Vault CRM integrations
Data Launch Accelerator
The Data Launch Accelerator helps you to quickly and easily set up the essential Network configurations for your Network - Vault CRM integration.
The wizard simplifies the initial implementation for new Network customers by creating these standard configurations:
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OpenData country subscriptions - Enables and configures the countries that you select.
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OpenData country groups - Creates a group for applicable OpenData regions so you can easily manage country schedules.
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Network Bridges - Creates the Vault CRM Multi-Country Bridge with a country-specific bridge configuration for the selected OpenData countries.
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Target subscription - Creates the subscription used by the Network Bridge.
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Data Visibility Profiles - Creates a DVP for each selected country.
After the initial implementation, the wizard can be used to add Bridge configurations for countries or to create the integration to another Vault CRM org.
This feature is enabled by default in your Network instance.
Prerequisites
Before using the Data Launch Accelerator, Administrators should complete the following tasks in your Network instance.
OpenData country subscriptions
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Active countries - Confirm that the required countries are listed on the Veeva OpenData Subscriptions page System Interfaces.
If any required countries display in the Other Veeva OpenData Country Subscriptions section, contact Veeva Support.
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Define records to download - A working set must be created for each country. This is a .csv file that lists all the VIDs that you want to download when the country subscription runs.
Work with your Veeva Professional Services contact to create the working set.
System
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Create a system for Vault CRM (System Interfaces > Systems). The system is used to connect to your Vault CRM org.
Note that the system Type must be set to Veeva Vault.
Example Vault system
For details, see Adding Systems in the Veeva Network Online Help.
Credentials
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Create the Vault credentials. (Settings > External Credentials).
The credential contains the Vault CRM org and integration user (created in Vault CRM). Note that the system Type must be set to Vault.
Run the Data Launch Accelerator
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In the Admin console, click System Interfaces > Data Launch Accelerator.
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On tab 1 - Select Vault CRM, define the following settings:
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System - Choose the source system for Vault CRM. This will be used by the target subscription and the Network Bridge.
Systems defined as Veeva Vault systems display in the list.
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External Credentials - Select the credentials for the Vault CRM Integration User that will run the Network Bridge jobs.
The list displays all Vault credentials configured in your Network instance.
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Click Next.
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On tab 2 - Select Countries, select each country to configure for Vault CRM.
The countries are listed by OpenData region:
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US
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International - Canada, Europe, Middle East, Africa
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Asia Pacific
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Latin America
By default, only active countries display. These are countries that are ready to be enabled in your Network instance.
View all countries
To see all OpenData countries, clear the Show active countries only setting.
Hover over an inactive country to display a tooltip that explains why the country cannot be enabled.
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Click Next.
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On tab 3 - Preview Configurations, review the configurations the Data Launch Accelerator will create in your Network instance.
Configurations
For initial implementations, the Action will be either an Add or an Update.
When you run the wizard to add countries or connect to a different Vault CRM org, some actions will be Update or Skip because the configurations were previously created. For details, see the Using the wizard after the initial implementation section below.
Configuration Action Description OpenData Subscription Country Groups Add A country group will be created for each OpenData region for the selected countries.
OpenData Subscriptions Update The subscriptions for the selected countries will be enabled and updated with default configurations. Multi-Country Network Bridge Add A multi-country bridge will be created to connect to your Vault CRM org. By default, a Network Bridge for Vault CRM is a multi-country bridge.
Network Bridge Add A country-specific child bridge is created for each selected country. Target Subscriptions Add A target subscription will be created for the Network Bridge to push data to Vault CRM.
Data visibility Profiles (DVPs) Add A DVP will be created for each selected country.
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Click Create Configurations.
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The confirmation dialog displays the system to use for the Network Bridge.
To confirm and proceed with the changes, click Create Configurations.
Tip: It can take a few minutes to generate the configurations. You can navigate away from the page during the process.
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When the configurations are complete, the page refreshes to display all the actions taken for each configuration category.
Additional steps to complete the process in Network and Vault CRM displays.
The configurations created by the wizard are now available in your Network instance.
Data visibility profile configurations
A DVP is created for each country selected in the Data Launch Accelerator.
Standard settings
When the DVP is created using the wizard, the following settings are defined. The settings can be changed after the DVP is created.
| Setting | Value |
|---|---|
| Primary Information | |
| Profile Name |
The naming convention is <country_code>_data_v.
