Network Bridge setup

AD
DM

Before you create a single or multi-country Network Bridge for Veeva CRM, some configuration steps are required.

Complete the following tasks:

  • Network - Veeva CRM configuration - Ensure that the integration is complete.

  • Add credentials - Create Salesforce credentials to access the CRM org.

  • Create the target subscription - Configure the subscription that will export the data to Veeva CRM.

See the sections below for details about each task.

Note: To prepare a Network Bridge for Vault CRM, see Vault CRM Bridge.

Network - CRM configuration

Before the Network Bridge can be used, the integration between Network and CRM must be complete. For more information, see the Veeva CRM Help: Network Integration topics.

Address considerations

The Network Bridge does not support the Salesforce geolocation field type. If there is data populated in these fields, the Bridge job will fail. To avoid issues, remove read and edit field-level security on geolocation fields for Network Integration users in CRM.

Add Veeva CRM credentials

AD

Salesforce™ credentials are required for the Network Bridge. You can run the Network Bridge with the CRM org credential to access the Salesforce™ credentials that are stored in Veeva CRM. Using the CRM organization ID, Network can access the Salesforce session ID so administrators only have to update the credentials in Veeva CRM.

You can also run the Network Bridge using your Salesforce credential.

Prerequisite

Before you create the CRM org credential, ensure that valid Network and Salesforce credentials are stored on the Network Administration page in Veeva CRM.

For more information, see the Veeva CRM Help: Administrative Tools topic.

Add the credential

To add the CRM org credential in Network:

  1. In the Admin console, click Settings > External Credentials.
  2. On the External Credentials page, click Add Credentials.
  3. In the New External Credential dialog, choose Veeva CRM - Org ID from the list.

  4. On the New External Credential page define the following information:

    • Name - Type a meaningful name.
    • Organization ID - Type the 18-digit CRM Organization ID.

  5. Click Test Connection to ensure the credentials are valid.

    To test the credentials, an API call to Veeva CRM checks for valid Network credentials, valid Salesforce credentials, and that the Network user exists in the instance.

    A panel displays information about the environment that the credential is linked to. It also provides warnings if you are potentially connecting to the wrong environment; for example, if the credentials connect your Sandbox Network instance to a Production CRM org.

  6. Save your changes. If you did not test the credentials, they will be tested now. Invalid credentials will not be saved.

    7. The credentials are stored and can be used in the Network Bridge configuration.

Configure the target subscription

Before you create a Network Bridge, define the target subscription configuration that you'll use for the bridge. There are a few recommended settings for subscriptions that are used to export data to Veeva CRM.

  1. In the Admin console, click System Interfaces > Target Subscriptions.

  2. Click Add Subscription.

    Configure the settings in each section.

  3. Details - Define the following settings:

    • Name - Type a relevant name for the subscription.

    • Type - Choose Data.

    • System - Expand the list and choose the Veeva CRM org that you will export the data to.

      If you haven't defined a system for the CRM org yet, go to System Interfaces > Systems and create the system.

    • Description - Type a meaningful description for this subscription so it is clear that is used for a multi-country Network Bridge.

  4. General Export - These setting values are recommended for target subscriptions for single country and multi-country Network Bridges.

    Targeted Record Options

    • Full Data Extract - Choose Delta to export only the changes that occurred since the subscription last ran.

    • Record Type - Choose Non-Candidate to export all records except for candidate records.

    • Record State - Choose All so records with all record states are exported.

    • Export Only Updated Sub-Objects - Do not select this setting. All sub-objects should be exported in this subscription.

  5. Hierarchy - Determine the related entities to export.

    • Level of Hierarchy to Export - By default, one level of parent will be exported to ensure that relationships are intact.

    • Apply "Export Options" to the target records related entities - Choose this option if you want to filter the related entities that are exported based on any filters that you apply in the Export Options section below.

  6. Reference Data - Do not select Include Reference Data Files. It is not required for this Network Bridge subscription.

  7. File Format - Do not change the default values in this section. Veeva CRM expects target subscriptions to be comma delimited and to have a header row.

    Format - The format of the export file. This is set to CSV by default.

    Encoding - The encoding for the export. This is set to UTF-8 by default.

    The following options help exported files to comply with CRM's file acceptance format.

    Delimiter- The character used to separate values in the exported .csv file. Choose comma (,).

    Text Qualifier - The character to identify the beginning and end of text. Choose double quotes (").

    Include header row? - Ensure that this is selected so the .csv file contains a header row.

