Module 10 - Products and My Setup

Copyright © 2012, Veeva Systems. All rights reserved.

Products and My Setup

Veeva Professional Services


Module Objectives

Overview of Products Data Model

Create and Configure Products

► Product Catalog

► My Setup Product

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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


Product Catalog


Access the Product Catalog from All Tabs Product Catalog

Product Catalog

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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


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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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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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


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


My Setup


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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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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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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Module Summary

Reviewed the Products Data Model

Created and Configured Products

► Product Catalog

► My Setup Product

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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


Appendix:

Territory Specific

Fields


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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Appendix:

Product Alignment


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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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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Module 10 - Products and My Setup

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