ut e

t r ib
D is
o t
o N
- D
Login and Admin Console
Veeva Professional Services

nl y
a O
e v
V e
 ut e
Module Objectives
t r ib
Review typical Veeva Administrator responsibilities

Dis
Log in to Veeva

ot
Provide an overview of the Administration Console
Access the Administration Console
o N
D
Describe the main areas of the Administration Console

-
y
Define Salesforce.com Identity Confirmation

nl
Trusted IP Addresses

a O
Grant Login Access

v
Manage Company Information

ee Default Language, Locale, and Time Zone

V
User License
1
2014 Veeva Systems Company Confidential veeva.com | 1
 ut e
t r ib
Dis
Veeva Admin
ot
Responsibilities
o N
- D
nl y
a O
e v
V e
 ut e
Administrator Responsibilities
t r ib
Capture and document Veeva application requirements
Dis
Configure the application to meet requirements
ot
Set up users, profiles, roles, and territory hierarchy
o N
D
Manage user access to functionality and business data

-
nl
Manage account to territory alignment
y
Import business data for initial application setup

a O
Deploy offline products such as iRep and Windows 8

e v
V
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 Meeting Specific Requirements with u t e
Veeva
r i b
i s t
Out of the box
t D Configuration Customization

Use as much out of

the box
N o When needed
define custom
Developer
resource needed

o
functionality as objects, fields, Only use when
possible record types and requirement can

- D
Veeva provides
many out of the
page layouts
Use Veeva settings
not be configured
Involves custom

y
box objects, fields, to enable or code in the form of

nl
and logic used to
implement
common
disable
functionality
Automate business
Visualforce Pages,
Triggers, and Apex

O
Classes
application processes with

va
functionality validation rules,
formulas, and

ee workflows

V
4
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 ut e
t r ib
Dis
Administration Console
o t
Overview
o N
- D
nl y
a O
e v
V e
 ut e
Application Administration Basics
t r ib
Dis
All configuration is done through
ot
Veeva CRM online application
Setup Console
o N
then,
Synchronized to CRM (iRep) or - D
nlWindows 8 y
a O
e v
V
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 ut e
Access Veeva
t r ib
Login URL:

Dis
https://login.salesforce.com Production
https://test.salesforce.com Sandbox
ot
o N
- D
nl y
a O
e v
V
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 ut e
Accessing the Setup Console
t r ib
Log in as an
Dis
Administrator
ot
Admin User Setup

o N
Setup Console has 3
sets of menus:
- D
Personal Setup
App Setup

nl y
a O
Administration Setup

e v
V
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e 2014 Veeva Systems Company Confidential veeva.com | 8
 ut e
App Setup Customize
t r ib
Veeva license only allows Administrators to use
Dis
the highlighted menus under Customize
ot
N
Tab Names and Labels, Home, Activities

o
Accounts, Contacts

D
Users

-
Reports & Dashboards, Search, Chatter, User Interface

y
Accounts menu
nl
Common Veeva configuration is done in the

a O
e v
V
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 ut e
App Setup Develop
t r ib
The Develop menu contains Veeva out of
the box application logic such as
D is
Apex Classes
Visualforce Pages
o t
Triggers

o N
Administrators perform few tasks in this
menu
- D
l
Many Veeva features are implemented
using S-Controls
n y
a O
Sphere of Influence

e v Best Times to Call Contact Veeva prior to

modifying Veeva S-Controls

V
10
e Product Metrics
My Accounts
2014 Veeva Systems Company Confidential veeva.com | 10
 ut e
Trusted IP Ranges
t r ib
Salesforce.com confirms IP addresses in addition to user login
D is
credentials
ot
one of the following options:
o N
To manage this extra layer of authentication, the Admin can use

Controls Network Access

- D
1. White-list the IP ranges for the org: Administration Setup Security

nl
the following package:
y
2. White-list all IP ranges to turn off IP authentication for the org by deploying

O
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF0000000JH
h6

va
ee
V
11
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 t e
Grant Administrators Login Access bu
t r i
i s
Gives Administrators the ability to log in to Veeva as a user

t D
Online application only

N o
Useful for troubleshooting

User must first go to:

D o
Setup My Personal Information Grant Login Access

-
Set the Access Expiration Date to a future date

y
nl
a O
e v
V
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 t e
Default Administrator Login Access bu
t r i
i s
D
Administrators can log in as any user in their organization

t
o
without asking users to grant login access

N
When enabled, users will not have the option to grant login access to
administrators

