Cloud

Build 25.0.9434
  • Vault CRM
    • Getting Started
      • Establishing a Connection
      • SSL Configuration
      • Firewall and Proxy
    • Data Model
      • Tables
        • AccountClinicalTrials
        • AccountExclusions
        • AccountExternalIDMap
        • AccountListItems
        • AccountLists
        • AccountMergeHistories
        • AccountOverviewLayouts
        • AccountPartners
        • AccountPlans
        • AccountPublications
        • AccountRuleCriteria
        • AccountRules
        • Accounts
        • AccountSearchRuleCriteria
        • AccountSearchRules
        • AccountTactics
        • AccountTeamMembers
        • AccountTerritories
        • AccountTerritories2
        • AccountTerritoryLoaders
        • ActionBlocks
        • ActionItems
        • ActionTriggers
        • AddressCoordinates
        • Addresses
        • Adherences
        • Affiliations
        • AlertProfiles
        • Alerts
        • AlertUserActions
        • AlignSettings
        • AnalyticMarkets
        • AnalyticsDataChannels
        • AnalyticsFileMarketMaps
        • AnalyticsFiles
        • AnalyticsFilters
        • AnalyticsLayouts
        • AnalyticsProductGroups
        • AnswerLibraryDesigns
        • ApplicationLabels
        • ApplicationRoles
        • ApplicationSettingReports
        • ApprovalMappings
        • ApprovedDocuments
        • ApprovedEmailSettings
        • Assessments
        • AssignmentRuleCriteria
        • AssignmentRules
        • AssortmentLines
        • AssortmentLinks
        • Assortments
        • Attendees
        • Batches
        • BenefitDesignLines
        • BenefitDesigns
        • Bookmarks
        • BrandPlans
        • Brands
        • BrickHierarchy
        • Budgets
        • Bureaus
        • BusinessEvents
        • BusinessEventTargets
        • CalendarEvents
        • Calendars
        • CallClickstreams
        • CallCycleEntries
        • CallErrors
        • CallFollowupTasks
        • CallFollowupTemplates
        • CallObjectives
        • Calls
        • CallSampleCancels
        • CampaignActivityTargetExecutions
        • CampaignGroupActions
        • CampaignGroups
        • CampaignJobHistories
        • CampaignQueryBuilders
        • Campaigns
        • CampaignTargets
        • CaseComments
        • CaseDispositions
        • CaseDispositionsLists
        • CaseForms
        • CaseNotes
        • CaseQueues
        • Cases
        • CaseServiceLevelPolicies
        • CaseTimelines
        • CaseUserTasks
        • ChannelAssignments
        • ChannelMetrics
        • ChannelTemplates
        • ChatMessages
        • ChecklistDesignMasters
        • ChecklistDesignTranslations
        • ChecklistFieldTranslations
        • ChildAccounts
        • ChildAccountTSFs
        • ChildEventRuleConfigurations
        • ClaimsTargets
        • ClinicalSites
        • ClinicalStudies
        • ClinicalTrials
        • CLMPresentations
        • CLMPresentationSlides
        • CoachingReports
        • CompanyCollaborations
        • Competitors
        • ConcurSettings
        • ConnectionAuthorizations
        • ConnectionFieldMappings
        • Connections2
        • Connections3
        • ConnectionValueMappings
        • ConsentLines
        • ConsentTypes
        • ConsoleApplicationSettings
        • ContentAcknowledgementItems
        • ContentAcknowledgements
        • ContentDeployments
        • ContentGroupContent
        • ContentGroupMemberships
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        • ContentGroupUsers
        • ContentPreferences
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        • ContractLines
        • ContractPartners
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        • Conversations
        • Countries2
        • CoverageVerifications
        • Currency
        • CustomerJourneyAccounts
        • CustomerJourneyExecutions
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        • CustomerJourneyStageActivities
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        • CventFieldMappings
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        • CventInstances
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        • CyclePlanAdjustments
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        • DataChangeRequestLines
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        • Documents
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        • Domains
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        • DynamicAttributeConfigurations
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        • EDLItems
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        • EmailActivity
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        • EMCatalogs
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        • ModelFieldForceProducts
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        • ModelTerritoryFootprints
        • ModelTerritoryProducts
        • ModelUpdates
        • MonitoredPhrases
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        • MultichannelActivities
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        • MultichannelConsents
        • MultichannelContent
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        • MyInsightsData
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        • NetworkMappings
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        • NoteComments
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        • OrderCampaigns
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        • PackageComponents
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        • PatientPrescriptions
        • PDFMarkupResultHandlers
        • Permalinks
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        • PodTask
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        • Positions
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        • Preferences
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        • ProductFamilies
        • ProductGroupMaps
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        • ProductInformations
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        • ProductViews
        • ProfilingAttributes
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        • Projects
        • Publications
        • QuestionDesignReferenceDocuments
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        • QueueForms
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        • RecordListHandlerCode
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        • RecordRoleTriggerGroups
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        • ReferenceDocuments
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        • RemoteMeetingAttendees
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        • RepRoster
        • RequestNotifications
        • RollupRuleCriteria
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        • RosterMemberApplicationRoles
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        • RuleDefinitions
        • RuleMessageTranslations
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        • SalesIncrementalTransactions
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        • SampleInventories
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        • Sites
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        • Targets
        • Territories
        • Territories2
        • TerritoryBudgets
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        • TerritoryFields
        • TerritoryFootprints
        • TerritoryProducts
        • TerritorySettings
        • TimeOffTerritory
        • TopicMaterials
        • TrainedModelPerformanceMetrics
        • TrainedModels
        • TranslationEventHandlers
        • UnavailableTimes
        • UnsubscribeProducts
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        • UserDetails
        • UserExceptionItems
        • UserExceptionMessages
        • UserRoleConstraints
        • UserRoleSetup
        • Users
        • UserstoChannels
        • UserTasks
        • UserTerritories
        • VaultCRMInstanceCountries
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        • VDSSettings
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        • VMobileHomePageLayouts
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        • DocumentExtractorSecondaryConfigs
        • DocumentLifecycleAtomicSecurities
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        • DocumentLifecycleStageGroups
        • DocumentLifecycleStageLabels
        • DocumentLifecycleStages
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        • DocumentPanelControllerCode
        • DocumentPanels
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        • DocumentRelationships
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        • DocumentTrainingActions
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        • DocumentUsages
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        • EmailedDocuments
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        • EnabledComponents
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        • ExpressionFactories
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        • LanguageLocales
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        • ListLayoutItems
        • ListLayouts
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        • Material_LY_
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Vault CRM - CData Cloud

Overview

CData Cloud offers access to Vault CRM across several standard services and protocols, in a cloud-hosted solution. Any application that can connect to a SQL Server database can connect to Vault CRM through CData Cloud.

CData Cloud allows you to standardize and configure connections to Vault CRM as though it were any other OData endpoint or standard SQL Server.

Key Features

  • Full SQL Support: Vault CRM appears as standard relational databases, allowing you to perform operations - Filter, Group, Join, etc. - using standard SQL, regardless of whether these operations are supported by the underlying API.
  • CRUD Support: Both read and write operations are supported, restricted only by security settings that you can configure in Cloud or downstream in the source itself.
  • Secure Access: The administrator can create users and define their access to specific databases and read-only operations or grant full read & write privileges.
  • Comprehensive Data Model & Dynamic Discovery: CData Cloud provides comprehensive access to all of the data exposed in the underlying data source, including full access to dynamic data and easily searchable metadata.

CData Cloud

Getting Started

This page provides a guide to Establishing a Connection to Vault CRM in CData Cloud, as well as information on the available resources, and a reference to the available connection properties.

Connecting to Vault CRM

Establishing a Connection shows how to authenticate to Vault CRM and configure any necessary connection properties to create a database in CData Cloud

Accessing Data from CData Cloud Services

Accessing data from Vault CRM through the available standard services and CData Cloud administration is documented in further details in the CData Cloud Documentation.

CData Cloud

Establishing a Connection

Connect to Vault CRM by selecting the corresponding icon in the Database tab. Required properties are listed under Settings. The Advanced tab lists connection properties that are not typically required.

Connecting to Vault CRM

In order to connect to your Vault CRM account, you first need to set the URL connection property to the host you see in the address bar after logging in to your account.

For example: https://myvault.veevavault.com.

Authenticating to Vault CRM

The Cloud supports the following authentication methods:

  • Vault CRM user credentials
  • OpenID Connect with the Azure AD Authentication Provider
  • Okta SSO

User Credentials

Set the AuthScheme to Basic and set the User and Password to your user login credentials.

OpenID with Microsoft Entra ID (Azure AD)

Note: Microsoft has rebranded Azure AD as Entra ID. In topics that require the user to interact with the Entra ID Admin site, we use the same names Microsoft does. However, there are still CData connection properties whose names or values reference "Azure AD".

OpenID Connect with Entra ID (Azure AD) is a connection type that goes through OAuth.

Okta

The Cloud supports the Okta SAML 2.0 flow. Before you can authenticate via Okta SSO, you must configure your Vault CRM and Okta instances as described in Vault CRM's Okta SSO guide.

After following those steps, set the following to connect:

  • AuthScheme: OKTA
  • User: the username of the Okta account to use for Okta SSO.
  • Password: the password of the Okta account to use for Okta SSO.
  • SSOLoginURL: the "Identify Provider Login URL" associated with your Vault CRM single sign-on profile. This is the value you copied from "Identity Provider Login URL" in the View Setup Instructions screen from the "Veeva Vault" app integration menu in Okta (step 8 in the linked Vault CRM Okta SSO guide above).
    • This should look like: https://dev-XXXXXXXXX.okta.com/app/veeva_vault/XXXXXXXXXXXXXXX/sso/saml
  • SSOExchangeURL: the "Vault SSO Login URL" associated with your Vault CRM single sign-on profile. After you have created a single sign-on profile in Vault CRM (step 12 in the linked Vault CRM Okta SSO guide above), you can find this in Vault CRM by navigating to Admin > Settings > SAML Profiles > (click your SAML profile's label) > SAML Single Sign-on Configuration.
    • This should look like: https://login.veevavault.com/auth/saml/consumer/_XXXXXXXXXXXXXXXX

CData Cloud

SSL Configuration

Customizing the SSL Configuration

By default, the Cloud attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

CData Cloud

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

  • ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
  • ProxyPort: the TCP port that the proxy server is running on.
  • ProxyAuthScheme: the authentication method the Cloud uses when authenticating to the proxy server.
  • ProxyUser: the username of a user account registered with the proxy server.
  • ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

  • To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
  • To tunnel the connection, set FirewallType to TUNNEL.
  • To authenticate, specify FirewallUser and FirewallPassword.
  • To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

CData Cloud

Data Model

The CData Cloud models Vault CRM objects as relational views. A Vault CRM 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 Vault CRM API.

However, the rest of the views are dynamically determined, using the metadata exposed on the Vault CRM API. All vault objects are exposed by the Cloud. However, the Cloud only lists views for which it can determine all available columns at design time. Examples of Veeva objects available with the CData Cloud 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 Vault CRM 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 Vault CRM 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 Vault CRM, including timestamps and recipients.
ApprovedEmailSettings Contains metadata about approved configuration settings related to Vault CRM.
Countries2 Stores country codes and names used across Vault CRM 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 Vault CRM 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 Vault CRM API. When the query can be handled server-side, the provider transforms SQL to VQL and sends it to Vault CRM. 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 Cloud executes VQL queries directly against the Vault CRM API.

CData Cloud

Tables

The Cloud models the data in Vault CRM as a list of tables in a relational database that can be queried using standard SQL statements.

CData Cloud - Vault CRM Tables

Name Description
AccountClinicalTrials Stores information about clinical trials associated with stakeholder accounts, capturing details such as trial names, roles of stakeholders, and participation metrics. This is derived from the 'stakeholder_clinical_trial__v' object.
AccountExclusions aln_account_exclusion__v
AccountExternalIDMap Maintains a mapping between Veeva Vault account records and external system identifiers, enabling synchronization and data integration across platforms. This is based on the 'account_external_id_map__v' object.
AccountListItems Represents individual entries within account lists, typically used for grouping and targeting accounts in Customer Relationship Management (CRM) activities. This corresponds to the 'account_list_item__v' object.
AccountLists Defines groupings of account entities used for segmentation, reporting, or campaign targeting within the Vault system. This is backed by the 'account_list__v' object.
AccountMergeHistories Tracks historical data of account merge operations, including source and target account references, merge timestamps, and responsible users. It maps to the 'account_merge_history__v' object.
AccountOverviewLayouts Specifies custom layout configurations used to render account overview screens, tailored to different user roles or business needs. It is stored in the 'account_overview_layout__v' object.
AccountPartners Captures details about partnerships or affiliations between accounts, such as collaborations or joint ventures, based on the 'account_partner__v' object.
AccountPlans Holds strategic planning data for stakeholder accounts, including objectives, tactics, and key performance indicators, as defined in the 'account_plan__v' object.
AccountPublications Logs publications linked to stakeholder accounts, useful for tracking scientific contributions or public communications. This derived from the 'stakeholder_publication__v' object.
AccountRuleCriteria aln_account_rule_criteria__v
AccountRules aln_account_rule__v
Accounts Contains detailed records for customer accounts, including core profile information, identifiers, and associated metadata used for customer engagement and Customer Relationship Management (CRM) processes.
AccountSearchRuleCriteria aln_account_search_rule_criteria__v
AccountSearchRules aln_account_search_rule__v
AccountTactics Tracks specific tactics or strategies executed at the account level, often aligned with broader marketing or field force initiatives.
AccountTeamMembers Defines members of account teams and their respective roles, facilitating collaboration, visibility, and accountability in account planning and execution.
AccountTerritories Maps accounts to defined sales territories, enabling structured alignment of field personnel and regional strategies.
AccountTerritories2 aln_account_territory__v
AccountTerritoryLoaders Supports batch loading and updates of account-to-territory relationships, commonly used during data migration or realignment exercises.
ActionBlocks actionblock__sys
ActionItems Captures discrete tasks or follow-ups assigned to users, often linked to workflow activities, meetings, or other business events.
ActionTriggers actiontrigger__sys
AddressCoordinates Stores geolocation data, including latitude and longitude, for addresses to enable mapping, routing, and proximity-based analytics.
Addresses Holds postal address information for entities such as accounts or HCPs, supporting mailing, territory assignment, and location-based services.
Adherences adherence__v
Affiliations Represents relationships and connections between stakeholders or organizations, such as the affiliations between Healthcare Organizations and Healthcare Professionals (HCP-HCO) or multi-account links.
AlertProfiles Defines configuration templates for system alerts, including criteria and notification settings, used to manage business-critical exceptions or conditions.
Alerts Stores generated alerts based on configured rules or events, providing visibility into exceptions, approvals, or other actionable system conditions.
AlertUserActions Stores a log of user-initiated actions triggered by Vault alerts, capturing details such as the action type, timestamp, user information, and associated alert metadata for compliance tracking and audit purposes.
AlignSettings Contains configuration settings related to the align integration within Veeva Vault, including parameters that control data synchronization, field mappings, and scheduling preferences for alignment-related data.
AnalyticMarkets Defines the market entities used in analytics reporting, such as geographic regions, territories, or commercial segments, and links them with associated attributes used for sales and performance tracking.
AnalyticsDataChannels Houses information on the various data channels through which analytics data is received or processed, including channel identifiers, types, and associated integration metadata.
AnalyticsFileMarketMaps Maps incoming analytics files to specific market definitions, enabling accurate association of file contents with predefined markets during processing and analysis workflows.
AnalyticsFiles Tracks metadata for uploaded analytics files, including file names, source systems, ingestion status, timestamps, and any transformation details applied during data processing.
AnalyticsFilters Contains filter definitions used in analytics dashboards and reports, including criteria expressions, linked fields, and user-defined filtering logic for customizing data views.
AnalyticsLayouts Defines layout templates for presenting analytics data, including visual arrangements, chart configurations, and field placements for reports and dashboards.
AnalyticsProductGroups Manages the classification of products into analytical product groups, supporting grouped metrics, comparative analysis, and structured reporting within Vault's analytics module.
AnswerLibraryDesigns answer_library_design__sys
ApplicationLabels Stores localized label definitions used across the application interface. Each record represents a distinct label that supports multilingual display of UI elements within Veeva Vault applications.
ApplicationRoles Defines user roles at the application level, specifying access permissions, capabilities, and security settings that control what actions users can perform within the Vault environment.
ApplicationSettingReports applicationsettingreport__sys
ApprovalMappings aln_approval_mapping__v
ApprovedDocuments Contains records of documents that have been officially approved through Vault's document lifecycle processes. Includes metadata such as approval status, version history, and related workflows.
ApprovedEmailSettings Manages configuration settings related to the Approved Email feature in Veeva Vault. This includes default templates, distribution rules, and channel preferences for compliant email communication.
Assessments Tracks assessment records used for quality, compliance, or risk evaluations. Each assessment entry can include scoring, evaluator input, status, and linked entities such as training or CAPAs.
AssignmentRuleCriteria Defines specific criteria used to evaluate and trigger assignment rules. These criteria help determine how tasks or records are automatically routed to users or roles based on configurable conditions.
AssignmentRules Specifies automated rules for record assignment within Veeva Vault. Each rule outlines the logic and target users or roles for system-generated task assignments, often used in workflows and data ownership models.
AssortmentLines Captures individual items within an assortment, such as grouped products or materials associated with promotional campaigns. Each line references a parent assortment and includes item-specific details like quantity and display order.
AssortmentLinks Contains relational data linking various product assortments with other related entities, such as territories, marketing strategies, or sales campaigns. This table helps establish many-to-many relationships between assortments and their associated structures.
Assortments Stores detailed records of product assortments, including grouping definitions, categorization logic, and distribution parameters. This data is used to define which products are grouped together for marketing, distribution, or regulatory purposes.
Attendees em_attendee__v
Batches Captures batch-level data for manufacturing, clinical, or distribution processes. This includes metadata such as batch IDs, production dates, and associated documentation, enabling traceability and quality control.
BenefitDesignLines Represents the individual components or coverage details within a broader benefit design, such as specific services, drugs, or eligibility conditions. Each row defines a benefit rule or line item.
BenefitDesigns Holds the overall structure of benefit designs, such as health insurance plans or clinical coverage models, including metadata about tiers, limits, and conditions for coverage.
Bookmarks Stores user-specific bookmarks within the Vault system, allowing users to save quick links to frequently accessed documents, records, or views for improved navigation and productivity.
BrandPlans Stores detailed records of strategic brand plans, including objectives, timelines, key initiatives, and cross-functional alignment data for commercial and medical planning.
Brands brand__v
BrickHierarchy Represents the geographical or organizational brick structure hierarchy used for sales territory alignment, targeting, and performance tracking across regions and subregions.
Budgets em_budget__v
Bureaus Contains information on various healthcare or government bureaus, often used to classify accounts or contacts based on organizational affiliation or jurisdictional scope.
BusinessEvents Captures events of business significance, such as product launches, regulatory submissions, or strategic initiatives, including metadata like date, category, and status.
BusinessEventTargets Defines the intended targets or stakeholders for business events, linking key activities with accounts, roles, or communication channels for outreach and tracking purposes.
CalendarEvents Stores scheduled events including meetings, launches, or key milestones, associated with Veeva Vault calendar entities and used for planning and visibility across teams.
Calendars Contains calendar configurations and definitions, supporting scheduling features and providing context for event management across users and business units.
CallClickstreams Stores detailed user interaction data within a call, capturing click-level activity for auditing and behavioral analysis. This table enables insights into how users engage with digital content during field calls.
CallCycleEntries Represents individual planned or completed call activities within a specific cycle, often used in territory alignment and planning. Each entry ties to a specific account, rep, and call cycle timeframe.
CallErrors Logs errors or issues encountered during the execution of calls, such as data mismatches, system interruptions, or validation failures. This is useful for debugging and ensuring call data integrity.
CallFollowupTasks Contains records of follow-up tasks created as a result of call activities, including task owner, due date, and status. This helps ensure post-call actions are tracked and executed properly.
CallFollowupTemplates Defines reusable templates for generating standardized follow-up tasks after calls. The templates include predefined subjects, due durations, and task types to streamline rep workflows.
CallObjectives Captures predefined goals or messages intended to be delivered during a call, such as product promotions or educational points. This is used to track rep performance against planned call objectives.
Calls Central table capturing all key details of field calls made by sales reps, including participants, location, channel, and call outcomes. This acts as the core transactional record for rep interactions.
CallSampleCancels Logs cancellations of previously requested product samples during calls. This is useful for maintaining compliance records and analyzing sample distribution trends.
CampaignActivityTargetExecutions Stores detailed execution data for each targeted campaign activity, including performance metrics and delivery outcomes, to support auditing and analysis of campaign effectiveness across multiple customer segments.
CampaignGroupActions campaign_group_action__v
CampaignGroups campaign_group__v
CampaignJobHistories Maintains a historical log of automated or manual jobs executed as part of marketing campaigns, capturing metadata such as execution status, start and end times, and any associated error messages for traceability and diagnostics.
CampaignQueryBuilders campaign_query_builder__v
Campaigns Central repository for campaign records, capturing metadata such as campaign name, type, start and end dates, objective, and status, providing a foundational dataset for managing and tracking marketing or outreach initiatives.
CampaignTargets Defines the specific targets—such as healthcare professionals or institutions—associated with each campaign, including targeting criteria, priority levels, and engagement status to support precise and strategic campaign deployment.
CaseComments case_comment__v
CaseDispositions case_disposition__v
CaseDispositionsLists case_disposition_list__v
CaseForms case_form__v
CaseNotes case_note__v
CaseQueues case_queue__v
Cases case__v
CaseServiceLevelPolicies case_service_level_policy__v
CaseTimelines case_timeline__v
CaseUserTasks case_user_task__v
ChannelAssignments channel_assignment__v
ChannelMetrics Captures quantitative performance indicators across different communication channels (email, chat, in-person, etc.), including impressions, clicks, conversions, and response rates, enabling granular evaluation of channel-specific effectiveness.
ChannelTemplates aln_channel_template__v
ChatMessages Stores individual chat message records exchanged within the platform, including timestamps, sender and recipient information, and message content metadata, enabling analysis of communication patterns and support for collaboration audits.
ChecklistDesignMasters checklist_design_master__sys
ChecklistDesignTranslations checklist_design_translation__sys
ChecklistFieldTranslations checklist_field_translation__sys
ChildAccounts Stores hierarchical relationships between primary accounts and their linked subordinate accounts, typically used in sales or territory management to reflect business structures and reporting dependencies.
ChildAccountTSFs Captures Territory Specific Fields (TSFs) for child accounts, enabling localized customization of account data by geography, product focus, or rep alignment within commercial organizations.
ChildEventRuleConfigurations child_event_rule_config__v
ClaimsTargets Defines associations between annotation keywords and the target claims or concepts they support, facilitating claim substantiation, medical review, and content reuse in promotional materials.
ClinicalSites Houses information about individual clinical trial sites participating in studies, including site location, investigators, IRB details, and activation status for trial execution and regulatory tracking.
ClinicalStudies Stores comprehensive metadata related to clinical studies managed in Vault, including study phase, objectives, protocols, regulatory identifiers, and status for trial oversight and reporting.
ClinicalTrials Stores detailed information about clinical trial records, including trial identifiers, phases, study design, therapeutic areas, and associated investigational products, as captured in the Veeva Vault Clinical module.
CLMPresentations Contains metadata for Closed Loop Marketing (CLM) presentations used in field engagement, including presentation names, product affiliations, content versions, and distribution configurations.
CLMPresentationSlides Defines individual slides associated with CLM presentations, including slide sequence, content type (HTML, video, PDF), associated messaging strategies, and visibility settings.
CoachingReports Captures coaching feedback and assessments provided by managers to field representatives, including competencies evaluated, performance scores, and coaching notes aligned to compliance standards.
CompanyCollaborations Represents formal collaboration relationships between a user's organization and external companies, including partner organization names, roles, access permissions, and collaboration agreements.
Competitors Stores structured data on competitor organizations, including company profiles, product lines, market segmentation, and positioning intelligence relevant to strategic planning.
ConcurSettings Holds configuration settings for integration between Veeva Vault and SAP Concur, such as API endpoints, authentication tokens, and expense data mapping rules.
ConnectionAuthorizations Manages system-level authorizations for API and integration connections, detailing credentials, scopes, expiration policies, and linked third-party systems used across Vault environments.
ConnectionFieldMappings Stores the mapping between external system fields and Vault fields for connection configurations. This enables seamless data transformation and integration across systems by defining how individual data fields correspond between platforms.
Connections2 Represents internal system-managed connection metadata for integrations between Vault and external applications. This is used by the platform to track and manage background sync processes and connection lifecycle states.
Connections3 Defines user-configured integration connections between Vault and third-party systems. This includes connection credentials, endpoints, and status indicators to manage authenticated data exchanges.
ConnectionValueMappings Contains mappings of specific values between Vault and external systems for use in data transformations. This supports translation of enumerated values, such as statuses or codes, to ensure consistency across integrated platforms.
ConsentLines Captures individual records of user or stakeholder consent related to marketing or communication activities. Each entry reflects a specific consent instance tied to a user, including scope, method, and timestamp of consent.
ConsentTypes Defines the different categories or classifications of consent that can be captured within the system. This is used to structure how consent is recorded and managed based on legal or business requirements (for example, email marketing, data sharing).
ConsoleApplicationSettings console_application_settings__v
ContentAcknowledgementItems Tracks acknowledgments of specific content by users or stakeholders, such as the viewing or acceptance of documents, training materials, or compliance notices. This supports auditing and regulatory reporting requirements.
ContentAcknowledgements Stores records of users' acknowledgements of specific content items, often used for compliance tracking to ensure mandatory materials like Standard Operating Procedures (SOPs) or training documents have been reviewed.
ContentDeployments Tracks the distribution and deployment of content across different channels or target audiences, including deployment metadata such as method, status, and scheduling.
ContentGroupContent Maps content items to content groups, enabling the organization of related materials into logical groupings for access control, targeting, or reporting purposes.
ContentGroupMemberships aln_content_group_membership__v
ContentGroups Defines content groups used to categorize or bundle content for delivery to specific user segments, roles, or campaigns.
ContentGroupUsers Associates users with content groups, controlling visibility and access to grouped content based on user membership or role assignments.
ContentPreferences Captures user-defined content consumption preferences such as language, content format, or topic interests, to support personalized delivery experiences.
ContentTypes Defines metadata for classifying content into various types (for example, training material, promotional content, regulatory documents), which is critical for compliance, filtering, and content lifecycle management.
ContractLines Represents the individual line items within a contract, detailing specific terms, pricing, deliverables, or conditions that form part of the overall agreement.
ContractPartners Holds information on external or internal parties involved in a contract, including roles such as client, vendor, or legal reviewer, facilitating relationship and responsibility tracking.
Contracts Stores data related to contractual agreements within the Vault system, including metadata about contract terms, parties involved, statuses, and version history. Useful for compliance tracking and document lifecycle management.
Conversations case_conversation__v
Countries2 Contains a standardized list of countries used across Vault applications, supporting localization, regional compliance, and address normalization. This is typically used for geographic classifications and reporting.
CoverageVerifications coverage_verification__v
Currency Maintains a list of supported currencies, including ISO codes, symbols, and exchange rate metadata. This is essential for handling financial transactions and localization within multi-currency environments.
CustomerJourneyAccounts Tracks account-level participation in customer journeys. Each record links an account to its journey mapping and progress, supporting analytics for engagement and outreach optimization.
CustomerJourneyExecutions Captures the execution history of customer journeys, including timestamps, responsible users, completed stages, and key engagement metrics. This enables performance tracking and auditing of journey outcomes.
CustomerJourneys Defines the structure and configuration of customer journeys, including goals, entry criteria, and associated stages. This acts as the master record for orchestrating multi-touch engagement processes.
CustomerJourneyStageActivities Logs activities performed during specific customer journey stages. This helps assess engagement success and operational steps taken, such as emails sent, calls logged, or events held.
CustomerJourneyStages Details the sequential stages of each customer journey, including definitions, expected outcomes, and timeframes. This is critical for monitoring progression and tailoring stage-specific content or actions.
CventFieldMappings cvent_field_mapping__v
CventFormMappings cvent_form_mapping__v
CventInstances cvent_instance__v
CventObjectMappings cvent_object_mapping__v
CventRequestForms cvent_request_form__v
CventValueMappings cvent_value_mapping__v
CyclePlanAdjustments Records manual or system-driven adjustments made to cycle plans, such as target updates or reallocations. This supports planning agility and accurate reflection of real-world changes.
CyclePlanDetails Provides granular data for cycle plan execution, including the allocation of objectives, timelines, and targets at the individual level. This is useful for field force planning and performance tracking.
CyclePlans Contains high-level information about cycle plans used to coordinate and execute field activities over defined time periods. This supports strategic planning and sales operations alignment.
CyclePlanTargets Defines the specific targets within a cycle plan, such as accounts or healthcare providers to be visited. This enables tracking of target fulfillment and field force activity effectiveness.
DataChangeRequestLines Stores individual line items associated with a data change request, capturing specific field modifications proposed within a broader change request process in Veeva Vault.
DataChangeRequests Represents formal requests submitted by users to modify existing data records. Each entry includes metadata such as requestor details, status, approval history, and associated line items.
DataGridLoaderConfigurations Defines reusable configurations for bulk data loading operations into Vault using the Data Grid Loader tool. This includes mapping rules, validation logic, and operational parameters.
DataMapTemplateFields Lists individual fields included in data map templates. These fields define the source-to-target mapping structure used in integrations and transformation workflows.
DataMapTemplates Defines reusable templates that map source system fields to Veeva Vault fields. This is used in integrations and import processes to ensure consistent field mapping.
DatasetItems Contains individual data elements within a dataset, often representing granular units of structured information used for reporting, analytics, or integration.
Datasets Represents structured collections of related data grouped for analytical or integration purposes. Datasets often feed reports, dashboards, or external systems.
DCRFieldTypes Catalogs the different types of fields that can be changed via Data Change Requests (DCRs), enabling validation, formatting, and appropriate handling based on field type.
Directories Stores organizational and system-level directory information, often including folder structures, user access paths, or external directory sync references.
DocumentChecks documentcheck__sys
DocumentCheckSections documentchecksection__sys
DocumentCheckStates document_check_state__sys
DocumentedInterest Stores records of documented interests such as stakeholder concerns or declared conflicts, used for compliance reporting and governance.
DocumentReadinessMetrics document_readiness_metrics__sys
Documents Retrieve all standard and custom document fields and field properties
DocumentTypeGroups Contains mappings of document types into logical groups for easier management, reporting, and filtering based on business classification or functional purpose.
DocumentWarningCategories Stores the predefined categories for warnings issued on documents, typically used to classify potential issues such as missing metadata or regulatory discrepancies.
DocumentWarningTemplates Holds templates used to issue warnings or alerts on documents, including default messages, severity levels, and associated categories.
Domains domain__v
DraftActionBlocks draftactionblock__sys
DynamicAttributeConfigurations Defines the metadata configuration for dynamic attributes assigned to documents or records, including data types, validation rules, and display settings.
DynamicAttributeQueries dynamic_attribute_query__v
DynamicAttributes Stores the actual values of dynamic attributes assigned to various entities in the system, enabling flexible metadata tagging without schema changes.
EDLItems edl_item__v
EDLItemTemplates edl_item_template__v
EDLs edl__v
EDLTemplates edl_template__v
EmailActivity Stores detailed records of email communications sent through Vault, including metadata such as timestamps, recipients, and engagement metrics for audit and analytics purposes.
EmailAddresses email_address__v
EmailBuilderCells Defines the structural components (cells) used in email templates within the Email Builder, specifying layout, content types, and configuration for rendering dynamic emails.
EmailBuilderRuleCells Links specific rules to individual cells in email templates, enabling conditional display logic based on recipient attributes or campaign context.
EmailBuilderRules Contains the logic and conditional rules used in email templates to dynamically personalize content, based on criteria like user segment or geography.
EmailBuilders Captures the configuration and metadata for email templates created using Vault's Email Builder tool, including versioning and ownership details.
EMCatalogs em_catalog__v
EngageConnectGroupRequests Tracks user-initiated requests to join engage connect groups, including approval status and related user and group identifiers.
EngageConnections Represents the connection relationships between users and healthcare professionals in the engage platform, including connection state and interaction history.
EngageLinkSettings Stores configuration settings related to Engage Link, such as feature toggles and integration parameters used during remote engagement sessions.
EngageProfiles Maintains user profiles for Engage, capturing professional details, preferences, and credentialing information for authenticated interactions.
EventActions em_event_action__v
EventAttendees Lists participants of scheduled events, capturing information such as role, attendance status, and related event metadata for tracking and reporting.
EventBudgets em_event_budget__v
EventBusinessRuleConfigurations em_business_rule_configuration__v
EventBusinessRules em_business_rule__v
EventConfigurationCountries em_event_configuration_country__v
EventConfigurations em_event_configuration__v
EventHistories em_event_history__v
EventLayouts em_event_layout__v
EventMaterials em_event_material__v
EventNotes em_event_note__v
EventOverride em_event_override__v
EventRules em_event_rule__v
Events em_event__v
EventSessionAttendees em_event_session_attendee__v
EventSessions em_event_session__v
EventsManagementSettings Holds organization-specific configurations for the Events Management module, such as default values, restrictions, and compliance settings.
EventSpeakers em_event_speaker__v
EventStageConfigurations em_stage_configuration__v
EventTasks Stores task assignments and completion statuses related to event execution workflows, supporting planning, scheduling, and accountability tracking.
EventTeamMembers em_event_team_member__v
ExcludedClassifications excluded_classification__sys
ExpenseAttributions expense_attribution__v
ExpenseEstimates em_expense_estimate__v
ExpenseHeaders expense_header__v
ExpenseLines expense_line__v
Expenses Contains records of event- or user-related expenses submitted for reimbursement, including type, amount, justification, and approval workflow data.
ExpenseTypes Defines allowable categories of expenses that can be submitted in the system, often aligned with compliance and financial policies.
ExternalCalendarEvents Represents events imported from external calendar systems (for example, Outlook, Google Calendar), enabling synchronization and unified scheduling.
ExternalCalendars Holds metadata for connected external calendars, such as sync configuration, linked users, and last synchronization timestamps.
FeedbackApprovalRuleCriteria aln_approval_rule_criteria__v
FeedbackApprovalRules aln_approval_rule__v
FieldForceGroups aln_field_force_group__v
FieldForceProducts aln_field_force_product__v
FieldForces aln_field_force__v
FieldMappings aln_field_mapping__v
FocusAreas Categorizes business initiatives or therapeutic areas targeted by an organization, used to filter content and assign responsibilities within campaigns or studies.
FootprintGeographies aln_footprint_geography__v
Footprints aln_footprint__v
FormattedOutputContentGenerators formattedoutputcontentgenerator__sys
FormularyProducts Tracks the presence and details of pharmaceutical products on formularies, including tier, coverage notes, and payer affiliations.
Fulfillments fulfillment__v
FunctionalProfileApplicationRoles aln_functional_profile_application_role__v
FunctionalProfileFieldForces aln_functional_profile_field_force__v
FunctionalProfileGroups aln_functional_profile_group__v
FunctionalProfiles aln_functional_profile__v
Geographies aln_geography__v
GeographyTerritories Maps geographic regions to sales territories, facilitating territory alignment, rep assignments, and performance analysis.
GeographyTerritories2 aln_geography_territory__v
GlobalAccountSearchSettings Stores settings that configure how global account searches behave, such as filters, default views, and access controls for user searches.
GlossaryDefinitions Maintains a structured glossary of system-defined terms and their descriptions, supporting consistency in metadata usage and interpretation.
Goals Represents specific user or organizational objectives, such as sales targets and engagement Key Performance Indicators (KPIs), while supporting performance tracking over time.
Holidays Stores records of recognized holidays within the system, including dates and holiday types, to support features like scheduling, workflow planning, and compliance tracking across different regions.
HolidaySchedules Defines holiday schedules used by business processes or calendars, mapping specific holidays to regions, user groups, or operational calendars to manage availability and automation behavior.
Homepages Contains configuration details for user-specific or role-based homepages in the Vault interface, including layout, widgets, and personalized content displays.
HTMLReports Stores metadata for HTML-based reports generated within Vault, including report structure, layout templates, embedded parameters, and linkage to reporting modules or dashboards.
ImplicitFilterConditions Captures the specific conditions applied to implicit filters, which are automatically applied to user queries or views based on roles, object types, or data access policies.
ImplicitFilters Defines the logic and structure for implicit filters that are applied by the system without user input to enforce visibility rules, data access constraints, or contextual personalization.
IndexDependencies indexdependency__sys
IndexDependencyTargets indexdependencytarget__sys
Indexes Maintains metadata for custom and system-defined indexes on Vault tables to enhance performance and ensure efficient querying and retrieval of structured content and business data.
Indications indication__v
IntegratedSurveys Stores information about surveys integrated with third-party systems, tracking their configuration, deployment, response mapping, and associated content such as questions and responses.
IntegrationPoints Defines integration touchpoints used to exchange data between Vault and external systems, including connection details, operation modes, and scheduling parameters.
Integrations Represents high-level integration configurations, detailing how Vault interacts with external systems, including protocols, endpoints, authentication methods, and integration status.
IntegrationStatuses2 aln_integration_status__v
InventoryMonitorings Tracks inventory monitoring events and observations across sites or facilities, supporting compliance, auditing, and real-time product tracking within supply or trial operations.
InventoryOrderLines Stores individual line-item details of inventory orders, capturing product identifiers, quantities, units, and shipment status to support inventory fulfillment and reconciliation.
InventoryOrders Represents complete inventory orders within Vault, including order metadata such as requester, destination, approval status, shipping details, and associated line items.
JobAdminConfigurations jobadmineventhandler__sys
KeyMessages Stores approved marketing and medical communication content, including text, media, metadata, and platform-specific configurations. Used in closed-loop marketing (CLM) and content delivery systems to ensure regulatory-compliant, targeted, and localized messaging for specific products and audiences.
KeyStakeholders Stores key contacts or individuals critical to business decisions or engagement strategy.
LabelSets labelset__sys
LegalHoldItems legalhold_item__v
LegalHolds legalhold__v
LibraryQuestionReferenceDocuments library_question_reference_document__sys
LibraryQuestions library_question__sys
LinkTargets Defines external or internal hyperlink targets used in navigation or linking within Vault CRM.
LotCatalog Catalog of lot numbers available for sampling, shipment, or order purposes.
ManualTerritoryAlignmentHistories Tracks manual updates to sales territory alignments for auditing and historical reference.
MatchTextVariations Handles variations in matching logic or terminology to support flexible search and analytics.
MaterialOrderLineItems Represents individual items within a broader material order, including quantity and product details.
MaterialOrders Captures overall information about material orders placed by users or accounts.
MCCycleChannels Defines channels (email, in-person, etc.) used within multichannel cycle plans.
MCCyclePlanChannels Represents the linkage between multichannel cycle plans and communication channels.
MCCyclePlanProducts Associates specific products with a multichannel cycle plan for targeting and tracking.
MCCyclePlans Defines a coordinated multichannel engagement plan for a specific period or campaign.
MCCyclePlanSummaries Stores performance summaries and metrics for multichannel cycle plans.
MCCyclePlanTargets Details the accounts or individuals targeted in a multichannel cycle plan.
MCCycleProducts Tracks product-specific strategies or deliverables within a multichannel cycle.
MCCycles Defines the structure and timing of a multichannel campaign or engagement cycle.
MedicalEvents Captures information about medical events attended or hosted by users.
MedicalInquiries Records questions submitted by healthcare professionals regarding products or treatments.
MedicalInquiryFulfillmentResponses Logs responses sent in fulfillment of medical inquiries.
MedicalInsights Stores insights gathered from field interactions, medical events, or inquiry responses.
MedicalInteractions medx__v
MedXAttendees medx_attendee__v
MedXComponents medx_component__v
MedXDiscussionMaterials medx_discussion_material__v
MedXDiscussions medx_discussion__v
MedXKeyMessages medx_key_message__v
MedXMeetingMaterials medx_meeting_material__v
MeetingRequests Captures requests for meetings between field staff and healthcare professionals.
MessageActivities Tracks engagement with messages sent to users or customers, including open and interaction metrics.
MessageTemplateBusinessAccounts message_template_business_account__v
MessageTemplateContent Stores the content (text, media, placeholders) associated with message templates.
MessageTemplates Defines reusable templates for consistent messaging across campaigns or workflows.
MessagingBusinessAccounts messaging_business_account__v
MessagingPhoneNumbers messaging_phone_number__v
MetadataDefinitions Stores definitions of metadata elements used throughout Vault CRM.
MetadataTranslations Contains localized translations for metadata fields and values.
MicrosoftAuthorizations microsoft_authorization__v
MobileCRMSettings Holds configuration settings for the mobile CRM application.
MobileDevices Tracks devices used by CRM users for security and audit purposes.
MobileObjectRequests mobileobjectrequest__v
ModelAccountExclusions aln_account_exclusion_model__v
ModelAccountRuleCriteria aln_account_rule_criteria_model__v
ModelAccountRules aln_account_rule_model__v
ModelAccountSearchRuleCriteria aln_account_search_rule_criteria_model__v
ModelAccountSearchRules aln_account_search_rule_model__v
ModelAccountTerritories aln_account_territory_model__v
ModelAlignSettings aln_align_settings_model__v
ModelApprovalMappings aln_approval_mapping_model__v
ModelFeedbackApprovalRuleCriteria aln_approval_rule_criteria_model__v
ModelFeedbackApprovalRules aln_approval_rule_model__v
ModelFieldForceProducts aln_field_force_product_model__v
ModelFieldForces aln_field_force_model__v
ModelFootprintGeographies aln_footprint_geography_model__v
ModelFootprints aln_footprint_model__v
ModelGeographyTerritories aln_geography_territory_model__v
ModelRosterMemberTerritories aln_roster_member_territory_model__v
ModelTerritories aln_territory_model__v
ModelTerritoryFootprints aln_territory_footprint_model__v
ModelTerritoryProducts aln_territory_product_model__v
ModelUpdates Represents updates to predictive models or configurations within Vault CRM.
MonitoredPhrases Stores specific phrases that are flagged or tracked during user interactions.
MonitoredText Captures text passages from field inputs or records that are monitored for compliance or insight.
MonitoringRules Defines rules for monitoring specific actions, text, or behavior in CRM.
MultichannelActivities Logs marketing or sales interactions across multiple channels.
MultichannelActivityLines Details individual line items or interactions within a multichannel activity.
MultichannelConsents Stores consent preferences from customers across marketing and communication channels.
MultichannelContent Manages content used across multiple marketing or engagement channels.
MultichannelContentAssets Tracks multimedia or digital assets linked to multichannel content.
MultichannelMessages Logs messages delivered via email, SMS, or other channels.
MultichannelSettings Configuration settings related to multichannel communication rules and templates.
MyInsightsData Stores analytics and reporting data for MyInsights dashboards.
MySetupProducts Captures user-specific product configurations for quick setup and targeting.
NetworkMappings Defines relationships between Vault CRM and external network entities such as healthcare systems.
NetworkObjectMappings Specifies how external network data fields map to Vault CRM objects.
NetworkSettings Stores global settings and configuration for external network integrations.
NoteComments note_comment__v
NoteIntegrations note_integration__v
ObjectAuditEventHandlers objectauditeventhandler__sys
OmniConnectIntegrations omniconnect_integration__v
Opportunities Tracks sales opportunities or deals under consideration in the CRM pipeline.
OpportunityCompetitors Captures competitor information linked to a specific opportunity.
OpportunityLines Represents product- or service-level details within an opportunity.
OpportunityTeamMembers Lists users assigned to work collaboratively on an opportunity.
OrderCampaigns Links promotional campaigns with order-related activities.
Orders Stores information about product orders placed by users or customers.
OutboundPackages Defines packages sent from Vault CRM to external systems or stakeholders.
OutboundTargetActivities outbound_target_activity__v
PackageComponents Defines individual components included within a data or content package.
PackageDatasets Stores datasets that are bundled and transmitted as part of Vault CRM packages.
PALIntegrationContexts pal_int_context__v
PatientAttributes patient_attribute__v
PatientInsurance patient_insurance__v
PatientJourneyAssociations patient_journey_association__v
PatientJourneys Represents the high-level progression of a patient through treatment or care stages.
PatientJourneyStepDetails Captures specific actions or data points within a patient journey step.
PatientJourneyStepPhaseDetails patient_journey_step_phase_detail__v
PatientJourneyStepPhases Categorizes different phases within a patient journey step, such as awareness or treatment.
PatientJourneyStepRelationships Defines relationships or transitions between journey steps.
PatientJourneySteps Represents individual stages within a patient journey model.
PatientPrescriptions patient_prescription__v
PDFMarkupResultHandlers pdfmarkupresulthandler__sys
Permalinks Stores permanent URLs or references for shared records or public-facing content.
Persons Stores person-level data, often tied to accounts, HCPs, or CRM users.
PicklistValues Lists all predefined selectable values configured for picklist fields in the system.
PlanogramLines Represents individual rows or product placements within a planogram layout.
Planograms Defines visual product placement layouts for in-store display or promotional setups.
PlanTactics Stores tactical actions linked to strategic product or marketing plans.
PodTask sdkpodtask__sys
PortalSettings Contains configuration settings for CRM portal functionality and behavior.
Positions Stores job titles or organizational roles associated with CRM users.
PredictionMetrics prediction_metric__sys
Predictions predictions__sys
Preferences Captures user-specific settings and preferences for customizing the CRM experience.
PricingRules Defines rules for applying pricing logic across different products or conditions.
PricingSubrules Represents detailed components or conditions within a larger pricing rule.
ProcessMonitors aln_process_monitor__v
ProcessTasks aln_process_task__v
ProductCatalog Stores the master list of all products available within the CRM.
ProductEvents Captures significant product-related milestones, launches, or regulatory events.
ProductFamilies product_family__v
ProductGroupMaps Maps products to defined groups for segmentation or reporting purposes.
ProductGroups Defines groupings of products by category, business unit, or therapeutic area.
ProductInformations Contains key information and labeling data about individual products.
ProductJourneyStages Tracks stages of a product's market journey, such as launch or maturity.
ProductMaps product_map__v
ProductMetrics Stores performance indicators or statistics related to product engagement and success.
ProductPlans Houses strategic plans focused on product development, launch, or lifecycle management.
ProductStrategies Outlines strategic approaches for marketing or positioning a product.
ProductTactics Captures specific actions and activities supporting a broader product strategy.
ProductViews Defines saved configurations for displaying filtered or organized product data.
ProfilingAttributes profiling_attribute__v
ProfilingSheets profiling_sheet__v
ProfilingTemplates profiling_template__v
Projects aln_project__v
Publications Stores bibliographic and metadata details about scientific or medical publications.
QuestionDesignReferenceDocuments question_design_reference_document__sys
Questions Stores structured questions used in surveys, checklists, or assessments.
QueueDispositionsLists queue_disposition_list__v
QueueForms queue_form__v
ReceivedEmails Logs inbound emails received through integrated channels for tracking and analysis.
RecordListHandlerCode recordlisthandlercode__sys
RecordListHandlers recordlisthandler__sys
RecordRoleTriggerGroups recordroletriggergroup__sys
RecordTriggerGroups recordtriggergroup__sys
ReferenceDocuments Stores documents used as references during calls, events, or regulatory processes.
ReferenceLookups Supports lookup functionality for reference values used across the system.
RemoteMeetingAttendees Captures details about participants in virtual or remote meetings.
RemoteMeetingRatings Stores feedback ratings submitted for remote meeting sessions.
RemoteMeetings Tracks virtual meetings, including schedule, attendance, and engagement data.
RepRoster Lists field representatives, their territories, and team alignments.
RequestNotifications requestnotification__sys
RollupRuleCriteria aln_rollup_rule_criteria__v
RollupRules aln_rollup_rule__v
RosterMemberApplicationRoles aln_roster_member_application_role__v
RosterMembers aln_roster_member__v
RosterMemberTerritories aln_roster_member_territory__v
RuleDefinitions Defines validation or business logic rules enforced across the system.
RuleMessageTranslations Stores translated versions of rule-based error or guidance messages.
RuleObjectHeaders Top-level records defining scope and context for grouped validation rules.
SalesIncrementalTransactions Tracks changes in sales transactions over time by capturing only newly created or modified records since the last data load. This is used for efficient data synchronization and delta processing in downstream reporting and analytics.
SalesTransactions Contains detailed records of all sales transactions, including product, quantity, date, and associated accounts or territories. This serves as the primary source of truth for sales activity reporting and performance metrics.
SampleInventories Maintains current inventory levels of drug samples across all storage locations, including field representatives, distribution centers, and warehouses. This supports inventory compliance, reconciliation, and audit tracking.
SampleInventoryItems Provides item-level granularity for entries in the sample inventory, linking specific product instances to their associated inventory records. This is useful for tracing lot numbers, expiry dates, and detailed inventory audits.
SampleLimits Defines regulatory or organizational limits on the quantity or frequency of sample distributions, typically per product, territory, or healthcare professional. This helps ensure compliance with sampling policies and industry regulations.
SampleLimitTransactions Logs all events related to sample limit consumption or updates, including adjustments, usage, and resets. This enables auditing of sample distribution against preset limits and supports compliance monitoring.
SampleLotAdds Captures the addition of new sample lots into inventory, including lot numbers, quantities, and expiration dates. This facilitates traceability and regulatory reporting for controlled sample substances.
SampleLots Holds metadata about each sample lot, including manufacturer, lot number, production date, and shelf life. This is used for tracking sample provenance and ensuring product integrity throughout its lifecycle.
SampleOrderTransaction Tracks individual transactions related to sample orders, including order status changes, shipment details, and inventory adjustments. This supports compliance tracking and inventory reconciliation in regulated industries.
SampleReceipts Stores data about the receipt of physical or digital sample products, including received quantities, dates, and recipient information. This is useful for verifying delivery completion and maintaining audit trails.
SamplesStateSettings Defines configuration settings for sample management based on state or regional regulations. This includes restrictions on sample distribution, quantity limits, and recipient eligibility.
SampleTransactions Logs each transaction involving sample products, such as distribution, return, or transfer events. This enables visibility into the movement and usage of samples across territories and users.
ScientificInterests Captures detailed information about healthcare professionals' scientific interests, such as research areas or therapeutic specialties. This enables targeted engagement strategies based on scientific alignment.
SDKGroups sdkgroup__sys
SDKObjectGroups sdkobjectgroup__sys
SentDocuments Records metadata and delivery details for documents sent from the system, including recipients, send methods, and timestamps. This supports outbound communication tracking and audit requirements.
SentEmailBuilderCells Stores data for individual content cells within emails created using an email builder tool. This is useful for tracking which blocks of content were included in outbound emails.
SentMessages Tracks complete email or message entities sent from the system, including subject, body, sender, recipients, and delivery status. This enables reporting on communication effectiveness and compliance.
ServerJobStatuses Maintains status and outcome information for background server jobs, such as document processing, batch imports, or scheduled tasks. This facilitates monitoring and troubleshooting of automated processes.
ShareInboxDocuments Contains documents shared into user inboxes via shared links or direct collaboration features. This is used to support user access to incoming shared content and streamline document sharing workflows.
SignaturePages Stores individual signature pages extracted from documents that require signing. This enables tracking of signature completion status and association with corresponding signers.
SignatureRequests Contains records of electronic signature requests within Veeva Vault, including metadata such as requestor, document, status, and timestamps for auditing and compliance purposes.
Sites Stores information about clinical or research sites, including site identifiers, geographic location, associated studies, and contact details to facilitate site management and monitoring.
SpeakerCaps em_speaker_cap__v
SpeakerEvaluations Captures evaluation data submitted after speaker-led events or programs, used to assess speaker effectiveness, presentation quality, and audience engagement.
SpeakerNominations em_speaker_nomination__v
SpeakerQualifications em_speaker_qualification__v
Speakers em_speaker__v
Specialties aln_specialty__v
StakeholderPreferences Holds data on individual stakeholder preferences such as communication channels, content types, and engagement frequencies to tailor interactions and campaigns.
StakeholderProfileLayouts Defines the layout and configuration of stakeholder profiles, determining the display of fields, sections, and data relevant to user roles and business needs.
StepLogs step_log__v
Sub-ChecklistDesigns subchecklist_design__sys
SuggestionFeedback Contains feedback submitted by users on previously suggested content or actions, helping to refine recommendation algorithms and improve system relevance.
Suggestions Stores system-generated or user-submitted suggestions, including document recommendations, content delivery improvements, and workflow enhancements.
SuggestionTags Maintains a tagging system for suggestions, allowing categorization and filtering based on thematic or functional tags for better traceability and management.
SurveyQuestions Defines the individual questions used in surveys, including question types, answer formats, dependencies, and associated metadata for logic branching and reporting.
Surveys Represents full survey instruments, including metadata such as title, purpose, target audience, deployment dates, and status to manage survey lifecycle.
SurveyTargets Tracks individuals or entities targeted for survey participation, capturing distribution details, response statuses, and links to survey results.
SWOTs Stores Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis records for stakeholders or organizations, enabling strategic planning and segmentation.
SynchronizationTrackings Logs synchronization events and metadata between systems or devices, including sync direction, success/failure status, and timestamps for troubleshooting and auditing.
TargetingRuleChannels aln_targeting_rule_channel__v
TargetingRuleProducts aln_targeting_rule_product__v
Targets tlist__v
Territories Stores information about geographic or organizational territories assigned to field teams or sales representatives. Each record defines a distinct territory with attributes for regional planning and resource alignment.
Territories2 territory__v
TerritoryBudgets Captures budget allocations at the territory level, supporting financial planning and tracking for marketing, sales, and field activities within specific geographic or organizational units.
TerritoryBudgetTransactions Records transactional updates to territory budgets, including allocations, expenditures, and adjustments. This enables detailed audit trails and budget utilization analysis over time.
TerritoryFields Contains configuration data for Territory Specific Fields (TSFs), allowing customization of territory-level metadata and enabling nuanced reporting and workflow automation.
TerritoryFootprints aln_territory_footprint__v
TerritoryProducts aln_territory_product__v
TerritorySettings Holds system settings and configuration values governing territory management behavior, such as assignment rules, access controls, and default display preferences.
TimeOffTerritory Tracks planned or approved time-off entries by users in relation to their assigned territories. This is useful for managing field force availability and reassigning coverage during absences.
TopicMaterials em_topic_material__v
TrainedModelPerformanceMetrics trained_model_performance_metric__sys
TrainedModels trained_model__sys
TranslationEventHandlers sdktranslationeventhandler__sys
UnavailableTimes Logs periods when users or resources are unavailable for activities such as calls, visits, or assignments. Often integrated with scheduling logic to optimize planning and task delegation.
UnsubscribeProducts Maintains records of specific products from which users or customers have unsubscribed, ensuring compliance with opt-out preferences and reducing unwanted communications.
Unsubscribes Stores unsubscribe preferences for users or external recipients across various communication types and channels. Supports privacy compliance and marketing opt-out management.
UserDetails Contains detailed user profile information, such as role, territory, and organizational affiliations. Facilitates access control, reporting, and user-based customization.
UserExceptionItems Logs items that triggered system exceptions during user interactions or automated processes. Supports debugging, exception resolution, and system reliability monitoring.
UserExceptionMessages Stores error or exception messages presented to users during system operations. This is enables tracking of common failure points and enhances user experience diagnostics.
UserRoleConstraints Defines restrictions and limitations applied to user roles, including field-level and record-level constraints that determine how users interact with Vault objects and processes.
UserRoleSetup Stores configuration data for associating users with specific roles within Veeva Vault, enabling permissions management, access control, and task assignments.
Users Contains metadata for Vault users, including system identifiers, authentication details, user preferences, and role mappings used for login and operational tracking.
UserstoChannels user_to_channel__v
UserTasks Tracks user-assigned tasks within Vault workflows, capturing task type, status, due date, associated documents, and workflow context for operational monitoring and compliance.
UserTerritories Represents the mapping between users and their assigned territories, supporting segmentation of data access and reporting in territory-based models such as field operations.
VaultCRMInstanceCountries aln_country_filter__v
VaultInstances aln_vault_instance__v
VDSSettings Holds configuration parameters for the Vault Data Services (VDS) interface, defining integration behaviors, endpoint credentials, and scheduling options.
VeevaAnalyticsProcesses Defines the configuration and execution metadata for Veeva Analytics processes, including data extraction, transformation rules, and publishing routines for downstream analytics.
VeevaContents Captures information about documents and digital assets managed in Veeva Vault, including version history, content types, lifecycle states, and associated metadata.
VeevaDistributions Stores records of content distributions, logging who received which documents, when, and under what conditions—supporting auditing, compliance, and content access tracking.
VeevaMessages Maintains internal and system-generated messages within Vault, including communication logs, alerts, and workflow notifications sent to users or system components.
VeevaSettings Centralized storage for tenant-level configuration settings that influence Vault behavior, user interface preferences, and feature enablement across modules.
VeevaWorkdayOrgs aln_veeva_workday_org__v
Vendors em_vendor__v
Venues em_venue__v
VFMFileSecurityPolicies Defines file security policies for Veeva File Manager (VFM), including rules for document access, encryption, classification levels, and sharing restrictions.
Views Stores metadata for custom views created within Vault, specifying visible fields, filters, sorting, and layout preferences tailored to specific user roles or business needs.
VMobileHomePageLayouts Defines layout configurations for the Veeva Customer Relationship Management (CRM) mobile homepage, determining section visibility, object summaries, and mobile-optimized navigation experiences.
VMobileObjectConfigurations Manages settings for objects accessible via the Veeva Customer Relationship Management (CRM) mobile app, including field visibility, page layout rules, and offline synchronization behavior.
VOFPlatformRecordTriggers vofplatformrecordtrigger__sys
WorkflowRoleSetup Contains mappings and role definitions used in Vault workflows, specifying which users or groups can act on tasks during each workflow step or lifecycle state.
X-PagesSSOConfigurations Stores configuration details for Single Sign-On (SSO) integration using X-Pages, including identity provider metadata, certificate handling, and session behavior.
XMLElements Defines XML element mappings used in structured content, templates, or integration payloads, including tag definitions, value types, and schema references.

CData Cloud

AccountClinicalTrials

Stores information about clinical trials associated with stakeholder accounts, capturing details such as trial names, roles of stakeholders, and participation metrics. This is derived from the 'stakeholder_clinical_trial__v' object.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique system-generated identifier for the Account Clinical Trial record. This is used internally to reference the record within Vault.

Global ID String True

A globally unique identifier assigned to the Account Clinical Trial record, ensuring consistency and traceability across integrated systems.

Link String False

A system-generated hyperlink reference that allows direct access to the record from the Vault interface or via API.

Account Clinical Trial Name String True

The display name of the Account Clinical Trial, typically used for user-friendly identification in reports and user interfaces.

Status String False

The current status of the Account Clinical Trial record, such as Active, Planned, Completed, or Terminated, indicating its phase or progress.

Created By String True

The username or ID of the Vault user who originally created the Account Clinical Trial record.

Created Date Datetime True

The timestamp indicating when the Account Clinical Trial record was first created in the system.

Last Modified By String True

The username or ID of the user who most recently updated the Account Clinical Trial record.

Last Modified Date Datetime True

The timestamp of the most recent update made to the Account Clinical Trial record.

External Id String False

An optional identifier used to link the record with external systems, such as a Customer Relationship Management (CRM) or third-party clinical database.

Participant String False

The name or identifier of the participant associated with the clinical trial for this account. This could be a healthcare provider or institution.

Role String False

The role that the associated account or participant plays in the clinical trial, such as Investigator, Sponsor, or Monitor.

Account ID String False

The unique identifier of the Account linked to this clinical trial record, referencing a record in the Accounts table.

Clinical Trial String False

The identifier or reference to the overarching Clinical Trial entity that this record is part of. This links the account to a specific trial.

Owner String False

The user ID of the record owner, often used for access control or workflow routing within Vault.

Legacy CRM Id String False

An identifier from a legacy CRM system used for data migration or historical tracking of the Account Clinical Trial record.

CData Cloud

AccountExclusions

aln_account_exclusion__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

AccountExternalIDMap

Maintains a mapping between Veeva Vault account records and external system identifiers, enabling synchronization and data integration across platforms. This is based on the 'account_external_id_map__v' object.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Account External ID Map record, used as the primary key in the table.

Account External ID Map Type String True

Specifies the type of external ID mapping record, allowing categorization by integration type or system origin.

Global ID String True

System-generated global identifier used to uniquely track this record across different Vaults or environments.

Link String False

Hyperlink reference to the Account External ID Map record within the Vault system for direct navigation or integration access.

Account External ID Map Name String True

Human-readable name for the mapping record, typically aligned with a business naming convention for easier identification.

Status String False

Indicates the current state of the external ID map record such as active, inactive, or archived, supporting workflow or integration logic.

Created By String True

Username or system user that originally created the external ID map record in the Vault system.

Created Date Datetime True

Timestamp representing when the record was first created, which helps track when external ID mappings were initiated.

Last Modified By String True

Username or system user who last updated this mapping record, useful for audit trails and tracking responsibility.

Last Modified Date Datetime True

Date and time of the most recent update to the mapping record, used for versioning and synchronization checks.

Domain String False

Domain in which the mapping was created, which can represent a specific tenant, region, or organizational boundary within Veeva Vault.

Third Party External ID String False

The external identifier assigned by a third-party system such as Salesforce, SAP, or an external Customer Relationship Management (CRM), used for integration mapping.

User Cookie String False

User-specific token or session cookie associated with the record creation or last update, typically used in client-side tracking scenarios.

VExternal Id String False

Veeva-specific external identifier used in cross-system references or synchronization jobs with Vault applications.

Account String False

Reference to the internal Account object this mapping record is associated with, creating a link between internal and external identifiers.

Owner String False

Identifier of the user or system owner responsible for managing this record, often used for permissions or routing logic.

Legacy CRM Id String False

External identifier from a legacy CRM system used for historical mapping or data migration purposes into Veeva Vault.

CData Cloud

AccountListItems

Represents individual entries within account lists, typically used for grouping and targeting accounts in Customer Relationship Management (CRM) activities. This corresponds to the 'account_list_item__v' object.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the record in the Account External ID Map table.

Global ID String True

Globally unique identifier used across Vault to ensure record consistency and integrity in distributed systems.

Link String False

Internal system URL or reference link to view or access the full details of the mapped record in Vault.

Account List Item Name String True

Name of the specific entry in the Account List associated with the external ID mapping.

Status String False

Current lifecycle status of the Account External ID Map entry, indicating whether it is active, inactive, or archived.

Created By String True

Username or system identifier of the user who initially created this mapping entry in the Vault system.

Created Date Datetime True

Timestamp indicating when the mapping entry was originally created in the system.

Last Modified By String True

Username or system identifier of the user who last modified the mapping record.

Last Modified Date Datetime True

Timestamp representing the most recent update made to the mapping entry.

External ID String False

Externally assigned identifier, often originating from a Customer Relationship Management (CRM) or other third-party system, used for cross-system reference.

Mobile ID String False

Identifier used to associate the account with a mobile platform or field-facing application instance.

Account List String False

Reference to the Account List to which this external ID mapping entry is associated.

Account String False

Reference to the Vault account record that this external ID is mapped to.

Legacy CRM Id String False

Identifier from a legacy CRM system, retained for backward compatibility and migration auditing.

CData Cloud

AccountLists

Defines groupings of account entities used for segmentation, reporting, or campaign targeting within the Vault system. This is backed by the 'account_list__v' object.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the account list record within the Vault system, primarily used for internal system operations and record referencing.

Global ID String True

System-generated global identifier that ensures universal uniqueness across multiple Vault environments or instances.

Link String False

URL or URI reference that points directly to the detailed account list record within the Vault web interface or API.

Account List Name String False

The display name of the account list, typically used for identifying the list in user interfaces, reports, and filters.

Status String False

Indicates the current lifecycle state of the account list, such as Active, Inactive, or Archived, based on its usability or approval.

Created By String True

Username or system identifier of the user who initially created the account list record.

Created Date Datetime True

Timestamp indicating when the account list record was first created in the Vault system.

Last Modified By String True

Username or system identifier of the user who last modified the account list record.

Last Modified Date Datetime True

Timestamp indicating the most recent modification to the account list record, useful for auditing and version control.

Access String False

Defines the permission level or visibility scope of the account list, such as Owner-only, Team-shared, or Public.

Display Order Decimal False

Numeric value used to control the display sequence of the account list in user-facing dropdowns or sorted views.

Icon Name String False

Name of the icon associated with the account list, used to visually represent it within Vault's UI or mobile interfaces.

Locked Date Datetime False

Timestamp marking when the account list was locked, typically to prevent further edits during a workflow or review process.

Mobile ID String False

Mobile-specific identifier used to sync the account list with external mobile applications or offline systems.

Locked By String False

Username or system identifier of the user who locked the record, often used to trace workflow actions or record freezes.

Owner String False

Reference to the user or group responsible for the account list, used to determine access rights and accountability.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system that was used before migrating data to Vault, facilitating historical data reconciliation.

CData Cloud

AccountMergeHistories

Tracks historical data of account merge operations, including source and target account references, merge timestamps, and responsible users. It maps to the 'account_merge_history__v' object.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the account merge history record.

Global ID String True

Globally unique identifier assigned by Vault for cross-system consistency and traceability.

Link String False

System-generated hyperlink reference to access the account merge history record within the Vault application.

Account Merge History Name String False

Human-readable name or label for the account merge history entry, typically reflecting the merge event or target account.

Status String False

Current status of the account merge process, such as pending, completed, or failed.

Created By String True

Username or identifier of the user who initiated the account merge operation.

Created Date Datetime True

Timestamp indicating when the account merge history record was originally created in the system.

Last Modified By String True

Username or identifier of the user who last updated or modified the merge history record.

Last Modified Date Datetime True

Timestamp of the most recent modification to the account merge history record.

Account Person ContactId String False

Identifier linking the merged account to the associated person contact record within the Vault system.

PersonContactId String False

Identifier of the individual person contact involved in or affected by the account merge.

Account String False

Reference to the primary or resulting account entity after the merge operation.

Legacy CRM Id String False

Identifier from the legacy Customer Relationship Management (CRM) system used to track the original account prior to being merged in Vault.

CData Cloud

AccountOverviewLayouts

Specifies custom layout configurations used to render account overview screens, tailored to different user roles or business needs. It is stored in the 'account_overview_layout__v' object.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the account overview layout record within the system. This is used internally to track and reference the record.

Account Overview Layout Type String True

Specifies the Vault object type associated with this account overview layout. This value determines how the layout behaves and which record types it applies to.

Global ID String True

System-generated global identifier used to ensure uniqueness of the layout record across multiple Vault environments.

Link String False

System-generated hyperlink that provides direct access to the account overview layout record within the Vault user interface.

Account Overview Layout Name String True

The name assigned to the account overview layout. This is typically a human-readable label used to identify the layout in configuration and selection lists.

Status String False

Indicates the current lifecycle status of the account overview layout, such as Active, Inactive, or Deprecated.

Created By String True

The username or identifier of the user who initially created the account overview layout record.

Created Date Datetime True

Timestamp representing when the account overview layout was first created in the Vault system.

Last Modified By String True

The username or identifier of the user who last modified the account overview layout record.

Last Modified Date Datetime True

Timestamp representing the most recent modification to the account overview layout record.

Owner String False

The Vault user or group assigned ownership of the account overview layout. Ownership typically affects permissions and responsibilities for maintaining the layout.

Legacy CRM Id String False

Identifier used to map this layout to a corresponding record in an external legacy Customer Relationship Management (CRM) system. This is useful for data migration or integration purposes.

Mobile ID String False

Identifier used by mobile applications to reference this account overview layout. Helps ensure compatibility across different platforms and device views.

CData Cloud

AccountPartners

Captures details about partnerships or affiliations between accounts, such as collaborations or joint ventures, based on the 'account_partner__v' object.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the account partner record.

Account Partner Type String True

Specifies the type or classification of the account partner, based on predefined Vault object types used for categorization.

Global ID String True

Globally unique system identifier assigned to the account partner across all Vault instances to ensure cross-system consistency.

Link String False

System-generated URL link that provides direct access to the account partner record in the Vault interface.

Account Partner Name String False

Human-readable name or title associated with the account partner entity.

Status String False

Current lifecycle status of the account partner record, such as Active, Inactive, or Pending, based on Vault business rules.

Created By String True

Username or identifier of the user who originally created this account partner record in the system.

Created Date Datetime True

Timestamp indicating when the account partner record was initially created in the Vault.

Last Modified By String True

Username or identifier of the user who last updated or modified the account partner record.

Last Modified Date Datetime True

Timestamp capturing the most recent modification to the account partner record.

Account Partner ID String False

External or reference identifier for the account partner, typically used for integration with legacy systems or third-party applications.

Default Bool False

Boolean flag indicating whether this partner is marked as the default for the associated account.

Inventory Monitoring Type String False

Defines the type of inventory monitoring used by this partner, such as Manual, Automated, or Third Party, depending on supply chain configuration.

Mobile ID String False

Identifier used for mobile platform synchronization, enabling data retrieval and updates from mobile Customer Relationship Management (CRM) applications.

Order Type String False

Specifies the type of order supported by the account partner, such as Primary, Secondary, or Replenishment.

Priority Decimal False

Numerical value indicating the priority level of the partner in operational workflows, with lower values indicating higher priority.

Wholesaler String False

Name or identifier of the wholesaler entity associated with this partner, used in distribution and supply chain scenarios.

Account String False

Reference to the associated account record that this partner is linked to, forming a parent-child relationship.

Contract String False

Reference to the contractual agreement that governs the relationship between the account and the partner.

Planogram String False

Planogram configuration or reference that determines the merchandising layout managed by this account partner.

Owner String False

User or group responsible for managing the account partner record, typically used for access control and ownership tracking.

Legacy CRM Id String False

Identifier from a legacy customer relationship management system used for historical tracking and migration purposes.

CData Cloud

AccountPlans

Holds strategic planning data for stakeholder accounts, including objectives, tactics, and key performance indicators, as defined in the 'account_plan__v' object.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the account plan record within the Veeva Vault system. This value is system-generated and immutable.

Account Plan Type String True

Indicates the type of account plan being created or referenced. This can define the strategic purpose or classification, such as territory-specific or product-focused plans.

Global ID String True

System-assigned globally unique identifier used to distinguish this account plan across multiple Vault environments or integrations.

Link String False

URL or reference link to access the account plan directly within the Vault interface. This is useful for UI integration and quick navigation.

Account Plan Name String False

Human-readable name of the account plan, used to identify it in dashboards, reports, and user interfaces.

Status String False

Current lifecycle status of the account plan, such as 'In Progress', 'Completed', or 'Cancelled'. This is used to control user interactions and reporting.

Created By String True

User who originally created the account plan. Stores the Vault username or ID of the creator.

Created Date Datetime True

Timestamp representing when the account plan record was first created in the Vault system.

Last Modified By String True

User who last modified the account plan. This is useful for tracking recent updates or changes.

Last Modified Date Datetime True

Timestamp of the most recent modification to the account plan. Enables auditing and synchronization.

Active Bool False

Indicates whether the account plan is currently active. Active plans are considered for reporting and planning purposes.

Completed Plan Tactics Decimal False

Total number of plan tactics (sub-actions or initiatives) that have been marked as completed under this account plan.

Description String False

Free-text field for describing the purpose, scope, and objectives of the account plan.

Health String False

Qualitative assessment of the account plan's overall health, such as 'Good', 'At Risk', or 'Poor'. Often used for visual tracking and executive summaries.

Mobile ID String False

Identifier used by mobile applications to track and synchronize the account plan record in offline mode or across devices.

Opportunities String False

Reference to associated sales opportunities linked to the account plan. May contain multiple IDs or concatenated strings representing opportunity records.

% Complete Double False

Percentage indicating the completion status of the plan based on completed versus total tactics. Reflects overall plan progress.

Plan Tactic Progress Double False

Detailed metric showing the progress of all plan tactics within this account plan. May consider weights or priorities.

Progress Double False

General progress percentage for the account plan, factoring in multiple elements such as tasks, tactics, and milestones.

Account Plan Status String False

Business-level categorization of the account plan's current state. Distinct from system 'Status' and can reflect strategic evaluation stages.

Strengths String False

Text field for capturing identified strengths in the account strategy, such as relationships, product fit, or prior success.

Threats String False

Text field describing perceived or known threats that could hinder the success of the account plan.

Total Plan Tactics Decimal False

Total number of tactics defined within the account plan. This includes both completed and pending items.

Type String False

Custom classification field used to group or segment account plans based on business needs, such as 'KOL Engagement' or 'Market Development'.

Weaknesses String False

Narrative description of any strategic or operational weaknesses identified during the planning process.

Account String False

Reference to the primary account of the Healthcare Organization (HCO) or Healthcare Professional (HCP) associated with this plan, typically linking to the account master record.

Clones String False

Reference to duplicated versions of the account plan, useful for tracking derived strategies or plan versioning.

Owner String False

User or role responsible for executing and maintaining the account plan. Usually corresponds to a field team member or account manager.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems for cross-platform mapping and historical data integrity during migration.

End Date Date False

Planned or actual end date of the account plan lifecycle. This is used for filtering and analytics.

Start Date Date False

Planned or actual start date of the account plan. Helps define the reporting and execution window.

User Country String False

Country associated with the user who owns or created the plan. Often used for regional segmentation or compliance filtering.

CData Cloud

AccountPublications

Logs publications linked to stakeholder accounts, useful for tracking scientific contributions or public communications. This derived from the 'stakeholder_publication__v' object.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Account Publication record within the system.

Global ID String True

System-generated global identifier used to uniquely identify the Account Publication record across Vault instances.

Link String False

Internal Vault link to the Account Publication record, used for navigation or integration purposes.

Account Publication Name String True

The descriptive name of the Account Publication, typically reflecting the publication's title or key subject matter.

Status String False

Current lifecycle status of the Account Publication record, indicating whether it is active, archived, or in draft state.

Created By String True

Username of the individual who originally created the Account Publication record.

Created Date Datetime True

Timestamp capturing the date and time when the Account Publication record was initially created.

Last Modified By String True

Username of the user who last updated the Account Publication record.

Last Modified Date Datetime True

Timestamp reflecting the most recent modification made to the Account Publication record.

Authorship Position String False

Indicates the author's role or sequence in the publication, such as first author, co-author, or corresponding author.

External Id String False

Identifier from an external source system used to link or synchronize this Account Publication with data from outside Vault.

Participant String False

Name or identifier of the individual or organization participating in the publication, often mapped to a HCP or similar entity.

Account ID String False

Reference to the associated account record, typically representing the Healthcare Professional (HCP) or Healthcare Organization (HCO) linked to this publication.

Publication ID String False

Reference to the main Publication record that this Account Publication entry relates to, used to group multiple authors or accounts under one publication.

Owner String False

Identifier for the user or team responsible for managing the Account Publication record within Vault.

Legacy CRM Id String False

ID carried over from a legacy Customer Relationship Management (CRM) system for historical reference or data migration traceability.

CData Cloud

AccountRuleCriteria

aln_account_rule_criteria__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

AccountRules

aln_account_rule__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Accounts

Contains detailed records for customer accounts, including core profile information, identifiers, and associated metadata used for customer engagement and Customer Relationship Management (CRM) processes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier assigned to each account record within the Vault system. This value is system-generated and used as the primary key for referencing the account.

Account Object Type String True

Specifies the object type of the account, such as Healthcare Professional (HCP), Healthcare Organization (HCO), or other supported entity classifications within the Veeva Vault data model.

Global ID String True

Globally unique identifier automatically assigned by the system to ensure cross-environment uniqueness for each account, used in integrations and global references.

Link String False

System-generated hyperlink that provides a direct reference or pointer to the full account record in the Vault user interface or API endpoint.

Name String False

The official name of the account, such as the name of a healthcare provider or organization, used for identification and searchability.

Record Status String False

Current lifecycle status of the account record, such as active, inactive, or under review. This status determines visibility and availability in workflows.

Created By String True

The user or system account that initially created the record. This value helps track data lineage and user activity.

Created Date Datetime True

Timestamp indicating when the account record was first created in the system, typically stored in UTC format for consistency across regions.

Last Modified By String True

Name or unique identifier of the user who last updated the account record. Tracks user actions for audit trails and change history within the system.

Last Modified Date Datetime True

Date and time when the account record was last modified. This is useful for identifying the most recent updates for data synchronization or auditing.

AHA # String False

Unique identifier assigned to the account by the American Hospital Association (AHA). Helps correlate Veeva Vault data with national healthcare databases.

ATL Last Update Datetime False

Timestamp indicating when the most recent data sync occurred from the Account Territory Locator (ATL) system. This is used to track territory updates.

Account Class String False

Categorization of the account based on strategic segmentation, such as hospital, clinic, or academic institution. Determines engagement rules and reporting logic.

Account Group String False

Defines the organizational grouping for the account, such as network affiliation or corporate parent. Enables grouping of related facilities or institutions.

Account Identifier String False

System-generated or externally sourced unique ID that serves as the primary business key for referencing the account across systems.

Account Type String False

Specifies the type of account such as HCP, HCO, payer, or distributor. Determines the account's behavior and available features in the Customer Relationship Management (CRM).

Alternate Name String False

Secondary or localized name used to identify the account in regional or language-specific contexts. Supports better user recognition and filtering.

Approved Email Consent String False

Indicates the consent status for receiving approved email communications, based on selections made by the account or via consent capture processes.

# Beds Decimal False

Total number of beds available at the healthcare facility. This is used to assess facility size, categorize accounts, and inform segmentation models.

Business Description String False

A detailed description of the business associated with the account, used to capture organizational focus, operational highlights, or industry relevance. This field can inform account segmentation and reporting.

CLM Opt Type String False

Specifies the Closed Loop Marketing (CLM) preference selected by the account, which can determine content delivery methods, consent preferences, or marketing channel configurations.

Call Reminder String False

Indicates whether call reminders are enabled for this account, used to schedule and notify users of upcoming customer engagement or follow-up activities.

Career Status String False

Captures the career status of the primary contact or representative associated with the account, such as Active, Retired, or On Leave. This helps in targeting and engagement planning.

Commercial Patient Days/1000 Decimal False

Represents the number of commercial patient days per 1,000 members, which is a healthcare utilization metric used for tracking service delivery within a defined population.

Commercial Premiums (PMPM) Decimal False

Indicates the Per Member Per Month (PMPM) value of commercial insurance premiums associated with this account. This financial metric aids in market analysis and revenue forecasting.

Commercial Premiums (PMPM) Corp Decimal True

Shows the corporate-specific PMPM value for commercial premiums. It is typically used for internal benchmarking, financial modeling, or portfolio evaluation.

Local Currency String False

Specifies the currency in which financial values for this account are recorded. This field supports multi-currency environments by enabling accurate reporting and currency conversion.

Contracts Process String False

Indicates the specific process or workflow used to manage contracts associated with the account, such as negotiation, approval, or execution stages. Mapped from the field 'contracts_process__c'.

Credentials String False

Stores any credential-related data or identifiers tied to the account, such as license numbers or registration codes, as referenced by 'credentials__v'.

Customer Master Status String False

Represents the current synchronization or approval status of the account within the Customer Master system, providing insight into whether the record is active, under review, or blocked. Originates from 'customer_master_status__v'.

Default Inventory Monitoring Type String False

Specifies the default approach or method used to monitor product inventory for the account, such as cycle counts, periodic audits, or system-generated checks. Pulled from 'default_inventory_monitoring_type__v'.

Default Order Type String False

Identifies the standard order classification automatically applied to the account's transactions, such as regular purchase, sample order, or consignment. Value sourced from 'default_order_type__v'.

# Departments Decimal False

Specifies the number of internal or associated departments linked to the account. This field can be deprecated or commented out in the current schema. Sourced from 'departments__c'.

Do Not Call? String False

Flag that designates whether outreach via phone is prohibited for this account, based on regulatory or customer preferences. Derived from 'do_not_call__v'.

Do Not Create Child Account Bool False

Boolean value indicating whether sub-accounts or child account relationships are allowed for this account. When set to true, prevents creation of dependent entities. Comes from 'do_not_create_child_account__v'.

Do Not Sync Sales Data Bool False

Boolean flag that determines whether sales-related data should be excluded from synchronization processes for this account, typically used to control data flow to CRM or analytics platforms. Based on 'do_not_sync_sales_data__v'.

Enable Restricted Products Bool False

Indicates whether this account is restricted from accessing certain product types or therapeutic classes, based on compliance or regulatory requirements. Corresponds to the enable_restricted_products__v field.

Exclude from Zip to Terr Processing Bool False

Flags whether the account should be excluded from ZIP-to-territory alignment processing, which is typically used in territory mapping and field force assignment. Corresponds to the exclude_from_zip_to_terr_processing__v field.

External ID String False

A unique identifier for the account that originates from an external system, enabling data synchronization and integration across platforms. Corresponds to the external_id__v field.

Furigana String False

A phonetic representation of the account's name in Japanese kana characters, used to ensure correct pronunciation and ordering in Japanese-language contexts. Corresponds to the furigana__v field.

Gender String False

Specifies the gender associated with the account, typically used for HCP accounts. Common values can include Male, Female, or Unknown. Corresponds to the gender__v field.

Group Specialty 1 String False

The primary medical or business specialty of the group to which the account belongs. This is used for segmentation and targeting in promotional activities. Corresponds to the group_specialty_1__v field.

Group Specialty 2 String False

The secondary specialty classification of the account's group, providing additional context for categorization and field operations. Corresponds to the group_specialty_2__v field.

HMO Market Shr Double False

Represents the Health Maintenance Organization (HMO) market share percentage associated with the account, used in payer analytics and reimbursement strategy planning. Corresponds to the hmo_market_shr__c field.

HMO/POS Decimal False

Represents the financial or enrollment data for Health Maintenance Organization (HMO) and Point of Service (POS) plans associated with the account. This is used in payer and access analysis within the healthcare network.

HMO Decimal False

Indicates the numerical data related to Health Maintenance Organization (HMO) plan affiliations or coverage under the account. Supports segmentation by insurance type.

Hospital Type String False

Specifies the category of hospital, such as academic, community, teaching, or specialty, that is linked to the account. Helps in classifying healthcare facilities for targeting and reporting.

ID2 String False

An alternate system-generated identifier for the account record, stored in the field id2__v. Commonly used for integrations or deduplication logic.

ID3 String False

The primary system identifier for the account, corresponding to the internal Vault record ID (id__v). This is used for unique identification and reference in related tables.

Inventory Monitoring Type String False

Defines the approach used to track inventory for the account, such as manual reporting, integrated EHR feeds, or third-party systems. Helps determine how inventory data is collected and updated.

Investigator Bool False

Indicates whether the account represents a clinical investigator participating in studies or trials. This is used in research tracking and regulatory reporting.

Key Opinion Leader Bool False

Flags whether the account is recognized as a Key Opinion Leader (KOL), typically used to identify influential professionals within a therapeutic area or market.

ME # String False

Unique identifier assigned to the medical entity (ME) within Veeva Vault, typically used to track provider-level data and alignments.

Master Align Id String False

Reference ID used for master alignment processes across account hierarchies, ensuring consistency in territory alignments and segmentation.

Medicaid Decimal False

Total Medicaid-related financial figures for the account, such as payments or reimbursements, relevant to government-sponsored healthcare programs.

Medical Expenses (PMPM) Decimal False

Per Member Per Month (PMPM) value representing average monthly medical expenses incurred by the account for enrolled individuals.

Medical Expenses (PMPM) Corp Decimal True

Corporate-level PMPM medical expenses, aggregating broader healthcare cost data from enterprise systems into this specific Vault object.

Medical Loss Ratio Double False

Ratio of medical claims paid to premiums collected, used to evaluate the efficiency and cost structure of the account in healthcare contexts.

Medicare Decimal False

Total Medicare-related financial figures tied to the account, capturing data linked to federal health insurance programs for eligible individuals.

Middle Name String False

Middle name or initial associated with the account contact or entity, typically sourced from the Veeva CDA (Customer Data Aggregation) layer.

Mobile ID String False

Unique identifier associated with the mobile record or device linked to the account, facilitating mobile integration and field activity tracking.

Model String False

Specifies the model classification associated with the account, typically used to define business structure or account segmentation such as solo practitioner, group practice, or hospital system.

National Company ID String False

A unique identifier assigned to the account by the national company registry. This value helps ensure consistent identification across multiple systems and business units.

