Veeva CRM integration

Veeva CRM is a CRM application built on the Salesforce platform. Network MDM integrates seamlessly with Veeva CRM to provide real-time validated data to CRM users.

The following integration topics are available:

  • Network Bridge - Within Network MDM, run and monitor the data subscription jobs that export data from Network MDM to Veeva CRM.

  • Network hashtags in CRM - Configure hashtags to display in Veeva CRM.

    Hashtags can help CRM users find correct records faster in Network Account Search and throughout the CRM application (both Online and iPad).

  • Increment delta IDs - Network MDM increments the delta ID on objects for rejected data change requests so records remain synced between CRM and Network MDM.
  • Upserting data to CRM - Use the Veeva Connector to push object data from Network MDM's FTP server to CRM.
  • Extracting data from Veeva CRM - Use the Veeva Connector to communicate with CRM to extract data to Network MDM's FTP server.
  • Optimizing Network Account Search - Reduce the number of add requests that are sent to Network MDM and help field reps quickly retrieve results.
  • Limit Network Account Search results - Network Account Search (NAS) can be limited for Veeva CRM users based on specific Network MDM fields.
  • Filter Mail Only addresses - Remove addresses from Network Account Search when users search and download new accounts into CRM.
  • View custom fields in OpenData search results - Display custom field values on search results to help end users select the relevant entity to download in Veeva CRM
  • License support for Veeva CRM - Review the field mappings between Network MDM's License object and Veeva CRM's Address object.
  • Dynamic attributes - Load dynamic attribute data from CRM.
  • Synchronizing your CRM Sandbox - Keep your Veeva CRM and Network MDM sandbox instances aligned.
  • Transformation rules - Create rules to override OpenData values before records are pushed to CRM.
  • Data privacy in Veeva CRM - HCP records that are anonymized or opted-out in Network MDM can flow to Veeva CRM.
  • Network address inheritance - Configure Network Address Inheritance for Veeva CRM.
  • DCR attachments - Sales reps can add images to DCRs submitted from CRM. This provides supporting evidence to Data Stewards so they can easily validate and approve the changes.

For more information about the Network MDM and CRM integration, see the Veeva CRM Help: Network MDM Integration topics.