Alternate field for hashtags in CRM
DM
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 Network's alternate custom field called CRM Hashtags (crm_hashtags __v).
The Network field must be mapped to the 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.
Enable the 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 CRM Help: Network field mapping.
Network Managed Account Identifier
This Network setting in CRM must be set to 1 or 2.
Setting value 1
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.
| VID 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.
| VID 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 CRM Help: Network hashtags in CRM.
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. If they are, the hashtag values will be updated in CRM.
Supported platforms
The crm_hashtags__v 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.