National Healthcare ID String False

Represents the standardized national healthcare identifier for the account, enabling integration and tracking across healthcare-specific systems and regulatory reporting.

NPI # String False

The National Provider Identifier (NPI) assigned to the account, typically a healthcare provider or organization. This is a federally issued 10-digit identification number used for billing, claims, and administrative processes.

Net Income (Loss) (000) Decimal False

The reported net income or loss for the account, expressed in thousands of currency units. Reflects the overall profitability or deficit within a given financial period.

Net Income (Loss) (000) Corp Decimal True

Corporate-level reported net income or loss for the account, expressed in thousands of currency units. This is used primarily for consolidated financial reporting within corporate structures.

No Orders String False

Indicates whether the account has placed any orders. Commonly used as a flag for accounts with no purchasing activity during a specific period or lifecycle stage.

Offerings String False

Lists the available products or services associated with the account. This can include pharmaceutical products, medical devices, consulting packages, or subscription plans, separated by commas.

Order Type String False

Describes the classification of orders linked to the account. The values can include Standard, Rush, Sample, Refill, or Rebate depending on the business context.

PDRP Opt-Out Date Date False

Date on which the practitioner opted out of the Prescription Drug Reporting Program (PDRP), indicating when the individual's exclusion from data sharing or marketing communications became effective.

PDRP Opt-Out Bool False

Indicates whether the practitioner has opted out of the Prescription Drug Reporting Program (PDRP). It is true if the opt-out is active, false otherwise.

PMPM Income (Loss) (000) Decimal False

Represents the per member per month (PMPM) income or loss for the account in thousands of dollars, providing a normalized financial performance metric.

PMPM Income (Loss) (000) Corp Decimal True

Corporate-level per member per month (PMPM) income or loss in thousands of dollars, capturing financial performance from a corporate reporting perspective.

PPO/POS Decimal False

Revenue or cost metric associated with Preferred Provider Organization (PPO) and Point of Service (POS) plan participation, reflecting patient volume or reimbursement activity in these insurance models.

PPO Decimal False

Financial or operational value specifically associated with Preferred Provider Organization (PPO) activities, independent of other insurance types.

Payer Id String False

Unique identifier assigned to the payer organization (such as an insurance company or benefits administrator) that is linked to the account.

Photo String False

Path or identifier for the profile photo or avatar associated with the account, typically stored as a URL or document ID within the system.

Practice Near Hospital? Bool False

Indicates whether the healthcare provider's practice is geographically located near a hospital. This is true if in proximity, false if not.

Practice at Hospital? Bool False

Indicates whether the provider actively practices within a hospital setting. This is true if hospital-based practice is confirmed, false otherwise.

Preferred Name String False

The preferred or commonly used name of the individual associated with the account, which can differ from their legal or official name.

Regional Strategy String False

Custom-defined strategic classification assigned to the account based on geographic region, used to align with marketing, sales, or operational goals.

Restricted Products String False

List of products that are restricted for the account based on compliance, legal, or corporate policy. Restrictions can affect sales eligibility, marketing outreach, or product visibility.

Sample Default String False

Indicates the default sampling status for the account, sourced from the field sample_default__v in Veeva Vault. This can reflect whether the account is pre-set to receive sample materials.

Segmentations String False

Represents the segmentation classifications assigned to the account, as recorded in the segmentations__v field. Common segmentations can include territory grouping, business tier, or product alignment strategy.

Speaker? Bool False

Boolean flag that identifies whether the account has been designated as a speaker, typically for events, webinars, or professional engagements. Derived from speaker__c.

Specialty String False

Denotes the primary area of medical or professional specialization for the account, sourced from specialty_1__v. This could include cardiology, oncology, internal medicine, and others.

Specialty 2 String False

Captures the secondary specialty associated with the account, from the field specialty_2__v. This allows for tracking dual-specialty professionals where applicable.

Spend Amount String False

Indicates the total spend associated with the account, as recorded in spend_amount__c. This value typically reflects promotional, educational, or marketing spend in monetary terms.

Suffix String False

Displays any professional or academic suffix tied to the account, such as MD, DO, PhD, sourced from suffix_cda__v.

Target? Bool False

Boolean field indicating whether the account is actively targeted in sales or marketing campaigns. Based on the field target__c, this flag helps prioritize engagement.

Tax Status String False

Describes the account's tax classification or exemption status, retrieved from tax_status__c. This is useful for compliance and invoicing considerations.

Territory Test Veeva String False

Internal test field (territory_test__v) used to validate or simulate account-territory alignment scenarios within Veeva Vault environments.

Total # Lives Decimal False

Represents the estimated number of covered lives associated with the account, as captured in total_lives__c. Often used in payer or provider segmentation analysis.

Total # MDs/DOs Decimal False

Indicates the total number of licensed MDs and DOs affiliated with the account, from total_mds_dos__c. Supports capacity and reach assessments.

Total # Pharmacists Decimal False

Total number of pharmacists tied to the account, sourced from total_pharmacists__c. Often relevant in retail or hospital network settings.

Total # Physicians Enrolled Decimal False

The total count of physicians enrolled in programs, trials, or initiatives associated with the account, recorded in total_physicians_enrolled__c.

Total Revenue (000) Decimal False

Shows the total revenue generated by the account, expressed in thousands of dollars, from the field total_revenue_000__c. This metric supports financial and performance reporting.

Total Revenue (000) Corp Decimal True

Represents the total corporate revenue for the account, expressed in thousands. This value is typically aggregated from internal financial systems and can be used for reporting and segmentation purposes.

Veeva Link URL String False

Contains the direct URL linking this account record to its associated Veeva Link profile. This can be used for cross-referencing external reference data and enhanced insights.

Match ID String False

A unique identifier used during the account matching process to link this record with potential duplicates or external sources. Supports data deduplication and integrity checks.

WhatsApp String False

Captures the WhatsApp contact number associated with the account, if available. This is useful for tracking communication preferences or enabling messaging campaigns.

SMS String False

Stores the mobile number or short code designated for SMS communication with the account. Enables integration with messaging platforms and outreach initiatives.

Account Source String False

Indicates the origin of the account record, such as CRM import, data migration, or manual entry. Helps in data lineage tracking and record auditing.

Account Description String False

Provides a free-text description or narrative about the account, typically summarizing its key characteristics, purpose, or distinctions.

Fax String False

Contains the fax number associated with the account. Retained for use cases that still require traditional fax communication or historical records.

First Name String False

The given name of the individual associated with the account. This field is relevant when the account represents a person or HCP.

Is Person Account Bool True

Indicates whether the account is classified as a person account rather than a business entity. True for individual-based records such as HCPs.

Last Name String False

The family name or surname of the individual linked to the account. Relevant when the record type is a person account.

Asst. Phone String False

The contact phone number of the assistant or support person affiliated with the account, typically used for scheduling or administrative follow-ups.

Primary Email String False

The main email address associated with the account. Serves as the preferred email for communications, alerts, or correspondence.

Home Phone String False

Represents the home phone number of the person linked to the account. Generally applicable only to person accounts.

Mobile Phone String False

Captures the mobile or cellular phone number of the account, typically used for text messaging or on-the-go communication.

Other Phone String False

An additional or secondary phone number related to the account. This is used when more than one contact number is available.

Title String False

Indicates the professional title or designation of the individual account holder, such as 'Dr.', 'Manager', or 'Pharmacist'.

Office Phone String False

Represents the main office or work phone number associated with the account. Frequently used in Business-to-Business (B2B) or Healthcare Organization (HCO) contexts.

Account Rating String False

Indicates the qualitative or quantitative rating assigned to the account, typically used to assess its importance, potential, or priority within the organization.

Salutation String False

Stores the formal greeting or title for the individual account, such as Mr., Ms., Dr., used in communications and printed materials.

Account Type2 String False

Specifies the secondary classification of the account, helping to further segment accounts beyond the primary account type.

Business Professional Person String False

Flags whether the account is associated with a person who meets criteria for being classified as a business professional, based on industry regulations or internal definitions.

Country String False

Captures the country in which the account is registered or primarily operates, used for regional segmentation, reporting, and compliance.

Primary Parent String False

References the parent account that is hierarchically above this account in the organizational structure, typically used to model business relationships or ownership.

Owner String False

Identifies the internal system user who is currently assigned as the owner of this account, responsible for managing interactions and data updates.

Account Search Business String True

Stores a normalized version of the business name to improve search performance and consistency in lookup operations across the platform.

Account Search FirstLast String True

Stores a search-optimized concatenation of the account's first and last name, formatted as FirstName LastName, to support person-based account queries.

Account Search LastFirst String True

Stores a search-optimized concatenation of the account's name in LastName FirstName format, aiding reverse-name lookup functionality.

Color String True

Represents a color value associated with the account for visual categorization or UI customization within dashboards or reports.

Formatted Name String True

Provides the full formatted display name of the account as it should appear in UI components and formal communications.

Signature Page Display Name String True

Specifies the name that appears on signature pages in documents generated by the system, formatted for legal or professional presentation.

Spend Status Value String True

Contains a numeric or string code representing the account's spend status, used in financial segmentation and compliance workflows.

Spend Status String True

Describes the financial engagement level of the account, indicating whether it is actively spending, inactive, or under review.

Veeva Link String True

Provides a link to the corresponding account profile within Veeva Link, enabling users to access enriched reference data and relationship insights.

Legacy CRM Id String False

Stores the account identifier from a previous CRM system used before migrating to Veeva Vault, for reference and data mapping purposes.

Primary City String False

Captures the primary city associated with the account, typically used in address records and regional reporting.

Primary Country String False

Indicates the main country tied to the account's primary location, supporting geographical grouping and regulatory segmentation.

Primary State String False

Captures the state or province of the account's primary address, used for compliance, routing, and reporting purposes.

Primary Postal Code String False

Stores the zip or postal code of the account's primary address, used in mailings, territory assignment, and location-based analytics.

Engage Profile Status String False

Indicates the current status of the account's Engage profile, such as active, inactive, or pending, used to track digital communication readiness.

Veeva Network ID String False

Unique identifier assigned to the account in the Veeva Network system, used for integration and data synchronization across Veeva applications.

Medical Identifier String False

A standardized medical ID number or code associated with the healthcare professional, often used for credential verification or regulatory purposes.

Country Code String False

Two-letter ISO code representing the country associated with the account's address or licensure.

VCountry String False

Internal Veeva-specific representation of the country, used for localization or regional reporting customization.

Language String False

Preferred language of the healthcare professional or institution, used for content personalization and communication.

In Merge String True

System flag indicating whether the account is currently part of a merge operation or has been recently merged with another record.

HCP Facing Display Name String True

Formatted name string displayed to healthcare professionals in applications or communication materials, which can include honorifics, first name, last name, and suffix.

Veeva ID String False

System-generated unique identifier within Veeva Vault that distinguishes this account from all others.

Prefix String False

Honorific or courtesy title such as Dr., Mr., Ms., typically used in formal communications with the healthcare professional.

Prescriber Bool False

Boolean flag indicating whether the healthcare professional has prescribing authority according to regulatory or institutional guidelines.

Year of Birth Decimal False

Year the healthcare professional was born, used for demographic analysis or compliance segmentation.

Speaker Bool False

Boolean value that designates whether the healthcare professional serves as a speaker for events, webinars, or promotional activities.

Target Bool False

Indicates whether the healthcare professional is considered a strategic engagement target, based on marketing or medical criteria.

HCP Type String False

Defines the professional classification of the healthcare provider, such as physician, nurse practitioner, or pharmacist.

Primary Specialty String False

The main clinical specialty or area of practice for the healthcare professional, such as cardiology or oncology.

All Specialties String False

Comma-separated list of all clinical specialties the professional is associated with, allowing for broader categorization in segmentation.

Primary Specialty Group String False

High-level grouping that categorizes the primary specialty into broader medical fields for reporting purposes.

All Specialty Groups String False

Comma-separated list of all specialty groups applicable to the healthcare professional, supporting multi-specialty classification.

Primary Medical Degree String False

Highest medical degree earned, such as MD, DO, or MBBS, used for qualification and credential records.

All Medical Degrees String False

Comma-separated list of all medical degrees held by the healthcare professional, supporting detailed credential documentation.

Status String False

Current account status in the system, such as Active, Inactive, or Suspended, used for operational and compliance tracking.

Level String False

Categorization of account seniority or role importance, such as Tier 1 or National Key Opinion Leader (KOL).

Adopter Type String False

Indicates the healthcare professional's innovation adoption profile, such as Early Adopter, Majority, or Laggard, often used in marketing strategy.

Age Range String False

Estimated age bracket of the healthcare professional, typically expressed in ranges like 30-39 or 50-59 for demographic segmentation.

Clinical Researcher String False

Boolean value indicating whether the professional is involved in clinical research activities, used for investigator targeting and trial planning.

HCO Type String False

Indicates the classification of the Healthcare Organization (HCO) as defined in the Clinical Data Architecture (CDA). This field helps categorize the organization based on its role in the clinical or research setting.

Website String False

The official website URL of the Healthcare Organization, captured from the CDA system. This is used for reference, communication, and verification purposes.

Study Site Bool False

Boolean flag that specifies whether the Healthcare Organization is designated as an approved study site for clinical trials or research activities. A value of true indicates active participation.

HCO Name String True

The full legal name of the Healthcare Organization as recorded in the CDA system. This serves as the primary display identifier for reporting and data integration.

Primary Owner String False

The username or system identifier of the individual who holds ownership responsibility for the HCO record within Veeva Vault. This owner is typically accountable for data accuracy and updates.

CData Cloud

AccountSearchRuleCriteria

aln_account_search_rule_criteria__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

AccountSearchRules

aln_account_search_rule__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

AccountTactics

Tracks specific tactics or strategies executed at the account level, often aligned with broader marketing or field force initiatives.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for each account tactic record within the Veeva Vault environment.

Account Tactic Type String True

Specifies the classification of the account tactic, indicating the strategic category it falls under, as defined by the object_type__v field.

Global ID String True

A globally unique identifier used to reference the tactic across integrated systems, ensuring consistency in cross-system operations.

Link String False

A system-generated URL or internal reference that provides direct access to the specific account tactic record in Veeva Vault.

Name String False

The user-defined name of the account tactic, typically used to easily identify and differentiate between tactics.

Status String False

Indicates the current state of the account tactic, such as Active, Inactive, Planned, or Completed, as stored in status__v.

Created By String True

The user ID or name of the individual who initially created the account tactic entry in the system.

Created Date Datetime True

Timestamp reflecting the date and time when the account tactic record was first created in Veeva Vault.

Last Modified By String True

User who most recently updated the account tactic record, helping to track the latest changes made.

Last Modified Date Datetime True

The most recent timestamp showing when any modification was made to this account tactic record.

Call Objective Progress Double False

Represents the percentage progress made toward achieving call objectives related to this tactic, based on logged activity.

Complete Bool False

Boolean flag indicating whether the account tactic has been marked as fully completed within the tracking workflow.

Completed Call Objectives Decimal False

Numeric value representing the number of call objectives successfully completed under this tactic.

Description String False

Detailed textual explanation describing the purpose, context, or scope of the account tactic.

Mobile ID String False

Unique identifier used to reference the tactic on mobile devices, supporting offline or field-based operations.

Product String False

Product associated with the account tactic, linking the tactic to a specific pharmaceutical or commercial offering.

Progress Type String False

Defines how progress is measured for the tactic, such as by percentage, milestone completion, or manual status updates.

Progress Double False

Numeric representation of overall progress achieved on the tactic, usually expressed as a percentage value between 0 and 100.

Account Tactic Status String False

The lifecycle status of the account tactic from a business perspective, such as Draft, Submitted, or Approved.

Total Call Objectives Decimal False

The total number of call objectives originally defined for this account tactic.

Type String False

Specifies the subcategory or functional type of the tactic, often used for internal classification and reporting.

Account Plan String False

Reference to the associated account plan, indicating the higher-level strategic initiative this tactic supports.

Account String False

The specific account to which this tactic is assigned, representing the target entity or organization.

Plan Tactic String False

Reference to the corresponding plan tactic, if any, used to further break down the tactic into actionable items.

Product Strategy String False

The overarching product strategy that this tactic supports, helping align field efforts with brand-level goals.

Owner String False

User or system identifier of the individual responsible for managing or executing the account tactic.

Legacy CRM Id String False

Identifier from a previous Customer Relationship Management (CRM) system used to preserve historical data and facilitate data migration or reconciliation.

Product Tactic String False

Reference to a more granular tactic tied to a specific product component, allowing deeper tracking of execution activities.

Share With String False

List of user IDs, roles, or groups with whom this tactic is shared, enabling collaboration or visibility across teams.

CData Cloud

AccountTeamMembers

Defines members of account teams and their respective roles, facilitating collaboration, visibility, and accountability in account planning and execution.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the account team member record, used internally by the system to reference this specific entry.

Account Team Member Type String True

Specifies the type of the account team member record, such as standard team member, collaborator, or other classifications defined by the object type.

Global ID String True

System-generated global identifier used to uniquely identify the account team member across all Vault environments and integrations.

Link String False

System-managed reference URL or internal link that connects to the full record within the Veeva Vault platform.

ID2 String True

Human-readable name or label associated with the account team member record, often used in UIs and search results.

Status String False

Indicates the current operational status of the account team member entry, such as Active, Inactive, or Pending Approval.

Created By String True

User who originally created the account team member record in the system.

Created Date Datetime True

Timestamp marking when the account team member record was first created in the Vault.

Last Modified By String True

User who most recently updated or modified the account team member record.

Last Modified Date Datetime True

Date and time of the last recorded update to the account team member record.

Access String False

Defines the level of access or permissions granted to the account team member, such as read-only, edit, or full control.

External ID String False

Optional external identifier used to map the Vault record to an external system, such as a Customer Relationship Management (CRM) or legacy data source.

Mobile ID String False

Identifier used for referencing the record in mobile or offline scenarios, supporting synchronization with mobile applications.

Role String False

Specifies the assigned role of the team member within the account team, such as Key Account Manager, Medical Lead, or Sales Rep.

Team Member Name String False

Full name of the team member associated with the account, used for display and reporting purposes.

Account Plan String False

Reference to the account plan the team member is associated with, providing strategic context for their involvement.

Team Member String False

Reference field linking to the user or person entity that this team member represents in the Vault system.

Owner String False

Identifier for the user or group that owns the account team member record and is responsible for managing it.

Legacy CRM Id String False

Identifier carried over from a previous Customer Relationship Management(CRM) system to ensure historical continuity and data migration alignment.

CData Cloud

AccountTerritories

Maps accounts to defined sales territories, enabling structured alignment of field personnel and regional strategies.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Account Territory record, typically generated by the system to ensure record uniqueness.

Global ID String True

System-assigned global identifier that ensures consistent referencing of the Account Territory across integrated systems.

Link String False

System-managed link reference used for internal navigation or associations within the Veeva Vault environment.

Name String True

Descriptive name of the Account Territory used for easy identification by users in the system.

Status String False

Current status of the Account Territory record, such as Active, Inactive, or Pending, which helps in managing lifecycle states.

Created By String True

Username or identifier of the user who originally created the Account Territory record.

Created Date Datetime True

Date and time when the Account Territory record was first created, useful for auditing and tracking changes.

Last Modified By String True

Username or identifier of the user who last modified the Account Territory record.

Last Modified Date Datetime True

Date and time when the Account Territory record was most recently updated.

Account String False

Reference to the related Account associated with this territory, indicating which customer or entity the territory is linked to.

External ID String False

User-defined external identifier that maps the Account Territory to an external source or system.

Manual Bool False

Boolean flag indicating whether the territory assignment was manually created by a user.

Rule-based Bool False

Boolean flag indicating whether the territory assignment was generated automatically by a rule engine or predefined logic.

Territory String False

Identifier for the associated Territory, representing a specific geographic or organizational unit.

Legacy CRM Id String False

Identifier from the legacy Customer Relationship Management (CRM) system used to maintain backward compatibility or for migration purposes.

CData Cloud

AccountTerritories2

aln_account_territory__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Name String True

name__v

Status String True

status__v

Global ID String True

global_id__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

AccountTerritoryLoaders

Supports batch loading and updates of account-to-territory relationships, commonly used during data migration or realignment exercises.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for each Account Territory Loader record.

Global ID String True

Globally unique identifier used to track the record across systems and environments.

Link String False

System-generated URL or reference link pointing to the record within Veeva Vault.

Account Territory Loader Name String True

The user-defined name or label assigned to the Account Territory Loader entry for identification and reference.

Status String False

Current status of the record such as Active, Inactive, or Pending, reflecting its lifecycle state.

Created By String True

Username or system account that created this record in the Vault platform.

Created Date Datetime True

Timestamp indicating when the record was initially created.

Last Modified By String True

Username or process that last updated or modified the record.

Last Modified Date Datetime True

Timestamp of the most recent modification to the record.

External ID String False

Custom identifier typically used for integration with external systems to link records uniquely.

Mobile ID String False

Identifier used by mobile clients or applications to reference the record locally or offline.

NAW Alignment String False

Indicates the alignment with National Account Workflow (NAW), defining the account's placement in the broader sales structure.

Territory To Add String False

Specifies the target sales territory or territories to which the account should be newly assigned. Format: comma-separated values with 1 space after each comma.

Territory to Drop String False

Lists any existing sales territories from which the account should be removed. Format: comma-separated values with 1 space after each comma.

Territory List String False

Comprehensive list of territories associated with this account, including those being retained. Format: comma-separated values with 1 space after each comma.

Account String False

Reference to the account being aligned or re-aligned to specific territories.

Owner String False

Vault user or system process responsible for managing the account-territory loader record.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management system used for historical mapping or data migration.

CData Cloud

ActionBlocks

actionblock__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

parent String False

parent

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ActionItems

Captures discrete tasks or follow-ups assigned to users, often linked to workflow activities, meetings, or other business events.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the action item record within the Vault system.

Action Item Type String True

Specifies the type of action item, using Vault object type conventions from the object_type__v field.

Global ID String True

System-generated global identifier for cross-vault uniqueness, stored in the global_id__sys field.

Link String False

System-generated URL link to directly access the action item record in the Vault user interface.

Action Item Name String False

Name or title of the action item, typically used for display in the Vault interface.

Status String False

Current lifecycle status of the action item, based on Vault-defined workflow states (for example, Open, In Progress, Completed).

Created By String True

Username or identifier of the user who originally created the action item in Vault.

Created Date Datetime True

Timestamp capturing the date and time when the action item was first created.

Last Modified By String True

Username or identifier of the user who last modified the action item record.

Last Modified Date Datetime True

Timestamp indicating when the action item was last updated.

Completed Date Date False

Date on which the action item was marked as completed within the system.

Description String False

Detailed narrative or purpose of the action item, entered by the user or imported from external sources.

Due Date Date False

Deadline by which the action item is expected to be completed.

Mobile ID String False

Identifier used by mobile clients to track and sync the action item across devices.

Start Date Date False

The intended or actual date on which work on the action item begins.

Action Item Status String False

Custom status field capturing more granular progress stages beyond standard Vault lifecycle states.

Account Plan String False

Reference to the associated account plan object, establishing context for strategic or tactical alignment.

Account Tactic String False

Reference to a specific tactic under an account plan that the action item supports or implements.

Account String False

Reference to the account entity, such as Healthcare Professional (HCP) or Healthcare Organization (HCO) that the action item is associated with.

Assignee String False

User or role responsible for completing the action item, used for task assignment and notifications.

Call String False

Reference to a related call activity in Vault, linking the action item to a specific customer interaction.

Completed By String False

Username of the user who completed the action item, recorded for audit and reporting purposes.

Plan Tactic String False

Reference to a broader plan tactic outside the account-specific context, linking to cross-functional initiatives.

Owner String False

User ID of the owner or primary stakeholder of the action item, typically the initiator or team lead.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used for back-end synchronization or historical reference.

Share With String False

List of users, roles, or groups with whom the action item is shared, controlling visibility and access.

CData Cloud

ActionTriggers

actiontrigger__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

AddressCoordinates

Stores geolocation data, including latitude and longitude, for addresses to enable mapping, routing, and proximity-based analytics.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the address coordinate record, typically a system-generated UUID.

Address Coordinates Type String True

Specifies the object type classification of the address coordinates, usually used for distinguishing subtypes within the system.

Global ID String True

System-wide globally unique identifier for the address coordinate record, used to link data across environments or systems.

Link String False

System-generated hyperlink reference to the full address coordinate record within the Veeva Vault UI or API.

Address Coordinates Name String True

Human-readable name assigned to the address coordinate record for easy identification and searchability.

Status String False

Current lifecycle status of the address coordinates record, such as active, inactive, or archived.

Created By String True

User identifier of the individual who originally created the record, capturing the audit trail.

Created Date Datetime True

Timestamp indicating when the address coordinate record was initially created in the system.

Last Modified By String True

User identifier of the individual who most recently modified the record, ensuring full traceability.

Last Modified Date Datetime True

Date and time of the most recent update to the address coordinate record.

GeoCode Fail Decimal False

Indicates the number of failed geocoding attempts when attempting to resolve the physical address to latitude and longitude values.

Last GeoCode Date Datetime False

The most recent date on which a geocoding attempt was performed for this record.

Latitude Double False

Geographic latitude value for the address, derived from geocoding the provided address.

Longitude Double False

Geographic longitude value for the address, derived from geocoding the provided address.

Controlling Account String False

Reference to the associated account entity that controls or owns this address coordinate, used for mapping relationships.

Address String False

Full street address associated with the coordinates, including any available formatting based on locale or input standards.

User Detail String False

Additional user-defined or system-collected detail related to the individual or process associated with this address coordinate.

Owner String False

System identifier of the record owner, often mapped to a user, group, or automation process that maintains the data.

Legacy CRM Id String False

Identifier from a previous Customer Relationship Management (CRM) system used before migration to Veeva Vault, retained for historical cross-reference.

CData Cloud

Addresses

Holds postal address information for entities such as accounts or HCPs, supporting mailing, territory assignment, and location-based services.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the address record, used as the primary key within the table.

Address Type String True

Specifies the type of address (for example, office, home, billing) as defined by the object_type__v classification in Veeva Vault.

Global ID String True

System-generated globally unique identifier (GUID) for the address, used to ensure consistent referencing across Vault environments.

Link String False

Internal system link reference that points to the full object or record associated with the address.

Address line 1 String False

Primary line of the street address, usually containing street name and number as stored in name__v.

Status String False

Current lifecycle status of the address record (for example, Active, Inactive), based on status__v field in Vault.

Created By String True

Username or system identifier of the user who created the address record in Vault, from created_by__v.

Created Date Datetime True

Timestamp representing when the address record was initially created, formatted as a datetime value from created_date__v.

Last Modified By String True

Username or system identifier of the last user who updated the record, pulled from modified_by__v.

Last Modified Date Datetime True

Timestamp of the most recent update to the address record, derived from modified_date__v.

ASSMCA String False

Puerto Rico-specific regulatory field indicating the address's association with ASSMCA (Administración de Servicios de Salud Mental y Contra la Adicción), if applicable.

Street Address 2 String False

Secondary address line for additional location details such as suite, floor, or apartment number, taken from street_address_2_cda__v.

Appt. Required Bool False

Boolean value indicating whether an appointment is required to visit this address location, based on appt_required__v.

Billing Bool False

Boolean flag indicating whether this address is designated as a billing address in the system (billing_cda__v = true).

Brick String False

Sales or geographic brick identifier used for territory alignment or marketing segmentation, which is derived from brick__v.

Business Bool False

Boolean indicator identifying if this address is a place of business (true) or not (false), as defined by business_cda__v.

CDS Expiration Date Date False

Date on which the Controlled Dangerous Substances (CDS) license associated with this address expires, stored in cds_expiration_date__v.

CDS Status String False

Current status of the CDS registration associated with this address, such as Active, Expired, or Pending Renewal, based on cds_status__v.

CDS # String False

Unique identifier assigned to the address within the Customer Data Source (CDS) system. This is used for cross-referencing address records with external data feeds.

City String False

The city portion of the physical address, used for geographic categorization and reporting.

Clear GPS Coordinates Bool False

Indicates whether the existing GPS latitude and longitude values should be cleared or reset during data updates.

Comment String False

Optional free-text field that allows users to add additional notes or context related to the address.

Controlled Address Bool False

Specifies whether the address is classified as 'controlled' within regulatory or compliance workflows. This can affect downstream processing or visibility.

Customer Master Status String False

Represents the current integration or validation status of the address within the centralized customer master system.

DEA Address? Bool False

Boolean flag indicating whether this address is approved for use on Drug Enforcement Administration (DEA) licenses or registrations.

DEA Expiration Date Date False

The expiration date of the DEA registration associated with this address, used for compliance and validation.

DEA License Address String False

The physical address associated with the DEA license. Often used as the primary address for regulatory communication.

DEA Schedule String False

Specifies the DEA drug schedules (for example, Schedule II, III, IV) that apply to this address, based on the DEA registration. Values are typically separated by commas: Schedule II, Schedule III, Schedule IV.

DEA Status String False

Current regulatory status of the DEA license associated with this address, such as Active, Expired, or Suspended.

DEA # String False

The DEA registration number linked to this address. Required for activities involving controlled substances.

Entity Reference Id String False

An internal reference ID used to link this address to its parent entity or related data structures within the Vault.

External ID String False

Identifier used to link the address record to external systems or third-party data sources. This can be a Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP) system key.

Fax 2 String False

Secondary fax number for the address, used as an alternative contact method if the primary fax is unavailable.

Fax String False

Primary fax number associated with the address. This is useful for formal document transmissions.

Home Bool False

Indicates whether this address is designated as a home or residential address, as opposed to a business or institutional address.

Inactive Bool False

Indicates whether the address is currently marked as inactive and should be excluded from standard operations or assignments.

Include in Territory Assignment Bool False

Flag indicating whether this address should be considered during territory alignment and assignment processes.

Latitude Double False

The latitude coordinate of the address location, used in mapping, distance calculations, and territory modeling.

License Expiration Date Date False

The expiration date of the professional license associated with this address. Critical for validating healthcare provider status.

License Status String False

Current status of the professional license tied to this address. Values can include Active, Expired, or Pending Verification.

License # String False

Unique identifier for the professional license associated with the address, typically assigned by a regulatory or licensing authority.

Lock Bool False

Indicates whether the address record is locked from further edits. A locked record cannot be modified until the lock is removed.

Longitude Double False

The longitudinal geographic coordinate for the address location, used in mapping and spatial analysis.

Mailing Bool False

Specifies whether this address should be used for receiving mailed correspondence. This is useful for distinguishing between mailing and physical addresses.

Master Align Id String False

Identifier used for alignment with master data records. Helps in associating this address with centrally governed address references.

Mobile ID String False

Unique identifier used for synchronization between Vault and mobile applications. Enables mobile-specific data tracking.

Network ASSMCA Entity ID String False

Identifier issued by ASSMCA (Puerto Rico's Mental Health and Addiction Services Administration) representing a healthcare entity in the Network data model.

Network CDS Entity ID String False

Identifier for the entity as recognized by the Controlled Dangerous Substances (CDS) registry within the Network system.

Network Collaborative Agreement Required String False

Indicates whether a collaborative agreement is required for the healthcare provider at this address to perform certain clinical or prescriptive activities.

Network Comp Prescriptive Authority String False

Details the authority granted to a provider at this address to prescribe compounded medications, based on Network regulations.

Network Comp Sample Eligibility String False

Specifies whether the provider at this address is eligible to receive samples of compounded medications, according to Network rules.

Network Ctrl Sub Prescriptive Authority String False

Indicates whether the provider has authority to prescribe controlled substances at this address, as recognized by Network compliance rules.

Network Ctrl Sub Sample Eligibility String False

Specifies whether the provider is permitted to receive samples of controlled substances at this address, based on Network eligibility.

Network DEA Entity ID String False

The Drug Enforcement Administration (DEA) entity ID associated with the provider at this location, used for controlled substance tracking and verification.

Network Distributor Entity ID String False

Identifier for the distributor organization associated with this address, as maintained in the Network entity registry.

Network License Entity ID String False

Represents the license entity ID within the Network platform that corresponds to the practitioner or organization at this address.

Network License Grace Expiry Date False

Date on which the grace period for the license at this address expires. After this date, the license can be considered inactive or invalid.

Network License Status Condition String False

Status condition of the license as defined by the Network system, indicating whether the license is active, expired, revoked, or suspended.

Network RXA Eligible String False

Indicates whether the provider at this address is eligible for RXA (e-prescription authorization) services under Network criteria.

Network Prescriptive Authority String False

Denotes the provider's eligibility to prescribe medication at this address, as governed by the Network's sample eligibility rules.

No Address Copy Bool False

Prevents this address from being copied into other related or downstream records, typically used to control data propagation.

Office Notes String False

Free-text field for entering internal notes or comments related to the office located at this address. Not typically exposed externally.

Phone 2 String False

Secondary phone number for the address, used when an alternative contact number is available or required.

Phone String False

Primary telephone number associated with the address, typically used for main office contact or verification.

Primary Bool False

Indicates whether this is the primary address for the associated entity. Only one address should be marked as primary.

Sample Send Status String False

Tracks the current status of sample shipments to this address, such as pending, sent, or failed.

Shipping Bool False

Specifies whether this address is eligible to receive shipments. This is useful for differentiating shipping locations from administrative addresses.

Source String False

Indicates the origin of the address record, such as manual entry, integration from an external CRM system, or synchronization with a third-party source.

Staff notes String False

Internal notes or annotations entered by staff regarding this address, typically used for context, instructions, or history related to the location.

State Distributor Category String False

Specifies the classification of the address as it relates to state distribution regulations, such as 'Retail', 'Wholesale', or 'Distributor'.

State Distributor Expiration Date Date False

The expiration date of the distributor's license as recognized by the specific state authority.

State Distributor License Exempt Bool False

Indicates whether the distributor is exempt from holding a license in the specified state (true = exempt, false = license required).

State Distributor Status String False

The current regulatory status of the distributor in the state, such as 'Active', 'Pending', or 'Suspended'.

State Distributor String False

The name or identifier of the distributor as recognized in state-level regulatory systems.

State String False

The U.S. state or Canadian province associated with the address. This can also apply to other international subdivisions where applicable.

Zip + 4 String False

The ZIP+4 postal code, used in the U.S. to provide more precise address routing. Format: 12345-6789.

Postal Code String False

The postal code associated with the address. Supports international formats, including Canadian and European postal systems.

Account String False

The account associated with this address, typically referencing a healthcare organization or business entity in Veeva Vault.

License Valid To Sample String True

The expiration date for the license related to sample distribution for this address. Format typically aligns with regional licensing authorities.

Sample Status String True

Indicates the current sample eligibility or compliance status for the address, such as 'Approved', 'Restricted', or 'Ineligible'.

Country String False

The country associated with the address. Stored in a standardized format for global compatibility.

Legacy CRM Id String False

An identifier carried over from a legacy customer relationship management system. This is used for backward compatibility and data mapping.

Map String True

May reference a map view, coordinates, or other geographic metadata associated with the address.

Veeva Network ID String False

A unique identifier assigned by Veeva Network, used for integration and record matching across systems.

Controlling Parent Account String False

The parent account that governs or oversees the current address or account, typically for hierarchical or compliance purposes.

Controlling Address String False

References the master or primary address from which this address inherits regulatory or organizational control.

Primary Address Reconcile Datetime True

Timestamp of the last reconciliation event used to determine whether this address should be treated as the primary location.

Sample Shipping Bool False

Indicates whether this address is enabled to receive shipments of sample products (true = enabled, false = disabled).

Status2 String False

A secondary or custom-defined status for the address, such as for segmentation, territory planning, or compliance.

Street Address 1 String True

The first line of the street address, typically containing the building number, street name, and unit or suite if applicable.

Best Times String False

Preferred times for making visits, deliveries, or contacts at this address. Stored as a string of time ranges or descriptors.

CDS Schedule String False

The scheduling identifier for CDS (Call, Detail, Sample) activities tied to this address, which can include frequency or day/time preferences.

CData Cloud

Adherences

adherence__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Adherence Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Affiliations

Represents relationships and connections between stakeholders or organizations, such as the affiliations between Healthcare Organizations and Healthcare Professionals (HCP-HCO) or multi-account links.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the affiliation record within Veeva Vault.

Global ID String True

System-level global identifier used to uniquely reference the record across multiple Vaults and integrations.

Link String False

System-managed hyperlink or reference pointer to view or access the record in Vault.

AffiliationNumber String True

User-defined or system-assigned unique number identifying the specific affiliation instance.

Status String False

Current status of the affiliation, indicating whether it is active, inactive, or in another lifecycle stage.

Created By String True

Username or user ID of the person who initially created the affiliation record.

Created Date Datetime True

Date and time when the affiliation record was first created in the system.

Last Modified By String True

Username or user ID of the person who last made updates to the record.

Last Modified Date Datetime True

Date and time of the most recent update made to the affiliation record.

Comments String False

Free-form text field for capturing internal notes, annotations, or relevant contextual comments about the affiliation.

Disable Trigger Bool False

Indicates whether system triggers or workflows should be bypassed during operations involving this record. Set to true to disable triggers.

External Id String False

Identifier used to link the record with external systems or upstream/downstream platforms.

Influence String False

Measure or classification of the influence level that the affiliated party has within the organizational or medical network.

Mobile ID String False

Identifier used by mobile applications to uniquely track the affiliation record outside the core platform.

Parent Bool False

Flag indicating whether this record represents a parent-level affiliation in a hierarchical relationship.

Relationship Strength String False

Qualitative or quantitative indicator of how strong or influential the affiliation relationship is, such as weak, moderate, or strong.

Role String False

The role played by the affiliated entity in the context of the relationship, such as advisor, consultant, or collaborator.

Therapeutic Area String False

Therapeutic area or medical domain to which the affiliation pertains, such as oncology, cardiology, or neurology.

To Account Affiliation Count Decimal False

Number of other affiliations associated with the 'To Account' in this relationship, representing network density or involvement.

Destroy Bool False

Flag that determines whether this record is marked for deletion through a controlled lifecycle or purge process.

Child Affiliation String False

Identifier or reference to a subordinate affiliation record that is logically linked to this parent affiliation.

From Account String False

Reference to the originating or primary account entity in the affiliation relationship.

To Account String False

Reference to the destination or counterpart account entity in the affiliation relationship.

Owner String False

User or group that owns or is responsible for managing the affiliation record.

To Account Identifier String True

External or internal unique identifier specifically associated with the 'To Account' entity.

To Account Name String True

Display name or formal name of the account that is on the receiving end of the affiliation relationship.

To Account Record Type String True

Type of record or classification assigned to the 'To Account', such as Healthcare Organization (HCO), Healthcare Professional (HCP), or medical organization.

Legacy CRM Id String False

Identifier from a previous Customer Relationship Management (CRM) system used to track historical affiliation data prior to migration into Vault.

To Medical Identifier String True

Unique identifier associated with the 'To Person' or 'To Account' in a medical registry or system.

From Person String False

Reference to the individual (for example, healthcare professional) initiating or associated with the affiliation from one side.

To Person String False

Reference to the individual (for example, healthcare professional) on the receiving end of the affiliation relationship.

CData Cloud

AlertProfiles

Defines configuration templates for system alerts, including criteria and notification settings, used to manage business-critical exceptions or conditions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the alert profile record. This is used as the primary key within the database.

Global ID String True

Globally unique identifier assigned by the Veeva Vault system. This is used for cross-system data integration and traceability.

Link String False

System-generated link that provides direct access to the alert profile record in the Vault user interface.

Alert Profile Name String True

User-defined name of the alert profile. This value is typically displayed in the application interface and used for reference.

Status String False

Current lifecycle status of the alert profile, such as Active, Inactive, or Deprecated, reflecting its operational state.

Created By String True

Username or identifier of the user who initially created the alert profile record in the Vault system.

Created Date Datetime True

Timestamp indicating when the alert profile record was originally created in the Vault system.

Last Modified By String True

Username or identifier of the user who most recently modified the alert profile record.

Last Modified Date Datetime True

Timestamp of the most recent update to the alert profile, reflecting when any change was last saved.

External_ID String False

Identifier used to reference this alert profile in external systems. Supports integrations and third-party mapping.

Last Push Notify APNS Date/Time Datetime False

Timestamp of the most recent Apple Push Notification Service (APNS) message triggered by this alert profile.

Profile Name String False

Name assigned to the profile associated with this alert, used for display and organizational purposes.

Profile String False

Reference to the associated user profile or configuration profile to which this alert is applied.

Alert String False

Identifier or reference to the specific alert definition this profile is configured to trigger or monitor.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system, allowing for historical data linkage and migration tracking.

Application Profile String False

Configuration profile specifying application-level behaviors, preferences, or alert delivery rules associated with this alert profile.

CData Cloud

Alerts

Stores generated alerts based on configured rules or events, providing visibility into exceptions, approvals, or other actionable system conditions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the alert record within the Vault system.

Global ID String True

System-generated global identifier used to uniquely identify the alert across environments or integrations.

Link String False

System-defined hyperlink directing users to a relevant Vault object or external resource associated with the alert.

Title String False

Title or subject line of the alert as stored in the Vault field 'name__v'. Serves as a brief summary for the alert.

Status String False

Current lifecycle state or status of the alert (for example, Draft, Active, Inactive) from the 'status__v' field.

Created By String True

Username or system ID of the user who originally created the alert, based on 'created_by__v'.

Created Date Datetime True

Timestamp indicating when the alert was initially created in Vault, derived from 'created_date__v'.

Last Modified By String True

Username or system ID of the person who last modified the alert, referencing 'modified_by__v'.

Last Modified Date Datetime True

Date and time when the alert record was last updated, as recorded in 'modified_date__v'.

Activation Date Datetime False

Date and time when the alert became active or visible to users, pulled from 'activation_date__v'.

Alert Text String False

Full body text of the alert message as shown to end users, stored in 'alert_text__v'.

Dismissible Bool False

Indicates whether users can dismiss or hide the alert manually. Derived from the boolean field 'dismissible__v'.

Expiration Date Datetime False

Date and time when the alert will automatically expire or become inactive, based on 'expiration_date__v'.

Last Push Notify APNS Date/Time Datetime False

Timestamp of the most recent Apple Push Notification Service (APNS) delivery attempt for this alert, stored in 'last_push_notify_apns_datetime__v'.

Link Reference Long String False

Extended or descriptive form of the reference link associated with the alert, stored in 'link_reference_long__v'.

Link Reference String False

Short or coded form of the link reference used to associate the alert with an internal object or record, from 'link_reference__v'.

Priority String False

Indicates the level of importance of the alert (for example, Low, Medium, High), stored in 'priority__v'.

Public Bool False

Boolean flag specifying whether the alert is visible to all users (public = true) or restricted to specific roles (public = false).

Push Notify APNS Status String False

Status of the most recent push notification attempt via Apple Push Notification Service, such as Sent, Failed, or Pending. Comes from 'push_notify_apns_status__v'.

Owner String False

User ID or group responsible for managing or reviewing the alert. Maps to the Vault field 'ownerid__v'.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system that is used to trace or map historical alert data, stored in 'legacy_crm_id__v'.

CData Cloud

AlertUserActions

Stores a log of user-initiated actions triggered by Vault alerts, capturing details such as the action type, timestamp, user information, and associated alert metadata for compliance tracking and audit purposes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the alert user action record within the Vault system.

Global ID String True

Globally unique system-managed identifier used for cross-environment or cross-system reference.

Link String False

System-generated hyperlink reference to the alert user action record, useful for UI-based redirection or API retrieval.

Alert User Name String True

Name of the user associated with the alert action, typically representing the Vault user who received or interacted with the alert.

Status String False

Current status of the alert action for the user, such as Active, Dismissed, or Acknowledged.

Created By String True

Username or identifier of the Vault user who originally created the alert user action record.

Created Date Datetime True

Timestamp indicating when the alert user action record was first created in the Vault system.

Last Modified By String True

Username or identifier of the user who last modified the alert user action record.

Last Modified Date Datetime True

Timestamp of the most recent modification made to the alert user action record.

Dismissed Bool False

Boolean flag indicating whether the user has dismissed the alert. This is true if the alert is no longer shown to the user.

External_ID String False

Custom external system identifier used for integration or synchronization with third-party systems.

Last Push Notify APNS Date/Time Datetime False

Date and time of the last push notification sent to the user's Apple device via APNS (Apple Push Notification Service).

Mobile ID String False

Unique identifier associated with the user's mobile device, used for mobile alert delivery and tracking.

Alert String False

Reference to the parent alert record that this user action is associated with.

User String False

Reference to the user who received or responded to the alert.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system, retained for data migration or historical mapping purposes.

CData Cloud

AlignSettings

Contains configuration settings related to the align integration within Veeva Vault, including parameters that control data synchronization, field mappings, and scheduling preferences for alignment-related data.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the AlignSettings record, typically used as the primary key in the table.

Global ID String True

System-generated global identifier that ensures uniqueness across environments and systems within Vault.

Link String False

System-generated link that provides direct access to the AlignSettings record through the Vault user interface or API.

Name String False

User-defined name for the alignment setting, used to identify the configuration within the application.

Status String False

Current status of the alignment setting, such as Active, Inactive, or Archived, reflecting its operational state in Vault.

Created By String True

Username or identifier of the user or process that initially created the AlignSettings record.

Created Date Datetime True

Timestamp indicating when the AlignSettings record was first created in the system.

Last Modified By String True

Username or identifier of the user or integration that last updated the AlignSettings record.

Last Modified Date Datetime True

Timestamp capturing the most recent modification date of the AlignSettings entry.

Align Mode Decimal False

Numeric code representing the mode of alignment being applied, used to drive business logic or integration behavior. May correspond to specific predefined strategies or algorithms.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to link or map alignment settings during system migrations or integration scenarios.

CData Cloud

AnalyticMarkets

Defines the market entities used in analytics reporting, such as geographic regions, territories, or commercial segments, and links them with associated attributes used for sales and performance tracking.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Analytic Market record, used internally to distinguish each row within the table.

Global ID String True

System-generated global identifier that ensures uniqueness across different vaults and environments.

Link String False

Internal system reference or hyperlink pointing to the full record or associated metadata within Veeva Vault.

Name String False

Descriptive name assigned to the Analytic Market, typically used for labeling and filtering within analytic views.

Status String False

Indicates the current lifecycle status of the Analytic Market entry, such as Active, Inactive, or Archived.

Created By String True

Username or system identifier of the user who initially created the Analytic Market record.

Created Date Datetime True

Timestamp capturing when the Analytic Market entry was first created in the system.

Last Modified By String True

Username or system identifier of the user who most recently modified the Analytic Market record.

Last Modified Date Datetime True

Timestamp indicating the last time any updates were made to the Analytic Market entry.

Time Periods String False

Comma-separated list of time intervals (for example, Q1 2024, Q2 2024) associated with the market analysis. Values are stored as a single string.

Time Scales String False

Comma-separated list of granularities (for example, daily, weekly, monthly) used in reporting metrics for the analytic market. Each value denotes a distinct resolution of time-based data.

Owner String False

Vault user ID of the individual or group responsible for managing the Analytic Market record.

Legacy CRM Id String False

Identifier referencing the Analytic Market entry in an older or external Customer Relationship Management (CRM) system, used for data migration or cross-platform traceability.

CData Cloud

AnalyticsDataChannels

Houses information on the various data channels through which analytics data is received or processed, including channel identifiers, types, and associated integration metadata.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Analytics Data Channel record, used as the primary key for internal reference.

Global ID String True

System-generated globally unique identifier that ensures consistency and traceability across environments and systems.

Link String False

System-managed link to the object within Veeva Vault. This is useful for navigating directly to the data channel in the application UI.

Data Channel String False

Internal name of the analytics data channel, which categorizes the type or purpose of the data being processed or visualized.

Status String False

Current operational status of the data channel. This can indicate whether the channel is active, inactive, or deprecated.

Created By String True

Username or identifier of the user who originally created this data channel record in the system.

Created Date Datetime True

Timestamp recording when the data channel entry was initially created in the system.

Last Modified By String True

Username or identifier of the user who last modified this data channel record.

Last Modified Date Datetime True

Timestamp capturing the most recent update made to this record, reflecting its last modification in the system.

Display Name String False

Human-readable label for the data channel, used in dashboards and user interfaces to clearly represent the channel's function.

Owner String False

Identifier of the user, team, or business unit that owns or is responsible for this analytics data channel.

Legacy CRM Id String False

Identifier from the legacy Customer Relationship Management (CRM) system associated with this data channel, used for historical reference or integration purposes.

CData Cloud

AnalyticsFileMarketMaps

Maps incoming analytics files to specific market definitions, enabling accurate association of file contents with predefined markets during processing and analysis workflows.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the current record in the AnalyticsFileMarketMap table, typically used as the primary key.

Global ID String True

System-generated global identifier (__sys) that ensures uniqueness across all Veeva Vault environments and records.

Link String False

System-managed hyperlink (__sys) to the Vault UI location of the current record, used for internal navigation or integration references.

Id2 String True

Business-specific secondary identifier sourced from the 'name__v' field, often used for human-readable identification of records.

Status String False

Indicates the current lifecycle state or workflow status of the record, as defined in the 'status__v' field of the Vault configuration.

Created By String True

Username or identifier of the user who initially created the record, as captured in the 'created_by__v' audit field.

Created Date Datetime True

Timestamp indicating when the record was first created, sourced from the 'created_date__v' system-managed field.

Last Modified By String True

Username or identifier of the user who most recently modified the record, stored in the 'modified_by__v' audit field.

Last Modified Date Datetime True

Date and time of the most recent update to the record, sourced from 'modified_date__v'.

Analytics Files String False

Reference to one or more analytics file entries (analytics_files__v) that are associated with this market mapping instance.

Market String False

Name or identifier of the commercial or geographic market (market__v) to which the analytics file is mapped.

Legacy CRM Id String False

Identifier from the legacy Customer Relationship Management (CRM) system, used to maintain traceability and linkage during historical data migration or integration.

CData Cloud

AnalyticsFiles

Tracks metadata for uploaded analytics files, including file names, source systems, ingestion status, timestamps, and any transformation details applied during data processing.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the analytics file record in the Vault system.

Global ID String True

System-generated global identifier used to uniquely identify the record across environments and integrations.

Link String False

System-generated internal Vault link used for navigating directly to the analytics file within the Vault platform.

File Id String True

Internal Veeva Vault name used to reference the file in the system, which is not necessarily the same as the display file name.

Status String False

Current lifecycle status of the analytics file, reflecting where it stands in processing or validation.

Created By String True

Username of the user who originally uploaded or created the analytics file.

Created Date Datetime True

Timestamp indicating when the analytics file was initially created in the system.

Last Modified By String True

Username of the user who last modified the analytics file record.

Last Modified Date Datetime True

Timestamp reflecting the most recent update to the analytics file metadata or content.

Analytics Location String False

Path or storage location identifier where the file is hosted within the analytics repository.

Buckets Decimal False

Numeric value representing the number of segment buckets defined for data classification in the file.

Column Label String False

Primary label used in reports to identify the first major data column in the analytics file.

Contains Goals? Bool False

Indicates whether the file includes predefined sales or performance goals (true or false).

Data Date Date False

The date associated with the data snapshot contained in the file. This is used for reporting alignment.

Data Map Template Id String False

Reference to the data mapping template that defines how columns in the file map to standardized fields.

Date Processed Datetime False

Timestamp marking when the file was last processed through the analytics pipeline.

Decimal Places Decimal False

Defines how many decimal places should be applied when displaying numeric metrics from the file.

Enable Market Sales Analysis Report? Bool False

Flag indicating if this file should be included in market-level sales analysis reporting (true or false).

Error Reports Status Bool False

Indicates whether error reporting is enabled for this file's data validation process (true or false).

FTP User Name String False

FTP username associated with the account used to upload the file into the Vault system.

File Name String False

The original or user-defined name of the uploaded file, typically visible in the Vault UI.

Formulary for Rep Label String False

Label indicating whether the file includes formulary-related data relevant to field representatives.

Incremental Load Type String False

Type of incremental load (such as 'append', 'update', or 'overwrite') used when ingesting this data file.

Incremental Bool False

Boolean flag indicating whether the data file is part of an incremental load process (true or false).

Mapped Fields String False

Comma-separated list of fields in the file that have been successfully mapped to standard Vault schema fields.

Markets Mapped? Bool False

Indicates whether market-level mapping has been completed for the data within the file (true or false).

Override Account Threshold Bool False

Flag that, when true, allows override of the default account threshold during data import or analysis.

Payer/Plan Mapped? Bool False

Indicates whether payer or plan-level mappings have been applied to the data (true or false).

Row Count Decimal False

Total number of data rows contained in the uploaded file.

Scale String False

Unit of measure or multiplier used to normalize numeric values, such as 'units', 'thousands', or 'millions'.

Second Column Label String False

Secondary label used in reports to represent a second major metric or classification in the file.

Simplified Indexing Bool False

Boolean value indicating whether simplified indexing logic is applied to speed up data access or reporting.

Analytics Files Status String False

Status field showing the current processing state of the file in the analytics workflow.

Territory Names Included? Bool False

Boolean flag showing whether territory-level identifiers or labels are present in the data file.

Type String False

Category or classification of the file, such as 'sales', 'call activity', or 'formulary'.

Market String False

Identifies the market or therapeutic area that the file data pertains to.

Owner String False

User or team that owns the file record and is responsible for its accuracy and management.

Legacy CRM Id String False

Reference identifier used to map the analytics file back to a corresponding record in a legacy Customer Relationship Management (CRM) system.

CData Cloud

AnalyticsFilters

Contains filter definitions used in analytics dashboards and reports, including criteria expressions, linked fields, and user-defined filtering logic for customizing data views.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the analytics file record, typically used as the primary key in the table.

Global ID String True

System-assigned globally unique identifier for the record, used for cross-system synchronization and data consistency.

Link String False

System-generated URL or reference link that points to the analytics file or associated resource within Veeva Vault.

Analytics Filters Name String False

User-defined name for the set of analytics filters applied to the report. This value helps in identifying the filter configuration used.

Status String False

Indicates the current state of the analytics file, such as active, archived, or in-progress. This is useful for workflow and access control.

Created By String True

User ID of the individual who created the analytics file entry. This is typically captured from the user's Vault session at the time of creation.

Created Date Datetime True

Timestamp representing when the analytics file was initially created in the system. This is used for auditing and sorting.

Last Modified By String True

User ID of the last individual who modified the analytics file entry. This is useful for tracking update ownership.

Last Modified Date Datetime True

Timestamp representing the most recent modification to the analytics file. This is useful for version control and audit tracking.

Analytics Report String False

Reference to the associated analytics report that this file supports or is derived from. May include report ID or name.

Filters String False

Serialized or delimited list of filters applied to generate the analytics report. This is typically includes fields like region, date range, and product.

Mobile ID String False

Identifier used by mobile applications to track or reference the analytics file in offline or mobile workflows.

Owner String False

User ID or group ID representing the owner of the analytics file. Ownership can dictate access rights and visibility.

Legacy CRM Id String False

Identifier inherited from a previous Customer Relationship Management (CRM) system. Retained for historical reference and data migration mapping.

CData Cloud

AnalyticsLayouts

Defines layout templates for presenting analytics data, including visual arrangements, chart configurations, and field placements for reports and dashboards.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the analytics layout record within the Vault system. This ID is system-generated and immutable.

Analytics Layouts Type String True

Indicates the Vault object type classification for the analytics layout, typically used internally to identify the record structure.

Global ID String True

Globally unique identifier assigned by the Vault system to ensure record traceability across environments and integrations.

Link String False

System-generated URL link that provides direct access to the analytics layout record within the Vault user interface.

Analytics Layouts Name String True

Human-readable name of the analytics layout as defined by users or administrators. This is used for display and identification purposes.

Status String False

Current lifecycle state or operational status of the analytics layout (such as Active, Inactive, or Draft). Helps manage layout availability and usage.

Created By String True

Username or system identifier of the user who originally created the analytics layout record.

Created Date Datetime True

Timestamp indicating when the analytics layout record was initially created. Stored in UTC and includes both date and time.

Last Modified By String True

Username or system identifier of the user who last updated the analytics layout record.

Last Modified Date Datetime True

Timestamp indicating the most recent update to the analytics layout record. Stored in UTC and includes both date and time.

Owner String False

Identifier of the user or group who owns the analytics layout record. This can control edit permissions or visibility.

Legacy CRM Id String False

Identifier used in a legacy Customer Relationship Management (CRM) system to reference this layout. Retained for data migration or historical reference.

CData Cloud

AnalyticsProductGroups

Manages the classification of products into analytical product groups, supporting grouped metrics, comparative analysis, and structured reporting within Vault's analytics module.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the product group record.

Global ID String True

Globally unique system identifier assigned by Veeva Vault to this product group record.

Link String False

System-generated hyperlink reference pointing to the product group record within the Vault system.

Product Group String False

Name or title assigned to the product group, typically used for grouping related pharmaceutical or medical products.

Status String False

Current lifecycle status of the product group, such as Active, Inactive, or Archived.

Created By String True

Username or identifier of the user who originally created the product group record.

Created Date Datetime True

Timestamp indicating when the product group record was first created in the system.

Last Modified By String True

Username or identifier of the user who most recently modified the product group record.

Last Modified Date Datetime True

Timestamp of the most recent modification made to the product group record.

Company Product Group Bool False

Indicates whether the product group is classified as a company-level grouping rather than region- or market-specific.

Display In Reports? Bool False

Specifies whether this product group should be included in analytics and reporting outputs.

Display Name String False

User-friendly name for the product group, optimized for display in user interfaces and reports.

Display Order Decimal False

Numeric value representing the order in which this product group should appear relative to others in sorted views.

Do Not Display in Formulary for Rep Bool False

Boolean flag that, if true, hides this product group from representative-facing formulary views.

External Id String False

Optional identifier used to map this product group to external systems or reference datasets.

Market String False

Name or code of the commercial or regulatory market associated with the product group.

Parent Product Group String False

Identifier or name of the higher-level product group that this group is nested under, if applicable.

Owner String False

Identifier of the user, group, or system responsible for maintaining the product group record.

Legacy CRM Id String False

Identifier used by legacy Customer Relationship Management (CRM) systems to reference this product group before migration to Veeva Vault.

Country String False

Country or region associated with the product group, typically based on commercial or regulatory boundaries.

CData Cloud

AnswerLibraryDesigns

answer_library_design__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Name String True

name__v

Status String True

status__v

Global ID String True

global_id__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ApplicationLabels

Stores localized label definitions used across the application interface. Each record represents a distinct label that supports multilingual display of UI elements within Veeva Vault applications.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the application label record, typically auto-generated by the system.

Application Label Type String True

Specifies the type of object the label is associated with, as defined by the Veeva object_type__v field.

Global ID String True

System-generated global identifier used to uniquely identify this record across environments.

Link String False

System-defined link or URL pointing to the detail page of the record within Vault.

Application Label Name String True

Human-readable name assigned to the application label for display purposes.

Status String False

Current lifecycle status of the label, indicating whether it is active, inactive, or archived.

Created By String True

Username or system identifier of the user who initially created the record.

Created Date Datetime True

Timestamp indicating when the record was first created in the system.

Last Modified By String True

Username or identifier of the user who last updated the record.

Last Modified Date Datetime True

Timestamp of the most recent update to the record's data.

Component Name String False

Name of the Vault component to which the label applies, such as a tab or page layout.

External ID String False

Optional external system reference used to map this label to data from outside Vault.

Field Name String False

API name of the Vault field that the label is associated with or overrides.

Is Medical Bool False

Boolean flag indicating whether the label is related to medical content or processes.

Label String False

The localized or user-facing text displayed in the Vault UI for the associated field or component.

Object API Name String False

API name of the Vault object that owns the label, used for programmatic access.

Record Type Name String False

Name of the record type the label is targeting, allowing for label customization based on record type.

Target Record Type ID String False

System identifier for the specific record type that the label is intended to override or extend.

Original Message String False

Original message or label text before any customization was applied.

Replacement Message String False

Custom message or text that replaces the original label in the UI.

Owner String False

Identifier of the user or group designated as the record owner within Vault.

Legacy CRM Id String False

Identifier from the legacy Customer Relationship Management (CRM) system, if the label was migrated or synchronized from external data sources.

Language String False

Language code indicating the locale for which this label is defined, such as en_US or fr_FR.

CData Cloud

ApplicationRoles

Defines user roles at the application level, specifying access permissions, capabilities, and security settings that control what actions users can perform within the Vault environment.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the application role record, typically used as the primary key for reference and joins.

Label String False

Display name of the application role as seen in the user interface. This is typically user-friendly and can be localized.

Status String False

Indicates the current status of the application role, such as Active or Inactive, determining whether it can be assigned.

Description String False

Detailed description of the role's purpose or usage within the application, intended to clarify its function for administrators.

Created By String True

Username or system identifier of the user who originally created the application role entry.

Created Date Datetime True

Timestamp representing the date and time when the application role record was first created.

Last Modified By String True

Username or system identifier of the user who most recently updated the application role record.

Last Modified Date Datetime True

Timestamp indicating when the application role entry was last modified.

Name String False

API-accessible name of the application role, typically used in integration logic and configuration scripts.

Global ID String True

System-generated globally unique identifier that persists across environments and is used for cross-system referencing.

Link String False

System-level URL or reference link to this specific application role resource within the Vault platform.

Constrain User Role Setup Bool False

Boolean flag indicating whether strict constraints are enforced when assigning users to this role, ensuring compliance with predefined rules.

Permission Set String False

Name of the associated permission set that defines the capabilities and access levels granted by this role.

CData Cloud

ApplicationSettingReports

applicationsettingreport__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ApprovalMappings

aln_approval_mapping__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ApprovedDocuments

Contains records of documents that have been officially approved through Vault's document lifecycle processes. Includes metadata such as approval status, version history, and related workflows.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the approved document record within the system, typically auto-generated and used as a primary key.

Approved Document Type String True

Specifies the object type of the approved document, as defined by Vault's object model. Commonly reflects the classification or template used.

Global ID String True

System-generated identifier used to uniquely represent the document across all Vault instances and integrations.

Link String False

System URL link that provides direct access to view or download the approved document in Vault.

Approved Document Name String False

The official name or title of the approved document, typically stored in the 'name__v' field in Vault.

Status String False

Indicates the current approval or workflow status of the document, such as Draft, Approved, or Obsolete.

Created By String True

The username or system identifier of the user who initially created the document entry in Vault.

Created Date Datetime True

The timestamp indicating when the document record was first created in Vault.

Last Modified By String True

The username or identifier of the last user who updated the document entry.

Last Modified Date Datetime True

The timestamp of the most recent modification made to the document record.

Allow Any Product Fragment Bool False

Specifies whether the document can be associated with any product fragment without restriction. When set to true, all fragments are permitted.

Allowed Document IDs String False

A comma-separated list of Vault document IDs that are explicitly allowed for association or referencing. Format: id1, id2, id3.

Audience String False

Defines the intended audience for the document, which can include specific roles, territories, or user groups.

Bcc String False

List of users or groups to be blind carbon copied when the document is distributed. Stored as a comma-separated string.

Check Consent String False

Indicates whether consent validation is required before distributing or displaying the document to users.

Description String False

A detailed textual description of the document's contents, purpose, or context as defined by the owner or creator.

Document Host String False

The fully qualified URL of the host or server that stores the approved document, typically external to Vault.

Veeva External ID String False

External identifier assigned to the document for integration with external systems. Often aligns with a source system's reference.

Last Modified in Vault Datetime False

The date and time when the document metadata or content was last updated within Veeva Vault specifically.

Insert Documents Bool False

Indicates whether documents can be included as attachments or links in outbound emails. This setting governs whether document distribution via email is permitted.

Email Domain String False

Specifies the domain used in the sender's email address when distributing approved content, such as @pharma-company.com.

From Address String False

The email address that appears in the 'From' field of outbound communications containing approved documents. This is used to indicate the source of the message.

From Name String False

The display name shown in the 'From' field of outgoing emails. This is typically represents a department, brand, or user responsible for the email.

Reply to Address String False

The email address that recipients should reply to when responding to emails with approved documents. This can differ from the sender address for routing purposes.

Reply to Name String False

The display name that accompanies the 'Reply-To' address in the email header. Helps clarify the intended contact for replies.

Subject String False

The subject line used in emails distributing approved documents. This is typically includes campaign-specific or document-specific context to inform recipients.

Email Footer Document ID String False

The Vault document ID referencing the footer fragment used in email templates. Commonly contains legal disclaimers, opt-out information, or branding.

Engage Document Id String False

The document ID used within Veeva Engage for remote detailing or rep-triggered email. Connects this record to its Engage content counterpart.

Events Management Subtype String False

Indicates the specific subtype of an events management scenario that this approved document is associated with. Helps categorize document usage in event contexts.

ISI Document ID String False

The document ID for the Important Safety Information (ISI) document that must accompany promotional content. Required for compliance.

Other Document IDs String False

A comma-separated list of Vault document IDs representing additional supporting documents associated with the approved content (for example, 12345, 23456, 34567).

PI Document ID String False

The document ID of the Prescribing Information (PI) file that provides essential medical guidance and must accompany certain promotional assets.

Piece Document ID String False

The document ID of the primary promotional piece. Serves as the anchor document for the rest of the content in this record.

Publish Method String False

Specifies how the approved document is distributed, such as email, download link, or embedded content. Controls the method of delivery.

Approved Document Status String False

Represents the workflow status of the approved document within Vault (for example, Approved, In Review, or Retired).

Territory String False

Identifies the sales or regulatory territory for which the approved content is authorized. This is used to enforce geographical compliance rules.

Document ID String False

The unique identifier for the document within Vault. Links this record to the actual document stored in the Vault platform.

Vault ID String False

The identifier of the specific Vault instance where the document resides. This is useful in multi-instance environments or integrations.

Content Type String False

Describes the category or classification of the approved content, such as Email Template, Sales Aid, or PI Document.

Product Group String False

References the product detail group associated with the approved document, used to classify content under a specific therapeutic or promotional group within the Veeva Vault environment.

Key Message String False

Points to the approved key message linked to this document, which is typically a standardized, regulatory-compliant communication used in marketing or sales materials.

Product String False

Identifies the primary product that this approved document supports or promotes, aligned with commercial or medical messaging strategies.

Survey String False

Indicates the survey or feedback mechanism related to this document, often used to assess message recall or HCP engagement.

Owner String False

Specifies the user ID of the Vault owner responsible for this document, generally the person accountable for content management or lifecycle control.

Legacy CRM Id String False

Contains the identifier used in legacy Customer Relationship Management (CRM) systems to associate this document with historical records, supporting system migrations and data lineage.

Veeva Content String False

Flag or reference indicating whether the content is Veeva-managed, enabling integration with downstream modules such as CLM or Vault PromoMats.

Content Target Platform String False

Denotes the intended platform(s) for document deployment such as CRM, Approved Email, or external channels like websites or apps.

Language String False

Indicates the language in which the document content is authored, ensuring correct localization and regulatory compliance for international markets.

Hidden? Bool False

Boolean flag indicating whether this document is hidden from general user access or reporting views, often used for archival or admin-only content.

Is Email Builder Bool False

Specifies whether this document is enabled for use in the Veeva Email Builder tool, allowing modular email content assembly.

Email Builder String False

References the specific email builder configuration associated with this document, such as a template or content block used in multichannel campaigns.

Trigger Timestamp Datetime False

Captures the date and time when the document was last activated or triggered by an automated or manual workflow event.

Email Fragment HTML String False

Path or identifier for the HTML file used as an email content fragment, designed for modular reuse within Veeva Approved Email.

Email HTML String False

Path or identifier for the main HTML file representing the complete email body that gets sent to recipients through Veeva systems.

Email Footer HTML String False

Path or identifier for the HTML file used as the email footer fragment, containing regulatory disclaimers, contact info, or unsubscribe links.

CData Cloud

ApprovedEmailSettings

Manages configuration settings related to the Approved Email feature in Veeva Vault. This includes default templates, distribution rules, and channel preferences for compliant email communication.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Approved Email Settings record within the Vault system.

Global ID String True

System-generated global identifier used across environments to reference this record uniquely.

Link String False

System-managed hyperlink reference to the record's location within the Vault user interface.

Name String False

The display name or label assigned to the Approved Email Settings configuration.

Status String False

The current lifecycle state or operational status of the Approved Email Settings record.

Created By String True

Username or system identity that initially created this Approved Email Settings record.

Created Date Datetime True

Timestamp indicating when the Approved Email Settings record was first created.

Last Modified By String True

Username or system identity that most recently modified the record.

Last Modified Date Datetime True

Timestamp capturing the most recent update to the Approved Email Settings configuration.

Additional Recipients String False

Comma-separated list of additional recipients to be included in approved email communications.

Approved Email Consent Mode Decimal False

Numerical indicator of the consent mode being enforced for approved email communications (for example, explicit, implied).

Approved Email Consent Label String False

Customizable consent text that appears in approved emails to comply with consent policies.

Approved Email Volume-Count Threshold Decimal False

Maximum number of approved emails that can be sent within the configured volume count threshold.

Approved Email Opt-in Disclaimer String False

Custom disclaimer text presented in approved emails to inform users about opt-in policies.

Approved Email Domain String False

Permitted domain or subdomain from which approved emails can be sent, helping restrict unauthorized use.

Approved Email Volume-Duration Threshold Decimal False

Time-based threshold, in days or another time unit, that limits how frequently approved emails can be sent.

Approved Email Field Exclusion List String False

List of field names to be excluded from email generation or personalization to ensure privacy or compliance.

Approved Email Filter Fields String False

Fields used to filter approved email recipient lists or dynamically limit email audience.

Approved Email Restricted Words String False

Comma-separated list of words that are prohibited in the content of approved emails for compliance or branding reasons.

Approved Email Test Email Address String False

Designated email address used for testing approved email configurations before deploying to end users.

Approved Email Vault Endpoints String False

Comma-separated list of Vault API endpoints or integration points used in approved email processing.

Approved Email Vault Query String False

Custom query executed against Vault data to retrieve records relevant for approved email generation.

Disabled Approved Email Entry Points String False

List of disabled UI or integration entry points through which users might otherwise access the approved email functionality.

Enable Approved Email Receipts Decimal False

Flag that determines whether receipt tracking is enabled for approved emails sent through the system.

Enable Drafts Folder Decimal False

Flag indicating whether a drafts folder is enabled to allow users to store in-progress email drafts.

Enable Group Email Decimal False

Flag that enables or disables sending approved emails to defined groups rather than individual recipients.

Approved Email Opt-in Required Bool False

Boolean flag that enforces whether explicit opt-in is required before a recipient can receive approved emails.

Recipient Name in Email Header Decimal False

Flag that determines if the recipient's name appears in the header section of the approved email.

Recipient Specific Field String False

Field used to define recipient-specific personalization in email templates (for example, first name, role).

Timeline View Email Link Decimal False

Flag that enables a link within the Vault Timeline View, allowing users to view email communication history.

Setup Owner ID String False

Identifier of the user or group that owns this configuration, determining administrative permissions.

Security Profile String False

Assigned security profile that dictates access control and permissions for this Approved Email Settings record.

Legacy CRM Id String False

Identifier used to map this configuration to legacy Customer Relationship Management (CRM) systems, supporting backward compatibility.

Custom List Unsubscribe Header String False

Custom text included in the email header to support list-based unsubscribe functionality for recipients.

Application Profile String False

Name of the application profile this configuration belongs to, helping segment settings by business context or deployment.

CData Cloud

Assessments

Tracks assessment records used for quality, compliance, or risk evaluations. Each assessment entry can include scoring, evaluator input, status, and linked entities such as training or CAPAs.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the assessment record within the Veeva Vault platform.

Assessment Type String True

Specifies the type of assessment being recorded, based on the object type defined in the Vault data model.

Global ID String True

Globally unique system identifier used to reference this assessment across integrated systems.

Link String False

System-generated hyperlink reference to the full assessment record in the Vault interface.

ID2 String True

Human-readable identifier or name for the assessment, typically used as a display label in user interfaces.

Status String False

Current status of the assessment, such as Draft, In Progress, or Completed, based on Vault lifecycle state.

Created By String True

Username or system identity that created the assessment record.

Created Date Datetime True

Timestamp representing the date and time when the assessment record was initially created.

Last Modified By String True

Username or system identity that last modified the assessment record.

Last Modified Date Datetime True

Timestamp indicating the most recent update made to the assessment record.

CC Patient Profiles String False

Details or metrics about patient profiles associated with the Community Channel (CC) segment of the assessment.

CC Study Leverage String False

Assessment of how community-based study data or insights are leveraged within this evaluation.

Community Activity String False

Engagement metrics or qualitative notes relating to activities in the broader medical or scientific community.

LN Patient Profiles String False

Data or summary of patient demographics associated with the Local Network (LN) component of the assessment.

LN Study Leverage String False

Information on how local network clinical studies are being utilized in this assessment context.

Oncology Board Bool False

Boolean flag indicating whether the assessment includes a review or contribution from an oncology board.

Preferred Pathologist String False

Name or identifier of the pathologist preferred or selected for consultation within the assessment process.

RL Patient Profiles String False

Summary data on patient populations relevant to the Regional Leaders (RL) domain for this assessment.

RL Study Leverage String False

Indicator of how study results or findings from regional leaders are incorporated into the assessment.

Research Focus String False

Primary focus areas or themes of research covered in the assessment, such as biomarkers or treatment pathways.

Treatment Preferences String False

Documented preferences for treatment strategies or approaches identified through the assessment.

Tumors/Year String False

Average number of tumor cases managed per year, used as a volume metric within the assessment.

Tumor Types String False

List of tumor types observed or treated, separated by commas. Values can include breast, lung, colon, melanoma.

Account String False

Reference to the associated healthcare or institutional account linked to the assessment.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used to track this assessment before Vault migration or integration.

Mobile ID String False

Identifier used by mobile applications or devices to synchronize or retrieve the assessment record.

CData Cloud

AssignmentRuleCriteria

Defines specific criteria used to evaluate and trigger assignment rules. These criteria help determine how tasks or records are automatically routed to users or roles based on configurable conditions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the assignment rule criterion record within the Vault system.

Global ID String True

System-generated global identifier used to uniquely reference the criterion record across environments and integrations.

Link String False

Internal system link that allows navigation to this specific criterion record within the Vault interface.

Name String True

User-defined name or label for the assignment rule criterion, typically used for easier identification.

Status String False

Current lifecycle state of the criterion, such as Active, Inactive, or Obsolete, as defined in the Vault configuration.

Created By String True

Username or identifier of the individual who originally created the criterion record.

Created Date Datetime True

Timestamp indicating when the criterion record was first created in the system.

Last Modified By String True

Username or identifier of the person who last updated the criterion record.

Last Modified Date Datetime True

Timestamp showing the most recent update to the criterion record, reflecting its latest modification date.

Criterion Number Decimal False

Numeric value that specifies the order or sequence of the criterion within its associated assignment rule.

Assignment Rule String False

Reference to the parent assignment rule associated with this criterion defines routing or ownership behavior.

Criterion Field String False

Name of the field within the Vault object that the criterion evaluates as part of the rule condition.

Criterion Operator String False

Logical operator used to compare the criterion field with the specified value, such as equals, not equals, contains.

Criterion Value String False

The target value that the criterion field is compared against using the defined operator to determine rule matching.

CData Cloud

AssignmentRules

Specifies automated rules for record assignment within Veeva Vault. Each rule outlines the logic and target users or roles for system-generated task assignments, often used in workflows and data ownership models.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the assignment rule record within the Vault environment.

Global ID String True

Globally unique identifier assigned by the system for cross-system referencing and integration use cases.

Link String False

System-generated hyperlink reference that provides direct access to the specific assignment rule record in the Vault user interface.

Name String False

Human-readable name or label assigned to the assignment rule, used for identifying and managing rules in the UI and reporting.

Status String False

Current operational status of the assignment rule, such as Active or Inactive, indicating whether the rule is being applied.

Created By String True

Username or user ID of the person who initially created the assignment rule record in Vault.

Created Date Datetime True

Timestamp indicating when the assignment rule was originally created in the Vault system.

Last Modified By String True

Username or user ID of the person who last updated the assignment rule record.

Last Modified Date Datetime True

Timestamp indicating the most recent modification made to the assignment rule record.

Territory String False

The specific sales territory or region to which the assignment rule applies, used for aligning users and assignments by geography or organization.

Criteria Logic String False

Logical expression used to combine multiple assignment criteria, such as AND, OR conditions, defining how rules are evaluated.

Cascade Down Hierarchy Bool False

Boolean value that determines whether the assignment rule should be propagated to child records in the organizational or territory hierarchy.

CData Cloud

AssortmentLines

Captures individual items within an assortment, such as grouped products or materials associated with promotional campaigns. Each line references a parent assortment and includes item-specific details like quantity and display order.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the assortment line record.

Assortment Line Type String True

Specifies the type or classification of the assortment line, mapped from the Vault object type field object_type__v.

Global ID String True

Globally unique system identifier for cross-environment or cross-application reference, stored in global_id__sys.

Link String False

System-generated URL or reference link to directly access the record in the Vault UI, from link__sys.

Name String True

Human-readable label for the assortment line, typically used for display purposes and stored in name__v.

Status String False

Current state of the assortment line such as Active, Inactive, or Draft, stored in status__v.

Created By String True

Username or system reference that indicates who created the record, sourced from created_by__v.

Created Date Datetime True

Date and time when the assortment line was initially created, from created_date__v.

Last Modified By String True

User or process that most recently updated the record, stored in modified_by__v.

Last Modified Date Datetime True

Timestamp of the most recent modification made to the record, pulled from modified_date__v.

Collapse By Default? Bool False

Boolean flag that determines whether the section associated with this line is collapsed by default in the UI, stored as collapse_by_default__v.

External ID String False

Custom external system reference identifier used for integration or lookup purposes, stored in external_id__v.

Section Label String False

Text label that groups or categorizes this line within a UI section, helping with visual layout and organization, from section_label__v.

Sorting Decimal False

Numeric value that defines the order of appearance for the assortment line relative to other lines, sourced from sorting__v.

Assortment String False

Reference to the parent assortment record that this line belongs to, stored as a foreign key in assortment__v.

Product String False

Reference to the associated product that this assortment line represents, typically linking to a product object via product__v.

Parent Section String False

Indicates the parent section this line belongs to, allowing for hierarchical grouping of lines, stored in parent_section__v.

Legacy CRM Id String False

Identifier imported from a legacy Customer Relationship Management (CRM) system to ensure continuity during data migration, stored in legacy_crm_id__v.

Veeva External ID String False

Unique identifier used externally within Veeva-integrated systems to reference this line, stored in vexternal_id__v.

CData Cloud

AssortmentLinks

Contains relational data linking various product assortments with other related entities, such as territories, marketing strategies, or sales campaigns. This table helps establish many-to-many relationships between assortments and their associated structures.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the assortment link record within the Veeva Vault system. This value is auto-generated and immutable.

Assortment Link Type String True

Specifies the object subtype or classification for the assortment link, based on the Veeva Vault object type framework (object_type__v).

Global ID String True

System-generated global identifier used to uniquely identify the assortment link record across multiple Vaults or integrated systems.

Link String False

Internal system link reference pointing to the associated document, product, or record that the assortment link targets.

Name String True

Human-readable name or label assigned to the assortment link, typically used for display and search purposes.

Status String False

Indicates the current workflow or lifecycle status of the assortment link, such as Active, Inactive, or Archived.

Created By String True

Username or system identifier of the user who originally created the assortment link record.

Created Date Datetime True

Timestamp capturing the exact date and time when the assortment link record was initially created in the system.

Last Modified By String True

Username or system identifier of the user who last updated the assortment link record.

Last Modified Date Datetime True

Timestamp capturing the most recent date and time when the record was modified.

External ID String False

Custom external reference ID that can be used by third-party systems or integrations to identify this record.

Assortment String False

Reference to the related Assortment record to which this link belongs, establishing a parent-child relationship in the data model.

Order Campaign String False

Specifies the associated marketing or sales campaign for the assortment link, enabling campaign-level reporting and tracking.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used to support historical migration or cross-system traceability.

Veeva External ID String False

Alternate external identifier specifically generated for integration scenarios across Veeva platforms or with external tools (vexternal_id__v).

CData Cloud

Assortments

Stores detailed records of product assortments, including grouping definitions, categorization logic, and distribution parameters. This data is used to define which products are grouped together for marketing, distribution, or regulatory purposes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the assortment record, used as the primary key within the system.

Assortment Type String True

Specifies the object type classification of the assortment, corresponding to the Veeva Vault type schema defined for this record.

Global ID String True

System-generated global identifier used across environments for consistent reference to the same assortment record.

Link String False

Internal system link that provides a direct reference or URL to the assortment record within Veeva Vault.

Name String False

Descriptive name assigned to the assortment, typically used for user-friendly display and search.

Status String False

Current lifecycle state of the assortment, such as Active, Inactive, or Archived, depending on business rules.

Created By String True

User identifier of the individual who originally created the assortment record.

Created Date Datetime True

Timestamp representing the date and time when the assortment record was created in the system.

Last Modified By String True

User identifier of the last person to make changes to the assortment record.

Last Modified Date Datetime True

Timestamp indicating the most recent update to the assortment record.

Account Group String False

Name or identifier of the account group associated with the assortment, used to group related accounts together.

Account Record Type String False

Specifies the record type associated with the account linked to this assortment, reflecting business-specific categorization.

All Others Bool False

Boolean value indicating whether the assortment is inclusive of all other non-explicitly listed records or accounts.

Assortment Group String False

Identifier for the grouping of assortments used to manage collections of related assortment records.

End Date Date False

The final date on which the assortment is valid or active, after which it is no longer applicable.

External ID String False

Custom identifier used by external systems to reference this assortment, allowing cross-system integration and traceability.

Inventory Monitoring Record Type String False

Specifies the type of inventory monitoring record associated with the assortment, relevant for integration with inventory systems.

Order Record Type String False

Defines the record type of any related orders linked to this assortment, used to categorize order behavior or rules.

Product Bound Bool False

Boolean value that indicates whether the assortment is explicitly tied to one or more specific products.

Start Date Date False

The initial date when the assortment becomes active or valid for use in processes or reporting.

Owner String False

Identifier for the user or role responsible for managing or overseeing the assortment record.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to refer to this assortment, supporting data migration and reference continuity.

CData Cloud

Attendees

em_attendee__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Attendee Type String True

object_type__v

Global ID String True

global_id__sys

Attendee ID String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Batches

Captures batch-level data for manufacturing, clinical, or distribution processes. This includes metadata such as batch IDs, production dates, and associated documentation, enabling traceability and quality control.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the batch record. This value is immutable and used for internal reference.

Name String True

Descriptive name assigned to the batch, typically reflecting the contents or purpose of the batch process.

Status String True

Current status of the batch, such as Active, Inactive, or Archived, which reflects its availability or lifecycle stage.

Description String False

Detailed narrative or summary that explains the purpose, scope, or contents of the batch.

External ID String False

Identifier assigned to the batch by an external system or integration, enabling cross-system reference and traceability.

Created By String True

Username or identifier of the user who initially created the batch record in the system.

Created Date Datetime True

Timestamp indicating when the batch record was first created in the Veeva Vault environment.

Last Modified By String True

Username or identifier of the user who last modified the batch record.

Last Modified Date Datetime True

Timestamp representing the most recent update to the batch record, reflecting changes in metadata or status.

Lifecycle String True

Assigned lifecycle that governs the batch's state transitions, validation rules, and business processes.

Lifecycle State String True

Current state within the assigned lifecycle, such as Draft, In Review, or Approved, indicating its workflow progress.

Global ID String True

Globally unique identifier used internally by Veeva Vault to ensure record consistency across environments and integrations.

Link String False

URL or internal reference link that allows direct access to the batch record within the Vault interface.

CData Cloud

BenefitDesignLines

Represents the individual components or coverage details within a broader benefit design, such as specific services, drugs, or eligibility conditions. Each row defines a benefit rule or line item.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the benefit design line record, used as the primary key.

Global ID String True

System-generated global identifier that ensures uniqueness across environments and Vaults.

Link String False

Internal Vault system reference linking to the document or record associated with this benefit design line.

Linenumber String True

User-defined display name or identifier representing the specific line within the benefit design.

Status String False

Current lifecycle state of the benefit design line, such as Active, Inactive, or Obsolete.

Created By String True

Username of the person or system that originally created this benefit design line entry.

Created Date Datetime True

Timestamp indicating when the benefit design line record was initially created in the system.

