Veeva CSM Deep Dive CRM Enhancements 19R3 - Version 1.0 - Veeva Systems
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Veeva CSM Deep Dive
CRM Enhancements 19R3
• Version 1.0
Webinar Housekeeping
Microphones will Questions will be We will share this
Please use Q&A
be muted answered at the presentation and
function to ask
throughout the end of the the recording of
questions
webinar presentation the webinar
Copyright © Veeva Systems 2019 2
Agenda
Legend
Features On By Default
Features Enabled By
Objectives Configuration
19R3 Release Timeline
O Online iPhone
19R3 Enhancements I iPad A Align
W V Vault
Resources Windows
Upcoming Events Orange = Applicable
Grey = Not Applicable
Light Orange = Parity item
Copyright © Veeva Systems 2019 3
Objectives
• Provide a detailed explanation of new features in the latest Veeva CRM release that
may be of interest to our customers
• Details include:
− Overview of how the feature functions
− Business justification of why the feature was developed
− Considerations for enabling the feature
− Configuration notes for an overall sense of level of effort
• Discuss whether each new feature is suitable and value-add for our customers
Deep Dive makes the release notes more consumable and provides an
opportunity for our customers to ask questions
Copyright © Veeva Systems 2019 4
19R3 Release Timeline
Full Sandbox Production
Friday Dec 6th, 2019 Friday, Jan 10th, 2020
between 8 pm ET and 1 am ET between 8 pm ET and 1 am ET
A sandbox refresh occurring between December 6th and January 10th will
result in reverting the Sandbox org BACK to Veeva CRM 19R2
Copyright © Veeva Systems 2019 5
• Territory Management 2.0 Update
• Lightning Readiness
Announcements • Salesforce Custom Settings - Critical
Update
• Apple Deprecation of UIWebView
• Downgrading Veeva CRM app
Copyright © Veeva Systems 2019 6
TM 2.0
• Salesforce.com is deprecating Territory Management 1.0 (TM 1.0) in June 2021
• All customers must migrate to Territory Management 2.0 by June 2021
19R3
January 2020 June 2021
Territory Territory
Management Transition Management
1.0 Period 2.0
18
months
Veeva is recommending all customers migrate to TM 2.0 right away as to not
increase remediation efforts which will incur over time
Copyright © Veeva Systems 2019 7
Customer Transition Phases to TM2.0
1 2 3
Assessment* Remediation Migration
• An impact assessment report for • Configurations and code • Contact Veeva Support to enable
each org has been created to identified by the impact TM2.0
identify configurations, reports, assessment must be • Approximately 48 hours of
and custom code affected by the appropriately modified and downtime will occur during the
transition to TM2.0 tested by admins migration
• Not included in Assessment: • During this window, all migration
• Managed applications steps should be completed
• Integrations with applications
outside of Veeva CRM
• Restore system access to end-
• CLM content and custom MyInsights users
visualizations referencing territory
*If you have not received your assessment, please contact your Account Executive or
email customersuccess@veeva.com
Copyright © Veeva Systems 2019 8
TM2.0
Veeva Version and Device Requirements
• In order to use TM2.0, all mobile users must be on Veeva CRM 19R3 or later
• Users of earlier versions will be unable to sync
• The following Veeva mobile clients are deprecated in orgs using TM2.0:
− Blackberry
− Tablet
− Windows 8
− Windows 10 on builds prior to 16299 (Fall Creators Update, version 1709)
Copyright © Veeva Systems 2019 9
Veeva CRM Lightning Ready in February 2020
• What is Veeva CRM Lightning Ready?
− Lightning Experience is Salesforce’s updated UX with a focus on usability and efficiency
− A Veeva CRM upgrade that ensures existing functionality renders in Salesforce Classic and the Lightning
Experience
• When will Veeva CRM Lightning be available?
− 19R3 patch release (February 2020)
• What is the benefit of transitioning to Veeva CRM Lightning?
