Module 10 - Products and My Setup
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Transcript of Module 10 - Products and My Setup
Copyright © 2012, Veeva Systems. All rights reserved.
Products and My Setup
Veeva Professional Services
Copyright © 2012, Veeva Systems. All rights reserved.
Module Objectives
Overview of Products Data Model
Create and Configure Products
► Product Catalog
► My Setup Product
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Copyright © 2012, Veeva Systems. All rights reserved.
Product Data Model
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Products are created in
Product Catalog
Referenced by other
objects
► My Setup
► Call Sample
► Call Discussion
► Call Key Message
► Call Detail
Copyright © 2012, Veeva Systems. All rights reserved.
Product Catalog
Copyright © 2012, Veeva Systems. All rights reserved.
Access the Product Catalog from All Tabs Product Catalog
Product Catalog
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Copyright © 2012, Veeva Systems. All rights reserved.
Product Types
The Product Type (Product_Type_vod__c) determines the use
for the product
► Detail
– All other products use their corresponding Detail product as a parent
► Sample
► Promotional Item
► BRC (Business Reply Card for Sampling)
► Market
► Submarket
► Order
► Reprint
To detail, sample or deliver a key message,
the product must be in the Product Catalog.
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For Order
Management
Copyright © 2012, Veeva Systems. All rights reserved.
Key Product Attributes
Field Name Description
Product_Type_vod__c Identifies type of product: Detail,
Sample, etc.
Display_Order_vod__c
Relative order for product display on
Call Report
No_Details_vod__c Prevents use of Product Details on
Detail Type Products
Require_Key_Message_vod__c Require a Key Message when
detailing product
No_Cycle_Plans_vod__c Prevents product from displaying in
Cycle Plans
No_Metrics_vod__c Prevents use of Product Metrics on
Detail Type Products
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Copyright © 2012, Veeva Systems. All rights reserved.
Additional Product Attributes
Field Name Description
Sample_Quantity_Picklist_vod__c
Override default values (1-20) for
sample quantity on mobile device
Sample_Quantity_Bound_vod__c
Restrict sample quantity to picklist
values
Distributor_vod__c Company distributing BRC samples;
displayed when capturing signatures
Company_Product_vod__c Indicates product promoted by the
company (not competitor product)
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Copyright © 2012, Veeva Systems. All rights reserved.
Click New in the Product Catalog
Adding a New Product
Restricts the sample
quantity entered on
the call report
If the product is not of
type Detail it must
have a Parent Product
of type Detail
The order to display
the product on the call
report
If unchecked, reps will
be unable to sample
the product
Exclude product from
Cycle Plans
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Must be checked to
enforce Sample
Quantity
Copyright © 2012, Veeva Systems. All rights reserved.
To prevent promotional product from appearing on Calls:
Deactivating a Promotional Item
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Once finished don’t
forget to CLEAR
VEEVA CACHE!
Uncheck the
Company Product
checkbox
Remove the Parent
Product reference
Copyright © 2012, Veeva Systems. All rights reserved.
My Setup
Copyright © 2012, Veeva Systems. All rights reserved.
My Setup
Identifies products that users:
► Are responsible for promoting
► Can track in Product Metrics
(company and competitor)
► Can include in Call Reports
► Can Sample
► Can access in Vinsights
► Can place Orders for (if using Order
Management)
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Copyright © 2012, Veeva Systems. All rights reserved.
To add a product to My Setup: All Tabs My Setup
Users can sample/detail a company product that is selected
Products are lookups to Product Catalog record
Enabling a Product in My Setup Tab
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Copyright © 2012, Veeva Systems. All rights reserved.
How to add Products to My Setup?
Manually through the My Setup tab
► Preferred if the product mix for each
rep changes regularly
Apex Data Loader
► Preferred for large number of users
and/or products
► My Setup table stores one row per
product per user
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Copyright © 2012, Veeva Systems. All rights reserved.
Module Summary
Reviewed the Products Data Model
Created and Configured Products
► Product Catalog
► My Setup Product
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Copyright © 2012, Veeva Systems. All rights reserved.
Labs
Configure Products
► Create new detail product
► Update My Setup
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For more information, see Appendix at
the end of this module
Copyright © 2012, Veeva Systems. All rights reserved.
Appendix:
Territory Specific
Fields
Copyright © 2012, Veeva Systems. All rights reserved.
Territory Specific Fields (TSF)
Record Types are supported
► View different TSF page layouts based on type of Account being
viewed
► TSF Record Type must exactly match Record Type of associated
Account (Example: Hospital)
► Online and Tablet editions
Fields not displayed on TSF page layouts
► Created By
► Last Modified By
► Account
► Territory_VoD
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Copyright © 2012, Veeva Systems. All rights reserved.
Appendix:
Product Alignment
Copyright © 2012, Veeva Systems. All rights reserved.
Product Alignment by Territory and Account
Allows control of which products can be detailed by reps
(territories) for specific accounts
► Example: When a sales rep is recording a call for a certain
account, he can only detail certain products
Typically managed via data loader, not UI
Supported Online, Tablet, iPad, and Blackberry
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Copyright © 2012, Veeva Systems. All rights reserved.
Enabling Product Alignment by Territory and Account
In the Territory Field object, add the Allowed Product field to
the TSF Layout page layout
Populate the Allowed Product field with double semi-colon
delimited list of Product Names
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