Last Modified By String True

Username of the last user or process that modified this benefit design line.

Last Modified Date Datetime True

Date and time when the benefit design line was last updated.

Copay (Source) String False

Origin or reference for the copay value, indicating where the copay information was derived from.

Copay String False

Copayment amount associated with the benefit design line, as defined in the source data or calculated.

External ID String False

Identifier used to map this benefit design line to an external system such as a Customer Relationship Management (CRM) or legacy database.

Notes (Source) String False

Indicates the source or origin of the notes field, such as internal research or external partner data.

Notes String False

Additional remarks, context, or explanatory text provided for this benefit design line.

Restrictions (Source) String False

Denotes where the restriction details were sourced from, such as product labels or formulary documentation.

Status (Source) String False

Provides the origin or reference system of the benefit design line's status, helping validate lifecycle state.

Type String False

Classifies the benefit design line based on its type, such as Coverage, Copay Assistance, or Step Therapy.

Restrictions String False

Specific limitations or conditions applicable to this benefit design line, such as prior authorization requirements.

Benefit Design Line Status String False

Custom status specific to this benefit design line, which can reflect internal tracking beyond standard status.

Benefit Design String False

Reference to the parent benefit design record to which this line belongs, establishing hierarchical context.

Product String False

Product associated with this benefit design line, typically referencing a drug, therapy, or treatment plan.

Competitor Bool True

Boolean flag indicating whether the associated product is considered a competitor in the benefit landscape.

Legacy CRM Id String False

Identifier used in a legacy CRM system for backward compatibility and data migration purposes.

CData Cloud

BenefitDesigns

Holds the overall structure of benefit designs, such as health insurance plans or clinical coverage models, including metadata about tiers, limits, and conditions for coverage.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the benefit design record within the Veeva Vault system.

Global ID String True

System-generated global identifier that uniquely distinguishes the benefit design across all Vault environments.

Link String False

System reference link to access the full Vault record of the benefit design.

Name String False

Descriptive name assigned to the benefit design, often representing its coverage scope or internal naming conventions.

Status String False

Lifecycle status of the benefit design (such as Draft, Approved, or Archived), reflecting its current state within business workflows.

Created By String True

Username or system identity of the user who initially created the benefit design record.

Created Date Datetime True

Timestamp indicating when the benefit design record was first created in the system.

Last Modified By String True

Username or system identity of the user who last updated the benefit design record.

Last Modified Date Datetime True

Timestamp reflecting the most recent modification made to the benefit design record.

External ID String False

Optional external reference ID used to link this benefit design to other systems or third-party applications.

#lives Decimal False

Total number of covered lives associated with the benefit design, typically representing enrolled individuals or members.

Percent Lives Double False

Percentage representation of the covered lives in relation to a broader group or total population.

Primary Benefit Design Bool False

Indicates whether this benefit design is the primary plan associated with the account or entity.

Type String False

Category or classification of the benefit design, such as Medical, Pharmacy, or Dental.

Account String False

Reference to the account (such as a payer or provider group) associated with the benefit design.

Parent Design String False

Identifier of the parent benefit design from which this record inherits structure or content, if applicable.

Owner String False

Vault user or group ID responsible for managing and maintaining this benefit design.

Account Name String True

Human-readable name of the associated account entity for reporting and display purposes.

Payer Id String True

Identifier used to link this benefit design to a specific payer in external systems or internal hierarchies.

Child Last Modified Datetime False

The most recent timestamp when any child record (such as a related line or detail) was modified under this benefit design.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to reference this benefit design prior to migration into Vault.

CData Cloud

Bookmarks

Stores user-specific bookmarks within the Vault system, allowing users to save quick links to frequently accessed documents, records, or views for improved navigation and productivity.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the bookmark record within the Vault database.

Bookmark Type String True

Specifies the type or classification of the bookmark, typically mapped from the object type in Vault.

Global ID String True

A globally unique identifier used across Vault environments for consistent cross-reference of this bookmark.

Link String False

URL or URI string that the bookmark points to, enabling direct navigation to the referenced Vault object or view.

Name String False

User-defined name or label for the bookmark, used for display and identification purposes in Vault interfaces.

Status String False

Current lifecycle state of the bookmark, such as Active, Inactive, or Archived, based on Vault configuration.

Created By String True

Username or identifier of the Vault user who originally created the bookmark.

Created Date Datetime True

Timestamp indicating when the bookmark was first created in the Vault system.

Last Modified By String True

Username or identifier of the user who most recently updated or modified the bookmark record.

Last Modified Date Datetime True

Timestamp indicating the last time the bookmark record was modified in Vault.

Display Configuration String False

References a saved UI display setup that controls which fields and layouts are used when rendering the bookmarked view.

Field Criteria String False

Serialized filtering logic applied to determine which records are shown when accessing the bookmarked view. May include field names, operators, and values.

Mobile ID String False

Unique identifier used by the Vault mobile application to sync or track this bookmark across devices.

Sort Definition String False

Defines the field or fields and corresponding sort direction used to order records in the bookmarked view (for example, name__v:asc, created_date__v:desc).

Owner String False

Reference to the user, group, or role who owns the bookmark and has control over its visibility and sharing.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to map this bookmark to a pre-existing record, aiding in data migration and system integration.

CData Cloud

BrandPlans

Stores detailed records of strategic brand plans, including objectives, timelines, key initiatives, and cross-functional alignment data for commercial and medical planning.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the brand plan record within the system. This ID is typically auto-generated and used internally to reference the row.

Brand Plan Type String True

Specifies the type or classification of the brand plan, based on a predefined object type within the Vault configuration.

Global ID String True

System-generated global identifier used to uniquely identify the brand plan record across multiple Vaults or integrations.

Link String False

System-managed hyperlink or reference that enables direct access to the brand plan record in the Vault user interface.

Name String False

Human-readable name or title assigned to the brand plan, used to identify the plan within user-facing lists and reports.

Status String False

Indicates the current lifecycle state of the brand plan, such as Draft, In Review, Approved, or Obsolete, as configured in Vault.

Created By String True

Username or user identifier of the individual who initially created the brand plan record in the system.

Created Date Datetime True

Timestamp indicating when the brand plan record was first created, stored in Coordinated Universal Time (UTC).

Last Modified By String True

Username or user identifier of the individual who last modified the brand plan record.

Last Modified Date Datetime True

Timestamp of the most recent update to the brand plan record. This is useful for tracking changes and audit trails.

Description String False

Detailed explanation or summary of the brand plan's purpose, scope, or key components, entered by the user.

External ID String False

Identifier originating from an external system, used for integrations or data synchronization with third-party applications.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system, if the brand plan was migrated.

Detail Group String False

Optional field used to group brand plans by a shared detail category or business segmentation, often for reporting purposes.

Product String False

The specific product associated with the brand plan, typically linked to a Vault Product object or picklist.

Owner String False

Identifier of the user or group responsible for maintaining or overseeing the brand plan, typically aligns with Vault ownership permissions.

CData Cloud

Brands

brand__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Link String False

link__sys

Brand Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Original Source ID String False

original_source_id__v

Veeva External ID String False

vexternal_id__v

Product Type String False

product_type__v

Source Vault ID String False

source_vault_id__v

Source Status String False

source_status__v

Deleted in Source? Bool False

deleted_in_source__v

Product Family String False

product_family__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

BrickHierarchy

Represents the geographical or organizational brick structure hierarchy used for sales territory alignment, targeting, and performance tracking across regions and subregions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Brick Hierarchy record, used as the primary key to distinguish each entry in the dataset.

Global ID String True

System-generated global identifier used to uniquely reference the Brick Hierarchy record across the entire Veeva Vault environment.

Link String False

Internal system link that references the specific Brick Hierarchy record within the platform for cross-record access or navigation.

Name String False

User-defined name of the brick within the hierarchy, typically representing a geographic or organizational unit relevant to territory planning or segmentation.

Status String False

Current lifecycle status of the Brick Hierarchy record, such as Active, Inactive, or Draft, used to indicate its availability or stage in the workflow.

Created By String True

Username or identifier of the user who originally created the Brick Hierarchy record in the system.

Created Date Datetime True

Timestamp indicating when the Brick Hierarchy record was first created, recorded in Vault's standard date-time format.

Last Modified By String True

Username or identifier of the user who last updated the Brick Hierarchy record.

Last Modified Date Datetime True

Timestamp of the most recent modification made to the Brick Hierarchy record, allowing for version tracking and auditability.

Parent Brick String False

Identifier of the parent brick in the hierarchy, establishing a nested structure that supports multi-level territory management.

Owner String False

Vault user or group responsible for managing the Brick Hierarchy record, often used for security, reporting, and workflow routing.

Legacy CRM Id String False

Identifier imported from a legacy Customer Relationship Management (CRM) system, retained for mapping historical records or ensuring backward compatibility during system migration.

CData Cloud

Budgets

em_budget__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Budget Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Bureaus

Contains information on various healthcare or government bureaus, often used to classify accounts or contacts based on organizational affiliation or jurisdictional scope.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Bureau record within the Veeva Vault system.

Global ID String True

System-generated global identifier used to uniquely reference the Bureau record across multiple Vault instances or integrations.

Link String False

System-generated URL or reference link pointing directly to the Bureau record in the Veeva Vault user interface.

Bureau Name String False

The display name of the Bureau as entered by the user, typically representing a geographic or operational division.

Status String False

Current state of the Bureau record, such as Active, Inactive, or Archived, indicating whether the Bureau is in use.

Created By String True

Username of the user who initially created the Bureau record in the Vault platform.

Created Date Datetime True

Date and time when the Bureau record was first created in the system.

Last Modified By String True

Username of the user who most recently updated the Bureau record.

Last Modified Date Datetime True

Timestamp marking the most recent update to the Bureau record, including metadata or field changes.

API_Type String False

Custom field indicating the classification or source system of the API integration used with the Bureau, if applicable.

Salesforce_Security_Token String False

Token required to authenticate API access to Salesforce from Veeva Vault when this Bureau is integrated with a Salesforce instance.

Salesforce_Username String False

Salesforce username associated with the Bureau's integration settings, used for authentication and record synchronization.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system prior to integration with Veeva Vault, used for traceability and historical reference.

CData Cloud

BusinessEvents

Captures events of business significance, such as product launches, regulatory submissions, or strategic initiatives, including metadata like date, category, and status.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier assigned to each business event record within the system.

Business Event Type String True

Specifies the type or category of the business event, used to distinguish among various operational or promotional event classifications.

Global ID String True

System-generated unique global identifier used to maintain cross-system traceability and ensure entity uniqueness across Vault instances.

Link String False

System-generated link or reference URL pointing to the business event record in Vault.

Business Event Name String False

The user-defined title or label for the business event, used to identify and display the event throughout the user interface.

Status String False

Indicates the current lifecycle status of the business event, such as Active, Inactive, or Retired.

Created By String True

Username or identifier of the individual who originally created the business event record.

Created Date Datetime True

Timestamp capturing the exact date and time the business event record was created in Vault.

Last Modified By String True

Username or identifier of the individual who last modified the business event record.

Last Modified Date Datetime True

Timestamp reflecting the most recent modification made to the business event record.

Active Bool False

Boolean flag indicating whether the business event is currently active (true) or inactive (false) within the system.

Date Parameter Decimal False

Numeric value representing a configurable date-related parameter associated with the business event, typically used for rule-based workflows or reporting.

Description String False

Detailed textual explanation or summary providing context or background about the business event.

End Date Date False

Defines the official end date of the business event, used to determine its lifecycle and relevance in reporting.

ExternalID String False

External system identifier used to reference the business event in integrated platforms or third-party applications.

Issue Date Date False

Date on which the business event or its associated documentation was formally issued or published.

Number of Pages Decimal False

Numeric count of pages associated with the event, often used when linked documents are included.

Product Launch Date Date False

Date on which the related product is scheduled to be or was launched, typically tied to event timing or strategy.

Start Date Date False

Defines the official start date of the business event, marking the beginning of its active lifecycle.

Product String False

Name or identifier of the product associated with the business event, establishing the commercial or operational focus of the event.

Owner String False

Identifier of the user, team, or group responsible for managing the business event record.

Legacy CRM Id String False

Historical identifier imported from a legacy Customer Relationship Management (CRM) system, used for reference or backward compatibility during migration.

CData Cloud

BusinessEventTargets

Defines the intended targets or stakeholders for business events, linking key activities with accounts, roles, or communication channels for outreach and tracking purposes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the business event target record.

Business Event Target Type String True

Indicates the specific type or classification of the business event target, such as a person, organization, or other target entity, as defined in the Vault object type metadata.

Global ID String True

System-wide globally unique identifier used for cross-environment or cross-system reference of the business event target.

Link String False

System-generated URL or reference pointer that links directly to the business event target record in the Vault system.

Business Event Target Name String True

The name of the business event target entity as displayed in Vault. This could be a person, institution, or other named target.

Status String False

The current lifecycle state of the business event target record (such as Active, Inactive, or Archived) within Vault's status model.

Created By String True

The user who initially created the business event target record in Vault, captured from Vault's system metadata.

Created Date Datetime True

The timestamp indicating when the business event target record was created in the Vault system.

Last Modified By String True

The user who last modified the business event target record, as recorded in Vault's system metadata.

Last Modified Date Datetime True

The date and time when the business event target record was last updated in Vault.

External ID String False

An optional identifier used to associate the business event target with an external system, such as a Customer Relationship Management (CRM) or third-party platform.

Next Visit Date Date False

The scheduled or anticipated date for the next interaction or visit associated with the business event target.

Pre Explain Date Date False

The date on which the pre-explanation activity was completed or scheduled for the business event target, typically preceding a primary visit or event.

Purchase Date Date False

The date when a purchase related to the business event target was made, often used for tracking sales or follow-up cycles.

Remaining Calls Decimal False

The number of planned or allowable calls or interactions still remaining with this business event target, based on business logic or call limits.

Account String False

Reference to the associated account record in Vault that the business event target is linked to, typically identified by a Vault object reference.

Business Event String False

Reference to the parent business event associated with this target, establishing the link between the event and the target record.

Account Name String True

The display name of the account associated with the business event target, used for reporting or human-readable output.

Legacy CRM Id String False

Identifier from a legacy CRM system that was used to track this business event target prior to migration into Vault.

CData Cloud

CalendarEvents

Stores scheduled events including meetings, launches, or key milestones, associated with Veeva Vault calendar entities and used for planning and visibility across teams.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the calendar event record, used as the primary key within the system.

Calendar Event Type String True

Specifies the classification or category of the calendar event, as defined by the Vault object type.

Global ID String True

System-generated globally unique identifier used to reference this calendar event across integrations and environments.

Link String False

System-defined link that provides a direct URL reference to the calendar event record in Vault.

Name String False

The display name or title assigned to the calendar event, typically used for identification in user interfaces.

Status String False

Current state of the calendar event such as Draft, Scheduled, Completed, or Cancelled, as managed in Vault.

Created By String True

Username or identifier of the user who initially created the calendar event in the system.

Created Date Datetime True

Timestamp indicating when the calendar event record was first created in Vault.

Last Modified By String True

Username or identifier of the user who last updated the calendar event record.

Last Modified Date Datetime True

Timestamp capturing the most recent modification date and time of the event record.

Description String False

Detailed textual description providing additional context, notes, or summary about the calendar event.

End Date Date False

The calendar date on which the event is scheduled to conclude or has ended.

End Time String False

Local time value representing when the calendar event finishes, formatted as a string.

External ID String False

Optional identifier used to link this calendar event to an external system such as a Customer Relationship Management (CRM) or scheduling platform.

Important Bool False

Boolean flag indicating whether the event is marked as important or high priority.

Start Date Date False

The calendar date on which the event is scheduled to begin or has begun.

Start Time String False

Local time value representing when the calendar event starts, formatted as a string.

Time Zone String False

Time zone designation in which the event is scheduled to take place, affecting start and end time interpretation.

Legacy CRM Id String False

Identifier carried over from legacy CRM systems, used to maintain continuity in historical data mappings.

Calendar String False

Reference to the calendar entity to which this event belongs, enabling grouping or filtering of related events.

CData Cloud

Calendars

Contains calendar configurations and definitions, supporting scheduling features and providing context for event management across users and business units.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the calendar record within the Veeva Vault environment.

Calendar Type String True

Specifies the type of calendar object, such as promotional, medical, or business event calendars, identified by the Vault object type code.

Global ID String True

System-generated globally unique identifier used across Vault environments for reference and data synchronization.

Link String False

System-generated URL or identifier that provides a direct link to the calendar record in the Vault user interface.

Name String False

Descriptive name of the calendar used for identification and display purposes in Vault interfaces.

Status String False

Current lifecycle state of the calendar record, such as Active, Inactive, or Archived, indicating its availability or validity.

Created By String True

Username or identifier of the user who originally created the calendar record.

Created Date Datetime True

Timestamp capturing the exact date and time when the calendar record was first created in the Vault system.

Last Modified By String True

Username or identifier of the user who last modified the calendar record.

Last Modified Date Datetime True

Timestamp indicating the most recent update made to the calendar record.

External ID String False

Custom external identifier used to link or reference this calendar record from third-party systems or integrations.

Calendar Status String False

User-defined or business-defined status that reflects the current operational state of the calendar, separate from the system status.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to reference this calendar, allowing backward compatibility or historical integration.

User Country String False

Country code representing the geographic context or locale of the calendar, used in filtering, reporting, or region-specific workflows.

Owner String False

Identifier of the user or group responsible for managing the calendar, typically used for access control or workflow routing.

CData Cloud

CallClickstreams

Stores detailed user interaction data within a call, capturing click-level activity for auditing and behavioral analysis. This table enables insights into how users engage with digital content during field calls.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the call clickstream record, typically generated by the system.

Global ID String True

System-level global identifier that uniquely distinguishes this record across vaults and integrations.

Link String False

Internal system link or reference URL that connects to the specific call clickstream entry.

Call Clickstream Name String True

The display name of the clickstream event as defined in the Vault interface.

Status String False

Indicates the current lifecycle state of the clickstream record, such as active, archived, or under review.

Created By String True

Username or ID of the user who originally created this clickstream record.

Created Date Datetime True

Timestamp when the clickstream record was first created in the system.

Last Modified By String True

Username or ID of the user who last updated the record.

Last Modified Date Datetime True

Timestamp of the most recent modification to this record.

Answer String False

The response selected or entered by the user during a survey or interactive content.

Auxillary Id String False

An optional or legacy identifier used to reference this record in external systems.

CLM ID String False

Identifier for the Closed Loop Marketing (CLM) session associated with this clickstream entry.

Mobile ID String False

Unique identifier from the mobile client that captured this clickstream event.

Parent Id String False

Identifier of the parent record, allowing for hierarchical linkage in nested clickstream data.

Popup Opened Bool False

Indicates whether a popup element was opened during the user's interaction with the presentation.

Possible Answers String False

A comma-separated list of all potential answer choices presented to the user (for example, Yes, No, Maybe).

Presentation ID String False

Reference ID of the CLM presentation shown during the call where the clickstream was logged.

Survey Question String False

The actual question text displayed to the user as part of the survey or content.

Range Value String False

A value representing a selected range in a slider or similar range-based input component.

Revision Decimal False

The numeric revision value associated with the current version of the clickstream record.

Rollover Entered Bool False

Indicates whether the user performed a mouse rollover action on the tracked element.

Selected Items String False

Comma-separated values representing multiple selections made by the user (for example, Option A, Option B).

Survey Type String False

The type or category of survey that was used in the clickstream interaction, such as HCP feedback or training.

Text Entered String False

Free-form text entered by the user in response to a survey or content prompt.

Toggle Button On Bool False

Boolean flag that indicates if a toggle button was switched on during the interaction.

Track Element Description String False

Descriptive text for the interactive element that was tracked during the call or presentation.

Track Element Id String False

Unique identifier for the element being tracked, such as a button, image, or hotspot.

Track Element Type String False

Type classification of the tracked element, such as button, image, or link.

Usage Duration Decimal False

Duration in seconds that the tracked element was actively used or viewed during the session.

Usage Start Time Datetime False

The timestamp marking when usage of the tracked element began.

Call String False

Reference to the call record in which the clickstream activity was captured.

Key Message String False

The key marketing or educational message associated with this clickstream record.

Product String False

The product being promoted or discussed in relation to this clickstream entry.

Legacy CRM Id String False

An identifier from a legacy Customer Relationship Management (CRM) system that references the corresponding call clickstream.

CData Cloud

CallCycleEntries

Represents individual planned or completed call activities within a specific cycle, often used in territory alignment and planning. Each entry ties to a specific account, rep, and call cycle timeframe.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the call cycle entry record, typically used internally by the system.

Global ID String True

System-assigned global identifier that uniquely distinguishes the record across environments, used for integration and deduplication.

Link String False

System-generated hyperlink reference pointing to the detailed view of the call cycle entry record.

Call Cycle Entry Name String True

User-defined or system-generated name of the call cycle entry, used to easily identify and differentiate records in user interfaces and reports.

Status String False

Current lifecycle state of the call cycle entry, such as Planned, Completed, or Cancelled, which determines workflow visibility and reporting.

Created By String True

Username or system ID of the user who originally created the call cycle entry record.

Created Date Datetime True

Timestamp indicating when the call cycle entry record was initially created in the system.

Last Modified By String True

Username or system ID of the user who last updated the call cycle entry.

Last Modified Date Datetime True

Timestamp reflecting the last time the call cycle entry record was modified, used for audit and tracking purposes.

Color String False

Optional color label assigned to the call cycle entry, which can be used in calendar views for categorization or prioritization.

Day Title String False

Descriptive title representing the day associated with the call cycle entry, such as ‘Monday AM Block' or ‘Field Visit Day'.

Day of Week String False

Day of the week for which the call cycle entry is scheduled, such as Monday, Tuesday, etc.

Duration Decimal False

Length of time (in hours or minutes) allocated to this call cycle entry, used for scheduling and workload calculations.

Mobile ID String False

Identifier used by mobile devices to uniquely track this call cycle entry during synchronization between mobile and server environments.

Start Time String False

Scheduled start time of the call cycle entry, typically formatted as HH:MM, indicating when the activity begins.

Week Decimal False

Numerical representation of the week within a calendar cycle or call cycle period, used for sequencing and analytics.

Account String False

Reference to the primary account associated with the call cycle entry, typically a healthcare professional or organization.

Child Account String False

Optional reference to a subordinate or affiliated account related to the primary account, used in hierarchical account structures.

Product Priority 1 String False

Top-priority product to be discussed or promoted during the call cycle activity. This can influence content shown in the call plan.

Product Priority 2 String False

Second-priority product scheduled for mention during the call cycle, which supports multi-product detailing.

Product Priority 3 String False

Third-priority product included in the agenda for this call cycle activity, if applicable.

Product Priority 4 String False

Fourth-priority product for this call cycle entry, typically used when multiple products are to be addressed in a single session.

Product Priority 5 String False

Fifth-priority product to be covered in the call cycle entry, which is the lowest in planned promotional hierarchy for this visit.

Owner String False

User or system account assigned ownership of the call cycle entry, which determines permissions, visibility, and reporting responsibility.

Legacy CRM Id String False

Identifier referencing the equivalent record in a legacy Customer Relationship Management (CRM) system, used for backward compatibility or migration tracing.

CData Cloud

CallErrors

Logs errors or issues encountered during the execution of calls, such as data mismatches, system interruptions, or validation failures. This is useful for debugging and ensuring call data integrity.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the call error entry, used internally by Veeva Vault to reference this specific record.

Global ID String True

System-generated global identifier that uniquely identifies this call error record across all Vault environments.

Link String False

Direct system link to the call error record, used for navigation or reference in Vault UI or API.

Call Error Name String True

Descriptive name of the call error as recorded in the Vault system, typically aligned with the error type or message.

Status String False

Current status of the call error record, such as Active, Inactive, or Resolved, depending on Vault's lifecycle configuration.

Created By String True

Username or system account that originally created this call error entry in Vault.

Created Date Datetime True

Date and time when the call error record was first created in the system.

Last Modified By String True

Username or process that last modified the call error record.

Last Modified Date Datetime True

Date and time when the call error entry was most recently updated in Vault.

Account String False

Reference to the account associated with the failed or erroneous call, typically tied to a healthcare professional or organization.

Call Datetime Datetime False

Timestamp indicating when the original call event took place, prior to the error being logged.

Call Type String False

Type or classification of the original call that resulted in an error, such as In-Person, Phone, or Virtual.

Cause String False

Explanation or root cause of the error, often derived from processing failures, validation errors, or missing data.

XML Text String False

Raw XML payload or content associated with the call error, typically captured during data transmission or API interaction.

User String False

Vault user who executed the call or initiated the process that generated the error.

Owner String False

Internal Vault identifier for the record owner responsible for managing or resolving the call error.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system that can have originated the call data, used for traceability or data migration tracking.

CData Cloud

CallFollowupTasks

Contains records of follow-up tasks created as a result of call activities, including task owner, due date, and status. This helps ensure post-call actions are tracked and executed properly.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the follow-up task record within the Vault environment.

Global ID String True

Globally unique system identifier assigned to the follow-up task for cross-environment data consistency.

Link String False

URL or reference link that provides direct access to the follow-up task record in the Vault UI.

Name String False

User-defined name or title that identifies the follow-up task in the Vault interface.

Status String True

Current task status indicating its progress, such as Not Started, In Progress, or Completed.

Created By String True

Username of the user who initially created the follow-up task record in Vault.

Created Date Datetime True

Timestamp indicating when the follow-up task was originally created in the system.

Last Modified By String True

Username of the user who last modified the follow-up task record.

Last Modified Date Datetime True

Timestamp of the most recent update made to the follow-up task.

Assigned To String False

User or team currently responsible for completing the follow-up task.

Due Date Date False

Deadline date by which the follow-up task is expected to be completed.

First Assigned Date Datetime True

Timestamp of the first time the task was assigned to a user or group.

Last Assigned Date Datetime True

Most recent timestamp when the task was reassigned or updated in terms of ownership.

Completion Date Datetime False

Timestamp marking when the task was marked as completed within the system.

Complete Bool False

Boolean flag indicating whether the follow-up task has been completed (true) or not (false).

Priority Decimal False

A numeric value representing the priority level of the task. Higher values indicate greater urgency.

Assigned Bool True

Boolean value indicating if the task is currently assigned to any user or group (true) or not (false).

Description String False

Detailed narrative or context provided by the user describing the purpose or content of the follow-up task.

Lifecycle String True

Name of the lifecycle associated with the task, defining its state transitions and governance rules.

Lifecycle State String True

Current state of the task within its assigned lifecycle, such as Draft, Approved, or Completed.

Lifecycle State Stage ID String True

System-generated identifier for the current stage within the lifecycle state hierarchy.

Lifecycle Stage String True

Label or name representing the current stage in the lifecycle of the task.

Account String False

Reference to the customer account associated with the follow-up task.

Call String False

Identifier of the call record to which the follow-up task is related.

Product String False

Product reference associated with the task, indicating the focus or subject of the follow-up.

Mobile ID String False

Unique identifier used by the mobile application to track and synchronize the follow-up task record.

CData Cloud

CallFollowupTemplates

Defines reusable templates for generating standardized follow-up tasks after calls. The templates include predefined subjects, due durations, and task types to streamline rep workflows.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the call follow-up template record.

Global ID String True

Globally unique identifier automatically assigned by the system to ensure consistency across different environments.

Link String False

System-generated URL or reference link used for accessing the specific template record.

Call Followup Template Name String False

User-defined name for the follow-up template used to schedule post-call tasks.

Status String False

Current lifecycle status of the template, such as Active, Inactive, or Retired.

Created By String True

Username or identifier of the person who originally created the follow-up template.

Created Date Datetime True

Date and time when the follow-up template record was first created in the system.

Last Modified By String True

Username or identifier of the user who most recently modified the template.

Last Modified Date Datetime True

Date and time of the last update to the follow-up template record.

Assign to Creator Bool False

Indicates whether the task generated from this template should be automatically assigned to the template creator (true or false).

Days Before Due Decimal False

Number of days in advance of the task's due date the task should be generated or triggered.

Default Task Bool False

Boolean value specifying whether this template is set as the default follow-up task template.

Send Notification Email Bool False

Specifies whether an email notification should be sent when the follow-up task is assigned or triggered (true or false).

Default Assignee String False

Default user assigned to tasks generated from this template, typically defined by username or user ID.

Owner String False

User or group ID representing the owner of the follow-up template record, typically responsible for maintenance or governance.

Legacy CRM Id String False

Identifier used to map or reference this record in legacy Customer Relationship Management (CRM) systems for migration or integration purposes.

Language String False

Language in which the follow-up template content is defined, useful for multilingual deployments.

Detail Group String False

Associated detail group that categorizes or groups follow-up tasks for reporting or organizational purposes.

Account String False

Reference to the account related to the follow-up task, typically linked to a healthcare provider or organization.

Product String False

Name or ID of the product associated with the follow-up task, often used for product-specific follow-ups.

Assigned To String False

User ID or name of the individual to whom the follow-up task is currently assigned.

Description String False

Free-text description providing additional context or notes about the purpose and usage of the follow-up template.

Due Date Date False

Date by which the follow-up task should be completed, calculated based on the 'Days Before Due' setting.

CData Cloud

CallObjectives

Captures predefined goals or messages intended to be delivered during a call, such as product promotions or educational points. This is used to track rep performance against planned call objectives.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the call objective record within the Veeva Vault system.

Call Objective Type String True

Specifies the predefined type of objective associated with the call, mapped to the object_type__v field.

Global ID String True

System-generated global identifier used to uniquely reference this record across environments.

Link String False

System-level hyperlink reference to directly access the record in the Veeva Vault interface.

Name String True

Primary label or title given to the call objective for identification purposes.

Status String False

Current lifecycle state or workflow status of the call objective, such as Draft, Approved, or Completed.

Created By String True

Username or identifier of the user who initially created the call objective record.

Created Date Datetime True

Timestamp indicating when the call objective was first created in the system.

Last Modified By String True

Username or identifier of the last user who updated the record.

Last Modified Date Datetime True

Timestamp of the most recent modification made to the call objective.

CLM Messaging String False

Specifies the CLM (Closed Loop Marketing) message or content associated with this objective, if applicable.

Comment String False

Optional text field used to capture internal notes or context-specific comments about the call objective.

Completed Bool False

Boolean flag indicating whether the call objective has been completed (true) or not (false).

Date Datetime False

Date and time the objective was either scheduled or completed, depending on workflow stage.

Delivery Method String False

Defines the method used to deliver the objective, such as In Person, Phone, or Email.

Display Order String False

Sequence value used to control the order in which this objective appears in a list or report.

From Date False

Start date indicating when the objective becomes active or relevant.

Information String False

Additional information or supplementary details related to the call objective.

Inventory Monitoring Type String False

Specifies the inventory monitoring type associated with the call, if applicable.

Mobile ID String False

Unique identifier used by the mobile application to track the call objective record offline.

Name2 String False

Secondary title or heading for the call objective, often used for sorting or display purposes.

Non Executable Bool False

Boolean flag indicating whether this objective cannot be executed due to certain conditions (true) or not (false).

Number Of PIs Decimal False

Numeric field capturing the number of Principal Investigators (PIs) associated with this objective.

Number Of Patients Decimal False

Estimated or reported number of patients relevant to the objective, useful for monitoring reach or impact.

On by default Bool False

Indicates whether the objective is automatically included by default in new calls (true) or must be manually added (false).

One click completion Bool False

Boolean that enables the objective to be marked complete with a single user action in the UI.

Pre-Explain Bool False

Indicates whether the user is expected to explain this objective to the recipient before proceeding.

Recurring Bool False

Denotes whether this objective is part of a recurring schedule or repeat engagement pattern.

Suggestion Reason String False

Describes the rationale or business logic behind suggesting this objective for inclusion in a call.

To Date False

The end date associated with the call objective, representing the deadline by which the objective should be completed or reviewed.

Visibility String False

Specifies the visibility level of the call objective, indicating who within the organization can view or access this objective (for example, user, team, or company-wide visibility).

NCW Reason String False

The reason why the call objective was marked as Not Carried out With (NCW), used for auditing and compliance tracking when planned objectives are not fulfilled.

Account Plan String False

References the related account plan that the call objective supports, aligning the activity with broader strategic goals set for the account.

Account Tactic String False

Specifies the tactical approach linked to the account plan, detailing the actions or methods being pursued through the call objective.

Account String False

Identifies the account or customer entity to which this call objective is assigned, providing context for account-specific engagement and reporting.

Business Event String False

Links the call objective to a broader business event, such as a product launch, campaign, or initiative that the objective is intended to support.

CLM Presentation String False

Refers to the specific Closed Loop Marketing (CLM) presentation associated with this objective, used to track digital content delivered during a call.

Call String False

References the related call record that this objective is part of, establishing the operational context for the interaction in which the objective was pursued.

Contract Partner String False

Denotes the external partner or organization associated with the contract tied to this call objective, often used for collaborative planning or co-promotion.

Contract String False

Links to the contract record relevant to the call objective, supporting compliance and legal traceability for objectives influenced by formal agreements.

Inventory Monitoring String False

Indicates whether the call objective includes components related to inventory monitoring, such as evaluating stock levels or compliance with inventory protocols.

Parent Objective String False

References the parent objective if this call objective is part of a hierarchical or nested objective structure, enabling tracking of dependencies and sub-goals.

Plan Tactic String False

Identifies the specific tactic defined in the plan that this call objective contributes to, aligning field execution with strategic marketing or sales initiatives.

Prerequisite String False

Specifies any prerequisite objective that must be completed before this call objective can be initiated, ensuring sequencing of tasks or dependent milestones.

Product String False

Indicates the product associated with the call objective, providing clarity on the focus area of the objective, such as promotion or education related to that product.

Suggestion String False

Captures any suggested actions or insights tied to the call objective, often generated from system logic, analytics, or previous field interactions.

Owner String False

The user ID of the individual who owns or is responsible for completing the call objective, typically corresponding to a sales representative or account owner.

Legacy CRM Id String False

Stores the original Customer Relationship Management (CRM) system's identifier for the call objective, enabling traceability and data continuity following migration to Veeva Vault.

Stakeholder String False

Specifies the stakeholder linked to the call objective, identifying key individuals involved in the decision-making or approval process.

Business Event Target String False

References the specific target or goal associated with the related business event, defining the measurable outcome the call objective is intended to support.

CData Cloud

Calls

Central table capturing all key details of field calls made by sales reps, including participants, location, channel, and call outcomes. This acts as the core transactional record for rep interactions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the call record within the Veeva Vault system. This is typically used as the primary key for referencing individual call entries.

Call Object Type String True

Indicates the Vault object type associated with this call record. This usually reflects the metadata structure or template used to define the record.

Global ID String True

System-generated globally unique identifier (GUID) for the call record. Ensures uniqueness across environments and supports integrations.

Link String False

Internal system link or reference to the full Vault record. Often used in integrations or UI redirections.

Call Name String True

The descriptive name assigned to the call. This value can be manually set by users or generated based on a template.

Status String True

Current status of the call, such as Planned, Completed, or Cancelled. This is used to track the call's lifecycle.

Created By String True

Username or identifier of the Vault user who initially created the call record.

Created Date Datetime True

Timestamp capturing when the call record was first created in the system.

Last Modified By String True

Username or identifier of the user who last modified the call record. Helps with auditing and traceability.

Last Modified Date Datetime True

Timestamp for the most recent update to the call record. This is useful for synchronization and audit purposes.

ASSMCA String False

Field specific to Puerto Rico's ASSMCA reporting requirements. This is used to indicate call compliance with regulatory tracking.

Activity Type String False

Specifies the nature of the interaction conducted during the call, such as detailing, sampling, or discussion.

Add Detail String False

Indicates whether additional product details were provided during the call. This is typically a flag or status field.

Add Key Message String False

Indicates whether key marketing or medical messages were presented during the call interaction.

Address Line 1 String False

First line of the address where the call took place. May contain street address or facility name.

Address Line 2 String False

Second line of the address for supplementary location details, such as suite number or building.

Address String False

Full formatted address string combining all available address components. This is useful for display or reporting.

Allowed Products String False

List of products that are authorized or permitted to be discussed or used during the call. Values are typically separated by commas.

Assignment Datetime Datetime False

Date and time when the call was assigned to a user or representative. Supports workload tracking and call scheduling.

Attendee Post Status String False

Represents the status assigned to an attendee after the call, indicating follow-up actions or acknowledgments specific to their role or response.

Attendee Type String False

Specifies the role or category of each attendee in the call, such as healthcare professional (HCP), sales representative, or support staff, used for classification and reporting purposes.

Other Non-HCP Attendees String False

A comma-separated list of names or identifiers for attendees who are not healthcare professionals, such as office staff or administrative personnel, captured during the call.

Attendees Decimal False

Indicates the total number of attendees present at the call, including both HCPs and non-HCP participants, used for engagement tracking and compliance validation.

CDS Expiration Date Date False

The expiration date of the Controlled Document Set (CDS) that was referenced or presented during the call, ensuring up-to-date materials are used in interactions.

CDS # String False

A unique identifier or reference number assigned to the Controlled Document Set (CDS), enabling traceability and version control for materials shared during the call.

Chat Summary String False

A free-text summary of any chat messages exchanged during or in relation to the call, providing context or follow-up notes about the interaction.

CLM Location Latitude Double False

Represents the latitude coordinate where Closed Loop Marketing (CLM) content was launched, used for geolocation and activity auditing.

CLM Location Longitude Double False

Represents the longitude coordinate where CLM content was launched, enabling precise geospatial tracking of CLM usage.

CLM Location Services Status String False

Indicates whether location services were enabled when CLM content was accessed, with values such as Enabled, Disabled, or Unavailable for audit purposes.

CLM Bool False

A boolean flag indicating whether CLM content was launched during the call, helping measure digital content engagement.

Channel String False

Describes the communication medium used for the call, such as In Person, Phone, Email, or Virtual, used for segmentation and analytics.

Comments String False

Free-text notes added by the user to provide context, observations, or remarks about the call, often used for internal reference or compliance documentation.

Date Date False

The date on which the call occurred, used for chronological reporting, scheduling analysis, and regulatory tracking.

Datetime Datetime False

The precise timestamp capturing both date and time of when the call was conducted, supporting chronological audits and activity sequencing.

Call Type String False

Classifies the nature of the call, such as Detail, Sample Drop, or Medical Inquiry, based on predefined business rules or user input.

Check In Latitude Double False

Represents the latitude coordinate where the user checked in for the call, supporting compliance with location-based activity tracking.

Check In Location Services Status String False

Indicates whether location services were active at the time of check-in, providing insight into data accuracy and user permissions.

Check In Longitude Double False

Geographical longitude recorded at the time of check-in, typically captured via the device's GPS during a call event.

Check In Status String False

Status indicating whether the check-in for the call was successfully completed, pending, or failed. This is used to track user activity compliance.

Check In Timestamp Decimal False

Precise timestamp denoting when the check-in occurred, stored in UNIX or epoch format for accurate time-based queries.

Child Account Id String False

Identifier for the subordinate or related account associated with the primary account on the call record. This is used in account hierarchies.

City String False

City associated with the call location, typically derived from the address of the facility or account visited.

CoBrowse Session String False

Session ID for the co-browsing interaction that took place during the call. Supports remote engagement scenarios with healthcare professionals.

Participant URL String False

URL used by the participant to join a co-browse session, enabling synchronized navigation and screen sharing.

Presenter URL String False

URL used by the presenter to initiate and control a co-browse session during a remote call.

Color String False

Color value used to visually represent the call or its category in user interfaces such as calendars or dashboards.

Concur Report Name String False

Name of the Concur expense report associated with the call, linking expense data to Veeva activity.

Credentials String False

Professional credentials of the attendee or user involved in the call, such as MD, NP, or PharmD. This is used for compliance and targeting.

Created By Platform String False

Platform or system through which the call record was created, such as iPad, web, or integration API.

DEA Address Line 1 String False

Primary street address where the DEA-registered activities took place, used in validation of controlled substance interactions.

DEA Address Line 2 String False

Secondary address field for DEA registration, capturing additional location information if needed.

DEA City String False

City portion of the address associated with the DEA-registered facility or professional.

DEA Expiration Date Date False

Expiration date of the DEA registration, used to verify whether prescribers are authorized at the time of call.

DEA State String False

State code from the address of the DEA-registered site, used for jurisdictional validation.

DEA Zip 4 String False

The extended ZIP code (ZIP+4) for the DEA address, improving postal accuracy and regional tracking.

DEA Zip String False

Base ZIP code of the DEA-registered address, used in location-based reporting and filtering.

DEA # String False

Represents the Drug Enforcement Administration (DEA) registration number associated with the healthcare provider involved in the call. This number is used to uniquely identify entities authorized to prescribe or handle controlled substances.

Detailed Products String False

List of all individual products discussed or promoted in detail during the call, as recorded in the call entry.

Disbursed To String False

Name or identifier of the recipient to whom the disbursement was made during or as part of the call activity.

Disbursement Created Bool False

Indicates whether a disbursement order was successfully created in association with this call record (true or false).

Disclaimer String False

Text of any legal or compliance disclaimers associated with the call, which can be required for regulatory or promotional purposes.

Duration Decimal False

Length of the call in minutes, capturing the total time spent in the interaction from start to finish.

Entity Reference Id String False

System-generated or external reference identifier that uniquely links this call to another business entity or external system.

Expense Amount Decimal False

Total cost of the call-related expenses incurred, recorded in the user's default currency or the organization's primary reporting currency.

Expense Amount Corp Decimal True

Corporate-recorded amount of call-related expenses used for internal financial reporting and audit tracking, stored in the system currency.

Local Currency String False

The currency code (such as USD, EUR, JPY) used locally at the time of expense entry or disbursement.

Expense Attendee Type String False

Categorization of the attendee in relation to the expense, such as 'employee', 'healthcare professional', or 'other external participant'.

Expense Post Status String False

Status of the expense posting workflow, indicating whether the expense is pending, posted, rejected, or processed in the finance system.

Expense Receipt Status String False

Indicates the current receipt status for the associated expense, such as 'required', 'received', or 'not required'.

Expense System ID String False

Unique identifier for the call-related expense as registered in an external financial or accounting system.

Incurred Expense Bool False

Specifies whether an actual cost was incurred during the call (true), or if the entry is informational only (false).

Is Sampled Call Bool False

Indicates whether this call involved the distribution of product samples, typically for compliance tracking and reporting (true or false).

Remote CLM Participant URL String False

URL link provided to participants to access remote CLM sessions or presentations during the call.

Remote CLM Presenter URL String False

URL used by the presenter to initiate or manage a remote CLM session during the call.

Remote CLM UUID String False

Universally unique identifier assigned to the remote CLM session, ensuring traceability across devices and platforms.

Remote CLM ID String False

System-generated identifier for the remote Closed Loop Marketing session linked to the call record.

Last Device String False

Identifier or name of the last known device used to log, edit, or submit the call record, used for audit and tracking purposes.

Last Modified By Platform String False

Name of the platform or application (such as iPad, CRM UI, or integration system) used to last modify this call record.

License Expiration Date Date False

The expiration date of the license associated with the user or product for this call, which can affect sample eligibility or activity permissions.

License Status String False

Indicates the current licensing status of the user or healthcare provider at the time of the call, such as Active, Suspended, or Expired. This status can be used to validate compliance or restrict certain call actions.

License # String False

Represents the license number of the professional, typically a physician or medical representative, involved in the call. This value is used to verify credentials and regulatory compliance.

Link External ID String False

A unique identifier linking this call record to an external system or integration, enabling cross-system traceability of activities or communications.

From Email String False

Email address of the originator or sender associated with the call entry, typically used in integrations or audit tracking involving email-based workflows.

From ID String False

System-generated or externally assigned identifier that denotes the origin entity or user initiating the call record. This is useful for tracing data lineage.

Location Id String False

A unique internal identifier representing the physical or virtual location where the call took place. This can relate to specific offices, hospitals, or remote settings.

Location Services Status String False

Reflects the operational status of location services at the time of the call, indicating whether geolocation tracking was enabled, disabled, or unavailable.

Location String False

Textual representation of the location where the call occurred, such as a clinic name, city, or address. This field complements the Location Id field for display purposes.

Location2 String False

System reference field storing the location metadata in raw or internal format. May be used in system integrations or rule-based processing.

Medical Discussions String False

Describes the topics or products discussed during the call that are classified under medical or scientific content. This can include therapeutic areas, treatments, or medical inquiries.

Mobile Created Datetime Datetime False

Timestamp indicating when the call record was originally created on the mobile device, providing traceability for offline or field activity logging.

Mobile ID String False

Unique identifier assigned to the call record by the mobile application. Often used to reconcile mobile-generated data with centralized Veeva Vault records.

Mobile Last Modified Datetime Datetime False

Indicates the most recent time the call record was edited or updated from the mobile device, allowing tracking of field activity updates.

Next Call Notes String False

Free-form text entered by the representative summarizing plans, expectations, or action items for the next scheduled call. Often reviewed in follow-up engagements.

No Disbursement Bool False

Boolean flag indicating whether no disbursement of materials, samples, or other items took place during the call. This is used for compliance and audit controls.

Override Lock Bool False

Specifies whether a user manually bypassed a locking mechanism on the call record, typically due to an approved exception or administrative override.

Parent Address Id String False

Identifier linking the call record to the parent address record, such as the primary clinic or physician office location. This is used for hierarchy navigation.

Phone Number String False

Phone number associated with the call, often the recipient's office or mobile contact. This is used for reference and follow-up validation.

Parent Call Mobile ID String False

Mobile identifier of the parent call if the current entry is part of a multi-call sequence or follow-up chain. Supports data lineage and grouping.

Pre-Call Notes String False

Narrative notes entered prior to the call, typically outlining objectives, topics to be discussed, or prior engagement context. Aids in call preparation.

Presentations String False

Comma-separated list of presentation identifiers or names shown during the call, typically referencing approved marketing or scientific content shared with the attendee.

Property Decimal False

Numerical field capturing an additional attribute or calculated metric related to the call. This can represent a configurable score, rating, or financial metric depending on organizational use.

Receipt Email Address String False

Specifies the email address designated to receive a digital receipt following the completion of the call. This is typically used to confirm transactions or interactions with healthcare professionals.

Remote Signature Attendee Name String False

Captures the full name of the attendee who provided a signature remotely. This is relevant for virtual meetings where electronic signatures are collected for compliance or verification.

Signature Captured QR Code Bool False

Indicates whether a signature was successfully captured using a QR code-based method during the call. True if captured, false otherwise.

Request Receipt Bool False

Indicates whether the user requested a receipt to be generated and sent for the interaction. A value of true reflects a positive request.

Salutation String False

Represents the formal title or greeting associated with the attendee, such as Mr., Mrs., Dr., or other culturally appropriate honorifics.

Sample Card Reason String False

Provides the rationale or justification for issuing a physical or digital sample card during the call, which can be required for auditing or regulatory compliance.

Sample Card # String False

Contains the unique identifier or number associated with the issued sample card. This is used for tracking and validation purposes.

Sample Limit Transaction Created Bool False

Indicates whether a transaction was automatically created due to sample limit thresholds being met or exceeded during the call. Helps ensure sample compliance.

Sample Send Card # String False

Specifies the identifier for the sample send card, which is used to facilitate sample shipments or transfers as part of the call.

Ship ASSMCA # String False

Contains the ASSMCA number (from Puerto Rico's mental health and addiction services administration) associated with the shipping destination, if applicable.

Ship Address Line 1 String False

Represents the first line of the street address where the materials or samples are to be shipped. This is typically the primary delivery location.

Ship Address Line 2 String False

Optional second line of the shipping address, used for additional location details such as suite number, floor, or building name.

Ship CDS Expiration Date Date False

Specifies the expiration date of the Controlled Dangerous Substances (CDS) license for the shipping destination. Ensures compliance with controlled substance regulations.

Ship CDS # String False

Holds the CDS license number for the recipient address. This number is used to validate the shipment of controlled substances.

Ship City String False

Indicates the name of the city where the shipping destination is located.

Ship Country String False

Specifies the name of the country for the shipping address. Required for international shipping and regulatory purposes.

Ship DEA Expiration Date Date False

Denotes the expiration date of the DEA (Drug Enforcement Administration) license associated with the shipment recipient. This is used to verify authorization to receive regulated products.

Ship DEA # String False

Contains the DEA registration number of the shipping recipient. This number is required for shipments involving controlled substances in the United States.

Ship License Expiration Date Date False

Indicates the date on which the recipient's professional or facility license expires. This is used to confirm that the recipient is currently authorized to receive shipments.

Ship License Status String False

Describes the current status of the recipient's license, such as Active, Suspended, or Expired, to determine eligibility for shipments.

Ship License # String False

Provides the license number associated with the shipping recipient, which can be required for validation and auditing.

Ship Location Id String False

Stores a unique identifier for the shipping location, typically used internally to reference a validated address or site.

Ship Location String False

Gives the full name or description of the location where the shipment is being sent, such as a clinic name or practice site.

Ship State Distributor Expiration Date Date False

Shows the expiration date of the recipient's state-level distributor license, which can be required for legal distribution within certain states.

Ship State Distributor String False

Contains the name or identifier of the state distributor license holder at the shipping location. Required for state-specific regulatory tracking.

Ship State String False

Identifies the U.S. state or equivalent regional authority for the shipping address.

Ship Zip 4 String False

Holds the 4-digit ZIP code extension (ZIP+4) that provides more precise delivery location information within the ZIP code area.

Ship Zip String False

Represents the 5-digit ZIP code for the shipping address, used for standard postal delivery.

Signature Captured Remotely Bool False

Indicates whether the signature was obtained remotely using a compliant virtual signing method, such as via remote detail or tele-detail call functionality.

Signature Captured Share Link Bool False

Specifies whether the signature was collected through a secure shared link, allowing the recipient to sign externally without direct login to the system.

Signature Date Datetime False

The date and time when the signature was officially recorded in the system. This value is captured in the local time of the signing device or environment.

Signature Location Latitude Double False

Latitude coordinate of the location where the signature was captured, typically using the device's GPS for geolocation logging.

Signature Location Longitude Double False

Longitude coordinate corresponding to the geographic location of the signature event, supporting audit trail and compliance tracking.

Signature Page Display Name String False

The display-friendly name of the page on which the signature appears, typically shown in the user interface or reports for clarity.

Signature Page Image String False

A reference or path to the stored image of the page containing the captured signature, which can be stored as a document or binary blob.

Signature Timestamp Decimal False

A precise timestamp (usually in milliseconds since epoch) denoting when the signature action was executed, used for synchronization and audit purposes.

Signature String False

The electronic representation or encoded value of the signature captured, which can include metadata, hash, or a base64-encoded image string.

Significant Event Bool False

Indicates whether the interaction qualifies as a significant event under compliance or regulatory standards, such as a major milestone or agreement.

State Distributor Address Id String False

Unique identifier associated with the state distributor's address record within the Vault system, used for linking and integration.

State Distributor Address Line 1 String False

Primary address line for the state distributor location, typically includes street name and number.

State Distributor Address Line 2 String False

Secondary address line for additional location details such as suite, building, or floor, if applicable.

State Distributor City String False

Name of the city where the state distributor is located, used for geographic reporting and routing.

State Distributor Expiration Date Date False

The expiration date of the distributor's license or authorization to operate within the respective state, used for compliance validation.

State Distributor State String False

Two-character state abbreviation or full name representing the U.S. state in which the distributor is registered.

State Distributor Zip 4 String False

The extended ZIP code (ZIP+4 format) for the distributor's address, enhancing location precision for delivery and reporting.

State Distributor Zip String False

The standard 5-digit ZIP code of the state distributor's registered address.

State Distributor String False

The official name or code representing the authorized distributor within a specific U.S. state jurisdiction.

State String False

Represents the U.S. state or Canadian province in which the activity or entity is located, used for regional reporting and jurisdictional compliance.

Call Status String False

Current status of the call record such as Completed, Cancelled, In Progress, or Planned, used for workflow tracking and operational reporting.

Subject String False

The primary topic, agenda, or purpose of the call, often aligned with the visit objective or discussion focus.

Submit Location Latitude Double False

Latitude coordinate where the call submission occurred, typically collected from the mobile device during finalization.

Submit Location Longitude Double False

Longitude coordinate associated with the physical location where the call was submitted to the Vault platform.

Submit Location Services Status String False

Indicates whether device location services were enabled or disabled at the time of call submission, used to validate geolocation accuracy.

Submit Timestamp Decimal False

High-precision timestamp capturing the exact moment the call data was submitted to Vault. This can be used for ordering and tracking submissions.

Submitted By Mobile Bool False

Boolean flag that indicates whether the call record was submitted using a mobile device rather than through the web interface.

Suggestion Reason String False

The rationale or justification behind the submitted suggestion, typically provided by the user to support process improvements or feedback.

Suggestion Title String False

A concise title or summary for the suggestion provided, aiding in categorization and follow-up analysis.

Supervising Physician Credential String False

Credentials or qualification identifiers for the supervising physician associated with the call, such as MD, DO, or NP.

Supervising Physician License String False

License number or registration identifier of the supervising physician overseeing the call or associated medical activity, used for compliance tracking and credential verification.

Supervising Physician Name String False

Full name of the supervising physician associated with the call, typically used for documentation, reporting, and medical oversight purposes.

Territory String False

Sales or operational territory in which the call occurred, mapped to regional assignments for performance analysis and coverage tracking.

Total Call Attendee Count Decimal False

Total number of individuals who attended the call, including HCPs and internal participants, used for calculating engagement levels and compliance with regulations.

Unlock Bool False

Indicates whether the call record is currently unlocked and available for editing by users with the appropriate permissions.

Vault Clinical External ID String False

External system identifier used to link the Veeva Vault record with a corresponding entry in an external clinical system or integration platform.

From String False

Represents the source or initiating location of the call, often referring to an originating user, team, or virtual location.

Send to Vault Clinical Bool False

Boolean flag that determines whether the call data should be transmitted to Vault Clinical for integration with clinical trials or study data.

Veeva Remote Meeting Id String False

Unique identifier for the Veeva-hosted remote meeting session associated with this call, used for linking virtual call metadata such as duration and participants.

Zip_4 String False

Extended 4-digit ZIP code suffix that provides more granular postal information for the call location, typically used for address validation and targeting.

Zip String False

Primary 5-digit ZIP code representing the geographic location where the call occurred or was logged.

Account Plan String False

Reference to the strategic account plan associated with this call, used to align the call objectives with broader commercial or clinical goals.

Account String False

Primary account or healthcare provider organization involved in the call, used for attribution, Customer Relationship Management (CRM) reporting, and engagement history.

Assigner String False

User or system entity that assigned the call to a field rep or user, typically used for workload distribution and ownership tracking.

Child Account String False

Sub-account or affiliated healthcare provider under the main account hierarchy, relevant for complex account structures and field activity segmentation.

CoBrowse Activity String False

Indicates the co-browsing interaction performed during the call, capturing shared digital interactions such as product detailing or information display.

Presentation String False

Name or identifier of the visual or digital presentation shared during a co-browse session or remote meeting.

EM Event String False

Represents a linked Event Management (EM) event, if the call is associated with an organized activity such as a speaker program or congress.

Error Reference Call String False

Identifier of another call record referenced due to an error or correction in data entry, supporting audit trails and data integrity.

Location Name String False

Descriptive name of the physical or virtual location where the call was held, useful for reporting and logistical insights.

Medical Event String False

Refers to a medical event (such as an adverse event or product complaint) logged during or related to the call, for pharmacovigilance or compliance.

Medical Inquiry String False

Indicates whether a medical inquiry was made during the call, typically linked to Medical Information Requests (MIRs).

Meeting Request String False

Flag or reference indicating whether the call originated from a formal meeting request by the HCP or other stakeholders.

Controlling Parent Account String False

Parent account entity that controls or oversees the current account, providing context for enterprise-level account management.

Parent Address String False

Mailing or physical address of the parent account, used for correspondence and hierarchical reporting.

Parent Call String False

Identifier of the parent call, if this record represents a follow-up or child interaction under a larger call engagement.

Product Priority 1 String False

Primary product prioritized for discussion or detailing during the call, typically ranked based on marketing strategy or HCP interest.

Product Priority 2 String False

Second-tier product prioritized for inclusion in the call agenda or promotional discussion.

Product Priority 3 String False

Third-ranked product considered for discussion during the call, based on rep planning or previous engagement data.

Product Priority 4 String False

Fourth-ranked product listed for potential coverage during the call, often optional depending on time or interest.

Product Priority 5 String False

Indicates the fifth level of product prioritization for the call, typically used to rank detailing order when multiple products are discussed.

Remote Meeting String False

Specifies whether the call was conducted remotely, and can include details such as platform or method of virtual communication.

Controlling Ship to Address Account String False

References the primary account responsible for the shipment destination, typically used in tracking controlled product distribution.

Ship To Address String False

Captures the designated shipping address where materials or samples associated with the call are sent.

Ship To Location String False

Represents a specific internal or external location identifier associated with the ship-to address, often used for inventory and compliance tracking.

Suggestion String False

Contains recommendations or feedback generated during the call, either from the attendee or representative, for future engagement or action.

Supervising Physician String False

Identifies the supervising physician associated with the call, relevant for tracking medical oversight and regulatory compliance.

User String False

Refers to the internal Veeva user or representative who conducted or recorded the call activity.

Owner String False

Holds the unique identifier of the user or team who owns or is responsible for managing the call record.

Call Reminder String True

Specifies whether and when a reminder was set for the call, which can aid in scheduling follow-up activities or tasks.

Preferred Name String True

Stores the attendee's preferred name for personalization in communication and documentation.

Credentials2 String True

Contains the credentials or professional titles of the call attendee, such as MD, DO, PharmD, relevant for reporting and compliance.

Entity Display Name String True

Displays a formatted name for the primary entity associated with the call, used in user interfaces or reports.

Is Parent Call? Decimal True

Indicates whether this call record serves as a parent in a hierarchical call structure, typically used in group call scenarios.

Ship To Address2 String True

Stores an alternative or formatted version of the shipping address for enhanced display or postal compliance.

Signature on Sync String True

Specifies whether a signature was captured and synchronized from a remote session or device, important for digital consent tracking.

Lifecycle String True

Represents the overall lifecycle phase of the call record, such as Planned, Submitted, or Approved.

Lifecycle State String True

Defines the current state within the call lifecycle, used to control visibility, workflow, and permissions.

Lifecycle State Stage ID String True

Holds the internal identifier for the lifecycle stage of the record, used by system workflows and transitions.

Lifecycle Stage String True

Indicates the display label of the current stage in the record lifecycle, which helps users understand progress visually.

zvod_Unique_Group_Activities_vod Bool False

Boolean flag that indicates whether the call involves a unique group activity, typically used to prevent duplicate reporting in group settings.

Signature Request UUID String False

Stores a universally unique identifier for the signature request, enabling secure tracking and validation across systems.

Legacy CRM Id String False

Holds the original identifier from a legacy CRM system, allowing for historical data reference and migration tracing.

Detail Section Attribute String False

Contains metadata or tags related to specific detail sections within the call, used to drive conditional logic or analytics.

Remote Meeting Type String False

Specifies the category of remote meeting, such as Webex, Zoom, or other virtual platforms, to support meeting type analytics.

Suggested Call Channel String False

Indicates the recommended communication channel for the call, such as Face-to-Face, Phone, or Email, typically suggested by the system or rep.

Suggested Call DateTime Datetime False

Stores the system- or user-suggested date and time for the next call, based on rules, preferences, or prior interactions.

Suggested Call Date Date False

Captures the system- or user-suggested date for a follow-up or future call, often based on past engagement or targeting logic.

Microsoft Teams Remote Meeting String False

Indicates whether Microsoft Teams was used as the remote meeting platform, often relevant for compliance, reporting, or integrations.

DEA Address String False

Specifies the address associated with the prescriber's DEA (Drug Enforcement Administration) registration, used for compliance tracking and regulatory reporting.

Account Identifier String True

Represents the unique identifier of the account associated with the call, typically used for linking call records to account master data.

Primary Parent String True

Indicates the top-level parent account or organization associated with the call, used to group calls under a common corporate or hierarchical structure.

Unavailable for Scheduling Bool False

Indicates whether the target person or account was unavailable for scheduling at the time of the call attempt. A value of true prevents future call scheduling until availability is updated.

User Country String False

Specifies the country where the user who logged the call is located. This is used for localization, reporting, and compliance with country-specific regulations.

Account Country String False

Represents the country where the associated account resides, which can influence call eligibility, product restrictions, or regulatory compliance.

Person String False

Identifies the individual (for example healthcare provider or contact) targeted in the call record. This value links the interaction to a person-level entity within Veeva Vault.

Trigger Timestamp Datetime False

Captures the exact date and time when a system or user action triggered the creation or update of the call record, typically used for auditing and time-based reporting.

Documented Interest String False

Records any specific interest expressed by the target during the call, such as interest in a product, service, or follow-up, allowing for personalized engagement planning.

Call Channel Formula String True

Represents a derived field that calculates the communication channel (for example face-to-face, phone, video) used during the call, based on a combination of input data and predefined business logic.

CData Cloud

CallSampleCancels

Logs cancellations of previously requested product samples during calls. This is useful for maintaining compliance records and analyzing sample distribution trends.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the call sample cancel record within the Veeva Vault environment.

Global ID String True

Globally unique identifier assigned by the system to distinguish this record across different Vaults and environments.

Link String False

System-generated hyperlink reference that allows direct access to the record within the Vault user interface.

Call Sample Cancel Name String True

User-defined or system-assigned name of the call sample cancel record, used for display and identification purposes.

Status String False

Current state of the cancellation request, such as Draft, Submitted, or Approved, reflecting its progress in the workflow.

Created By String True

Username or system reference that identifies who initially created the record in the Vault system.

Created Date Datetime True

Timestamp indicating when the record was first created, stored in Coordinated Universal Time (UTC).

Last Modified By String True

Username or system identifier of the user who last made changes to the record.

Last Modified Date Datetime True

Timestamp capturing the most recent update to the record, formatted in UTC.

Mobile ID String False

Identifier used to link this record to the originating mobile device or offline client session where the action occurred.

Controlling Call String False

Reference to the primary call record associated with this sample cancel event, linking it to the broader call activity.

Call Sample String False

Identifier for the specific sample or promotional item that is being canceled from the original call.

Owner String False

Identifier of the user or group designated as the record owner, used for visibility and permissions management.

Legacy CRM Id String False

Identifier carried over from a previous Customer Relationship Management (CRM) system, used for data migration tracking and historical reference.

CData Cloud

CampaignActivityTargetExecutions

Stores detailed execution data for each targeted campaign activity, including performance metrics and delivery outcomes, to support auditing and analysis of campaign effectiveness across multiple customer segments.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the campaign activity target execution record within the Veeva Vault system.

Campaign Activity Target Execution Type String True

Specifies the type of campaign activity target execution, typically reflecting the object classification or subtype used in Veeva Vault.

Global ID String True

System-generated global identifier that uniquely identifies the record across different Vaults and integrations.

Link String False

URL or URI link referencing the object location within the Veeva Vault user interface or API endpoints.

Campaign Activity Target Execution Name String True

Descriptive name of the campaign activity target execution, usually set by the user or integration to represent the action or instance.

Status String False

Indicates the current processing or business status of the campaign activity target execution, such as Planned, In Progress, or Completed.

Created By String True

Username or system identifier of the user who initially created the campaign activity target execution record.

Created Date Datetime True

Timestamp representing the exact date and time when the campaign activity target execution was created in the system.

Last Modified By String True

Username or system identifier of the last user who modified the campaign activity target execution record.

Last Modified Date Datetime True

Timestamp capturing the most recent update made to the campaign activity target execution record.

Outcome String False

Result or impact of the campaign activity execution, potentially reflecting success, failure, or other predefined categories.

Veeva External ID String False

Optional external identifier used for integrations with external systems, allowing reference or reconciliation outside Veeva Vault.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system, used for migration or cross-referencing historical data.

Campaign Activity String False

Reference to the parent campaign activity associated with this execution, linking it back to the broader marketing or sales campaign.

Sent Email String False

Indicates the email communication associated with this campaign execution, typically referencing a related email document or delivery record.

Controlling Campaign String False

Refers to the primary campaign that governs or initiated this activity execution, used to organize campaign hierarchy.

Campaign Target String False

Represents the specific target or recipient of the campaign activity, such as an account, contact, or HCP (Healthcare Professional).

CData Cloud

CampaignGroupActions

campaign_group_action__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Campaign Group Action Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CampaignGroups

campaign_group__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Group Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CampaignJobHistories

Maintains a historical log of automated or manual jobs executed as part of marketing campaigns, capturing metadata such as execution status, start and end times, and any associated error messages for traceability and diagnostics.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the campaign job history record. This is used as the primary key.

Campaign Job History Type String True

Indicates the type or classification of the campaign job history object as defined in the Vault object type field (object_type__v).

Global ID String True

Globally unique system identifier for the campaign job history record, used across integrations and systems.

Link String False

System-generated URL linking to the specific campaign job history record within the Vault user interface.

Campaign Job History Name String True

The user-defined name of the campaign job history record for display and search purposes.

Status String False

The current processing status of the campaign job (for example, Queued, In Progress, Completed, Failed).

Created By String True

Username or system identifier of the user who originally created this campaign job history record.

Created Date Datetime True

Timestamp representing the exact date and time when the campaign job history record was created.

Last Modified By String True

Username or system identifier of the user who last modified this campaign job history record.

Last Modified Date Datetime True

Timestamp of the most recent modification to the campaign job history record.

External ID String False

An optional identifier used to reference this job record from external systems, such as a Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP).

Failed Decimal False

The number of job execution steps or operations that failed during the campaign job run.

Job End Time Datetime False

Timestamp marking the completion time of the campaign job.

Job ID String False

Identifier assigned to this campaign job instance, often used to correlate related job records or logs.

Job Start Time Datetime False

Timestamp representing when the campaign job execution began.

Job Type String False

Specifies the type of job performed in this campaign (for example, Send Email, Assign Target, Update Record).

Successful Decimal False

The number of successful operations or steps completed within this campaign job.

Total Decimal False

The total number of operations or tasks that were attempted during the campaign job execution.

Legacy CRM Id String False

Identifier associated with the campaign job history from a legacy CRM system, used for migration and historical tracking.

Campaign String False

Reference to the campaign object associated with this job history, indicating the broader campaign context.

Owner String False

The Vault user or system entity responsible for ownership of this campaign job history record.

Campaign Activity String False

The specific campaign activity related to this job history, linking the job to a defined task or execution unit within the campaign.

CData Cloud

CampaignQueryBuilders

campaign_query_builder__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Name String True

name__v

Status String True

status__v

Global ID String True

global_id__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Campaigns

Central repository for campaign records, capturing metadata such as campaign name, type, start and end dates, objective, and status, providing a foundational dataset for managing and tracking marketing or outreach initiatives.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the campaign record within the Veeva Vault system.

Campaign Type String True

Indicates the specific type or classification of the campaign, such as Email, Digital, or Field, based on object_type__v.

Global ID String True

A globally unique identifier assigned to the campaign, used for cross-system tracking and synchronization.

Link String False

System-generated URL or hyperlink reference pointing to the campaign record within the Veeva Vault user interface.

Campaign Name String False

The official name or title of the campaign, typically used for display and reporting purposes.

Status String False

The current lifecycle status of the campaign (such as Planned, Active, or Completed), tracked through status__v.

Created By String True

The user ID or username of the individual who initially created the campaign record.

Created Date Datetime True

The exact date and timestamp when the campaign record was first created in the system.

Last Modified By String True

The user ID or username of the individual who most recently updated the campaign record.

Last Modified Date Datetime True

The date and time of the last modification made to the campaign record.

Description String False

A detailed narrative or summary providing additional context or background about the campaign's purpose or content.

End Date Date False

The date when the campaign is scheduled to end or was officially concluded.

Start Date Date False

The date when the campaign is scheduled to start or was officially launched.

Owner String False

The user ID of the person responsible for overseeing or managing the campaign, as defined in ownerid__v.

Legacy CRM Id String False

Identifier from the legacy Customer Relationship Management (CRM) system for migration or historical reference.

External ID String False

An external system identifier for referencing this campaign in third-party platforms or integration tools.

Objectives String False

The strategic goals or intended outcomes of the campaign, such as increasing awareness or driving product adoption.

Campaign Status String False

Detailed indicator of the campaign's execution status within the workflow, separate from general lifecycle state.

Product Group String False

Identifies the therapeutic area or grouping of related products associated with the campaign, derived from detail_group__v.

Parent String False

Reference to a parent campaign if this campaign is part of a larger multi-phase or hierarchical campaign structure.

Product String False

Primary product associated with the campaign, usually referenced by product__v.

User Country String False

The country in which the campaign owner or user managing the campaign is located.

Country Code String False

Standardized country code corresponding to the user's or campaign's geographic location.

Country String False

Full name of the country where the campaign is being executed or targeted, mapped from vcountry__v.

Steps String False

Defined sequence of activities or workflow steps involved in executing the campaign, such as Planning, Execution, and Review.

Campaign Notes String False

Supplementary notes or observations recorded about the campaign by users, including strategic comments or field updates.

Target List Description String False

Narrative summary describing the group of accounts, contacts, or entities being targeted in the campaign.

CData Cloud

CampaignTargets

Defines the specific targets—such as healthcare professionals or institutions—associated with each campaign, including targeting criteria, priority levels, and engagement status to support precise and strategic campaign deployment.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the campaign target record.

Campaign Target Type String True

Specifies the type of campaign target object within Veeva Vault, typically reflecting a predefined object classification such as healthcare provider or account.

Global ID String True

Globally unique system identifier for the campaign target, used across Vault environments for consistent reference.

Link String False

System-generated URL or reference link pointing to the campaign target record within Vault.

Campaign Target Name String True

The display name assigned to the campaign target, used for user-facing identification.

Status String False

Indicates the current operational status of the campaign target, such as Active, Inactive, or Pending.

Created By String True

Username or identifier of the user who originally created the campaign target record.

Created Date Datetime True

Timestamp recording when the campaign target record was initially created.

Last Modified By String True

Username or identifier of the user who last modified the campaign target record.

Last Modified Date Datetime True

Timestamp indicating when the campaign target record was most recently updated.

External Id String False

Custom identifier for integration with external systems, often used to synchronize data between Vault and third-party platforms.

Mobile ID String False

Unique identifier used by mobile applications to track or reference the campaign target in offline mode or mobile transactions.

Campaign String False

Reference to the associated campaign record, linking this target to a specific campaign effort within Vault.

Legacy CRM Id String False

Identifier imported from a legacy Customer Relationship Management (CRM) system, retained for historical mapping or cross-platform consistency.

Territory String False

The geographic or sales territory to which this campaign target is assigned.

Target Owner String False

User responsible for managing the campaign target, typically a sales or marketing representative.

Account String False

The associated account or organization that this campaign target represents.

Target Status String False

Defines the progression or current phase of the campaign target in the campaign lifecycle, such as Planned, In Progress, or Completed.

TList String True

A list-based categorization or tagging system used to organize campaign targets based on targeting logic or segmentation criteria.

CData Cloud

CaseComments

case_comment__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Comment ID String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CaseDispositions

case_disposition__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Code String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CaseDispositionsLists

case_disposition_list__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

List Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CaseForms

case_form__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Case Form Type String True

object_type__v

Global ID String True

global_id__sys

Form ID String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CaseNotes

case_note__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Note ID String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CaseQueues

case_queue__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Queue String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Cases

case__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Case Object Type String True

object_type__v

Global ID String True

global_id__sys

Case Number String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CaseServiceLevelPolicies

case_service_level_policy__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Policy Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CaseTimelines

case_timeline__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Name String True

name__v

Status String True

status__v

Global ID String True

global_id__sys

Case Timeline Type String True

object_type__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CaseUserTasks

case_user_task__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ChannelAssignments

channel_assignment__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Channel Assignment Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ChannelMetrics

Captures quantitative performance indicators across different communication channels (email, chat, in-person, etc.), including impressions, clicks, conversions, and response rates, enabling granular evaluation of channel-specific effectiveness.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the Channel Metrics record.

Channel Metrics Type String True

Specifies the object type classification within Veeva Vault for the Channel Metrics record, typically used for internal processing or data segregation.

Global ID String True

System-assigned global identifier that uniquely identifies this record across different Vaults or environments.

Link String False

System-managed URL or reference link that allows direct access to the Channel Metrics record within the Vault user interface.

Channel Metrics Name String True

User-defined or system-generated name that provides a human-readable label for this Channel Metrics record.

Status String False

Indicates the current lifecycle state or operational status of the Channel Metrics record, such as Active, Inactive, or Archived.

Created By String True

Username or ID of the user who initially created the Channel Metrics record.

Created Date Datetime True

Timestamp capturing the exact date and time the record was created in the Vault system.

Last Modified By String True

Username or ID of the user who most recently modified the Channel Metrics record.

Last Modified Date Datetime True

Timestamp indicating the last time the Channel Metrics record was updated.

Account String False

Reference to the associated customer account for which the channel activity metrics are being tracked.

Channel Source String False

Describes the originating platform or mechanism through which the channel interaction occurred, such as email, SMS, or webinar.

Channel Value String False

Captures the specific value or identifier related to the channel source, such as campaign ID or contact method used.

Email Activity String False

Summarizes the type or category of tracked email-related activity, such as opens, clicks, or bounces.

Email Delivery Error String False

Indicates whether there was a delivery failure or error encountered while sending the email.

External ID String False

Identifier used to reference this record in external systems or integrations, facilitating cross-system traceability.

Last Email Error Date Datetime False

Timestamp of the most recent email delivery failure associated with this Channel Metrics record.

Owner String False

Primary user or group responsible for managing and reviewing the Channel Metrics record.

Sent Email String False

Flags whether an email communication was successfully sent as part of the channel engagement.

Owner2 String False

Secondary or legacy system owner identifier used for data migrations or Customer Relationship Management (CRM) mapping.

Legacy CRM Id String False

Original identifier from the legacy CRM system that maps this record to its historical counterpart.

CData Cloud

ChannelTemplates

aln_channel_template__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Template Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ChatMessages

Stores individual chat message records exchanged within the platform, including timestamps, sender and recipient information, and message content metadata, enabling analysis of communication patterns and support for collaboration audits.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier assigned to each chat message record in the Vault system.

Chat Message Type String True

Specifies the type of chat message, reflecting the underlying object type configured in Veeva Vault (object_type__v).

Global ID String True

System-generated global identifier that uniquely identifies this message record across multiple Vaults (global_id__sys).

Link String False

Direct system-generated URL linking to the chat message record in the Vault UI (link__sys).

Chat Message Name String True

User-defined or system-assigned name of the chat message, commonly used for search and identification (name__v).

Status String False

Current status of the chat message record, such as Active, Archived, or Deleted (status__v).

Created By String True

Username or identifier of the user who created the chat message record (created_by__v).

Created Date Datetime True

Timestamp capturing when the chat message record was initially created in the system (created_date__v).

Last Modified By String True

Username or identifier of the user who last updated the chat message record (modified_by__v).

Last Modified Date Datetime True

Timestamp recording the most recent modification to the chat message record (modified_date__v).

Channel ID String False

External identifier of the communication channel (for example, Teams, Zoom) associated with the chat message (channel_ext_id__v).

Message ID String False

External system identifier corresponding to the specific message in the originating communication platform (external_id__v).

First Name String False

First name of the individual associated with the message, typically the sender or participant (first_name__v).

HCP Engage Connect ID String False

External Engage Connect identifier assigned to the healthcare provider (HCP) involved in the message (hcp_ext_id__v).

Last Name String False

Last name of the individual associated with the message, typically the sender or participant (last_name__v).

Message Metadata String False

JSON or delimited string containing additional metadata such as flags, tags, or delivery status related to the chat message (message_metadata__v).

Message String False

The full text content of the chat message exchanged between users or with healthcare professionals (message__v).

Sender Type String False

Indicates whether the sender is a user, HCP, bot, or system entity (sender_type__v).

Sent Datetime Datetime False

Date and time the message was sent from the originating platform (sent_datetime__v).

User Engage Connect ID String False

External Engage Connect identifier assigned to the Vault user who participated in the message (user_ext_id__v).

Account String False

Reference to the customer or organization account associated with the chat interaction (account__v).

User String False

Vault username or user reference associated with the message record (user__v).

Owner String False

Identifier of the user or system that owns or is responsible for this record in Vault (ownerid__v).

Legacy CRM Id String False

Identifier of the message record as stored in a legacy Customer Relationship Management (CRM) system prior to Vault migration (legacy_crm_id__v).

Forwarded Comment String False

Text or annotation added by a user when forwarding this message to others for review or context (forwarded_comment__v).

Original Author Engage Connect Id String False

External Engage Connect identifier of the original author when the message is forwarded or copied (original_author_ext_id__v).

Original Author String False

Name of the original message author before any forwarding or delegation occurred (original_author_name__v).

Original Message External Id String False

External system identifier of the original message in cases where this message is a forwarded or referenced message (original_message_external_id__v).

User Country String False

ISO country code representing the Vault user's geographic location or operating region (country_code__v).

CData Cloud

ChecklistDesignMasters

checklist_design_master__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Record ID String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ChecklistDesignTranslations

checklist_design_translation__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ChecklistFieldTranslations

checklist_field_translation__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Checklist Field Translation Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ChildAccounts

Stores hierarchical relationships between primary accounts and their linked subordinate accounts, typically used in sales or territory management to reflect business structures and reporting dependencies.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique internal identifier for the child account record used within the database system.

Global ID String True

System-generated global identifier used to uniquely distinguish the record across integrated environments.

Link String False

System link reference that points to the resource endpoint representing this specific child account.

Name String True

The primary display name of the child account, typically used in user interfaces and reports.

Status String False

Current status of the child account, indicating whether it is active, inactive, pending review, or archived.

Created By String True

The username or identifier of the user who originally created the child account record.

Created Date Datetime True

Timestamp indicating when the child account record was initially created in the system.

Last Modified By String True

The username or identifier of the user who last modified the child account record.

Last Modified Date Datetime True

Timestamp indicating the most recent update made to the child account record.

Alternate Name String False

Secondary or alias name for the child account, used for alternate display or search purposes.

Best Times String False

Preferred time ranges for engaging with this account, formatted as a comma-separated list (morning, afternoon, evening).

Child Affiliation Count Decimal False

The number of directly affiliated sub-accounts or entities associated with this child account.

Copy Address Bool False

Boolean flag indicating whether the address details should be copied from a related parent or primary account.

Customer Master Status String False

The status of the child account within the customer master hierarchy, which can reflect synchronization or approval state.

External ID String False

Identifier assigned by an external source system, used for data integration or record matching.

External Key String False

Reference key from an external system used to correlate this record with outside datasets or applications.

Hierarchy Type String False

The classification of the account's position in the organizational or customer hierarchy, such as 'branch', 'division', or 'location'.

Location Identifier String False

A unique code or identifier representing the physical or organizational location of the child account.

Mobile ID String False

Identifier used to track this child account within mobile platforms or mobile-enabled applications.

Network Primary Bool False

Boolean indicator denoting whether this child account is the primary record in a multi-record network relationship.

Parent Affiliation Count Decimal False

Indicates the total number of child account affiliations associated with the specified parent account. This value reflects how many child relationships are currently linked to the parent.

Child Account String False

Reference to the child account entity in the Veeva Vault system. This field captures the unique identifier of the child account in the relationship.

Parent Account String False

Reference to the parent account entity in the Veeva Vault system. This field stores the unique identifier of the account acting as the parent in the child-parent relationship.

Owner String False

Identifier of the user or team assigned ownership of the child account record. This is used for managing access, visibility, and workflow assignments.

Child Account Identifier String True

Unique external identifier for the child account, typically used for integration with Customer Relationship Management (CRM) or legacy systems.

Child Furigana String True

Phonetic representation of the child account's name using Japanese Furigana characters. Helps in accurate name pronunciation and search functionality in Japanese locales.

Parent Account Identifier String True

Unique external identifier for the parent account, generally used for mapping to external CRM or data warehouse systems.

Parent Furigana String True

Phonetic representation of the parent account's name using Japanese Furigana characters. Enables consistent and localized search behavior in Japanese environments.

Child Account Search LastFirst String True

Concatenated version of the child account's name in 'Last, First' format for search optimization, particularly in systems requiring name indexing.

Child Name String True

Display name of the child account, as recorded in the Vault system. This name is typically presented in user-facing applications or reports.

Child Record Type String True

Specifies the record type assigned to the child account, which determines the layout, behavior, and validations applicable to the record.

Formatted Name Furigana String True

Pre-formatted Furigana version of the account name for use in display contexts or systems that require phonetic presentation.

Parent Child Furigana String True

Combined Furigana representation of both parent and child names, aiding in composite identification in localized or hierarchical displays.

Parent Child Name String True

Concatenated name of the parent and child accounts, formatted for readability in hierarchical views or relationship tracking reports.

Parent Name String True

Display name of the parent account entity. This is used for identification and presentation of account hierarchy in user interfaces and exports.

Parent Record Type String True

Specifies the record type associated with the parent account. Determines form layout, data rules, and permissible workflows.

Primary String True

Indicates whether the child account is the primary relationship under the parent account. This is typically a flag value (Yes or No) used for prioritization.

Legacy CRM Id String False

Identifier used by a legacy CRM system to track the account record. Retained for historical integration and data migration purposes.

Veeva Network ID String False

Unique identifier assigned by Veeva Network to unify account data across systems and ensure master data consistency.

Parent Child (Formatted) Name String True

Formatted composite name combining both parent and child account names, designed for improved readability in reports and displays.

CData Cloud

ChildAccountTSFs

Captures Territory Specific Fields (TSFs) for child accounts, enabling localized customization of account data by geography, product focus, or rep alignment within commercial organizations.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Child Account TSF record within the Veeva Vault system. This value is system-generated and immutable.

Child Account TSF Type String True

Specifies the object type classification of the Child Account TSF record, typically used internally to differentiate between various Vault object schemas.

Global ID String True

System-level globally unique identifier used across integrated systems to reference the Child Account TSF record without ambiguity.

Link String False

System-generated hyperlink that provides direct access to the Child Account TSF record within the Veeva Vault user interface.

Child Account TSF Name String False

The human-readable name or label assigned to the Child Account TSF record. This is typically used for display purposes in reports and user-facing views.

Status String False

Current lifecycle state or business status of the Child Account TSF, such as Draft, Approved, or Inactive.

Created By String True

Username or user ID of the person who initially created the Child Account TSF record in the system.

Created Date Datetime True

Timestamp indicating the exact date and time when the Child Account TSF record was first created.

Last Modified By String True

Username or user ID of the person who last modified the Child Account TSF record.

Last Modified Date Datetime True

Timestamp showing when the record was most recently updated, reflecting the last modification event.

External Id String False

Identifier provided by an external system, such as a CRM, used for cross-system record matching and data synchronization.

My Target Bool False

Boolean flag indicating whether the Child Account TSF is assigned as a target for the logged-in user. This is useful for personalizing dashboards and call planning.

Territory String False

Identifier for the geographic or organizational territory to which the Child Account TSF is aligned. This helps determine user visibility and operational boundaries.

Child Account String False

Reference to the associated child account entity. Links this TSF record to a specific account within the hierarchical account structure.

Owner String False

User or group assigned as the owner of the Child Account TSF record, responsible for managing updates and actions related to it.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used prior to Veeva Vault. Preserved for historical context and data migration purposes.

CData Cloud

ChildEventRuleConfigurations

child_event_rule_config__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Child Event Rule Configuration Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ClaimsTargets

Defines associations between annotation keywords and the target claims or concepts they support, facilitating claim substantiation, medical review, and content reuse in promotional materials.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the claim target record. This value is system-generated and used as the primary key within the dataset.

Name String True

User-defined name of the claim target, representing the label or title assigned to the record for easy identification within the application.

Status String False

Current lifecycle state of the claim target record, indicating whether it is active, inactive, archived, or in another configured state.

Created By String True

Username or identifier of the user who originally created the claim target record in the system.

Created Date Datetime True

Timestamp indicating the exact date and time when the claim target record was first created in Veeva Vault.

Last Modified By String True

Username or identifier of the user who last updated or modified the claim target record.

Last Modified Date Datetime True

Timestamp reflecting the date and time of the most recent update to the claim target record.

Claim String False

Keyword or phrase associated with the claim content that this target record is linked to, used for annotation or classification purposes.

Link Target String False

Reference to the specific content or object in Veeva Vault that the claim target is associated with or linked to.