    Export File Format - Defines how the file is exported. Choose Compressed single file (default). This means that one compressed file will be exported and it will contain .csv file for each object.

    Compression Format - Choose the Zip (zip) compression format. The target subscription will export one .zip file which will contain a .csv file for each object.

    Export File/ Folder Name - Choose one of the following options:

    • Default - The file exported with the following naming convention: exp_########.
    • Include Name and Timestamp - The file is exported with the following naming convention: <subscription name>_YYMMDDTHHMMSSSSS; for example, CRM_Target_170113T191503397.
    • Static Name - Do not choose this option. This exports the file with the same name, so the file and folder will be overridden each time the job runs.

  8. Export Locations - Choose to save the exported file in the following locations:

    • Default - The default path is outbound/<system_name>.

    • Custom - Define a custom path.

      Administrators can give users specific access to FTP folders, so identifying a custom path for this subscription enables you to protect the data. For more information about identifying FTP folder access for users, see Add a user profile. Custom paths are not validated, so ensure that they are correct so your job does not fail.

      For information about accessing the files in your Network file system, see File Explorer.

    • Export to Cloud Storage - Export the data directly to your private cloud storage. Exporting to Amazon S3 buckets are supported.

      The Amazon S3 bucket must be created with write access so you can export the files. For more information, see Exporting data to cloud storage.

  9. File & Field Selection - Accept the Select Which Objects and Fields to Export default value.

    All the enabled objects in your Network instance display.

    • Veeva standard objects (HCO, HCP, Address, License, Parent HCO) - Accept the Export All Fields default value.

    • Custom Key - Choose Do Not Export. The exported file size is typically very large.

    • All other objects (custom objects and Network widget objects) - Choose the level of export.

      Custom objects and Network widget objects (Affiliation and Account Link) are not supported for the Network Bridge integration with Veeva CRM but they do not impact the Bridge subscription job. They can be included in the target subscription if you plan to use the same file that is generated for the Network Bridge for another purpose; for example, to load custom object data through a Veeva Connector.

  10. Export Options - Filter the objects to export.

    • Single country Network Bridge - Typically, a Primary Country filter defined.

    • Multi-country Network Bridge- Country filters are not required. They are automatically applied when the Bridge job for each country runs.

      A target subscription for a multi-country bridge will have the following filter groups defined for HCOs and HCPs:

      • Group 1

        • Field - Source System

        • Condition - Contains

        • Value - The system for the CRM org.

      • Group 2

        • Field - Defined Query

        • Value: send_to_crm__c:in:Y

          This query means that the record will be exported if the send to CRM flag is set to Y.

  11. Transformation Rules - Displays any rules that you have applied to this subscription.

    For example, create rules to remove specific address types from Veeva CRM.

    For more information, see Transformation rules.

  12. Transformation Queries - Displays any queries that you have applied to this subscription.

    For more information, see Transforming outbound data.

    Note: Do not use transformation queries to filter relationships or addresses for Veeva CRM using the Network Bridge. The Network Bridge does not just use exported files, it also involves other processes (data change requests, Network Account Search, direct downloads through the API, and so on) that do not use transformation queries.

  13. In the Job Trigger Configuration section, accept the Manual option to run the subscription. The schedule for the subscription will be set in the Network Bridge configuration.

  14. Save your changes.

The target subscription is available and can be applied to the Network Bridge configuration.

Next step

When the prerequisite tasks are complete, you can configure the Network Bridge.

Add Network IP addresses to the CRM allowlist

If Salesforce credentials are not validating in Network, Veeva CRM administrators might need to add the Network NAT IP addresses in CRM to your allowlist.

To include the Network IP addresses as trusted IPs in Veeva CRM:

  1. Log into to Veeva CRM as a system administrator.

  2. On the right side of the page, click on the user name and select Setup.

  3. In the Administration Setup, expand the Security Controls section and select Network Access.

  4. At the top of the Network Access page, click New.

  5. Create entries by filling in the Start IP Address and End IP Address for the NAT gateway for each of the following IP addresses:

    US IP addresses EU IP addresses
    13.59.225.31 34.241.15.234
    18.188.140.111 34.243.156.248
    18.216.182.16 52.208.136.96
    18.216.246.38 52.209.181.239
    18.217.229.142 52.210.45.166
    18.218.18.216 52.210.157.80
    18.219.254.2  
    18.219.254.183  
    18.222.10.133  
    52.15.239.60