Example: FR_data_v (France). |
| Description | DVP for FR data created by the Data Launch Accelerator |
| Default (When Creating New User) | False |
| Permissions | |
| HCP Visibility | All |
| HCO Visibility | All |
| Data Read-only access | False |
| HCP Opt Out Visibility | False |
| Candidate Visibility | False |
| Can Download reports | True |
| Ad Hoc match | True |
| Ad Hoc Match Against OpenData | True |
| Hide Mail Only Addresses in Search API | False |
| Profile Layout | |
|
Health Care Professional
Health Care Organization |
Assigned to the default standard layout for that OpenData region.
For example, France is assigned to the EUStandard layout. |
| Search | |
| Can search and query OpenData instance | True |
| Can download/sync records from OpenData instance | True |
| Can export from Search | True |
| Can Search Contract Organizations | False |
Next step
Assign the DVPs to the Network Integration user for the Vault CRM Bridge.
OpenData country groups
A country group is created for the OpenData region related to the selected countries.
Country groups help you to manage the schedule for multiple country configurations.
Standard settings
When the country group is created, the following settings are defined. These can be changed.
| Setting | Value |
|---|---|
| Name |
The naming convention is <OpenData_region_instance>__v. Example: The country group created for EMEA countries is eu_master__v. |
| Countries | All countries selected in the wizard for that region are added to the group. |
| Schedule |
The subscription is scheduled to run daily at the following times:
The schedule applies to all countries in the group. Tip: Open a country subscription to view the export times for that OpenData region and adjust the country group schedule to run soon after. |
OpenData country subscriptions
For each country selected in the wizard, the following actions occur:
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Enable - Countries that are active, but not yet enabled, will be enabled.
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Update - All selected countries are configured with some standard settings.
If an enabled country is selected, some settings in the current configuration might be changed.
Confirm that the standard settings (see below) can be changed, or click Cancel to go back and deselect the country before proceeding.
Standard settings
These settings are applied to the OpenData country subscriptions. They can be customized (overridden) after the wizard completes.
| Setting | Value |
|---|---|
| Job Schedule & Triggers | |
| Job Schedule | None. The schedule is defined in the country group. |
| Job Triggers | When the country subscription job completes successfully, it will start the Network Bridge job for that country. |
| Parent HCO | |
| Level of parents to download | 5 |
| Download repointed Parent HCOs | True |
| Additional OpenData Parent HCO records | |
| Download Parent HCOs that are related to OpenData HCPs in my instance | True |
| Download Parent HCOs that are related to OpenData HCOs in my instance | True |
| Field Level Subscriptions | |
| Emails |
True if the subscription setting is active in your Network instance.
False if the subscription setting is not active. |
| All other subscriptions (HIN, Geo Subdivision, CIP, and so on) | False |
| Handling of OpenData Opt-Outs | |
| Convert OpenData opt-outs into customer-managed records | False |
Target subscription
The wizard creates one target subscription that will be used by the Network Bridge.
Standard settings
When the target subscription is created, the following settings are defined. These can be changed after the wizard completes.
| Setting | Value |
|---|---|
| Details | |
| Name |
The naming convention is crm_export_<Vault_CRM_system_name>_v.
Example: If your Vault CRM system name is my_vault_crm, the target subscription name is crm_export_my_vault_crm_v. |
| Type | Data |
| General Export Options | |
| Full Data Extract | Delta |
| Record Type | Non-Candidate |
| Record State | All |
| Export only updated sub-objects | False |
| Reference data | False |
| File Format | |
| All settings |
Uses default values |
| Export Locations | |
| Network FTP Path | Use default value |
| File & Field Selection | |
| Export Options | Select Which Objects and Fields to Export |
| Veeva standard objects (HCP, HCO, Address, License, Parent HCO, Custom Key) | Export All Fields |
| Export options | |
| Health Care Organization | All records |
| Health Care Professional | All records |
| Custom Key |
Select Records A filter is defined to export records only for the Vault CRM source system are exported. Filter Condition: Source System IN <Vault_CRM_system_name> |
Network Bridges
The Data Launch Accelerator creates the following Network Bridges:
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One Vault CRM Bridge (multi-country) for the Vault CRM org.
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A country-specific child bridge for each selected country.