Global ID String True

Globally unique identifier assigned to the claim target record by the system, used to maintain uniqueness across environments and integrations.

Link String False

System-managed URL or reference that directly links to the claim target record, facilitating quick access or redirection within Vault.

CData Cloud

ClinicalSites

Houses information about individual clinical trial sites participating in studies, including site location, investigators, IRB details, and activation status for trial execution and regulatory tracking.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the clinical site record within the Vault system. This value is system-generated and immutable.

Clinical Site Type String True

Specifies the type or classification of the clinical site, based on the object type defined in the Vault configuration.

Global ID String True

System-level global identifier used to ensure cross-environment uniqueness for the clinical site record.

Link String False

System-generated URL link that provides direct access to the clinical site record within Vault.

Site Identifier String False

Unique name or identifier assigned to the clinical site, often used for referencing the site in study documentation.

Status String False

Current operational status of the clinical site, such as Active, Inactive, or Pending Approval.

Created By String True

Username of the Vault user who initially created the clinical site record.

Created Date Datetime True

Timestamp indicating when the clinical site record was first created in the system.

Last Modified By String True

Username of the Vault user who last modified the clinical site record.

Last Modified Date Datetime True

Timestamp indicating when the clinical site record was most recently updated.

Lifecycle State String False

Current lifecycle state of the clinical site record, such as Draft, Approved, or Archived, based on the defined workflow.

Principal Investigator String False

Text entry capturing the name of the primary investigator overseeing activities at the clinical site.

Site Name String False

Text value representing the name of the clinical site for display and reporting purposes.

Site Number String False

Numeric or alphanumeric identifier assigned to the site by the sponsor or regulatory authority.

Vault Clinical External ID String False

External identifier used by Vault Clinical systems to link and synchronize clinical site data across applications.

Vault Clinical Organization External ID String False

External identifier that links the clinical site to a parent organization within Vault Clinical, enabling organization-level tracking and rollups.

Vault Clinical Status String False

Status value used by Vault Clinical to track the site's operational or regulatory readiness, such as Ready for Activation or Closed.

Legacy CRM Id String False

Identifier referencing the clinical site record in a legacy Customer Relationship Management (CRM) system, allowing for cross-platform data alignment.

Principal Investigator2 String False

Lookup field referencing a principal investigator object or record, enabling structured linkage instead of plain text.

Site Name2 String False

Lookup field referencing a predefined site name object, allowing for consistent site naming and reuse.

Study String False

Reference to the associated clinical study record within Vault, linking the site to a specific trial or research initiative.

Country String False

Country in which the clinical site is geographically located, based on standardized country values in the Vault system.

CData Cloud

ClinicalStudies

Stores comprehensive metadata related to clinical studies managed in Vault, including study phase, objectives, protocols, regulatory identifiers, and status for trial oversight and reporting.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier assigned to the clinical study record within the Veeva Vault system.

Clinical Study Type String True

Specifies the object classification for the clinical study, used to define business rules and metadata behavior in Vault.

Global ID String True

System-generated globally unique identifier that ensures cross-environment and cross-object traceability.

Link String False

System-managed link used to access the full clinical study record within the Vault interface.

Study Number String False

Designated identifier or code for the clinical study, typically used in documentation, reporting, and regulatory submissions.

Status String False

Current operational status of the clinical study, such as Planned, In Progress, Completed, or Cancelled.

Created By String True

Username of the individual or system account that created the clinical study record.

Created Date Datetime True

Timestamp capturing the exact date and time when the clinical study record was initially created.

Last Modified By String True

Username of the individual or process that most recently updated the clinical study record.

Last Modified Date Datetime True

Timestamp indicating the most recent modification date and time of the clinical study record.

Lifecycle State String False

Current stage in the study's lifecycle as defined by the Vault lifecycle configuration, such as Draft, Active, or Archived.

Protocol Title String False

Official title of the study protocol, typically used in formal documentation and submissions.

Study Name String False

Descriptive name assigned to the clinical study, often a more readable or branded title than the study number.

Study Phase String False

Indicates the development phase of the study, such as Phase I, Phase II, Phase III, or Phase IV, based on regulatory classification.

Study Start Date Date False

Planned or actual start date of the clinical study, indicating when participant enrollment or data collection begins.

Vault Clinical External ID String False

Identifier used to map the clinical study to an external system or reference source, enabling data integration and interoperability.

Product String False

Name or identifier of the investigational product or therapy associated with the clinical study.

Vault Clinical Status String False

Extended status field specific to Vault Clinical applications, reflecting detailed state transitions or process-driven status tracking.

Legacy CRM Id String False

Identifier carried over from a previous Customer Relationship Management (CRM) system, used for legacy record mapping or audits.

Owner String False

Vault user ID or role responsible for maintaining and managing the clinical study record.

CData Cloud

ClinicalTrials

Stores detailed information about clinical trial records, including trial identifiers, phases, study design, therapeutic areas, and associated investigational products, as captured in the Veeva Vault Clinical module.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the clinical trial record within the Veeva Vault platform.

Global ID String True

Globally unique system-assigned identifier used to track and link the clinical trial across Vault environments and integrations.

Link String False

System-generated URL that provides direct access to the clinical trial document within the Vault interface.

Clinical Trial Name String False

Human-readable title of the clinical trial as stored in the Vault, typically reflecting the study's official or working name.

Status String False

Current lifecycle status of the clinical trial record, such as Active, In Review, or Archived, based on Vault workflows.

Created By String True

Username or ID of the user who initially created the clinical trial record in the system.

Created Date Datetime True

Timestamp indicating when the clinical trial record was first created in Vault, including date and time.

Last Modified By String True

Username or ID of the last user who made updates to the clinical trial record.

Last Modified Date Datetime True

Timestamp of the most recent update to the clinical trial record, reflecting changes to metadata or status.

Date Date False

General-purpose date field associated with the clinical trial, which can represent planning or reference timelines depending on configuration.

Description String False

Detailed textual description or summary of the clinical trial's purpose, design, or objectives as entered by the user.

End Date Date False

Scheduled or actual end date of the clinical trial, typically representing when the last participant visit or final data collection occurs.

External ID String False

Identifier used by external systems or sponsors to reference the clinical trial, ensuring cross-system alignment.

ID2 String False

Custom identifier field often used to map to secondary systems or for internal reference beyond the primary Vault ID.

Phase String False

The clinical phase of the trial, such as Phase I, Phase II, Phase III, or Phase IV, indicating the trial's stage in development.

Role String False

Role assigned to the record owner or organization in the context of the clinical trial, such as Lead, Site, or Monitor.

Sponsor String False

Name of the organization or entity that is funding and overseeing the clinical trial.

Start Date Date False

Scheduled or actual start date of the clinical trial, marking the beginning of subject enrollment or site activation.

Clinical Trial Status String False

Specific status of the clinical trial's execution phase, such as Planned, Ongoing, or Completed, reflecting operational progress.

Account String False

Reference to the associated account entity, which can represent a research organization, sponsor, or clinical site.

Owner String False

User ID or group responsible for the clinical trial record, used for permissioning and task routing within Vault.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system, used for backward compatibility or data migration tracking.

CData Cloud

CLMPresentations

Contains metadata for Closed Loop Marketing (CLM) presentations used in field engagement, including presentation names, product affiliations, content versions, and distribution configurations.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Closed Loop Marketing (CLM) presentation record within the system.

Global ID String True

System-generated global identifier that uniquely identifies the presentation across environments.

Link String False

System-defined URL or Vault link pointing to the CLM presentation asset.

CLM Presentation Name String False

Display name of the CLM presentation as stored in the Vault, typically shown to end users.

Status String False

Current lifecycle status of the presentation (such as Draft, Approved, or Obsolete) as defined in Vault.

Created By String True

Username or identifier of the person or process that initially created the CLM presentation.

Created Date Datetime True

Timestamp representing when the CLM presentation record was first created in the system.

Last Modified By String True

Username or identifier of the user who last updated the presentation metadata.

Last Modified Date Datetime True

Date and time of the most recent modification made to the presentation record.

Approved? Bool False

Boolean flag indicating whether the presentation has been approved for use in CLM distribution.

Content Channel String False

The communication or distribution channel associated with the CLM presentation, such as email, rep channel, or self-service portal.

Control Visibility String False

Defines the visibility rules or constraints applied to the presentation for access control.

Copied From String False

ID or reference of the original presentation from which this record was duplicated.

Copied On Datetime False

Timestamp of when the presentation was copied from another record.

Default Presentation Bool False

Indicates whether this presentation is marked as the default selection when displaying multiple presentations to users.

Description String False

Free-text field used to provide a more detailed description of the presentation's purpose, scope, or content.

Enable Survey Overlay Bool False

Boolean flag that determines whether the survey overlay functionality is enabled for this presentation during playback.

End Date Date False

Date after which the presentation should no longer be considered active or visible in CLM tools.

Hidden? Bool False

Boolean value that, if true, hides the presentation from default views within the CLM application.

Keywords String False

Comma-separated list of keywords used to classify or tag the presentation for search and categorization (for example, oncology, cardiology, diabetes).

Mobile ID String False

Unique identifier assigned to the presentation specifically for mobile device synchronization or usage.

Original Record ID String False

Identifier of the initial record used to create this version of the presentation, used in versioning or cloning scenarios.

Parent Id String False

Reference to the parent document or folder that logically groups or owns this CLM presentation.

Presentation Id String False

Vault-assigned identifier used to distinguish this presentation in CLM systems, often used for integrations.

Rendition MD5 String False

MD5 hash of the presentation's content rendition, used to ensure file integrity and detect changes.

Start Date Date False

Date on which the CLM presentation becomes active or available for use.

CLM Presentation Status String False

Current lifecycle status of the CLM presentation, such as Draft, Approved, or Published.

Training Content Bool False

Indicates whether the presentation is intended for internal training purposes rather than customer-facing use.

Type String False

Specifies the classification or format of the CLM presentation, such as 'Interactive PDF' or 'HTML5'.

Veeva External ID String False

Unique identifier assigned externally to the presentation within the Veeva ecosystem.

Vault DNS String False

Domain name of the Vault instance hosting the presentation, used for system-level identification.

Vault Document ID String False

Internal numeric identifier of the associated Vault document record that stores the CLM presentation.

Vault External Id String False

Externally visible ID assigned to the Vault document, used for cross-system references.

Vault GUID String False

Globally unique identifier for the Vault document, ensuring uniqueness across environments and integrations.

Vault Last Modified Date Time Datetime False

Timestamp of the most recent modification to the presentation metadata or document content within Vault.

Version String False

Version label of the CLM presentation document, often used to track revisions over time.

Share as Engage Link Bool False

Indicates whether the presentation is enabled to be shared via a Veeva Engage meeting link with external stakeholders.

Allow Remote CLM Bool False

Specifies whether the presentation can be accessed and presented remotely using Veeva Customer Relationship Management (CRM) Remote CLM functionality.

Need Slide Notes Bool False

Flag indicating if slide notes are required to be included for speaker reference or compliance documentation.

Detail Group String False

Grouping label used for segmentation and reporting, often aligned with therapeutic area or product campaign.

Directory String False

Folder or hierarchical path within the Vault content library where the presentation is stored.

Product String False

Name or identifier of the product associated with this CLM presentation, used for mapping to commercial assets.

Survey String False

Reference to an associated survey or feedback form linked to the presentation experience.

Owner String False

User ID of the Vault user who owns or maintains the CLM presentation document.

Total Slides Double False

Total number of slides or individual content units contained within the presentation.

Legacy CRM Id String False

Historical identifier used in legacy CRM systems to reference this presentation.

Event Content String False

Indicates whether the content was designed for or used in a specific event, such as a speaker program or congress.

Legacy iPad Content Mode Bool False

Flag used to denote compatibility with legacy iPad content delivery modes or formatting standards.

ISI Document String False

Reference to the associated Important Safety Information (ISI) document required for regulatory compliance.

PI Document String False

Reference to the corresponding Prescribing Information (PI) document linked to the presentation.

External Display Name String False

Public-facing name of the presentation as it appears to external users or on shared platforms.

Publish Method String False

Specifies the method used to publish the presentation, such as Manual Upload or Vault Auto-Publish.

Language String False

Primary language of the presentation content, used for localization and audience targeting.

Allow PDF Download Bool False

Controls whether users are permitted to download the presentation as a PDF document.

Allow Source Download Bool False

Indicates whether the original source files of the presentation can be downloaded by users.

Slide Versioning Method String False

Describes the strategy for managing slide versioning, such as Full Presentation vs. Individual Slide Updates.

CData Cloud

CLMPresentationSlides

Defines individual slides associated with CLM presentations, including slide sequence, content type (HTML, video, PDF), associated messaging strategies, and visibility settings.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the presentation slide record within the system.

Global ID String True

System-generated global identifier used to ensure uniqueness across all Veeva Vault environments.

Link String False

Internal system link or URL reference associated with this Closed Loop Marketing (CLM) presentation slide.

CLM Presentation Slide Name String True

The display name of the CLM presentation slide, used in Vault and on devices.

Status String False

The current lifecycle state of the CLM presentation slide, such as Draft, Approved, or Inactive.

Created By String True

Username of the user who originally created the CLM presentation slide in the Vault system.

Created Date Datetime True

Date and time when the presentation slide record was initially created in Vault.

Last Modified By String True

Username of the user who most recently updated the CLM presentation slide record.

Last Modified Date Datetime True

Date and time when the presentation slide record was last modified.

Display Order Decimal False

Numeric value that determines the order in which this slide is shown in the presentation sequence.

External ID String False

Identifier assigned to the slide by external systems, used for synchronization or integration purposes.

Mandatory Slides String False

Comma-separated list of slide IDs or keys that are required to be presented with this slide (for example, slide1, slide2, slide3).

Mobile ID String False

Unique identifier used by mobile platforms to reference this CLM slide.

Veeva External ID String False

Identifier used by external Veeva integrations to reference this presentation slide across systems.

Presentation String False

Reference to the parent CLM presentation to which this slide belongs.

Key Message String False

Link to the associated key message that this slide supports or conveys within the presentation.

Sub Presentation String False

Reference to a subordinate presentation, if this slide is part of a nested CLM presentation hierarchy.

Legacy CRM Id String False

Identifier used by legacy Customer Relationship Management (CRM) systems to track or map this slide prior to Veeva Vault adoption.

CData Cloud

CoachingReports

Captures coaching feedback and assessments provided by managers to field representatives, including competencies evaluated, performance scores, and coaching notes aligned to compliance standards.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the coaching report record within the system.

Global ID String True

System-generated global identifier that ensures uniqueness across Vault environments.

Link String False

Direct system URL link to access the coaching report document within Veeva Vault.

Coaching Report Name String True

The name or title assigned to the coaching report, typically used to identify the report in user interfaces and search results.

Status String False

The current workflow state of the coaching report, such as Draft, In Review, or Approved.

Created By String True

The username or user ID of the individual who initially created the coaching report.

Created Date Datetime True

Timestamp indicating when the coaching report was first created in the system.

Last Modified By String True

The username or user ID of the individual who last modified the coaching report.

Last Modified Date Datetime True

Timestamp of the most recent update made to the coaching report.

Business Account Planning String False

Qualitative or quantitative assessment of the employee's effectiveness in planning for business accounts.

Call Productivity String False

Evaluation metric reflecting the employee's efficiency and output during customer calls or visits.

Comments String False

Optional text field for additional feedback, notes, or qualitative observations provided by the coach or manager.

Customer Focus String False

Score or narrative indicating how well the employee demonstrates attentiveness to customer needs and relationship building.

Knowledge Expertise String False

Assessment of the employee's depth of product, therapeutic, or operational knowledge relevant to their role.

Mobile ID String False

Unique mobile-specific identifier associated with the coaching report, typically used in offline scenarios or mobile sync operations.

Review Date Date False

The date on which the coaching review session took place or was recorded.

Review Period String False

The reporting period that the coaching session covers, such as Q1 2025 or January 2025.

Coaching Report Status String False

Custom-defined status field to indicate progression or outcomes beyond standard workflow statuses.

Strategic Planning String False

Evaluation of the employee's ability to think strategically, prioritize objectives, and align efforts with business goals.

Employee String False

Reference to the employee being evaluated, typically a foreign key linking to the employee record.

Manager String False

Reference to the manager or supervisor conducting the coaching review, typically a foreign key linking to the manager's record.

Owner String False

User ID or system reference indicating ownership of the record for workflow and visibility purposes.

Overall Rating Double True

Final numeric rating summarizing the employee's overall performance based on coaching evaluation criteria.

Legacy CRM Id String False

Identifier carried over from a previous Customer Relationship Management (CRM) system, used for historical mapping or migration purposes.

CData Cloud

CompanyCollaborations

Represents formal collaboration relationships between a user's organization and external companies, including partner organization names, roles, access permissions, and collaboration agreements.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the company collaboration record within the Vault database.

Company Collaboration Type String True

Specifies the object type of the company collaboration, which determines the applicable fields and behavior within Veeva Vault.

Global ID String True

System-generated global identifier that uniquely distinguishes the record across all Vault environments and integrations.

Link String False

Internal Vault system link that provides a direct reference to this company collaboration record.

Company Collaboration Name String True

User-defined or system-generated name of the company collaboration, used to identify the record in Vault interfaces and reports.

Status String False

Current status of the collaboration record, such as Active, Inactive, or Pending, used to manage lifecycle stages and workflows.

Created By String True

Username or system identity that originally created the collaboration record in Vault.

Created Date Datetime True

Timestamp indicating when the collaboration record was first created in the system.

Last Modified By String True

Username or system identity that last updated the collaboration record, used for audit tracking.

Last Modified Date Datetime True

Timestamp indicating the most recent update made to the collaboration record.

Company Name String False

Name of the external or internal company participating in the collaboration, as defined within the Vault record.

Details String False

Free-text field for entering additional information or context related to the nature and scope of the company collaboration.

External Id String False

Identifier provided by external systems used for synchronization, integration, or cross-referencing with third-party platforms.

Record Type Name String False

The specific record type assigned to this company collaboration, which can influence field visibility, validation rules, and business logic.

Relationship Strength String False

Assessment of the strength or depth of the collaboration relationship, typically categorized (for example, Strong, Moderate, Weak) for analytics or Customer Relationship Management (CRM) strategies.

Account String False

Reference to the associated account or organization record that this collaboration is linked to, establishing relationship context.

Owner String False

User or team assigned ownership of the collaboration record, responsible for managing updates and workflows.

Legacy CRM Id String False

Identifier used in legacy CRM systems to track or migrate historical collaboration data into Vault.

CData Cloud

Competitors

Stores structured data on competitor organizations, including company profiles, product lines, market segmentation, and positioning intelligence relevant to strategic planning.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the competitor record within the Veeva Vault environment.

Competitor Type String True

Specifies the classification of the competitor, based on predefined business object types defined in Vault (object_type__v).

Global ID String True

Globally unique identifier automatically assigned by Vault to distinguish this record across environments and integrations (global_id__sys).

Link String False

Direct system-generated link to the competitor record within the Vault platform, used for navigation or referencing (link__sys).

Name String False

The official or commonly recognized name of the competitor entity (name__v).

Status String False

Indicates the current state of the competitor record, such as Active, Inactive, or Archived, based on the Vault lifecycle (status__v).

Created By String True

Username or user ID of the individual who originally created the competitor record in Vault (created_by__v).

Created Date Datetime True

Timestamp indicating when the competitor record was initially created in the Vault system (created_date__v).

Last Modified By String True

Username or user ID of the individual who most recently updated the competitor record (modified_by__v).

Last Modified Date Datetime True

Date and time of the last update made to the competitor record (modified_date__v).

Country String False

Country associated with the competitor's primary location or business registration (country__v).

External ID String False

External reference identifier used to link this record with external systems or data sources (external_id__v).

Mobile ID String False

Unique identifier used to track the competitor record when accessed or managed via mobile applications (mobile_id__v).

Parent Company String False

Name or identifier of the parent organization to which this competitor entity belongs (parent_company__v).

Website String False

URL of the competitor's official website or online presence, if available (website__v).

CData Cloud

ConcurSettings

Holds configuration settings for integration between Veeva Vault and SAP Concur, such as API endpoints, authentication tokens, and expense data mapping rules.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Concur Settings record, typically used as the primary key in integrations or internal references.

Global ID String True

System-generated global identifier used to uniquely track this record across environments or integrations.

Link String False

System-generated URL or reference link to the current record within Veeva Vault.

Name String False

Human-readable name or title assigned to the Concur Settings configuration.

Status String False

Current lifecycle state of the record, such as Active, Inactive, or Archived, based on system-defined status values.

Created By String True

Username or user ID of the person or system that originally created the record.

Created Date Datetime True

Timestamp indicating when the record was initially created in the system.

Last Modified By String True

Username or user ID of the person or system that most recently updated the record.

Last Modified Date Datetime True

Timestamp capturing the date and time of the last modification to the record.

Account Attendee Type Code String False

Code representing the attendee type classification for accounts in Concur event mapping.

Company Id String False

Identifier for the Concur-integrated company associated with this configuration, used to scope settings to a specific company.

OAuth Refresh Token String False

Secure token used to request new access tokens when integrating with Concur's OAuth authentication flow.

Attendee Customized Fields String False

Comma-separated list of additional field identifiers used to store custom attributes for attendees.

Call Attendee Mapping String False

Configuration reference for how attendees in Concur are linked to call records in Vault.

Call Mapping String False

Configuration for how Vault call records are matched to Concur data elements.

Call Primary Attendee Mapping String False

Defines the mapping logic for associating the primary attendee in a Vault call with the appropriate Concur record.

Company Domain String False

Internet domain associated with the company used for validating Concur integrations or filtering data.

Concur Admin Username String False

Username of the Concur administrator account used to manage and authorize API-based integrations.

Concur Data Center Region String False

Region where the associated Concur data center is located, such as US, EU, or CN, used for directing API requests.

Concur Select Mode Decimal False

Numeric code that determines selection or filtering logic when syncing data from Concur to Vault.

Contact Attendee Type Code String False

Code that specifies how contact-type attendees are identified during integration with Concur.

Email Notification Recipients String False

Comma-separated list of email addresses that should receive notifications when integration events or errors occur.

Event Speaker Attendee Type Code String False

Code used to classify attendees that are speakers at events in Concur-Vault mapping.

Event Team Member Attendee Type Code String False

Code used to categorize event team members during attendee synchronization from Concur.

Expense Customized Fields String False

List of user-defined fields that capture additional expense information from Concur during data transfer.

Expense Header Expense Type Code String False

Expense type code that is applied at the header level for Concur expense reports imported into Vault.

Expense Key String False

Unique identifier used to link specific expense records from Concur to Vault records during data import.

Medical Event Attendee Mapping String False

Mapping logic that determines how medical event attendees in Vault correspond to Concur records.

Medical Event Mapping String False

Mapping rules that align Vault medical event records with corresponding event data from Concur.

OAuth Key String False

The unique client key issued by Concur used to authenticate this application when requesting access tokens via the OAuth protocol.

OAuth Secret String False

The confidential client secret associated with the OAuth Key, used to securely validate the application during OAuth token exchanges.

OAuth Access Token String False

The token granted after successful authentication, used to authorize API requests made to the Concur system on behalf of a user or integration.

Other Attendees Type String False

The classification or identifier for non-user attendees included in expense reports, such as external consultants or guests, as configured in Concur.

Payment Type String False

The method of payment associated with Concur expense transactions, such as corporate card, personal card, or cash.

User Attendee Type Code String False

A predefined internal code representing the type of event attendee who is a Concur-registered user, often used for mapping or filtering attendee records.

Write In Event Attendee Type Code String False

The code representing attendees who are manually entered into event records, typically for ad hoc participants not pre-registered in Concur.

Setup Owner ID String False

The internal identifier for the user or system entity that owns or manages the current Concur integration setup in Vault.

Security Profile String False

The name or reference of the security profile applied to this integration, determining access permissions and data visibility within Veeva Vault.

Legacy CRM Id String False

A reference identifier for Customer Relationship Management (CRM) systems previously used before the current Concur integration, retained for backward compatibility or data migration.

Concur API Version String False

Specifies the version of the Concur API being targeted by this integration, ensuring compatibility with available endpoints and features.

Application Profile String False

The application-level configuration profile that defines environment-specific settings and parameters for the Concur integration.

CData Cloud

ConnectionAuthorizations

Manages system-level authorizations for API and integration connections, detailing credentials, scopes, expiration policies, and linked third-party systems used across Vault environments.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the connection authorization record, used as the primary key in the system.

Connection Authorization Type String True

Specifies the type of authorization object, such as OAuth 2.0 credentials or basic authentication, as defined in the object type metadata.

Name String False

Human-readable name assigned to the connection authorization, typically used for display purposes and to help users identify the record.

Status String False

Indicates the current state of the connection authorization, such as Active, Inactive, or Expired, which determines whether the credentials are usable.

Created By String True

Username or system identifier of the user who created this authorization record, used for audit tracking.

Created Date Datetime True

Timestamp indicating when the authorization record was initially created in the system.

Last Modified By String True

Username or system identifier of the user who last updated this authorization record.

Last Modified Date Datetime True

Timestamp indicating when the authorization record was most recently updated.

User Name String False

Username associated with the connection, typically used in basic authentication workflows or API identity verification.

Password String True

Encrypted or obfuscated password associated with the username for basic authentication. Stored securely and only accessible under restricted conditions.

Global ID String True

System-generated global identifier used to uniquely identify this record across environments or integrations.

Link String False

Hyperlink or system reference that provides direct access to the connection authorization record in the Veeva Vault user interface.

Client ID String False

OAuth 2.0 client ID used to identify the external application during the token exchange process for API access.

Client Secret String True

OAuth 2.0 client secret corresponding to the client ID, used to authenticate the application when requesting access tokens from the authorization server.

CData Cloud

ConnectionFieldMappings

Stores the mapping between external system fields and Vault fields for connection configurations. This enables seamless data transformation and integration across systems by defining how individual data fields correspond between platforms.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the connection field mapping record within the Veeva Vault database.

Connection Field Mapping Type String True

Specifies the object type of the connection field mapping; used to distinguish this record from other object types in the system.

Global ID String True

System-generated globally unique identifier for the record, primarily used for integrations and cross-system references.

Link String False

System-level link or reference used to navigate directly to the connection field mapping record in the Vault interface.

Name String True

Descriptive name of the connection field mapping, typically used for user reference and reporting.

Status String False

Current lifecycle status of the connection field mapping, indicating whether it is active, inactive, or in another defined state.

Created By String True

Username or system process that created the record; helpful for auditing and data ownership tracking.

Created Date Datetime True

Timestamp of when the connection field mapping record was initially created in the Vault system.

Last Modified By String True

Username or system process that last modified the record, used for audit and traceability purposes.

Last Modified Date Datetime True

Timestamp of the most recent update to the record, reflecting its latest state.

CRM Field String False

Name of the field in the external Customer Relationship Management (CRM) system (such as Salesforce) that is mapped to the Vault connection field.

CRM Object String False

Name of the CRM object (such as Account or Contact) that contains the field being mapped to Vault.

Connection Field String False

Name of the corresponding field in Vault that is linked to the external CRM field for data synchronization.

External ID String False

Unique identifier used by external systems to reference the connection field mapping. This can be used for syncing or external lookups.

Connection Field Mapping Status String False

Custom field indicating the operational status of the mapping, such as Enabled, Disabled, or Deprecated.

System Mapping Bool False

Boolean flag indicating whether this mapping is system-defined (true) or user-defined (false).

Legacy CRM Id String False

Optional identifier from a legacy CRM system used for backward compatibility or data migration.

Connection String False

Refers to the connection configuration it belongs to, linking mappings to specific integration connections.

CData Cloud

Connections2

Represents internal system-managed connection metadata for integrations between Vault and external applications. This is used by the platform to track and manage background sync processes and connection lifecycle states.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the connection record. This value is automatically generated by the system.

Connection Type String True

Indicates the classification of the connection, typically representing the object type used to manage integration points in the Vault environment.

Name String False

Human-readable name assigned to the connection for identification within the Vault interface.

Status String True

Current operational status of the connection, such as Active, Inactive, or Pending, reflecting its readiness for use.

Created By String True

Username of the Vault user who initially created the connection record.

Created Date Datetime True

Timestamp recording when the connection record was first created in the Vault system.

Last Modified By String True

Username of the Vault user who last updated the connection details.

Last Modified Date Datetime True

Timestamp of the most recent modification to the connection record.

Lifecycle String True

Represents the lifecycle associated with the connection object, defining its phases and allowed transitions.

Lifecycle State String True

Current state within the defined lifecycle, such as Draft, Approved, or Retired.

API Name String False

System-generated, API-safe name used for programmatic access to the connection record.

Authorized Connection User String False

Internal system user or integration user that is authorized to establish and manage this connection.

Description String False

Detailed explanation of the connection's purpose, scope, or configuration settings, maintained for documentation and auditing.

Contact Email String False

Email address of the external party or system administrator responsible for the remote end of the connection.

Contact Name String False

Name of the remote contact person or administrator managing the external system or integration.

Remote Domain String False

Domain name of the remote Vault or external system associated with this connection.

Remote Vault ID String False

System-level unique identifier assigned to the external or target Vault involved in the connection.

Remote Vault Name String False

Name of the external or target Vault that this connection points to.

Remote Connection ID String True

Identifier of the corresponding connection on the remote Vault or external system, enabling bidirectional integration tracking.

URL String False

Endpoint URL used by the connection to transmit or receive data, typically representing an API or service address.

Authorization String False

Reference to the authorization configuration applied to this connection, such as OAuth, certificate-based, or token authentication.

Certificate ID String False

Identifier of the certificate used to establish a secure connection, if certificate-based authentication is configured.

Global ID String True

Globally unique identifier for the connection record, used for cross-Vault synchronization and tracking.

Link String False

Hyperlink or reference to the connection record within Vault, typically used for navigation or integration.

System Managed Bool False

Indicates whether the connection is automatically managed by the Vault system as part of a predefined configuration.

Supports Crosslinks Bool True

Specifies whether this connection supports crosslinking, allowing documents or records to reference content across Vaults.

CData Cloud

Connections3

Defines user-configured integration connections between Vault and third-party systems. This includes connection credentials, endpoints, and status indicators to manage authenticated data exchanges.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the connection record, used as the primary key for referencing this row.

Connection Type String True

Specifies the type or category of the connection, such as Salesforce, Veeva Network, or other integrated platforms.

Global ID String True

A system-assigned globally unique identifier used across Vault environments to ensure consistent record identification.

Link String False

Direct URL or hyperlink reference to the detailed view of this connection record within the Vault user interface.

Name String True

Human-readable name assigned to the connection, typically used to help users identify the connection in the UI.

Status String False

Current operational state of the connection, such as Active, Inactive, or Error, indicating whether the integration is functioning as expected.

Created By String True

Username or ID of the user or system that initially created the connection record in the Vault system.

Created Date Datetime True

Date and timestamp indicating when the connection record was originally created.

Last Modified By String True

Username or ID of the user or system that last updated the connection record.

Last Modified Date Datetime True

Date and timestamp of the most recent update to the connection record, reflecting the last change made.

Connection URL String False

The endpoint or base URL used by the system to initiate API calls or synchronization with the external system.

External ID String False

An optional ID provided by an external system to uniquely identify this connection outside of Vault.

Last Sync Date Datetime False

The most recent timestamp when data synchronization with the external system was completed.

Last Sync Status String False

Outcome or result of the last attempted synchronization, such as Success, Failure, or Partial Success.

Next Sync Date Datetime False

Scheduled date and time for the next planned synchronization event with the connected system.

Sync Settings String False

Serialized or structured configuration string that defines how synchronization is performed, including rules or options.

Type String False

Subtype or specific classification of the connection, used to further categorize integration types.

Legacy CRM Id String False

Identifier carried over from a previous Customer Relationship Management (CRM) system, used for backward compatibility or historical reference.

Owner String False

User ID or reference to the Vault user who is assigned ownership or responsibility for managing this connection.

CData Cloud

ConnectionValueMappings

Contains mappings of specific values between Vault and external systems for use in data transformations. This supports translation of enumerated values, such as statuses or codes, to ensure consistency across integrated platforms.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the value mapping record, used internally to reference the specific entry within the Veeva Vault system.

Connection Value Mapping Type String True

Specifies the Vault object type of this record, typically used for system classification and metadata operations.

Global ID String True

System-generated global identifier assigned to ensure cross-system uniqueness across Vault environments.

Link String False

System-generated hyperlink or URI that provides a direct reference to the value mapping record within the Vault interface.

Name String True

Human-readable name assigned to this value mapping for easier identification within integrations and configuration screens.

Status String False

Current lifecycle status of the value mapping record, such as Active, Inactive, or Deprecated, used to determine its availability.

Created By String True

Username or system account that originally created the value mapping entry within the Vault system.

Created Date Datetime True

Timestamp representing the exact date and time when the value mapping record was first created.

Last Modified By String True

Username or system account that most recently modified the value mapping record.

Last Modified Date Datetime True

Timestamp representing the most recent update to this value mapping record, reflecting when its content or metadata changed.

CRM Value String False

Original value from the Customer Relationship Management (CRM) system that is being mapped to a corresponding value in the Vault environment.

Connection Value String False

Target value in the connection system (such as Vault or another integrated application) that the CRM value maps to.

External ID String False

An external system's identifier for this mapping entry, used for reference during synchronization or data exchange.

Legacy CRM Id String False

Identifier from a previous CRM system (now deprecated or replaced), maintained for historical compatibility or data migration.

Connection Field Mapping String False

Reference to the specific field mapping configuration that governs how this CRM value is translated into the corresponding connection value.

CData Cloud

ConsentLines

Captures individual records of user or stakeholder consent related to marketing or communication activities. Each entry reflects a specific consent instance tied to a user, including scope, method, and timestamp of consent.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the consent line record. This is typically used as the primary key within the table.

Consent Line Type String True

Specifies the Vault object type for the consent line, allowing differentiation between record subtypes.

Global ID String True

System-generated globally unique identifier for the record, used across integrated systems to ensure consistent referencing.

Link String False

System-generated URL that provides a direct link to view the consent line record within the Veeva Vault interface.

Name String True

Descriptive name of the consent line as defined by the user or system, which serves as a human-readable label.

Status String True

Current status of the consent line, indicating if it is active, inactive, archived, or in another defined state.

Created By String True

Username of the Vault user who originally created the consent line record.

Created Date Datetime True

Timestamp indicating when the consent line record was first created.

Last Modified By String True

Username of the Vault user who last modified the consent line record.

Last Modified Date Datetime True

Timestamp showing the most recent modification date and time for the consent line record.

Content Type Display Name String False

User-facing display name for the type of content associated with this consent line, such as Brochure, Video, or Slide Deck.

Detail Group Display Name String False

Human-readable name representing the group of detailed information this consent line belongs to, often used in reporting or segmentation.

Display Order Decimal False

Numeric value indicating the sequence in which the consent lines should appear in user interfaces or reports.

End Date Date False

The date on which the consent associated with this line expires or becomes inactive.

Group By String False

Field used to categorize or aggregate consent lines, often for reporting purposes or to support grouped display logic.

Product Display Name String False

Descriptive name of the product associated with this consent line, visible to users and derived from the product metadata.

Start Date Date False

The date on which the consent associated with this line becomes valid or active.

Sub Channel Description String False

Detailed explanation of the sub-channel through which the consent content is delivered, such as Email, Web Portal, or Event Booth.

Sub Channel Display Name String False

Readable name used to label the sub-channel associated with the consent line in user interfaces.

Sub Channel Key String False

Unique identifier used internally to distinguish between different sub-channels linked to the consent line.

Consent Type String False

Defines the type of consent being recorded, such as opt-in, opt-out, or informed consent, based on regulatory or organizational policies.

Content Type String False

Internal reference to the content classification tied to the consent line, enabling tracking of what content consent was given for.

Detail Group String False

Internal identifier for the group to which the detailed consent information belongs, used for back-end grouping and filtering.

Product String False

Internal product reference used for associating the consent line with a specific pharmaceutical or commercial product.

Lifecycle String True

Specifies the lifecycle associated with the record, which governs transitions, permissions, and behavior in Vault.

Lifecycle State String True

Current state of the record within its lifecycle, such as Draft, In Review, or Approved.

Lifecycle State Stage ID String True

System-level identifier indicating the stage of the lifecycle state, often used in automation or reporting.

Lifecycle Stage String True

Label for the specific stage within the lifecycle, used to track record progression.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system, retained for historical traceability and integration mapping.

CData Cloud

ConsentTypes

Defines the different categories or classifications of consent that can be captured within the system. This is used to structure how consent is recorded and managed based on legal or business requirements (for example, email marketing, data sharing).

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the consent type record within the Veeva Vault system.

Consent Type Type String True

Internal object classification that specifies the consent type entity within Vault.

Global ID String True

System-generated global identifier used for integration and deduplication across environments.

Link String False

System-generated URL or reference link to the consent type object in the Vault UI.

Name String True

User-defined name for the consent type, used for display and selection in the application.

Status String True

Indicates the current status of the consent type, such as Active, Inactive, or Archived.

Created By String True

Username or identifier of the user who originally created the consent type record.

Created Date Datetime True

Timestamp indicating when the consent type record was first created.

Last Modified By String True

Username or identifier of the user who most recently updated the consent type record.

Last Modified Date Datetime True

Timestamp of the most recent update made to the consent type record.

Channel Label String False

Label used to identify the communication channel through which consent is collected, such as Email or SMS.

Channel Source String False

Source system or method associated with the channel used to collect the consent.

Consent Custom Duration Decimal False

Custom time period, in days or months, during which the collected consent remains valid.

Consent Expires In String False

Readable format (such as '6 months') describing how long the consent remains valid before expiration.

Consent Update Datetime Datetime False

Datetime of the most recent update to the consent information associated with this type.

Default Consent Type String False

Specifies whether this consent type should be used as the default option for new records or workflows.

Display Order Decimal False

Numeric value that determines the order in which consent types are displayed in dropdowns or selection lists.

Double Opt In Instead of Signature Bool False

Indicates whether a double opt-in process should be used instead of capturing a written or digital signature.

Double Opt In Bool False

Flag indicating whether a double opt-in workflow is required, which typically includes an email confirmation step.

Opt Out Disclaimer Text String False

Text displayed to inform users of the consequences and options related to opting out of consent.

Product Preference String False

Specifies any product-specific preference that can be associated with the consent type, such as preferred brands or categories.

Consent Header String False

Header text displayed above consent content in the user interface, used to frame the context for users.

zvod_Consent_Activity_Tracking_vod String False

Custom field used for tracking consent-related activities within Veeva Customer Relationship Management (CRM) environments.

Lifecycle String True

Name of the lifecycle configuration assigned to this consent type, which governs allowable state transitions.

Lifecycle State String True

The current lifecycle state of the consent type, such as Draft, Approved, or Obsolete.

Lifecycle State Stage ID String True

System identifier linking this consent type to a specific stage within its lifecycle state model.

Lifecycle Stage String True

Descriptive label for the current stage within the lifecycle process of the consent type.

Legacy CRM Id String False

Identifier used to map the consent type to legacy CRM systems for historical or integration purposes.

Disclaimer Text String False

File reference or inline text containing the full disclaimer message associated with the consent process.

zvod_Consent_Default_Consent_Text_vod String False

Custom field referencing the default text or file used when rendering consent forms or modals.

Consent Text Required Bool False

Boolean flag indicating whether consent text is required to be displayed and confirmed before acceptance.

CData Cloud

ConsoleApplicationSettings

console_application_settings__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Console Application Settings Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ContentAcknowledgementItems

Tracks acknowledgments of specific content by users or stakeholders, such as the viewing or acceptance of documents, training materials, or compliance notices. This supports auditing and regulatory reporting requirements.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the content acknowledgement item record, typically generated by the system.

Content Acknowledgement Item Type String True

Specifies the object type for the content acknowledgement item as defined in the Vault configuration (object_type__v).

Global ID String True

System-generated global identifier that ensures uniqueness across Vaults and environments (global_id__sys).

Link String False

Direct system-managed URL linking to the record or associated resource (link__sys).

AOC Line Name String True

The display name or title for the acknowledgement of content (AOC) line item (name__v), used for identification in user interfaces.

Status String True

Current status of the content acknowledgement item such as Pending, Completed, or Cancelled (status__v).

Created By String True

Username or identifier of the user who created the record in the Vault system (created_by__v).

Created Date Datetime True

Date and time when the content acknowledgement item was originally created in the system (created_date__v).

Last Modified By String True

Username or identifier of the user who last modified the record (modified_by__v).

Last Modified Date Datetime True

Timestamp indicating the most recent update to the record (modified_date__v).

Distributor String False

Name or identifier of the distributor responsible for delivering the product or content (distributor__v).

External Id String False

Identifier for the acknowledgement item from an external system, used for integration purposes (external_id__v).

Lot # String False

The lot number associated with the product or material referenced by the acknowledgement item (lot__v).

Manufacturer String False

Name of the manufacturer that produced the product acknowledged in this item (manufacturer__v).

Mobile ID String False

ID used to reference the acknowledgement item in mobile applications or offline sync (mobile_id__v).

Product Name String False

Human-readable name of the product involved in the acknowledgement transaction (product_name__v).

Received Quantity Decimal False

The quantity of product or material actually received by the end user or facility (received_quantity__v).

Ship Quantity Decimal False

The quantity of product that was shipped according to the associated transaction record (ship_quantity__v).

Tracking # String False

The shipping tracking number for the shipment, used to verify delivery status (tracking__v).

U/M String False

Unit of measure for the product quantities listed, such as Each, Box, or Case (u_m__v).

Account String False

Identifier for the account, typically Healthcare Professional (HCP), Healthcare Organization (HCO), or facility that is linked to this acknowledgement item (account__v).

AOC String False

Reference to the parent Acknowledgement of Content (AOC) record that this item is part of (content_acknowledgement__v).

Product String False

Reference to the product object related to the acknowledgement line item (product__v).

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system for cross-system traceability (legacy_crm_id__v).

AOC Signature Date Datetime True

The date and time when the Acknowledgement of Content (AOC) was signed or confirmed by the end user (aoc_signature_date__v).

Lifecycle String True

Indicates the lifecycle applied to the content acknowledgement item, defining workflow rules and stages (lifecycle__v).

Lifecycle State String True

Current state within the defined lifecycle, such as Draft, Approved, or Archived (state__v).

Lifecycle State Stage ID String True

System-generated identifier for the current stage of the lifecycle state (state_stage_id__sys).

Lifecycle Stage String True

Label or description of the current stage in the lifecycle (stage__sys).

Override Lock Bool False

Boolean flag indicating whether the user is allowed to override content lock settings for this item (override_lock__v).

CData Cloud

ContentAcknowledgements

Stores records of users' acknowledgements of specific content items, often used for compliance tracking to ensure mandatory materials like Standard Operating Procedures (SOPs) or training documents have been reviewed.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the content acknowledgement record within the Veeva Vault system.

Content Acknowledgement Type String True

Specifies the type of content acknowledgement object, used to classify the purpose or category of the acknowledgement.

Global ID String True

System-generated global identifier used to uniquely identify the record across Vault environments.

Link String False

System-managed URL or internal link associated with the content acknowledgement record, typically used for navigation or referencing purposes.

AOC Name String True

Name of the Acknowledgement of Content (AOC) document that was presented or delivered to the recipient.

Status String True

Current state of the content acknowledgement, such as Draft, Sent, Acknowledged, or Cancelled.

Created By String True

Username or identifier of the user who initially created the content acknowledgement record.

Created Date Datetime True

Timestamp indicating when the content acknowledgement record was first created in the system.

Last Modified By String True

Username or identifier of the user who last modified the content acknowledgement record.

Last Modified Date Datetime True

Timestamp indicating the most recent update made to the content acknowledgement record.

Alert Created Bool False

Indicates whether an alert was generated as a result of the acknowledgement workflow.

Alert Duration Decimal False

Specifies the length of time, in hours or minutes, that the alert remains active after being triggered.

Call Text String False

Text content related to the call or interaction during which the acknowledgement was delivered or discussed.

Create Alert Bool False

Boolean flag indicating whether an alert should be created when this acknowledgement is submitted or modified.

Credentials String False

Additional authorization or identity-related credentials that were recorded at the time of acknowledgement.

Delivery Date Date False

Date on which the AOC content was delivered to the recipient.

Disclaimer String False

Legal or informational disclaimer text presented to the recipient alongside the AOC.

External Id String False

Optional identifier provided by an external system for cross-referencing or synchronization purposes.

Mobile ID String False

Identifier used to associate the acknowledgement with a mobile device or mobile session, if applicable.

Not Received Bool False

Indicates whether the recipient has reported that they did not receive the content or physical item.

Order Id String False

Identifier of the related order associated with the delivery or acknowledgement of the content.

Received By First Name String False

First name of the individual who received the AOC content.

Received By Last Name String False

Last name of the individual who received the AOC content.

Received By Middle Name String False

Middle name of the individual who received the AOC content.

Received By String False

Full name or identifier of the person who acknowledged or received the content.

Received Title String False

Job title or role of the recipient at the time of content acknowledgement.

Request Receipt Bool False

Boolean flag indicating whether the sender requested a receipt or confirmation of delivery from the recipient.

Ship ASSMCA # String False

Puerto Rican ASSMCA (Administración de Servicios de Salud Mental y Contra la Adicción) shipping registration number, if applicable to delivery regulations.

Ship Address Line 1 String False

Primary street address where the AOC content was shipped or delivered.

Ship Address Line 2 String False

The second line of the shipping address, used to capture additional location details such as suite, building, or apartment number.

Ship CDS # String False

The Controlled Drug Substance (CDS) number associated with the shipping recipient, used for regulatory compliance in pharmaceutical distribution.

Ship City String False

The name of the city to which the shipment is being delivered.

Ship Country String False

The name of the country to which the shipment is being delivered.

Ship DEA # String False

The Drug Enforcement Administration (DEA) registration number for the recipient, required for shipping controlled substances.

Ship Date Date False

The date the shipment was sent from the distribution center or warehouse.

Ship License # String False

The license number associated with the shipping address, typically required for regulated shipments.

Ship Location String False

A descriptive name or identifier for the shipment destination location.

Ship State Distributor # String False

The distributor license number issued by the destination state for shipping regulated products.

Ship State String False

The U.S. state or regional jurisdiction where the shipment is being delivered.

Ship Zip String False

The 5-digit ZIP code of the shipping destination.

Signature Date Datetime False

The date and time the recipient or authorized party provided their signature acknowledging receipt of content or shipment.

Signature String False

A textual representation or encoded image of the recipient's signature confirming the acknowledgment.

Content Acknowledgement Status String False

The current status of the content acknowledgment, such as Pending, Completed, or Failed.

Unlock Bool False

Indicates whether the record has been unlocked for editing or modifications, which is true if unlocked.

Account String False

The Vault account associated with the recipient or the entity responsible for the acknowledgment.

Call Reference String False

A reference to the associated call activity or interaction linked to this content acknowledgment.

Owner String False

The Vault user ID or unique identifier of the user who owns or created the record.

AOC Due Date Date True

The due date by which the acknowledgment of content (AOC) must be completed by the recipient.

Ship Address String True

The primary line of the shipping address, typically including the street number and street name.

Legacy CRM Id String False

The identifier carried over from a legacy Customer Relationship Management (CRM) system, used to maintain record continuity across systems.

Ship Zip 4 String False

The 4-digit ZIP+4 extension for the shipping address, used for more precise delivery locations.

Lifecycle String True

The lifecycle configuration applied to the record, which determines allowable state transitions and behaviors.

Lifecycle State String True

The current state of the record within its defined lifecycle, such as Draft, Approved, or Inactive.

Lifecycle State Stage ID String True

A system-generated identifier representing the current stage of the lifecycle state, used internally for process tracking.

Lifecycle Stage String True

The human-readable name of the current stage in the lifecycle, representing a phase within the workflow.

Override Lock Bool False

Indicates whether a system lock was manually overridden to allow changes to the record. This is true if an override occurred.

Remote Signature Attendee Name String False

The full name of the person who provided a signature remotely during a virtual interaction.

AOC Signature Captured Remotely Bool False

Indicates whether the acknowledgment of content (AOC) signature was captured using remote signature functionality.

AOC Signature Captured Share Link Bool False

Indicates whether the recipient used a shared link to capture their signature remotely.

Signature Request UUID String False

A unique identifier (UUID) generated for the signature request, used to track and validate signature capture events.

CData Cloud

ContentDeployments

Tracks the distribution and deployment of content across different channels or target audiences, including deployment metadata such as method, status, and scheduling.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the content deployment record within the Veeva Vault system.

Content Deployment Type String True

Specifies the object type of the content deployment, used to classify the deployment in the Veeva metadata model.

Global ID String True

System-generated global identifier that ensures uniqueness across all Vault instances and environments.

Link String False

System-generated URL or reference link associated with the content deployment, typically used for redirection or embedding.

Content Deployment Name String True

Human-readable name of the content deployment, intended for display in user interfaces and reports.

Status String False

Current lifecycle state of the content deployment, such as 'Active', 'Expired', or 'Pending'.

Created By String True

User ID or username of the individual who initially created the content deployment record.

Created Date Datetime True

Timestamp indicating when the content deployment record was first created in the system.

Last Modified By String True

User ID or username of the individual who most recently updated the content deployment record.

Last Modified Date Datetime True

Timestamp indicating the last time the content deployment record was modified.

Active Bool False

Boolean flag indicating whether the content deployment is currently marked as active and available for use.

Expired Bool False

Boolean flag indicating whether the content deployment has reached its expiration condition or date.

Last Viewed Date Date False

Date when the content deployment was most recently accessed or viewed by a user.

Veeva External Id String False

Externally referenced identifier assigned to the content deployment for integration with third-party systems or legacy data sources.

View Count Decimal False

Total number of times the content deployment has been viewed, used to track engagement and utilization metrics.

Multichannel Content String False

Reference to the associated multichannel content record, linking this deployment to broader campaign or channel distribution efforts.

Site String False

Identifier of the external or internal site where the content is deployed or intended to be deployed.

Owner String False

User or group identifier representing the designated owner responsible for the content deployment.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to map or migrate existing records into Veeva Vault.

CData Cloud

ContentGroupContent

Maps content items to content groups, enabling the organization of related materials into logical groupings for access control, targeting, or reporting purposes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for each content group content record. Serves as the primary key for referencing this record in the database.

Content Group Content Type String True

Specifies the type of content group content object. This value indicates the specific Vault object type used to represent this record.

Global ID String True

System-assigned global identifier used to uniquely identify this record across different Vault instances or integrated systems.

Link String False

System-generated link or URL reference that points to the content group content record within Veeva Vault. This is useful for navigation and integration with external tools.

Content Group Content Name String True

Descriptive name assigned to the content group content record. This is typically represents a human-readable title used for user interfaces and reporting.

Status String False

Current lifecycle status of the content group content, such as Active, Inactive, or Draft. Indicates where the content stands in its approval or publication workflow.

Created By String True

Username or identifier of the user who initially created the content group content record in the system.

Created Date Datetime True

Date and time when the content group content record was first created. Stored in Coordinated Universal Time (UTC) for consistency.

Last Modified By String True

Username or identifier of the last user who updated the content group content record.

Last Modified Date Datetime True

Date and time when the content group content was most recently modified. Tracked in Coordinated Universal Time (UTC).

Veeva External Id String False

Custom external identifier used to map this content group content record with external systems such as Customer Relationship Management (CRM) platforms or third-party content repositories.

Legacy CRM Id String False

Identifier previously used by legacy CRM systems to reference this content group content record. Maintained for backward compatibility and historical tracing.

Content Group String False

Reference to the parent content group to which this record belongs. Establishes a relationship with grouped or categorized content sets.

Approved Document String False

Identifier or reference to the approved document that is part of this content group content. Indicates formal validation for promotional or regulated use.

CLM Presentation String False

Reference to the Closed Loop Marketing (CLM) presentation associated with this content group content. This is used for tracking interactive content delivery in field activities.

Key Message String False

Reference to the key message document associated with this content group content. This is typically denotes a specific piece of approved promotional or educational content.

Modified By Realignment Datetime True

Timestamp of the last modification made as a result of a territory realignment or organizational restructuring event. Reflects automated updates from system processes.

CData Cloud

ContentGroupMemberships

aln_content_group_membership__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ContentGroups

Defines content groups used to categorize or bundle content for delivery to specific user segments, roles, or campaigns.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the content group record. Serves as the primary key.

Content Group Type String True

Specifies the object type classification for the content group, typically used to distinguish between different business object subtypes.

Global ID String True

Globally unique identifier assigned by the Vault system to ensure uniqueness across all environments.

Link String False

System-managed URL reference linking to the full Vault record view for the content group.

Content Group Name String False

The human-readable name of the content group, used for display and search purposes within Vault.

Status String False

Current lifecycle state or approval stage of the content group, such as Draft, In Review, or Approved.

Created By String True

Username or identifier of the Vault user who originally created the content group record.

Created Date Datetime True

Timestamp indicating when the content group record was first created in the Vault system.

Last Modified By String True

Username or identifier of the last user who updated the content group record.

Last Modified Date Datetime True

Timestamp indicating the most recent modification to the content group record.

Country String False

Indicates the country or region associated with the content group, typically used for localization or territory segmentation.

Description String False

Free-text field that provides a detailed explanation of the content group's purpose, scope, or contextual use.

External Id String False

Unique identifier assigned by an external system to allow integration and reconciliation with data sources outside of Vault.

Group Reference String False

Reference to a parent or related group entity used for structuring or categorizing content groups.

Master Align Id String False

Identifier linking the content group to a master alignment entity, often used in territory alignment scenarios.

Content Group Status String False

Custom field used to reflect business-specific status or workflow stage distinct from the lifecycle status.

Legacy CRM Id String False

Identifier originating from a legacy Customer Relationship Management (CRM) system, used during data migration or system integration.

Detail Group String False

Indicates whether this content group functions as a detail group for more granular segmentation or targeting.

Controlling Product Catalog String False

References the product catalog that governs the behavior or availability of the content group's associated products.

Product Group String False

Identifier for a group of related products associated with this content group, used for marketing or organizational purposes.

Product String False

References a specific product that is associated with this content group, typically for content targeting or compliance tracking.

Owner String False

Identifier of the user, team, or business unit responsible for managing the content group.

Language String False

Specifies the primary language used in the content group, supporting localization and multilingual deployments.

Modified By Realignment Datetime True

Timestamp indicating when the content group was last modified due to a realignment process such as territory changes.

CData Cloud

ContentGroupUsers

Associates users with content groups, controlling visibility and access to grouped content based on user membership or role assignments.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the content group user record within the Veeva Vault system.

Content Group User Type String True

Specifies the object type for the content group user, identifying the metadata classification within the Vault schema.

Global ID String True

System-generated global identifier used to uniquely distinguish the record across environments or integrations.

Link String False

System-managed hyperlink or reference link to access the content group user record within the Vault user interface.

Content Group User Name String True

The descriptive name assigned to the content group user for identification purposes in Vault and external systems.

Status String False

Indicates the current operational status of the content group user, such as Active, Inactive, or Pending.

Created By String True

The user or process that originally created the content group user record in the Vault system.

Created Date Datetime True

Timestamp representing the exact date and time when the record was first created in the Vault.

Last Modified By String True

The user or process responsible for the most recent update made to the content group user record.

Last Modified Date Datetime True

Timestamp capturing the date and time when the record was last updated in the system.

Master Align Id String False

Identifier used to associate the content group user with a master alignment record, typically for territory or user-role alignment.

Veeva External Id String False

External identifier provided by external systems or integrations to map the record in Vault with external data sources.

Legacy CRM Id String False

Identifier used in legacy customer relationship management systems to reference the same user before migrating to Vault.

Content Group String False

Reference to the associated content group that this user is linked to, defining the context or scope of content access.

User String False

Reference to the individual user assigned to this content group, typically mapped to Vault user credentials or profiles.

Modified By Realignment Datetime True

Timestamp indicating when the user record was last modified due to a realignment operation, such as reassignment of users to different content groups.

CData Cloud

ContentPreferences

Captures user-defined content consumption preferences such as language, content format, or topic interests, to support personalized delivery experiences.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the content preference record. This is used as the primary key in the database.

Content Preference Type String True

Specifies the record subtype of the content preference using the Veeva object type field (object_type__v), which helps categorize different kinds of preferences.

Global ID String True

Globally unique identifier assigned by the system (global_id__sys) to ensure consistency across vaults or integrations.

Link String False

System-managed hyperlink (link__sys) to the Vault UI representation of the content preference record.

Name String True

Descriptive title or label for the content preference (name__v), commonly used for user-facing identification.

Status String False

Current lifecycle status of the content preference record (status__v), such as Active, Inactive, or Archived.

Created By String True

Username or ID of the user who initially created the content preference record (created_by__v).

Created Date Datetime True

Timestamp indicating when the content preference was first created in the system (created_date__v).

Last Modified By String True

Username or ID of the user who most recently updated the content preference record (modified_by__v).

Last Modified Date Datetime True

Timestamp of the last modification made to the content preference record (modified_date__v).

External Id String False

External system reference ID (external_id__v) used to map this record to data outside of Veeva Vault.

Label String False

Optional user-defined label (label__v) to provide a friendly name or additional classification for the content preference.

Mobile ID String False

Identifier used by mobile clients (mobile_id__v) to sync and track the content preference across offline and online states.

Legacy CRM Id String False

Identifier carried over from legacy Customer Relationship Management (CRM) systems (legacy_crm_id__v), useful for migration and historical reference.

CLM Presentation String False

Reference to the associated Closed Loop Marketing (CLM) presentation (clm_presentation__v) that this content preference applies to.

Owner String False

Vault user or group ID (ownerid__v) responsible for managing or maintaining the content preference record.

CData Cloud

ContentTypes

Defines metadata for classifying content into various types (for example, training material, promotional content, regulatory documents), which is critical for compliance, filtering, and content lifecycle management.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the content type record within the Veeva Vault system.

Content Type Type String True

Indicates the Vault object type associated with the content type, as defined by the object_type__v system field.

Global ID String True

System-generated global identifier (global_id__sys) used to uniquely identify this record across multiple Vaults or environments.

Link String False

System-generated hyperlink (link__sys) to access the content type record directly within the Vault UI.

Content Type Name String False

User-defined name of the content type, stored in the name__v field, which is used to label and distinguish the type of content within the Vault.

Status String False

Current status of the content type, such as Active, Inactive, or Deprecated. This value is stored in the status__v field and controls lifecycle behavior.

Created By String True

Username or system identifier of the user who created the content type record. This value is stored in the created_by__v system field.

Created Date Datetime True

Timestamp indicating when the content type record was first created in the Vault system. This is stored in the created_date__v field.

Last Modified By String True

Username or system identifier of the user who last modified the content type record. This is tracked in the modified_by__v field.

Last Modified Date Datetime True

Timestamp of the most recent update made to the content type record. Stored in the modified_date__v system field.

External Id String False

Optional identifier used to associate the content type with an external system. Stored in the external_id__v field for integration or reference purposes.

Owner String False

User or group that is designated as the owner of the content type record. The value in ownerid__v defines visibility and permission control.

Legacy CRM Id String False

Identifier previously used in a legacy Customer Relationship Management (CRM) system to represent the content type. Stored in legacy_crm_id__v for backward compatibility or migration tracking.

CData Cloud

ContractLines

Represents the individual line items within a contract, detailing specific terms, pricing, deliverables, or conditions that form part of the overall agreement.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the contract line record within the Vault system.

Contract Line Type String True

Specifies the type of contract line, such as Sales or Listing, determining the applicable business rules and workflows.

Global ID String True

System-generated global identifier combining Vault ID and record ID, ensuring uniqueness across all Vaults for integration purposes.

Link String False

Reference field used to track the source of the object record, facilitating Vault-to-Vault or external system integrations.

Contract Line ID String True

User-defined identifier for the contract line, often used for display and reference in user interfaces and reports.

Status String False

Indicates the current lifecycle state of the contract line, such as Draft, Active, or Expired, guiding permissible actions.

Created By String True

Identifier of the user who created the contract line record, useful for audit trails and user activity tracking.

Created Date Datetime True

Timestamp marking when the contract line was initially created in the system.

Last Modified By String True

Identifier of the user who last modified the contract line record, aiding in change tracking and accountability.

Last Modified Date Datetime True

Timestamp of the most recent modification to the contract line record.

Device Type String False

Specifies the category of device associated with the contract line, such as Medical Device or Pharmaceutical Product.

Rate Maximum Decimal False

Maximum allowable rate for the service or product under the contract line, expressed in local currency.

Rate Maximum Corp Decimal True

Corporate-level maximum rate for the service or product, standardized across different regions or business units.

Local Currency String False

Currency code representing the local currency applicable to the contract line, aligning with regional financial practices.

Rate Minimum Decimal False

Minimum allowable rate for the service or product under the contract line, expressed in local currency.

Rate Minimum Corp Decimal True

Corporate-level minimum rate for the service or product, ensuring consistency in pricing strategies.

Rate Type String False

Defines the method of rate calculation, such as Fixed, Variable, or Tiered, influencing billing and invoicing processes.

Rate Decimal False

Standard rate applied to the service or product under the contract line, based on the defined rate type.

Rate Corp Decimal True

Corporate-standard rate for the service or product, facilitating uniform pricing across the organization.

Service Quantity Maximum Double False

Upper limit on the quantity of service or product deliverable under the contract line.

Service Quantity Minimum Double False

Lower limit on the quantity of service or product deliverable under the contract line.

Service Quantity Double False

Agreed-upon quantity of service or product to be delivered under the contract line.

End Date Date False

Date on which the contract line's terms and conditions cease to be effective.

External ID String False

Identifier used to link the contract line record to external systems or datasets, supporting data synchronization.

IM Consumer Price Decimal False

Price point of the product or service as observed in inventory monitoring, reflecting consumer-facing pricing.

IM Consumer Price Corp Decimal True

Corporate-level consumer price used in inventory monitoring, aiding in centralized pricing analysis.

IM Horizontal Decimal False

Measurement of product facings in a horizontal orientation within a retail or display setting, used in inventory assessments.

IM Facings Decimal False

Total number of product facings, indicating the product's visibility and shelf presence in inventory monitoring.

IM Vertical Decimal False

Measurement of product facings in a vertical orientation within a retail or display setting, used in inventory assessments.

IM Inventory Decimal False

Represents the inventory level of the product at the time the contract line was created or evaluated. This value can be used to assess availability or fulfillment readiness.

IM Layer String False

Indicates the inventory management layer or tier associated with this contract line, such as central warehouse, regional depot, or retail point.

IM Moved Goods Decimal False

Tracks the quantity of goods that have been moved or transferred under this contract line, reflecting logistics or distribution activity.

IM Position String False

Describes the physical or logical inventory position relevant to this contract line, such as shelf location, depot slot, or assigned container.

Lock Bool False

Indicates whether the contract line is locked from further modification. A locked state prevents updates and enforces data consistency.

Mandatory Contract Line Bool False

Specifies whether the contract line is mandatory as part of the overall contract. This flag enforces inclusion during contract validation and submission.

Mobile Created Datetime Datetime False

Captures the exact date and time the contract line record was created using a mobile device, supporting field activity traceability.

Mobile ID String False

Unique identifier assigned to the contract line record by the mobile device that created it, used for synchronization and audit tracking.

Mobile Last Modified Datetime Datetime False

Stores the timestamp of the most recent modification to the contract line via a mobile device, useful for mobile user audits.

Notes String False

Free-text field containing comments, observations, or internal remarks relevant to the contract line. Often used for operational annotations.

OM List Amount Achieved Decimal False

Represents the total achieved sales amount based on list price under this contract line, used for incentive or rebate calculations.

OM List Amount Achieved Corp Decimal True

Corporate-level aggregation of the list amount achieved under this contract line, supporting centralized reporting and finance controls.

OM List Amount Target Decimal False

Targeted sales amount based on list price for this contract line, used to evaluate performance against contract expectations.

OM List Amount Target Corp Decimal True

Corporate-level sales target amount under list pricing for this contract line, aiding in strategic planning and financial forecasting.

OM Net Amount Achieved Decimal False

Total achieved sales amount under net pricing (after discounts or rebates) for this contract line, reflecting true revenue contribution.

OM Net Amount Achieved Corp Decimal True

Corporate roll-up of the net amount achieved for this contract line, typically used for high-level profitability analysis.

OM Net Amount Target Decimal False

Net pricing target for the contract line, representing the expected revenue goal after discounts are applied.

OM Net Amount Target Corp Decimal True

Corporate-level net revenue target for the contract line, used to assess sales performance across business units or regions.

OM Quantity Achieved Decimal False

Actual product quantity sold or fulfilled under this contract line, supporting volume-based performance tracking.

OM Quantity Target Decimal False

Planned product quantity to be achieved for this contract line, used to evaluate progress toward contractual obligations.

Override Lock Bool False

Indicates whether users have permission to override the lock on this contract line. If true, modifications can be allowed even when locked.

Product Identifier String False

Unique product code or SKU referenced by this contract line, used to link the contract to a specific product in the catalog.

Start Date Date False

The effective date when this contract line becomes active. Determines the beginning of the fulfillment or tracking period.

Event Format String False

Specifies the type of promotional or contractual event associated with this line, such as webinar, in-person session, or hybrid format.

Location Type String False

Describes the type of location where the contract line activity or fulfillment occurs, such as hospital, clinic, or distribution center.

Content Length String False

Represents the duration, size, or extent of content associated with the contract line, depending on the context (for example, video minutes, document pages).

Program Type String False

Categorizes the program under which this contract line is executed, such as educational initiative, marketing campaign, or compliance training.

Service Type String False

Defines the type of service being provided or contracted, such as consulting, delivery, or technical support.

Contract String False

Reference to the parent contract to which this line belongs. This is used to group and organize lines within the larger contractual framework.

Product String False

Descriptive name of the product tied to this contract line, supporting human-readable identification alongside the product identifier.

Service String False

Identifier of the medical service or offering associated with this contract line, as defined in the Vault service catalog (service__v).

Service Name String True

Descriptive name of the service linked to this contract line, typically used for human-readable referencing in reports and user interfaces (service_name__v).

Total Payment Decimal True

Cumulative amount that has been paid or is expected to be paid for this specific contract line, reflecting the full value of the service agreement (em_total_payment__v).

OM List Amount Remaining Decimal True

Remaining balance from the original list price value allocated to this contract line, used to track unutilized list-priced amounts in operational models (om_list_amount_remaining__v).

OM Net Amount Remaining Decimal True

Net value still available under this contract line after accounting for discounts, adjustments, or partial usage, as tracked in operational models (om_net_amount_remaining__v).

OM Quantity Remaining Decimal True

Remaining quantity or units of the contracted item or service that have not yet been utilized or invoiced, based on operational model tracking (om_quantity_remaining__v).

Legacy CRM Id String False

Reference ID carried over from a legacy Customer Relationship Management (CRM) system to maintain historical linkage and data integrity across systems (legacy_crm_id__v).

CData Cloud

ContractPartners

Holds information on external or internal parties involved in a contract, including roles such as client, vendor, or legal reviewer, facilitating relationship and responsibility tracking.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the contract partner record within the Vault system.

Contract Partner Type String True

Specifies the Vault object type assigned to this contract partner entry, used for system classification.

Global ID String True

System-generated unique identifier used for data synchronization and global reference across integrated systems.

Link String False

Internal system link reference that enables navigation or API linkage to the contract partner record.

Contract Partner ID String True

Business identifier for the contract partner, typically a user-friendly or human-readable ID.

Status String False

Current lifecycle status of the contract partner record, such as active, inactive, or draft.

Created By String True

Username or system ID of the individual or process that initially created the contract partner entry.

Created Date Datetime True

Date and time when the contract partner record was first created in the system.

Last Modified By String True

Username or system ID of the last individual or process that modified this record.

Last Modified Date Datetime True

Timestamp capturing the last update made to the contract partner entry.

Acceptance # String False

Identifier or reference number for acceptance, often used in tracking agreement confirmations.

I have read and understood Bool False

Boolean flag indicating that the signee has acknowledged understanding of the contract terms.

Device Type String False

Type of device used to create or modify this record, such as mobile, tablet, or desktop.

Disclaimer String False

Text or identifier referring to a legal disclaimer acknowledged by the contract partner.

External ID String False

Reference ID used to map this record to external systems or third-party platforms.

Lock Bool False

Indicates whether the record is currently locked to prevent edits, either manually or system-enforced.

Mobile Created Datetime Datetime False

Timestamp indicating when the record was created on a mobile device.

Mobile ID String False

Unique identifier assigned to the record by the mobile application or device.

Mobile Last Modified Datetime Datetime False

Timestamp of the most recent modification made from a mobile device.

Override Lock Bool False

Boolean flag used to permit changes to a locked record, typically with elevated permissions.

Signature Datetime Datetime False

Date and time when the contract partner electronically signed the agreement.

Signature String False

Encoded or stored representation of the partner's digital or typed signature.

Signee String False

Name or identifier of the individual who signed on behalf of the contract partner.

Contract Partner Status String False

Detailed status field that can include values such as pending signature, signed, or expired.

User Signature String False

Digital signature value provided by the user participating in the contract agreement.

Institution Signature String False

Digital signature value associated with the institution or organization in the contract.

Account String False

Reference to the associated account entity tied to this contract partner.

Call String False

Links the contract partner to a specific call activity or interaction, if applicable.

Contract String False

Reference to the parent contract to which this partner is associated.

Event Speaker String False

Links the contract partner to an event speaker role within an engagement or meeting context.

Speaker String False

Identifies the individual fulfilling a speaker role associated with the contract partner.

User String False

Vault user associated with this contract partner, typically for ownership or tracking.

Owner String False

Vault internal owner ID for assigning ownership and access control to the record.

Account Identifier String True

External-facing identifier or alias for the account entity tied to the partner.

Agreement Bool True

Boolean indicating whether an official agreement has been acknowledged by the contract partner.

End Date Date True

Designated end date of the contract partner's involvement or agreement period.

Start Date Date True

Start date when the contract partner's responsibilities or agreement become effective.

Expired? Bool True

Boolean field indicating whether the contract partner's agreement has surpassed its end date.

Formatted Name String True

System-formatted name for display purposes, often combining first and last name or titles.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used to support data migration or cross-system mapping.

CData Cloud

Contracts

Stores data related to contractual agreements within the Vault system, including metadata about contract terms, parties involved, statuses, and version history. Useful for compliance tracking and document lifecycle management.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier assigned to each contract record. This ID is used as the primary key for referencing the contract within the system.

Contract Type String True

Specifies the type of contract object, such as distribution agreement, service-level agreement, or consulting agreement, based on the system-defined classification.

Global ID String True

System-wide unique identifier that distinguishes this contract across multiple Vault environments or integration layers.

Link String False

System-generated hyperlink that provides direct access to the full contract record in the Vault interface.

Contract Name String False

Descriptive name assigned to the contract, typically used for display purposes in user interfaces and reports.

Status String False

Current state of the contract in its lifecycle, such as Draft, Active, Expired, or Archived, depending on business workflow.

Created By String True

Username or identifier of the Vault user who originally created the contract record.

Created Date Datetime True

Timestamp indicating when the contract record was initially created in the system.

Last Modified By String True

Username or identifier of the user who most recently updated the contract record.

Last Modified Date Datetime True

Timestamp of the last modification made to the contract record.

Account Specific Template Bool False

Indicates whether the contract is based on a template that is specific to a particular account or customer entity.

Agreement Bool False

Boolean flag that identifies whether the record represents a formal agreement, as opposed to an internal or placeholder document.

Enable Batch Bool False

Specifies whether this contract supports batch processing, which is useful for automating data imports, exports, or synchronization activities.

Default Bool False

Indicates whether this contract serves as the default contract type or template within a specific context or process.

Description String False

Detailed description of the contract's purpose, scope, or key terms. This is typically used for internal reference and understanding.

Device Type String False

Type of device or platform relevant to the contract, such as tablet, mobile, or desktop, used for deployment or compliance tracking.

Disclaimer String False

Custom legal or informational disclaimer text associated with the contract, often shown in summaries or on acceptance screens.

Tier String False

Commercial or regulatory tier assigned to the contract, reflecting pricing levels, partner classification, or access rights.

End Date Date False

Date on which the contract's terms officially expire or terminate. May trigger downstream compliance or renewal actions.

External ID String False

Identifier used to reference this contract in external systems such as ERP or CRM platforms. Supports data synchronization and audit traceability.

Inventory Monitoring Type String False

Specifies the approach or methodology for tracking inventory under this contract, such as manual, automatic, or real-time monitoring.

Last Batch Datetime Datetime False

Timestamp of the most recent batch operation performed on the contract record, such as data import, sync, or workflow execution.

Lock Bool False

Indicates whether the contract is currently locked from editing, typically due to workflow state, compliance, or review restrictions.

Mobile Created Datetime Datetime False

Timestamp marking when the contract was created using a mobile interface or offline application.

Mobile ID String False

Unique identifier associated with the contract in the mobile or offline Vault application. This is used for reconciliation and syncing.

Mobile Last Modified Datetime Datetime False

Timestamp of the last update to the contract record made via a mobile interface or offline mode.

Override Lock Bool False

Flag that allows administrative users to override a locked state on the contract for emergency or exception handling.

Product Bound Bool False

Indicates whether this contract is tied to a specific product or product family, influencing applicability or reporting.

Start Date Date False

Date on which the contract becomes effective and its terms are enforceable. This is used for timeline and compliance tracking.

Contract Status String False

Indicates the current state of the contract, such as Draft, Active, Expired, or Terminated. This status reflects the contract's lifecycle and is used for workflow processing and filtering.

Template Name String False

Stores the name of the document template associated with this contract. This is typically used to generate contract documents from predefined formats.

Template Bool False

Indicates whether this record serves as a reusable contract template. If true, the contract can be cloned or referenced when creating new contracts.

Period Type String False

Defines the unit of time used to express contract duration, such as Monthly, Quarterly, or Annually. This value determines how the system interprets contract length.

Minimum Contract Length Decimal False

Specifies the minimum duration required for the contract to remain valid, based on the period type. This is often used to enforce contract compliance thresholds.

Contract Length Decimal False

Represents the total length of the contract using the specified period type. This field helps calculate expiration dates and manage renewals.

First Expiration Date Date False

The earliest date on which the contract is scheduled to expire based on its defined duration. This is used for expiration tracking and renewal reminders.

Corporate Contract Bool False

Indicates whether the contract is designated as a corporate-level agreement rather than a local or regional one. Corporate contracts often apply across multiple geographies or entities.

Minimum Programs Decimal False

Defines the minimum number of programs that must be executed under this contract for it to be considered valid or fulfilled. Often used in performance-based agreements.

Maximum Programs Decimal False

Specifies the upper limit on the number of programs that can be executed under the contract. Helps prevent overspending or overuse of contract scope.

Completed Programs Decimal False

Captures the number of programs that have been successfully completed under the current contract. This helps track execution progress and assess fulfillment.

Call Objective String False

Describes the primary purpose or goal of field representative calls conducted under this contract. This can relate to educational, promotional, or compliance objectives.

Print Template String False

References the document or catalog template used when printing contract-related materials. This is typically linked to predefined EM (Event Management) templates.

Wholesaler String False

Identifies the wholesale distributor or intermediary associated with the contract. This field supports supply chain coordination and financial tracking.

Speaker String False

References the speaker or key opinion leader (KOL) who is contracted to participate in events or programs under this agreement. This is important for event planning and speaker management.

Contracted Event Type String False

Specifies the type of event covered by the contract, such as Speaker Program, Advisory Board, or Webinar. This categorization is used for reporting and compliance purposes.

Contracted Product String False

Lists the product or group of products included in the contract terms. Helps ensure alignment between contracted services and marketed assets.

Institution String False

Indicates the healthcare institution or facility associated with the contract, such as a hospital, clinic, or research center. Important for event logistics and regulatory compliance.

Owner String False

Identifies the user or system account responsible for managing the contract record. Often corresponds to the field representative, contract administrator, or system integration user.

Total Payment Decimal False

Represents the total amount of payment defined in the contract for services rendered or products promoted. This is used for budgeting and financial reconciliation.

Total Payment Corp Decimal True

Captures the corporate-level total payment associated with the contract. This is typically used in roll-up calculations across business units or geographies.

Local Currency String False

Specifies the currency in which the contract values, such as total payment, are expressed. Supports global financial reporting in region-specific currencies.

Expired? Bool True

Indicates whether the contract has reached or passed its expiration date. Helps with filtering out inactive or historical contracts in reports and workflows.

Legacy CRM Id String False

Holds the identifier from the legacy Customer Relationship Management (CRM) system for backward compatibility and migration tracking.

Language String False

Specifies the language in which the contract content is written. This is useful for localization, document generation, and multilingual compliance reviews.

Awaiting Rendition String False

Indicates whether the contract document is pending finalization or official rendering. This status helps monitor document readiness for execution.

CData Cloud

Conversations

case_conversation__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Case Conversation Type String True

object_type__v

Global ID String True

global_id__sys

Conversation ID String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Countries2

Contains a standardized list of countries used across Vault applications, supporting localization, regional compliance, and address normalization. This is typically used for geographic classifications and reporting.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the country record, used as the primary key in the system.

Country Type String True

Specifies the Vault object type associated with the country, typically used to categorize or identify the record within the schema.

Global ID String True

System-generated global identifier used for cross-system referencing and integration across multiple Vault instances.

Link String False

System-managed hyperlink that provides a direct reference to the record within the Vault user interface or API.

Name String False

The internal name assigned to the country record within Vault, often used for sorting or lookup operations.

Status String False

Indicates the current lifecycle state or operational status of the country record, such as Active, Inactive, or Archived.

Created By String True

Username or ID of the user who originally created the country record in Vault.

Created Date Datetime True

Date and timestamp indicating when the country record was first created in Vault.

Last Modified By String True

Username or ID of the user who last updated the country record.

Last Modified Date Datetime True

Date and timestamp of the most recent modification made to the country record.

Country Code String False

Two-letter ISO Alpha-2 country code (for example, US, FR, DE) used for standardized country representation in global applications.

Country Name String False

Full official name of the country, such as 'United States', 'France', or 'Germany', is displayed for user-friendly identification.

Owner String False

Reference to the user or role designated as the owner of the record, who is typically responsible for maintaining the country entry.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to reference the country, included for backward compatibility and migration purposes.

CData Cloud

CoverageVerifications

coverage_verification__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Coverage Verification Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Currency

Maintains a list of supported currencies, including ISO codes, symbols, and exchange rate metadata. This is essential for handling financial transactions and localization within multi-currency environments.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier assigned to each currency record in the system. This is typically used as the primary key for referencing the currency entry.

Name String False

The official name of the currency as stored in the Veeva Vault system. This corresponds to the name__v field and is used for display and selection purposes.

Status String False

The current status of the currency record, as defined in the status__v field. Indicates whether the currency is active, inactive, or in another defined state.

Created By String True

The user who originally created the currency record, referenced by the created_by__v field. Helps with audit tracking and record provenance.

Created Date Datetime True

The timestamp when the currency record was first created in the system. Stored in the created_date__v field and used for auditing purposes.

Last Modified By String True

The user who last modified the currency record, identified by the modified_by__v field. This is used for change tracking and accountability.

Last Modified Date Datetime True

The date and time when the currency record was last updated, as captured in the modified_date__v field. This is useful for determining the currency of the data.

Abbreviation String False

A standardized short code representing the currency, such as USD or EUR, from the abbreviation__sys field. Often used in financial displays and exports.

Rate Double False

The current exchange rate of the currency relative to a base currency, taken from the rate__sys field. This value is used in currency conversions and financial calculations.

Global ID String True

A globally unique identifier for the currency record, drawn from the global_id__sys field. Ensures system-wide uniqueness and is useful for integrations across environments.

Link String False

A system-generated hyperlink to the currency record within the Veeva Vault interface, from the link__sys field. Provides quick access to the full record.

CData Cloud

CustomerJourneyAccounts

Tracks account-level participation in customer journeys. Each record links an account to its journey mapping and progress, supporting analytics for engagement and outreach optimization.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Customer Journey Account record within the Veeva Vault system.

Customer Journey Account Type String True

Specifies the type or classification of the Customer Journey Account, sourced from the object_type__v field.

Global ID String True

System-generated global identifier used for cross-system data consistency and integration tracking.

Link String False

System-generated hyperlink reference to the Customer Journey Account document or record within Vault.

Name String True

Human-readable name or title assigned to the Customer Journey Account, usually aligned with a specific customer initiative.

Status String False

Lifecycle status of the Customer Journey Account, indicating whether it is active, inactive, or archived within the workflow.

Created By String True

Username or identifier of the user who initially created this Customer Journey Account record.

Created Date Datetime True

Timestamp representing when the Customer Journey Account was first created in the system.

Last Modified By String True

Username or identifier of the user who last updated the Customer Journey Account record.

Last Modified Date Datetime True

Timestamp representing the most recent modification made to the Customer Journey Account.

External ID String False

Custom external identifier provided by external systems for mapping or integration purposes.

Customer Journey Account Status String False

Describes the current operational or workflow status of the Customer Journey Account, such as In Progress, Completed, or Paused.

Veeva External ID String False

Veeva-assigned external identifier used for syncing and referencing the Customer Journey Account across Vault instances or APIs.

Legacy CRM Id String False

Identifier carried over from a previous Customer Relationship Management (CRM) system to maintain historical continuity.

Account String False

Reference to the associated account record in Vault, representing the customer or organization tied to the journey.

Customer Journey String False

Reference to the overarching Customer Journey that this account is a part of, defining a sequence of engagement steps.

Current Customer Journey Stage String False

Indicates the current phase or milestone within the customer journey for this account, such as Awareness, Evaluation, or Onboarding.

CData Cloud

CustomerJourneyExecutions

Captures the execution history of customer journeys, including timestamps, responsible users, completed stages, and key engagement metrics. This enables performance tracking and auditing of journey outcomes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the customer journey execution record within the Veeva Vault environment.

Customer Journey Execution Type String True

Specifies the type or classification of the customer journey execution, derived from the object type definition in Veeva Vault.

Global ID String True

A globally unique identifier assigned by the system for consistent reference across different Vaults and integrations.

Link String False

System-generated URL or reference link pointing to the specific customer journey execution record in Vault.

Name String True

The user-defined or system-assigned name of the customer journey execution, used for display and search purposes.

Status String False

Indicates the current lifecycle state of the execution record, such as Active, Completed, Skipped, or Cancelled.

Created By String True

The username or ID of the individual or system process that created the customer journey execution record.

Created Date Datetime True

The timestamp indicating when the record was initially created in Vault, stored in Coordinated Universal Time (UTC).

Last Modified By String True

The username or ID of the last user or process that modified the record.

Last Modified Date Datetime True

The timestamp of the most recent modification to the record, in UTC format.

Channel String False

Represents the communication or interaction channel used in the customer journey, such as Email, SMS, In-Person, or Phone.

Date Date False

The calendar date on which the customer journey execution was scheduled or occurred.

External ID String False

An external reference identifier used to link this record with systems outside of Vault, such as Customer Relationship Management (CRM) platforms.

Skip Reason String False

The reason why the execution was skipped, providing insight into workflow exceptions or process deviations.

Legacy CRM Id String False

An identifier imported from a legacy CRM system to support historical tracking and backward compatibility.

Call String False

Reference to the related call record that is part of the customer interaction within the journey.

Customer Journey String False

Link to the overarching customer journey plan or template from which this execution is derived.

Event String False

Specifies a triggering or associated event in the context of the customer journey, such as a scheduled interaction or campaign.

Key Message String False

Reference to the core marketing or medical message intended to be delivered during this execution step.

Sent Email String False

Reference to the email object sent as part of the execution, if applicable.

Sent Message String False

Reference to a non-email message (such as SMS or in-app notification) that was sent during the execution.

Owner String False

User ID of the person responsible for managing or overseeing this specific execution of the customer journey.

Customer Journey Stage String False

Identifies the current stage of the customer journey at the time of execution, such as Awareness, Engagement, or Conversion.

Customer Journey Stage Activity String False

Refers to the specific activity or action within the identified stage, providing more granular tracking.

Customer Journey Account String False

Reference to the customer account associated with this journey execution.

Previous Customer Journey Stage String False

The stage in the customer journey that immediately preceded the current one, used for auditing progression and transitions.

CData Cloud

CustomerJourneys

Defines the structure and configuration of customer journeys, including goals, entry criteria, and associated stages. This acts as the master record for orchestrating multi-touch engagement processes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the customer journey record, used as the primary key in the system.