− Lightning offers a much better UX with a focus on the business process rather than data entry
− Lightning is where SFDC is innovating
− As part of the 'Lightning Ready' upgrade, Veeva will begin to provide support for Salesforce Files
− Lightning Business App templates will be available for online personas (Veeva Roadmap)
Copyright © Veeva Systems 2019 10Veeva CRM Lightning Ready in February 2020
• What does “Lightning Ready” mean • What “Lightning Ready” will not do:
for Veeva orgs: − We do not force nor require customers to
− All required configuration changes will be enable Lightning
automated by Veeva − Tool will not touch custom
− Gives customers the opportunity to invest code/objects/controls – regardless of the
in the Lightning Experience creator
− Classic will be supported as long as SFDC
supports it
Copyright © Veeva Systems 2019 11Salesforce Custom Settings - Critical Update
• Salesforce has announced they will automatically enable the setting “Restrict
access to custom setting”
• Sandbox orgs with be upgraded starting on January 3, 2020
• Production orgs will be upgraded in February 2020
• 19R3 provides the required code changes to support this critical update
Veeva 19R3 release will be released to SBX and PROD prior to SFDC's release
of the critical update
Copyright © Veeva Systems 2019 12Apple Deprecation of iOS UIWebView
• With the iOS 12 release, Apple has officially deprecated UIWebView which is
currently used by some customers for their CLM Content
• Once Apple removed UIWebView, all CLM content on Veeva CRM will use
WKWebView by default
• Veeva has supported WKWebView through a configuration since the release of iOS
10
• Veeva CLM WKWebView Evaluation Version is currently available
• We recommend customers and their agencies to review all HTML CLM content
• Veeva will end support for UIWebView with our 20R2 release
Copyright © Veeva Systems 2019 13Downgrading Veeva CRM app !
• Summary:
− 19R3 includes a file structure update within the app for security purposes
− As a result the app cannot be downgraded from 19R3 to 19R2 – instead it must be deleted and
reinstalled
• Impact considerations:
− If using MDM to manage Veeva CRM versions, ensure MDM has current version once 19R3 is deployed
− If planning for any testing in full sandbox before 19R3 goes to production be aware that switching from
19R3 version back to 19R2 will require deleting and reinstalling app
• Example: Testing team is simultaneously regression testing 19R3 features and functional testing for an internal Dec
13 release (which will still be on 19R2) so testers must delete app and reinstall after regression testing before
attempting functional testing
Copyright © Veeva Systems 2019 14• Offline Related Lists Show All Records
General • Lightning Spinner Displayed
• OAuth 2.0 Authentication for Veeva CRM
Copyright © Veeva Systems 2019 15Offline Related Lists Show All Records O
I
• Overview W
− Related lists on offline devices now display all synced records. If a column in a related list is a
lookup field and the referenced data for a record is not synced to the device, the value for the
record displays as Not Available
− This improves offline the full visibility of all (activity) data of customers
Email Template
became inactive after
the email was sent,
and not synchronized
to the iPad anymore
Copyright © Veeva Systems 2019 16Lightning Spinner Displayed O
I
• Overview W
− A Lightning Spinner displays an animated spinner image to indicate that a feature is loading.
This component can be used when retrieving data or anytime an operation doesn't
immediately complete
− Lightning Spinner is also shown when using Salesforce Classic mode
Copyright © Veeva Systems 2019 17OAuth 2.0 Authentication for Veeva CRM O
I
• Overview W
− Veeva CRM supports OAuth 2.0 integration for authentication
− This allows users to use their company credentials to sign into Veeva CRM
− Admins can configure OAuth 2.0 for all users or for specific user profiles
• Overview for iOS
− Veeva CRM on iPad or iPhone with OAuth 2.0 support, must be
deployed via a Mobile Device Management (MDM) solution
− Users can switch Orgs while OAuth 2.0 is enabled
Copyright © Veeva Systems 2019 18OAuth 2.0 Authentication for Veeva CRM O
I
• Business Justification W
− Improved ease of use and speed: users do not have to remember Veeva-specific credentials
anymore and use their company login credentials instead
• Considerations
− Any identity provider supporting the (1) OpenID Connect protocol and (2) having a working
integration with Salesforce is supported, such as Google and Okta
− Integration users for scheduled processes such as Approved Email, CLM, Engage, MCCP, etc.
