Veeva CRM Administrator
Veeva CRM is the original Veeva application, which is built on the Saleforce.com platform. This 4-day course will prepare System Administrators to implement and perform Veeva CRM configuration tasks. Topics covered include managing user access, configuring core Veeva CRM functionality, territory management, data loading, reporting, and environment management. Configuration applies to Veeva CRM offline on iPad and Windows devices
Veeva Salesforce Course Duration: 30 Hours
Course Content
- Veeva Company Overview
- Veeva Product Suite
- Resources and Guides
- CRM Certification Description
- Introduction to Salesforce
- Using the SFDC Platform
- Clicks vs Code
- Setup Menus
- Languages
- User Interface Settings
- SFDC Searching
- Translation Workbench
- Home Tab Configuration
- Modifying Page Layouts
- Working with Validation Rules
- Platform Limits
- Creating Custom Objects and Fields
- Veeva CRM Architecture
- Custom Settings
- Veeva Messages
- Define My Accounts
- Create Views and Lists
- New Account Wizard
- Veeva Global Account Search (GAS)
- Define Account Record Types
- Create Custom Account Fields
- Configure Account Buttons
- Define User Profiles
- Define Permission Sets
- Define Affiliations (Sphere of Influence)
- Define Account Hierarchy
- Merge Accounts
- Define Territory Specific Fields (TSF)
- Configure Addresses
- Configure My Schedule
- Product Data Model
- Create and Configure Products
- Detail Favourites
- Detail Topics and Detail Groups
- Define Product Metrics
- Create Custom Product Metrics Fields
- Define Call Data Model
- Marker Fields and Section Signals
- Configuring Call Page Layouts
- Configure Call Key Messages
- Define Attendee Specific Fields
- Define Sample Management Data Model
- Configure Rep Roster
- Create Sample Lots and Transfers
- Define Cycle Plans
- Cycle Plan Data Model
- Cycle Plan Configuration
- Cycle Plan Custom Fields
- Define Data Loader
- Review Data Loader Settings
- Export and Load Data
- Define Record Access
- Review Organization Wide Defaults (OWD)
- Define Role Hierarchy
- Define Territory Hierarchy
- Territories vs Roles Best Practice
- Using Account Territory Loader
- Using Zip to Terr
18 Offline Configuration (iPad)
- Define Veeva CRM on the iPad
- Installing Veeva CRM on iPad
- Offline Home Page
- Account Timeline View
- VMobile Object Configurations (VMOC)
- Offline Validation Rules
- Synchronization
- Troubleshooting Sync Errors
- Define Environment Management
- Define Sandboxes
- Migration Components
- Veeva-tizing Sandboxes
- Using Change Sets