1. 2. 3. 4. 5. Introduction to Veeva Overview of the SFDC Admin Console Data Access Security Creating Custom Objects Application Configuration
Day 2 - Account Profile Management and Configuration
1. 2. 3. 4. 5. Veeva Configuration Utilities My Accounts Configuration Account Object Customization Products and My Setup Product Metrics Configuration
Day 3 Account Profile Management and Configuration
1. Primary Care Functionality Part 1 a. Sphere of Influence b. Account Hierarchy c. Address d. Territory Specific Fields e. My Schedule f. Multi-Channel Calendar 2. Call Management Configuration 3. Primary Care Functionality Part 2 a. Cycle Plans b. Medical Events c. Medical Inquiries d. Speaker Evaluations
Day 4 Sample Management, Data Loader, VMobile
1. 2. 3. 4. Sample Management iRep CRM / CLM Configuration VMobile Tablet Configuration Using Apex Data Loader a. Loading Accounts/Address/Affiliations 5. Territory Management
Day 5 Vinsights and Environment Management
1. Creating Reports and Dashboards 2. VInsights Configuration
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