Data components




Users can view external data related to HCPs, HCOs, and custom objects directly from the Network UI using data components. Data components can also be applied to Network Widgets so users can view external data about HCPs and HCOs. Administrators can create a component to query specific data from Salesforce orgs (for example, Veeva CRM and Salesforce Service Cloud™) so users can access Salesforce data from record profiles.

Data stewards can also access the data from data change requests. For example, to validate a primary address change, Data Stewards can access the latest call data from Salesforce to verify the recent addresses that have been visited for an HCP; this helps them to know if the change is valid.

View the Data component overview video for an overview of data components in Network.

Viewing external data in Network

You can access Salesforce data without logging into external applications like Veeva CRM and Service Cloud. Click the Data Component button on record profiles or data change requests.

Data components can be restricted by user, entity, and country. If the button does not display, it might be unavailable to you through your assigned user group, or it might be unavailable for the entity type or the primary country of the record.

Profile page

The Data Component button displays on record profiles. Expand the list to see all the components available for the record. Each component is connected to a different Salesforce org and may contain different types of data. Network administrators create each component and customize the data that is available to view.

The components are listed alphabetically.

Example

When you click the Data Component button, the first available data component will be opened. When you select a specific component from the list, the Data Component dialog opens to that component. There might be several sections for a component. Each section contains specific data. For example, there could be a section for Addresses, Account Information, and Call Details.

When there is no data available, the No Records Found message displays in the section.

Data change requests

Data Stewards and Data Managers can view data components on add requests and change requests. When you click the Data Component button from a DCR, it opens to the first component that is listed alphabetically.

Note: On add requests, if the Create Unverified feature is not used on the DCR, the Data Component button does not display because the record does not yet have a Veeva ID.

Example

A change request is submitted by a sales rep, Sarah Jones, to change the primary address for an HCP. When she submitted the request, Sarah added a comment that she's been visiting the HCP at a new address recently. To validate this change, the data steward can open the data component to see the latest call data on the HCP's CRM account.

Viewing external data in Network widgets

The countries, entities, and permissions (user groups) defined in the data component configuration determine what components display for you in the widgets.

Profile and Search widgets

Data components display in tabs at the top of record profiles. They are listed alphabetically after the Profile Information tab. The order cannot be changed. The tabs do not display if data components have not been applied to this widget or do not apply to the profile. For example, if a data component applies to HCPs only, it does not display on HCO accounts.

In the Search widget, data components display when users view a record profile from the search results.

Edit profiles

The external data on the data component tabs is read-only. Profiles can be edited only on the Profile Information tab if editing is enabled in the widget.

Affiliation widget

In the Affiliation widget, data components can display for a single record or for multiple records.

Single records

The Data Components button displays on the profile when you view an account. You can customize the button name on the Data Component Settings page; for example, it might be called CRM Data. The button does not display if data components are not defined for the widget or do not apply to the profile.

Click the button to display the dialog.

The first available data component displays. Additional data components are listed alphabetically in the left pane. By default, 25 results are shown in the data component table views. Use the Show list to customize the number of results that display for each table.

Multiple records

Using tabs on the Influence Map, you can view data components that display data for multiple accounts. For example, you can see emails sent to all HCPs from Veeva CRM or view recent calls for all HCPs.