D o
To enable this login access policy:

y -
In needed, create a salesforce.com case to enable this feature in your
organization

nl
Go to Setup Security Controls Login Access Policies

a O On the Login Access Policies page, enable Administrators Can Log in as Any
User

e v Click Save

V
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 ut e
Login History Audit Trail
t r ib
For security purposes, all login history is tracked in the Audit
D is
Trail
ot
N
Administration Setup Security Controls View Setup Audit Trail

D o
y -
nl Shows when the

a O Administrator logged in
and logged out as user

e v
V
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 ut e
t r ib
Dis
Company Information ot
o N
- D
nl y
a O
e v
V e
 ut e
Company Information Overview
t r ib
When your company signs up, the information provided during
Dis
t
signup is displayed on the Company Information page

Company Information allows administrator to manage:

N o
o
Primary Contact

D
Default Language, Locale, and Time Zone

-
Find Organization ID Used for creating support cases

y
l
Managing User Licenses
Setup Currencies

O
Define Fiscal Yearn
va Setup Company Holidays

ee For more details refer to the SFDC Company Help Page

V
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2014 Veeva Systems Company Confidential veeva.com | 16
 ut e
Managing Company Information
t r ib
Administrator can manage company information via:
Dis
Setup Company Profile Company Information
ot
o N
- D
nl y
a O
e v
V
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 ut e
Viewing User License Information
t r ib
Administrator can view license information by going to:
Setup Company Profile Company Information
Dis
Salesforce Administrator Licenses
ot
access
o N
Veeva implementations only use a few of these licenses for Administrator

Salesforce Platform Veeva Licenses

- D
nl y
Each active Veeva end-user users one Salesforce Platform license

a O
e v
V
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 ut e
Module Summary
t r ib
Reviewed the typical Veeva Administrator responsibilities
Dis
Logged in to Veeva
ot
Provided an overview of the Administration Console
o N
Accessed the Administration Console

- D
Described the main areas of the Administration Console

nl
Defined Identity Confirmation y
a O
Trusted IP Addresses
Grant Login Access

e v
Reviewed Company Information

V
19
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 ut e
t r ib
Dis
Labs ot
o N
Login to Veeva

- D
y
Explore the Administration Setup
Console

nl
Review Company Information

a O
e v
V
20
e
 ut e
t r ib
Dis
Appendix ot
o N
Additional Setup Menus

- D
nl y
a O
e v
V e
 ut e
Personal Setup Menu
t r ib
Contains setup and customization
Dis
options to help users personalize the
application:
ot
This is the only setup menu end users can
access
o N
Key Features:
- D
Personal Information
Change Password
nl y
a O
Grant Login Access

e v
V
22
e 2014 Veeva Systems Company Confidential veeva.com | 22
 ut e
App Setup Overview
t r ib
Contains options to customize Veeva
(Salesforce.com), and build, deploy, and manage
Dis
applications

ot
Schema Builder

o N
Big picture view of the data model in your organization

Installed Packages
- D
l y
View and manage the packages that have been installed
from AppExchange

n
AppExchange Marketplace

a O
v
App store for SFDC

ee Critical Updates

V
23
Control when critical updates are enabled in your organization
2014 Veeva Systems Company Confidential veeva.com | 23
 ut e
App Setup Create
t r ib
Use point-and-click tools to customize Salesforce
D is
Tools do not require programming knowledge
ot
Veeva is a custom Salesforce application and provides many
components out-of-the-box including:
o N
Applications
Objects
- D
Report Types
l y
Pharma specific metadata and business logic

n
a
Tabs
O
e v Workflow and Approvals

e
Create automated business processes that send email alerts, assign
tasks, update fields

V
24
2014 Veeva Systems Company Confidential veeva.com | 24
 ut e
App Setup Deploy
t r ib
Utilities to migrate configurations between environments
Dis
Sandbox
ot
Production

Change Sets
o N
- D
Collection of changes made in one org (Sandbox) and packaged to migrate to
another related org (Production)

nl y
a O
e v
V
25
e 2014 Veeva Systems Company Confidential veeva.com | 25
 ut e
Administration Setup
t r ib
Utilities to manipulate data in the application
Dis
Key Features:
ot
Manage Users
Roles and Profiles
o N
Manage Territories

- D
y
Company Profile
Security Controls

nl
O
Sharing Settings

va Translation Workbench
Data Management

ee Data Loader and Sandboxes

V
26
2014 Veeva Systems Company Confidential veeva.com | 26