Using the profile widget
You can view Network record profiles directly from an internal web-based application using the profile widget.
Using the profile widget, business users can view real-time data from your internal web-based application without logging directly into the Network instance. For example, from their internal portal, field users and marketing users can view the profile of a health care provider and confirm information such as address information or parent affiliations for event or marketing material.
Note: When you first access the widget, you might see a warning to disable the popup blocker in your web browser.
After the popup blocker is disabled and you are logging in, the widget is prepared and loaded, pending successful authentication.
Access to the widget
Business users who have an active Network user account can sign into the widget using SSO authentication. Business users cannot access the widget if their Network user account status is disabled.
Profiles cannot be viewed in the following situations:
The record does not match your data visibility profile (DVP).
The ability to view records depends on the data visibility profile assigned to your account in Network. For more information about data visibility profiles, see the Veeva Network Online Help.
- The Network entity ID is incorrect or does not exist in the Network instance.
- The record state is Deleted or Anonymized. Profiles that have these record states can no longer be viewed. For more information about deleted or anonymized records, see the Veeva Network Online Help.
- The Network entity ID is for a merge loser. The winning record of the merge will display instead of the merge loser.
- The Network entity ID is a candidate record. Candidate records have not yet been processed by data stewards.
- The record status is Invalid.
- The record is in Veeva OpenData and not in your Network instance. The profile widget uses Network entity IDs (VIDs) to display records: records that have not been downloaded to your Network instance do not have a VID.
Web developers determine how record profiles can be accessed in an application. In this example, you can click on the name of a health care provider to view the record profile.
The profile opens in a pop-up window. The profile contains that latest data from the Network instance.
Sub-object sections (for example, addresses and licenses) have summary cards for each object. Click the summary card to expand it and view detailed information.
Note that for US licenses, all available license data is available for degrees and states.
If you close the current profile and access another profile, you do not have to authenticate again.
When you open a record profile, hashtags might display beside the record name. Hashtags are automatically applied to records for specific criteria.
A count displays beside the hashtags if there are more hashtags on the record. Click the count to view the additional hashtags.
Hover over the hashtag to view a description. Some hashtags might contain additional information like custom keys or IDs. Click the Copy icon to easily copy the info into your clipboard.
For more information about hashtags, see Network hashtags.
If data components are available for the account, tabs display in the summary area. Data components contains external data from Salesforce orgs (for example, Veeva CRM and Salesforce Service Cloud™) about the account.
The Profile Information tab contains the account information. The data component tabs 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.
Click each tab to view the external data for the account.
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.
For more information, see Data components.
|< Step 2: Embed the profile widget