TDV Adapter for Vault CRM

Build 25.0.9434

Data Model

The Veeva Vault Adapter models Veeva Vault objects as relational views. A Veeva Vault object has relationships to other objects; in the views, these relationships are expressed through foreign keys. The following sections show the static endpoints of the Veeva Vault API.

However, the rest of the views are dynamically determined, using the metadata exposed on the Veeva Vault API. All vault objects are exposed by the adapter. However, the adapter only lists views for which it can determine all available columns at design time. Examples of Veeva objects available with the Veeva Vault Adapter but not displayed in the help include:

  • Documents (Query the available documents, VQL is used when possible for this object.)
  • Users (Query the existing users, VQL is used when possible for this object.)
  • Groups (Query the existing groups, VQL is used when possible for this object.)
  • Vault Objects (Query any vault object on its own view. VQL is always used to query Vault Object's views.)

Tables

The Tables section details standard SQL tables, while the Views section lists read-only SQL tables.

Frequently used tables include:

Table Description
Accounts Customer account records, such as profile information and metadata for Customer Relationship Management (CRM) processes.
Addresses Stores postal addresses for accounts or Healthcare Professionals (HCPs), supporting mailing and territory assignment.
Users Metadata for Veeva Vault users includes identifiers, authentication details, and role mappings.
Calls Table documenting key details of sales rep field calls, including participants, location, channel, and outcomes.
KeyMessages Stores marketing and medical content for compliant, targeted messaging in closed-loop marketing systems.
MultichannelActivities Captures marketing, sales, and digital interactions across multiple channels.
Territories Tracks areas assigned to field teams or sales representatives to aid in planning and resource alignment.
Group Shows Veeva Vault user groups used for access control and content targeting.
Products Stores key product data like names, IDs, active ingredients, and therapeutic areas.
CallClickstreams Records user interactions during calls, showing how they click and engage with digital content.
AccountTerritories Maps sales areas to specific accounts, organizing staff and aligning regional strategies.
ConsentLines Records user consent for marketing, including method and timestamp.
EventAttendees Keeps track of each user's or stakeholder's agreement for marketing or communication activities.
EmailActivity Logs email communications sent through Veeva Vault, including timestamps and recipients.
ApprovedEmailSettings Contains metadata about approved configuration settings related to Veeva Vault.
Countries2 Stores country codes and names used across Veeva Vault applications.
UserRoleSetup Links users to roles for managing permissions, access control, and task assignments.
Users Contains metadata about users, which includes system identifiers and their preferences.
PicklistValues Lists all predefined options used across metadata fields.
Integrations Outlines how Veeva Vault communicates with external systems, including protocols, authentication methods, and integration status.

Stored Procedures

Stored Procedures are SQL scripts that extend beyond standard CRUD operations. They accept parameters, execute functions, and return data from the service, indicating success or failure.

About Veeva Vault Query

Veeva Vault Query (VQL) is a query language similar to SQL. It is available to use via the Veeva Vault API. When the query can be handled server-side, the provider transforms SQL to VQL and sends it to Veeva Vault. Optimizing in this way decreases the execution time, since the filtering is done server-side.

If you set the QueryPassthrough connection property to True, the adapter executes VQL queries directly against the Veeva Vault API.

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Build 25.0.9434