Customer Journey Type String True

Specifies the type of customer journey being tracked, based on the object_type__v field in Veeva Vault.

Global ID String True

System-generated global identifier used for cross-system reference and deduplication within Vault applications.

Link String False

System-managed link reference that provides a direct URL to access the specific customer journey record in the Vault UI.

Name String False

Human-readable name of the customer journey, often used to identify or categorize the journey.

Status String False

Current lifecycle status of the customer journey, such as Active, Inactive, or Archived, based on Vault lifecycle definitions.

Created By String True

Username or user ID of the person who initially created the customer journey record in the system.

Created Date Datetime True

Timestamp indicating when the customer journey record was created in the Vault system.

Last Modified By String True

Username or user ID of the last person to update the customer journey record.

Last Modified Date Datetime True

Timestamp of the most recent modification to the customer journey record, used for audit tracking.

Description String False

Detailed description or purpose of the customer journey, used to provide additional business context.

End Date Date False

The date on which the customer journey is scheduled to or actually ends, marking the completion of the journey lifecycle.

External ID String False

Identifier from an external system, used to integrate and align customer journey data across platforms.

Start Date Date False

The date on which the customer journey begins, indicating when tracking or engagement is initiated.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used to maintain backward compatibility or historical tracking of records.

Brand Plan String False

Reference to the associated brand plan that the customer journey supports, linking strategic objectives to execution.

Detail Group String False

Identifier for a detail group used in segmentation or targeting within marketing workflows.

Product String False

Primary product associated with the customer journey, typically representing the promoted item or service.

Owner String False

Vault user or user group assigned as the record owner, responsible for managing the customer journey.

User Country String False

Country associated with the user or record, used for localization, reporting, or regulatory purposes.

CData Cloud

CustomerJourneyStageActivities

Logs activities performed during specific customer journey stages. This helps assess engagement success and operational steps taken, such as emails sent, calls logged, or events held.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for each record in the Customer Journey Stage Activities table. This ID is typically system-generated and used as the primary key.

Customer Journey Stage Activity Type String True

Specifies the type or classification of the stage activity within the customer journey. This is used to distinguish between different activity categories, such as email, call, or event.

Global ID String True

The system-wide globally unique identifier associated with the activity record, used for cross-vault reference and integration consistency.

Link String False

A system-generated URL or reference link to the activity record, which can be used to view or access the record within the Vault interface.

Name String False

The user-friendly name of the customer journey stage activity, often used in reports, dashboards, and user interfaces.

Status String False

Represents the current workflow status of the stage activity, such as Draft, In Review, or Approved. This is useful for tracking progress through review and approval cycles.

Created By String True

The username or identifier of the user who initially created the record. This is used for auditing and accountability purposes.

Created Date Datetime True

The timestamp indicating when the stage activity record was originally created in the system.

Last Modified By String True

The username or identifier of the last user who updated the record. This is used to track responsibility for the most recent change.

Last Modified Date Datetime True

The timestamp indicating the last time this record was modified. Important for version control and audit tracking.

Channel String False

Indicates the communication or engagement channel used in the stage activity, such as Email, Call, Webinar, or In-Person.

Email Fragment Vault Doc ID String False

A comma-separated list of document IDs representing email content fragments stored in Vault. These fragments can be reused across templates.

Email Template Vault Doc ID String False

The Vault document ID of the email template associated with the stage activity. This template provides the structure and branding for outbound communications.

External ID String False

An identifier used by external systems to reference the stage activity. This is typically mapped from a Customer Relationship Management (CRM) or marketing automation platform.

Objective String False

Describes the primary goal or intent of the activity, such as educating the customer, promoting a product, or collecting feedback.

Sequence Decimal False

A numeric value indicating the order in which this activity should occur within the customer journey stage. Lower values are executed earlier.

Vault ID String False

The identifier of the Vault environment where this activity is stored. This is useful for multi-vault operations and integrations.

Legacy CRM Id String False

An identifier from a legacy CRM system, retained for historical reference or data migration purposes.

CLM Presentation String False

The name or identifier of the Closed Loop Marketing presentation linked to the activity, if applicable. This supports tracking of digital detailing content.

Customer Journey Stage String False

A reference to the specific customer journey stage to which this activity belongs. This links the activity to a larger strategic campaign or path.

Event String False

The associated event record, if the activity is tied to a live or scheduled event such as a webinar, conference, or HCP meeting.

Key Message String False

Specifies the key message or primary content being delivered during the activity, often linked to a product, campaign, or compliance goal.

CData Cloud

CustomerJourneyStages

Details the sequential stages of each customer journey, including definitions, expected outcomes, and timeframes. This is critical for monitoring progression and tailoring stage-specific content or actions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the customer journey stage record. This is used as a primary key for internal reference.

Customer Journey Stage Type String True

Specifies the object type classification for the customer journey stage. Determines the schema and behavior applied to this record.

Global ID String True

System-assigned global identifier that ensures cross-environment uniqueness for this stage across different Vault instances.

Link String False

URL link pointing to the Vault UI location of the customer journey stage record. This is useful for cross-referencing or external integrations.

Name String False

Human-readable label or title assigned to the customer journey stage. Often used for display in UI reports and dropdowns.

Status String False

Current lifecycle status of the customer journey stage, such as Active, Inactive, or Archived. Controls visibility and access behavior.

Created By String True

Username or system account that initially created the customer journey stage. This is useful for auditing and ownership tracking.

Created Date Datetime True

Timestamp indicating when the customer journey stage was first created in the Vault system.

Last Modified By String True

Username or system account that last updated the customer journey stage record. Helps track change accountability.

Last Modified Date Datetime True

Timestamp showing when the customer journey stage was last modified.

External ID String False

Custom external identifier used to reference this customer journey stage in external systems such as Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP) platforms.

Stage String False

Descriptive label for the stage within the customer journey, such as Awareness, Consideration, or Decision. This is used to group similar activities.

Summary String False

Brief summary providing an overview of the customer journey stage's purpose, content, or expected actions.

Veeva External ID String False

Unique external identifier automatically generated by Veeva. This is useful for integrations and referencing across connected modules.

Legacy CRM Id String False

Identifier inherited from legacy CRM systems, if applicable. This is used for backward compatibility and data migration tracking.

Customer Journey String False

Reference to the parent customer journey this stage belongs to. Establishes a one-to-many relationship between journey and stages.

Product Journey Stage String False

Links the customer journey stage to a corresponding stage in the product journey, enabling cross-functional alignment between sales and marketing processes.

CData Cloud

CventFieldMappings

cvent_field_mapping__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Cvent Field Mapping Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CventFormMappings

cvent_form_mapping__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Cvent Form Mapping Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CventInstances

cvent_instance__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Cvent Instance Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CventObjectMappings

cvent_object_mapping__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Cvent Object Mapping Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CventRequestForms

cvent_request_form__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Cvent Request Form Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CventValueMappings

cvent_value_mapping__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Cvent Value Mapping Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

CyclePlanAdjustments

Records manual or system-driven adjustments made to cycle plans, such as target updates or reallocations. This supports planning agility and accurate reflection of real-world changes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the cycle plan adjustment record. This is used as the primary key.

Global ID String True

Globally unique identifier for the adjustment entry, typically used for cross-system integrations and data reconciliation.

Link String False

System-generated URL link to the full record in Veeva Vault. This is useful for navigation from external dashboards or integrations.

Cycle Plan Adjustments Name String True

Descriptive name of the cycle plan adjustment entry, used for reporting and user identification.

Status String False

Indicates the current status of the adjustment, such as Draft, Approved, or Archived. Drives visibility and workflow behavior.

Created By String True

Username or ID of the user who originally created the adjustment record in the system.

Created Date Datetime True

Timestamp of when the adjustment record was first created in the system. It reflects the initial creation date.

Last Modified By String True

Username or ID of the user who last updated the adjustment record. This is useful for auditing and tracking changes.

Last Modified Date Datetime True

Timestamp of the most recent update to the record, providing insight into last modification timing.

Actual Decimal False

The actual value applied as part of the cycle plan adjustment, often representing real-world execution data or outcomes.

External ID String False

External identifier assigned to the adjustment record by an external system. This is used for data synchronization and reference.

Scheduled Decimal False

Planned or expected value for the adjustment in the cycle plan. This is typically used for performance tracking against actuals.

Owner String False

Identifier of the user, team, or system that owns or is responsible for this adjustment record.

Legacy CRM Id String False

Reference to the identifier used in the legacy Customer Relationship Management (CRM) system prior to migration. Helps with backward compatibility and audits.

CData Cloud

CyclePlanDetails

Provides granular data for cycle plan execution, including the allocation of objectives, timelines, and targets at the individual level. This is useful for field force planning and performance tracking.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the cycle plan detail record, used as the primary key for internal reference.

Global ID String True

System-generated global identifier that ensures uniqueness across all Veeva Vault environments and tenants.

Link String False

URL or system-specific reference link that provides a direct path to the cycle plan detail record in the Veeva Vault interface.

Name String True

User-defined name or title of the cycle plan detail, typically used for display and reporting purposes.

Status String False

Current lifecycle status of the cycle plan detail record, such as Active, Inactive, or Archived.

Created By String True

Username or system account that initially created the cycle plan detail record.

Created Date Datetime True

Timestamp indicating when the cycle plan detail record was first created in the system.

Last Modified By String True

Username or system account that last updated the cycle plan detail record.

Last Modified Date Datetime True

Timestamp of the most recent modification to the cycle plan detail record.

Actual Details Decimal False

The actual number of completed interactions or touchpoints associated with this cycle plan detail.

Mobile ID String False

Identifier used by mobile platforms or devices to reference this specific cycle plan detail record.

Planned_Details Decimal False

The number of planned interactions or activities assigned to this cycle plan detail.

Priority Decimal False

Numerical value representing the importance or urgency level assigned to the cycle plan detail.

Scheduled Details Decimal False

The number of interactions or visits that have been scheduled in the plan but not yet completed.

Actual Total Details Decimal False

Cumulative count of all actual interactions associated with the entire cycle plan for this detail.

Planned Total Details Decimal False

Total number of planned interactions across the entire cycle plan that includes this detail.

Scheduled Total Details Decimal False

Total number of scheduled interactions associated with the broader cycle plan this detail is part of.

Target String False

Reference to the intended target entity for the cycle plan detail, such as an account, territory, or HCP.

Product Catalog String False

Identifier for the product or product catalog item associated with this cycle plan detail.

Attainment Double True

Percentage or value indicating the level of goal achievement based on actual versus planned details for this record.

Remaining Decimal True

Number of interactions or actions still pending completion within the scope of this specific detail.

Attainment Total Double True

Overall percentage or value of attainment calculated for the entire cycle plan involving this detail.

Remaining Total Decimal True

Aggregate number of remaining actions or visits across all related cycle plan details.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system used for data mapping or historical reference.

CData Cloud

CyclePlans

Contains high-level information about cycle plans used to coordinate and execute field activities over defined time periods. This supports strategic planning and sales operations alignment.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the cycle plan record.

Global ID String True

Globally unique identifier for the cycle plan, used for integration and reference across environments.

Link String False

Direct URL link to access the specific cycle plan record within the Veeva Vault UI.

Name String False

Descriptive name of the cycle plan as defined by the user or system.

Status String False

Indicates the current lifecycle state of the cycle plan, such as Draft, Approved, or Inactive.

Created By String True

Username or system ID of the user who originally created the cycle plan record.

Created Date Datetime True

Timestamp indicating when the cycle plan was initially created in the system.

Last Modified By String True

Username or system ID of the user who most recently modified the cycle plan.

Last Modified Date Datetime True

Timestamp capturing the last time the cycle plan record was updated.

Active Bool False

Boolean flag indicating whether the cycle plan is currently active and in use.

Comments String False

Free-text field containing internal notes or comments associated with the cycle plan.

End Date Date False

Date on which the cycle plan is scheduled to conclude or expire.

External Id String False

Custom identifier used for mapping this cycle plan to an external system, such as a Customer Relationship Management (CRM).

Lock Bool False

Indicates whether the cycle plan is currently locked to prevent further editing.

Mobile ID String False

Unique identifier used to associate the cycle plan with mobile platform data or offline activity.

Start Date Date False

Date on which the cycle plan becomes effective and can begin execution.

Cycle Plan Status String False

Current execution status of the cycle plan, such as In Progress, Completed, or Cancelled.

Territory String False

Sales or geographic territory to which this cycle plan is assigned.

Owner String False

Identifier of the user or system group responsible for managing this cycle plan.

Actual Calls Double False

Total number of calls that have been executed as part of this cycle plan.

Planned Calls Double False

Total number of calls that were scheduled or intended in the plan.

Attainment Difference Decimal True

Numerical difference between expected and actual attainment values, used for performance tracking.

Attainment Double True

Achieved percentage of planned call targets or cycle objectives.

Expected Attainment Double True

Projected attainment percentage based on forecasted data or planning inputs.

Expected Calls Decimal True

Number of calls expected to be completed by the end of the cycle plan.

Remaining Decimal True

Number of planned calls that are yet to be completed for the current cycle.

Legacy CRM Id String False

Identifier used in legacy CRM systems to link historical cycle plan records.

CData Cloud

CyclePlanTargets

Defines the specific targets within a cycle plan, such as accounts or healthcare providers to be visited. This enables tracking of target fulfillment and field force activity effectiveness.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the cycle plan target record, used internally by the system.

Global ID String True

System-generated globally unique identifier assigned to the record for cross-environment consistency.

Link String False

System-maintained hyperlink or reference Uniform Resource Identifier (URI) to the cycle plan target record, used for integrations or navigation.

Name String True

Descriptive name of the cycle plan target, typically reflecting its business or account relevance.

Status String False

Current status of the cycle plan target, indicating whether it is active, completed, or in another defined state.

Created By String True

Username or identifier of the user who originally created this cycle plan target entry.

Created Date Datetime True

Timestamp indicating when the cycle plan target record was created in the system.

Last Modified By String True

Username or identifier of the user who last modified this record.

Last Modified Date Datetime True

Timestamp reflecting the most recent update made to the cycle plan target record.

Actual Calls Decimal False

Number of actual calls executed against this specific target during the cycle.

External ID String False

Identifier used to map this target record to an external system or Customer Relationship Management (CRM), ensuring data consistency across platforms.

Mobile ID String False

Unique identifier used by mobile platforms to reference this cycle plan target, enabling offline or app-based operations.

Original Planned Calls Decimal False

Initial number of calls planned for the target when the cycle was first configured, prior to any adjustments.

Planned Calls Decimal False

Current number of planned calls for the target after updates, reflecting active call expectations.

Scheduled Calls Decimal False

Total number of calls that have been scheduled for this target, based on the current cycle plan.

Actual Total Calls Decimal False

Cumulative number of calls actually completed for all related targets in the cycle.

Planned Total Calls Decimal False

Total number of calls planned across all targets within the cycle plan.

Scheduled Total Calls Decimal False

Total number of calls scheduled across all targets for the cycle, used to assess alignment with plan goals.

Target String False

Reference to the specific account or business target that is the focus of the cycle plan.

Cycle Plan String False

Reference to the parent cycle plan associated with this target, linking the record to broader cycle objectives.

Attainment Double True

Percentage of goal achieved for this individual target based on actual versus planned calls.

Remaining Schedule Decimal True

Number of scheduled but not yet completed calls remaining for the target within the current cycle.

Remaining Decimal True

Difference between planned and actual calls for the target, indicating outstanding call obligations.

Total Attainment Double True

Overall percentage attainment across all related targets within the cycle plan.

Total Remaining Schedule Decimal True

Aggregate number of scheduled calls remaining across all targets in the cycle.

Remaining Total Decimal True

Cumulative outstanding calls across all targets, calculated as total planned minus total actual calls.

Legacy CRM Id String False

Identifier used in a previous or legacy CRM system to reference this target, useful for historical data mapping.

CData Cloud

DataChangeRequestLines

Stores individual line items associated with a data change request, capturing specific field modifications proposed within a broader change request process in Veeva Vault.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the data change request line item.

Global ID String True

Globally unique system identifier used to reference the record across systems and integrations.

Link String False

System-generated link that provides direct access to the record in the Vault interface.

DCR Line ID String True

Human-readable identifier for the data change request line item, often used for display or reference purposes.

Status String False

Current lifecycle status of the data change request line item, such as Draft, In Review, Approved, or Rejected.

Created By String True

Username or identifier of the user who initially created the record.

Created Date Datetime True

Timestamp indicating when the data change request line item was originally created.

Last Modified By String True

Username or identifier of the user who last modified the record.

Last Modified Date Datetime True

Timestamp indicating the most recent modification to the data change request line item.

Error String False

Error message or validation feedback related to the processing of the data change request, if applicable.

External Field API Name String False

Name of the external system field being referenced, formatted using the external API's field naming convention.

Field API Name String False

Internal API name of the Vault field being modified by the data change request.

Field Name String False

Display label of the field targeted by the data change request, as shown in the Vault UI.

Final Value (Localized) String False

Final value of the field after the data change request is completed, shown in localized display format.

Final Value String False

Raw final value of the field after the data change is applied, used for programmatic access and comparison.

Mobile Created Datetime Datetime False

Timestamp capturing when the line item was first created on a mobile device, if applicable.

Mobile ID String False

Unique identifier generated by the mobile device that created the line item, used for syncing purposes.

Mobile Last Modified Datetime Datetime False

Timestamp capturing the most recent modification to the line item made via a mobile device.

New Value (Localized) String False

Proposed new value for the field, formatted for display using local conventions and language.

New Value String False

Proposed raw new value for the field, entered by the requester and pending approval or processing.

Old Value (Localized) String False

Previous value of the field before the data change, displayed using localized formatting.

Old Value String False

Raw previous value of the field, used for audit and rollback purposes.

Resolution Note String False

Optional explanatory note documenting how or why the data change request was resolved in a specific way.

Result String False

Final outcome of the line item processing, such as Success, Failed, Skipped, or Not Applicable.

Data Change Request String False

Reference to the parent data change request record that groups this line item with others.

Owner String False

Identifier for the user or role currently responsible for managing or reviewing the line item.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to trace the original record or object prior to migration or integration.

CData Cloud

DataChangeRequests

Represents formal requests submitted by users to modify existing data records. Each entry includes metadata such as requestor details, status, approval history, and associated line items.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the data change request record.

Data Change Request Type String True

Specifies the type of data change request being submitted, such as Account Update or Address Change.

Global ID String True

Globally unique system identifier used for integration and deduplication across Vaults and systems.

Link String False

URL link reference to the data change request record within the Vault user interface.

Data Change Request Name String True

The human-readable name assigned to this data change request, often reflecting its subject or purpose.

Status String False

The current workflow status of the data change request, such as Submitted, Approved, or Rejected.

Created By String True

User who originally created the data change request record.

Created Date Datetime True

Timestamp indicating when the data change request record was created.

Last Modified By String True

User who last modified the data change request record.

Last Modified Date Datetime True

Timestamp of the most recent update to the data change request record.

Account External ID String False

External system identifier for the related account, used to link data across platforms.

Address External ID String False

External system identifier for the address associated with this request, used for external integration.

Challenge Reasons String False

Comma-separated list of reasons why the data was flagged for challenge (for example, invalid_address, incorrect_name).

Child Account External ID String False

External system identifier for the child account impacted by this request, used in account hierarchy validations.

Country Mapping String False

Country-specific configuration or mapping used to determine processing rules or routing.

DCR External ID String False

Unique external identifier for this data change request, used for tracking in third-party systems.

Date Time Datetime False

General timestamp associated with the request event, depending on context this could refer to creation, update, or submission.

Error String False

Detailed error message or code generated if the request fails validation or processing.

External Status String False

Status reported by an external system such as a customer master or integration layer, distinct from Vault status.

Mobile Created Datetime Datetime False

Timestamp indicating when this request was created via a mobile interface or offline app.

Mobile ID String False

Unique identifier from the mobile device or application instance used to submit the request.

Mobile Last Modified Datetime Datetime False

Timestamp of the last modification performed on a mobile device for this request.

Network Create Unverified Decimal False

Indicates whether an unverified record was created in Veeva Network. The value is typically 0 or 1.

Network Customer Master Mode Decimal False

Defines how the request should behave in customer master mode for Network. Values include 0 = disabled or 1 = enabled.

Network Session ID String False

Identifier used to track session interactions with Veeva Network during data processing.

Notes String False

Free-text field for entering general notes or comments relevant to the data change request.

Resolution Note String False

Describes the outcome or reasoning used to resolve the data change request.

Response Datetime Datetime False

Timestamp indicating when a response was received from an integrated system or reviewer.

Result String False

Overall result of the data change process (for example, success, failure, pending).

Sent Datetime Datetime False

Timestamp indicating when the data change request was sent to an external system or queue.

Data Change Request Status String False

Describes the status of the request within the Vault-specific data change lifecycle.

Territory Id String False

Internal identifier linking the request to a commercial sales territory.

Territory String False

Label or name of the territory associated with the request, typically used for routing or assignment.

Type String False

Category or classification of the request such as Account Merge, Address Correction, or HCP Split.

Account String False

Reference to the primary account affected by this data change request.

Child Account String False

Reference to a child account that can be affected by the data change or relationship update.

Parent Data Change Request String False

Reference to the parent DCR if this request is a subtask or part of a larger data change event.

Owner String False

User or group currently responsible for managing and resolving this data change request.

Legacy CRM Id String False

Identifier used in a legacy Customer Relationship Management (CRM) system for cross-system correlation and migration support.

Address String False

Reference to the address associated with the change request, typically linked to an account or entity.

Notes2 String False

Additional or extended comments that provide more context, intended for long-form internal notes.

Attendee String False

Reference to an event attendee involved in this data change context, if applicable.

Attachment Status String False

Indicates whether attachments have been submitted, processed, or are pending for this request.

CData Cloud

DataGridLoaderConfigurations

Defines reusable configurations for bulk data loading operations into Vault using the Data Grid Loader tool. This includes mapping rules, validation logic, and operational parameters.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the data grid loader configuration record.

Data Grid Loader Configuration Type String True

Specifies the type of configuration being applied to the data grid loader, based on a predefined object type in Veeva Vault.

Global ID String True

System-generated global identifier that ensures uniqueness across all Vaults.

Link String False

System-generated hyperlink to access the full record directly in the Vault UI.

Template Name String False

The name of the configuration template used to define how data is loaded through the grid loader interface.

Status String False

Current lifecycle status of the configuration, such as Draft, In Review, or Active.

Created By String True

Username of the individual who originally created the data grid loader configuration.

Created Date Datetime True

Timestamp indicating when the configuration record was first created.

Last Modified By String True

Username of the individual who most recently modified the configuration.

Last Modified Date Datetime True

Timestamp indicating when the configuration was last updated in the system.

Active String False

Indicates whether the configuration is currently active and available for use within the Vault environment.

Object Name String False

Internal name of the Vault object that this configuration is associated with, determining the structure and fields to be loaded.

Sharing Group String False

Specifies the user group or set of roles that can access this configuration within the Vault.

Legacy CRM Id String False

Reference ID from a legacy Customer Relationship Management (CRM) system that corresponds to this configuration, used for data migration or backward compatibility.

Mobile ID String False

Unique identifier used to synchronize the configuration with mobile applications or offline access tools.

Owner String False

User ID or group assigned as the owner of the configuration record, responsible for its maintenance and accuracy.

Access Type String False

Defines the type of access control applied to the configuration, such as Read-Only, Read-Write, or Admin.

Create as Object Type String False

Determines the object type to instantiate when records are created using this configuration template.

Description String False

Free-text field allowing users to document the purpose, scope, or any additional notes about the configuration.

External ID String False

Custom identifier provided by external systems to track this configuration record across integrations or third-party tools.

Field List String False

Comma-separated list of field names to be included in the data grid loader, formatted as field_1, field_2, field_3, ..., field_n.

Country String False

Specifies the country or regional scope to which this configuration applies, typically used for compliance or localization purposes.

CData Cloud

DataMapTemplateFields

Lists individual fields included in data map templates. These fields define the source-to-target mapping structure used in integrations and transformation workflows.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the data map template field record within the system.

Global ID String True

System-generated global identifier used to uniquely identify the record across all environments and Vaults.

Link String False

Hyperlink reference to the data map template field record, enabling navigation or API access.

Data Map Template Field Name String True

The display name assigned to the data map template field, typically used in user interfaces and exports.

Status String False

Indicates the current lifecycle state of the data map template field, such as Active, Inactive, or Archived.

Created By String True

Username or system account that initially created the data map template field record.

Created Date Datetime True

Timestamp recording when the data map template field record was first created.

Last Modified By String True

Username or system account that most recently updated the data map template field record.

Last Modified Date Datetime True

Timestamp recording when the data map template field record was last modified.

Column Number String False

Specifies the position or index of the field within the data map template, often used for ordering purposes.

Vod Field String False

Reference to the associated Veeva Object Data (VOD) field that the template field maps to, enabling data alignment.

Data Map Template String False

Identifier or reference to the parent data map template that this field belongs to.

Legacy CRM Id String False

Identifier used to map the field back to its original Customer Relationship Management (CRM) system field, typically for migration or integration purposes.

CData Cloud

DataMapTemplates

Defines reusable templates that map source system fields to Veeva Vault fields. This is used in integrations and import processes to ensure consistent field mapping.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the Data Map Template record.

Data Map Template Type String True

Specifies the object type classification for the Data Map Template within Veeva Vault.

Global ID String True

Universally unique identifier (UUID) used to reference the template across integrations and systems.

Link String False

System-generated URL that provides direct access to the Data Map Template record in Veeva Vault.

Data Map Template Name String False

User-defined name assigned to the Data Map Template, used for identification in the user interface and reporting.

Status String False

Indicates the current workflow or lifecycle status of the Data Map Template, such as Active or Inactive.

Created By String True

Username or user ID of the individual who originally created the Data Map Template.

Created Date Datetime True

Timestamp representing the date and time when the Data Map Template was first created.

Last Modified By String True

Username or user ID of the person who last modified the Data Map Template.

Last Modified Date Datetime True

Timestamp indicating the most recent date and time the Data Map Template was updated.

Active Bool False

Boolean flag that indicates whether the Data Map Template is currently active and available for use.

Buckets Decimal False

Specifies the number of data buckets defined for the template, typically used for segmentation or grouping.

Column Label String False

Primary label that will appear as the column header in reports or exports generated from this template.

Column Labels Included Bool False

Indicates whether custom column labels are included in the output generated by the template.

Contains Goals? Bool False

Boolean flag indicating whether the template includes goal-related metrics or fields.

Decimal Places Decimal False

Defines the number of decimal places to display for numerical values in the data map.

Enable Market Sales Analysis Report Bool False

Determines whether this template should enable generation of Market Sales Analysis reports.

Enable for Offline Bool False

Specifies whether the data from this template should be made available in offline mode for field users.

Formulary for Rep Label String False

Custom label or description to be used for the formulary field when viewed by representatives.

Incremental Load Type String False

Defines the method or strategy used for incremental data loading, such as timestamp-based or ID-based.

Incremental Bool False

Indicates whether the data load process is incremental, loading only new or updated records.

Markets Mapped? Bool False

Boolean value indicating whether market entities have been mapped in this template configuration.

Override Account Threshold Bool False

If true, the standard account threshold logic is overridden for this template.

Payer/Plan Mapped? Bool False

Indicates whether payer or plan information has been mapped as part of this template.

Scale String False

Specifies the unit scale used in calculations or data representation, such as thousands or millions.

Second Column Label String False

Optional secondary label to be displayed in the column header for dual-axis reports.

Territory Names Included? Bool False

Boolean flag to indicate whether territory names are included in the exported data or report output.

Owner String False

Identifier of the user or system group that owns and manages the Data Map Template.

Legacy CRM Id String False

Legacy identifier from a previous Customer Relationship Management (CRM) system, used for historical reference or migration tracking.

CData Cloud

DatasetItems

Contains individual data elements within a dataset, often representing granular units of structured information used for reporting, analytics, or integration.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the dataset item record, used as the primary key for referencing within the system.

Name String False

Human-readable name of the dataset item, typically derived from the Vault field name (name__v).

Status String False

Current lifecycle status of the dataset item, indicating whether it is active, inactive, deprecated, or in another state (status__v).

Dataset String False

Reference to the parent dataset to which this item belongs, linking the item to a broader data grouping (dataset__sys).

Data Type String False

Indicates the data type of the field or value represented by this dataset item, such as string, integer, or boolean (data_type__sys).

Data Action String False

Specifies the intended action for the dataset item during data operations, such as insert, update, or delete (data_action__sys).

Key Field String False

Denotes whether the dataset item represents a key field used for identifying records uniquely within the dataset (key_field__sys).

Excluded Columns String False

Comma-separated list of column names to be excluded from processing for this dataset item. This is used to filter out unnecessary or irrelevant fields (excluded_columns__sys).

Filter String False

Condition or expression applied to filter records relevant to this dataset item during data processing (filter__sys).

Relationship String False

Describes any relationship between this dataset item and other datasets, such as one-to-many or parent-child relationships (relationship__sys).

Display Order Decimal False

Numerical value that defines the order in which the dataset item should be displayed in user interfaces or reports (display_order__sys).

Created By String True

Username or identifier of the user who created the dataset item record (created_by__v).

Created Date Datetime True

Timestamp representing when the dataset item record was first created in the system (created_date__v).

Last Modified By String True

Username or identifier of the user who last modified the dataset item record (modified_by__v).

Last Modified Date Datetime True

Timestamp representing the most recent modification to the dataset item record (modified_date__v).

Global ID String True

Globally unique identifier for the dataset item, allowing consistent reference across distributed environments (global_id__sys).

Link String False

System-generated URL or link that directs to the specific dataset item in the Vault UI (link__sys).

Record Migration Mode Bool False

Boolean flag that indicates whether the record should be included in migration processes. True if the item participates in data migration (record_migration_mode__sys).

CData Cloud

Datasets

Represents structured collections of related data grouped for analytical or integration purposes. Datasets often feed reports, dashboards, or external systems.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the dataset record. This value is system-generated and used as the primary key in relational operations.

Set Name String True

User-defined name of the dataset as entered in the Vault interface. This value typically describes the dataset's purpose or content.

Status String False

Indicates the current lifecycle state of the dataset, such as Active, In Progress, or Archived, based on Vault workflow configurations.

Set Label String False

System-generated label for the dataset that supports internal referencing and user interface display. This is used in dashboards and reports.

Description String False

Optional user-provided summary or detailed explanation of the dataset's contents, scope, or purpose, captured at creation or during updates.

Created By String True

Username or system account that created the dataset. This helps with audit trails and accountability tracking.

Created Date Datetime True

Timestamp indicating when the dataset was first created in Vault. Stored in UTC and used for chronological sorting or filtering.

Last Modified By String True

Username or process that last modified the dataset. This is used for tracking changes and understanding recent updates.

Last Modified Date Datetime True

Timestamp of the most recent modification to the dataset record. This is useful for determining record freshness or recent activity.

Global ID String True

System-assigned globally unique identifier used to identify the dataset across environments, integrations, or external systems.

Link String False

System-generated URL or reference string providing a direct link to the dataset record within the Vault UI for quick access or integration.

CData Cloud

DCRFieldTypes

Catalogs the different types of fields that can be changed via Data Change Requests (DCRs), enabling validation, formatting, and appropriate handling based on field type.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the DCR Field Type record within the system. This is typically assigned automatically by the platform.

Global ID String True

Globally unique system-generated identifier used for cross-system data consistency and traceability.

Link String False

System-generated hyperlink reference to the full record in the Veeva Vault user interface.

DCR Field Type ID String True

Internal identifier for the DCR (Data Change Request) Field Type, typically based on the name__v field used in Vault.

Status String False

Current lifecycle state of the DCR Field Type, such as Active, Inactive, or Archived.

Created By String True

User ID of the person who initially created the DCR Field Type record.

Created Date Datetime True

Timestamp indicating when the DCR Field Type record was originally created in the system.

Last Modified By String True

User ID of the person who last updated the DCR Field Type record.

Last Modified Date Datetime True

Timestamp showing the most recent modification date and time of the DCR Field Type record.

Country String False

Indicates the country to which the DCR Field Type applies, useful for region-specific configurations or validations.

External ID String False

Unique identifier assigned to this field type by an external system for synchronization or integration purposes.

Field API Name String False

API-accessible name of the field, used in programmatic queries, integrations, and data mappings.

Field Type String False

Specifies the data type or structure of the field, such as text, number, date, picklist, or boolean.

Object API Name String False

API name of the Vault object to which this field type belongs, used in integrations and configuration scripts.

Profile String False

Reference to the profile ID associated with this DCR Field Type, indicating access control and visibility rules.

Profile Name String False

Human-readable name of the profile associated with this field type, providing clarity for user access assignments.

Record Type String False

Specifies the record type associated with this DCR Field Type, supporting differentiated behavior or layout.

Unique Key String False

Composite key or unique identifier used to ensure no duplicate DCR Field Type records exist within the same context.

Owner String False

User or group identifier that owns or is responsible for the DCR Field Type record in Vault.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system, retained for backward compatibility or migration tracking.

CData Cloud

Directories

Stores organizational and system-level directory information, often including folder structures, user access paths, or external directory sync references.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the directory record, used internally to distinguish each entry within the database.

Directory Type String True

Specifies the type or classification of the directory object, corresponding to the object_type__v system field in Veeva Vault.

Global ID String True

A system-generated globally unique identifier that ensures uniqueness across multiple Vaults and integrations.

Link String False

System-generated link to the directory object, enabling direct access via API or user interface.

Directory Name String False

Human-readable name of the directory, typically representing a folder or classification name as shown in the Vault UI.

Status String False

Indicates the current lifecycle status of the directory, such as Active, Inactive, or Archived, based on Vault configuration.

Created By String True

Username or user ID of the individual who originally created the directory record in Vault.

Created Date Datetime True

Timestamp recording the date and time when the directory record was initially created.

Last Modified By String True

Username or user ID of the individual who most recently modified the directory record.

Last Modified Date Datetime True

Timestamp indicating when the directory record was last updated, reflecting the latest modification time.

Display Order Decimal False

Numeric value used to control the ordering of directories in the user interface. The lower numbers appear first.

External ID String False

Custom identifier used for integration with external systems or legacy applications, mapped to external_id__v.

Level Decimal False

Represents the depth or nesting level of the directory in the directory hierarchy. The root-level directories are typically level 0 or 1.

Parent Directory String False

Reference to the ID of the parent directory, establishing the hierarchical structure of directories.

Owner String False

ID or name of the user or group designated as the owner of the directory, responsible for its maintenance or access rights.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system, useful for data migration, mapping, or reference purposes.

CData Cloud

DocumentChecks

documentcheck__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Document Check Section String False

document_check_section__sys

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

DocumentCheckSections

documentchecksection__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Checks Count Decimal False

document_check_count__sys

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

DocumentCheckStates

document_check_state__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Name String True

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Global ID String True

global_id__sys

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Link String False

link__sys

Document Check String False

doc_check__sys

Checked Bool False

checked__sys

Document String False

document_version__sys

Document (unbound) Decimal False

document_unbound__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

DocumentedInterest

Stores records of documented interests such as stakeholder concerns or declared conflicts, used for compliance reporting and governance.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the documented interest record within the Veeva Vault system.

Documented Interest Type String True

Specifies the object type of the documented interest, used to categorize the nature of the entry in the Vault.

Global ID String True

System-wide unique identifier assigned to the documented interest for cross-environment tracking and integration.

Link String False

System-generated URL linking directly to the detailed view of the documented interest record.

Name String True

Human-readable name of the documented interest, typically used for identification in user interfaces.

Status String False

Indicates the current lifecycle status of the documented interest, such as Active, Inactive, or Expired.

Created By String True

User who originally created the documented interest entry in the Vault.

Created Date Datetime True

Date and time when the documented interest was first created.

Last Modified By String True

User who last made changes to the documented interest record.

Last Modified Date Datetime True

Date and time when the documented interest was last updated.

Calculated Expiration Date Date False

System-calculated date on which the documented interest is expected to expire, based on business logic or rules.

Documented Text String False

Free-text field capturing specific details or observations related to the documented interest.

Entity Reference Id String False

Unique identifier referencing the related entity (such as a product, event, or account) associated with the documented interest.

Expiration Date Date False

Explicit date on which the documented interest is scheduled to expire, if set manually.

Interaction Reference Id String False

Identifier linking this documented interest to a related interaction or engagement record.

Interest Category String False

Classifies the documented interest into a category such as Clinical, Commercial, or Scientific.

Mobile Created Datetime Datetime False

Timestamp indicating when the documented interest was created via a mobile device.

Mobile Id String False

Identifier assigned to the documented interest entry when it is created through a mobile platform.

Sharing Group String False

Specifies the group with which the documented interest is shared, controlling visibility and access.

Documented Interest Status String False

Status field representing the current stage of the documented interest process, distinct from general record status.

Unlock_vod Bool False

Boolean flag indicating whether the documented interest record is currently unlocked for editing in Veeva Customer Relationship Management (CRM).

Verbal Acknowledgment Bool False

Boolean indicating whether verbal acknowledgment of the documented interest has been obtained.

Legacy CRM Id String False

Reference to the identifier used in legacy CRM systems for historical data continuity.

Account String False

Identifier of the associated account (such as a healthcare provider or institution) linked to the documented interest.

Scientific Interest String False

Indicates whether the documented interest pertains to scientific content or subject matter.

Owner String False

User ID of the Vault owner responsible for the documented interest record.

Lock Bool False

Boolean flag indicating whether the record is currently locked to prevent changes.

Override Lock Bool False

Boolean indicating whether the lock can be overridden under certain administrative permissions.

Expired? Bool True

Indicates whether the documented interest has passed its expiration date and is considered inactive.

CData Cloud

DocumentReadinessMetrics

document_readiness_metrics__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Name String True

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Global ID String True

global_id__sys

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Link String False

link__sys

Document String False

document__sys

Document (unbound) Decimal False

document_unbound__sys

Outstanding Document Warnings Decimal False

outstanding_document_warnings__sys

Outstanding Document Checks Decimal False

outstanding_document_checks__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Documents

Retrieve all standard and custom document fields and field properties

Table Specific Information

Select

The Cloud will use the Vault CRM API to execute queries. It will check if vql can be used for the specified query. Otherwise filtering is executed client-side within the Cloud.

Update

All editable fields can be updated using the Vault CRM API. Note: the Template Document Type (Api Name: template_doctype__v) cannot be updated like other fields. To update the Template Document Type first you must add the Template Document Type field to the document type and specify a value for it referencing the Id of DocumentTypeDetails (Api Name: doc_type_detail__v) table otherwise the update will fail. Also, if Template Document Type is not added to the document type, any attempt to update it will be ignored.

Columns

Name Type ReadOnly Description
id [KEY] String False

id

version_id String False

version_id

Sharpness String False

file_meta_sharpness__v

Channels String False

file_meta_channels__v

Circle of Confusion String False

file_meta_circle_of_confusion__v

White Balance String False

file_meta_white_balance__v

Rendition Black Listed Bool False

rendition_black_list_flag__v

Sample Rate String False

file_meta_sample_rate__v

Format String False

format__v

Product String False

product__v

Version Creation Date Datetime False

version_creation_date__v

Medical Interaction String False

medx__v

Merge Fields Bool False

merge_fields__v

Major Version Number Decimal False

major_version_number__v

Created From String False

binder_created_from__v

Channel Assignment String False

channel_assignment__v

Sync Offline Bool False

syncoffline__v

Shutter Speed String False

file_meta_shutter_speed__v

Case String False

case__v

Brightness String False

file_meta_brightness__v

Source Document Name String False

source_document_name__v

Alpha Channel String False

file_meta_alpha_channel__v

Annotations (Links) Decimal False

annotations_links__v

Metadata String False

binder_metadata__v

Source Owner String False

source_owner__v

ISO Speed String False

file_meta_iso_speed__v

Link Status String False

link_status__v

Bookmarks Edited Bool False

bookmarks_edited__sys

GPS String False

file_meta_gps__v

Y Cb Cr Positioning String False

file_meta_ycbcr_positioning__v

Copyright String False

file_meta_copyright__v

Production CDN URL String False

production_cdn_url__v

Lifecycle Stage String False

stage__sys

Annotations (All) Decimal False

annotations_all__v

OCR Requested Bool False

ocr_requested__sys

Global Version ID String False

global_version_id__sys

Annotations (Permalinks) Decimal False

annotations_permalink__v

Light Source String False

file_meta_light_source__v

Status String False

status__v

Rendition Suppressed Bool False

suppress_rendition__v

Binder Locked Bool False

binder_locked__v

Last Auto-Filed Date Datetime False

binder_last_autofiled_date__v

Source Document ID Decimal False

source_document_id__v

File Name String False

filename__v

FTP Source Location String False

ftp_source_location__v

Device String False

file_meta_device__v

Media Description String False

file_meta_media_description__v

Latest Source Major Version Decimal False

latest_source_major_version__v

Source Vault Name String False

source_vault_name__v

File Security String False

file_security__v

Duration String False

file_meta_duration__v

Checked Out By String False

locked_by__v

Flash String False

file_meta_flash__v

Frame Rate String False

file_meta_frame_rate__v

Annotations (Auto Links) Decimal False

annotations_auto__v

Red Eye String False

file_meta_red_eye__v

Orientation String False

file_meta_orientation__v

Caller ID String False

caller_id__v

Certified Copy Bool False

certified_copy__v

Contrast String False

file_meta_contrast__v

Version Created By String False

version_created_by__v

Component Configuration String False

file_meta_component_configuration__v

Exposure Mode String False

file_meta_exposure_mode__v

Annotations (Anchors) Decimal False

annotations_anchors__v

Document Number String False

document_number__v

Reviewer String False

reviewer__v.users

Reviewer2 String False

reviewer__v.groups

Source Number String False

source_document_number__v

Lens String False

file_meta_lens__v

Media Title String False

file_meta_title__v

Minor Version Number Decimal False

minor_version_number__v

Display Resolution String False

file_meta_display_resolution__v

Language String False

file_meta_language__v

Metering Mode String False

file_meta_metering_mode__v

Album String False

file_meta_album__v

Media Comments String False

file_meta_comments__v

Lifecycle State Stage ID String False

state_stage_id__sys

File Created By String False

file_created_by__v

Viewer String False

viewer__v.users

Viewer2 String False

viewer__v.groups

Notes String False

notes__v

Source Vault Connection String False

source_connection__sys

Lifecycle String False

lifecycle__v

Aperture String False

file_meta_aperture__v

Genre String False

file_meta_genre__v

Publisher String False

file_meta_publisher__v

Field of View String False

file_meta_fields_of_view__v

Archived Date Datetime False

archived_date__sys

Claims String False

related_claims__v

Bound Source Minor Version Decimal False

bound_source_minor_version__v

File Last Modified Date Datetime False

file_modified_date__v

Approver String False

approver__v.users

Approver2 String False

approver__v.groups

File Created Date Datetime False

file_created_date__v

Global ID String False

global_id__sys

Exposure Compensation String False

file_meta_exposure_compensation__v

Subtype String False

subtype__v

Year Decimal False

file_meta_year__v

Original Date String False

file_meta_original_date__v

Light String False

file_meta_light__v

Template Document Type String False

template_doctype__v

Resolution String False

file_meta_resolution__v

Color Space String False

file_meta_color_space__v

File Last Modified By String False

file_modified_by__v

Distribution Contacts String False

distribution_contacts__v

Document Link String False

link__sys

Digital Publishing Bool False

cdn_content__v

Source Binding Rule String False

source_binding_rule__v

Consumer String False

consumer__v.users

Consumer2 String False

consumer__v.groups

CrossLink Bool False

crosslink__v

Is Latest Version Bool False

latest_version__v

Annotations (Notes) Decimal False

annotations_notes__v

Encoding Process String False

file_meta_encoding_process__v

Classification String False

classification__v

Suggested Links Decimal False

annotations_suggested__v

Focal Length String False

file_meta_focal_length__v

Saturation String False

file_meta_saturation__v

Checked Out Bool False

locked__v

Name String False

name__v

Megapixel String False

file_meta_megapixel__v

Disc Number String False

file_meta_disc_number__v

Pages Decimal False

pages__v

Checked Out Date Datetime False

locked_date__v

Bound Source Major Version Decimal False

bound_source_major_version__v

Preprocessed Bool False

preprocessed__v

Keywords String False

file_meta_keywords__v

Tags String False

tags__v

Type String False

type__v

Description String False

description__v

Export File Name String False

export_filename__v

Artist String False

file_meta_artist__v

Title String False

title__v

Size Decimal False

size__v

Source Vault Connection Name String False

source_connection_name__sys

Last Auto-Filed By String False

binder_last_autofiled_by__v

Software String False

file_meta_software__v

Pages OCR'ed (%) Decimal False

pages_ocred_percent__sys

Checksum String False

md5checksum__v

Staging CDN URL String False

staging_cdn_url__v

Bit Rate String False

file_meta_bit_rate__v

Annotations (Unresolved) Decimal False

annotations_unresolved__v

Last Modified By String False

last_modified_by__v

Document Version Link String False

version_link__sys

Annotations (Approved Links) Decimal False

annotations_approved__v

Gain Control String False

file_meta_gain_control__v

Created Date Datetime False

document_creation_date__v

Image Size String False

file_meta_image_size__v

Audio Codec String False

file_meta_audio_codec__v

Video Codecs String False

file_meta_video_codecs__v

Binder Bool False

binder__v

Key Message String False

key_message__v

Annotations (Resolved) Decimal False

annotations_resolved__v

Coordinator String False

coordinator__v.users

Coordinator2 String False

coordinator__v.groups

Author String False

file_meta_author__v

Annotations (Lines) Decimal False

annotations_lines__v

Last Modified Date Datetime False

version_modified_date__v

Batch Number String False

batch_number__v

Media Location String False

file_meta_location__v

External ID String False

external_id__v

Rendition Profile String False

rendition_profile__v

Source Vault ID Decimal False

source_vault_id__v

Annotations (Claim Links) Decimal False

annotations_claim__v

Created By String False

created_by__v

Disable Vault Overlays Bool False

disable_vault_overlays__v

Editor String False

editor__v.users

Editor2 String False

editor__v.groups

Latest Source Minor Version Decimal False

latest_source_minor_version__v

Owner String False

owner__v

Track String False

file_meta_track__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

DocumentTypeGroups

Contains mappings of document types into logical groups for easier management, reporting, and filtering based on business classification or functional purpose.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the document type group, typically assigned by the system upon creation.

Name String False

User-defined name of the document type group as stored in the Vault field name__v.

Status String False

Current lifecycle status of the document type group, reflecting whether it is active, inactive, or in transition.

Description String False

Optional descriptive text providing additional details about the purpose or contents of the document type group.

Created By String True

Username or user ID of the person who originally created the document type group record.

Created Date Datetime True

Timestamp indicating when the document type group record was first created in the system.

Last Modified By String True

Username or user ID of the person who last updated the document type group record.

Last Modified Date Datetime True

Timestamp of the most recent modification to the document type group record.

Global ID String True

Globally unique system-generated identifier used to reference this document type group across environments or systems.

Link String False

System-generated URL or hyperlink reference pointing to the full detail view of the document type group in the Vault interface.

CData Cloud

DocumentWarningCategories

Stores the predefined categories for warnings issued on documents, typically used to classify potential issues such as missing metadata or regulatory discrepancies.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier assigned to each document warning category entry. This is used as the primary key for reference and indexing.

Link String False

System-generated Vault link referencing the full record of the document warning category for internal navigation or API access.

Name String False

The user-defined name of the document warning category, used to label and distinguish different types of document warnings.

Status String False

The current lifecycle state or operational status of the document warning category, such as Active, Inactive, or Archived.

Created By String True

The username or system identifier of the person or process that initially created the document warning category record.

Created Date Datetime True

The exact date and time when the document warning category record was first created in the system.

Last Modified By String True

The username or system identifier of the person or process that last updated the document warning category record.

Last Modified Date Datetime True

The most recent date and time when changes were made to the document warning category record.

The associated document content process String False

Internal reference to the specific content process within Vault that is associated with this warning category. This can be used for routing or workflow management.

api_name__sys String False

System-level API name used to reference this document warning category programmatically in integrations and automation scripts.

namespace__sys String False

System namespace that categorizes this document warning category within a defined module, tenant, or package scope.

isstub__sys Bool False

Boolean flag indicating whether this record is a stub (placeholder) entry, typically used for scaffolding or draft states.

CData Cloud

DocumentWarningTemplates

Holds templates used to issue warnings or alerts on documents, including default messages, severity levels, and associated categories.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the document warning template record. This is typically used as the primary key for referencing the template within the system.

Link String False

System-generated link used to access the document warning template directly within the Veeva Vault interface or via API integration.

Name String False

User-defined name of the document warning template, used to distinguish this template from others within the system.

Status String False

Current lifecycle state of the warning template, such as Active, Inactive, or Retired, depending on Vault configuration.

Created By String True

Username or system identity that initially created the warning template record in Vault.

Created Date Datetime True

Timestamp indicating when the document warning template was first created in the Vault environment.

Last Modified By String True

Username or system identity that last modified the warning template record.

Last Modified Date Datetime True

Timestamp indicating the most recent modification to the document warning template record.

parent String False

Identifier referencing the parent object or configuration to which this warning template belongs, supporting hierarchical organization.

api_name__sys String False

System-defined API name used to reference this template in programmatic contexts, such as integrations or custom scripts.

namespace__sys String False

Internal namespace indicating the module or domain context in which this template was defined, helping isolate customizations.

isstub__sys Bool False

Boolean flag that indicates whether the record is a stub entry. Stub entries are typically placeholders or incomplete definitions not intended for full use.

CData Cloud

Domains

domain__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

DraftActionBlocks

draftactionblock__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

parent String False

parent

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

DynamicAttributeConfigurations

Defines the metadata configuration for dynamic attributes assigned to documents or records, including data types, validation rules, and display settings.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the dynamic attribute configuration record, used to reference and distinguish it within the system.

Dynamic Attribute Configuration Type String True

Specifies the object type this dynamic attribute configuration is associated with, determining the context in which it can be applied.

Global ID String True

System-generated global identifier that ensures uniqueness of this configuration across all Vault environments.

Link String False

System link used to directly reference this configuration record within the Vault interface.

Dynamic Attribute Configuration Name String True

Human-readable name assigned to the dynamic attribute configuration, typically used for identification in the UI.

Status String False

Indicates the current status of the configuration, such as Active or Inactive, which controls whether it can be applied or modified.

Created By String True

Username of the person who initially created the configuration record in Vault.

Created Date Datetime True

Timestamp indicating when the configuration record was first created in the system.

Last Modified By String True

Username of the individual who last modified the configuration, for audit and tracking purposes.

Last Modified Date Datetime True

Timestamp of the most recent update made to the configuration record.

Applies To String False

Specifies the object or entity type that this dynamic attribute applies to, such as Product, Study, or Document.

Label String False

User-facing label of the dynamic attribute shown in the Vault interface, typically localized or descriptive.

Name String False

Internal system name for the dynamic attribute, used programmatically in configurations and API calls.

Available Values String False

Comma-separated list of selectable values available for the attribute, where applicable. Each value must be defined in a valid, Vault-supported format.

Description String False

Optional descriptive text explaining the purpose or use case of the dynamic attribute configuration.

Sort Order String False

Defines the display order of this attribute relative to others within the same section or group, with lower values appearing first.

External ID String False

Custom identifier from an external system that maps to this configuration, often used for integration and synchronization purposes.

Help Text String False

Instructional or guiding text displayed to users alongside the attribute in forms, to assist with data entry.

Read-Only Bool False

Boolean flag indicating whether the dynamic attribute is editable by users or restricted to read-only mode.

Section Name String False

Logical grouping or section under which the attribute appears in the Vault interface, helping organize related fields.

Sharing Group String False

Specifies the security group or audience with which this dynamic attribute configuration is shared.

Dynamic Attribute Configuration Status String False

Represents the lifecycle status of the dynamic attribute configuration, such as Draft, Approved, or Archived.

Track Changes Bool False

Indicates whether changes to this attribute are tracked for audit purposes, such as capturing old and new values.

Detail Group String False

Defines a sub-grouping within a detail section, often used to organize related attributes under a shared header.

Product String False

Name or identifier of the product to which this dynamic attribute configuration is relevant, used in multi-product Vaults.

Owner String False

ID of the user or group responsible for managing and maintaining the configuration.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to track or relate this dynamic attribute configuration record.

CData Cloud

DynamicAttributeQueries

dynamic_attribute_query__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Dynamic Attribute Query Type String True

object_type__v

Global ID String True

global_id__sys

Link String False

link__sys

Name String True

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Account String False

account__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

DynamicAttributes

Stores the actual values of dynamic attributes assigned to various entities in the system, enabling flexible metadata tagging without schema changes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the dynamic attribute record within the Veeva Vault system.

Dynamic Attribute Type String True

Specifies the object type associated with the dynamic attribute, such as document, product, or event.

Global ID String True

System-generated globally unique identifier used to reference this dynamic attribute across integrations and environments.

Link String False

System-managed link reference to the object associated with this dynamic attribute entry.

Dynamic Attribute Name String True

Primary name of the dynamic attribute as defined by the user or configuration.

Status String False

Current status of the dynamic attribute, which can include values such as Active, Inactive, or Retired.

Created By String True

Username or ID of the user who originally created the dynamic attribute record.

Created Date Datetime True

Timestamp indicating when the dynamic attribute was first created in the system.

Last Modified By String True

Username or ID of the user who most recently updated the dynamic attribute.

Last Modified Date Datetime True

Timestamp indicating the last time the dynamic attribute was modified.

Active Bool False

Boolean flag indicating whether the dynamic attribute is currently active and in use.

Dynamic Attribute Description String False

Detailed description of the dynamic attribute, providing additional context for its purpose or usage.

Dynamic Attribute Help Text String False

Optional helper text that explains how the dynamic attribute should be used or filled in by users.

Dynamic Attribute Label String False

Display label for the dynamic attribute shown in the user interface, which can differ from the internal name.

Dynamic Attribute Name2 String False

Alternate internal name for the dynamic attribute, often used for backend or integration purposes.

Dynamic Attribute Record Type String False

Specifies the record type associated with the dynamic attribute, such as 'Product Attribute' or 'Event Attribute'.

Dynamic Attribute Value (Checkbox) Bool False

Boolean value stored for the dynamic attribute if it is configured as a checkbox field.

Dynamic Attribute Value (Date/Time) Datetime False

Date and time value stored for the dynamic attribute when configured as a datetime field.

Dynamic Attribute Value (Date) Date False

Date-only value associated with the dynamic attribute when using a date field type.

Dynamic Attribute Value (Number) Decimal False

Numerical value captured by the dynamic attribute when defined as a decimal or numeric field.

Dynamic Attribute Value (Text Area) String False

Extended text value captured for the dynamic attribute when defined as a multiline text area.

Dynamic Attribute Value (Text) String False

Single-line text input value captured for the dynamic attribute when configured as a standard text field.

Mobile ID String False

Identifier used to link the dynamic attribute to a specific record in a mobile Customer Relationship Management (CRM) environment.

Account String False

Reference to the account associated with the dynamic attribute, if applicable in the business context.

Dynamic Attribute Configuration String False

Identifier for the configuration record that defines the behavior and structure of this dynamic attribute.

Legacy CRM Id String False

Identifier carried over from a legacy CRM system, used for reference and backward compatibility.

CData Cloud

EDLItems

edl_item__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Name String True

name__v

Status String True

status__v

EDL String True

edl__v

Global ID String True

global_id__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EDLItemTemplates

edl_item_template__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Name String True

name__v

Status String True

status__v

Global ID String True

global_id__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EDLs

edl__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Name String True

name__v

Status String True

status__v

Source EDL Template String True

source_edl_template__v

Parent String True

parent__v

Global ID String True

global_id__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EDLTemplates

edl_template__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Name String True

name__v

Status String True

status__v

Parent String True

parent__v

Global ID String True

global_id__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EmailActivity

Stores detailed records of email communications sent through Vault, including metadata such as timestamps, recipients, and engagement metrics for audit and analytics purposes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the email activity record within the Vault system.

Email Activity Type String True

Specifies the object subtype of the email activity, identifying the nature of the record based on Vault metadata configuration.

Global ID String True

System-wide globally unique identifier used to track the record across different Vault environments or integrations.

Link String False

System-generated hyperlink to access the full details of the email activity record within the Vault UI.

Email Activity Name String True

Human-readable name assigned to the email activity, often used for display or search purposes.

Status String False

Current lifecycle status of the email activity, such as Active, Inactive, or Archived, based on the Vault state model.

Created By String True

Username or ID of the user who created the email activity record in Vault.

Created Date Datetime True

Timestamp indicating when the email activity record was initially created in the Vault system.

Last Modified By String True

Username or ID of the user who last modified the email activity record.

Last Modified Date Datetime True

Timestamp of the most recent update made to the email activity record.

Activity Date Datetime False

Date and time when the email-related event (such as send, open, click) occurred.

City String False

City associated with the recipient's IP address at the time of the activity, used for geolocation reporting.

Clicked URL String False

The full URL that was clicked by the recipient as part of the tracked email activity.

Client Name String False

Name of the email client application used by the recipient, such as Outlook, Gmail, or Apple Mail.

Client OS String False

Operating system running on the recipient's device, such as Windows, macOS, iOS, or Android.

Client Type String False

Describes the platform type used to access the email, such as desktop, mobile, or web-based client.

Country String False

Country determined from the recipient's IP address at the time of the email interaction.

Device String False

Type of device used by the recipient during the activity, such as smartphone, tablet, or laptop.

Activity Details String False

Descriptive message or metadata related to the activity event, often containing technical or contextual details.

Activity String False

High-level category of the email event, such as Sent, Opened, Clicked, Bounced, or Unsubscribed.

IP Address String False

Public IP address recorded when the email activity occurred, used for analytics and security monitoring.

Link Name String False

Friendly name or label assigned to the clicked URL, often representing call-to-action links in the email.

Preference Modification String False

Indicates whether the recipient made changes to their communication preferences during this interaction, such as opting out.

Region String False

Geographic region derived from the recipient's IP address, offering broader location context than city or country.

User Agent String False

Full user agent string identifying the recipient's browser and device configuration at the time of the activity.

Document ID String False

Vault document ID associated with the email activity, typically referencing a document linked in or related to the email message.

Document Name String False

The internal name of the Vault document as stored in the system, typically used for reference in document management workflows.

Major Version String False

The primary version number of the document, indicating major updates or revisions that can involve substantial content changes.

Minor Version String False

The secondary version number of the document, representing incremental edits or minor updates made since the last major version.

Document Number String False

A unique numeric identifier assigned to the document within Veeva Vault for tracking and referencing purposes.

Document Title String False

The full, descriptive title of the document as entered by the content author or uploader.

Vault Domain String False

The identifier of the Vault domain instance where the document and related activity are stored and managed.

Approved Document String False

A flag indicating whether the document version sent via email was an approved copy, based on Vault's approval lifecycle.

Sent Email String False

A reference indicating whether the document was distributed through an email channel during this logged activity.

Legacy CRM Id String False

An external Customer Relationship Management (CRM) system identifier used for backward compatibility or mapping legacy customer records to Vault data.

Transaction Type String False

Specifies the type of transaction or interaction that took place involving the document, such as view, download, or send.

Veeva Distribution String False

Indicates whether the document was sent via Veeva's approved distribution mechanism, typically tied to regulated communications.

Duration Decimal False

The total length of time, in seconds, that the recipient engaged with the document during the email activity session.

Media Type String False

The format or category of the document content, such as PDF, video, HTML, or image, indicating how the media was rendered.

Page Number Decimal False

The specific page number of the document that was viewed or interacted with during the email activity.

Video Last Viewed Time Decimal False

The timestamp (in seconds) indicating the last position reached during playback of a video document.

Video Length Decimal False

The total duration, in seconds, of the video file associated with the document sent or accessed via email.

Video Start Time Decimal False

The timestamp (in seconds) marking where the video playback began during the user's session.

Video Total Time Spent Decimal False

The cumulative amount of time, in seconds, the user spent watching the video across one or more play sessions.

Veeva Content String False

A flag or identifier that specifies whether the document is recognized as Veeva content under Vault compliance rules.

Veeva Distribution File Name String True

The original file name used when the document was distributed through Veeva's email system, useful for audit and retrieval.

CData Cloud

EmailAddresses

email_address__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EmailBuilderCells

Defines the structural components (cells) used in email templates within the Email Builder, specifying layout, content types, and configuration for rendering dynamic emails.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the email builder cell record within the Vault environment.

Email Builder Cell Type String True

Specifies the object type associated with the email builder cell, typically used for system-level classification and processing.

Global ID String True

System-generated global identifier that uniquely identifies the record across all Vaults and environments.

Link String False

System-generated link that provides direct access to the email builder cell record within the Vault UI.

Name String False

User-defined name of the email builder cell, used for identification and reference within the Vault.

Status String False

Current lifecycle state of the email builder cell, indicating where it stands in the approval or review process.

Created By String True

Username or system identity that created the email builder cell record.

Created Date Datetime True

Timestamp indicating when the email builder cell record was initially created.

Last Modified By String True

Username or system identity that last updated the email builder cell record.

Last Modified Date Datetime True

Timestamp indicating the most recent update to the email builder cell record.

Display Order String False

Value indicating the sequence in which this email builder cell should be displayed relative to others.

Hash String False

A unique hash value representing the content of the cell, often used for content integrity or change tracking.

Key String False

Key value used internally to reference this email builder cell, possibly for linking to template logic or rendering engines.

Email Builder Cell Status String False

Application-specific status field providing more granular state tracking beyond the standard lifecycle.

Text String False

Text content of the email builder cell, typically includes the marketing or informational message.

Type String False

Indicates the type or classification of the email builder cell, such as image, text, button, or dynamic content.

Vault External Id String False

Externally assigned identifier used to reference this record from systems outside of Vault.

Vault GUID String False

Globally unique identifier for the record within Vault, used for API-level integrations and traceability.

Vault Record Id String False

System-defined internal identifier used to track the record within Vault's object framework.

Legacy CRM Id String False

Identifier used to map the email builder cell back to a corresponding record in a legacy Customer Relationship Management (CRM) system, if applicable.

Email Builder String False

Reference to the associated Email Builder record that this cell is a part of, forming part of the email layout or structure.

Email Fragment String False

Reference to the approved content fragment (document) used within the email builder cell, such as text blocks or images.

CData Cloud

EmailBuilderRuleCells

Links specific rules to individual cells in email templates, enabling conditional display logic based on recipient attributes or campaign context.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Email Builder Rule Cell record within the Vault system.

Email Builder Rule Cell Type String True

Indicates the specific Vault object type for the Email Builder Rule Cell, typically used to distinguish between custom and standard object definitions.

Global ID String True

System-generated global identifier that ensures uniqueness of the record across all Vault environments.

Link String False

System-managed internal hyperlink that directs to the Vault UI representation of the Email Builder Rule Cell record.

Name String False

User-defined name or label for the Email Builder Rule Cell, typically used for display and reference purposes within the Email Builder interface.

Status String False

Represents the current lifecycle state of the Email Builder Rule Cell, such as Draft, Active, or Inactive.

Created By String True

Username or system account that initially created the Email Builder Rule Cell record.

Created Date Datetime True

Timestamp indicating when the Email Builder Rule Cell record was first created in Vault.

Last Modified By String True

Username or system account that last updated the Email Builder Rule Cell record.

Last Modified Date Datetime True

Timestamp of the most recent modification made to the Email Builder Rule Cell record.

Email Builder Rule Cell Status String False

Status specific to the operational state of the rule cell within the context of email rules, used to drive conditional logic or control display behavior.

Vault External Id String False

Externally defined unique identifier used for integrations or referencing this record outside of Vault.

Vault GUID String False

Globally unique identifier assigned by Vault to track the record internally across all environments and API interactions.

Vault Record Id String False

Unique numeric or alphanumeric identifier used internally by Vault to distinguish this record within its object context.

Legacy CRM Id String False

Identifier carried over from legacy Customer Relationship Management (CRM) systems, allowing traceability and mapping during system migrations or integrations.

Email Builder Rule String False

Reference to the associated Email Builder Rule that this rule cell contributes to, enabling rule-based behavior configuration.

Email Builder String False

Foreign key reference to the parent Email Builder configuration that governs the layout or design of the outbound email.

Email Builder Cell String False

Reference to the specific Email Builder Cell this rule cell is linked to, establishing contextual placement within an email template.

CData Cloud

EmailBuilderRules

Contains the logic and conditional rules used in email templates to dynamically personalize content, based on criteria like user segment or geography.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the Email Builder Rule Cell record within the Vault environment.

Email Builder Rule Type String True

Specifies the classification of the rule applied to an email builder cell, stored using the internal object type code 'object_type__v'.

Global ID String True

A globally unique identifier across Vault environments, represented by the system-maintained field 'global_id__sys'.

Link String False

System-generated reference URL pointing to the record's location in the Vault UI, used for navigation or integration.

Name String False

Human-readable name of the rule cell, defined by the user or system, and stored in the 'name__v' field.

Status String False

Current state of the rule cell (such as Active, Inactive, or Draft), used to control availability and behavior.

Created By String True

The username or user ID of the person who initially created the rule cell record, recorded automatically by the system.

Created Date Datetime True

Timestamp indicating when the rule cell was first created in Vault. Captured in the 'created_date__v' field.

Last Modified By String True

The username or user ID of the last person to modify this rule cell record. This is used for audit tracking.

Last Modified Date Datetime True

Date and time of the most recent update to the record, supporting version control and auditing.

Description String False

Optional text field allowing users to provide a detailed explanation or notes about the rule cell.

Email Builder Rule Status String False

Specifies the operational status of the email builder rule associated with this cell, such as Enabled or Deprecated.

Type String False

Denotes the category or functional type of this rule cell (for example: Dynamic, Static, Conditional).

Vault External Id String False

Custom external identifier used to map or sync this record with systems outside of Vault. Set by integrations or business logic.

Vault GUID String False

Globally unique identifier assigned by Vault to this record, used internally for record tracking and system processes.

Vault Record Id String False

Vault-specific record identifier used to retrieve or reference this record within Vault queries or APIs.

Legacy CRM Id String False

Identifier imported from a legacy Customer Relationship Management (CRM) system, used for data migration or backward compatibility tracking.

Email Builder String False

Reference to the parent Email Builder object or configuration that this rule cell is associated with.

CData Cloud

EmailBuilders

Captures the configuration and metadata for email templates created using Vault's Email Builder tool, including versioning and ownership details.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the email builder record within the Vault system. Serves as the primary key for this table.

Email Builder Type String True

Specifies the type or classification of the email builder, as defined by the object_type__v field in Vault.

Global ID String True

System-generated global identifier that uniquely identifies the record across all Vaults in a multi-tenant environment.

Link String False

System-managed URL or Uniform Resource Identifier (URI) that provides a direct link to the email builder record within the Vault user interface.

Name String False

User-defined or system-assigned name of the email builder, stored in the name__v field. This is used for display and search purposes.

Status String False

Current lifecycle state of the email builder record, as defined in Vault's status__v field (for example, active, inactive, archived).

Created By String True

Username or user ID of the person who initially created the email builder record in Vault, as recorded in created_by__v.

Created Date Datetime True

Timestamp indicating when the email builder record was first created in Vault. Derived from created_date__v.

Last Modified By String True

Username or user ID of the person who last modified the record, as stored in modified_by__v.

Last Modified Date Datetime True

Date and time of the most recent update to the record, sourced from modified_date__v.

Email Builder Status String False

Current functional status or state of the email builder object, as defined in email_builder_status__v. May reflect workflow or publishing readiness.

Vault DNS String False

Fully qualified domain name of the Vault instance that owns this record. This is useful for cross-Vault integration or reporting.

Vault External Id String False

An external system's identifier for the Vault record. This is used for data syncs or third-party integrations.

Vault GUID String False

Globally unique identifier assigned by Vault to this email builder record, used in APIs and backend operations.

Vault Record Id String False

System-level identifier of the record within the Vault platform, often used internally for lookups and API access.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management system that was previously associated with this email builder record.

Owner String False

User or group assigned ownership of the email builder. This is typically reflects the person responsible for maintaining or publishing it (ownerid__v).

Trigger Timestamp Datetime False

Timestamp representing when a workflow, automation, or scheduled process was triggered on this email builder record.

CData Cloud

EMCatalogs

em_catalog__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

EM Catalog Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EngageConnectGroupRequests

Tracks user-initiated requests to join engage connect groups, including approval status and related user and group identifiers.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Engage Connect Group Request record within the Vault system.

Engage Connect Group Request Type String True

Specifies the object type of the Engage Connect Group Request, used to categorize and distinguish between different types of requests.

Global ID String True

System-generated global identifier that ensures uniqueness of the record across all Vault environments.

Link String False

System-level hyperlink that provides direct access to the Engage Connect Group Request record.

Engage Connect Group Name String False

The name assigned to the Engage Connect Group, typically used for display and filtering purposes in the Vault interface.

Status String False

Current lifecycle status of the Engage Connect Group Request, such as Draft, In Progress, or Completed.

Created By String True

Username or identifier of the user who originally created the Engage Connect Group Request.

Created Date Datetime True

Timestamp indicating when the Engage Connect Group Request was first created in the Vault system.

Last Modified By String True

Username or identifier of the user who most recently updated the Engage Connect Group Request.

Last Modified Date Datetime True

Timestamp of the last modification made to the Engage Connect Group Request record.

Brands String False

Comma-separated list of associated brand names relevant to the Engage Connect Group (for example, BrandX, BrandY, BrandZ).

Customer Key String False

External system identifier that maps this Engage Connect Group Request to a customer record in integrated Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP) systems.

Display Future Meetings String False

Indicates whether future scheduled meetings related to the group request should be displayed to the user.

Error Description String False

Textual description of any errors encountered during the processing or synchronization of the group request.

External ID String False

An optional identifier provided by external systems to correlate this record with records outside of Vault.

Primary Color String False

Hex or named color value representing the primary theme color associated with the Engage Connect Group's branding.

Processing Status String False

Indicates the current processing state of the record, such as Queued, Processed, or Failed.

Secondary Color String False

Hex or named color value representing a secondary accent color used for visual theming.

User Communication Channel String False

Preferred communication channel for the user associated with the request (for example, Email, SMS, or In-App).

User Profile Company Name String False

Company name associated with the user profile initiating or assigned to the group request.

Owner String False

Identifier of the Vault user or group who is responsible for the Engage Connect Group Request.

Legacy CRM Id String False

Identifier from a legacy CRM system, used for historical mapping or migration validation.

Content Filters String False

Comma-separated list of content filter values used to limit or control content visibility in the Engage Connect interface.

Enable HCP-Initiated Meeting Requests Bool False

Boolean flag indicating whether Healthcare Professionals (HCPs) are allowed to initiate meeting requests through the Engage Connect platform.

CData Cloud

EngageConnections

Represents the connection relationships between users and healthcare professionals in the engage platform, including connection state and interaction history.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Engage Connection record, used as the primary key.

Engage Connection Type String True

Specifies the object type classification within Veeva Vault that defines the schema and behavior of this Engage Connection.

Global ID String True

System-generated unique identifier that ensures global uniqueness across environments for the Engage Connection.

Link String False

System-managed URL that points to the specific Engage Connection record within the Vault user interface.

Engage Connection Name String False

Human-readable name assigned to the Engage Connection for identification purposes within the Vault platform.

Status String False

Current operational state of the Engage Connection, such as Active, Inactive, or Pending.

Created By String True

Username or ID of the user who initially created this Engage Connection record.

Created Date Datetime True

Timestamp indicating when the Engage Connection record was first created in the system.

Last Modified By String True

Username or ID of the user who most recently modified the Engage Connection record.

Last Modified Date Datetime True

Timestamp indicating when the Engage Connection record was last updated.

Active Bool False

Boolean flag indicating whether the Engage Connection is currently active and operational.

Inactivation Datetime Datetime False

Timestamp of when the Engage Connection was inactivated. This is used for tracking historical changes in status.

VExternal ID String False

External system identifier mapped to this Engage Connection, typically used for integration purposes with external applications.

Legacy CRM Id String False

Identifier originating from a legacy Customer Relationship Management (CRM) system that was previously used to track this connection.

From User String False

Reference to the originating user who initiated or owns this Engage Connection within the system.

To Engage Profile String False

Reference to the recipient or target Engage profile associated with this connection.

Owner String False

ID of the Vault user or system entity that owns or is responsible for managing this Engage Connection.

Last Update Timestamp Datetime False

System-managed timestamp reflecting the most recent update made to any field within this Engage Connection record.

CData Cloud

EngageLinkSettings

Stores configuration settings related to Engage Link, such as feature toggles and integration parameters used during remote engagement sessions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Engage Link settings record, used as the primary key.

Global ID String True

System-generated global identifier used to uniquely identify the record across environments and integrations.

Link String False

System-managed reference to the internal Engage Link object associated with this configuration.

Name String False

Descriptive name of the Engage Link settings configuration, typically used for display and filtering.

Status String False

Indicates the current status of the Engage Link settings record, such as Active, Inactive, or Archived.

Created By String True

Username or ID of the user who initially created the Engage Link settings record.

Created Date Datetime True

Timestamp of when the Engage Link settings record was first created in the system.

Last Modified By String True

Username or ID of the user who last updated the Engage Link settings record.

Last Modified Date Datetime True

Timestamp of the most recent update made to the Engage Link settings record.

Account Selection Mode Decimal False

Numeric value that determines how users can select accounts within Engage Link, based on predefined access rules.

Engage Link Apps String False

Comma-separated list of Engage Link applications that are enabled for this configuration, such as engage_app, meeting_app, content_viewer.

Company Logo String False

Reference to the file or URL representing the company logo, used in Engage Link branding and presentations.

Setup Owner ID String False

Identifier of the user or administrator who owns and maintains the Engage Link configuration.

Security Profile String False

Name or ID of the security profile that governs access permissions for this Engage Link settings record.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to map this Engage Link settings record during migration or integration.

Allow Sending of Custom Presentation Bool False

Boolean flag indicating whether users are allowed to send custom presentations via Engage Link.

Call Signature Request Expiry Period Decimal False

Numeric value representing the number of days before a call signature request expires after being initiated.

Application Profile String False

Identifier of the application profile that defines the behavior and settings of Engage Link apps associated with this configuration.

AOC Signature Request Expiry Period Decimal False

Numeric value representing the number of days before an Acknowledgement of Content (AOC) signature request expires.

Call Signature Share Sheet Decimal False

Flag or identifier that determines whether the call signature sheet can be shared externally or internally.

CData Cloud

EngageProfiles

Maintains user profiles for Engage, capturing professional details, preferences, and credentialing information for authenticated interactions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Engage profile record within the Veeva Vault database.

Engage Profile Type String True

Indicates the type of Engage profile, derived from the 'object_type__v' field, typically used to distinguish between different profile classifications such as Healthcare Professional (HCP) or Healthcare Organization (HCO).

Global ID String True

System-generated globally unique identifier (GUID) for the Engage profile, ensuring cross-system traceability and integration.

Link String False

URL link that directly references the Engage profile record within the Vault system, derived from the 'link__sys' system field.

Engage Profile Name String False

The full name or label of the Engage profile, stored in the 'name__v' field, used for display and identification purposes.

Status String False

Represents the current lifecycle status of the Engage profile (such as Active, Inactive, Pending) to support workflow management and status tracking.

Created By String True

Username or ID of the Vault user who initially created the Engage profile record.

Created Date Datetime True

Timestamp recording when the Engage profile record was first created in the Vault system.

Last Modified By String True

Username or ID of the Vault user who last updated the Engage profile record.

Last Modified Date Datetime True

Timestamp indicating the most recent modification made to the Engage profile record.

Last Connection Status Update Datetime Datetime False

Datetime of the latest update to the Engage connection status, used to track sync or communication attempts.

Connection Status String False

Describes the current connection status of the Engage profile (such as Connected, Disconnected, Error), often used to monitor integration health.

Degree String False

Professional degree(s) associated with the Engage profile (for example, MD, PhD), aiding in accurate HCP representation.

Display Name String False

The formatted name shown in the Engage interface for easy recognition, often a combination of title, first name, and last name.

Engage Signup Datetime Datetime False

Datetime when the user associated with the profile signed up for Engage, used to track adoption and onboarding.

First Name String False

The given name of the person associated with the Engage profile.

Last Name String False

The family or surname of the person associated with the Engage profile.

Profile Photo URL String False

URL that points to the profile image of the Engage user, typically hosted on a secure Vault server.

Title String False

The professional title of the individual (such as Dr., Mr., Ms.), useful for personalization and proper display.

VExternal ID String False

External system identifier mapped to the Engage profile, allowing for synchronization across platforms or third-party applications.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system, retained for historical reference or integration during migration.

Account String False

The associated account object that links the Engage profile to an HCO or enterprise record in Vault.

Owner String False

Vault user ID or reference indicating ownership or stewardship of the Engage profile record.

CData Cloud

EventActions

em_event_action__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Action Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventAttendees

Lists participants of scheduled events, capturing information such as role, attendance status, and related event metadata for tracking and reporting.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the attendee record within the Vault system.

Event Attendee Type String True

Specifies the type or classification of the event attendee as defined by the system object type.

Global ID String True

Globally unique identifier used to reference the record across different Vault environments or integrations.

Link String False

System-managed hyperlink or reference that connects this record to related Vault objects or resources.

Attendee Id String True

System-generated identifier associated with the attendee's name value.

Status String False

Indicates the current status of the attendee in the context of the event, such as Registered, Attended, or Canceled.

Created By String True

User or system account that initially created the attendee record.

Created Date Datetime True

Timestamp indicating when the attendee record was first created in the system.

Last Modified By String True

User or system account that most recently modified the attendee record.

Last Modified Date Datetime True

Timestamp showing the date and time of the last modification to the attendee record.

Address Line 1 String False

Primary street address line for the attendee's mailing or physical location.

Address Line 2 String False

Secondary address information, such as suite number or building name.

Attendee String False

Full display name of the individual attending the event.

City String False

City component of the attendee's address.

Attendee URL String False

URL segment used for the attendee's CoBrowse session or participant-specific online interactions.

Email Address String False

Email address used for communicating with the event attendee.

Entity Reference Id String False

Identifier referencing an associated business entity, such as an account or contact, within or outside Vault.

Expense Attendee Type String False

Categorization of the attendee related to expense reporting, such as HCP, speaker, or internal staff.

Expense Post Status String False

Indicates the current posting status of any associated expenses, such as Pending, Posted, or Failed.

First Name String False

Given name of the event attendee.

Furigana String False

Phonetic reading of the attendee's name using Japanese kana characters, used for pronunciation support.

Incurred Expense Bool False

Indicates whether the attendee has expenses associated with their event participation.

Last Name String False

Family name or surname of the event attendee.

Meal Opt-In Bool False

Specifies whether the attendee opted in to receive a meal during the event.

Mobile Id String False

Mobile identifier associated with the attendee, typically used for synchronization or mobile access.

Network ID String False

Identifier from a master data management network (such as Veeva Network) that links to the attendee's profile.

Organization String False

Name of the organization or company with which the attendee is affiliated.

Override Lock Bool False

Indicates whether the attendee record is allowed to override standard system locks or restrictions.

Phone String False

Primary telephone number for contacting the attendee.

Position String False

Job title or role of the attendee within their affiliated organization.

Prescriber String False

Indicates whether the attendee has prescribing authority, typically used for compliance tracking.

Signature Datetime Datetime False

Date and time when the attendee electronically signed an acknowledgment or document during the event.

Signature String False

Unique signature associated with the attendee record, used for authentication or verification of participation.

Signee String False

Name or identifier of the individual who signed in as an attendee at the event.

Start Date Date False

The date the attendee's participation began, typically corresponding to the start of the medical or promotional event.

Event Attendee Status String False

Current status of the attendee in relation to the event, such as Registered, Attended, Canceled, or No Show.

Talk Title String False

Title of the presentation or talk attended or delivered by the attendee at the event.

Walk-In Status String False

Indicates whether the attendee was pre-registered or walked in without prior notice.

Walk-In Type String False

Specifies the classification of the walk-in attendee, such as Professional, Guest, or Medical Staff.

Zip String False

Postal code associated with the attendee's primary address, used for demographic or location analysis.

Account String False

Primary account or organization associated with the attendee, typically a healthcare provider or institution.

Child Account String False

Subordinate or affiliated account related to the primary account, providing additional context on organizational hierarchy.

CoBrowse Activity String False

Identifier for the co-browsing session, if applicable, that occurred during the event or remote engagement.

Attendee2 String False

Secondary attendee reference, used for complex or dual-attendance scenarios such as assistants or proxies.

Event Speaker String False

Indicates whether the attendee also served as a speaker at the event, referencing their speaker role assignment.

Medical Event String False

The specific medical event the attendee participated in, used to link attendee data to event-level metadata.

User String False

Vault user or system account associated with the attendee record, typically representing the individual who entered the data.

Attendee Type String True

Classification of the attendee, such as Health Care Professional (HCP), Speaker, Staff, or Guest.

Speaker Id String True

Internal identifier used to reference the speaker profile if the attendee was also a designated event speaker.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used to match or trace historical attendee records.

Group Name String False

Name of the group or cohort with which the attendee was affiliated during the event.

Role String False

The role of the attendee at the event, such as Participant, Moderator, or Organizer.

Controlling Event String False

References a parent or controlling event under which this attendee's event was categorized.

Event Team Member String False

Indicates whether the attendee was part of the event execution team rather than a standard participant.

Child Account Id String False

System-generated identifier corresponding to the child account listed in the attendee's profile.

License # String False

Professional license number of the attendee, typically required for regulated industries or credential verification.

Location Id String False

Internal identifier for the location where the attendee engaged with the event.

Location Name String False

Full name of the physical or virtual location where the attendee was present during the event.

State String False

State or province in which the event took place or where the attendee is based.

Location String False

Detailed address or descriptor of the location associated with the attendee, often used for reporting.

Speaker Identifier String False

Unique code or identifier used to cross-reference a speaker in Vault systems.

Person String False

Reference to the person object or contact profile associated with the attendee entry.

Attendee Name String False

Full name of the individual who attended the event.

EM Attendee Type String True

Additional classification of the attendee based on Engage Meeting system, used for enhanced reporting and filtering.

CData Cloud

EventBudgets

em_event_budget__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Budget Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventBusinessRuleConfigurations

em_business_rule_configuration__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Business Rule Configuration Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventBusinessRules

em_business_rule__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Business Rule Type String True

object_type__v

Global ID String True

global_id__sys

Business Rule Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventConfigurationCountries

em_event_configuration_country__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Configuration Country Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventConfigurations

em_event_configuration__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Configuration Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventHistories

em_event_history__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event History Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventLayouts

em_event_layout__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Layout Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventMaterials

em_event_material__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Material Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventNotes

em_event_note__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Note Type String True

object_type__v

Global ID String True

global_id__sys

Link String False

link__sys

Name String True

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Body String False

body__v

Event String False

event__v

Mobile ID String False

mobile_id__v

Title String False

title__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventOverride

em_event_override__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Override Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventRules

em_event_rule__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Rule Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Events

em_event__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Type String True

object_type__v

Global ID String True

global_id__sys

Event Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventSessionAttendees

em_event_session_attendee__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Session Attendee Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventSessions

em_event_session__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Session Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventsManagementSettings

Holds organization-specific configurations for the Events Management module, such as default values, restrictions, and compliance settings.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Events Management Settings record, used as the primary key.

Global ID String True

System-generated global identifier that ensures uniqueness across environments and integrations.

Link String False

System-generated link to the record within Vault, used for navigation and referencing.

Name String False

Descriptive name assigned to this Events Management Settings configuration instance.

Status String False

Current status of the configuration, such as Active or Inactive, indicating whether it is applied in Vault.

Created By String True

User who initially created the Events Management Settings record.

Created Date Datetime True

Timestamp indicating when the Events Management Settings record was created in Vault.

Last Modified By String True

User who last updated the Events Management Settings record.

Last Modified Date Datetime True

Timestamp indicating the most recent modification of the Events Management Settings record.

ATTENDEE_ROLLUP_STATUS_FILTER_vod String False

Defines the status values used to filter attendee records in the rollup process, improving attendee visibility and analytics.

Attendee_Automatch_Mode_vod Decimal False

Configuration setting that controls how attendees are automatically matched to accounts or contacts during event processing.

Enable Speaker Portal Bool False

Flag that determines whether the speaker portal is enabled, allowing external speakers to access event-related materials and tasks.