should not have OAuth enabled
− For users who are capturing consent, the lock icon on consent capture screens do not display
Field Level Object Custom
Page Layout VF/Apex VMOCs Tab/Data
Security Permission Settings
X X
Copyright © Veeva Systems 2019 19• Dynamic Attributes
Accounts • Veeva Oncology Link Integration
Copyright © Veeva Systems 2019 20Dynamic Attributes O
I
• Overview W
− Allows business admins to create, update, delete Account-specific attributes to to capture
information quickly
− No SFDC admin rights necessary
− Account data model untouched
Dynamic Account characteristics:
• Visually part of Account screen,
stored in separate object
• All major data types supported
• Audit trail available for *every*
Dynamic Attribute
Copyright © Veeva Systems 2019 21Dynamic Attributes for Accounts O
I
Field Creation
W
Fields defining the
Attribute Details
Sort Order Field is
an alphanumeric
value
Supported field types
Copyright © Veeva Systems 2019 22Dynamic Attributes for Accounts O
I
• Business Justification W
− Brings flexibility to the process by eliminating the need to wait for specific release cycles
− Allowing business admins to create dynamic attributes removes the burden from the IT Team
− Some use cases for which Dynamic Attributes would be useful:
• Feedback from Marketing Campaign
• Quick survey/profiling question
• Metrics to be gathered as part of a new launch where high reactivity is required
Dynamic Attributes
appear on the
Account Profile
Copyright © Veeva Systems 2019 23Dynamic Attributes for Accounts O
I
• Considerations W
− Not supported: required fields, related lists, validation rules, translations
− Do not display on the Account Preview screen
− Records cannot be created/edited online
− Configuration records cannot be edited while in Active status
− Configuration record types cannot be updated after being saved. If a change to record type is required, a
new attribute must be created
− Only Attribute records of type “Checkbox” support read-only
− Changes to a user’s edit permissions on a Dynamic Attribute are applied to end users’ orgs when they
sync
Field Level Object Custom
Page Layout VF/Apex VMOCs Tab/Data
Security Permission Settings
X X X X X X
Copyright © Veeva Systems 2019 24Dynamic Attributes for Accounts O
I
• Data Governance Considerations W
− As soon as “Dynamic Attributes” are no longer needed, Business Users should be educated to set the
“Status_vod” field to Inactive (this will prevent the end user from continuing to populate the attribute)
− In case of global use
• Since values cannot be translated, Dynamic Attributes need to be created in local language (i.e., 2 in CH for instance)
• The “Product”, “Detail Group” or “Sharing Group” field can be used to ensure users only have access to the
Dynamic Attributes which apply to them
• In a multi-country environment, you may want to add the Country Code to the Dynamic Attribute name to make
it unique to this Country
• Have a central governance team in place to assess each requirement to see if it should be configured globally
• Reports should be created to list Dynamic Attributes and identify those no longer required/not used (please note new
Report Types need to be created)
− Be mindful of the below when using the “track changes” field
• It could result in a significant volume of data being generated
• It shouldn’t be used in case integrations are in place as it would create new records
• Training Considerations
− Train Business Admins on the field naming convention when using the “Product”, “Detail Group”… fields
− Train Business Admins on how to check on existing Dynamic Attributes before creating new ones
Copyright © Veeva Systems 2019 25Veeva Oncology Link Integration O
I
W
• Overview
− Accounts associated to a designated KOL list will have a custom link included on the Account profile providing
a quick and easy way to open Veeva Oncology Link profiles directly in CRM
• Business Justification
− Provides users with an easy way to see more detailed information about KOLs that is not stored in CRM,
such as, publication details or clinical trial participation
• Considerations
− Must be subscribed to Oncology Link
− Requires an internet connection
Field Level Object Custom
Page Layout VF/Apex VMOCs Tab/Data
Security Permission Settings
X
Copyright © Veeva Systems 2019 26Call Reporting • Action Items on Call Reports
• Call Location
Copyright © Veeva Systems 2019 27Action Items on Call Report O
I
• Overview W
− Key Account Managers (KAMs) and Account Plan team members can now access a list of available
Action Items on the Call Report to complete without having to go to the Account Plan to mark complete
When the Call is saved or submitted, the Action
Item record is stamped with the following values:
• Status – Completed
• Completed Date – Call Date
• Completed By – Current user
• Call – Current Call
Action Items display based on these conditions:
• Assignee is empty or is set as the current user
• Status is not Completed
• Start Date is empty or is on or before the Call Date
• Due Date is empty or is on or after the Call Date
Copyright © Veeva Systems 2019 28Action Items on Call Report O
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• Considerations W
− For group calls, if the Action Item is linked to a business account, it displays on the call for the business
account. If the Action Item is linked to an attendee, it displays on the child call
− Action Items are sorted and displayed by the item name, in ascending order. The list is refreshed
