhancing HCP engagement. This allows end users to achieve greater impact with their target accounts.
Who can use this feature?
- Content Creator Users - Browser
- Querying CRM Data
- End Users - CRM Desktop (Windows), iPad, iPhone, Windows
- Users do not require an additional license
Configuring Attachment Fields for Querying CRM Data for
Business Admin Users
- Navigate to Admin > Configuration > Objects > VMobile Object Configuration > Layouts.
- Place the Include Attachment Field List (include_attachment_field_list__v) field on the appropriate layouts.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant the following permissions:
Objects Object Permissions Object Types Fields Field Permission vmobile_object_configuration__v
R
tablet__v
include_attachment_field_list__v
Read
End Users
To configure this feature:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant the following permissions:
Objects Object Permissions Object Types Fields Field Permission vmobile_object_configuration__v
R
tablet__v
include_attachment_field_list__v
Read
- Navigate to Business Admin > Objects > VMobile Object Configurations.
- Navigate to the VMOC for the applicable object.
- Define the attachment fields in the include_attachment_field_list__v field. This is a double semi-colon delimited list. This ensures specific attachment fields sync to end user devices.
- Ensure the VMOC is Active.
Querying CRM Data as
Content Creator Users
Veeva provides the getDataForCurrentObject, getDataForObject, and queryRecord JavaScript functions to enable content creators to read from the Vault CRM database. Possible uses of these include:
- Displaying the HCP’s name and specialty
- Displaying the HCP’s parent organization name
- Changing the information displayed on the content based on the physician's segment
- Reading which survey is associated to the presentation being displayed
The getDataForObject function is not supported for content on the CRM Desktop (Windows) platform.
On the iPad and CRM Desktop (Windows) platforms, the queryRecord JavaScript function supports attachment fields, allowing content creators to retrieve .txt files from Vault CRM to use in CLM content. The .txt files can have a maximum size of 1.2 MB.
Custom attachment fields are not supported on the user__sys object.