Standard settings
| Setting | Value |
|---|---|
| Details | |
| Name |
The naming convention is <Vault_CRM_system_name>_bridge_v. Example: If the system name is my_vault_crm, the multi-country bridge name is my_vault_crm_bridge_v. |
| Type | Vault CRM Data Subscription |
| Countries | |
| Country bridges | All country-specific child bridges created for the selected countries are connected. |
| Network Data | |
| System | The Vault CRM source system you defined in the Data Launch Accelerator. |
| Target Subscription | The target subscription created by the Data Launch Accelerator. |
| Connection Settings | |
| External credential |
The Network Integration User you defined in the Data Launch Accelerator. |
| Advanced Settings | |
| Enhanced Inactivate Record Sync | True |
| Job Schedule & Triggers | |
| Job Schedule | None. (Bridges are triggered to run by the OpenData country subscriptions.) |
| Job Triggers | None |
Using the wizard after the initial implementation
The wizard can be used to add countries or to create integration to a different Vault CRM org.
Adding countries to the existing Network Bridge
To add countries, complete the following on the wizard tabs:
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1- Select Vault CRM - Choose the source system and credentials for the existing Vault CRM integration.
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2- Select Countries - Choose the countries to add.
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3 - Preview Configurations- Review the changes that will be made to your Network instance.
One of the following actions will be taken for each configuration.
| Configuration | Action | Description |
|---|---|---|
| OpenData Subscription Country Groups | Add | A country group will be created if any selected countries are in a region that doesn't have an existing country group. |
| Update | A country has been added to the existing country group. | |
| Skip | If the country was already enabled, no changes will be made because the country already belongs to the country group. | |
| OpenData Subscriptions | Update |
The subscriptions for the selected countries will be enabled and configured.
If the country was already enabled, the configuration is updated with the standard settings. |
| Multi-Country Network Bridge | Update | A country-specific bridge has been added to the multi-country bridge configuration. |
| Skip | If the country was already enabled, no changes will be made because the country-specific bridge was already added to the multi-country bridge by a previous run of the Data Launch Accelerator. | |
| Network Bridge | Add | A country-specific bridge is created for each selected country. |
| Skip | If the country was already enabled, no changes will be made because the country-specific bridge was already created by a previous run of the Data Launch Accelerator. | |
| Target Subscription | Skip | No changes will be made to the target subscription because it was created by a previous run of the Data Launch Accelerator. |
| Data visibility Profiles (DVPs) | Add | A DVP will be created for each selected country. |
| Skip | If the country has been enabled by the wizard previously, no changes will be made to the existing DVP. |
Adding a new Vault CRM integration
Your Network instance can connect to multiple Vault CRM orgs.
Use the Data Launch Accelerate to generate the configurations for each Vault CRM org.
Complete the following on the wizard tabs:
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1- Select Vault CRM - Choose the system and credentials for a different Vault CRM org.
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2- Select Countries - Choose the countries to add for the Vault CRM integration.
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3 - Preview Configurations- Review the changes that will be made to your Network instance.
One of the following actions will be taken for each configuration for subsequent Vault CRM integrations.
| Configuration | Action | Description |
|---|---|---|
| OpenData Subscription Country Groups | Add |
A country group will be created if any selected countries are in a region that doesn't have an existing country group in your Network instance. |
| Update | A country has been added to the existing country group. | |
| Skip | No changes will be made because the country already belongs to the country group. | |
| OpenData Subscriptions | Update | The subscriptions for the selected countries will be enabled and configured. |
| Multi-Country Network Bridge | Add |
A multi-country bridge will be created to connect to your Vault CRM org. |
| Network Bridge | Add | A country-specific bridge is created for each selected country. |
| Target Subscriptions | Add |
A target subscription will be created for the Network Bridge to push data to Vault CRM. |
| Data visibility Profiles (DVPs) | Add |
A DVP will be created if the country has not been enabled by the wizard for any Network Bridge. |
| Skip | If the country has been enabled by the wizard previously, no changes will be made to the existing DVP. |
Vault CRM Bridge record limit
Account records are upserted in batches when the Vault CRM Bridge runs. To optimize jobs, the number of account records upserted in each job has been increased.
| Previous Record Limit | New Record Limit | |
|---|---|---|
| Default Record Limit | 300,000 | 400,000 |
| US Record Limit | 150,000 | 200,000 |
This enhancement is enabled by default in your Network instance.