Alternate field for hashtags in CRM
Network hashtags are stored in the Account Identifier field in CRM, by default. If you already have data in that field, you can choose to store hashtags in an alternate custom field.
To support an alternate field for hashtags in CRM, Network has a new field called CRM Hashtags (crm_hashtags __v). You can map this Network field to your custom field in CRM. When the Network Bridge runs, hashtags are calculated in the Network field and are pushed to CRM to display in the custom field.
The CRM Hashtags field is disabled by default. To enable it for your Network instance, contact Veeva Support.
About the Network field
The CRM Hashtags field can be enabled for HCP and HCO objects (Data Model). The field is read-only; it cannot be edited by submitting a data change request.
The field value is empty in target subscriptions and throughout the Network application (for example, Network Reporting) because hashtags are dynamically calculated.
Veeva CRM configuration
To use the crm_hashtags__v field, configure CRM to accept the field from the Network Bridge.
Field mapping
Map the crm_hashtags __v field in Network to the custom field in CRM.
Example
In this example, the crm_hashtags __v field in Network is mapped to a custom field in CRM called Network_Hashtags__c.
| CRM Field API Name | Network Field API Name |
|---|---|
| Network_Hashtags__c | crm_hashtags__v |
For details, see Network field mapping in the Veeva CRM Online Help.
Network Managed Account Identifier
This Network setting in CRM must be set to 1 or 2.
Setting value1
If the Network Managed Account Identifier Network Setting is set to 1, only the alternate custom field, for example, Network_hashtags__c, is populated with hashtags in CRM.
| Veeva ID field | Network_hashtags__c |
|---|---|
| 942356340136150623 | #md #npi #physician #salesdata #targetAllergy #targetOncology #targetNeurology #targetUrology |
| 942356333379585631 | #nurse |
Example - Network Account Search
Setting value 2
If the Network Managed Account Identifier Network Setting is set to 2, the Account_Identifier_vod__c field and the alternate custom field (Network_hashtags__c) are populated with hashtags in CRM.
Note: There is no maximum length for the Network_hashtags__c custom field so additional hashtags might display.
| Veeva ID field | Account_Identifier_vod__c (max length: 80) | Network_hashtags__c |
|---|---|---|
| 942356340136150623 | #md #npi #physician #salesdata #targetAllergy #targetOncology #targetNeurology | #md #npi #physician #salesdata #targetAllergy #targetOncology #targetNeurology #targetUrology |
| 942356333379585631 | #nurse | #nurse |
For details about this setting, see Network hashtags in CRM in the Veeva CRM Online Help.
Network Bridge
When the Network Bridge runs, it validates that the crm_hashtags__v field is enabled in Network and that the CRM configuration is complete to determine if the hashtag values should be updated in CRM.
The field is supported for:
-
CRM Windows
-
CRM Online
-
CRM for iPad
Example
The Account Identifier field is used to store an alternate key, so the Network Hashtags custom field is enabled and populated with the hashtags for this account.