automatically based on the Account Plan selected, when the Call Date is changed, or as Attendees are
added or removed
− Available Action Items display for accounts on the Call for all available Account Plans if the Account is
the main Account on the plan, or the Account is a Key Stakeholder
− When users select an Account Plan, all additional Action Items for the Account Plan display and any
Action Items that are not linked to Attendee Accounts are removed
• Prerequisites
− Enable Adding Action Items for KAMs. Ensure the Action_Item_vod object is referenced in the
Account_Plan_Object_Hierarchy_vod Veeva Setting
Field Level Object Custom
Page Layout VF/Apex VMOCs Tab/Data
Security Permission Settings
X X X X X
Copyright © Veeva Systems 2019 29Call Location O
I
• Overview W
− The Location field is editable if it contains only BRC products or if sampling in state that does not
require a state distributor license. Otherwise, the Call Location is locked for auditing purposes
Location field on the call Location field in this example is
report is still editable after not editable after signature
signature capture for BRC capture for Ohio which does
samples or no state distributor require a state distributor license
license required
Copyright © Veeva Systems 2019 30Call Location Stamping O
I
• Overview W
− For auditing purposes, when a signature is captured, the Call Location is stamped on the Call Report
when the call is saved (via a new field, Location_Text_vod, in the Call object)
− When the call is saved, the text value of the selected location is stamped on the call report
• Considerations
− This new field should not be displayed on the call report
Field Level Object Custom
Page Layout VF/Apex VMOCs Tab/Data
Security Permission Settings
X
Copyright © Veeva Systems 2019 31• Slide Transition
CLM • Deselecting Previously Selected
Directories and Labels
• Weighted Search in CLM
• CLM Filtering Using Presentation
Attributes
Copyright © Veeva Systems 2019 32Slide Transition O
I
• Overview W
− Users can now transition between slides via the next and previous slide navigation buttons without
disabling the laser pointer or highlighter pen. When the laser pointer or highlighter pen is active, swipe
and all other actions remain disabled
• Considerations
− Highlighter or laser pointer needs to be enabled
Next and
Previous Slide
Navigation
Once highlighter/laser is active,
moving to the next slide does not
disable the highlighter/laser
Copyright © Veeva Systems 2019 33Deselecting Previously Selected Directories and Labels O
I
• Overview W
− Users can now deselect previously selected labels and directories in the filter modal. Users can expand
or collapse directories using the arrow icons
Selecting a directory and
expanding the directory are
now separate actions
Copyright © Veeva Systems 2019 34Weighted Search in CLM O
I
• Overview W
− Enhanced search functionality includes: searches on product, new CLM filter fields, presentation name,
presentation description, keyword fields and allows for an AND/OR search
− If the search term matches exactly to a CLM Presentation Product or CLM filter fields, then they are
sorted alphabetically by CLM Presentation Name
− Search results are displayed in the following order:
• Exact Match
• Contains all Search Terms
• Contains any Search Terms
Displays first the exact
match of presentation
Displays all (Cholecap Blue), followed
presentations that Displays all by presentations
contain Chol presentations that containing all search
contain Cholecap terms (Cholecap AND
Blue) and then any search
terms (Cholecap OR Blue)
Copyright © Veeva Systems 2019 35Weighted Search in CLM O
I
• Business Justification W
− Allows users with a large number of presentations to easily locate a specific presentation by
leveraging CLM search
• Considerations
− Search needs to be previously enabled for this to be default on
− Training presentations are not included in the scope of the search
− Results are not confined to a directory or label if the user has one applied at the time of search
Copyright © Veeva Systems 2019 36CLM Filtering Using Presentation Attributes O
I
• Overview W
− Use presentation attributes to filter the number of presentations that display
− Can be used with labels and directories
− Can be applied to search results
When filters are
If multiple field filters are
configured, labels and Multiple filters can be
applied (e.g., Product and
directories are nested in Presentations applied within a single
Keyword), only
the Labels option satisfying any of the field filter
presentations satisfying all
selected values display
of the field filters display
Copyright © Veeva Systems 2019 37CLM Filtering Using Presentation Attributes O
I
• Business Justification W
− Improves in-field teams’ productivity by allowing users to quickly access presentations they’re
interested in
− Allow users with a large media library to reduce the number of presentations that display
• Considerations
− Filters can be used in conjunction with existing labels and directories
− Filters can also be applied to search results to narrow the result list to find the correct presentation
− Different Veeva Messages can be configured for different profiles
− Additional fields can be mapped from Vault to CRM and use them as filters
Field Level Object Custom
Page Layout VF/Apex VMOCs Tab/Data
Security Permission Settings
X X X
Copyright © Veeva Systems 2019 38Multichannel Cycle Plans • Thresholds Background and
Calculation Update
• Setting Goals at the Detail Group Level