QR Server URL String False

URL of the QR code server used to generate codes for event check-in and tracking.

Speaker Portal Support Email String False

Support email address displayed in the speaker portal for users to request help or report issues.

Speaker Portal Support Phone String False

Support phone number displayed in the speaker portal for contacting assistance with portal access or functionality.

SPEAKER_ROLLUP_STATUS_FILTER String False

Defines the set of status values used to filter speaker records in the rollup process for reporting and data consolidation.

Speaker Tab Columns String False

Comma-separated list of column names displayed in the Speaker tab of the event interface. Columns include name, specialty, status, etc.

Status Icon Map String False

Defines the mapping of event or speaker statuses to specific icons displayed in the user interface for visual cues.

Setup Owner ID String False

Identifier of the user or group that owns the setup configuration, establishing administrative ownership.

Security Profile String False

Name of the security profile applied to this configuration, determining access permissions and visibility rules.

Legacy CRM Id String False

Identifier from the legacy Customer Relationship Management (CRM) system that corresponds to this Events Management Settings record, used for backward compatibility.

Exclude Team Member Roles String False

Comma-separated list of team member roles that should be excluded from certain workflows or reporting views. Roles include presenter, coordinator, assistant, etc.

Next Year Speaker Cap Bool False

Boolean setting that, if enabled, limits the number of events a speaker can participate in for the upcoming year.

Event Attendee Email Source String False

Specifies the data source used to populate attendee email addresses for communications, such as CRM, Vault, or an external system.

Event Speaker Email Source String False

Specifies the data source used to populate speaker email addresses, supporting automated notifications and calendar invites.

Application Profile String False

Name of the application profile that governs UI settings, feature availability, and behavior for this configuration.

Enable Event Budget Filter Bool False

Determines whether budget-related filters are enabled in the event planning interface, allowing for financial constraint enforcement.

CData Cloud

EventSpeakers

em_event_speaker__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Speaker Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventStageConfigurations

em_stage_configuration__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Stage Configuration Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EventTasks

Stores task assignments and completion statuses related to event execution workflows, supporting planning, scheduling, and accountability tracking.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the event task record.

Global ID String True

Universally unique identifier assigned by the Vault platform to distinguish the record across environments.

Link String False

System-managed URL linking to the Vault web interface location for this specific task record.

Name String False

User-defined name or title of the event task, typically used to summarize its purpose or contents.

Status String True

Current status of the event task in the workflow, such as Not Started, In Progress, or Completed.

Created By String True

Username of the Vault user who initially created the event task record.

Created Date Datetime True

Timestamp indicating when the event task was first created in the Vault system.

Last Modified By String True

Username of the user who last made changes to the event task record.

Last Modified Date Datetime True

Timestamp indicating when the event task was last updated.

Assigned To String False

User or role responsible for completing the event task, assigned through Vault workflows or manually.

Due Date Date False

Date by which the task is expected to be completed, based on project timelines or workflow requirements.

First Assigned Date Datetime True

Date and time when the task was first assigned to a user or group.

Last Assigned Date Datetime True

Most recent timestamp of task reassignment, reflecting workflow updates or manual changes.

Completion Date Datetime False

Date and time the task was marked as complete, typically based on user submission or workflow rules.

Complete Bool False

Boolean indicator showing whether the event task has been completed (true) or is still in progress (false).

Priority Decimal False

Numerical value representing the urgency or importance of the task, with lower numbers indicating higher priority.

Assigned Bool True

Boolean flag indicating whether the task has been assigned to any user (true) or remains unassigned (false).

Description String False

Detailed description or instructions associated with the task, used to guide assignees on execution.

Lifecycle String True

Name of the lifecycle governing the task, which defines its allowable states and transitions.

Lifecycle State String True

Current state of the task within its lifecycle, such as Draft, In Review, or Completed.

Lifecycle State Stage ID String True

Internal system identifier representing the current lifecycle stage of the task.

Lifecycle Stage String True

Descriptive label for the stage of the lifecycle the task is currently in, such as Planning or Execution.

Event String False

Reference to the associated event record that this task belongs to, enabling traceability across modules.

Mobile ID String False

Identifier used by Vault Mobile to synchronize this task for offline access or mobile-specific features.

CData Cloud

EventTeamMembers

em_event_team_member__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Event Team Member Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ExcludedClassifications

excluded_classification__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ExpenseAttributions

expense_attribution__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Expense Attribution Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ExpenseEstimates

em_expense_estimate__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Expense Estimate Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ExpenseHeaders

expense_header__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Expense Header Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ExpenseLines

expense_line__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Expense Line Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Expenses

Contains records of event- or user-related expenses submitted for reimbursement, including type, amount, justification, and approval workflow data.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the expense record, assigned automatically by the system.

Expense Type String True

Specifies the type of expense, such as travel, meals, lodging, or other business-related categories, based on predefined object types.

Global ID String True

System-generated global identifier used for cross-vault or system-wide uniqueness.

Link String False

URL or internal system reference linking to the detailed view of the expense record.

Expense Name String True

User-defined title or label that describes the expense entry in plain language.

Status String False

Indicates the current lifecycle state of the expense, such as Draft, Submitted, Approved, or Rejected.

Created By String True

Username or user ID of the person who initially created the expense entry in the system.

Created Date Datetime True

Timestamp indicating when the expense record was first created.

Last Modified By String True

Username or user ID of the person who last updated the expense entry.

Last Modified Date Datetime True

Timestamp of the most recent update to the expense record.

Amount Decimal False

Monetary value of the expense entered by the user, typically in the local currency.

Amount Corp Decimal True

Converted amount of the expense into the corporate default currency for consistent reporting.

Local Currency String False

Currency code (such as USD, EUR, GBP) used when the expense was incurred.

Call String False

Reference to the associated call activity record, if this expense was logged during a field interaction.

Concur Report ID String False

Identifier linking this expense to a corresponding report in the SAP Concur system.

Concur Report String False

Human-readable title or label of the Concur expense report associated with this record.

Concur Response Receipt Timestamp Datetime False

Timestamp marking when the system received a response from Concur regarding this expense entry.

Concur Response Timestamp Datetime False

Timestamp indicating when Concur processed and responded to the submitted expense data.

Concur Status String False

Current integration status with Concur, showing whether the expense is pending, accepted, rejected, or errored.

Concur System ID String False

System identifier used internally by Concur to uniquely reference this expense entry.

Concur System Receipt ID String False

Unique identifier for the receipt object as stored in the Concur system.

Description String False

User-provided explanation or justification for the expense, detailing its business purpose.

Expense Type2 String False

Alternate or system-level categorization of the expense type, potentially used for integration or reporting.

Mobile ID String False

Identifier used to track the expense if it was entered or submitted via a mobile device.

Override Lock Bool False

Indicates whether standard data locking rules are bypassed, allowing edits to a normally locked record.

Transaction Date Date False

Date on which the expense was incurred, typically reflecting the date shown on the receipt.

Owner String False

User ID of the person who owns or is primarily responsible for the expense entry.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used for mapping or data migration purposes.

CData Cloud

ExpenseTypes

Defines allowable categories of expenses that can be submitted in the system, often aligned with compliance and financial policies.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the expense type record, typically a system-generated value used as a primary key.

Expense Type Type String True

System-specific object type identifier for this expense type record, usually mapped to 'object_type__v' in Veeva Vault.

Global ID String True

Globally unique identifier assigned by the Vault system to ensure record uniqueness across environments.

Link String False

System-managed link that provides a direct reference to the full record within the Veeva Vault interface or API.

Name String False

User-defined name or label for the expense type, typically displayed in dropdowns and forms.

Status String False

Current lifecycle status of the expense type, such as Active, Inactive, or Archived, driven by Vault workflow states.

Created By String True

Username or ID of the user who initially created the expense type record in the Vault system.

Created Date Datetime True

Timestamp representing when the expense type record was first created in the Vault environment.

Last Modified By String True

Username or ID of the user who most recently modified the record, used for audit tracking.

Last Modified Date Datetime True

Timestamp indicating the most recent update to the expense type record.

Active Bool False

Boolean flag indicating whether the expense type is currently active and eligible for use in transactions.

Expense Code String False

Alphanumeric code representing the expense type, often used for financial categorization and reporting.

Expense Type Identifier String False

Unique identifier used internally or externally to reference a specific expense type, distinct from the system ID.

External ID String False

Custom external identifier provided by an integrated source system to maintain cross-system reference integrity.

Included In Speaker Cap Bool False

Boolean flag indicating if expenses of this type should be counted toward speaker spending caps for compliance.

Meal Expense Bool False

Boolean flag indicating whether this expense type represents a meal-related cost, used for categorization and policy enforcement.

Parent Expense Type String False

Reference to the parent expense type, if this record is part of a hierarchical structure of expense categories.

Owner String False

ID of the user or group responsible for managing or owning the expense type definition in the Vault system.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system, retained for backward compatibility and data migration purposes.

Country String False

Country code or name specifying the regional applicability of the expense type, supporting multi-country configurations.

Exclude From String False

Comma-separated list of contexts, views, or processes from which this expense type should be excluded (for example, report_1, workflow_validation).

CData Cloud

ExternalCalendarEvents

Represents events imported from external calendar systems (for example, Outlook, Google Calendar), enabling synchronization and unified scheduling.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the external calendar event record within Veeva Vault. This value is system-generated and immutable.

External Calendar Event Type String True

Specifies the type of the external calendar event object, as defined by the Vault object type framework (object_type__v).

Global ID String True

Globally unique identifier for the record across Vault environments, used to support cross-environment integration and deduplication.

Link String False

System-generated URL or URI link that references the specific calendar event within an external calendar system (such as Outlook or Google Calendar).

External Calendar Event Name String True

Descriptive name of the calendar event as imported or synchronized from the external system.

Status String False

Represents the current lifecycle state of the event, such as Scheduled, Cancelled, or Tentative, depending on the external calendar platform.

Created By String True

Username or identifier of the user who initially created the event record in Vault. This can reflect synchronization logic rather than a Vault user.

Created Date Datetime True

Timestamp indicating when the external calendar event was created within Vault, typically during synchronization.

Last Modified By String True

Username or identifier of the user or system that last updated the event record in Vault.

Last Modified Date Datetime True

Date and time when the external calendar event was most recently modified in Vault.

End Datetime Datetime False

Date and time at which the event is scheduled to end, based on the external calendar system.

Start Datetime Datetime False

Date and time at which the event is scheduled to begin, as specified in the external calendar system.

Title String False

The subject or title of the event as entered by the user in the external calendar system.

Allow New Time Proposals? Bool False

Indicates whether attendees are allowed to propose new meeting times for the event. This reflects the external calendar setting.

Attendees String False

A list of attendees associated with the event, typically including email addresses or user identifiers, separated by commas.

Body Content Type String False

Specifies the format of the event body content, such as HTML or plain text, based on the external calendar system.

Body Preview String False

A truncated version of the event body or description, used to provide a quick summary in UI displays or search results.

Categories String False

Comma-separated list of category tags or labels applied to the event in the external calendar system (for example, Business, Internal, Client).

Change Key String False

A unique string used by the external system to detect updates to the event and ensure synchronization consistency.

Description String False

Full body content or detailed description of the calendar event, as entered in the external calendar system.

End TimeZone String False

Time zone designation used for the event end time, following external calendar conventions (for example, America/New_York).

Event Created Datetime Datetime False

Timestamp from the external system indicating when the event was originally created, not when imported into Vault.

Event Last Modified Datetime Datetime False

Timestamp from the external system showing the most recent update to the event, used to track changes during sync.

External Calendar Event ID String False

The unique identifier assigned to the event by the external calendar system (for example, Outlook or Google Calendar).

Has Attachments? Bool False

Boolean value indicating whether the event includes any attached files, such as documents or presentations.

Hide Attendees? Bool False

Boolean flag indicating whether the list of event attendees is hidden from others, depending on external calendar privacy settings.

Importance String False

Indicates the priority level of the event (such as Low, Normal, or High) as defined in the external calendar system.

Is All Day? Bool False

Indicates whether the calendar event spans the entire day without a specific start or end time. This is typically used for all-day reminders or out-of-office notices.

Is Cancelled? Bool False

Flag that denotes whether the calendar event has been cancelled. This is useful for excluding events from scheduling workflows or reminders.

Is Draft? Bool False

Specifies whether the event is still in a draft state and not finalized. Draft events are often hidden from attendee calendars or downstream systems.

Is MS Teams Meeting? Bool False

Indicates whether the calendar event is a Microsoft Teams meeting. Enables integration with Teams-related features such as automatic join links.

Is Online Meeting? Bool False

Identifies whether the event is a virtual meeting hosted through an online conferencing platform such as Zoom, Microsoft Teams, or Webex.

Is Organizer? Bool False

True if the user associated with this record is the event organizer. Helps determine ownership and permissions for event modifications.

Is Reminder On? Bool False

Indicates whether a reminder notification is configured for the event. Reminders help notify attendees before the event starts.

Locations String False

The physical or virtual location(s) where the event is scheduled to occur. Can include addresses, conference room names, or online meeting URLs.

MS Teams Join URL String False

Direct URL to join the Microsoft Teams meeting associated with the event. Automatically generated when a Teams meeting is scheduled.

Meeting Join URL String False

Generic join URL for the online meeting, applicable to platforms such as Zoom, Webex, or Google Meet if not using Teams.

Occurrence ID String False

Unique identifier for a specific instance of a recurring calendar event. Helps distinguish between multiple occurrences of a repeating event series.

Online Meeting Provider String False

Name of the platform providing the online meeting service, such as Microsoft Teams, Zoom, Webex, or Google Meet.

Online Meeting URL String False

Primary URL used to access the online meeting session. May duplicate MS Teams Join URL if Teams is used.

Organizer Name(s) and Email Address(es) String False

List of names and email addresses for the organizer(s) of the calendar event. Can include one or more entries depending on the scheduling system.

Original End TimeZone String False

Time zone associated with the event's originally scheduled end time. This is useful for accurately calculating durations and reminders across zones.

Original Start TimeZone String False

Time zone in which the event was originally scheduled to start. Retained even if the start time is adjusted later.

Recurrence String False

Recurrence rule or pattern for the calendar event, such as daily, weekly, monthly, or custom recurrence definitions.

Reminder Minutes Before Start Decimal False

Number of minutes prior to the start time when a reminder is scheduled to trigger for attendees.

Response Requested Bool False

Indicates whether the organizer has requested RSVP responses from invited attendees. Helps track participation status.

Sensitivity String False

The sensitivity level of the event, such as Normal, Personal, Private, or Confidential. Affects visibility and data sharing.

Series Master ID String False

Identifier linking this occurrence to the master record of the recurring series. This is used for managing and editing recurring events.

Show As String False

Indicates how the event should appear in attendees' calendars, such as Free, Busy, Tentative, or Out of Office.

Start TimeZone String False

Time zone in which the event's scheduled start time is defined. Affects all time-based calculations and calendar rendering.

Transaction ID String False

Unique identifier for the event transaction used for synchronization, auditing, or troubleshooting calendar integration workflows.

Type String False

General type or category of the event, such as Meeting, Appointment, Conference, Webinar, or Training.

Unavailable for Scheduling Bool False

Indicates whether this event blocks the attendee's availability for Engage scheduling purposes. This is used for conflict checking.

Web Link String False

Publicly accessible link related to the calendar event, such as a web-hosted agenda, meeting notes, or external calendar reference.

iCalUID String False

Universal identifier used in iCalendar (.ics) formats to identify and track the event across systems.

External Calendar String False

Name or source of the external calendar system that the event was imported or synced from, such as Google Calendar or Outlook.

Legacy CRM Id String False

Deprecated or historical identifier used to associate this event with a previous Customer Relationship Management (CRM) system prior to Veeva Vault integration.

CData Cloud

ExternalCalendars

Holds metadata for connected external calendars, such as sync configuration, linked users, and last synchronization timestamps.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the external calendar record within the Veeva Vault system.

External Calendar Type String True

Specifies the object type of the external calendar, typically used for internal classification or system processing.

Global ID String True

System-generated global identifier used to uniquely identify the calendar across all Veeva Vault environments.

Link String False

System-defined URL link that directs to the external calendar resource or interface.

External Calendar Name String True

User-defined name or label associated with the external calendar, intended for display and reference purposes.

Status String False

Current lifecycle status of the calendar, such as Active, Inactive, or Archived, indicating its availability and usage.

Created By String True

User ID of the individual who initially created the calendar entry in the system.

Created Date Datetime True

Date and time when the calendar record was first created.

Last Modified By String True

User ID of the individual who last made changes to the calendar entry.

Last Modified Date Datetime True

Timestamp indicating the most recent update made to the calendar record.

Owner String False

Identifier of the user or group who owns the calendar and has primary control over its configuration.

Hex Color String False

Six-digit hexadecimal color code used to visually distinguish the calendar in the interface, such as #FF5733.

Is Default Calendar? Bool False

Indicates whether this calendar is set as the default calendar for the user or account. True if it is the default.

Title String False

Optional title associated with the external calendar, used for additional labeling or display purposes.

Allowed Online Meeting Providers String False

List of permitted online meeting providers associated with the calendar, such as Zoom, Microsoft Teams, Webex.

Can Edit Bool False

Boolean flag indicating whether the current user has permission to modify the contents or settings of the calendar.

Can Share Bool False

Boolean flag indicating whether the calendar can be shared with other users or groups.

Can View Private Items Bool False

Boolean flag specifying whether the user has access to view private events scheduled on this calendar.

Change Key String False

Internal system value representing the current state of the calendar. This is used to detect updates or changes.

Color String False

Named color label or system-defined color associated with the calendar for visual representation.

Default Online Meeting Provider String False

The preferred online meeting provider (for example, Zoom, Webex, Microsoft Teams) automatically selected when creating calendar events.

External Calendar ID String False

Identifier referencing the calendar in an external system, such as Microsoft Outlook or Google Calendar.

Is Removable Bool False

Indicates whether the calendar can be removed by the user. True if user has rights to delete the calendar.

Is Tallying Responses Bool False

Specifies whether the calendar is currently configured to track attendee responses to event invitations.

Owner Name(s) and Email Address(es) String False

Display name and email address of the calendar owner(s), typically formatted as Name [email protected].

Legacy CRM Id String False

Identifier used to reference the calendar in a previous Customer Relationship Management (CRM) system, allowing legacy data mapping or migration.

CData Cloud

FeedbackApprovalRuleCriteria

aln_approval_rule_criteria__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

FeedbackApprovalRules

aln_approval_rule__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

FieldForceGroups

aln_field_force_group__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

FieldForceProducts

aln_field_force_product__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

FieldForces

aln_field_force__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

FieldMappings

aln_field_mapping__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

FocusAreas

Categorizes business initiatives or therapeutic areas targeted by an organization, used to filter content and assign responsibilities within campaigns or studies.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the focus area record within the system.

Focus Area Type String True

System-defined classification that specifies the type of focus area, used to differentiate between different operational or strategic groupings.

Global ID String True

System-generated global identifier used to uniquely distinguish the focus area across different environments or integrations.

Link String False

URL or Vault link reference pointing to the focus area record for direct access within the platform.

Focus Area Name String True

Human-readable name or label given to the focus area to describe its purpose or thematic grouping.

Status String False

Current lifecycle state or progress indicator of the focus area record, such as Active, Inactive, or Draft.

Created By String True

Username or system identifier of the user who originally created the focus area record.

Created Date Datetime True

Timestamp indicating when the focus area record was initially created in the system.

Last Modified By String True

Username or system identifier of the user who most recently updated the focus area record.

Last Modified Date Datetime True

Timestamp reflecting the most recent modification made to the focus area record.

Clinical Trials Focus Score Decimal False

Quantitative score representing the relevance or importance of the focus area in the context of clinical trial engagements or activities.

Events Focus Score Decimal False

Numerical score that quantifies how strongly the focus area is associated with events, such as meetings, conferences, or symposia.

External ID String False

Identifier assigned from an external system or legacy platform to facilitate cross-system traceability.

Focus Name String False

Descriptive name used internally or externally to denote the primary theme or subject of the focus area.

High Focus Score Decimal False

Aggregate metric indicating a high-priority score derived from combined sub-focus scores, used to flag highly relevant areas.

Publications Focus Score Decimal False

Metric indicating the focus area's alignment with publications, such as journal articles or scientific content.

Record Type Name String False

Name of the record type used to apply specialized business rules, workflows, or page layouts to the focus area record.

Account String False

Reference to the related account, such as a healthcare provider organization or institution, that is associated with the focus area.

Focus Area Account String False

Identifier linking the focus area to a specific account relationship, used in account-based segmentation or targeting.

Owner String False

User or group responsible for managing or overseeing the focus area record.

Total Focus Score Decimal True

Cumulative score combining all relevant focus dimensions (for example, clinical trials, publications, events) to quantify overall strategic value.

Legacy CRM Id String False

Identifier inherited from a previous Customer Relationship Management (CRM) system used to support migration history, auditability, or reference mapping.

CData Cloud

FootprintGeographies

aln_footprint_geography__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Footprints

aln_footprint__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

FormattedOutputContentGenerators

formattedoutputcontentgenerator__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

FormularyProducts

Tracks the presence and details of pharmaceutical products on formularies, including tier, coverage notes, and payer affiliations.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the formulary product record, typically auto-generated by the system.

Global ID String True

System-generated global identifier used to ensure uniqueness across all vaults and integrations.

Link String False

URL or reference link to the detailed view of the formulary product within the Vault system.

Name String False

Display name or label for the formulary product, as defined in the Vault user interface.

Status String False

Current lifecycle state of the formulary product, such as Draft, Approved, or Inactive, depending on configuration.

Created By String True

Username or identifier of the user who initially created the formulary product record.

Created Date Datetime True

Timestamp indicating when the formulary product record was first created in the system.

Last Modified By String True

Username or identifier of the user who most recently modified the formulary product record.

Last Modified Date Datetime True

Timestamp of the most recent modification to the formulary product record.

Competitor Bool False

Boolean flag indicating whether the formulary product is associated with a competitor.

External ID String False

Identifier used to link this record to an external system, such as a Customer Relationship Management (CRM) or third-party application.

Market String False

Specifies the geographic or commercial market to which the formulary product is aligned, such as United States (US), Europe (EU), or Asia-Pacific (APAC).

Owner String False

User or group responsible for managing the formulary product record, typically represented by their Vault user ID.

Legacy CRM Id String False

Identifier from a legacy CRM system used for reference or migration purposes.

CData Cloud

Fulfillments

fulfillment__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Fulfillment Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

FunctionalProfileApplicationRoles

aln_functional_profile_application_role__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

FunctionalProfileFieldForces

aln_functional_profile_field_force__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

FunctionalProfileGroups

aln_functional_profile_group__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

FunctionalProfiles

aln_functional_profile__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Geographies

aln_geography__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

GeographyTerritories

Maps geographic regions to sales territories, facilitating territory alignment, rep assignments, and performance analysis.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the geography-territory record within Veeva Vault. This is used as the primary key for internal referencing.

Global ID String True

Globally unique system identifier assigned to the record for cross-environment data consistency and external integration use.

Link String False

System-generated reference link pointing to the detailed view of this geography-territory record within Vault.

Name String True

The display name of the geography-territory mapping, typically used to provide a human-readable identifier for the record.

Status String False

The current lifecycle state of the record, such as Active, Inactive, or Archived, based on business workflow.

Created By String True

The username or identifier of the Vault user who initially created the geography-territory record.

Created Date Datetime True

Timestamp indicating when the record was originally created in the system.

Last Modified By String True

The username or identifier of the Vault user who most recently updated the geography-territory record.

Last Modified Date Datetime True

Timestamp indicating the last time any modification was made to the record.

Country String False

The country associated with the geography-territory mapping, typically aligned with standardized country codes or names.

External ID String False

An identifier provided by an external system, such as Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP), used to reference this record for system integration and synchronization.

Geography String False

Specifies the geographic region (such as state, province, or region) tied to the territory for field alignment and reporting.

Territory String False

Defines the commercial or operational territory associated with the geography, commonly used in sales or compliance mapping.

Geography Type String False

Describes the classification of the geography (such as Postal Code, Metropolitan Area, or Region) used to group data contextually.

Legacy CRM Id String False

Identifier carried over from a previous or legacy CRM system, retained for historical mapping and audit traceability.

CData Cloud

GeographyTerritories2

aln_geography_territory__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

GlobalAccountSearchSettings

Stores settings that configure how global account searches behave, such as filters, default views, and access controls for user searches.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Global Account Search Settings record within the Veeva Vault environment.

Global ID String True

System-generated global identifier used across Vaults to reference this specific settings record consistently.

Link String False

System-managed link reference that enables navigation or programmatic access to this settings record.

Name String False

Descriptive name assigned to the Global Account Search Settings configuration, often used for display or administrative identification.

Status String False

Current state of the settings record, such as Active or Inactive, determining whether the configuration is in effect.

Created By String True

Username or ID of the user who initially created the Global Account Search Settings record.

Created Date Datetime True

Timestamp indicating when the settings record was first created in the system.

Last Modified By String True

Username or ID of the user who last updated the Global Account Search Settings record.

Last Modified Date Datetime True

Timestamp reflecting the most recent update made to the settings record.

Enable Global Account Search Decimal False

Flag that enables or disables the Global Account Search functionality. A value of 1 typically indicates that global search is active.

Implicit Filters String False

Comma-separated list of filters automatically applied during global account searches. These filters restrict results based on predefined conditions without user input.

My Accounts Redirect Bool False

Indicates whether the 'My Accounts' page should redirect to the Global Account Search interface. A value of true enables redirection.

Online User Filters String False

Comma-separated list of filters specific to online users that limit or tailor the results shown during global account searches.

iPad Preview Fields String False

Comma-separated list of fields shown in the preview pane when users access account records via iPad. Fields are optimized for mobile readability.

Online Columns String False

Comma-separated list of columns displayed in the Global Account Search result grid for online users, defining the structure and content of search results.

Setup Owner ID String False

Identifier of the user or group responsible for owning and maintaining this settings configuration.

Security Profile String False

Name or ID of the security profile governing access and permissions related to the Global Account Search feature.

Legacy CRM Id String False

Reference ID carried over from a legacy Customer Relationship Management (CRM) system, used for backward compatibility or historical tracking.

Application Profile String False

Application profile associated with this configuration, determining how the settings are applied across different app contexts or user roles.

Hide New Account Button Bool False

Indicates whether the 'New Account' button should be hidden from the Global Account Search interface. A value of true removes the button from the UI.

CData Cloud

GlossaryDefinitions

Maintains a structured glossary of system-defined terms and their descriptions, supporting consistency in metadata usage and interpretation.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the glossary definition record within the Veeva Vault system.

Global ID String True

System-generated global identifier used to uniquely identify the glossary definition across multiple vaults.

Link String False

System-generated reference link that can be used to directly access the glossary definition record within the Vault user interface.

Glossary Term String False

The official name or title of the glossary term being defined. This represents the primary subject of the definition.

Status String True

The current status of the glossary definition, reflecting whether it is active, draft, archived, or in another lifecycle state as defined in the Vault.

Created By String True

The username or ID of the user who originally created this glossary definition record.

Created Date Datetime True

The timestamp indicating when the glossary definition was initially created in the system.

Last Modified By String True

The username or ID of the user who most recently modified the glossary definition record.

Last Modified Date Datetime True

The timestamp of the most recent update made to this glossary definition.

Lifecycle String True

The defined lifecycle that governs the stages and transitions applicable to the glossary definition, such as Draft, Review, and Approved.

Lifecycle State String True

The current state of the glossary definition within its lifecycle, indicating where it stands in the process (for example, In Review, Approved).

Lifecycle State Stage ID String True

System-level identifier for the current stage within the lifecycle, used internally by Vault to track state transitions.

Lifecycle Stage String True

The label representing the current stage in the glossary definition's lifecycle, often used for reporting and workflow logic.

Definition Text String False

The full text that defines or explains the glossary term, providing detailed context or meaning.

Language String False

The language in which the glossary definition text is written, used for multilingual support and localization.

Related English Definition String False

A link or reference to the corresponding English version of this glossary definition, used when the current definition is in another language.

Term Definition Language String True

The language code or descriptor associated with the definition of the glossary term, indicating the language context for the content.

CData Cloud

Goals

Represents specific user or organizational objectives, such as sales targets and engagement Key Performance Indicators (KPIs), while supporting performance tracking over time.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier assigned to the goal record within the Vault system. Serves as the primary key for referencing and tracking.

Goal Type String True

Specifies the type or category of the goal, based on predefined object types configured in Vault.

Global ID String True

System-generated global identifier used to uniquely identify the goal across all Vault environments and integrations.

Link String False

System-managed reference link used internally by Vault to associate the goal record with other related system objects.

Goal Name String True

The display name or title of the goal as defined by the user. This is typically provides a concise summary of the goal's purpose.

Status String False

Indicates the current state of the goal, such as Planned, In Progress, or Completed, based on Vault lifecycle states.

Created By String True

The username or ID of the individual who originally created the goal record in Vault.

Created Date Datetime True

The date and time when the goal was initially created. Stored in Coordinated Universal Time (UTC) format.

Last Modified By String True

The username or ID of the user who last updated the goal record.

Last Modified Date Datetime True

The date and time when the goal record was most recently updated. Tracked for auditing and version control purposes.

Details String False

Free-text field containing additional context, notes, or a description elaborating on the goal's intent or objectives.

Mobile ID String False

Identifier used to sync the goal record with mobile applications. This is useful for offline access or device-level integration.

Account Plan String False

Reference to the associated account plan that the goal supports or aligns with. This is used to establish strategic connections.

Product String False

Specifies the product associated with the goal, linking commercial objectives to specific items in the product catalog.

Legacy CRM Id String False

Identifier from a legacy customer relationship management system, allowing backward compatibility or data migration traceability.

CData Cloud

Holidays

Stores records of recognized holidays within the system, including dates and holiday types, to support features like scheduling, workflow planning, and compliance tracking across different regions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the holiday record within the Veeva Vault system. This is used as the primary key for referencing and lookups.

Name String False

The name or title assigned to the holiday entry, typically representing the event or observance (for example, Independence Day or Labor Day).

Status String False

The current lifecycle status of the holiday record, such as Active, Inactive, or Archived, indicating whether the entry is in use or deprecated.

Created By String True

The user or system account that initially created the holiday record in Vault. This is used for auditing and historical tracking.

Created Date Datetime True

The timestamp indicating when the holiday record was first created in the Vault system. Stored in UTC.

Global ID String True

A globally unique identifier assigned by the system to support cross-organization or cross-vault data consistency and tracking.

Last Modified By String True

The user or system account that last updated the holiday record. Helps trace change history and user accountability.

Last Modified Date Datetime True

The timestamp of the most recent update to the holiday record, including metadata or value changes. Stored in UTC.

Link String False

A system-generated URL or deep link that provides direct access to the holiday record within the Vault user interface.

Holiday Schedule String False

References the holiday schedule to which this entry belongs. This is used to group holidays under a common calendar for planning and compliance.

Date Date False

The calendar date on which the holiday occurs. This field is used for scheduling, exclusion logic, and reporting purposes.

CData Cloud

HolidaySchedules

Defines holiday schedules used by business processes or calendars, mapping specific holidays to regions, user groups, or operational calendars to manage availability and automation behavior.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier assigned to each holiday schedule record in the system. This value is system-generated and immutable.

Name String False

The name of the holiday schedule, typically representing a business region, department, or calendar configuration for non-working days.

Status String False

Indicates the current lifecycle state of the holiday schedule, such as Active, Inactive, or Archived.

Created By String True

The username or system identifier of the user who originally created the holiday schedule entry in Veeva Vault.

Created Date Datetime True

The timestamp indicating when the holiday schedule record was first created in the system.

Global ID String True

A system-assigned, globally unique identifier (GUID) for the holiday schedule, used to support integrations and cross-system referencing.

Last Modified By String True

The username or identifier of the last user who modified the holiday schedule record.

Last Modified Date Datetime True

The timestamp of the most recent update made to the holiday schedule, whether by a user or system process.

Link String False

A system-generated hyperlink pointing to the specific holiday schedule record within the Veeva Vault user interface.

CData Cloud

Homepages

Contains configuration details for user-specific or role-based homepages in the Vault interface, including layout, widgets, and personalized content displays.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the homepage record. This value is typically system-generated and used to reference the entry internally within the Vault database.

Global ID String True

System-assigned global identifier used to ensure uniqueness of the homepage record across multiple Vaults and environments.

Link String False

System-generated hyperlink or reference URI that points to the homepage resource within the Vault application.

Name String False

User-defined name of the homepage, typically used for display purposes within the user interface. This value corresponds to the 'name__v' field.

Status String False

Current state of the homepage record, such as Active, Inactive, or Archived. This is used to control visibility and usability in the system.

Created By String True

Username or ID of the user who initially created the homepage record in the Vault system. This tracks authorship and auditing.

Created Date Datetime True

Timestamp indicating the exact date and time the homepage was created. This value supports chronological sorting and auditing processes.

Last Modified By String True

Username or ID of the user who last modified the homepage record. Helps identify the most recent editor for auditing and tracking purposes.

Last Modified Date Datetime True

Timestamp capturing the date and time of the most recent modification made to the homepage record. This is used for version control and auditing.

CData Cloud

HTMLReports

Stores metadata for HTML-based reports generated within Vault, including report structure, layout templates, embedded parameters, and linkage to reporting modules or dashboards.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the HTML report record within the system.

HTML Report Type String True

Specifies the object type classification for the HTML report, mapped from the Vault object_type__v field.

Global ID String True

System-generated globally unique identifier used for cross-environment consistency and integrations.

Link String False

Direct system-generated URL link that points to the HTML report within Vault.

Report Name String False

The human-readable name or title of the HTML report, typically used in the user interface.

Status String False

The current lifecycle state of the HTML report, such as Active, Inactive, or Draft, sourced from the status__v field.

Created By String True

The user who initially created the HTML report record, identified by their Vault user ID.

Created Date Datetime True

Timestamp indicating when the HTML report record was originally created.

Last Modified By String True

The Vault user ID of the individual who most recently updated the HTML report.

Last Modified Date Datetime True

Timestamp indicating the most recent update to the HTML report record.

Description String False

Optional free-text field used to provide a detailed explanation or summary of the HTML report's purpose or contents.

External ID String False

Custom external identifier used to map the report to an external system or process.

Status Details String False

Supplementary status information that can explain why a report is in a given publish state.

Platform String False

Target platform on which the HTML report is designed to operate, such as Web or Mobile.

Published Date Datetime False

Timestamp representing when the HTML report was officially published through the Vault publishing process.

Enforce Report Review Before Submit Bool False

Boolean flag that determines whether the HTML report must be reviewed before submission can proceed.

Sharing Group String False

Identifier for the user group with which the HTML report is shared, governing access permissions.

HTML Report Status String False

System-calculated status of the HTML report's publishing or generation process.

Studio Id String False

Reference to the originating Studio workspace ID used during HTML report creation or editing.

Studio Version Decimal False

Numeric value indicating the version of the Studio environment used to generate the report.

Visibility Criteria String False

Conditions or rules that control the visibility of the HTML report to different user roles or contexts.

Owner String False

Vault user ID or group responsible for the HTML report's ownership and administrative control.

Legacy CRM Id String False

Historical Customer Relationship Management (CRM) system identifier that can have been used before migration to Vault.

Content Target Platform String False

Specifies the destination system or platform where the HTML content is intended to be deployed, such as Salesforce, iPad, or Web.

Profile String False

Profile associated with the HTML report, often used for content configuration or audience targeting.

Object Type String False

Indicates the record type of the object the report is related to, based on Vault record type settings.

Application Profile String False

Defines the application-level configuration profile used during report rendering or publishing.

CData Cloud

ImplicitFilterConditions

Captures the specific conditions applied to implicit filters, which are automatically applied to user queries or views based on roles, object types, or data access policies.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the implicit filter condition record within the Vault instance.

Global ID String True

System-generated globally unique identifier used to reference this record across multiple Vaults or external systems.

Link String False

Internal system link reference that allows direct navigation to this specific record within the Vault UI.

Implicit Filter Condition Name String True

Human-readable name assigned to the implicit filter condition, typically used for display or selection purposes.

Status String False

Current lifecycle status of the implicit filter condition, such as Active, Inactive, or Archived.

Created By String True

Username or system account that originally created this implicit filter condition record.

Created Date Datetime True

Timestamp indicating when this implicit filter condition was initially created in the system.

Last Modified By String True

Username or system account that last updated this implicit filter condition record.

Last Modified Date Datetime True

Timestamp of the most recent update made to this implicit filter condition.

Criteria String False

Logical expression or condition used to define the filtering behavior of this implicit filter. This commonly includes comparisons on field values.

Field Name String False

Name of the field on the target object to which this filter condition is applied.

Object Name String False

API name of the Vault object (document, binder, or custom object) where this implicit filter condition is enforced.

Implicit Filter String False

Reference to the associated implicit filter definition that this condition contributes to.

Legacy CRM Id String False

Optional identifier used for backward compatibility with legacy Customer Relationship Management (CRM) integrations or data migrations.

CData Cloud

ImplicitFilters

Defines the logic and structure for implicit filters that are applied by the system without user input to enforce visibility rules, data access constraints, or contextual personalization.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the implicit filter record within the Vault system. This is used as the primary key for referencing this record.

Global ID String True

System-generated global identifier that ensures uniqueness across environments and Vaults for the implicit filter record.

Link String False

System link to the Vault object, providing a direct reference URL to the record within the user interface or via API.

Implicit Filter Name String True

The user-defined name of the implicit filter. This name typically indicates the context or purpose of the filter and is used for reference in configuration.

Status String False

The current lifecycle state of the implicit filter (such as Active, Inactive, or Archived), indicating whether the filter is currently applied.

Created By String True

The username or ID of the Vault user who originally created the implicit filter record.

Created Date Datetime True

The timestamp indicating when the implicit filter was first created in the Vault system.

Last Modified By String True

The username or ID of the Vault user who last updated or modified the implicit filter record.

Last Modified Date Datetime True

The timestamp of the most recent update made to the implicit filter record.

Applies To String False

The object or entity within the Vault system to which this implicit filter is applied, such as documents, users, or events.

Inclusion Bool False

Boolean flag that determines whether the filter should include (true) or exclude (false) the specified criteria when applied.

Location String False

The Vault location or context (such as business unit, region, or site) where this implicit filter is defined or applicable.

Owner String False

The Vault user ID or group ID that owns or is responsible for maintaining this implicit filter configuration.

Legacy CRM Id String False

An identifier carried over from a legacy Customer Relationship Management (CRM) system, used to map or reference filters during data migration or integration.

CData Cloud

IndexDependencies

indexdependency__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

IndexDependencyTargets

indexdependencytarget__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

parent String False

parent

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Indexes

Maintains metadata for custom and system-defined indexes on Vault tables to enhance performance and ensure efficient querying and retrieval of structured content and business data.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the index record in Veeva Vault.

Index Type String True

Specifies the object type associated with the index, corresponding to the Vault object model field 'object_type__v'.

Global ID String True

System-assigned global identifier used to uniquely identify the record across all Vaults.

Link String False

Internal system link reference used for navigation or API-based retrieval within the Vault platform.

Index Name String True

The human-readable name of the index as stored in the 'name__v' field, used for display and reporting purposes.

Status String False

Represents the current lifecycle state of the index, such as Active, Inactive, or Retired.

Created By String True

Username or system identifier that created the index record in the Vault system.

Created Date Datetime True

Timestamp indicating when the index record was first created.

Last Modified By String True

Username or system identifier that last modified the index record.

Last Modified Date Datetime True

Timestamp of the most recent modification to the index record.

Average Decimal False

Calculated average value associated with the index, typically derived from related data points or input metrics.

External Id String False

External system identifier used to map this record with data from integrated systems outside Vault.

Lower Limit Decimal False

Defines the minimum threshold value permitted or tracked by the index.

Record Type Name String False

Specifies the name of the record type for the index, used when multiple record types exist within the same object.

Type String False

Specifies the business classification or categorization of the index, as defined by business logic.

Upper Limit Decimal False

Defines the maximum threshold value permitted or tracked by the index.

Value Decimal False

The primary numeric value associated with the index, used for evaluation, benchmarking, or analytics.

Account String False

References the account associated with this index, often linking to a Healthcare Professional (HCP), Healthcare Organization (HCO), or other entity.

Owner String False

ID of the Vault user or group that owns or is responsible for this index record.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to link historical data with the current Vault index record.

CData Cloud

Indications

indication__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Link String False

link__sys

Indication Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Original Source ID String False

original_source_id__v

Source Status String False

source_status__v

Deleted in Source? Bool False

deleted_in_source__v

Source Vault ID String False

source_vault_id__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

IntegratedSurveys

Stores information about surveys integrated with third-party systems, tracking their configuration, deployment, response mapping, and associated content such as questions and responses.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the integrated survey record, used as the primary key.

Integrated Survey Type String True

Specifies the type of integrated survey, based on predefined object classifications in Veeva Vault.

Global ID String True

System-generated unique identifier that ensures global uniqueness across environments and integrations.

Link String False

System-level hyperlink or reference associated with the survey record, used internally or for navigation.

Name String False

The display name of the integrated survey as defined in Vault.

Status String False

Current lifecycle state of the integrated survey, such as Active, Inactive, or Archived.

Created By String True

Username or system account that originally created the integrated survey record.

Created Date Datetime True

Date and time when the integrated survey record was initially created.

Last Modified By String True

Username or system account that most recently updated the integrated survey record.

Last Modified Date Datetime True

Date and time of the most recent update to the integrated survey record.

Account ID Parameter Name String False

Name of the parameter used to pass the Account ID into the survey, typically in the query string or request body.

Active Bool False

Boolean value indicating whether the survey is currently enabled and available for use.

Call ID Parameter Name String False

Name of the parameter used to pass the Call ID into the survey integration point.

Country Parameter Name String False

Name of the parameter used to pass the country value into the survey, which can affect localization or regulatory behavior.

Country String False

The default country value configured for the integrated survey, used if no dynamic value is passed.

Delivery Mechanism String False

Method used to deliver the integrated survey, such as email, in-app prompt, or external link.

Description String False

Free-text field for entering a detailed explanation of the purpose, scope, or audience of the integrated survey.

Event ID Parameter Name String False

Parameter name used to pass the Event ID into the survey, typically tied to a specific event record in Vault.

Integrated Survey Entry Point String False

Specifies the entry point location or context in which the survey is launched, such as Call, Event, or Account.

Integrated Survey URL String False

Fully qualified URL that users are redirected to in order to access the integrated survey.

Meeting ID Parameter Name String False

Parameter name used to pass the Meeting ID into the survey to associate responses with specific meeting instances.

Meeting Rating Parameter Name String False

Parameter name used to pass the meeting rating into the survey context, allowing pre-population or analytics.

Org ID Parameter Name String False

Parameter name used to pass the organizational ID for downstream filtering or reporting purposes.

User ID Parameter Name String False

Parameter name used to identify the user participating in or launching the survey.

User Type Parameter Name String False

Parameter name indicating the type of user (such as Rep, Manager, External) to tailor survey logic accordingly.

Legacy CRM Id String False

Identifier from the legacy Customer Relationship Management (CRM) system used for backward compatibility or migration reference.

Owner String False

Vault user ID of the record owner, typically responsible for managing the survey configuration.

CData Cloud

IntegrationPoints

Defines integration touchpoints used to exchange data between Vault and external systems, including connection details, operation modes, and scheduling parameters.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the integration point record within the Veeva Vault system.

Integration Point Type String True

Specifies the type or category of the integration point, as defined by the system object type code (object_type__v).

Name String False

The human-readable name assigned to the integration point to identify it within the user interface and API.

Status String False

Current lifecycle state of the integration point, reflecting whether it is active, inactive, or in another defined status.

Created By String True

Username or identifier of the user who initially created the integration point record.

Created Date Datetime True

Timestamp indicating when the integration point was first created in the system.

Last Modified By String True

Username or identifier of the user who most recently modified the integration point record.

Last Modified Date Datetime True

Timestamp capturing the most recent update to the integration point's data.

Description String False

Free-text field providing a detailed explanation or summary of the purpose and functionality of the integration point.

Integration String False

Reference to the parent integration or connector that the integration point belongs to within the Veeva Vault integration framework.

Integration Point API Name String False

System-generated or user-defined API name used to programmatically reference this integration point within automated workflows and external integrations.

Global ID String True

Globally unique identifier assigned by the system to ensure consistent referencing across environments and system contexts.

Link String False

URL or relative path providing a direct system link to the integration point record for quick navigation or API access.

CData Cloud

Integrations

Represents high-level integration configurations, detailing how Vault interacts with external systems, including protocols, endpoints, authentication methods, and integration status.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the integration record within the Vault database.

Name String False

User-defined name of the integration, typically used for display and identification in the user interface.

Status String False

Current operational state of the integration, such as Active, Inactive, or Archived, indicating its availability.

Created By String True

Username or identifier of the Vault user who originally created this integration record.

Created Date Datetime True

Date and timestamp when the integration record was first created in the system.

Last Modified By String True

Username or identifier of the Vault user who most recently updated the integration record.

Last Modified Date Datetime True

Date and timestamp of the most recent modification made to the integration.

Connection String False

Reference to the Vault connection configuration used by the integration to access external systems or services.

Integration API Name String False

System-generated API name for the integration, used programmatically in scripts and integrations.

Connection Status String True

Current status of the connection to the remote system, such as Connected, Disconnected, or Error.

Remote Vault Integration Name String False

Name of the integration as it appears in the connected remote Vault environment.

Remote Vault Integration ID String False

Unique identifier of the integration record in the connected remote Vault system.

Remote Vault Integration String True

System reference to the integration instance in the remote Vault, used for synchronization and linking.

Last Successful Run Datetime False

Timestamp of the most recent successful execution of the integration job or process.

Global ID String True

Globally unique identifier assigned to the integration record across all Vault environments for cross-system tracking.

Link String False

System-generated link or URL that provides direct access to the integration record in the Vault user interface.

CData Cloud

IntegrationStatuses2

aln_integration_status__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Name String True

name__v

Status String True

status__v

Global ID String True

global_id__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

InventoryMonitorings

Tracks inventory monitoring events and observations across sites or facilities, supporting compliance, auditing, and real-time product tracking within supply or trial operations.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the inventory monitoring record.

Inventory Monitoring Type String True

Specifies the object type for the inventory monitoring entry, typically used to distinguish among different record types within Veeva Vault.

Global ID String True

System-wide unique identifier used to reference this record across vaults or integrations.

Link String False

System-generated URL or internal reference link to access the inventory monitoring record directly.

Name String True

User-friendly display name of the inventory monitoring record, generally derived from a naming convention or user input.

Status String True

Current status value of the inventory monitoring record, indicating its operational or workflow state.

Created By String True

Username or identifier of the person or system that initially created the inventory monitoring record.

Created Date Datetime True

Timestamp recording when the inventory monitoring record was first created in the system.

Last Modified By String True

Username or identifier of the user who last updated the inventory monitoring record.

Last Modified Date Datetime True

Timestamp indicating the last time the inventory monitoring record was modified.

Account ID String False

Unique identifier of the associated account, typically used to join with external account data.

Account Name String False

Name of the account related to the inventory monitoring activity, such as a healthcare provider or institution.

DateTime Datetime False

Date and time at which the inventory monitoring event was recorded, including time zone context where applicable.

Entity Reference Id String False

Identifier linking the inventory monitoring record to a specific business entity or external reference.

Inventory Monitoring Date Date False

Date on which the inventory monitoring activity occurred, excluding time information.

Lock Bool False

Indicates whether the record is currently locked from editing, often used in workflows to prevent changes.

Mobile Created Datetime Datetime False

Date and time when the record was created on a mobile device, supporting field data capture scenarios.

Mobile ID String False

Identifier assigned to the record by the mobile application used during data capture.

Mobile Last Modified Datetime Datetime False

Timestamp for the last update made to the record via a mobile device.

Notes String False

Free-text field for entering comments, observations, or other contextual information related to the inventory monitoring activity.

Override Lock Bool False

Specifies whether a user or process has permission to override the current lock status on the record.

Photo Rank Decimal False

Numerical ranking assigned to a photo associated with the inventory monitoring record, often used for prioritization or scoring.

Related Order String False

Identifier of an order related to the inventory monitoring event, allowing traceability between inventory checks and order fulfillment.

Inventory Monitoring Status String False

Status field specific to the inventory monitoring lifecycle, distinct from general record status.

Account String False

Reference to the linked account record, often used for reporting and filtering inventory monitoring data.

Assortment String False

Linked assortment or set of products being monitored during the inventory check.

Call String False

Reference to the associated call record, typically indicating the field interaction during which the inventory monitoring occurred.

Call Objective String False

Objective specified for the related call, providing business context for the inventory check.

Contract String False

Reference to a contract governing the terms under which inventory monitoring is being conducted.

Parent Inventory Monitoring ID String False

Identifier for the parent inventory monitoring record if this entry is part of a hierarchy.

Owner String False

User ID of the record owner, generally indicating who is responsible for managing or reviewing the inventory monitoring data.

Is Parent Inventory Monitoring? Decimal True

Flag indicating whether this record serves as a parent in an inventory monitoring hierarchy. This is typically 1 (true) or 0 (false).

Legacy CRM Id String False

Identifier carried over from a previous Customer Relationship Management (CRM) system, used for migration or historical reference.

Account Country String False

Country associated with the account, used for localization, compliance, and reporting purposes.

Lifecycle String True

Lifecycle configuration applied to the inventory monitoring record, defining its permissible state transitions and behaviors.

Lifecycle State String True

Current state within the assigned lifecycle, indicating the record's position in a predefined workflow.

Lifecycle State Stage ID String True

System-generated identifier for the stage within the lifecycle state, used internally by Vault for lifecycle management.

Lifecycle Stage String True

Descriptive name of the lifecycle stage corresponding to the current state of the inventory monitoring record.

CData Cloud

InventoryOrderLines

Stores individual line-item details of inventory orders, capturing product identifiers, quantities, units, and shipment status to support inventory fulfillment and reconciliation.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the inventory order line record. This value is system-generated and used internally to distinguish records.

Global ID String True

Globally unique system-level identifier that ensures record uniqueness across all Vaults and integrations.

Link String False

System-generated URL or URI that links directly to the inventory order line record in the Vault user interface.

Inventory Order Line Number String True

User-defined or system-assigned identifier for the inventory order line, typically used for tracking and reference purposes.

Status String False

Current lifecycle status of the inventory order line, indicating its progress or state in the fulfillment process.

Created By String True

Username or identifier of the Vault user who initially created the inventory order line record.

Created Date Datetime True

Timestamp indicating when the inventory order line was created in the system.

Last Modified By String True

Username or identifier of the Vault user who last modified the inventory order line.

Last Modified Date Datetime True

Timestamp of the most recent update made to the inventory order line record.

Exception Comments String False

Comments or notes describing any exceptions, issues, or irregularities related to the order line.

Exception Severity String False

Severity level associated with any reported exception for the order line, such as low, medium, or high.

Exception Type String False

Category or classification of the exception encountered in the inventory order line, such as quantity mismatch or delayed fulfillment.

Inventory Order Line Status String False

Detailed status specific to the inventory order line, potentially different from the overall order status.

Order Fulfilled Quantity Decimal False

The total quantity of the product that has been successfully fulfilled and delivered for this order line.

Order Quantity UOM String False

Unit of measure used to specify the quantity ordered, such as boxes, units, or kilograms.

Order Quantity Decimal False

Total number of units or quantity ordered for the product in this order line.

Requested Delivery Date Date False

Date on which delivery of the ordered product is requested or scheduled by the requester.

Inventory Order Allocation String False

Reference to the allocation record that indicates how the inventory is assigned or reserved for this order line.

Inventory Order Header String False

Reference to the parent inventory order header, which contains overarching information about the entire order.

Product String False

Product associated with this inventory order line, typically represented by a product identifier or name.

Legacy CRM Id String False

Identifier originating from a legacy Customer Relationship Management system used to associate historical records with this order line.

CData Cloud

InventoryOrders

Represents complete inventory orders within Vault, including order metadata such as requester, destination, approval status, shipping details, and associated line items.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the inventory order record, typically assigned automatically by the system.

Global ID String True

System-wide unique identifier that distinguishes this record across all Vaults and integrations.

Link String False

System-generated hyperlink to access the full inventory order record within the Vault UI.

Inventory Order Number String True

User-defined or system-assigned identifier for the inventory order, used for tracking and reference purposes.

Status String True

Current status of the inventory order, such as Draft, Submitted, or Approved.

Created By String True

Username or system ID of the individual who created the inventory order.

Created Date Datetime True

Timestamp indicating when the inventory order record was initially created.

Last Modified By String True

Username or system ID of the last person who made changes to the inventory order.

Last Modified Date Datetime True

Timestamp of the most recent modification made to the inventory order record.

Approved By String False

Identifier of the user who approved the inventory order, if approval is required.

Approved Date Date False

Calendar date when the inventory order was approved.

Approved Bool False

Boolean flag indicating whether the inventory order has been approved (true) or not (false).

External ID String False

Identifier provided by an external system to link this inventory order with external data sources or platforms.

Order Create Date Date False

Date on which the inventory order was formally created, often based on user input or external import.

Order Status String False

Detailed status of the order within the fulfillment lifecycle, such as Pending, Fulfilled, or Cancelled.

Order Submit Date Date False

Date when the order was submitted for processing, signaling readiness for approval or fulfillment.

Order Type String False

Category or classification of the order, such as Initial Order, Replacement, or Adjustment.

Require Approval Bool False

Boolean value that indicates if this inventory order requires approval before it can proceed to fulfillment.

Unlock Bool False

Flag that allows the record to be modified even after submission or approval, typically for exceptional cases.

Approver String False

User ID of the designated approver responsible for reviewing and approving the order.

Order For User String False

User for whom the inventory order is being placed, often used in delegation or proxy scenarios.

Owner String False

User or system role designated as the owner of the inventory order record, with primary responsibility.

Total Order Quantity Decimal False

Total quantity of inventory items fulfilled as part of this order, expressed as a decimal value.

Legacy CRM Id String False

Reference ID from a legacy Customer Relationship Management (CRM) system, used for backward compatibility or data migration purposes.

Lifecycle String True

Name of the lifecycle applied to the inventory order, defining its business process and states.

Lifecycle State String True

Current state of the order within its lifecycle, such as Initiated, In Review, or Completed.

Lifecycle State Stage ID String True

System-generated identifier for the stage of the lifecycle state, used for internal tracking and workflows.

Lifecycle Stage String True

Human-readable label representing the stage of the inventory order within its lifecycle process.

CData Cloud

JobAdminConfigurations

jobadmineventhandler__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Job Metadata Name String False

job_metadata_name__sys

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

KeyMessages

Stores approved marketing and medical communication content, including text, media, metadata, and platform-specific configurations. Used in closed-loop marketing (CLM) and content delivery systems to ensure regulatory-compliant, targeted, and localized messaging for specific products and audiences.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier assigned to each record within the system, used to distinguish individual entries.

Global ID String True

A globally unique identifier for the record, used to ensure consistency across systems and platforms.

Link String False

A URL or reference to an external resource or system associated with this record. It can be a link to related content or media.

Message String False

The name or title of the message or content being referenced. It provides a concise label or identifier for the record.

Status String False

The current status of the record, such as 'active', 'inactive', or other relevant state that indicates the record's lifecycle stage.

Created By String True

The identifier or name of the user who initially created this record. This helps trace the origin of the record.

Created Date Datetime True

The timestamp when the record was created in the system. It provides the date and time of record creation for tracking and auditing purposes.

Last Modified By String True

The identifier or name of the user who last modified the record. This helps identify the individual responsible for the most recent changes.

Last Modified Date Datetime True

The timestamp when the record was last updated. It indicates the most recent modification to the record.

Active Bool False

A flag that indicates whether the record is currently active ('true') or inactive ('false'). This is used to filter out inactive records.

CDN Path String False

The content delivery network path or URL used to retrieve the media file associated with this record. It is typically used for optimized content delivery.

CLM ID String False

The identifier for the CLM content linked to this record. It connects the record to marketing activities and campaigns.

Category String False

The classification or category the record falls under, such as 'video', 'document', or other predefined categories used for organizing content.

Custom Reaction String False

A custom response or action associated with the record, often used for interactions or reactions that are specific to the content or system.

Description String False

A detailed explanation or summary of the content or purpose of the record. This field provides further context about the record's role or use.

Disable Actions String False

A flag or indicator specifying whether actions associated with the record (such as edits or deletions) are disabled. It can be used to lock content.

Display Order Decimal False

A numerical value that determines the order in which the record appears when displayed in a list or sequence. Lower numbers are prioritized.

Is Shared Resource Bool False

A flag that indicates whether the resource is shared across multiple users or departments. It helps in determining the scope of accessibility.

Keywords String False

A list of keywords associated with the record. These are used for search optimization and categorization, helping users find relevant content.

Media File CRC String False

A Cyclic Redundancy Check (CRC) used to verify the integrity of the media file. It ensures the file has not been corrupted.

Media File Name String False

The name of the media file associated with the record. This typically corresponds to the filename of the uploaded content.

Media File Size Decimal False

The size of the media file, typically measured in bytes, kilobytes, or megabytes, used to assess the file's storage requirements.

Rendition MD5 String False

An MD5 hash representing the rendition of the media file. This is used for file integrity verification and matching.

Segment String False

The segment or grouping associated with the record, used to categorize content by target audience, geographical region, or other criteria.

Slide Version String False

The version of the slide, if the record is part of a presentation. It helps to track updates and revisions to presentation materials.

Slide Notes Version String False

The version number of the slide notes associated with the slide. This helps in tracking changes to notes or annotations related to the slide.

Key Message Status String False

The status of the key message linked to the record, such as 'draft', 'approved', or 'archived'. It tracks the approval lifecycle of key messages.

Veeva External Id String False

The unique identifier used for integrating with the Veeva Vault system, ensuring synchronization between Veeva Vault and other systems.

Vault DNS String False

The domain name system address for accessing the Veeva Vault, used in network configurations for system communication.

Vault Document ID String False

The unique document identifier within the Veeva Vault system, used to reference documents stored in the vault.

Vault External Id String False

An external identifier associated with the record in the Veeva Vault system, used for linking with other systems or external databases.

Vault GUID String False

A globally unique identifier (GUID) for the document or record within the Veeva Vault, used to ensure cross-system uniqueness.

Slide Notes String False

The notes or annotations associated with the slide. These may include additional context, comments, or information for the viewer.

Vault Last Modified Date Time Datetime False

The date and time when the document in the Veeva Vault was last modified. It helps track recent changes to the document.

Vehicle String False

The vehicle or platform used for the distribution or presentation of the content, such as 'iOS app', 'web', or 'desktop'.

iOS Resolution String False

The resolution of the media file optimized for iOS devices. It ensures proper display on Apple devices with varying screen sizes and resolutions.

iOS Viewer String False

The viewer or application used to display the content on iOS devices, ensuring compatibility with the content format and the platform.

Detail Group String False

A classification group used to organize details related to the content, such as 'marketing', 'sales', or other specific groups for internal categorization.

Product Strategy String False

The product strategy associated with the record, linking it to a specific business strategy or product marketing approach.

Product String False

The product linked to the record. It identifies which product the content or message pertains to, useful in product-specific communications.

Shared Resource String False

A shared resource identifier for content or assets that are used across multiple teams or departments. It helps ensure consistent access.

Owner String False

The owner or person responsible for the record. This could be an individual or department managing the record.

Update Slide Notes Bool True

A flag indicating whether the slide notes should be updated. It controls whether modifications to the slide notes are allowed.

Legacy CRM Id String False

The identifier used for linking to a legacy Customer Relationship Management (CRM) system, ensuring compatibility with older systems.

ISI Document String False

The identifier or document linked to the Important Safety Information (ISI), typically used in healthcare and pharmaceuticals to convey safety information.

PI Document String False

The identifier or document linked to the Product Information (PI), used to store detailed product-related information and specifications.

Media Type String False

The type of media associated with the record, such as 'video', 'image', 'audio', or 'document'. It classifies the content by its format.

Content Target Platform String False

The target platform for the content, such as 'web', 'mobile', or 'tablet'. This field helps optimize content delivery to the appropriate device.

Language String False

The language in which the content is presented. It ensures proper localization and accessibility for different language-speaking audiences.

URL String False

A URL link to the content or resource, providing a direct path for accessing the online version of the media or document.

CData Cloud

KeyStakeholders

Stores key contacts or individuals critical to business decisions or engagement strategy.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier assigned to each record. It serves as the primary key within the database for referencing and managing individual records.

Key Stakeholder Type String True

The type of key stakeholder, such as 'customer', 'partner', or 'distributor'. This helps categorize stakeholders within the system.

Global ID String True

A globally unique identifier for the record, ensuring that it can be recognized across different systems or platforms without conflict.

Link String False

A URL or reference link associated with the record. It is typically used to direct users to external resources or related documents.

ID2 String True

An alternative identifier for the record, possibly used as a secondary reference or for tracking purposes in other systems.

Status String False

The current status of the record, such as 'active', 'inactive', or 'pending', to indicate the lifecycle stage of the key stakeholder record.

Created By String True

The name or identifier of the user who created the record. This helps track the origin of the data within the system.

Created Date Datetime True

The timestamp when the record was created, providing a historical reference for when the record first appeared in the system.

Last Modified By String True

The name or identifier of the user who last updated the record, allowing for accountability and tracing of changes made to the record.

Last Modified Date Datetime True

The timestamp of the most recent modification to the record, used to track the freshness and currency of the information.

External ID String False

An external identifier used to link this record with other systems or databases, ensuring synchronization and interoperability across platforms.

Key Stakeholder Name String False

The full name of the key stakeholder, such as the individual or organization that the record pertains to. It is used for easy identification.

Mobile ID String False

An identifier associated with the stakeholder's mobile device, used for tracking mobile-specific data or engagement with the stakeholder.

Role String False

The role or function of the key stakeholder, such as 'manager', 'director', or 'partner'. This helps define their responsibilities or position in the organization.

Stakeholder Owner Name String False

The name of the person or department responsible for managing this key stakeholder, ensuring proper assignment and accountability.

Account Plan String False

The strategic plan associated with the key stakeholder, typically including goals, activities, and timelines for managing the relationship.

Key Stakeholder String False

A general field that may contain additional information or labels associated with the key stakeholder, used to describe their classification or importance.

Stakeholder Owner String False

The department or team that owns the stakeholder relationship, used to define the responsible party for maintaining the relationship.

Owner String False

The identifier of the user who owns this record within the system, often tied to permissions and access control to the record.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system used for linking to older records or for integration purposes with previous CRM systems.

CData Cloud

LabelSets

labelset__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Language Label String False

language_label__sys

Description String False

description__sys

Language Key String False

language__sys

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

LegalHoldItems

legalhold_item__v

Columns

Name Type ReadOnly Description
Status String True

status__v

Legal Hold String True

legalhold__v

Document String True

document__v

Document Name String True

doc_name__v

Document Id and Version String True

doc_id_major_minor__v

ID [KEY] String True

id

Name String True

name__v

Global ID String True

global_id__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

LegalHolds

legalhold__v

Columns

Name Type ReadOnly Description
Status String True

status__v

Universally Applied Bool True

applied__v

Applied Date Datetime True

applied_date__v

Lifted Date Datetime True

lifted_date__v

ID [KEY] String True

id

Name String True

name__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Global ID String True

global_id__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

LibraryQuestionReferenceDocuments

library_question_reference_document__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

LibraryQuestions

library_question__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Question Type String True

object_type__v

Name String True

name__v

Status String True

status__v

Global ID String True

global_id__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

LinkTargets

Defines external or internal hyperlink targets used in navigation or linking within Vault CRM.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier assigned to each record within the system. It serves as the primary key for referencing and managing individual records.

Name String True

The name of the document, reference, or entity. It provides a descriptive label for the record to help identify it within the system.

Status String False

The current status of the record, such as 'active', 'inactive', or 'pending'. This reflects the lifecycle or processing state of the record.

Created By String True

The identifier or name of the user who created the record, providing accountability for the creation of the record.

Created Date Datetime True

The timestamp indicating when the record was created. This helps track when the record first entered the system.

Last Modified By String True

The identifier or name of the user who last modified the record. It provides insight into who last updated the record and helps maintain version control.

Last Modified Date Datetime True

The timestamp of the most recent modification made to the record, helping track changes and ensuring data is up to date.

Reference Type String False

The type of reference associated with the record, such as 'document', 'link', or other categories. This categorizes the kind of resource the record refers to.

Document String True

The unique identifier for the document associated with the record. It links the record to a specific document within the system.

Document Reference (unbound) Decimal True

A reference to the document without any binding constraints, often used for linking documents that are not yet bound to a specific record.

Anchor Id String False

The identifier of the anchor within the document. It provides a specific target for linking or referencing within the context of the document.

Anchor Title String False

The title or name of the anchor in the document, providing more detailed context or description for the anchor point.

Anchor Page Decimal False

The page number within the document where the anchor resides, helping users locate the exact location of the referenced content.

Reference String False

The reference or target associated with the record. This could be a URL, an external document, or an internal link pointing to related content.

Global ID String True

A globally unique identifier for the record, ensuring it can be identified across different systems or databases, avoiding conflicts.

Link String False

The URL or path to an external resource related to the record, used to access additional content or documentation outside the database.

Document Version String False

The identifier for the version of the document associated with the record. This tracks the specific iteration or revision of the document.

Document Version (unbound) Decimal False

The version of the document that is not yet bound to a specific context or reference, often used for draft or provisional versions.

Create From Annotation ID String False

The unique identifier for the annotation from which the current record was created, establishing a link between the two.

Annotation ID String False

The identifier for a specific annotation within the document, used to track and reference annotations related to the record.

CData Cloud

LotCatalog

Catalog of lot numbers available for sampling, shipment, or order purposes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for each record in the system. This serves as the primary key for referencing and managing individual records.

Global ID String True

A globally unique identifier that ensures the record can be identified across different systems and databases, preventing conflicts.

Link String False

The URL or path that points to an external resource associated with the record, enabling easy access to related content or documentation.

Lot # String False

The identifier or number assigned to the lot, often used for tracking batches of items or materials in the system.

Status String False

The current state of the record, such as 'active', 'inactive', 'pending', or 'completed', reflecting its progress or lifecycle stage.

Created By String True

The name or identifier of the user who initially created the record, providing accountability for its creation.

Created Date Datetime True

The timestamp that records when the record was first created, helping track the record's inception date and data entry.

Last Modified By String True

The name or identifier of the user who most recently modified the record, offering accountability for updates or changes.

Last Modified Date Datetime True

The timestamp indicating the most recent modification to the record, tracking changes over time and ensuring data is up-to-date.

Active Bool False

A flag indicating whether the record is active or inactive. If 'true', the record is currently in use; if 'false', it is archived or inactive.

Expiration Date Date False

The date on which the record, product, or lot expires, helping to manage lifecycle and compliance with shelf-life requirements.

Item Id String False

A unique identifier for the item associated with the record. This links the record to a specific product or material in the inventory.

Lot Catalog External Id String False

An external identifier for the lot catalog, often used for integration with other systems or databases to track lots and batches.

Sample Description String False

A brief description of the sample associated with the lot or product, providing context about the sample's properties or characteristics.

Suppress Lot Bool False

A flag that determines whether the lot should be suppressed or excluded from certain processes, such as reporting or visibility in the catalog.

U/M String False

The unit of measure (UOM) for the lot or item, specifying the standard measurement unit, such as kilograms, liters, or pieces.

Product String False

The name or identifier of the product associated with the record. This links the lot or item to a specific product in the catalog or inventory.

Owner String False

The identifier or name of the person or entity responsible for the record, helping to track ownership and accountability for the lot or item.

Legacy CRM Id String False

An identifier from a legacy Customer Relationship Management (CRM) system, used for linking historical data with the current system.

Sample String False

The identifier or name of the sample associated with the lot, often used to track specific units or portions of material for testing or analysis.

CData Cloud

ManualTerritoryAlignmentHistories

Tracks manual updates to sales territory alignments for auditing and historical reference.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the record, serving as the primary key to reference and manage the data associated with manual territory alignment history.

Manual Territory Alignment History Type String True

The type of object or entity being described in the record, such as 'territory', 'region', or other relevant categorization for territory alignment.

Global ID String True

A globally unique identifier for the record, ensuring it can be recognized and tracked across different systems or databases.

Link String False

A URL or path linking to additional resources or documentation related to the record, facilitating easy access to external or supporting content.

Manual Territory Alignment History Name String True

The name given to the manual territory alignment history, typically representing the alignment event or a specific change in territory configuration.

Status String False

The current status of the record, indicating its state (for example, 'active', 'completed', or 'pending') to reflect the progress or lifecycle stage of the alignment history.

Created By String True

The name or identifier of the user who created the record, offering accountability for the creation of territory alignment history entries.

Created Date Datetime True

The timestamp when the record was initially created, providing a historical reference for when the territory alignment history was added to the system.

Last Modified By String True

The name or identifier of the user who last modified the record, helping to track updates or revisions to the territory alignment data.

Last Modified Date Datetime True

The timestamp indicating the most recent modification to the record, allowing users to track the last change and ensuring data is current.

New Territories String False

A list or description of the new territories involved in the manual alignment, detailing where territory changes have been implemented.

Platform String False

The platform or system where the territory alignment history is being tracked or managed, indicating whether it pertains to a particular application or database.

Previous Territories String False

A list or description of the previous territories before the alignment, providing a reference to the territories that have been adjusted or reassigned.

Source String False

The source from which the manual territory alignment data originated, such as an external system, report, or manual entry, which helps identify the origin of the record.

Legacy CRM Id String False

An identifier from a legacy Customer Relationship Management (CRM) system, linking the historical data with the current system for consistency and continuity in tracking.

Account String False

The account associated with the territory alignment, potentially linking the record to a specific business account or customer for contextual relevance.

User String False

The user associated with the territory alignment history, identifying the individual or team responsible for the changes or modifications to the territory assignments.

Owner String False

The name or identifier of the person or team responsible for managing the record, ensuring accountability for the territory alignment history within the system.

CData Cloud

MatchTextVariations

Handles variations in matching logic or terminology to support flexible search and analytics.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier assigned to the record, serving as the primary key for referencing and managing the data related to the specific lifecycle event or entity.

Global ID String True

A globally unique identifier used to track the record across various systems or databases, ensuring consistency and traceability of the record.

Link String False

A URL or path that provides direct access to external resources or documentation related to the record, enabling easy reference and further information.

Name String True

The name or title associated with the record, typically representing a specific event, object, or lifecycle entity, helping to easily identify it within the system.

Status String True

The current status of the record, reflecting its stage in the process or workflow, such as 'active', 'completed', or 'in progress'.

Created By String True

The name or identifier of the user who initially created the record, providing accountability and tracking the person responsible for the record's creation.

Created Date Datetime True

The timestamp indicating when the record was first created, allowing users to track the historical context and timeline of the record.

Last Modified By String True

The name or identifier of the user who last modified the record, ensuring visibility of changes and the individual responsible for the update.

Last Modified Date Datetime True

The timestamp indicating when the record was last modified, helping users determine the recency of the record and its data.

Lifecycle String True

The overall lifecycle status of the record, indicating the phase or progression in the system, such as 'draft', 'approved', or 'archived'.

Lifecycle State String True

The specific state of the lifecycle the record is currently in, providing a more granular indication of the record's status within its lifecycle (for example, 'in review' or 'finalized').

Lifecycle State Stage ID String True

An identifier that specifies the particular stage of the lifecycle the record is in, offering a unique reference to track the record's progress through the stages.

Lifecycle Stage String True

The name or description of the lifecycle stage that the record is in, providing a clear understanding of the current phase in the lifecycle process (for example, 'initial' or 'final approval').

Claim String False

A keyword or identifier related to the record that represents a claim or important topic associated with the lifecycle stage, used for categorization or tagging purposes.

Match Text String False

Text associated with the record that indicates a match, usually for searching or tagging purposes, which can be used to associate records based on specific criteria or keywords.

CData Cloud

MaterialOrderLineItems

Represents individual items within a broader material order, including quantity and product details.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the record in the system. It acts as the primary key used for referencing, linking, and querying related data across tables.

Global ID String True

A globally unique identifier assigned to the record, ensuring its identification remains consistent across different systems or databases.

Link String False

The URL or hyperlink associated with the record, providing a direct reference to its location or related resource within the system.

Line Item ID String True

The unique identifier for the line item associated with this record. It is used to track individual items within an order or inventory.

Status String False

The current state or condition of the record, such as 'active', 'inactive', 'completed', or 'pending', reflecting the progress or status within a process.

Created By String True

The identifier or name of the individual who created the record, helping track accountability and trace who initiated the record in the system.

Created Date Datetime True

The timestamp when the record was created in the system, providing a reference for tracking the record's age and creation time.

Last Modified By String True

The identifier or name of the individual who last modified or updated the record, allowing visibility into who made the most recent changes.

Last Modified Date Datetime True

The timestamp of the last modification to the record, indicating the most recent changes made and providing insight into the timeliness of the record's data.

Quantity Decimal False

The numerical value representing the quantity of items involved in the record, typically used in the context of stock, inventory, or order volume.

Material Order String False

A unique identifier for the material order associated with this record. It links the record to a specific order in the system for inventory or procurement purposes.

Products String False

A list of products associated with the record, typically identifying the items that are part of the transaction or inventory being tracked.

Legacy CRM Id String False

An identifier used in the legacy CRM system, ensuring compatibility and the ability to cross-reference records between the current system and previous CRM databases.

CData Cloud

MaterialOrders

Captures overall information about material orders placed by users or accounts.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the record, used as the primary key for referencing and linking the record across various tables in the system.

Global ID String True

A globally unique identifier that ensures the record can be consistently identified across different systems and platforms.

Link String False

The URL or hyperlink associated with the record, providing a direct path to the resource or related entity within the system.

Material Order Name String True

The name of the material order, which provides a descriptive reference to the order within the system. It may include details such as order type or purpose.

Status String False

The current status of the material order, such as 'active', 'closed', 'pending', or 'completed', reflecting its stage in the processing lifecycle.

Created By String True

The identifier or name of the individual or system that created the record, allowing traceability and accountability for record creation.

Created Date Datetime True

The timestamp when the material order was created in the system, helping track the age and creation timeline of the record.

Last Modified By String True

The identifier or name of the individual who last modified or updated the record, ensuring transparency and accountability for changes.

Last Modified Date Datetime True

The timestamp when the material order was last modified, indicating the most recent update or change to the record.

Date Date False

The date associated with the material order, often used for scheduling, processing, or tracking order-related activities within a specified timeframe.

Owner String False

The identifier or name of the individual or entity that owns or is responsible for the material order, ensuring proper management and accountability.

Legacy CRM Id String False

An identifier used in the previous CRM system, enabling compatibility and cross-referencing of records between the legacy CRM and the current system.

CData Cloud

MCCycleChannels

Defines channels (email, in-person, etc.) used within multichannel cycle plans.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the record, serving as the primary key for referencing and linking this entry within the system.

MC Cycle Channel Type String True

The type or category of the cycle channel, which defines its classification within the system, such as a specific marketing or communication cycle.

Global ID String True

A globally unique identifier used for consistent identification of the record across multiple systems and platforms.

Link String False

The URL or hyperlink associated with the cycle channel, providing direct access to the resource or related entity within the system.

Cycle Channel String True

The name of the cycle channel, which identifies the specific channel used for the cycle, such as an advertising, sales, or communication channel.

Status String False

The current status of the cycle channel, indicating whether the channel is active, inactive, under review, or completed.

Created By String True

The identifier or name of the individual or system that created the cycle channel record, providing accountability and traceability for record creation.

Created Date Datetime True

The timestamp when the cycle channel was created in the system, helping to track the lifecycle and age of the record.

Last Modified By String True

The identifier or name of the individual who last modified or updated the cycle channel record, ensuring transparency in changes.

Last Modified Date Datetime True

The timestamp when the cycle channel record was last modified, reflecting the most recent update or change.

Channel Criteria String False

The criteria or conditions associated with the cycle channel, often defining the parameters or target audience for the channel's activities.

Channel Label String False

A descriptive label or name for the cycle channel, providing a user-friendly reference to identify the channel within the system.

Channel Object String False

The specific object or entity that the cycle channel is associated with, such as a campaign, project, or other related entity.

Weight Double False

The weight or importance of the cycle channel, typically used for prioritization or allocation of resources based on its assigned value.

External ID String False

An identifier used in external systems to reference this cycle channel, allowing for cross-system integration and data consistency.

Master Align Id String False

The identifier of the master alignment record to which this cycle channel is related, helping to maintain consistent alignment across multiple cycles.

Veeva External ID String False

A unique identifier used in the Veeva Vault system to reference this cycle channel, facilitating integration with Veeva-related systems.

Cycle String False

The cycle associated with this channel, often describing a specific period or phase in a campaign or marketing effort.

Legacy CRM Id String False

An identifier used in the previous CRM system, enabling compatibility and cross-referencing of cycle channels between the legacy CRM and the current system.

CData Cloud

MCCyclePlanChannels

Represents the linkage between multichannel cycle plans and communication channels.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the record, which serves as the primary key to reference this cycle plan channel in the system.

MC Cycle Plan Channel Type String True

The classification or type of the marketing communication (MC) cycle plan channel, specifying the category or nature of the channel used in the marketing cycle.

Global ID String True

A globally unique identifier used for the consistent identification of the cycle plan channel across various systems and platforms.

Link String False

A URL or hyperlink associated with the cycle plan channel, which provides direct access to additional details or resources related to the channel.

Cycle Plan Channel String True

The name of the cycle plan channel, used to identify and reference the specific channel in the cycle plan, such as a digital channel or direct mail.

Status String False

The current status of the cycle plan channel, indicating whether the channel is active, inactive, or in another phase of its lifecycle.

Created By String True

The identifier or name of the individual or system that created the cycle plan channel record, providing traceability for record creation.

Created Date Datetime True

The timestamp when the cycle plan channel record was created, allowing users to track the lifecycle and age of the record.

Last Modified By String True

The identifier or name of the individual who last modified or updated the cycle plan channel record, ensuring accountability for changes.

Last Modified Date Datetime True

The timestamp of the most recent modification made to the cycle plan channel record, reflecting the latest update to the data.

Activity Goal Edit Decimal False

The updated or adjusted activity goal for the cycle plan channel, reflecting any changes made to the originally set target or objective.

Channel Activity Actual Decimal False

The actual amount of activity carried out within the cycle plan channel, providing a real-time measurement of performance.

Channel Activity Goal Decimal False

The target or goal set for the amount of activity to be carried out within the cycle plan channel, used for performance comparison.

Channel Activity Max Decimal False

The maximum allowable or expected activity for the channel, setting an upper limit for the activity target.

Channel Activity Remaining Decimal False

The remaining amount of activity required to meet the set goal or target for the cycle plan channel.

Channel Attainment Double False

The percentage of the goal achieved for the channel activity, calculated by comparing actual activity with the set goal.

Channel Interactions Actual Double False

The actual number of interactions (for example, clicks or responses) occurring within the cycle plan channel, representing user engagement.

Channel Interactions Earned Double False

The number of interactions earned through the cycle plan channel, indicating how well the channel met its interaction objectives.

Channel Interactions Goal Double False

The target number of interactions set for the cycle plan channel, used to evaluate the effectiveness of the channel's reach.

Channel Status String False

The operational status of the cycle plan channel, indicating whether the channel is running smoothly, paused, or has issues.

External ID String False

An identifier from an external system that is used to reference the cycle plan channel, facilitating cross-system data integration.

Channel Last Activity Date Date False

The date of the most recent activity within the cycle plan channel, providing insights into when the channel was last active.

Channel Last Activity Datetime Datetime False

The exact timestamp of the most recent activity within the cycle plan channel, providing precise tracking of the channel's activity.

Last Calculated Datetime False

The timestamp when the cycle plan channel data was last calculated or updated, providing a reference for when performance metrics were last reviewed.

Master Align Id String False

The identifier linking this cycle plan channel to a master alignment record, ensuring consistency across related marketing efforts.

Product Attainment Double False

The percentage of the product-related goal achieved within the cycle plan channel, used to track product-specific objectives.

Product Interactions Earned Double False

The number of product-related interactions earned through the cycle plan channel, indicating the success of product-specific goals.

Product Interactions Goal Double False

The target number of product-related interactions set for the cycle plan channel, used to assess product engagement effectiveness.

Product Status String False

The status of the product within the cycle plan channel, indicating whether it is active, inactive, or in another phase of the marketing cycle.

Team Activity Goal Edit Decimal False

The updated activity goal set for the team managing the cycle plan channel, reflecting any changes made to the original targets.

Team Channel Activity Actual Decimal False

The actual amount of activity carried out by the team within the cycle plan channel, representing the team's performance.

Team Channel Activity Goal Decimal False

The target activity goal set for the team, used to measure how well the team is performing within the cycle plan channel.

Team Channel Activity Max Decimal False

The maximum allowable or expected activity for the team within the cycle plan channel, setting a limit for team performance.

Team Channel Activity Remaining Decimal False

The remaining activity required for the team to reach the target set for the cycle plan channel.

Team Channel Attainment Double False

The percentage of the team's activity goal achieved within the cycle plan channel, indicating the team's progress towards its objectives.

Team Channel Interactions Actual Double False

The actual number of interactions achieved by the team within the cycle plan channel, reflecting the team's ability to engage users.

Team Channel Interactions Earned Double False

The number of interactions earned by the team within the cycle plan channel, showing how well the team met interaction objectives.

Team Channel Interactions Goal Double False

The target number of interactions set for the team within the cycle plan channel, used to evaluate the team's success in engaging users.

Team Channel Status String False

The status of the team within the cycle plan channel, indicating whether the team is active, inactive, or experiencing challenges.

Team Channel Last Activity Date Date False

The date of the most recent activity performed by the team within the cycle plan channel, indicating when the team last engaged with the channel.

Team Channel Last Activity Datetime Datetime False

The exact timestamp of the most recent activity by the team within the cycle plan channel, providing precise tracking.

Team Product Attainment Double False

The percentage of the product-related goal achieved by the team within the cycle plan channel, reflecting the team's product-specific success.

Team Product Interactions Earned Double False

The number of product-related interactions earned by the team within the cycle plan channel, indicating the team's product engagement.

Team Product Interactions Goal Double False

The target number of product-related interactions set for the team, used to evaluate the team's effectiveness in promoting the product.

Team Product Status String False

The status of the product managed by the team within the cycle plan channel, showing whether the product is active or in another state.

Veeva External ID String False

A unique identifier used in the Veeva Vault system to reference this cycle plan channel, enabling integration with Veeva-related platforms.

Controlling MC Cycle String False

The identifier for the controlling marketing communication cycle to which this channel belongs, ensuring alignment with the broader MC strategy.

Cycle Channel String False

The specific marketing cycle channel used in the cycle plan, representing the method or medium through which the campaign is executed.

Cycle Plan Target String False

The target goal or audience for the cycle plan, defining the objectives or the group intended to be impacted by the cycle plan activities.

Channel String True

The specific communication or marketing channel used for the cycle plan, such as email, digital advertising, or other outreach methods.

Cycle Plan String True

The overall cycle plan to which this channel belongs, representing the entire strategy or campaign being implemented.

Legacy CRM Id String False

An identifier used in the legacy CRM system to reference this cycle plan channel, ensuring compatibility and data consistency during migration or integration.

MC Cycle Plan String True

The identifier for the marketing communication (MC) cycle plan to which this cycle plan channel belongs, linking it to the broader MC strategy.

Channel Last Activity Date2 Date False

The second recorded date for the last activity in the cycle plan channel, used for tracking purposes in different stages or variations.

Team Channel Last Activity Date2 Date False

The second recorded date for the last activity performed by the team within the cycle plan channel, providing an additional tracking point.

CData Cloud

MCCyclePlanProducts

Associates specific products with a multichannel cycle plan for targeting and tracking.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the record, which serves as the primary key to reference this cycle plan product in the system.

MC Cycle Plan Product Type String True

The classification or type of the marketing communication (MC) cycle plan product, specifying the category or nature of the product involved in the cycle.

Global ID String True

A globally unique identifier used for the consistent identification of the cycle plan product across various systems and platforms.

Link String False

A URL or hyperlink associated with the cycle plan product, providing direct access to additional details or resources related to the product.

Cycle Plan Product String True

The name of the cycle plan product, used to identify and reference the specific product involved in the marketing cycle plan.

