Integrating Veeva Link with an X-Pages Account Page
Vault CRM customers who subscribe to Veeva Link can provide their users with a quick and easy way to open Veeva Link profiles from account detail pages using an X-Pages Account page. Veeva Link enables users to uncover new opportunities and orchestrate meaningful interactions between Veeva’s customers and their accounts by compiling profiles of experts and activities into a single view across teams and geographies.
For example, a user can view more detailed account data by selecting the Veeva Link URL on a KOL Account Detail page. This opens an X-Page displaying additional information such as publication details and clinical trial participation information.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- Business Admins, Content Developers, End Users
Configuring Veeva Link Integration for Accounts for
Business Admins
To configure this feature:
- Ensure initial configuration for Accounts is complete.
- Grant the following permissions for each permission set that requires access:
Object Object Permissions Object Types Fields Field Permissions account__v CRED account__v - vl_link__v
- vl_url__v
Edit - Place the vl_link__v field on the appropriate account__v object type page layouts.
- Ensure 'salesforce' is the value in the target_platform__v field on the html_report__v object.
Configuring Veeva Link Integration for Accounts for
End Users
To configure this feature:
- Ensure initial configuration for Accounts is complete.
- Grant the following permissions for each permission set that requires access:
Object Object Permissions Object Types Fields Field Permissions account__v CRED account__v - vl_link__v
- vl_url__v
Read
Using Veeva Link with Accounts as
End Users
To access a Veeva Link profile from an account page, select the View Profile link displayed in the vl_link__v field. The account’s Veeva Link page opens with the KOL profile displayed.