Copyright © Veeva Systems 2019 39Thresholds Background and Calculation Update O
I
• Overview W
− Applies the under or over threshold variance to the expected level of progress for elapsed time in
the MC Cycle instead of using the total number of days in the MC Cycle
− On par with appropriate level of progress expected
• Business Justification
− The updated calculation provides better guidance to the end user for staying on schedule
Channel Status and Product
Red and orange bars
Status sections of the Status
indicate over and
tab on the My Plan screen no
under progress
longer display a green
threshold background
Pre-19R3 19R3
Copyright © Veeva Systems 2019 40Setting Goals at the Detail Group Level O
I
• Overview W
− This new feature allows customers to display MCCP goals at detail group level
− Flexible to manage specific products or topics within a group to detail a target account
− As activities are created against products in the group, the attainment progresses
You1.can
Youfilter
can by
access/create or edit
Product or Topic
Labels
basedbyon
clicking
Detailon
the “Filter”
Groups menu
defined
Copyright © Veeva Systems 2019 41Setting Goals at the Detail Group Level O
I
• Business Justification W
− Detail group level goals give Admins the flexibility to manage specific grouped products or topics
into a targeted account. This is useful for detail groups containing large numbers of detail products
or detail topics
• Considerations
− Multichannel Cycle Plans are enabled
− MC Cycle Products must be populated with at least a Detail Group and a Product
Field Level Object Custom
Page Layout VF/Apex VMOCs Tab/Data
Security Permission Settings
X
Copyright © Veeva Systems 2019 42• Visualizations with Geolocation
MyInsights • Smart Linking for Account Plan
SWOTs and Goals
Copyright © Veeva Systems 2019 43Visualizations with Geolocation O
I
• Overview W
− Allows visualizations to view the location of the user's device compared to the location of Accounts
− Allows for more effective planning by listing accounts nearby and showing distance between account
and current location
After navigating to the
visualization for the first time,
users should select ‘Yes’ when a
popup displays with a request
for Veeva CRM to access the
current location
Copyright © Veeva Systems 2019 44Visualizations with Geolocation O
I
• Business Justification W
− Combines a unique property of mobile devices with the unlimited user flexibility that MyInsights
provides. Offers our customers yet another creative way to structure their visualizations
• Considerations
− Ensure MyInsights is configured. See Configuring MyInsights Visualizations for more information
− Developers can create custom visualizations or modify out-of-the-box visualizations to request location
information. See MyInsights Visualizations for a list of out-of-the-box visualizations
− To view visualizations requesting the device’s current location, users must enable location services on
the device and ensure the device has internet connection
− Online devices determine location based on their internet routing, not actual GPS (as is the case on
mobile devices). As such, the location of an online device will not be as precise as a mobile device
Field Level Object Custom
Page Layout VF/Apex VMOCs Tab/Data
Security Permission Settings
X X X X X X
Copyright © Veeva Systems 2019 45Smart Linking for Account Plan SWOTs and Goals O
I
• Overview W
− Smart linking for MyInsights Account Plan Dashboards to the Account Plan SWOT and Goal items is
now possible for all iPad-based reports
• Business Justification
− Allows users to directly go from the MyInsights report to the SWOT(s) and Goal(s) and action there
any changes they may like to make after reviewing the report
• Considerations
− Users must have the appropriate rights to view/edit the SWOT(s) and Goal(s)
Copyright © Veeva Systems 2019 46• MyInsights Account Profile Override
iPhone Parity • Medical Mode
Copyright © Veeva Systems 2019 47iPhone MyInsights Override and Medical Mode O
I
MyInsights Account Override W
• The MyInsights Account profile override is now
available on iPhone
• Includes the KOL profile override
Medical Mode
• Medical mode is now supported on iPhone
• Uses same application labels as Medical CRM on
iPad
Copyright © Veeva Systems 2019 48• General Overview
Autosync for • Manual Sync
Windows
Copyright © Veeva Systems 2019 49Autosync – Top Things to Know O
I
W
1 2 3
Coming to Automatically Seamless for
Windows in Enabled End Users
19R3
Copyright © Veeva Systems 2019 50Real Time Sync – Production Release O
I
• This update disables the old sync functionality and replaces it with the new real- W
time sync capability
• Users on Windows must be on Windows 10 Build 16299 (Fall Creators Update,
version 1709) or higher to successfully upgrade. This is the same Windows version
required for Windows Sunrise
Copyright © Veeva Systems 2019 51Autosync Principles O
I
W
User edited/created Users get immediate Users with multiple
data on mobile device feedback about the data mobile devices see their
automatically syncs up they edited/created data changes across
to the online servers devices
Copyright © Veeva Systems 2019 52Components of Sync O
I
W
Mobile Device
Create/Edit
Manual Sync
Autosync
Record Retrieval
Sync Widget
App must be in the foreground
Copyright © Veeva Systems 2019 53Autosync Frequency O
I
W
Every Clients immediately uploads record
Save/Submit to online server
Client asks for all changes originating from
30 secs* any of the users devices
* Interval is subject to change based on server load.