Status String False

The current status of the cycle plan product, indicating whether the product is active, inactive, or in another phase of its lifecycle.

Created By String True

The identifier or name of the individual or system that created the cycle plan product record, providing traceability for record creation.

Created Date Datetime True

The timestamp when the cycle plan product record was created, allowing users to track the lifecycle and age of the record.

Last Modified By String True

The identifier or name of the individual who last modified or updated the cycle plan product record, ensuring accountability for changes.

Last Modified Date Datetime True

The timestamp of the most recent modification made to the cycle plan product record, reflecting the latest update to the data.

Activity Goal Edit Decimal False

The updated or adjusted activity goal for the cycle plan product, reflecting any changes made to the originally set target or objective.

Detail Priority Decimal False

The priority level assigned to the product in the cycle plan, determining the product's importance or order of focus during the campaign.

External ID String False

An identifier from an external system that is used to reference the cycle plan product, facilitating cross-system data integration.

Product Last Activity Date Date False

The date of the most recent activity related to the product in the cycle plan, providing insights into when the product was last engaged.

Product Last Activity Datetime Datetime False

The exact timestamp of the most recent activity related to the product in the cycle plan, providing precise tracking of the product's engagement.

Last Calculated Datetime False

The timestamp when the cycle plan product data was last calculated or updated, providing a reference for when performance metrics were last reviewed.

Master Align Id String False

The identifier linking this cycle plan product to a master alignment record, ensuring consistency across related marketing efforts.

Product Activity Goal Decimal False

The target activity goal set for the cycle plan product, used to measure how much activity is required to achieve the product's objectives.

Product Activity Max Decimal False

The maximum allowable or expected activity for the cycle plan product, setting an upper limit for the activity goal.

Product Activity Remaining Decimal False

The remaining amount of activity required to meet the set goal or target for the product in the cycle plan.

Product Activity Actual Decimal False

The actual amount of activity carried out for the product in the cycle plan, providing a real-time measurement of progress.

Product Attainment Double False

The percentage of the activity goal achieved for the cycle plan product, calculated by comparing actual activity with the set goal.

Product Interactions Actual Double False

The actual number of interactions (for example, clicks or responses) that have occurred for the product in the cycle plan, representing user engagement.

Product Interactions Earned Double False

The number of interactions earned through the cycle plan product, indicating how well the product met its interaction objectives.

Product Interactions Goal Double False

The target number of interactions set for the product in the cycle plan, used to evaluate its effectiveness in reaching users.

Product Status String False

The status of the cycle plan product, indicating whether it is active, inactive, or in another phase of the campaign.

Team Activity Goal Edit Decimal False

The updated activity goal set for the team managing the cycle plan product, reflecting any changes made to the original targets.

Team Product Last Activity Date Date False

The date of the most recent activity performed by the team for the product within the cycle plan, showing the latest team engagement.

Team Product Last Activity Datetime Datetime False

The exact timestamp of the most recent activity by the team for the product in the cycle plan, providing precise tracking.

Team Product Activity Goal Decimal False

The target activity goal set for the team, used to measure how much activity the team needs to complete for the product in the cycle plan.

Team Product Activity Max Decimal False

The maximum allowable or expected activity for the team regarding the product in the cycle plan, setting a limit for team performance.

Team Product Activity Remaining Decimal False

The remaining activity required for the team to reach the target set for the product in the cycle plan.

Team Product Actual Activity Decimal False

The actual amount of activity performed by the team for the product in the cycle plan, representing the team's performance.

Team Product Attainment Double False

The percentage of the team's activity goal achieved within the cycle plan product, indicating the team's progress towards its objectives.

Team Product Interactions Actual Double False

The actual number of interactions achieved by the team for the product in the cycle plan, reflecting the team's ability to engage users.

Team Product Interactions Earned Double False

The number of interactions earned by the team for the product in the cycle plan, showing how well the team met interaction objectives.

Team Product Interactions Goal Double False

The target number of interactions set for the team for the product in the cycle plan, used to evaluate team performance.

Team Product Status String False

The status of the product managed by the team in the cycle plan, indicating whether the product is active, inactive, or experiencing issues.

Veeva External ID String False

A unique identifier used in the Veeva Vault system to reference this cycle plan product, enabling integration with Veeva-related platforms.

Channel String True

The specific communication or marketing channel used for the cycle plan product, such as email, digital advertising, or other outreach methods.

Cycle Plan String True

The overall cycle plan to which this product belongs, representing the entire strategy or campaign being implemented.

Detail Group String True

The group or category to which the cycle plan product belongs, used to organize and categorize different products within the marketing cycle.

Product String True

The specific product involved in the cycle plan, representing the product being marketed and tracked within the cycle.

Controlling MC Cycle Plan String False

The identifier for the controlling the MC cycle plan to which this product belongs, ensuring alignment with the broader MC strategy.

Cycle Plan Target String False

The target goal or audience for the cycle plan product, defining the objectives or the group intended to be impacted by the cycle plan activities.

Cycle Plan Channel String False

The specific marketing channel used for the cycle plan product, representing the method or medium through which the campaign is executed.

Legacy CRM Id String False

An identifier from the legacy CRM system that is used to reference this cycle plan product, ensuring compatibility and data consistency during migration or integration.

Controlling MC Cycle String False

The identifier for the controlling the MC cycle to which this product belongs, ensuring that the cycle aligns with the broader strategy.

Controlling MC Cycle Channel String False

The identifier for the controlling the MC cycle channel associated with this product, ensuring synchronization of marketing efforts across different channels.

Cycle Product String False

The specific product involved in the cycle, representing the item or service being marketed within the cycle plan.

Product Last Activity Date2 Date False

The second recorded date for the last activity related to the product in the cycle plan, providing an additional tracking point for product engagement.

Team Product Last Activity Date2 Date False

The second recorded date for the last activity performed by the team for the product in the cycle plan, offering an additional tracking reference for team performance.

CData Cloud

MCCyclePlans

Defines a coordinated multichannel engagement plan for a specific period or campaign.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the cycle plan record, used as the primary key in the database to reference and retrieve the cycle plan.

MC Cycle Plan Type String True

The type of the marketing communication (MC) cycle plan, indicating the classification or category of the campaign or strategy.

Global ID String True

A globally unique identifier used to consistently identify this cycle plan product across different systems and platforms.

Link String False

A URL or hyperlink pointing to an external resource or document related to the cycle plan, such as a webpage or file repository.

Cycle Plan Name String False

The name or title of the cycle plan, used to uniquely identify and reference the specific marketing campaign or cycle in the system.

Status String False

The current status of the cycle plan, indicating whether it is active, completed, in progress, or in any other stage of its lifecycle.

Created By String True

The name or identifier of the person or system that created the cycle plan record, providing accountability for the record creation.

Created Date Datetime True

The timestamp indicating when the cycle plan was created, useful for tracking the age and lifecycle of the plan.

Last Modified By String True

The name or identifier of the individual or system that last modified the cycle plan record, ensuring traceability of changes.

Last Modified Date Datetime True

The timestamp of the most recent modification made to the cycle plan, reflecting the last update to the data.

Channel Interaction Attainment Double False

The percentage or measure of how much of the target channel interaction goal has been achieved in the cycle plan.

Channel Interaction Status String False

The current status of the channel interactions, such as completed, in progress, or pending, to track the interaction process.

Channel Interactions Earned Double False

The number of interactions earned or completed in the cycle plan across the specified channels, showing engagement.

Channel Interactions Goal Double False

The target number of interactions to be achieved across channels in the cycle plan, used to measure campaign success.

Days Remaining Decimal False

The number of days remaining in the cycle plan, indicating how much time is left to complete the planned activities.

Days Total Decimal False

The total number of days allocated for the cycle plan, representing the full duration from start to end.

Description String False

A detailed description of the cycle plan, including its objectives, strategies, and key components for reference.

External ID String False

An identifier from an external system used to track the cycle plan, facilitating integration with other platforms or databases.

Goal Edit Status String False

The status of any edits or adjustments made to the cycle plan's goals, such as whether they have been updated or finalized.

Last Calculated Datetime False

The timestamp when the cycle plan data or performance metrics were last calculated or reviewed, reflecting the latest update.

Lock Bool False

A flag indicating whether the cycle plan record is locked to prevent further changes or edits, ensuring data integrity.

Master Align Id String False

An identifier linking this cycle plan to a master alignment record, ensuring synchronization and consistency across related marketing strategies.

% Cycle Completed Double False

The percentage of the cycle plan that has been completed, calculated based on progress towards goals and activities.

Product Interaction Attainment Double False

The percentage of the product interaction goal achieved within the cycle plan, measuring how well the product engagement goals are met.

Product Interaction Status String False

The current status of the product interactions in the cycle plan, showing whether the interactions are on track, delayed, or completed.

Product Interactions Earned Double False

The total number of product interactions earned in the cycle plan, providing a measure of product engagement and activity.

Product Interactions Goal Double False

The target number of product interactions set for the cycle plan, used to assess the effectiveness of product engagement strategies.

MC Cycle Plan Status String False

The status of the entire marketing communication cycle plan, indicating its overall progress or completion.

Team Channel Attainment Double False

The percentage of the channel interaction goal achieved by the team in the cycle plan, reflecting team performance on channel activities.

Team Channel Interactions Earned Double False

The number of interactions earned by the team through their activities across the specified channels in the cycle plan.

Team Channel Interactions Goal Double False

The target number of interactions set for the team in the cycle plan, used to assess team performance in achieving channel interaction goals.

Team Channel Status String False

The current status of the team's work on channel interactions within the cycle plan, such as in progress or completed.

Team Product Attainment Double False

The percentage of the product interaction goal achieved by the team within the cycle plan, measuring team success in reaching product engagement targets.

Team Product Interactions Earned Double False

The number of product interactions earned by the team during the cycle plan, providing a measure of the team's engagement with the product.

Team Product Interactions Goal Double False

The target number of product interactions set for the team, used to track progress toward team product engagement objectives.

Team Product Status String False

The status of the product within the team's activities in the cycle plan, indicating if the product's goals are on track or facing challenges.

Territory String False

The geographical or market territory that the cycle plan targets, used to define the region or audience for the marketing activities.

Veeva External ID String False

An identifier from the Veeva Vault system, used to uniquely reference this cycle plan product in the Veeva ecosystem.

Cycle String False

The specific cycle or iteration of the marketing communication plan, representing one instance of the larger campaign strategy.

Owner String False

The identifier of the individual or team responsible for managing and overseeing the cycle plan, ensuring accountability.

End Date Date True

The date when the cycle plan is scheduled to end, indicating the planned conclusion of activities and objectives.

Start Date Date True

The date when the cycle plan is scheduled to start, marking the beginning of the campaign or strategy timeline.

Legacy CRM Id String False

An identifier from a legacy CRM system that was used to reference the cycle plan product, ensuring continuity during system transitions.

CData Cloud

MCCyclePlanSummaries

Stores performance summaries and metrics for multichannel cycle plans.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the cycle plan summary record, serving as the primary key for referencing this specific record in the database.

MC Cycle Plan Summary Type String True

The type or category of the marketing communication (MC) cycle plan summary, indicating its classification within the marketing campaign structure.

Global ID String True

A globally unique identifier used to consistently reference this cycle plan summary across multiple systems, ensuring integration and consistency.

Link String False

A URL or hyperlink pointing to an external document, resource, or reference related to this cycle plan summary, facilitating easy access to more information.

Cycle Plan Summary String True

The name or title of the cycle plan summary, providing a clear identifier for this summary record within the marketing system.

Status String False

The current status of the cycle plan summary, indicating whether it is active, completed, in progress, or in any other stage of the lifecycle.

Created By String True

The individual or system that created this cycle plan summary record, providing accountability for the creation of the data.

Created Date Datetime True

The timestamp when the cycle plan summary was created, used for tracking the creation timeline and age of the record.

Last Modified By String True

The individual or system that last modified the cycle plan summary record, allowing traceability of changes and updates.

Last Modified Date Datetime True

The timestamp indicating the most recent modification made to this cycle plan summary, reflecting the last update to the data.

Attainment Double False

The percentage of the overall goal achieved in this cycle plan summary, indicating the level of success or progress towards meeting campaign objectives.

Interactions Earned Double False

The total number of interactions earned or completed across all channels in this cycle plan summary, showing the level of engagement achieved.

Interactions Goal Double False

The target number of interactions set for the cycle plan summary, used to measure campaign performance and success against expectations.

Last Calculated Datetime False

The timestamp of when the cycle plan summary's metrics and data were last calculated or reviewed, ensuring the most recent data is being used.

% of All Goals Double False

The percentage of the total goals achieved across all objectives within the cycle plan summary, providing an overall measure of success.

MC Cycle Plan Summary Status String False

The status of the cycle plan summary, indicating whether the overall plan summary is completed, in progress, or any other relevant status.

Team Attainment Double False

The percentage of the team's attainment of the specified goals within the cycle plan summary, providing a measure of team performance.

Team Interactions Earned Double False

The total number of interactions earned by the team in the cycle plan summary, reflecting the team's engagement and contribution to the overall campaign.

Team Interactions Goal Double False

The target number of interactions that the team is expected to achieve within the cycle plan summary, used to evaluate team performance.

Team Status String False

The current status of the team's work in the cycle plan summary, indicating whether they are on track, delayed, or completed.

Veeva External ID String False

A unique identifier from the Veeva Vault system, linking this cycle plan summary to its corresponding record in the Veeva platform.

Controlling MC Cycle String False

The identifier of the controlling marketing communication cycle, linking this cycle plan summary to its parent cycle plan, ensuring alignment with the broader strategy.

Channel String False

The specific marketing channel associated with this cycle plan summary, indicating where the interactions and goals are being tracked (for example, email or social media).

Cycle Plan String False

The name or identifier of the cycle plan to which this summary belongs, providing context for this summary within the broader marketing strategy.

Detail Group String False

The grouping or category of the details in this cycle plan summary, which may refer to different segments, regions, or types of activities being tracked.

Product String False

The product associated with this cycle plan summary, indicating the specific product being marketed and the performance metrics related to it.

Summary For String True

Indicates for whom or for what the cycle plan summary was created (for example, team, region, or product), helping define the scope and focus of the summary.

Legacy CRM Id String False

An identifier from a legacy CRM system, used to reference this cycle plan summary in earlier CRM systems before migration to the current platform.

CData Cloud

MCCyclePlanTargets

Details the accounts or individuals targeted in a multichannel cycle plan.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the cycle plan target record, serving as the primary key for this specific entry within the system.

MC Cycle Plan Target Type String True

The classification or type of the marketing communication (MC) cycle plan target, which helps categorize the type of target (for example, channel, product, or region).

Global ID String True

A globally unique identifier for the cycle plan target, ensuring consistency and integration across multiple systems.

Link String False

A URL or hyperlink related to the cycle plan target, providing access to external resources or documentation tied to this target.

Cycle Plan Target String True

The name or title of the cycle plan target, providing an easily identifiable label for this target within the cycle plan structure.

Status String False

The current status of the cycle plan target, such as active, completed, or pending, reflecting its lifecycle within the campaign.

Created By String True

The individual or system that created this cycle plan target record, ensuring accountability and traceability.

Created Date Datetime True

The timestamp when the cycle plan target was created, used for tracking the creation timeline of the record.

Last Modified By String True

The individual or system that last modified this cycle plan target record, providing transparency regarding recent changes.

Last Modified Date Datetime True

The timestamp when the cycle plan target was last modified, ensuring the most recent changes are recorded.

Channel Attainment Double False

The percentage of the channel's goal that has been achieved, indicating the channel's progress in meeting its target.

Channel Interactions Actual Double False

The actual number of interactions completed within the cycle plan target, representing real engagement levels in the specified channel.

Channel Interactions Earned Double False

The number of interactions that have been earned based on activities or engagement in the campaign, reflecting success in reaching target milestones.

Channel Interactions Goal Double False

The target number of interactions set for the channel, used to measure performance and success against the expected engagement.

Channel Interactions Max Double False

The maximum number of interactions allowed or expected within the channel, indicating the upper limit of achievable interactions.

Channel Interactions Remaining Double False

The number of interactions still needed to reach the target goal within the channel, showing how many more interactions are required.

Channel Status String False

The current status of the channel's activities, such as active, completed, or in progress, showing the operational state of the marketing effort.

External ID String False

An external identifier linked to the cycle plan target, typically used for integration with external systems or referencing in other platforms.

Goals Edited Bool False

A boolean flag indicating whether the goals for the cycle plan target have been edited or updated after the initial creation.

Last Calculated Datetime False

The timestamp of the last time the cycle plan target's metrics and performance data were calculated or reviewed.

Master Align Id String False

An identifier linking the cycle plan target to its master align plan, ensuring it is aligned with the overarching marketing strategy.

Product Attainment Double False

The percentage of the product's goal achieved within the cycle plan target, indicating how well the product-specific objectives are being met.

Product Interactions Earned Double False

The number of interactions earned for the product, reflecting product-specific engagement and how it has contributed to the overall cycle plan target.

Product Interactions Goal Double False

The target number of interactions set for the product, used to evaluate its performance in meeting the engagement expectations.

Product Status String False

The current status of the product within the cycle plan target, such as active, completed, or on hold, reflecting its progress.

MC Cycle Plan Target Status String False

The status of the cycle plan target, showing whether it is active, completed, delayed, or in another stage of the cycle plan's lifecycle.

Team Channel Attainment Double False

The percentage of the team's channel goal that has been achieved, indicating the team's performance in reaching their targets.

Team Channel Interactions Actual Double False

The actual number of interactions completed by the team within the channel, reflecting their engagement efforts in the campaign.

Team Channel Interactions Earned Double False

The number of interactions earned by the team, showing their contribution to reaching the target in the marketing campaign.

Team Channel Interactions Goal Double False

The target number of interactions set for the team within the channel, used to measure their success in achieving the set goals.

Team Channel Interactions Max Double False

The maximum possible interactions allowed for the team within the channel, representing the highest achievable interactions.

Team Channel Interactions Remaining Double False

The number of interactions still required for the team to meet their goal within the channel, indicating the remaining effort needed.

Team Channel Status String False

The current status of the team's channel activities, such as active, completed, or paused, reflecting their current state in the campaign.

Team Product Attainment Double False

The percentage of the product goal achieved by the team, indicating how successfully the team is meeting their product-related targets.

Team Product Interactions Earned Double False

The number of interactions earned by the team for the product, reflecting their engagement and success in the product's campaign.

Team Product Interactions Goal Double False

The target number of interactions set for the product by the team, used to evaluate their success in achieving the product engagement goal.

Team Product Status String False

The current status of the team's product-related activities, such as active, completed, or pending, reflecting their progress in the campaign.

Veeva External ID String False

A unique identifier from the Veeva Vault system that associates this cycle plan target record with corresponding data in the Veeva platform.

Child Account String False

The identifier of the child account related to this cycle plan target, linking it to the account structure for further segmentation.

Cycle Plan String False

The name or identifier of the cycle plan associated with this target, providing context for the target within the broader campaign.

Location String False

The geographic location or market associated with the cycle plan target, helping contextualize the target's goals within specific regions.

Target String False

The specific target of the cycle plan, such as a sales goal or interaction target, providing a clear focus for the marketing efforts.

Furigana String True

The furigana (phonetic reading) associated with the cycle plan target, typically used in Japanese to help with pronunciation and understanding.

Parent Child Name String True

The name of the parent-child relationship for this cycle plan target, typically used in account structures or product hierarchies.

Legacy CRM Id String False

The identifier from the legacy CRM system, used to link the cycle plan target to previous records in older CRM systems before migration.

CData Cloud

MCCycleProducts

Tracks product-specific strategies or deliverables within a multichannel cycle.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the cycle product record, serving as the primary key for this entry within the system.

MC Cycle Product Type String True

The classification or type of the marketing communication (MC) cycle product, helping categorize it (for example, sales, promotion, or distribution product).

Global ID String True

A globally unique identifier for the cycle product, ensuring its integration across multiple systems and consistency across data sources.

Link String False

A URL or hyperlink related to the cycle product, which may point to additional documentation, external resources, or product-related websites.

Cycle Product String True

The name or title of the cycle product, providing an easily identifiable label for the product within the context of the cycle plan.

Status String False

The current status of the cycle product, such as active, completed, or on hold, reflecting its progress and lifecycle within the campaign.

Created By String True

The individual or system that created the cycle product record, ensuring accountability and providing a traceable history.

Created Date Datetime True

The timestamp when the cycle product was created, used for tracking the creation timeline and lifecycle events.

Last Modified By String True

The individual or system that last modified the cycle product record, ensuring transparency in changes made to the product's data.

Last Modified Date Datetime True

The timestamp of the last modification made to the cycle product record, providing an audit trail for updates.

Applicable Product Metrics String False

The metrics associated with the cycle product, indicating the key performance indicators (KPIs) relevant to measuring success for this product within the cycle.

External ID String False

An identifier that links the cycle product to an external system or database, ensuring compatibility with third-party applications or platforms.

Master Align Id String False

An identifier linking the cycle product to its master alignment plan, ensuring that it is aligned with the overarching marketing and business strategies.

Weight Double False

The weight of the product within the context of the cycle plan, typically used for resource allocation or prioritization in the cycle's execution.

Veeva External ID String False

A unique identifier from the Veeva Vault system that associates this cycle product record with corresponding data in the Veeva platform.

Channel String False

The marketing channel associated with the cycle product, such as digital, print, or in-store, indicating where the product's marketing efforts are targeted.

Detail Group String False

The group or category that the cycle product belongs to, providing further segmentation for reporting and analysis within the campaign.

Product String False

The specific product being tracked in the cycle plan, representing the product's identity or SKU that is included in the marketing cycle.

Channel Label String True

A label or tag for the marketing channel, used for categorizing or grouping cycle products by their associated marketing platforms.

Cycle String True

The name or identifier of the cycle plan associated with this product, providing context for its role in the broader campaign strategy.

Legacy CRM Id String False

The identifier from the legacy CRM system, used for linking the cycle product record to previous CRM entries before migration to the current system.

MC Cycle String True

The identifier for the marketing communication cycle that this product is part of, linking the product to its cycle phase in the broader MC campaign.

CData Cloud

MCCycles

Defines the structure and timing of a multichannel campaign or engagement cycle.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the MC cycle record, serving as the primary key within the system to uniquely identify the cycle.

MC Cycle Type String True

The classification or type of the marketing communication (MC) cycle, indicating the nature of the cycle, such as promotional, distribution, or sales-oriented cycle.

Global ID String True

A globally unique identifier for the MC cycle, ensuring consistency across different systems and enabling cross-platform synchronization.

Link String False

A URL or hyperlink related to the MC cycle, which may provide access to related documentation, reports, or external resources pertinent to the cycle.

Cycle Name String False

The name or title of the MC cycle, providing an easily identifiable label for the cycle within the marketing system.

Status String False

The current status of the MC cycle, such as 'Active', 'Completed', or 'Paused', reflecting its progress in the campaign lifecycle.

Created By String True

The individual or system that created the MC cycle record, ensuring accountability for the initial creation of the cycle data.

Created Date Datetime True

The timestamp when the MC cycle was created, used for tracking the cycle's initiation and for audit purposes.

Last Modified By String True

The individual or system that last modified the MC cycle record, ensuring transparency in any changes made to the cycle's data.

Last Modified Date Datetime True

The timestamp of the last modification made to the MC cycle record, providing an audit trail and helping track updates over time.

Activate Edited Goals Bool False

Indicates whether the edited goals for the cycle should be activated, allowing for real-time changes to goals within the cycle.

Calculate Pull Through Bool False

Specifies whether to calculate the 'pull-through' for this cycle, which typically refers to the effectiveness of products moving from distribution to customer.

Description String False

A detailed description of the MC cycle, providing additional context and information about the cycle's objectives and strategies.

End Date Date False

The date when the MC cycle concludes, marking the end of the cycle's activities and the point at which performance is assessed.

External ID String False

An external identifier linking the MC cycle to another system or database, providing compatibility with third-party platforms.

Goal Editing Rules String False

The set of rules governing how goals can be edited within the cycle, providing structure and control over goal modifications.

Master Align Id String False

An identifier linking the MC cycle to a master alignment plan, ensuring that the cycle is in line with the broader organizational or marketing strategy.

Over Reached Threshold Decimal False

The threshold value that defines the point at which performance or results exceed expectations within the cycle, triggering a review or action.

Start Date Date False

The date when the MC cycle begins, indicating the launch of activities and marking the start of measurable performance.

MC Cycle Status String False

The status of the marketing communication cycle, such as 'Planned', 'In Progress', or 'Completed', indicating its current phase in the cycle management process.

Under Reached Threshold Decimal False

The threshold value that defines the point at which performance or results fall short of expectations within the cycle, prompting corrective actions.

Owner String False

The individual or team responsible for managing and overseeing the MC cycle, ensuring accountability for its execution and performance.

Legacy CRM Id String False

The identifier from a legacy CRM system that links the MC cycle record to corresponding entries in older CRM platforms before migration to the current system.

User Country String False

The country of the user associated with the MC cycle, used for regional tracking, compliance, and performance analysis based on geographical data.

CData Cloud

MedicalEvents

Captures information about medical events attended or hosted by users.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the medical event record, serving as the primary key within the system to uniquely identify each event.

Medical Event Type String True

The classification or type of medical event, such as a conference, seminar, or workshop, that describes the nature of the event.

Global ID String True

A globally unique identifier assigned to the medical event, ensuring consistency across different systems and enabling synchronization with external platforms.

Link String False

A URL or hyperlink associated with the medical event, potentially providing access to related documents, registration pages, or external resources.

Event Name String False

The name or title of the medical event, providing an easily recognizable label for participants and organizers.

Status String False

The current status of the medical event, such as 'Scheduled', 'Completed', or 'Postponed', indicating the stage in the event's lifecycle.

Created By String True

The individual or system responsible for creating the medical event record, ensuring accountability for its entry into the system.

Created Date Datetime True

The timestamp when the medical event was created, used for tracking the event's creation and for audit purposes.

Last Modified By String True

The individual or system that last modified the medical event record, ensuring transparency in any changes made to the event's data.

Last Modified Date Datetime True

The timestamp of the last modification made to the medical event record, providing an audit trail and helping track updates over time.

Account Attendee Fields String False

The fields associated with attendees from the account, used to track information about participants related to specific accounts in the system.

Active Bool False

Indicates whether the medical event is currently active, enabling or disabling associated activities based on its status.

Alternate Name String False

An alternative name for the medical event, which may be used for marketing, branding, or event-specific purposes.

CoBrowse Session String False

The identifier for the co-browsing session associated with the medical event, typically used in online collaboration or virtual meetings.

CoBrowse Session Status String False

The current status of the co-browse session, indicating whether the session is ongoing, completed, or inactive.

Presenter URL String False

The URL for the presenter of the co-browsing session, typically linking to a presentation or speaker profile.

Concur Report Name String False

The name of the report generated by the Concur system, typically used for expense reporting or travel tracking associated with the event.

Contact Attendee Fields String False

The fields associated with contact attendees, used to track information about attendees who are contacts for the organization.

Country Name String False

The name of the country where the medical event is held or the country associated with the medical event.

Description String False

A detailed description of the medical event, outlining its objectives, agenda, and key points for attendees and stakeholders.

Disclaimer String False

The legal disclaimer associated with the event, often outlining the terms, conditions, and any risks related to participation.

End Date Date False

The date when the medical event concludes, marking the official end of the event and often used for scheduling follow-up activities.

End Time (Local) String False

The local time at which the event ends, providing a clear indication of the event's conclusion in the relevant time zone.

End Time Datetime False

The exact date and time at which the event ends, recorded in the system to ensure accurate time tracking.

Event Display Name String False

The name of the event displayed in the system interface or user-facing applications, often more user-friendly than the internal event name.

Event Type String False

The type of event, such as 'Symposium', 'Conference', 'Webinar', or 'Workshop', which helps categorize the event for planning and reporting purposes.

Expense Amount Decimal False

The total expense amount associated with the event, typically used for financial reporting or reimbursement purposes.

Expense Amount Corp Decimal True

The corporate portion of the expense amount, indicating the part of the total expense borne by the organization.

Local Currency String False

The currency used for local transactions or financial reporting related to the medical event, ensuring consistency in financial data.

Expense Post Status String False

The status of the expense posting, indicating whether the expense has been submitted, approved, or is pending processing.

Expense System External ID String False

The external identifier linking the medical event to the corresponding entry in the expense management system, facilitating integration and data synchronization.

Failed Expense Bool False

Indicates whether an expense submission related to the event has failed, typically due to issues in processing or validation.

Location String False

The venue or physical location where the medical event is held, providing key logistical information for attendees.

Mobile ID String False

The identifier associated with the mobile platform used for the medical event, linking to a specific app or mobile service.

Non-Prescriber Walk-In Fields String False

The fields used to track walk-in attendees who are not prescribers, helping organize event participation.

Other Walk-In Fields String False

Additional fields for tracking walk-in attendees not covered by other categories, providing more flexibility in participant data collection.

Override Lock Bool False

Indicates whether the event's data lock can be overridden, allowing for manual adjustments or corrections after data has been finalized.

Prescriber Walk-In Fields String False

The fields used to track walk-in attendees who are prescribers, helping organize event participation and compliance.

Sponsor String False

The sponsor of the medical event, which may include pharmaceutical companies, medical organizations, or educational institutions.

Start Date Date False

The date when the medical event begins, indicating the start of activities and marking the beginning of the event's schedule.

Start Time (Local) String False

The local time at which the event starts, providing a clear indication of the event's opening time in the relevant time zone.

Start Time Datetime False

The exact date and time at which the event begins, recorded in the system for scheduling and time tracking.

Submit Expense Bool False

Indicates whether the associated expenses for the event should be submitted for processing or reimbursement.

User Attendee Fields String False

The fields used to track information about attendees who are users in the system, capturing essential details about participants.

Walk-In Fields String False

The general fields used to capture information about walk-in attendees, including both prescribers and non-prescribers.

Web Source String False

The web source from which the medical event was created or promoted, used for tracking the origins of event participation.

Website String False

The website associated with the medical event, providing attendees with access to more detailed information, registration, and event updates.

Account String False

The account associated with the medical event, typically used for Customer Relationship Management (CRM) and event tracking within specific accounts.

CoBrowse Activity String False

The activity associated with the co-browsing session during the event, tracking interactive sessions and collaboration.

Presentation String False

The presentation used during the event, which may include slides, documents, or videos shared during the session.

Event String False

A generic field to link the specific event to the medical event records, ensuring consistency across related data.

Owner String False

The owner or person responsible for the medical event, ensuring accountability for its planning and execution.

Event Format String True

The format of the medical event, such as 'In-Person', 'Virtual', or 'Hybrid', to help categorize the type of event.

Is Parent Bool True

Indicates whether this medical event is a parent event for a series of related events, helping structure multiple sessions or sub-events.

Product String True

The product associated with the medical event, typically used to track events related to specific drugs, devices, or therapies.

Program Type String True

The type of program or campaign the medical event falls under, such as a promotional campaign, educational program, or compliance initiative.

Medical Event Status String True

The current status of the medical event, such as 'Scheduled', 'Completed', or 'Postponed', indicating its stage in the event lifecycle.

Time Zone String True

The time zone in which the medical event is held, ensuring accurate scheduling for attendees across multiple regions.

Topic Name String True

The name of the main topic or subject discussed during the event, helping categorize the event content.

Topic String True

A more general label or classification for the topic of the medical event, used for filtering or reporting purposes.

Webinar Enabled String True

Indicates whether the event is enabled as a webinar, providing virtual participation options.

Legacy CRM Id String False

The identifier from the legacy CRM system used to link the medical event to corresponding records in older platforms.

City String False

The city where the medical event is held, providing a geographical location for the event.

Event Identifier String False

A unique identifier for the medical event, ensuring it can be uniquely referenced across different systems and platforms.

Location Address Line 2 String False

The second line of the location address for the medical event, used for detailed address information.

Location Address String False

The primary address for the location of the medical event, providing the venue or site details.

Postal Code String False

The postal code for the event location, ensuring accurate mapping and address identification.

State / Province String False

The state or province in which the medical event is held, used for location tracking and addressing purposes.

Address String False

A general field for the location address, typically used when a more general address is needed without specifying lines.

Primary Product String False

The main product associated with the medical event, often the focus of the event or the subject of the promotional or educational material.

Secondary Product String False

A secondary product featured or mentioned during the medical event, providing additional context to the primary product.

Country String False

The country in which the medical event takes place, helping categorize the event geographically and track global participation.

CData Cloud

MedicalInquiries

Records questions submitted by healthcare professionals regarding products or treatments.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the medical inquiry record, used to distinguish each inquiry within the system.

Medical Inquiry Type String True

The type or category of the medical inquiry, such as 'Drug Information', 'Side Effects', or 'Product Usage'.

Global ID String True

A globally unique identifier for the medical inquiry, ensuring consistency across various systems and processes.

Link String False

A URL or hyperlink associated with the medical inquiry, potentially linking to additional resources or related documents.

Medical Inquiry Id String True

The identifier assigned to the medical inquiry, used for tracking and referencing specific inquiries.

Status String True

The current status of the medical inquiry, such as 'Open', 'Closed', 'In Progress', indicating the stage of the inquiry.

Created By String True

The individual or system that created the medical inquiry, ensuring accountability for its entry into the system.

Created Date Datetime True

The timestamp when the medical inquiry was created, used for tracking the inquiry's lifecycle.

Last Modified By String True

The individual or system that last modified the medical inquiry record, ensuring transparency in changes made.

Last Modified Date Datetime True

The timestamp of the last modification made to the medical inquiry record, providing an audit trail.

Address Line 1 String False

The first line of the address associated with the medical inquiry, used for contact or shipping purposes.

Address Line 2 String False

The second line of the address, providing additional address information if needed.

City String False

The city in which the medical inquiry is located, used for geographic tracking and addressing purposes.

Delivery Method String False

The method by which the medical inquiry will be delivered, such as 'Email', 'Postal', or 'Courier'.

Disclaimer String False

A legal disclaimer related to the medical inquiry, outlining any conditions, limitations, or risks associated with the inquiry.

E-mail String False

The email address associated with the medical inquiry, used for electronic communication with the relevant parties.

Entity Reference Id String False

An external reference ID used to link the medical inquiry to related entities, such as accounts or customers.

Fax Number String False

The fax number associated with the medical inquiry, providing an alternative communication channel.

Fulfillment Created Bool False

Indicates whether the fulfillment process for the inquiry has been initiated, marking the start of the resolution process.

Fulfillment Status String False

The current status of the fulfillment process, such as 'Pending', 'Completed', or 'Failed'.

Group Count Decimal False

The number of groups or categories associated with the medical inquiry, used for reporting or organizational purposes.

Group Identifier String False

An identifier for the group associated with the medical inquiry, enabling classification or categorization of the inquiry.

Inquiry Text String False

The detailed text or description provided in the medical inquiry, outlining the question or issue raised by the inquirer.

Lock Bool False

Indicates whether the medical inquiry record is locked for editing, preventing further changes once it's finalized.

Address Line 12 String False

The first address line used for MedComms inquiries, often indicating the primary address for communication.

Address Line 22 String False

The second address line used for MedComms inquiries, providing additional address information as needed.

City2 String False

The city associated with the MedComms inquiry, used for geographic and delivery tracking.

Email String False

The email address used for MedComms communication, ensuring direct contact with the inquiry originator.

Fax String False

The fax number for MedComms inquiries, providing an alternative communication option.

Phone String False

The phone number associated with the MedComms inquiry, used for real-time communication or follow-up.

Postcode/Zip String False

The postal code or ZIP code for the MedComms inquiry address, used for geographic classification and delivery purposes.

First Name String False

The first name of the recipient for MedComms, used for personalized communication.

Last Name String False

The last name of the recipient for MedComms, ensuring accurate address and identification of the recipient.

MedComms Record ID String False

A unique identifier for the MedComms inquiry record, distinguishing it from other inquiries within the system.

State String False

The state or province associated with the MedComms inquiry, helping in addressing and classification.

Mobile Created Datetime Datetime False

The timestamp when the mobile inquiry was created, enabling tracking of inquiries originating from mobile devices.

Mobile ID String False

A unique identifier for the mobile inquiry, used for tracking and referencing mobile-based inquiries.

Override Lock Bool False

Indicates whether the lock on the medical inquiry record can be overridden, allowing for manual adjustments.

Phone Number String False

The phone number for direct communication regarding the medical inquiry, used for follow-up and resolution.

Previously Submitted? Bool False

Indicates whether the medical inquiry has been previously submitted, helping to avoid duplicate inquiries.

Product String False

The product associated with the medical inquiry, such as a drug or medical device, providing context for the inquiry.

Receipt Email Address String False

The email address to which receipts or acknowledgments for the inquiry will be sent.

Remote Signature Attendee Name String False

The name of the attendee providing a remote signature for the medical inquiry, often required for compliance.

Request Receipt Bool False

Indicates whether a receipt is requested for the medical inquiry, confirming acknowledgment of the inquiry submission.

Response Document Link String False

A link to the document providing the response to the medical inquiry, allowing easy access to the resolution.

Response Notes String False

Notes or comments related to the response of the medical inquiry, providing additional context or information about the resolution.

Rush Delivery Bool False

Indicates whether the medical inquiry requires rush delivery for quicker processing and fulfillment.

Signature Captured Remotely Bool False

Indicates whether the signature for the medical inquiry was captured remotely, often for compliance or legal reasons.

Signature Captured QR Code Bool False

Indicates whether the signature for the medical inquiry was captured using a QR code, providing an alternative method for signature collection.

Signature Captured Share Link Bool False

Indicates whether the signature was captured via a shareable link, allowing for remote or distributed signing.

Signature Date Datetime False

The date and time when the signature for the medical inquiry was captured, marking the completion of the agreement process.

Signature String False

The actual signature associated with the medical inquiry, confirming the approval or acknowledgment of the inquiry.

State2 String False

The state or province of the medical inquiry, providing an additional geographic classification.

Medical Inquiry Status String False

The current status of the medical inquiry, such as 'Open', 'Closed', or 'Pending', helping track the inquiry's lifecycle.

Submitted By Mobile Bool False

Indicates whether the medical inquiry was submitted via a mobile device, often for reporting and tracking purposes.

Zip String False

The postal code or ZIP code for the medical inquiry address, ensuring accurate delivery and tracking.

Account String False

The account associated with the medical inquiry, used for linking the inquiry to a specific customer or organization.

Assign To User String False

The user assigned to manage or respond to the medical inquiry, ensuring accountability for its resolution.

Call String False

The phone number associated with the medical inquiry's call center, used for customer service and support.

Owner String False

The owner or person responsible for the medical inquiry record, ensuring accountability for its management.

Country String False

The country associated with the medical inquiry, used for tracking inquiries across different regions.

Lifecycle String True

The lifecycle stage of the medical inquiry, such as 'Open', 'Closed', or 'Resolved', helping categorize the inquiry.

Lifecycle State String True

The specific state within the inquiry's lifecycle, detailing where the inquiry stands in its resolution process.

Lifecycle State Stage ID String True

An identifier for the specific stage in the lifecycle of the medical inquiry, providing more detailed tracking.

Lifecycle Stage String True

The broader stage within the medical inquiry's lifecycle, such as 'Initial Review', 'Follow-Up', or 'Resolved'.

Legacy CRM Id String False

The identifier from the legacy CRM system used to link the medical inquiry to previous records or platforms.

Child Account Id String False

The identifier for a child account associated with the medical inquiry, typically used for organizations with multiple accounts.

Location Id String False

An identifier for the location where the medical inquiry originated, used for geographic and logistical tracking.

Child Account String False

The name or identifier of the child account linked to the medical inquiry, often used in hierarchical account structures.

Location String False

The location associated with the medical inquiry, used for geographical identification and event tracking.

Account Country String False

The country of the account associated with the medical inquiry, providing additional geographic context.

MedComms Country String False

The country related to the MedComms aspect of the inquiry, which may differ from the account's country.

Documented Interest String False

The specific interest documented in the medical inquiry, often used to track the focus or topic of the inquiry.

CData Cloud

MedicalInquiryFulfillmentResponses

Logs responses sent in fulfillment of medical inquiries.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the medical inquiry fulfillment response record, used to distinguish each record.

Medical Inquiry Fulfillment Respons Type String True

The type or category of the fulfillment response, such as 'Drug Information Fulfillment', 'Side Effects Fulfillment'.

Global ID String True

A globally unique identifier for the fulfillment response, ensuring consistency and traceability across systems.

Link String False

A URL or hyperlink that may be associated with the fulfillment response, linking to further documentation or resources.

Ml Fulfillment Response Id String True

The identifier assigned to the fulfillment response, used to track and reference the specific response to the medical inquiry.

Status String False

The current status of the fulfillment response, such as 'Pending', 'Completed', 'In Progress', representing the stage of the process.

Created By String True

The individual or system that created the fulfillment response record, ensuring accountability for its entry.

Created Date Datetime True

The timestamp when the fulfillment response was created, used to track the start of the fulfillment process.

Last Modified By String True

The individual or system that last modified the fulfillment response record, ensuring transparency in changes made.

Last Modified Date Datetime True

The timestamp of the last modification made to the fulfillment response record, providing an audit trail.

Address Line 1 String False

The first line of the address associated with the fulfillment response, typically used for contact or shipment purposes.

Address Line 2 String False

The second line of the address, providing additional address information if needed for completeness.

Assign To Comments String False

Comments or notes related to the assignment of the fulfillment response, providing additional context for the assignee.

City String False

The city associated with the fulfillment response address, used for geographic and shipping information.

Completed Datetime Datetime False

The timestamp when the fulfillment response was completed, marking the end of the fulfillment process.

E-Mail String False

The email address associated with the fulfillment response, used for electronic communication regarding the inquiry.

Fax Number String False

The fax number associated with the fulfillment response, providing an alternative communication channel.

Fulfillment Materials String False

Details about the materials used or sent as part of fulfilling the medical inquiry, such as documents or physical items.

Fulfillment Response String False

The actual content of the response provided to fulfill the medical inquiry, detailing the information or actions taken.

Method String False

The method used for fulfillment, such as 'Email', 'Postal', or 'Courier', representing how the response is delivered.

Mobile Created Datetime Datetime False

The timestamp when the fulfillment response was created via mobile, allowing for tracking of mobile-originated responses.

Mobile Id String False

A unique identifier for the mobile device associated with the fulfillment response, used for tracking mobile-related activities.

Phone Number String False

The phone number associated with the fulfillment response, used for direct communication and follow-up.

Reassign? Bool False

Indicates whether the fulfillment response is eligible for reassignment, allowing for changes in responsibility if necessary.

State String False

The state or province associated with the fulfillment response address, aiding in geographic classification and shipping.

Medical Inquiry Fulfillment Response Sta String False

The status of the medical inquiry fulfillment response, indicating whether the fulfillment is 'Pending', 'Completed', or in any other state.

Zip String False

The ZIP or postal code for the fulfillment response address, helping with location-specific deliveries or classifications.

Assign To User String False

The user assigned to manage the fulfillment response, ensuring accountability for handling and processing the response.

Completed By String False

The individual who completed the fulfillment response, providing accountability for finalizing the inquiry fulfillment.

Interaction String False

Details of the interaction associated with the fulfillment response, used for documenting communication or actions taken.

Medical Inquiry Fulfillment String False

The fulfillment record related to the medical inquiry, linking this response to the larger context of the inquiry process.

Owner String False

The owner or person responsible for managing the fulfillment response, ensuring that the record is properly handled and tracked.

Country String False

The country associated with the fulfillment response address, helping categorize and route responses based on geographic location.

Legacy CRM Id String False

The identifier used in the legacy CRM system, helping link this fulfillment response to earlier records in older platforms.

CData Cloud

MedicalInsights

Stores insights gathered from field interactions, medical events, or inquiry responses.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the medical insight record, used to track and reference each insight within the system.

Medical Insight Type String True

The type or category of the medical insight, such as 'Clinical Study', 'Pharmaceutical Data', or 'Research Finding', to classify the type of information.

Global ID String True

A globally unique identifier for the medical insight, ensuring consistency across systems and easy cross-referencing.

Link String False

A URL or hyperlink associated with the medical insight, which can link to an external resource or document relevant to the insight.

Medical Insight Name String True

The name or title of the medical insight, providing a quick reference to the content or topic of the insight.

Status String False

The current status of the medical insight, such as 'Active', 'Inactive', 'Draft', representing its state within the workflow.

Created By String True

The individual or system that created the medical insight record, providing accountability for its entry into the system.

Created Date Datetime True

The timestamp when the medical insight record was created, helping track when the insight was first recorded.

Last Modified By String True

The individual or system that last modified the medical insight record, ensuring transparency in updates made.

Last Modified Date Datetime True

The timestamp of the last modification made to the medical insight record, providing an audit trail of changes.

Date Date False

The date associated with the medical insight, such as the date the insight was discovered or reported.

Description String False

A detailed description of the medical insight, providing context, background, and specifics about the information shared.

Entity Reference Id String False

A reference ID that links the medical insight to an associated entity, such as a clinical trial or research study.

Mobile Id String False

A unique identifier for the mobile device used to access or submit the medical insight, enabling tracking of mobile-related actions.

Other Source String False

The source or origin of the medical insight, such as a publication, research paper, or external database.

Override Lock Bool False

Indicates whether the record lock can be overridden, allowing modifications even if the record is typically locked for editing.

Medical Insight Status String False

The status of the medical insight, such as 'Pending Review', 'Approved', 'Rejected', tracking its progress through the review process.

Summary String False

A brief summary or overview of the medical insight, providing a high-level understanding of its content or relevance.

Unlock Bool False

Indicates whether the record is unlocked for editing, allowing further modifications or updates to be made to the medical insight.

Account Plan String False

The associated account plan that the medical insight is part of, used for strategic planning and tracking.

Account String False

The account to which the medical insight is related, such as a specific healthcare provider or organization.

Clinical Trial String False

The clinical trial related to the medical insight, linking the insight to the specific research study.

Interaction String False

The interaction or event related to the medical insight, such as a meeting or consultation where the insight was discussed.

Medical Event String False

The medical event associated with the insight, such as an adverse reaction, new treatment finding, or patient outcome.

Publication String False

The publication associated with the medical insight, such as a journal article, conference presentation, or other scholarly work.

Owner String False

The owner or person responsible for the medical insight record, ensuring accountability for the management of the insight.

Legacy CRM Id String False

The identifier used in the legacy CRM system to link the medical insight record to earlier records in older platforms.

Account Country String False

The country associated with the account, helping categorize and route insights based on geographic location.

User Country String False

The country associated with the user who created or modified the insight, helping track insights based on user location.

CData Cloud

MedicalInteractions

medx__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Medical Interaction Type String True

object_type__v

Global ID String True

global_id__sys

Link String False

link__sys

Name String True

name__v

Status String True

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Lifecycle State Stage ID String True

state_stage_id__sys

Lifecycle Stage String True

stage__sys

Address String False

address__v

Agenda String False

agenda__v

Attendee Count Decimal False

attendee_count__v

Attendee List String False

attendee_list__v

Cancelation Reason String False

cancelation_reason__v

Channel String False

channel__v

Created By Device String False

created_by_device__v

Duration Decimal False

duration__v

End Time Datetime False

end_datetime__v

Last Modified By Device String False

last_modified_by_device__v

Latitude Double False

latitude__v

Location String False

location__v

Longitude Double False

longitude__v

Medical Interaction Status String False

medx_status__v

Mobile ID String False

mobile_id__v

Owner String False

ownerid__v

Start Time Datetime False

start_datetime__v

Title String False

title__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

MedXAttendees

medx_attendee__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

MedX Attendee Type String True

object_type__v

Global ID String True

global_id__sys

Link String False

link__sys

Name String True

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Account String False

account__v

Audio Recording Consent Datetime Datetime False

audio_recording_consent_datetime__v

Audio Recording Consent Signature String False

audio_recording_consent_signature__v

Medical Interaction String False

medx__v

Mobile ID String False

mobile_id__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

MedXComponents

medx_component__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

MedX Component Type String True

object_type__v

Global ID String True

global_id__sys

Link String False

link__sys

Name String True

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Documented Interest String False

documented_interest__v

Medical Inquiry String False

medical_inquiry__v

Medical Insight String False

medical_insight__v

Medical Interaction String False

medx__v

MedX Attendee String False

medx_attendee__v

MedX Discussion String False

medx_discussion__v

Mobile ID String False

mobile_id__v

Sequence Decimal False

sequence__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

MedXDiscussionMaterials

medx_discussion_material__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

MedX Discussion Material Type String True

object_type__v

Global ID String True

global_id__sys

Link String False

link__sys

Name String True

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

MedX Discussion String False

medx_discussion__v

MedX Meeting Material String False

medx_meeting_material__v

Mobile ID String False

mobile_id__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

MedXDiscussions

medx_discussion__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

MedX Discussion Type String True

object_type__v

Global ID String True

global_id__sys

Link String False

link__sys

Name String True

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Discussion Text String False

discussion_text__v

Discussion Status String False

medx_discussion_status__v

Mobile ID String False

mobile_id__v

Response Type String False

response_type__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

MedXKeyMessages

medx_key_message__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

MedX Key Message Type String True

object_type__v

Global ID String True

global_id__sys

Link String False

link__sys

Name String True

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Account String False

account__v

Category String False

category__v

CLM ID String False

clm_id__v

CLM Presentation String False

clm_presentation__v

CLM Presentation ID String False

clm_presentation_id__v

CLM Presentation Name String False

clm_presentation_name__v

CLM Presentation Version String False

clm_presentation_version__v

Date Date False

date__v

Detail Group String False

detail_group__v

Display Order Decimal False

display_order__v

Duration Decimal False

duration__v

Key Message String False

key_message__v

Key Message Name String False

key_message_name__v

Medical Interaction String False

medx__v

MedX Attendee String False

medx_attendee__v

Mobile ID String False

mobile_id__v

Product String False

product__v

Reaction String False

reaction__v

Segment String False

segment__v

Share Method String False

share_method__v

Slide Version String False

slide_version__v

Start Time Datetime False

start_time__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

MedXMeetingMaterials

medx_meeting_material__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

MedX Meeting Material Type String True

object_type__v

Global ID String True

global_id__sys

Link String False

link__sys

Name String True

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

CLM Presentation String False

clm_presentation__v

Document String False

document__v

Document (unbound) Decimal False

document_unbound__v

Medical Interaction String False

medx__v

Mobile ID String False

mobile_id__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

MeetingRequests

Captures requests for meetings between field staff and healthcare professionals.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the meeting request record, used to track and reference each request within the system.

Meeting Request Type String True

The type of the meeting request, such as 'Initial Consultation', 'Follow-Up', 'Strategy Session', classifying the nature of the meeting.

Global ID String True

A globally unique identifier for the meeting request, ensuring consistency across systems and easy cross-referencing.

Link String False

A URL or hyperlink associated with the meeting request, which can link to an external resource or document relevant to the meeting.

Meeting Request Name String True

The name or title of the meeting request, providing a quick reference to the meeting's purpose or topic.

Status String False

The current status of the meeting request, such as 'Pending', 'Confirmed', 'Declined', representing the request's state in the workflow.

Created By String True

The individual or system that created the meeting request record, providing accountability for its entry into the system.

Created Date Datetime True

The timestamp when the meeting request record was created, helping track when the request was first recorded.

Last Modified By String True

The individual or system that last modified the meeting request record, ensuring transparency in updates made.

Last Modified Date Datetime True

The timestamp of the last modification made to the meeting request record, providing an audit trail of changes.

Decline Reason String False

The reason provided for declining the meeting request, if applicable, to understand why the meeting was not accepted.

Duration Decimal False

The duration of the meeting request, specified in minutes or hours, indicating how long the meeting is scheduled to last.

External ID String False

An external identifier for the meeting request, used for linking to external systems or platforms.

Invitee String False

The name of the invitee for the meeting request, typically the person being invited to attend the meeting.

Is Hidden? Bool False

Indicates whether the meeting request is hidden from certain views or users, often used for privacy or internal tracking.

Meeting Type String False

The type of meeting, such as 'Virtual', 'In-Person', or 'Conference Call', indicating the format of the meeting.

Phone String False

The phone number associated with the meeting request, typically the number for contacting the invitee or assignee for phone meetings.

Start Datetime Datetime False

The start date and time for the meeting request, indicating when the meeting is scheduled to begin.

Status Last Modified DateTime Datetime False

The timestamp of the last modification made to the status of the meeting request, helping track when the status changed.

Engage Notification ID String False

An identifier for the engagement notification related to the meeting request, used for tracking notifications sent.

Invitee Email String False

The email address of the invitee, used for sending the meeting request or other notifications.

Invitee Time Zone String False

The time zone of the invitee, used to schedule the meeting according to their local time.

Invitee Locale String False

The locale of the invitee, used to determine language and regional settings for meeting communications.

Meeting Request Status String False

The overall status of the meeting request, such as 'Scheduled', 'Cancelled', 'Completed', representing the meeting's progress.

Account String False

The account associated with the meeting request, which helps categorize the meeting according to the account it pertains to.

Call String False

A reference to the associated call record, if the meeting is part of a call session, providing additional context to the meeting.

Assignee String False

The individual assigned to manage or coordinate the meeting request, ensuring that responsibilities are clear.

Scheduling Email String False

The email address used for sending scheduling-related communications about the meeting, such as invites or reminders.

Owner String False

The owner or person responsible for the meeting request record, ensuring accountability for the management of the meeting.

Legacy CRM Id String False

The identifier used in the legacy CRM system to link the meeting request record to earlier records in older platforms.

HCP Engage Profile ID String False

The ID of the healthcare professional's (HCP) profile associated with the meeting request, linking the request to the specific profile.

CData Cloud

MessageActivities

Tracks engagement with messages sent to users or customers, including open and interaction metrics.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the message activity record, used for tracking and referencing each activity within the system.

Message Activity Type String True

The type of message activity, such as 'Email', 'SMS', or 'Push Notification', categorizing the method of communication used.

Global ID String True

A globally unique identifier for the message activity, ensuring consistency across systems and enabling easy cross-referencing.

Link String False

A URL or hyperlink associated with the message activity, which can link to an external resource or document related to the activity.

Message Activity Name String True

The name or title of the message activity, providing a brief description or label for the specific activity.

Status String False

The current status of the message activity, such as 'Sent', 'Failed', or 'Pending', indicating the state of the activity.

Created By String True

The individual or system that created the message activity record, providing accountability for its entry into the system.

Created Date Datetime True

The timestamp when the message activity record was created, helping track when the activity was first logged.

Last Modified By String True

The individual or system that last modified the message activity record, ensuring transparency in updates made.

Last Modified Date Datetime True

The timestamp of the last modification made to the message activity record, providing an audit trail of changes.

Activity String False

A brief description or type of activity being logged, such as 'Message Sent', 'Link Clicked', or 'Document Viewed'.

Activity Date Datetime False

The date and time when the activity occurred, helping to track the timing of the message activity.

Client Name String False

The name of the client (user) associated with the activity, often the recipient of the message or the subject of the action.

Client OS String False

The operating system used by the client device during the activity, such as 'Windows', 'iOS', or 'Android'.

Client Type String False

The type of client accessing the system, such as 'Web', 'Mobile', or 'Desktop', indicating the platform or medium used.

Client Device String False

The specific device used by the client during the activity, such as 'iPhone 12', 'Samsung Galaxy', or 'MacBook Pro'.

IP Address String False

The IP address from which the client accessed the system during the activity, providing information about the client's location or network.

User Agent String False

The user agent string sent by the client's device, which includes information about the browser, operating system, and device type.

Document Name String False

The name of the document associated with the message activity, typically the title or identifier of the document.

Document Title String False

The formal title of the document related to the activity, providing additional context about its content.

Document Id String False

A unique identifier for the document referenced in the activity, used to track and manage the document within the system.

Document Number String False

A unique number assigned to the document, often used for tracking or indexing the document in the system.

Vault Domain String False

The domain or environment in which the document resides, such as 'Production' or 'Staging', indicating the system's location.

Document Major Version Decimal False

The major version of the document, representing significant updates or revisions to the document's content.

Document Minor Version Decimal False

The minor version of the document, representing smaller updates or changes to the document without altering its core content.

Sent Message String False

The actual message that was sent as part of the activity, such as the body of an email or text message.

Legacy CRM Id String False

The identifier used in the legacy CRM system to link this message activity record to earlier records in older platforms.

Device Type String False

The type of device used by the client, such as 'Mobile', 'Tablet', or 'Desktop', helping to categorize the client's device.

Duration Decimal False

The duration of the message activity, typically measured in seconds or minutes, indicating how long the activity lasted.

Media Type String False

The type of media associated with the activity, such as 'Image', 'Video', or 'Text', specifying the format of the message content.

Page Number Decimal False

The page number in a document or presentation that was viewed or interacted with, providing context for specific content within the document.

Session Id String False

A unique identifier for the session during which the message activity took place, useful for tracking user sessions.

Slide Number Decimal False

The slide number within a presentation that was viewed or interacted with during the message activity, helping to track presentation progress.

Slide Version String False

The version of the slide within a presentation, providing context for different iterations or revisions of the slide.

Video Last Viewed Time Decimal False

The timestamp (in seconds) when the video was last viewed, providing insight into user engagement with the video content.

Length of Video Decimal False

The total length of the video, measured in seconds or minutes, indicating the full duration of the content.

Video Start Time Decimal False

The timestamp (in seconds) when the video started, indicating the point in the video when the user began watching.

Total Time Spent Watching Video Decimal False

The total amount of time, in seconds or minutes, that the user spent watching the video, helping to assess engagement.

View Order Decimal False

The order in which the view was made during a sequence of interactions or presentations, useful for organizing multiple views.

CLM Presentation String False

The content or title of the Closed Loop Marketing (CLM) presentation associated with the activity, helping to categorize the type of presentation.

Detail Group String False

The group or category under which the message activity is classified, such as 'Product Demo', 'Sales Presentation', or 'Training'.

Key Message String False

The main message or takeaway from the activity, often used in presentations or marketing communications to highlight key points.

Product String False

The product associated with the activity, such as a specific drug, medical device, or service being discussed or marketed.

Downloaded Rendition String False

The specific rendition or version of the document or media file that was downloaded during the activity.

Reference Document String False

A document that serves as a reference during the activity, often related to the message or presentation content.

CData Cloud

MessageTemplateBusinessAccounts

message_template_business_account__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Message Template Business Account Type String True

object_type__v

Global ID String True

global_id__sys

Link String False

link__sys

Name String True

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Message Template String False

message_template__v

Messaging Business Account String False

messaging_business_account__v

Veeva External Id String True

vexternal_id__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

MessageTemplateContent

Stores the content (text, media, placeholders) associated with message templates.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the message template content record, used for tracking and referencing each record within the system.

Message Template Content Type String True

The type of content associated with the message template, such as 'Text', 'HTML', or 'Media', categorizing the format of the content.

Global ID String True

A globally unique identifier for the message template content, ensuring consistency across systems and enabling easy cross-referencing.

Link String False

A URL or hyperlink associated with the message template content, providing access to external resources or documents related to the template.

Name String True

The name or title of the message template content, providing a brief description or label for the specific template.

Status String False

The current status of the message template content, such as 'Active', 'Draft', or 'Archived', indicating the template's lifecycle stage.

Created By String True

The individual or system that created the message template content record, providing accountability for its creation.

Created Date Datetime True

The timestamp when the message template content record was created, helping to track when the template was first logged.

Last Modified By String True

The individual or system that last modified the message template content record, ensuring transparency in updates made.

Last Modified Date Datetime True

The timestamp of the last modification made to the message template content record, providing an audit trail of changes.

Template String False

The actual content or layout of the message template, providing the structure for messages generated using this template.

Owner String False

The individual or team responsible for managing and maintaining the message template content.

Legacy CRM Id String False

The identifier used in the legacy CRM system to link this message template content record to earlier records in older platforms.

CLM Presentation String False

The content or title of the Closed Loop Marketing (CLM) presentation associated with the message template, indicating the context in which the template is used.

Message Template String False

The identifier or name of the specific message template associated with the content, which is used for generating communication messages.

CData Cloud

MessageTemplates

Defines reusable templates for consistent messaging across campaigns or workflows.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the message template record, used to track and reference the specific template within the system.

Message Template Type String True

The type of message template, such as 'Email', 'SMS', or 'Letter', specifying the format or medium of the message.

Global ID String True

A globally unique identifier for the message template, ensuring consistent identification across systems and platforms.

Link String False

A URL or hyperlink associated with the message template, directing users to related resources, documents, or external systems.

Message Template Name String False

The name or title of the message template, used to distinguish it from other templates and provide an identifiable label.

Status String False

The current status of the message template, such as 'Active', 'Draft', or 'Inactive', indicating its lifecycle stage.

Created By String True

The individual or system that created the message template record, ensuring traceability and accountability.

Created Date Datetime True

The timestamp when the message template record was initially created, helping to track the creation date for reference or auditing.

Last Modified By String True

The individual or system that made the last modification to the message template, ensuring accountability for updates.

Last Modified Date Datetime True

The timestamp of the last modification made to the message template record, providing an audit trail of changes.

Message Template Id String False

A unique identifier for the specific message template, used for referencing and managing individual templates.

Message Template Text String False

The actual content of the message template, including the text or body used for generating the messages.

Message Template Status String False

The operational status of the message template, such as 'Published' or 'Under Review', indicating whether the template is ready for use.

Vault DNS String False

The DNS or domain name associated with the document repository where the message template is stored in the Vault system.

Vault External Id String False

An external identifier linking the message template to an external system or platform, facilitating integration with other tools or databases.

Vault GUID String False

A globally unique identifier for the message template in the Vault system, ensuring unique and consistent tracking of the template.

Vault Last Modified Date Datetime False

The timestamp of the last modification made to the message template in the Vault system, helping to track updates and changes.

Legacy CRM Id String False

The identifier used in the legacy CRM system to link this message template to earlier records, ensuring continuity across platforms.

Language String False

The language in which the message template is written, helping to localize or customize the template for different regions or audiences.

Owner String False

The individual or team responsible for managing and maintaining the message template, ensuring its accuracy and relevance over time.

CData Cloud

MessagingBusinessAccounts

messaging_business_account__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Messaging Business Account Type String True

object_type__v

Global ID String True

global_id__sys

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

External Id String False

external_id__v

Country String False

country__v

Primary User String False

primary_asgnee_for_new_inbound_chat__v

Secondary User String False

secondary_asgnee_for_new_inbound_chat__v

Connection Status String False

connection_status__v

Connection Datetime Datetime False

connection_datetime__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

MessagingPhoneNumbers

messaging_phone_number__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Messaging Phone Number Type String True

object_type__v

Global ID String True

global_id__sys

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Number String False

number__v

WhatsApp Business Account String False

whatsapp_business_account__v

External Id String False

external_id__v

Data Storage Geolocation String False

data_storage_geolocation__v

Display Name String False

display_name__v

WhatsApp Business Phone Number Id String False

whatsapp_business_phone_number_id__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

MetadataDefinitions

Stores definitions of metadata elements used throughout Vault CRM.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the metadata definition record, used to reference and track the definition in the system.

Metadata Definition Type String True

The type of the metadata definition, indicating its role or purpose within the system, such as 'Field', 'Layout', or 'Object'.

Global ID String True

A globally unique identifier for the metadata definition, ensuring consistent identification across systems or platforms.

Link String False

A URL or hyperlink associated with the metadata definition, providing a connection to external resources or related systems.

Name String True

The name or title of the metadata definition, used for easy identification and categorization within the system.

Status String False

The current operational status of the metadata definition, such as 'Active', 'Inactive', or 'Draft', to indicate its lifecycle state.

Created By String True

The individual or system that created the metadata definition, ensuring traceability and accountability for its creation.

Created Date Datetime True

The date and time when the metadata definition was created, helping to track its origin and historical context.

Last Modified By String True

The individual or system that last modified the metadata definition, ensuring accountability for any updates made.

Last Modified Date Datetime True

The timestamp of the last modification made to the metadata definition, providing an audit trail of changes.

Layout ID String False

A unique identifier for the layout associated with the metadata definition, used to reference the visual arrangement or configuration.

Layout Name String False

The name of the layout, providing a human-readable label for the specific configuration or arrangement of elements.

Object Name String False

The name of the object related to the metadata definition, such as 'Account', 'Contact', or 'Opportunity', indicating its primary context.

Record Type String False

The record type associated with the metadata definition, specifying whether it applies to a specific record, object, or other entity in the system.

XML String False

The XML representation of the metadata definition, containing the structure, elements, and attributes that define the layout and content.

Owner String False

The individual or team responsible for maintaining and managing the metadata definition, ensuring its relevance and accuracy over time.

Legacy CRM Id String False

The identifier used in the legacy CRM system to link this metadata definition to prior records, ensuring continuity and compatibility between systems.

CData Cloud

MetadataTranslations

Contains localized translations for metadata fields and values.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the metadata translation record, used to reference and track the translation definition in the system.

Metadata Translation Type String True

The type of translation metadata, indicating its specific purpose or role in translating fields, layouts, or objects.

Global ID String True

A globally unique identifier for the translation metadata, ensuring consistent identification across systems or platforms.

Link String False

A URL or hyperlink associated with the translation metadata, providing a connection to external resources or related systems for further context.

Name String True

The name or title of the metadata translation, typically descriptive of its contents or the language it represents.

Status String False

The current operational status of the translation metadata, such as 'Active', 'Inactive', or 'Draft', to indicate its lifecycle stage.

Created By String True

The individual or system that created the metadata translation, ensuring traceability and accountability for its creation.

Created Date Datetime True

The date and time when the metadata translation was created, helping to track the history of the translation and when it was first introduced.

Last Modified By String True

The individual or system that last modified the metadata translation, ensuring accountability for any updates or revisions.

Last Modified Date Datetime True

The timestamp of the last modification made to the metadata translation, providing an audit trail of changes over time.

External ID String False

An identifier used by external systems to link this translation record, ensuring compatibility with third-party tools or platforms.

Language String False

The language code or name that this translation applies to, ensuring that the translation is associated with a specific language context.

Layout Name String False

The name of the layout to which the translation applies, providing a clear indication of the visual arrangement being translated.

Object Name String False

The name of the object related to the translation metadata, such as 'Account', 'Contact', or 'Opportunity', indicating the entity that the translation affects.

Record Type String False

The type of record to which the translation metadata applies, specifying whether it relates to a specific record, object, or other entity.

Translation String False

The actual translation text or content that corresponds to the metadata being translated, providing the localized version of the original content.

Parent Definition String False

The identifier or reference to the parent definition for the metadata translation, indicating the hierarchy or relationship with other metadata definitions.

Owner String False

The individual or team responsible for maintaining and managing the translation metadata, ensuring its accuracy and relevance over time.

Legacy CRM Id String False

The identifier used in the legacy CRM system to link this translation record to prior records, ensuring continuity between systems.

CData Cloud

MicrosoftAuthorizations

microsoft_authorization__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

MobileCRMSettings

Holds configuration settings for the mobile CRM application.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the record, used to reference and track this specific record within the system.

Global ID String True

A globally unique identifier for the record, ensuring consistent identification across different systems or platforms.

Link String False

A URL or hyperlink associated with the record, providing a direct link to external resources or related systems for additional information.

Name String False

The name or title of the record, often descriptive of its function or purpose within the system.

Status String False

The current status of the record, such as 'Active', 'Inactive', or 'Pending', to indicate the operational state of the record.

Created By String True

The individual or system that created the record, ensuring accountability and traceability for the creation of this record.

Created Date Datetime True

The date and time when the record was created, helping to track when the record was first introduced into the system.

Last Modified By String True

The individual or system that last modified the record, providing a trail of who made changes to the record.

Last Modified Date Datetime True

The date and time of the last modification to the record, ensuring an audit trail of all changes made.

Push Notification Test User String False

The user or account designated for testing push notifications, allowing for validation of the push notification system.

Session Timeout Value (min) Decimal False

The duration, in minutes, after which a session will time out due to inactivity, used to ensure system security and user session management.

Setup Owner ID String False

The identifier for the owner or administrator responsible for the setup and configuration of the record, ensuring proper management.

Security Profile String False

The security profile associated with the record, detailing the permissions and access levels granted to users interacting with the record.

Legacy CRM Id String False

The identifier used in the legacy CRM system, linking this record to previous records and ensuring continuity between older and newer systems.

Application Profile String False

The profile associated with the specific application to which the record is related, detailing the settings or preferences for the application.

CData Cloud

MobileDevices

Tracks devices used by CRM users for security and audit purposes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the mobile device record, used to track and reference this device within the system.

Mobile Device Type String True

The type or category of the mobile device, used to classify devices, such as 'smartphone' or 'tablet'.

Global ID String True

A globally unique identifier for the record, ensuring consistent identification of the device across different systems or platforms.

Link String False

A URL or hyperlink associated with the device record, often used for linking to external resources or applications related to the device.

Mobile Device Name String False

The name assigned to the mobile device, typically a descriptive or brand-specific identifier for the device.

Status String False

The current status of the device, such as 'Active', 'Inactive', or 'Disconnected', to indicate the operational state of the device.

Created By String True

The individual or system that created the device record, providing accountability for its entry into the system.

Created Date Datetime True

The date and time when the device record was created, tracking when the device was first registered in the system.

Last Modified By String True

The individual or system that last modified the device record, offering a trace of who made changes to the record.

Last Modified Date Datetime True

The date and time of the last modification to the device record, ensuring an audit trail of updates made.

Active? Bool False

A boolean flag indicating whether the mobile device is currently active or deactivated within the system.

AppID String False

The identifier for the mobile application associated with the device, linking the device to its corresponding application.

App Deleted Date/Time Datetime False

The date and time when the application associated with the device was deleted, if applicable.

Device String False

The model or brand of the mobile device, used to specify the particular type or make of the device.

Last App Version String False

The version of the mobile application that was last installed or used on the device, helping to track app updates and compatibility.

Last Connected Date/Time Datetime False

The date and time when the device last connected to the system or network, useful for tracking device activity.

Last Device Model String False

The model of the mobile device that was last used, providing insight into device updates or changes over time.

Last OS Version String False

The last operating system version installed on the mobile device, important for managing system compatibility and updates.

Log Out Date/Time Datetime False

The date and time when the user last logged out of the device or application, used for session management.

Mobile ID String False

A unique identifier for the mobile device, often used to track and manage devices within a mobile device management system.

Push Company Alerts Disabled Bool False

A flag indicating whether push notifications for company alerts are disabled on the device, used for managing alert settings.

Push Notifications Enabled Bool False

A flag indicating whether push notifications are enabled on the mobile device, controlling the receipt of system notifications.

User String False

The user associated with the mobile device, linking the device to a specific individual or account.

Owner String False

The entity or individual who owns the mobile device, used for managing device ownership and responsibilities.

Legacy CRM Id String False

The identifier for the mobile device record in the legacy CRM system, ensuring continuity between older and newer systems.

CData Cloud

MobileObjectRequests

mobileobjectrequest__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelAccountExclusions

aln_account_exclusion_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelAccountRuleCriteria

aln_account_rule_criteria_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelAccountRules

aln_account_rule_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelAccountSearchRuleCriteria

aln_account_search_rule_criteria_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelAccountSearchRules

aln_account_search_rule_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelAccountTerritories

aln_account_territory_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelAlignSettings

aln_align_settings_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelApprovalMappings

aln_approval_mapping_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelFeedbackApprovalRuleCriteria

aln_approval_rule_criteria_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelFeedbackApprovalRules

aln_approval_rule_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelFieldForceProducts

aln_field_force_product_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelFieldForces

aln_field_force_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelFootprintGeographies

aln_footprint_geography_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelFootprints

aln_footprint_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelGeographyTerritories

aln_geography_territory_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelRosterMemberTerritories

aln_roster_member_territory_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelTerritories

aln_territory_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelTerritoryFootprints

aln_territory_footprint_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelTerritoryProducts

aln_territory_product_model__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ModelUpdates

Represents updates to predictive models or configurations within Vault CRM.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the model update record, used to reference and track the update across systems.

Model Update Type String True

The type or category of the model update, specifying the nature of the update, such as 'minor' or 'major'.

Global ID String True

A globally unique identifier for the model update record, ensuring consistency and identification across multiple systems.

Link String False

A URL or hyperlink associated with the model update record, used for linking to external resources or documentation related to the update.

Model Update Name String False

The name given to the model update, typically a descriptive title used to identify the update.

Status String False

The current status of the model update, such as 'Pending', 'In Progress', or 'Completed', indicating the stage of the update.

Created By String True

The individual or system that created the model update record, providing accountability for its entry into the system.

Created Date Datetime True

The date and time when the model update record was created, used for tracking the timeline of updates.

Last Modified By String True

The individual or system that last modified the model update record, allowing traceability of changes.

Last Modified Date Datetime True

The date and time when the model update record was last modified, ensuring an audit trail of all changes.

Share With String False

A list of individuals or systems with whom the model update has been shared, ensuring proper access control and communication.

Model Update Status String False

The specific status of the model update, indicating whether it is 'Active', 'Inactive', or another stage of completion.

URI String False

The Uniform Resource Identifier (URI) associated with the model update, used to uniquely identify and access the update in the system.

Version DateTime Datetime False

The date and time when the version of the model update was finalized or published, used to track the timing of versioning.

Owner String False

The individual or entity responsible for the model update, ensuring accountability for maintenance and management.

Legacy CRM Id String False

The identifier for the model update in the legacy CRM system, used for maintaining continuity between older and newer systems.

CData Cloud

MonitoredPhrases

Stores specific phrases that are flagged or tracked during user interactions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the monitored phrase record, used to reference and track the phrase across systems.

Monitored Phrase Type String True

The type or category of the monitored phrase, indicating the specific use case or context, such as 'Search Phrase' or 'Alert Phrase'.

Global ID String True

A globally unique identifier for the monitored phrase record, ensuring consistency and identification across multiple systems.

Link String False

A URL or hyperlink associated with the monitored phrase record, used for linking to external resources or documentation related to the phrase.

Name String True

The name assigned to the monitored phrase, typically a descriptive title used to identify the phrase within the system.

Status String False

The current status of the monitored phrase, such as 'Active', 'Inactive', or 'Under Review', indicating its state within the monitoring process.

Created By String True

The individual or system that created the monitored phrase record, ensuring accountability for its entry into the system.

Created Date Datetime True

The date and time when the monitored phrase record was created, providing context for when the phrase was introduced into the system.

Last Modified By String True

The individual or system that last modified the monitored phrase record, allowing traceability of changes made to the phrase.

Last Modified Date Datetime True

The date and time when the monitored phrase record was last modified, ensuring an audit trail of all changes to the phrase.

Match Type String False

The match type used for the monitored phrase, indicating whether the phrase is matched exactly, partially, or with a wildcard, for example.

Phrase String False

The actual text of the monitored phrase, which is the target for the monitoring and analysis process.

External ID String False

An identifier used to reference the monitored phrase in external systems or databases, ensuring continuity and integration with other tools.

Monitoring Rule String False

The rule associated with the monitored phrase, describing the conditions or parameters under which the phrase is monitored or triggered.

Legacy CRM Id String False

The identifier for the monitored phrase in the legacy CRM system, used to maintain continuity between older and newer systems.

Mobile ID String False

The identifier associated with the mobile version of the monitored phrase record, used for tracking mobile-specific instances of the phrase.

CData Cloud

MonitoredText

Captures text passages from field inputs or records that are monitored for compliance or insight.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the monitored text record, used to track and manage the specific instance within the system.

Monitored Text Type String True

The type or category of the monitored text, such as 'Keyword' or 'Phrase', which defines how the text is used in the monitoring process.

Global ID String True

A globally unique identifier for the monitored text record, ensuring the text is consistently referenced across various systems.

Link String False

A URL or hyperlink related to the monitored text, often pointing to external resources or detailed documentation associated with the text.

Monitored Text Name String True

The name given to the monitored text, typically a descriptive label used to easily identify the text within the system.

Status String True

The current status of the monitored text, such as 'Active', 'Flagged', or 'Under Review', which indicates its operational state in the monitoring system.

Created By String True

The user or system responsible for creating the monitored text record, providing accountability for the text's creation.

Created Date Datetime True

The timestamp indicating when the monitored text record was created, which helps establish the record's history in the system.

Last Modified By String True

The user or system that last modified the monitored text record, providing traceability of changes made.

Last Modified Date Datetime True

The timestamp indicating when the monitored text record was last modified, useful for tracking the most recent changes.

Category String False

The category or classification under which the monitored text falls, aiding in organizing the text within the system.

Detail Group String False

A subgroup within the category that further organizes the monitored text based on specific criteria, such as region or type.

External ID String False

An identifier used to reference the monitored text in external systems or databases, ensuring consistency across different platforms.

Is this Flagged Phrase a violation? String False

Indicates whether the flagged phrase violates predefined rules, helping identify if it needs further attention or action.

Flagged Phrase String False

The actual phrase that has been flagged for review or analysis, typically based on predefined criteria or monitoring rules.

Job Id String False

An identifier for the job or process that was responsible for the monitoring or flagging of the monitored text, linking the text to a specific job.

Monitored Date Datetime False

The date and time when the monitored text was evaluated or flagged, providing context for when the monitoring occurred.

Monitored Field String False

The specific field or area where the monitored text is located, helping define the scope of the monitoring process.

Monitored Object String False

The object or entity that the monitored text is associated with, such as a document, message, or product.

Product String False

The product associated with the monitored text, if applicable, linking the text to specific items in the product catalog.

Vault ID String False

The identifier linking the monitored text to a document or file in the document management system (Vault), enabling easy access to the full text.

Monitored Text Status String False

The status of the monitored text within the system, indicating whether it is 'Active', 'Reviewed', or 'Flagged'.

Text Last Modified Date Datetime False

The timestamp indicating when the monitored text was last updated, allowing tracking of modifications to the content.

Text String False

The actual content of the monitored text, which is subject to monitoring rules and flagging conditions.

User Profile String False

The profile of the user associated with the monitored text, typically used for tracking user activity and permissions.

Assignee String False

The individual or system responsible for handling the monitored text, such as investigating flagged phrases or taking action.

Monitoring Rule Name String False

The name of the rule applied to the monitored text, specifying the criteria used to determine if the text should be flagged.

Parent Monitored Text String False

Refers to the original or parent monitored text if the current text is a variant or derivative of a previously monitored text.

Text Created By String False

The user or system that initially created the monitored text record, ensuring accountability and traceability.

Text Last Modified By String False

The user or system that last modified the monitored text, providing clarity on who made the most recent changes.

Text Owner String False

The owner of the monitored text, often used to track responsibility for the content or management of the text record.

Owner String False

The owner or administrator responsible for the monitored text record within the system.

Is Parent? Decimal True

Indicates whether the monitored text is a parent record, used to organize relationships between original and derivative texts.

Vault Link ID String True

A reference identifier for linking the monitored text to related files or documents within the document management system (Vault).

Legacy CRM Id String False

The identifier for the monitored text in the legacy CRM system, providing a link to older system records for historical reference.

User Country String False

The country of the user associated with the monitored text, used for tracking regional-specific activity or content.

Lifecycle String True

The current lifecycle stage of the monitored text, indicating its phase in the overall content lifecycle (for example, draft, approved, or archived).

Lifecycle State String True

The specific state within the lifecycle of the monitored text, such as 'In Review', 'Published', or 'Retired'.

Lifecycle State Stage ID String True

The unique identifier for the current stage in the lifecycle state of the monitored text, helping to track its progression.

Lifecycle Stage String True

The broader phase in the lifecycle of the monitored text, such as 'Draft', 'Review', or 'Final'.

Security Profile String False

The security profile associated with the monitored text, ensuring that only authorized users have access to or can modify the text.

Application Profile String False

The application profile associated with the monitored text, which may define the context or platform where the text is used.

CData Cloud

MonitoringRules

Defines rules for monitoring specific actions, text, or behavior in CRM.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the monitoring rule, used to track and reference the rule across systems.

Monitoring Rule Type String True

The type of monitoring rule, such as 'Keyword', 'Phrase', or 'Custom', which defines the nature of the content being monitored.

Global ID String True

A globally unique identifier for the monitoring rule, ensuring it is consistently referenced across various systems and platforms.

Link String False

A URL or hyperlink related to the monitoring rule, typically pointing to more information or associated documentation.

Monitoring Rule Name String False

The name given to the monitoring rule, typically a descriptive label used to easily identify the rule within the system.

Status String False

The current status of the monitoring rule, such as 'Active', 'Inactive', or 'Under Review', which indicates its operational state.

Created By String True

The user or system responsible for creating the monitoring rule, providing accountability for the rule's creation.

Created Date Datetime True

The timestamp indicating when the monitoring rule was created, helping establish the rule's history and context.

Last Modified By String True

The user or system that last modified the monitoring rule, allowing for traceability of changes made to the rule.

Last Modified Date Datetime True

The timestamp indicating when the monitoring rule was last modified, providing insight into the most recent updates.

Category String False

The category under which the monitoring rule falls, used for organizing and classifying rules based on their function or purpose.

End Date Date False

The date when the monitoring rule is scheduled to end or expire, determining the rule's validity period.

External ID String False

An identifier used to reference the monitoring rule in external systems or databases, ensuring consistency across platforms.

Field Set String False

A set of fields or attributes associated with the monitoring rule, defining which parts of the data are monitored by the rule.

Start Date Date False

The date when the monitoring rule becomes active or starts being applied, marking the beginning of its monitoring period.

Detail Group String False

A subgroup within the category that further organizes the monitoring rule, often based on specific criteria like region or department.

Product String False

The product associated with the monitoring rule, linking the rule to specific products or product lines for targeted monitoring.

Owner String False

The owner or administrator responsible for the monitoring rule within the system, ensuring the rule is properly managed and maintained.

Legacy CRM Id String False

The identifier for the monitoring rule in the legacy CRM system, allowing for historical reference and tracking across systems.

User Country String False

The country associated with the user or entity that created or is responsible for the monitoring rule, providing geographic context.

Restricted Platforms String False

The platforms or systems where the monitoring rule is restricted or not applicable, helping define the rule's scope and limitations.

Mobile ID String False

An identifier associated with the mobile system or platform that the monitoring rule is intended to monitor or enforce, if applicable.

Trigger Timestamp Datetime False

The timestamp indicating when the monitoring rule was triggered, used to track the exact moment the rule was applied or initiated.

CData Cloud

MultichannelActivities

Logs marketing or sales interactions across multiple channels.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for each multichannel activity, used for tracking and referencing the activity across the system.

Multichannel Activity Type String True

The type of multichannel activity, such as 'Webinar', 'Event', or 'Meeting', which categorizes the activity.

Global ID String True

A globally unique identifier for the multichannel activity, ensuring consistency across systems and platforms.

Link String False

A URL or hyperlink associated with the multichannel activity, typically linking to more details or related resources.

Multichannel Activity Name String True

The name of the multichannel activity, typically used to identify the activity within the system.

Status String False

The current status of the multichannel activity, such as 'Active', 'Inactive', 'Completed', or 'Scheduled'.

Created By String True

The user or system responsible for creating the multichannel activity, providing accountability for the activity's creation.

Created Date Datetime True

The timestamp indicating when the multichannel activity was created, helping establish the activity's history and context.

Last Modified By String True

The user or system that last modified the multichannel activity, allowing traceability of any changes made to the activity.

Last Modified Date Datetime True

The timestamp indicating when the multichannel activity was last modified, providing insight into the most recent updates.

CLM Location Latitude Double False

The geographic latitude coordinate of the location where the multichannel activity took place, used for mapping and location-based analysis.

CLM Location Longitude Double False

The geographic longitude coordinate of the location where the multichannel activity took place, used for mapping and location-based analysis.

CLM Location Services Status String False

The status of the location services for the multichannel activity, indicating whether the location data was successfully captured or not.

City String False

The city where the multichannel activity took place, used for regional classification and analysis.

Client Name String False

The name of the client associated with the multichannel activity, helping to link the activity to a specific client.

Client OS String False

The operating system of the client device used during the activity, such as 'iOS', 'Android', or 'Windows', for tracking device compatibility.

Client Type String False

The type of client device used, such as 'Mobile', 'Tablet', or 'Desktop', helping to understand the device used for participation.

Color String False

The color associated with the multichannel activity, typically used for visual categorization or branding purposes.

Country String False

The country where the multichannel activity occurred or where the client is based, providing geographical context.

Debug? Bool False

Indicates whether debugging is enabled for the multichannel activity, helping identify issues or collect additional data during testing.

