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Integrating CLM with CRM

Using Surveys

To display and retrieve survey questions and answers, use the following JavaScript functions (refer to the Multichannel CRM JS library for further documentation):

To create a new Survey Target record and corresponding Question Response records, enter the following information to correctly save records for Surveys.

Survey Targets (Survey_Target_vod__c)

From CLM, if there isn’t already a Survey Target created for the Survey/Account combination, a Survey Target must be created. If there is an existing pending or saved survey target record (based on the Status_vod field), the question response records related to that survey target record can be updated.

Populate the following fields based on the Survey:

Copy the values for the following fields from the Survey record:

The rest of the fields should get filled in during sync, but they can also be filled in via CLM:

If the customer wants to follow the logic Veeva CRM uses for Surveys, implement the following:

Question Response (Question_Response_vod__c)

From CLM, if there isn’t already a Survey Target created for the Survey/Account combination, a Survey Target must be created. If there is an existing pending or saved survey target record (based on the Status_vod field), then the question response records related to that survey target record can be updated.

New question response records must use the CLM record type. Ensure the RecordType field on the Question Response object is populated with the RecordTypeId for CLM_vod.

Copy the value for the Survey_Target_vod__c (lookup) field from the Survey Target record.

Copy the values for the following fields from the Survey Question record:

Populate one of the following fields based on the question type and the answers from the CLM Presentation:

Note: When populating the Response_vod__c field (for multiselect, picklist, and radio questions), do not copy the weight.

Using Order Management

To display and retrieve Order Management related information, use the following JavaScript functions (refer to the Multichannel CRM JS library for further documentation):

To create a new Order record and corresponding Order Line records, enter the the following information to correctly save records for the Order Management module.

Order (Order_vod__c)

Each time the presentation displays and a doctor wants to order at least 1 product, then an Order record should be created.

Populate the following fields based on answers from the CLM Presentation:

Copy the values of the following fields from the Account for the call:

The remaining fields are auto-populated after the user reviews the order in Veeva CRM and saves.

Order Line (Order_Line_vod__c)

An Order Line should be created for each product. The logic for the presentation slides should ensure Order Lines are created appropriately.

Populate the following fields based on answers from the CLM Presentation:

The remaining fields are auto-populated after the user reviews the order in Veeva CRM and saves.