Copyright © Veeva Systems 2019 54Manual Sync O
I
The following data sets still require manual sync:
W
Data changes made
from online including
integrations/territory Metadata changes
alignments
Veeva CRM MyInsights Data changes made
Veeva CLM and
Sales Data and Nitro by other users
Approved Email content
Data
Copyright © Veeva Systems 2019 55• About the 19R3 Release
Resources • CRM Online Help
• 19R3 Feature Enablement and
Availability
Copyright © Veeva Systems 2019 56Feature Enablement And Availability O
I
• New functionality introduced in the Veeva CRM 19R3 Release is available on the W
following platforms
Copyright © Veeva Systems 2019 57Veeva CSM Deep Dive
Default On
CRM Enhancements 19R3
• Version 1.0Default On Features
CRM Default On Features
Feature Condition Online iPad Win iPhone Visible to
Users
Overreached and Under Reached Thresholds
MCCP Enabled X X Yes
Calculation Update
Green threshold background removed MCCP Status
MCCP Enabled X X Yes
tab
Autosync for Windows Windows Device User X Yes
Related lists on offline devices now display all synced
None X X Yes
records
All loading spinners now use the Lightning spinner
None X Yes
style
Smart Linking for SWOT and Goal records on existing
MyInsights and Account Plans Enabled X Yes
MyInsights reports
Enabling MyInsights Account Profile Override MyInsights Enabled X Yes
Internal Surveys now display alphabetically based on
Surveys Enabled X X Yes
Survey Name on the Survey Targets screen
Device status bar on Surveys Surveys Enabled X Yes
New Survey Target button removed from Child
Surveys Enabled X Yes
Account’s Survey Target related list
Copyright © Veeva Systems 2019 60CRM Default On Features
Feature Condition Online iPad Win iPhone Visible to
Users
Ship To Address Filtering Sampling Enabled X X X X Yes
Slide transition without disabling laser pointer or
CLM Enabled X X Yes
highlighter
Filtering enhancements CLM Enabled X X Yes
Weighted searching CLM Enabled X X Yes
Schedule Engage Meeting button available in the More
Engage Meeting Enabled X Yes
Actions menu
Hosting Engage Meetings on the iPad platform is
Engage Meeting Enabled X Yes
redesigned to optimize the hosting experience
Improved Engage Meeting Hosting on iPad Engage Meeting Enabled X Yes
Improved iPad Digital Sign-In Sheet Events Management Enabled X Yes
Copyright © Veeva Systems 2019 61EU Key Upcoming Events
Upcoming CRM • Wednesday, 11 December 2019: CRM Best Of
2019
Veeva & U
Sessions • Link to the Veeva & U CRM Hub
© Copyright 2019 Veeva Systems Inc. All rights reserved
Copyright © Veeva Systems 2019 63• Thursday 12 December 2019 : Vault PromoMats
Best of 2019
• Thursday, 16 January 2020: Automated Claims
Upcoming Vault Linking In Veeva Vault Promomats
Veeva & U • Thursday, 13 February 2020: Veeva Web2pdf: A
Sessions True Web View
• Thursday, 12 March 2020: Standard Metrics In
Veeva Vault Promomats
• Link to the Veeva & U Vault Hub
© Copyright 2019 Veeva Systems Inc. All rights reserved
Copyright © Veeva Systems 2019 64US Key Upcoming Events
Veeva Commercial & Medical Summit, Philadelphia
June 8 - 10, 2020
Commercial Content | Medical Multichannel CRM | Data & AI
SAVE THE
• 1700+ Attendees DATE! • Best Practices, Product Deep-Dives
• 200+ Companies • Innovation Hub
• Business-focused sessions • Networking with Peers
Copyright © Veeva Systems 2019 66Thank you
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