Device String False

The type of device used to participate in the multichannel activity, such as 'Smartphone', 'Laptop', or 'Tablet'.

IP Address String False

The IP address from which the multichannel activity was accessed, often used for troubleshooting or geographical analysis.

Icon String False

An icon representing the multichannel activity, often used in user interfaces for visual identification.

MCD Primary Key String False

A primary key associated with the multichannel activity in the MCD system, used for database integrity and referencing.

Preview Session Bool False

Indicates whether the session is a preview session, typically used for testing or demonstration purposes before the main event.

Mobile ID String False

An identifier for the mobile device used to participate in the multichannel activity, helpful for tracking device-specific interactions.

Record Type Name String False

The type of record associated with the multichannel activity, used for classification within the system.

Referring Site String False

The site or platform where the multichannel activity was referred from, providing insight into traffic sources.

Region String False

The region where the multichannel activity took place, typically used for regional classification and analysis.

Call Session Bool False

Indicates whether the multichannel activity is associated with a call session, such as a conference call or a webinar session.

Sent Message External Id String False

An external identifier for a message sent during the multichannel activity, used for tracking or reference in external systems.

Session Id String False

A unique identifier for the session in which the multichannel activity took place, helping to track specific interactions.

Start DateTime Datetime False

The date and time when the multichannel activity started, marking the beginning of the session.

Territory String False

The geographic territory associated with the multichannel activity, often used for region-specific data analysis.

Total Duration Decimal False

The total duration of the multichannel activity, measured in minutes or hours, indicating how long the activity lasted.

Training Bool False

Indicates whether the multichannel activity was a training session, helping to categorize activities based on their purpose.

URL String False

The URL associated with the multichannel activity, often linking to an event page or the main content of the session.

User Agent String False

The user agent string identifying the client's software and hardware configuration during the multichannel activity.

Veeva External Id String False

The external identifier for the multichannel activity in the Veeva system, ensuring cross-platform compatibility and consistency.

Viewport Height Decimal False

The height of the viewport (visible area) during the multichannel activity, used for screen size and layout considerations.

Viewport Width Decimal False

The width of the viewport (visible area) during the multichannel activity, used for screen size and layout considerations.

Account External ID Map String False

An external identifier mapping for the account associated with the multichannel activity, used for integration with other systems.

Account String False

The account associated with the multichannel activity, used for linking the activity to a specific client or organization.

Call String False

The call identifier related to the multichannel activity, typically used for tracking or managing conference calls or webinars.

Detail Group String False

A subgroup within the multichannel activity, used to categorize or group specific details related to the activity.

EM Event String False

The event identifier for the multichannel activity within the Event Management (EM) system, used for event tracking.

Medical Event String False

The medical event identifier associated with the multichannel activity, often used for compliance or regulatory purposes.

Parent Multichannel Activity String False

The identifier for the parent multichannel activity, if this activity is part of a larger event or campaign.

Organizer String False

The organizer of the multichannel activity, such as the name of the person or organization managing the event.

Product String False

The product associated with the multichannel activity, often used for product-specific marketing or event tracking.

Sent Email String False

The email address associated with the sent message during the multichannel activity, used for tracking communication.

Sent Message String False

The content of the message sent during the multichannel activity, used for tracking and referencing specific communication.

Site String False

The site or platform where the multichannel activity took place, providing context for the activity's location.

Owner String False

The user or organization responsible for the multichannel activity, ensuring accountability and management of the event.

Legacy CRM Id String False

The identifier for the multichannel activity in the legacy CRM system, used for historical reference and integration purposes.

Event Attendee String False

The attendee identifier for individuals who participated in the event, often used for tracking participation.

Account Country String False

The country associated with the account participating in the multichannel activity, providing geographic context.

User Country String False

The country associated with the user participating in the multichannel activity, used for segmentation and analysis.

Remote CLM ID String False

The identifier for the remote Closed Loop Marketing (CLM) system session, used for tracking remote activity.

Remote CLM Participant URL String False

The URL for the remote CLM participant's page, used to link to the participant's interaction in a remote CLM session.

Remote CLM Presenter URL String False

The URL for the remote CLM presenter's page, used to link to the presenter's interaction in a remote CLM session.

Remote CLM UUID String False

A unique identifier for the remote CLM session, ensuring proper tracking and management of remote interactions.

CData Cloud

MultichannelActivityLines

Details individual line items or interactions within a multichannel activity.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for each multichannel activity line, used to track and reference the specific activity within the system.

Multichannel Activity Line Type String True

The type of multichannel activity line, such as 'Webinar', 'Meeting', or 'Call', used to categorize the activity.

Global ID String True

A globally unique identifier for the multichannel activity line, ensuring consistency across systems and platforms.

Link String False

A URL or hyperlink associated with the multichannel activity line, providing a direct link to related resources or more details.

Multichannel Activity Line Name String True

The name of the multichannel activity line, typically used to identify the line within the system.

Status String False

The current status of the multichannel activity line, such as 'Active', 'Completed', or 'Scheduled', indicating its state.

Created By String True

The user or system that created the multichannel activity line, providing accountability for its creation.

Created Date Datetime True

The timestamp indicating when the multichannel activity line was created, marking the beginning of the activity.

Last Modified By String True

The user or system that last modified the multichannel activity line, ensuring traceability of any changes made.

Last Modified Date Datetime True

The timestamp indicating when the multichannel activity line was last modified, reflecting the most recent changes.

Custom Bool False

Indicates whether the multichannel activity line is custom, meaning it was created with specific settings or requirements outside the standard.

DateTime Datetime False

The date and time associated with the multichannel activity line, marking when the activity occurred or was scheduled.

Debug? Bool False

Indicates whether debugging is enabled for the multichannel activity line, typically used for troubleshooting or testing purposes.

Detail Group VExternal Id String False

The external identifier for the detail group associated with the multichannel activity line, linking it to a specific group.

Duration Decimal False

The duration of the multichannel activity line, typically measured in minutes or hours, indicating how long the activity lasted.

Entity Reference KM ID String False

The knowledge management identifier associated with the entity referenced in the multichannel activity line, used for tracking related information.

Event Subtype String False

The subtype of the event within the multichannel activity line, providing more granular categorization of the event.

Share Channel String False

The channel through which the multichannel activity line is shared, such as 'Email', 'Social Media', or 'Web'.

Event Type String False

The type of event within the multichannel activity line, used for categorizing the event, such as 'Webinar', 'Call', or 'Meeting'.

Key Message VExternal Id String False

The external identifier for the key message associated with the multichannel activity line, used for linking the message to external systems.

Key Message Version String False

The version of the key message associated with the multichannel activity line, used to track updates or changes to the message.

Mobile ID String False

The identifier for the mobile device used during the multichannel activity line, helping track interactions on mobile platforms.

Asset VExternal ID String False

The external identifier for the content asset associated with the multichannel activity line, used for linking the content to external systems.

Asset Version String False

The version of the content asset associated with the multichannel activity line, used to track updates to the asset.

Page List String False

A list of pages associated with the multichannel activity line, typically referring to the pages of a document or presentation involved.

Product VExternal Id String False

The external identifier for the product associated with the multichannel activity line, used for linking the product to external systems.

Reaction String False

The reaction or feedback from the participants in the multichannel activity line, used for tracking engagement or sentiment.

Record Type Name String False

The type of record associated with the multichannel activity line, used to categorize it within the system.

Segment String False

The segment associated with the multichannel activity line, used to categorize or group the activity based on specific criteria.

Total Pages in Document Decimal False

The total number of pages in the document associated with the multichannel activity line, used for content tracking.

Total Pages Viewed Decimal False

The total number of pages in the document that were viewed during the multichannel activity line, used for engagement analysis.

User Input String False

The input provided by the user during the multichannel activity line, typically used to capture feedback or responses.

Veeva External Id String False

The external identifier for the multichannel activity line in the Veeva system, ensuring cross-platform consistency.

Last Viewed Time on Video Decimal False

The timestamp or duration when the video associated with the multichannel activity line was last viewed.

Length of Video Decimal False

The total length of the video associated with the multichannel activity line, typically measured in seconds or minutes.

Total Time spent watching Video Decimal False

The total time spent by the user watching the video during the multichannel activity line.

View Order Decimal False

The order in which the views of the multichannel activity line are displayed or organized.

CLM Presentation String False

The closed-loop marketing presentation associated with the multichannel activity line, used for tracking presentations.

Call String False

The identifier for the call session related to the multichannel activity line, typically used for conference calls or webinars.

Detail Group String False

The group of details associated with the multichannel activity line, used for organizing information in a structured way.

Key Message String False

The key message associated with the multichannel activity line, typically referring to the main content or communication delivered.

Medical Event String False

The medical event associated with the multichannel activity line, used for compliance or regulatory tracking.

Multichannel Activity String False

The identifier for the multichannel activity associated with the line, linking it to the broader campaign or event.

Multichannel Content String False

The content associated with the multichannel activity line, typically referring to media, documents, or other resources involved.

Product String False

The product associated with the multichannel activity line, used for product-specific tracking or analysis.

Sent Email String False

The email address to which messages related to the multichannel activity line were sent, used for communication tracking.

Legacy CRM Id String False

The identifier for the multichannel activity line in the legacy CRM system, used for historical reference and integration.

Multichannel Content Asset String False

The content asset related to the multichannel activity line, used for tracking and managing digital content.

CData Cloud

MultichannelConsents

Stores consent preferences from customers across marketing and communication channels.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the multichannel consent record, used for tracking and referencing it within the system.

Multichannel Consent Type String True

The type of consent for multichannel activities, used to categorize the consent (for example, 'Email Consent' or 'SMS Consent').

Global ID String True

A globally unique identifier for the multichannel consent, ensuring consistency and reference across systems.

Link String False

A URL or hyperlink associated with the multichannel consent, typically linking to external resources or more detailed information.

Opt Number String True

The identification number associated with the consent, often used to reference the specific consent record in communications.

Status String False

The current status of the multichannel consent, such as 'Active', 'Expired', or 'Pending', reflecting the state of the consent.

Created By String True

The user or system that created the multichannel consent record, providing accountability for its creation.

Created Date Datetime True

The timestamp indicating when the multichannel consent was created, marking its initiation.

Last Modified By String True

The user or system that last modified the multichannel consent record, ensuring traceability of changes.

Last Modified Date Datetime True

The timestamp indicating when the multichannel consent record was last modified, reflecting the most recent update.

Activity Tracking Consent String False

Indicates whether consent was provided to track activity associated with the user.

Capture Datetime Datetime False

The date and time when the consent was captured or recorded, ensuring accurate tracking of consent timing.

Channel Source String False

The source of the consent, such as 'Email', 'SMS', or 'Web', indicating the platform through which the consent was obtained.

Channel Value String False

The value or identifier associated with the channel source, providing more specific information about the channel used.

Consent Confirm Datetime Datetime False

The timestamp when the consent was confirmed by the user, marking the exact moment consent was granted.

External ID String False

The external identifier associated with the consent record, used for integration with other systems or platforms.

Signature Captured Share Link Bool False

Indicates whether the signature was captured using a shared link, often used for digital signing purposes.

Signature Captured QR Code Bool False

Indicates whether the signature was captured using a QR code, typically used in mobile or remote consent scenarios.

Last Device String False

The type of device used to capture the consent, such as 'Smartphone', 'Tablet', or 'Desktop'.

Mobile ID String False

The identifier for the mobile device used by the user during the consent process, helping track mobile interactions.

Expiration Date Date False

The date when the consent expires, after which it is no longer valid or active.

Opt Out Disclaimer Text String False

The text of the disclaimer provided to users who opt out, ensuring they are informed of the consequences of opting out.

Opt Type String False

The type of opt-in or opt-out action taken by the user, such as 'Opt-In' or 'Opt-Out'.

Event Type String False

The type of event associated with the opt-out action, providing context for the reason or trigger of the opt-out.

Receipt Email String False

The email address used to send the receipt confirming the consent action, providing a record to the user.

Receipt Sent Email Transaction Id String False

The transaction ID associated with the sent receipt email, used for tracking and reference.

Related Transaction Id String False

The identifier for the related transaction associated with the consent, used to link the consent record with other transactions.

Sample Consent Template Data String False

The data used in the consent template, often including the text and formatting used in the consent process.

Signature Datetime Datetime False

The timestamp when the user's signature was captured, marking the time at which the consent was completed.

Paper Consent ID String False

The identifier associated with the paper-based consent, used when the consent process is done offline or in physical form.

Signature Data String False

The actual signature data captured during the consent process, typically stored digitally for verification purposes.

Sub Channel Key String False

A key used to identify a sub-channel within the larger channel, helping to categorize consent actions in more granular detail.

Union ID String False

A unique identifier used to group multiple consent records or users across different channels or systems.

User Last Notified Datetime False

The timestamp indicating when the user was last notified about the consent status or updates, ensuring communication history is tracked.

Account String False

The account associated with the multichannel consent, used for linking the consent to a specific customer or entity.

Consent Header String False

The header text of the consent, typically providing introductory or overview information about the consent.

Consent Line String False

The line or section of the consent document that contains the key consent statement or user agreement.

Consent Type String False

The specific type of consent being granted, such as 'Data Consent', 'Marketing Consent', or 'Privacy Consent'.

Content Type String False

The type of content related to the consent, such as 'Marketing Material', 'Service Agreement', or 'Product Information'.

Detail Group String False

The group or category of details associated with the consent, used for organizational purposes within the system.

Product String False

The product associated with the consent, linking the user's consent to a specific product or service.

Receipt Sent Email String False

The email address to which the receipt confirming the consent was sent, typically used for confirmation purposes.

Sample Consent Template String False

The template used for the consent process, often containing the pre-defined text and structure for obtaining consent.

Sent Email String False

The email address to which communication related to the consent was sent, used for notification or confirmation purposes.

Legacy CRM Id String False

The identifier for the multichannel consent record in the legacy CRM system, ensuring reference continuity across platforms.

Disclaimer Text String False

The text of the disclaimer associated with the consent, used to inform the user of terms and conditions before consent is granted.

Consent Text String False

The text of the consent provided to the user, outlining the specifics of the consent being granted.

CData Cloud

MultichannelContent

Manages content used across multiple marketing or engagement channels.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the multichannel content record, used for tracking and referencing the content within the system.

Multichannel Content Type String True

The type of multichannel content, such as 'Video', 'Article', or 'Image', categorizing the type of content in the system.

Global ID String True

A globally unique identifier for the multichannel content, ensuring consistency and reference across systems.

Link String False

A URL or hyperlink associated with the multichannel content, typically linking to external resources or more detailed information.

Multichannel Content Name String False

The name or title given to the multichannel content, providing a human-readable identifier for the content.

Status String False

The current status of the multichannel content, such as 'Active', 'Expired', or 'Pending', reflecting its state in the system.

Created By String True

The user or system that created the multichannel content record, ensuring accountability for its creation.

Created Date Datetime True

The timestamp indicating when the multichannel content was created, marking its initiation.

Last Modified By String True

The user or system that last modified the multichannel content record, ensuring traceability of changes.

Last Modified Date Datetime True

The timestamp indicating when the multichannel content was last modified, reflecting the most recent update.

Check Consent String False

Indicates whether consent has been obtained for using the multichannel content, used for compliance and regulatory purposes.

Allow Cobrowse Bool False

Indicates whether cobrowsing is enabled for the content, allowing users to interact with content in real-time with others.

Description String False

A detailed description of the multichannel content, explaining its purpose, context, or any other relevant information.

Display Order Decimal False

The order in which the multichannel content is displayed within a list or interface, used for organizing content logically.

Expired Bool False

Indicates whether the multichannel content has expired, signaling that it is no longer valid or should be removed from active use.

Presentation Id String False

The identifier for the presentation associated with the multichannel content, linking the content to a specific presentation or event.

Veeva External Id String False

The external identifier associated with the content in the Veeva system, used for integration and cross-system reference.

Vault DNS String False

The DNS name for the Vault system where the multichannel content is stored, helping to locate the content in the cloud or server environment.

Vault Doc Id String False

The identifier for the document within the Vault system, used to uniquely reference the document.

Vault External Id String False

The external identifier for the document in the Vault system, used for integration and cross-system reference.

Vault GUID String False

The globally unique identifier (GUID) for the document in the Vault system, ensuring its uniqueness and consistency across systems.

Detail Group String False

The group or category associated with the content, used for organizational purposes and easier management of content types.

Product String False

The product associated with the multichannel content, linking the content to a specific product or service for relevance.

Owner String False

The user or system that owns the multichannel content, providing accountability for its management and use.

Legacy CRM Id String False

The identifier for the multichannel content in the legacy CRM system, ensuring reference continuity across platforms.

Language String False

The language in which the multichannel content is presented, ensuring that it is correctly localized for the intended audience.

CData Cloud

MultichannelContentAssets

Tracks multimedia or digital assets linked to multichannel content.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the multichannel content asset, used to track and reference the asset within the system.

Multichannel Content Asset Type String True

The type of multichannel content asset, such as 'Video', 'Image', or 'Text', categorizing the asset for organizational purposes.

Global ID String True

A globally unique identifier for the multichannel content asset, ensuring consistency and cross-system reference.

Link String False

A URL or hyperlink that is associated with the multichannel content asset, providing a path to access or reference the content externally.

Multichannel Content Asset Name String False

The name or title assigned to the multichannel content asset, providing an easily recognizable identifier for users.

Status String False

The current status of the multichannel content asset, such as 'Active', 'Inactive', or 'Expired', indicating its availability for use.

Created By String True

The user or system that created the multichannel content asset record, ensuring traceability of its origin.

Created Date Datetime True

The timestamp when the multichannel content asset was created, marking its initiation within the system.

Last Modified By String True

The user or system that last modified the multichannel content asset record, ensuring accountability for changes.

Last Modified Date Datetime True

The timestamp of the last modification made to the multichannel content asset, indicating when the asset was last updated.

Description String False

A detailed description of the multichannel content asset, providing context, purpose, and relevant details about the asset.

Display Order Decimal False

The order in which the multichannel content asset is displayed within lists or interfaces, used for sorting and organizing assets logically.

External URL String False

A URL pointing to an external resource or location where the multichannel content asset is hosted or referenced.

HTML File Name String False

The name of the HTML file associated with the content asset, used for referencing the file in a web or digital environment.

HTML Height Decimal False

The height of the HTML component associated with the multichannel content asset, used for defining layout and design specifications.

HTML Width Decimal False

The width of the HTML component associated with the multichannel content asset, helping to define its size and layout.

Media File Name String False

The name of the media file (such as a video or image) associated with the multichannel content asset.

Media Type String False

The type of media file associated with the multichannel content asset, such as 'image', 'video', or 'audio'.

Multichannel Content Asset Status String False

The current status of the multichannel content asset in terms of its content availability, such as 'Published', 'Draft', or 'Archived'.

Veeva External Id String False

The external identifier for the multichannel content asset in the Veeva system, ensuring cross-system reference and integration.

Vault DNS String False

The DNS name of the Vault system where the multichannel content asset is stored, used to locate the content within the cloud or server environment.

Vault Doc Id String False

The unique identifier for the document within the Vault system, referencing the specific document associated with the content asset.

Vault External Id String False

The external identifier for the document in the Vault system, enabling integration and cross-system referencing of the content asset.

Vault GUID String False

The globally unique identifier (GUID) for the document in the Vault system, ensuring its uniqueness and consistency across systems.

Vault Last Modified Date Time Datetime False

The timestamp of the last modification made to the document in the Vault system, tracking updates and changes.

Version String False

The version number or identifier associated with the multichannel content asset, allowing users to track revisions and updates.

Detail Group String False

The category or group associated with the multichannel content asset, used for organizing assets based on shared characteristics or themes.

Key Message String False

The key message or takeaway associated with the multichannel content asset, highlighting the primary focus or purpose of the asset.

Multichannel Content String False

The content or media associated with the asset, providing the actual information, message, or media content to be shared or displayed.

Product String False

The product associated with the multichannel content asset, linking the asset to a specific product or service for relevance.

Legacy CRM Id String False

The identifier for the multichannel content asset in the legacy CRM system, ensuring reference continuity across platforms.

Language String False

The language in which the multichannel content asset is presented, ensuring it is localized for the intended audience.

CData Cloud

MultichannelMessages

Logs messages delivered via email, SMS, or other channels.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the multichannel message, used to track and reference the message within the system.

Multichannel Message Type String True

The type of multichannel message, such as 'Email', 'SMS', or 'Push Notification', categorizing the message for organizational purposes.

Global ID String True

A globally unique identifier for the multichannel message, ensuring consistency and cross-system reference.

Link String False

A URL or hyperlink associated with the multichannel message, providing access to the content or additional details.

Multichannel Message Name String False

The name or title assigned to the multichannel message, providing an easily recognizable identifier for users.

Status String False

The current status of the multichannel message, such as 'Active', 'Inactive', or 'Pending', indicating its availability for use.

Created By String True

The user or system that created the multichannel message record, ensuring traceability of its origin.

Created Date Datetime True

The timestamp when the multichannel message was created, marking its initiation within the system.

Last Modified By String True

The user or system that last modified the multichannel message record, ensuring accountability for changes.

Last Modified Date Datetime True

The timestamp of the last modification made to the multichannel message, indicating when it was last updated.

Event Attendee Status String False

The status of the event attendee in relation to the multichannel message, such as 'Registered', 'Attended', or 'Not Attended'.

MC Activity RecordType String False

The record type of the associated multichannel activity, such as 'Email Campaign' or 'Push Notification'.

Message Identifier String False

A unique identifier for the specific message within the system, used to track and reference the message.

Owner String False

The user or system that owns the multichannel message, typically the creator or the responsible party.

Legacy CRM Id String False

The identifier for the multichannel message in the legacy CRM system, ensuring continuity and cross-system reference.

Language String False

The language in which the multichannel message is presented, ensuring localization and appropriate audience targeting.

HTML Message String False

The HTML content of the message, which may include text, images, and links formatted for display in email or web-based environments.

Consent Confirmation HTML String False

The HTML content used to confirm the recipient's consent, typically displayed after an action such as subscription or opt-in.

CData Cloud

MultichannelSettings

Configuration settings related to multichannel communication rules and templates.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the record, used to track and reference the entry in the system.

Global ID String True

A globally unique identifier for the record, ensuring consistent identification across different systems and platforms.

Link String False

A URL or hyperlink that provides access to the record or relevant resource, facilitating external navigation.

Name String False

The name or title of the record, which serves as an easily recognizable label for the user.

Status String False

The current status of the record, such as 'Active', 'Inactive', or 'Pending', indicating its availability or processing state.

Created By String True

The user or system that initially created the record, ensuring traceability of the record's origin.

Created Date Datetime True

The timestamp when the record was created, indicating its entry date into the system.

Last Modified By String True

The user or system that last modified the record, ensuring accountability for changes.

Last Modified Date Datetime True

The timestamp of the last modification made to the record, reflecting the most recent update.

Access CLM from Online Call Bool False

Indicates whether the record allows access to Closed Loop Marketing (CLM) from online calls, enabling enhanced functionality.

Allow Insecure Local File Access Bool False

Specifies whether the record permits insecure local file access, a security setting for managing file accessibility.

CLM Content Search Decimal False

Indicates the availability or configuration for content search within CLM, enabling users to quickly find relevant marketing materials.

CLM Explicit Opt In Bool False

Indicates whether the record requires explicit user consent (opt-in) for participating in CLM activities.

CLM FILTER FIELDS String False

Specifies the fields used to filter content within CLM, enabling customization of content views based on certain criteria.

CLM Laser Pointer Bool False

Enables the use of a laser pointer feature during CLM presentations for enhanced interactivity.

CLM No Consent Behavior Decimal False

Defines the behavior when no consent is provided in the CLM system, helping to manage compliance and user preferences.

CoBrowse Default Call RecordType String False

Specifies the default call record type for CoBrowse sessions, allowing users to set standard types for call records in CoBrowse activities.

ContentNote Batch Size Decimal False

Defines the batch size for processing content notes, optimizing system performance when handling large volumes of data.

Custom Presentation Management Decimal False

Indicates the level of custom presentation management available, allowing users to tailor presentation features to their needs.

Default Directory String False

Specifies the default directory path for storing files and content within the system, ensuring proper file organization.

Enable CLM from Orders Decimal False

Enables the ability to trigger CLM activities directly from orders, streamlining the integration between order processing and marketing efforts.

Enhanced Sub Presentations Decimal False

Enables enhanced capabilities for sub-presentations, improving the flexibility and depth of content within presentations.

Hide CLM Thumbnails In All Dir View Bool False

Hides CLM content thumbnails in all directory views, offering a cleaner and more streamlined user interface.

MCCP Disable Call Widget String False

Disables the call widget feature within Multichannel Campaign Planning (MCCP), preventing users from initiating calls through the interface.

MCCP Enable Actions from My Plan String False

Enables the ability to take actions directly from the 'My Plan' section in MCCP, enhancing user control over planned campaigns.

MCCP Enable Detail Priority Decimal False

Activates the ability to prioritize detailed information within MCCP, aiding in more focused campaign management.

MCCP Enable Goals Remaining Decimal False

Enables the display and tracking of remaining goals in MCCP, providing clarity on progress towards campaign objectives.

MCCP Fields in MySchedule Pop-Up String False

Specifies the fields displayed in the 'MySchedule' pop-up within MCCP, customizing the information available in scheduling views.

MCCP Send to Scheduler Type Decimal False

Defines the type of scheduling system used when sending data to the scheduler, ensuring proper integration with planning tools.

Media Search Decimal False

Enables the ability to search for media content within the system, helping users locate relevant materials quickly.

Medical Inquiry Overlay Decimal False

Indicates whether a medical inquiry overlay is enabled, allowing additional medical-related content to be displayed during interactions.

Remote Meeting Default Call RecordType String False

Specifies the default call record type for remote meetings, ensuring consistency in meeting documentation.

Select CLM Call Record Type Bool False

Allows users to select the CLM call record type, providing flexibility in documenting interactions.

Swipe Sensitivity Decimal False

Defines the sensitivity level for swipe actions in the system, adjusting the responsiveness to user input.

Track CLM Media Preview Decimal False

Tracks media previews within CLM, helping users monitor how media content is interacted with during presentations.

Setup Owner ID String False

The ID of the user responsible for setting up the configuration or content within the system, ensuring accountability.

Security Profile String False

Defines the security profile associated with the record, ensuring appropriate access control and data protection.

Legacy CRM Id String False

The identifier for the record in the legacy Customer Relationship Management (CRM) system, facilitating migration or integration with older CRM platforms.

Approved WeChat base URL String False

Specifies the base URL for the approved WeChat integration, enabling seamless communication through the platform.

Content Document Batch Size Decimal False

Sets the batch size for processing content documents, improving the efficiency of content handling in large volumes.

Cycle Plan Target Merge Decimal False

Enables merging of cycle plan targets, optimizing how targets are grouped or combined for better tracking and analysis.

Department Class Type String False

Defines the department classification type used in the system, organizing content and data by departmental structure.

Disable JSSDK Decimal False

Disables the JavaScript Software Development Kit (JSSDK) functionality, preventing certain interactive features from being used.

Enable Approved WeChat Decimal False

Enables the integration of approved WeChat functionality, allowing communication and interactions through the platform.

Enable Content Forward Decimal False

Activates the ability to forward content, enabling users to share marketing or communication materials.

Enable Manager Territory Decimal False

Enables the territory management functionality for managers, ensuring that they can oversee and control the distribution of resources.

Feedback List Fields String False

Defines the fields displayed in the feedback list, customizing how feedback is shown to users.

List View Length Limit String False

Specifies the maximum length for list views, limiting the number of entries shown for better navigation and performance.

Message Limitation String False

Sets the limit for messages, controlling how much content can be included in a message.

New Territory Cache Decimal False

Activates the cache for new territories, improving performance by storing and accessing territory data efficiently.

Product Content Recipient Field String False

Defines the fields used for product content recipient information, ensuring proper targeting of marketing materials.

Professional Record Type String False

Specifies the professional record type associated with the content or activity, categorizing interactions based on professional classification.

QR Code Based URL String False

Generates a URL based on QR code data, allowing users to access content through scanned QR codes.

Report Display Field String False

Defines the fields displayed in reports, allowing users to customize the data they see in reporting views.

Template Display Field String False

Specifies the fields shown in template views, customizing how templates are presented to users.

WeChat CRM base URL String False

Specifies the base URL for the WeChat CRM integration, linking the system to WeChat's CRM platform.

Application Profile String False

Defines the application profile associated with the record, specifying the configuration settings for the application.

CData Cloud

MyInsightsData

Stores analytics and reporting data for MyInsights dashboards.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the record, used to track and reference the entry in the system.

MyInsights Data Type String True

Specifies the type of data being managed within MyInsights, helping categorize the data for relevant processing and usage.

Global ID String True

A globally unique identifier for the record, ensuring consistent identification across different systems and platforms.

Link String False

A URL or hyperlink that provides access to the record or related resources, enabling external navigation or reference.

MyInsights_Data String True

The name or title of the MyInsights data, providing a label that identifies and describes the content or purpose of the data.

Status String False

The current status of the record, such as 'Active', 'Inactive', or 'Pending', indicating its processing or availability state.

Created By String True

The user or system that initially created the record, ensuring traceability of its origin.

Created Date Datetime True

The timestamp when the record was created, indicating when it was entered into the system.

Last Modified By String True

The user or system that last modified the record, ensuring accountability for changes made to the record.

Last Modified Date Datetime True

The timestamp of the last modification made to the record, reflecting the most recent update.

Mobile ID String False

A unique identifier for the mobile device associated with the record, helping to track data usage or access on mobile platforms.

Created In String False

Specifies the location or environment (such as a specific HTML report) where the data was originally created, providing context for the record's source.

MyInsights Modified By String False

The user or system that last modified the MyInsights data, ensuring accountability for updates within the MyInsights platform.

Owner String False

The ID of the user or group who owns the record, ensuring accountability and access control.

Legacy CRM Id String False

The identifier for the record in the legacy CRM system, facilitating migration or integration with older CRM platforms.

CData Cloud

MySetupProducts

Captures user-specific product configurations for quick setup and targeting.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the record, used to track and reference the entry within the system.

Global ID String True

A globally unique identifier assigned to the record, ensuring consistency and easy reference across different systems.

Link String False

A URL or hyperlink that provides access to the record or related content, facilitating external navigation.

My Setup Products Name String False

The name of the product associated with this setup, helping to identify the product in context.

Status String False

The current status of the setup product, such as 'Active', 'Inactive', or 'Pending', reflecting its state.

Created By String True

The user or system that initially created the record, allowing tracking of the origin of the setup.

Created Date Datetime True

The timestamp when the record was created, indicating when it was entered into the system.

Last Modified By String True

The user or system responsible for the last modification made to the record, ensuring accountability for changes.

Last Modified Date Datetime True

The timestamp of the most recent modification to the record, providing an audit trail of updates.

Favorite Bool False

A boolean value indicating whether the product is marked as a favorite, offering quick access or priority.

Master Align Key String False

A key used to align the product setup with other records, facilitating integration and consistency across related data.

Product String False

The specific product associated with this setup, identifying the item being managed or tracked.

Owner String False

The user or entity responsible for managing or overseeing the product setup, ensuring accountability.

Legacy CRM Id String False

The identifier for the record in the legacy CRM system, aiding in migration or integration with older systems.

CData Cloud

NetworkMappings

Defines relationships between Vault CRM and external network entities such as healthcare systems.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the record, used to track and reference the entry within the system.

Global ID String True

A globally unique identifier assigned to the record, ensuring consistency and easy reference across different systems.

Link String False

A URL or hyperlink that provides access to the record or related content, facilitating external navigation.

Mapping Name String False

The name of the mapping, used to identify the specific configuration or setup associated with this record.

Status String False

The current status of the mapping, such as 'Active', 'Inactive', or 'Pending', reflecting its operational state.

Created By String True

The user or system that initially created the record, helping to trace the origin of the mapping setup.

Created Date Datetime True

The timestamp when the record was created, providing a historical reference for when the mapping was first entered into the system.

Last Modified By String True

The user or system responsible for the most recent modification to the record, indicating accountability for changes.

Last Modified Date Datetime True

The timestamp of the most recent modification to the record, allowing for an audit trail of updates.

Active Bool False

A boolean value indicating whether the mapping is currently active or inactive, dictating its use within the system.

Country String False

The country associated with the mapping, specifying the geographical scope or relevance of the record.

Description String False

A textual description providing additional details or context about the mapping, helping users understand its purpose.

External ID String False

An external identifier for the record, used to correlate this mapping with external systems or databases.

Last Used Datetime Datetime False

The timestamp when the mapping was last used, offering insight into its recent activity or relevance.

Unique Key String False

A unique key that distinguishes this mapping from others, ensuring that each record is identifiable and non-duplicative.

Validation Notes String False

Notes regarding the validation status of the mapping, providing additional context or information about its verification process.

Validation Status String False

The status of the validation process for the mapping, indicating whether it has been successfully validated or requires attention.

Owner String False

The user or entity responsible for managing or overseeing the mapping, ensuring accountability for its accuracy and usage.

Legacy CRM Id String False

The identifier for the record in the legacy CRM system, aiding in migration or integration with older systems.

CData Cloud

NetworkObjectMappings

Specifies how external network data fields map to Vault CRM objects.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier assigned to the record in the system for internal tracking and reference.

Global ID String True

A globally unique identifier that ensures consistency and easy identification across different systems.

Link String False

A URL or hyperlink that directs users to the record or related content for easy access and navigation.

Object Mapping ID String True

The identifier for the mapping of the object, allowing the system to relate this record to other objects.

Status String False

The current status of the object mapping, such as 'Active', 'Inactive', or 'Pending', indicating its operational state.

Created By String True

The user or system that created the record, providing accountability for its origin.

Created Date Datetime True

The date and time when the record was first created, offering a historical reference for when the mapping was introduced.

Last Modified By String True

The user or system responsible for the most recent modification to the record, ensuring accountability for changes.

Last Modified Date Datetime True

The date and time when the record was last updated, providing an audit trail of changes.

CRM Object API Name String False

The API name of the CRM object being mapped, specifying which CRM object this record is related to.

External ID API Name String False

The API name used for referencing the external ID, ensuring consistency when integrating with external systems.

External ID String False

An identifier used in external systems to correlate this mapping with external records or data.

Network Object API Name String False

The API name for the network object associated with the record, specifying the related network structure.

Person Account Bool False

A boolean indicating whether the record is associated with a person account, providing details for individual-level mappings.

Unique Key String False

A unique key that distinguishes this mapping from others, ensuring that each record is identifiable and non-duplicative.

Validation Notes String False

Notes regarding the validation status of the object mapping, offering additional context on the validation process.

Validation Status String False

The status of the validation for this object mapping, indicating whether the mapping has been validated or requires further checks.

Network Mapping String False

The specific network mapping this record belongs to, linking it to a broader network structure or configuration.

Legacy CRM Id String False

The identifier from the legacy CRM system, used for migration or integration with older systems.

CData Cloud

NetworkSettings

Stores global settings and configuration for external network integrations.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the record within the system, used for referencing and indexing.

Global ID String True

A globally unique identifier assigned to the record, ensuring consistency across different systems.

Link String False

A hyperlink pointing to the record or associated content, allowing for quick access.

Name String False

The name or title of the record, representing the primary identifier for the object.

Status String False

The current operational status of the record, such as 'Active', 'Inactive', or 'Pending', indicating its state.

Created By String True

The user or system responsible for creating the record, providing traceability of the source.

Created Date Datetime True

The timestamp of when the record was initially created, providing historical context.

Last Modified By String True

The user or system responsible for the most recent modification, ensuring accountability for changes.

Last Modified Date Datetime True

The timestamp of when the record was last updated, offering a time reference for modifications.

Account Preview During Creation Decimal False

A flag indicating whether the account preview feature is enabled during account creation, controlling visibility.

ACTIVATE NETWORK ACCOUNT SEARCH Bool False

A boolean flag to activate or deactivate the network account search functionality, affecting user accessibility.

Add Parent Accounts to Territory Decimal False

A setting that determines whether parent accounts should be included when assigning territories, ensuring proper alignment.

Allowed Relationship Types String False

A list of permissible relationship types that can be established between accounts, defining the structure of account interactions.

CRM Managed Account Types String False

The types of accounts managed within the CRM system, defining the scope of account classifications.

Display Parent HCO Names in NAS Decimal False

A setting that controls the visibility of parent Healthcare Organization (HCO) names in the Network Account System (NAS).

Filter Inactive Network Records Decimal False

A flag to enable or disable filtering of inactive network records, ensuring only active records are shown in relevant queries.

HCO Active Statuses String False

A list of active statuses for HCOs, helping identify operational or inactive states.

HCP Active Statuses String False

A list of active statuses for Healthcare Providers (HCPs), used for determining their current status in the network.

NAS Business Result Fields String False

The fields in the NAS that contain business result data, providing essential information for business decision-making.

NAS Filters String False

A set of filters applied within the NAS to narrow down search results, enhancing user experience and data retrieval accuracy.

NAS Location Auto Population Decimal False

A feature that automatically populates location fields in the NAS based on available data, reducing manual input.

NAS Person Result Fields String False

Fields in the NAS that contain personal result data, essential for profiling and tracking individual results.

Network Address Deletion Process Decimal False

A process that handles the deletion of network addresses, ensuring that obsolete addresses are removed from the system.

Network Customer Master Mode Decimal False

A mode setting that controls the primary management of network customer data, ensuring proper categorization and handling.

Network Integration Process Interval Decimal False

The interval time between network data integration processes, impacting the frequency and efficiency of data synchronization.

NETWORK_NAW_ASSIGN_ALL_TERR Bool False

A boolean flag indicating whether all territories should be automatically assigned during the Network Account Workflow (NAW).

Network Unverified Account Types String False

A list of account types in the network that are currently unverified, helping identify potential issues in account validation.

Support Network Address Inheritance Decimal False

A setting that supports the inheritance of network addresses across related accounts, ensuring consistent address management.

Third Party Managed Account Types String False

The types of accounts managed by third parties, specifying the external entities involved in account management.

Network Managed Account Identifier Decimal False

An identifier for accounts managed within the network, used to track and differentiate network-managed accounts.

Setup Owner ID String False

The identifier for the owner or administrator responsible for the setup and configuration of the network account.

Security Profile String False

The security profile associated with the account, determining access permissions and restrictions for the user or entity.

Legacy CRM Id String False

The identifier from the legacy CRM system, useful for data migration or integration with older systems.

Default HCP Account Type String False

The default account type for HCPs, ensuring consistency in account classification.

Default HCO Account Type String False

The default account type for HCOs, providing a standardized categorization of organizations.

Application Profile String False

The profile associated with the application, which governs the functionality and settings specific to the application's operation.

CData Cloud

NoteComments

note_comment__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Note Comment ID String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

NoteIntegrations

note_integration__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Note Integration Type String True

object_type__v

Global ID String True

global_id__sys

Note ID String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ObjectAuditEventHandlers

objectauditeventhandler__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

OmniConnectIntegrations

omniconnect_integration__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

OmniConnect Integration Type String True

object_type__v

Global ID String True

global_id__sys

OmniConnect Integration Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Opportunities

Tracks sales opportunities or deals under consideration in the CRM pipeline.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the opportunity record within the system, used for referencing and indexing.

Opportunity Type String True

The type or category of the opportunity, such as 'New Business', 'Renewal', or 'Upsell', helping to classify the nature of the opportunity.

Global ID String True

A globally unique identifier assigned to the opportunity, ensuring consistency and uniqueness across different systems.

Link String False

A hyperlink that points to the opportunity record or related content, providing quick access to more detailed information.

Opportunity Name String False

The name or title of the opportunity, used as the primary identifier for the opportunity in user-facing interfaces.

Status String True

The current status of the opportunity, such as 'Open', 'Closed-Won', or 'Closed-Lost', indicating its current progress or outcome.

Created By String True

The user or system responsible for creating the opportunity record, ensuring traceability and accountability.

Created Date Datetime True

The timestamp when the opportunity was created, offering historical context for the record.

Last Modified By String True

The user or system that last modified the opportunity record, helping track changes and updates.

Last Modified Date Datetime True

The timestamp of the last modification made to the opportunity, providing a reference point for recent changes.

Lifecycle String True

The overall lifecycle stage of the opportunity, such as 'Prospecting', 'Negotiation', or 'Closed', reflecting its current position in the sales process.

Lifecycle State String True

The specific state within the lifecycle of the opportunity, such as 'Qualified', 'In Progress', or 'Won', showing more granular progress.

Lifecycle State Stage ID String True

A unique identifier for the stage within the lifecycle state, used to reference specific points in the opportunity's progress.

Lifecycle Stage String True

The broader stage of the lifecycle, such as 'Initial Contact', 'Proposal', or 'Negotiation', categorizing the opportunity's major phases.

Account String False

The name or identifier of the account associated with the opportunity, linking the opportunity to the relevant organization.

Account Plan String False

The specific account plan associated with the opportunity, outlining strategies or actions for the account's growth or engagement.

Address String False

The address related to the opportunity, potentially the account's location or the location of the business interaction.

Close Date Date False

The estimated or actual date when the opportunity is expected to close, representing the final stage of the sales process.

Person String False

The primary individual contact associated with the opportunity, typically the decision-maker or point of contact for the account.

Country String False

The country associated with the opportunity, which could represent the location of the account or the market region for the sale.

External ID String False

A unique identifier from an external system, used for integration or referencing the opportunity in other databases or platforms.

Lost to (Competitor) String False

The competitor to whom the opportunity was lost, providing insights into competitive positioning and areas for improvement.

Lost to (Product) String False

The product or solution that caused the loss of the opportunity, offering data on product competitiveness and customer preferences.

Mobile ID String False

A unique identifier for the mobile device used for accessing or interacting with the opportunity record, helpful for tracking mobile engagement.

Notes String False

Additional comments or notes regarding the opportunity, providing further context or details not captured in other fields.

Owner String False

The user or team responsible for managing the opportunity, ensuring accountability and proper management throughout its lifecycle.

Probability Double False

The likelihood, expressed as a percentage, of the opportunity being closed successfully, aiding in forecasting and prioritization.

Product String False

The product or products associated with the opportunity, representing what is being offered to the customer.

Reason Lost String False

The reason why the opportunity was lost, which can be used for analysis to improve future opportunities and strategies.

Source String False

The origin of the opportunity, such as 'Referral', 'Cold Call', or 'Web Inquiry', helping to track the effectiveness of lead generation channels.

Start Date Date False

The date when the opportunity was first identified or entered into the system, marking the start of the sales cycle.

Territory String False

The sales territory associated with the opportunity, determining the geographical or organizational area responsible for the opportunity.

Total Amount Decimal False

The total monetary value of the opportunity, representing the full potential revenue from the sale if successfully closed.

Total Amount Corp Decimal True

The total monetary value of the opportunity as recorded in the corporate accounting system, which may be subject to currency or exchange rate adjustments.

Local Currency String False

The currency in which the opportunity's total amount is expressed, important for multi-currency organizations or global sales.

Total Quantity Decimal False

The total quantity of products or services associated with the opportunity, used for tracking volume-based sales.

Days Open Decimal True

The number of days the opportunity has been open, providing an indicator of the sales cycle length and the time it has been in progress.

Weighted Amount Decimal True

The weighted value of the opportunity, adjusted based on the probability of closing, helping to forecast potential revenue.

Previous State String False

The prior lifecycle state of the opportunity, useful for tracking changes in status and understanding the opportunity's journey.

Campaign String False

The marketing or sales campaign that the opportunity is associated with, used to track the effectiveness of targeted initiatives.

CData Cloud

OpportunityCompetitors

Captures competitor information linked to a specific opportunity.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the opportunity competitor record, used for referencing and indexing the record.

Opportunity Competitor Type String True

The type or category of the competitor associated with the opportunity, such as 'Direct Competitor' or 'Substitute Product', helping to categorize competitors.

Global ID String True

A globally unique identifier assigned to the opportunity competitor, ensuring consistency and uniqueness across different systems.

Link String False

A hyperlink that points to the opportunity competitor record or related content, providing quick access to more detailed information.

Opportunity Competitor Name String True

The name of the competitor associated with the opportunity, typically the company or brand competing for the same opportunity.

Status String False

The current status of the opportunity competitor, such as 'Active', 'Inactive', or 'Lost', indicating its current role or impact in the opportunity.

Created By String True

The user or system responsible for creating the opportunity competitor record, ensuring traceability and accountability.

Created Date Datetime True

The timestamp when the opportunity competitor was created, providing a historical reference for the record.

Last Modified By String True

The user or system that last modified the opportunity competitor record, helping track changes and updates.

Last Modified Date Datetime True

The timestamp of the last modification made to the opportunity competitor record, offering a reference point for recent changes.

Competitor String False

The name or identifier of the competitor company or entity associated with the opportunity, indicating which competitor is involved.

Mobile ID String False

A unique identifier for the mobile device used for accessing or interacting with the opportunity competitor record, helping track mobile engagement.

Notes String False

Additional comments or notes regarding the opportunity competitor, providing further context or details not captured in other fields.

Opportunity String False

The opportunity that this competitor is associated with, linking the competitor directly to the relevant sales or business opportunity.

Product String False

The specific product or solution offered by the competitor, indicating the competitive landscape and what is being pitched against the opportunity's offering.

CData Cloud

OpportunityLines

Represents product- or service-level details within an opportunity.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the opportunity line record, used to reference and index the individual opportunity line within the system.

Opportunity Line Type String True

The classification or category of the opportunity line, which helps distinguish between different types of lines such as 'Product', 'Service', or 'Discount'.

Global ID String True

A globally unique identifier assigned to the opportunity line, ensuring consistency and uniqueness across different systems or databases.

Link String False

A hyperlink that points to the opportunity line or related content, providing direct access to more detailed information for the record.

Opportunity Line Name String True

The name or identifier given to the opportunity line, typically used to describe the product or service associated with the opportunity.

Status String False

The current status of the opportunity line, such as 'Active', 'Closed', or 'Pending', indicating the line's current role or progress in the opportunity.

Created By String True

The user or system responsible for creating the opportunity line record, ensuring accountability and traceability of who initiated the line item.

Created Date Datetime True

The timestamp when the opportunity line was created, providing a reference point for the creation of this record.

Last Modified By String True

The user or system that last modified the opportunity line record, allowing tracking of changes and updates to the line item.

Last Modified Date Datetime True

The timestamp of the last modification made to the opportunity line record, providing an audit trail for when changes were made.

Line Discount Double False

The discount applied to the opportunity line, represented as a percentage or fixed amount, impacting the final sale price of the product or service.

List Price Decimal False

The original price of the product or service before any discounts or adjustments, representing the full retail price in the system.

List Price Corp Decimal True

The list price of the product or service for corporate accounting purposes, potentially reflecting a different pricing structure for internal use.

Local Currency String False

The currency used for the opportunity line's pricing, typically based on the geographical location of the sale or customer.

Net Amount Decimal False

The final amount after discounts and adjustments are applied to the opportunity line, representing the actual price to be paid for the product or service.

Net Amount Corp Decimal True

The net amount after corporate pricing adjustments and discounts, calculated for internal accounting or financial reporting purposes.

Net Price Decimal False

The final price of the product or service, including applicable discounts or adjustments, representing the price before any taxes or other charges.

Net Price Corp Decimal True

The final net price for corporate customers, reflecting any internal pricing structures or special corporate discounts.

Opportunity String False

The opportunity associated with this specific line, linking the product or service to the larger sales opportunity and tracking progress.

Product String False

The product or service offered in this opportunity line, identifying the specific item being sold.

Quantity Decimal False

The quantity of the product or service being sold in this opportunity line, representing the volume or amount of the item in the sale.

Product Identifier String True

A unique identifier for the product associated with the opportunity line, ensuring that the correct product is linked to the sale.

Mobile ID String False

A unique identifier for the mobile device associated with accessing or interacting with the opportunity line, tracking mobile engagement.

CData Cloud

OpportunityTeamMembers

Lists users assigned to work collaboratively on an opportunity.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the opportunity team member record, used to reference and index the team member within the system.

Opportunity Team Member Type String True

The type or category of the team member in the context of the opportunity, such as 'Sales', 'Manager', 'Support', or 'Partner', which helps define their role and involvement.

Global ID String True

A globally unique identifier assigned to the opportunity team member, ensuring consistency and uniqueness across different systems or databases.

Link String False

A hyperlink that directs to the opportunity team member's details or related content, allowing for easy access to more comprehensive information about their involvement.

Opportunity Team Member Name String True

The name of the individual or group serving as a team member for the opportunity, typically used to track and identify the person responsible.

Status String False

The current status of the opportunity team member, such as 'Active', 'Inactive', or 'Assigned', reflecting their engagement in the opportunity.

Created By String True

The user or system responsible for creating the opportunity team member record, ensuring accountability and traceability for the initiation of the team member's involvement.

Created Date Datetime True

The timestamp when the opportunity team member record was created, providing a reference point for the initiation of their role in the opportunity.

Last Modified By String True

The user or system that last modified the opportunity team member record, allowing tracking of changes or updates made to the team member's status or role.

Last Modified Date Datetime True

The timestamp of the last modification made to the opportunity team member record, providing an audit trail for when changes occurred.

Mobile ID String False

A unique identifier for the mobile device associated with the team member's interactions or access to the opportunity data, tracking mobile engagement.

Opportunity String False

The opportunity associated with this team member, linking their role and actions to the larger sales or business opportunity being tracked.

Role String False

The specific role or function the team member plays in the opportunity, such as 'Lead', 'Support', 'Coordinator', or 'Manager', indicating their responsibilities.

User String False

The user ID or name associated with this team member, linking the individual to their user account or profile within the system.

CData Cloud

OrderCampaigns

Links promotional campaigns with order-related activities.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the order campaign, used to reference and manage the specific campaign record within the system.

Global ID String True

A globally unique identifier assigned to the order campaign to ensure consistency and uniqueness across different systems or databases.

Link String False

A hyperlink pointing to the order campaign's details or related content, allowing users to easily navigate to additional information about the campaign.

Order Campaign Name String False

The name of the order campaign, typically used to track and identify the campaign in the system and in reporting.

Status String False

The current status of the order campaign, such as 'Active', 'Inactive', or 'Completed', indicating the campaign's progress or phase.

Created By String True

The user or system responsible for creating the order campaign record, ensuring accountability for the initiation of the campaign.

Created Date Datetime True

The timestamp when the order campaign record was created, providing a reference point for the start of the campaign.

Last Modified By String True

The user or system that last modified the order campaign record, helping track any changes made after the initial creation.

Last Modified Date Datetime True

The timestamp of the last modification made to the order campaign record, allowing for audit trails and change tracking.

Account Group String False

The group or category of accounts associated with the order campaign, typically used to define a targeted audience for the campaign.

Account Type String False

The type of accounts participating in the order campaign, such as 'Customer', 'Prospective', 'Partner', helping differentiate between different types of accounts involved.

Active Bool False

Indicates whether the order campaign is currently active or not. A value of 'true' means the campaign is active, and 'false' means it is inactive.

Default Bool False

Indicates whether this order campaign is the default one for a particular process or group. A value of 'true' designates it as the default.

Description String False

A detailed description of the order campaign, providing context, objectives, or any other relevant information about the campaign's purpose.

End Date Date False

The date when the order campaign is scheduled to end. This helps in planning and reporting, indicating the campaign's timeline.

Order Campaign Bound Bool False

Indicates whether the order campaign is bound or associated with a particular process or order type. A value of 'true' indicates it is bound.

Order Record Type String False

The type of order record that this campaign relates to, such as 'Sales', 'Return', or 'Exchange', helping categorize the orders associated with the campaign.

Start Date Date False

The date when the order campaign is scheduled to start. This is important for campaign planning and scheduling.

Owner String False

The user or account ID responsible for overseeing or managing the order campaign, typically linked to the person or team accountable for the campaign's success.

Legacy CRM Id String False

The identifier from the legacy CRM system, used to link and migrate historical data into the current system.

CData Cloud

Orders

Stores information about product orders placed by users or customers.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for each order in the system, used for referencing and managing the order record.

Order Type String True

The type of the order, which can indicate different categories or classifications of orders within the system. This could represent various order types such as 'Standard', 'Rush', or 'Backorder', and is used for managing and processing orders based on their classification.

Global ID String True

A globally unique identifier for the order, ensuring it can be referenced across different systems and databases.

Link String False

A hyperlink pointing to the order's detailed page or related resources for easier access and navigation.

Order Name String True

The name assigned to the order, typically used for tracking, reporting, and identifying the order within the system.

Status String True

The current status of the order, such as 'Pending', 'Shipped', 'Delivered', or 'Cancelled', indicating its progress in the order fulfillment cycle.

Created By String True

The user or system responsible for creating the order, providing accountability for its initiation.

Created Date Datetime True

The date and time when the order was first created in the system, used to track the order's entry into the system.

Last Modified By String True

The user or system that last modified the order record, tracking changes and updates made after its creation.

Last Modified Date Datetime True

The date and time when the order was last modified, helping to track the most recent updates.

Account Group String False

The group to which the associated account belongs, used for segmentation and managing customer or partner relationships.

Account ID String False

A unique identifier for the account placing the order, used to link the order to the specific account in the system.

Account Name String False

The name of the account that placed the order, providing context for customer identification and order tracking.

Approval Status String False

The status indicating whether the order has been approved, pending approval, or rejected, used for internal process management.

Best Discount Rule String False

The rule that determines the best discount for the order, ensuring the customer receives the most favorable discount available based on predefined criteria.

Billing Address Line 1 String False

The first line of the billing address, providing the main street or location for invoice delivery.

Billing Address Line 2 String False

The second line of the billing address, used to provide additional address information such as apartment numbers or building details.

Billing City String False

The city where the billing address is located, helping to direct invoices to the correct geographical location.

Billing Contact String False

The contact person at the billing address, typically the individual responsible for handling billing inquiries or issues.

Billing Country String False

The country associated with the billing address, important for managing international shipping or billing.

Billing Postal Code 4 String False

The first part of the postal code for the billing address, typically used in certain countries for more granular address identification.

Billing Postal Code String False

The full postal code for the billing address, used to pinpoint the exact location of the billing address.

Billing State String False

The state or province within the billing address, providing further specificity for address validation and shipping.

DateTime Datetime False

The exact timestamp when the order was recorded, marking the time when key actions or transactions related to the order occurred.

Delivery Date Date False

The planned date for delivering the order to the customer, providing expectations for delivery.

Delivery Order Warning String False

Any warnings or notes related to the delivery order, such as issues with shipping or stock availability that could delay the delivery.

Delivery Order Bool False

Indicates whether the order is associated with delivery. A value of 'true' signifies that the order is specifically for delivery.

Delivery Payment Rule String False

The rules governing how the delivery costs are handled in the order, such as 'Prepaid' or 'Cash on Delivery'.

Delivery Payment String False

The payment method applied to the delivery portion of the order, indicating how the delivery will be paid for (for example, 'Paid in advance').

Delivery Rank String False

The rank or priority assigned to the delivery for scheduling purposes, used to manage delivery sequences.

Disclaimer String False

A legal disclaimer associated with the order, providing important terms and conditions regarding the order's processing or fulfillment.

Entity Reference Id String False

An identifier linking the order to related entities or systems, allowing for easy cross-referencing between records.

Last Inventory Monitoring Date Date False

The most recent date on which the inventory for this order was checked or updated, ensuring stock levels are accurate.

Lock Bool False

Indicates whether the order is locked for editing. A value of 'true' prevents further modifications to the order.

Master Order Bool False

Indicates whether this order is a master order in a series of related orders, with 'true' identifying it as the primary order.

Mobile Created Datetime Datetime False

The date and time when the order was created via a mobile platform, indicating that the order was placed through a mobile interface.

Mobile ID String False

A unique identifier for the mobile device used to place the order, helping track orders originating from specific devices.

Mobile Last Modified Datetime Datetime False

The date and time when the order was last modified via a mobile device, allowing for tracking of mobile-based updates.

Notes String False

Additional comments or information related to the order, often used for special instructions or clarifications during fulfillment.

Order Date Date False

The date when the order was officially placed by the customer, used for record-keeping and tracking purposes.

Order Discount Rule Double False

The discount rule applied to the order, specifying how the discount is calculated based on the order's total or conditions.

Order Discount Double False

The total amount of discount applied to the order, representing the reduction in price after applying the order discount rule.

Order Free Goods Decimal False

The value of any free goods included in the order as part of promotions or discounts.

Order List Amount Decimal False

The full list price of the items ordered before applying any discounts, representing the total retail price.

Order List Amount Corp Decimal True

The full list price of the items in the order in corporate currency, used for reporting in corporate financial systems.

Local Currency String False

The currency used for the order, reflecting the local currency in which the customer pays.

Order Net Amount Rule Decimal False

The net amount rule applied to the order, determining how the final amount due is calculated after applying discounts and adjustments.

Order Net Amount Rule Corp Decimal True

The net amount rule applied to the order in corporate currency, used for corporate accounting or reporting.

Order Net Amount Decimal False

The final amount due for the order after discounts, taxes, and other adjustments have been applied.

Order Net Amount Corp Decimal True

The final amount due for the order in corporate currency, ensuring consistency across global operations.

Order Total Discount Double False

The total discount applied to the entire order, accounting for all applicable discounts and promotional offers.

Order Total Profit Decimal False

The total profit from the order, calculated by subtracting the cost of goods sold from the order's revenue.

Order Total Profit Corp Decimal True

The total profit from the order in corporate currency, used for financial reporting in global currency.

Order Total Quantity Decimal False

The total quantity of items in the order, reflecting the total volume or number of products being ordered.

Override Lock Bool False

Indicates whether the order's lock can be overridden for further modifications. A value of 'true' allows the order to be unlocked.

Payment Rule String False

The payment terms and rules applied to the order, such as 'Prepaid', 'Net 30', or 'Cash on Delivery'.

Payment String False

The specific payment method used for the order, detailing how the customer has paid or will pay for the order.

Receipt Email Address String False

The email address where the order receipt will be sent, used for customer communication and record-keeping.

Request Receipt Bool False

Indicates whether the customer has requested a receipt for the order. A value of 'true' indicates that the customer wants a receipt.

Ship Address Line 1 String False

The first line of the shipping address, used to specify the street address where the order will be delivered.

Ship Address Line 2 String False

The second line of the shipping address, used for apartment or unit numbers when needed.

Ship City String False

The city where the order will be shipped, providing geographic location for delivery.

Ship Country String False

The country to which the order will be shipped, helping to manage international shipping logistics.

Ship Postal Code 4 String False

The first part of the postal code for the shipping address, typically used for more specific regional sorting.

Ship Postal Code String False

The full postal code for the shipping address, helping to direct the delivery to the correct location.

Ship State String False

The state or province of the shipping address, used to define the geographic area for delivery.

Signature Date Datetime False

The date on which the customer signs to confirm receipt or acceptance of the order.

Signature String False

The signature of the customer or representative acknowledging the order, used as proof of receipt or agreement.

Order Status String False

The overall status of the order, indicating whether it is 'Pending', 'Completed', 'Shipped', or 'Cancelled'.

Warning String False

Any warnings associated with the order, such as potential delays, pricing issues, or shipping constraints.

Wholesaler Priority String False

The priority level given to wholesalers in processing the order, indicating the order fulfillment priority.

Account String False

The account placing the order, linking the order to the specific customer or company placing the order.

Assortment String False

The assortment of products included in the order, describing the variety or categories of items being purchased.

Call String False

The associated call or conversation related to the order, used for tracking customer service or sales interactions.

Contract String False

The contract associated with the order, referencing any terms, conditions, or agreements tied to the order.

Delivery Location String False

The specific location where the order is to be delivered, used for managing delivery logistics.

Last Inventory Monitoring String False

The most recent inventory check related to the order, tracking stock levels and availability.

Order Campaign String False

The campaign associated with the order, used for tracking orders related to specific marketing efforts or initiatives.

Parent Order String False

The parent order in cases where multiple orders are grouped together, helping to track larger transactions or shipments.

Payer String False

The party responsible for paying for the order, often different from the account placing the order.

Price Book String False

The price book used for calculating the prices of the items in the order, based on agreed pricing terms.

Wholesaler Partner String False

The wholesaler partner associated with fulfilling the order, used to track the relationship for supply chain management.

Wholesaler String False

The wholesaler fulfilling the order, identifying the source of the products in the order.

Owner String False

The individual or account responsible for managing or overseeing the order's completion.

List Amount Decimal False

The total list price for all items in the order before any discounts or adjustments.

List Amount Corp Decimal True

The total list price for all items in the order in corporate currency, used for global reporting.

Net Amount Decimal False

The final amount due for the order after all discounts and adjustments have been applied.

Net Amount Corp Decimal True

The final amount due for the order in corporate currency, ensuring consistency across global operations.

Ship To Address Text String True

The full shipping address for the order, including all necessary address details for accurate delivery.

Total Discount Double True

The total discount applied to the order, reflecting the sum of all discounts across items and shipping.

Legacy CRM Id String False

The identifier for the order in the legacy CRM system, used to maintain consistency across different systems.

Billing Address String False

The billing address for the order, where invoices and payment information are sent.

Ship To Address String False

The shipping address for the order, specifying where the products are delivered.

Delivery Discount Applied Bool False

Indicates whether a delivery discount has been applied to the order.

Delivery Discounted Quantity Decimal False

The quantity of items eligible for a delivery discount.

Order Combined Net Amount Decimal False

The total net amount of the order, including all components, taxes, and delivery fees.

Order Combined Net Amount Corp Decimal True

The total net amount in corporate currency, used for financial reporting.

Order Combined Total Discount Double False

The combined discount for the entire order, including both product and delivery discounts.

Order Delivery Discount Value Decimal False

The total value of the delivery discount applied to the order.

Order Delivery Discount Value Corp Decimal True

The value of the delivery discount in corporate currency.

Order Delivery Discount Double False

The overall discount applied to the delivery portion of the order.

Order Delivery List Amount Decimal False

The total list price for the delivery portion of the order.

Order Delivery List Amount Corp Decimal True

The delivery list price in corporate currency.

Order Delivery Net Amount Decimal False

The final amount for the delivery portion after applying all relevant adjustments.

Order Delivery Net Amount Corp Decimal True

The delivery net amount in corporate currency.

User Country String False

The country of the user placing the order.

Account Country String False

The country associated with the account placing the order.

Lifecycle String True

The lifecycle stage of the order, representing its current status in the order processing pipeline.

Lifecycle State String True

The specific stage within the order's lifecycle, such as 'New', 'In Progress', or 'Completed'.

Lifecycle State Stage ID String True

The unique identifier for the lifecycle stage the order is in.

Lifecycle Stage String True

The name or description of the stage the order is in, indicating the phase in the order lifecycle.

CData Cloud

OutboundPackages

Defines packages sent from Vault CRM to external systems or stakeholders.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the outbound package type in the system. It is used to distinguish each outbound package entry.

Outbound Package Type String True

Represents the type of outbound package. This can categorize the nature or method of the outbound package, such as 'Standard', 'Express', or 'Fragile'.

Name String True

The name associated with the outbound package type. This typically describes the specific type or category of the outbound package.

Status String False

Indicates the current status of the outbound package type. It can reflect whether the package is 'Active', 'Inactive', 'Pending', or other status types.

Summary String False

A brief overview or summary description of the outbound package type, summarizing its purpose or characteristics.

Description String False

A detailed description of the outbound package type, providing more context or specific details about its function, usage, or characteristics.

Source Vault Decimal False

Represents the source vault from which the package is being sent. This refers to the location or system that holds the data or material being packaged.

Owner String False

The owner of the outbound package type, typically representing the department, team, or individual responsible for managing or handling the package.

Created By String True

The user or system that initially created the outbound package type entry.

Created Date Datetime True

The date and time when the outbound package type was first created.

Last Modified By String True

The user or system that last modified the outbound package type entry.

Last Modified Date Datetime True

The date and time when the outbound package type was last modified.

Include Vault Java SDK Code Bool False

Indicates whether Java SDK code for integrating with the vault is included with the outbound package type. A 'True' value means the code is included.

Vault Java SDK Deployment Option String False

Specifies the deployment option for the Vault Java SDK that is associated with the outbound package type. This can include options like 'Standalone', 'Embedded', or 'Integrated'.

Global ID String True

A globally unique identifier for the outbound package type, used across systems and platforms to uniquely reference the package type.

Link String False

A URL or reference link to additional information or resources related to the outbound package type.

Test Data User String False

The user associated with testing the outbound package type data. This user is responsible for validating or testing the functionality of the package type.

Target Vault Decimal False

Represents the target vault to which the outbound package type is being sent or integrated. It refers to the destination where the package data is intended to go.

CData Cloud

OutboundTargetActivities

outbound_target_activity__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Outbound Target Activity Type String True

object_type__v

Global ID String True

global_id__sys

Outbound Target Activity ID String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

PackageComponents

Defines individual components included within a data or content package.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the record, used as a primary key to distinguish each entry in the system.

Name String True

The name of the item or record, which may represent a product, package, or component within the production or outbound logistics process.

Status String False

The current status of the record, which could represent different stages such as 'Active', 'Pending', 'Completed', or 'Archived'.

Vault Components String False

A list or reference to the components stored within the vault, associated with this record. These could be physical parts or digital items that are part of the production process.

Outbound Packages String False

A reference to the outbound packages that are associated with this record, typically for shipping or distribution purposes.

Created By String True

The user or system that originally created the record, helping to track the originator of the entry.

Created Date Datetime True

The date and time when the record was first created, marking the creation timestamp of the entry.

Last Modified By String True

The user or system that last modified the record, useful for tracking updates and changes to the entry.

Last Modified Date Datetime True

The date and time when the record was last modified, showing when it was last updated.

Global ID String True

A globally unique identifier for the record, used to ensure consistency and reference across different systems or databases.

Link String False

A hyperlink or URL related to the record, typically used to reference an external system or resource connected to the record.

CData Cloud

PackageDatasets

Stores datasets that are bundled and transmitted as part of Vault CRM packages.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the record, used as a primary key to distinguish each entry in the system.

Name String False

The name associated with the record, representing the specific item, product, or process being tracked.

Status String False

The current status of the record, which could represent different stages like 'Active', 'Pending', 'Completed', or 'Archived'.

Outbound Package String False

A reference to the outbound package associated with this record, typically representing a shipment or delivery container.

Dataset String False

A reference to the dataset associated with this record, which may contain related data or information linked to the record.

Created By String True

The user or system that originally created the record, helping to track the source or originator of the entry.

Created Date Datetime True

The date and time when the record was first created, marking the timestamp for the creation of the entry.

Last Modified By String True

The user or system that last modified the record, useful for tracking who made the most recent changes to the entry.

Last Modified Date Datetime True

The date and time when the record was last modified, showing the last update made to the record.

Global ID String True

A globally unique identifier for the record, ensuring consistency and reference across different systems or databases.

Link String False

A hyperlink or URL related to the record, typically used to reference an external system or resource connected to the record.

CData Cloud

PALIntegrationContexts

pal_int_context__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Link String False

link__sys

Name String True

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Public Access Link Expiration Date Datetime False

pal_expiration_date__sys

Public Access Link Last Accessed Date Datetime False

pal_last_accessed_date__sys

Public Access Link Status String False

pal_status__sys

Public Access Link Type String False

pal_type__sys

System Owned User String True

system_owned_user__v

Feature Tag String True

feature_tag__v

Source Context String True

source_context__v

Feature Key String True

feature_key__v

Delivery Status String True

delivery_status__v

Retry Count Decimal True

retry_count__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

PatientAttributes

patient_attribute__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

PatientInsurance

patient_insurance__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

PatientJourneyAssociations

patient_journey_association__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

PatientJourneys

Represents the high-level progression of a patient through treatment or care stages.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the patient journey record in the system, used as a primary key to track and reference individual journeys.

Patient Journey Type String True

The type of patient journey being tracked, categorizing the journey based on specific criteria such as treatment, diagnosis, or care stages.

Global ID String True

A globally unique identifier assigned to the patient journey record, typically used for integration with other systems and data sources.

Link String False

A hyperlink or URL that links to the full details of the patient journey, providing easy access to related resources or external references.

Name String False

The name or title assigned to the patient journey, which may represent a specific case, program, or study associated with the journey.

Status String False

The current status of the patient journey, such as active, completed, in-progress, or pending, indicating its progress and stage.

Created By String True

The user or system responsible for creating the patient journey record, helping track the originator for auditing and tracking purposes.

Created Date Datetime True

The date and time when the patient journey record was created, providing a timestamp for when the journey was initiated in the system.

Last Modified By String True

The user or system responsible for the last modification of the patient journey record, essential for tracking changes over time.

Last Modified Date Datetime True

The date and time when the patient journey was last modified, allowing users to see when the record was last updated or edited.

Description String False

A textual description of the patient journey, providing context or additional details to explain the record, such as the patient's experience or history.

Patient Journey Status String False

The specific status associated with the journey, indicating milestones, stages, or the overall health of the patient journey at any given point.

Legacy CRM Id String False

The identifier used in the legacy Customer Relationship Management (CRM) system to reference the patient journey, facilitating data migration or integration.

Account Plan String False

The account plan associated with the patient journey, detailing the strategies, goals, and action items related to the journey and its management.

Account String False

The account associated with the patient journey, which may represent a healthcare provider, organization, or individual managing the journey.

Product String False

The product(s) linked to the patient journey, which could include pharmaceuticals, medical devices, or treatments relevant to the patient's journey.

Owner String False

The user or system responsible for the ownership and management of the patient journey record, usually a team member or department.

CData Cloud

PatientJourneyStepDetails

Captures specific actions or data points within a patient journey step.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the patient journey step detail record, used as a primary key to track and reference individual steps within a patient's journey.

Patient Journey Step Detail Type String True

The type of the patient journey step detail, categorizing each step based on its role or function within the overall journey process, such as diagnosis, treatment, or follow-up.

Global ID String True

A globally unique identifier assigned to the patient journey step detail, ensuring consistency and integration across different systems.

Link String False

A hyperlink or URL that links to the full details of the patient journey step, providing access to more information or external resources related to the specific step.

Name String False

The name assigned to the patient journey step detail, often representing a specific action, intervention, or milestone within the patient's care or journey.

Status String False

The current status of the patient journey step, such as completed, in-progress, or pending, reflecting the progress and state of that particular step.

Created By String True

The user or system responsible for creating the patient journey step detail record, essential for auditing and tracking purposes.

Created Date Datetime True

The date and time when the patient journey step detail record was created, providing a timestamp of when the specific step was initiated.

Last Modified By String True

The user or system responsible for the last modification to the patient journey step detail record, indicating who made the latest updates.

Last Modified Date Datetime True

The date and time when the patient journey step detail was last modified, offering insight into the most recent changes to the record.

Description String False

A textual description of the patient journey step detail, providing additional context or details about the specific action or event in the patient's journey.

Patient Journey Step Detail Status String False

The specific status of the patient journey step detail, indicating its current state such as active, closed, or under review.

Legacy CRM Id String False

The identifier used in the legacy Customer Relationship Management (CRM) system to reference this specific patient journey step detail, assisting with system migration or integration.

Account Tactic String False

The strategy or tactic used for managing the account within the patient journey step, representing how account-based approaches are applied during the journey.

Account String False

The account associated with the patient journey step, which could represent a healthcare provider, department, or organization managing the specific step or phase.

Controlling Account Plan String False

The account plan that controls or influences the patient journey step detail, outlining the objectives, strategies, and actions tied to managing the account throughout the journey.

Goal String False

The goal or objective associated with the patient journey step detail, which may involve achieving specific treatment outcomes, meeting milestones, or reaching clinical targets.

Key Stakeholder String False

The key stakeholder involved in the patient journey step detail, such as a clinician, healthcare administrator, or decision-maker guiding the patient through that particular phase.

Patient Journey Step String False

The broader patient journey step that this detail is part of, categorizing which phase of the journey the detail belongs to, such as diagnosis, treatment, or follow-up care.

Plan Tactic String False

The tactic or approach used in the plan for managing this specific patient journey step, often tied to how interventions or strategies are executed during the journey.

CData Cloud

PatientJourneyStepPhaseDetails

patient_journey_step_phase_detail__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Patient Journey Step Phase Detail Type String True

object_type__v

Global ID String True

global_id__sys

Link String False

link__sys

Name String True

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Account String False

account__v

Patient String False

patient__v

Patient Journey Association String False

patient_journey_association__v

Step Status String False

step_status__v

Patient Journey Step Phase String False

patient_journey_step_phase__v

Step Phase Completion Date Datetime False

step_phase_completion_date__v

Time in Phase (Days) Decimal False

time_in_phase_days__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

PatientJourneyStepPhases

Categorizes different phases within a patient journey step, such as awareness or treatment.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the patient journey step phase record, serving as the primary key for referencing specific phases within a patient's journey.

Patient Journey Step Phase Type String True

The type of the patient journey step phase, classifying the phase according to its role in the patient's overall care process, such as diagnostic, treatment, or recovery phase.

Global ID String True

A globally unique identifier for the patient journey step phase, ensuring consistent identification across different systems or platforms.

Link String False

A hyperlink or URL pointing to additional resources or detailed information about the patient journey step phase, providing easy access to further context or data.

Name String False

The name given to the patient journey step phase, which may describe the phase's purpose or a specific milestone in the patient's treatment or care process.

Status String False

The current status of the patient journey step phase, indicating whether it is active, completed, delayed, or pending, reflecting the phase's state in the patient's journey.

Created By String True

The individual or system responsible for creating the patient journey step phase record, crucial for tracking the origin of the data for auditing purposes.

Created Date Datetime True

The date and time when the patient journey step phase record was created, helping track the timeline of the patient's journey and when each phase began.

Last Modified By String True

The individual or system responsible for the last modification to the patient journey step phase record, providing accountability and clarity regarding updates.

Last Modified Date Datetime True

The date and time when the patient journey step phase was last modified, indicating when changes to the phase data were last made.

Description String False

A textual description of the patient journey step phase, offering detailed information about the phase's objectives, activities, or any relevant clinical milestones.

Order Decimal False

The order of the patient journey step phase in relation to other phases, indicating the sequence in which the phase occurs within the larger context of the patient's journey.

Patient Journey Step Phase Status String False

The status of the specific phase within the patient journey step, such as 'in-progress', 'completed', or 'on-hold', reflecting the current progress of that particular phase.

Legacy CRM Id String False

The identifier from the legacy Customer Relationship Management (CRM) system used to reference this patient journey step phase, useful for data migration or integration tasks.

Patient Journey String False

The patient journey associated with this step phase, linking the phase to the broader process that encompasses the patient's entire treatment and care progression.

CData Cloud

PatientJourneyStepRelationships

Defines relationships or transitions between journey steps.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the patient journey step relationship, serving as the primary key for referencing specific relationships between different steps within the patient's journey.

Patient Journey Step Relationship Type String True

The type of relationship between two patient journey steps, defining how one step is linked to another (for example, sequential, dependent, or alternative).

Global ID String True

A globally unique identifier for the patient journey step relationship, ensuring consistent identification across different systems or platforms.

Link String False

A hyperlink or URL pointing to additional resources or detailed information about the patient journey step relationship, facilitating further exploration or context.

Name String True

The name of the relationship between the two patient journey steps, which may describe the type of transition or interaction between them (for example, 'Referral' or 'Follow-up').

Status String False

The current status of the relationship between the two patient journey steps, indicating whether the relationship is active, completed, or pending.

Created By String True

The individual or system responsible for creating the patient journey step relationship record, providing accountability for data entry and system interactions.

Created Date Datetime True

The date and time when the patient journey step relationship was created, helping to track the timeline and history of relationships within the patient's journey.

Last Modified By String True

The individual or system responsible for the last modification to the patient journey step relationship record, allowing for tracking of updates and edits.

Last Modified Date Datetime True

The date and time when the patient journey step relationship was last modified, indicating when changes were made to the relationship's details.

Patient Journey Step Relationship Status String False

The status of the relationship between two steps within the patient journey, such as 'active', 'completed', 'on-hold', or 'canceled', reflecting the progress or state of the relationship.

Legacy CRM Id String False

The identifier from the legacy Customer Relationship Management (CRM) system used to reference this patient journey step relationship, often used during data migration or system integration.

Controlling Patient Journey String False

The patient journey that governs the relationship between the two steps, establishing the context in which the relationship exists and the overall flow of the journey.

From Step String False

The starting step in the patient journey from which the relationship originates, linking this step to another in the sequence of care or treatment.

Owner String False

The individual or entity that owns or is responsible for the patient journey step relationship, ensuring accountability and management of the relationship.

To Step String False

The destination step in the patient journey to which the relationship leads, establishing the connection between different steps and transitions in the patient's care process.

CData Cloud

PatientJourneySteps

Represents individual stages within a patient journey model.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the patient journey step, which serves as the primary key for referencing specific steps within the patient's journey.

Patient Journey Step Type String True

The type of the patient journey step, categorizing it based on its function or role within the broader patient journey (for example, diagnosis, treatment, or follow-up).

Global ID String True

A globally unique identifier for the patient journey step, ensuring its consistency and uniqueness across different systems and platforms.

Link String False

A hyperlink or URL that provides access to additional resources or more detailed information related to the specific patient journey step, enabling deeper exploration.

Name String False

The name assigned to the patient journey step, which typically represents its purpose or a key event within the patient's care process (for example, 'Initial Consultation' or 'Surgery').

Status String False

The current status of the patient journey step, indicating whether it is active, completed, or pending, reflecting the step's progress in the overall journey.

Created By String True

The individual or system that created the patient journey step record, providing accountability and insight into the data entry process.

Created Date Datetime True

The date and time when the patient journey step was created, which helps track the history and sequence of steps within the patient's journey.

Last Modified By String True

The individual or system responsible for the most recent modification to the patient journey step, allowing tracking of updates and changes to the step details.

Last Modified Date Datetime True

The date and time when the patient journey step was last modified, indicating the most recent changes to the step's attributes or status.

Description String False

A detailed description of the patient journey step, providing context or additional information about the step's role, objectives, and how it fits within the broader journey.

Patient Journey Step Status String False

The status of the patient journey step, such as 'active', 'completed', or 'on-hold', which helps track the progress of the specific step within the patient's journey.

Legacy CRM Id String False

The identifier from the legacy Customer Relationship Management (CRM) system, used to reference this patient journey step in previous CRM systems, often relevant during data migration or system integration.

Patient Journey String False

The patient journey to which this step belongs, establishing the broader context and sequence of steps that the patient follows throughout their care or treatment.

Patient Journey Step Phase String False

The specific phase of the patient journey step, which categorizes the step within a larger stage of the patient's journey (for example, diagnosis phase or treatment phase).

CData Cloud

PatientPrescriptions

patient_prescription__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

PDFMarkupResultHandlers

pdfmarkupresulthandler__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Permalinks

Stores permanent URLs or references for shared records or public-facing content.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the record, serving as the primary key that uniquely identifies each entry within the system.

Name String True

The name assigned to the record, which typically represents its key content or purpose, helping to identify and categorize the item.

Status String False

The current status of the record, indicating its state in the workflow, such as 'active', 'archived', or 'pending review'.

Created By String True

The individual or system that created the record, providing information on who is responsible for the creation of the record.

Created Date Datetime True

The date and time when the record was created, helping track when it was first added to the system.

Last Modified By String True

The individual or system that made the most recent changes to the record, tracking the source of updates.

Last Modified Date Datetime True

The date and time when the record was last modified, helping to track the most recent edits or updates to the record.

Target Document String False

The identifier of the target document associated with the record, typically referencing a related document or file.

Document Reference (unbound) Decimal False

A numeric value representing an unbound reference to the document, typically used for linking or relating the record to the target document in an unstructured manner.

Target Type String False

The type of the target document or resource, often describing the format or category (for example, PDF, Word, or webpage).

Bookmark String False

A reference or label used to mark a specific section or location within the document, enabling easy navigation.

Destination String False

The intended destination or endpoint for the record, such as a webpage, file location, or a section within a document.

Page Decimal False

The page number within the target document, specifying the exact location where the relevant content or information can be found.

Note ID String False

The unique identifier for the note associated with this record, which links the record to specific commentary or annotations.

Global ID String True

A globally unique identifier that ensures consistency and uniqueness for the record across different systems or platforms.

Link String False

A hyperlink or URL associated with the record, providing access to related resources or detailed information about the record.

Bookmark Title String False

The title or name given to the bookmark, which helps users understand the context or content of the bookmarked section.

CData Cloud

Persons

Stores person-level data, often tied to accounts, HCPs, or CRM users.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the person record, serving as the primary key in the system.

Person Type String True

The type or category of the person, such as 'employee', 'contractor', or 'partner', specifying the nature of their role.

Name String True

The full name of the person, typically used for display purposes in the system.

Status String False

The current status of the person, indicating their active, inactive, or archived state in the system.

Created By String True

The user or system that created the person record, providing insight into who initiated the data entry.

Created Date Datetime True

The date and time when the person record was created, allowing for tracking of when the record was added.

Last Modified By String True

The user or system that last modified the person record, showing who made the most recent changes.

Last Modified Date Datetime True

The date and time when the person record was last modified, helping track the most recent update.

Email String False

The email address associated with the person, used for communication purposes within the system.

First Name String False

The first name of the person, typically used for personalization in communication.

Last Name String False

The last name of the person, typically used for identification purposes.

Image String False

A link to the person's image or avatar, used for displaying a photo or graphical representation.

Manager String False

The person or entity that manages or supervises the individual, identifying their direct supervisor or manager.

Language String False

The primary language spoken or preferred by the person, used to tailor communications or interactions.

Locale String False

The locale setting of the person, indicating their regional preferences such as language and format for dates and numbers.

User String False

The username associated with the person in the system, used for system access and identification.

Timezone String False

The timezone of the person, indicating their geographic time zone for scheduling and event management.

Mobile String False

The mobile phone number of the person, used for contacting them directly.

Global ID String True

A globally unique identifier for the person, ensuring consistency and uniqueness across different systems.

Link String False

A URL or hyperlink associated with the person, providing access to additional resources or details.

Veeva ID String True

The unique identifier associated with the person in Veeva, linking the person record to their Veeva profile.

Outbound Email Status String True

The status of any outbound emails sent to the person, such as 'sent', 'failed', or 'pending'.

Primary Street String False

The primary street address for the person, typically used for mailing purposes.

Primary City String False

The primary city in which the person resides, part of their main address.

Primary State String False

The primary state or province in which the person resides, part of their main address.

Primary Zip Code String False

The primary postal or ZIP code for the person's address, used for geographic location.

Primary Country String False

The primary country in which the person resides, part of their main address.

Secondary Street String False

The secondary street address for the person, used for additional address details if applicable.

Secondary City String False

The secondary city in which the person resides, part of their secondary address.

Secondary State String False

The secondary state or province in which the person resides, part of their secondary address.

Secondary Zip Code String False

The secondary postal or ZIP code for the person's address, used for geographic location of the secondary address.

Secondary Country String False

The secondary country in which the person resides, part of their secondary address.

User Country String False

The country of the person, used for categorizing them based on geographic region.

External ID String False

An external identifier assigned to the person, typically from another system or external database.

Fax String False

The fax number associated with the person, used for communication if required.

Middle Name String False

The middle name of the person, used for full identification purposes.

Mobile ID String False

A unique identifier for the mobile device associated with the person, used for managing device-specific data.

Office Phone String False

The office phone number of the person, used for professional communication.

Owner String False

The owner ID of the record, indicating who is responsible for managing or overseeing the person record.

Prefix String False

The prefix used before the person's name, such as 'Mr.', 'Dr.', or 'Mrs.', for formal addressing.

Suffix String False

The suffix used after the person's name, such as 'Jr.', 'Sr.', or 'III', indicating generational or professional designation.

In Merge String True

Indicates if the person record is in the process of being merged with another record.

Legacy CRM Id String False

The identifier of the person in the legacy CRM system, used for tracking and migration purposes.

CData Cloud

PicklistValues

Lists all predefined selectable values configured for picklist fields in the system.

Columns

Name Type ReadOnly Description
PickListName [KEY] String False

The name of the picklist, which represents a predefined list of values that can be selected in a field. It is used to categorize and define sets of valid options for a particular field.

Name [KEY] String True

The specific value or option name within the picklist, representing a unique entry that can be selected from the list of available options.

Label String False

The human-readable label or description associated with the picklist value. This label is displayed in the user interface, providing context or a more user-friendly representation of the value.

CData Cloud

PlanogramLines

Represents individual rows or product placements within a planogram layout.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for each record in the planogram line type.

Planogram Line Type String True

The type or category of the planogram line, used to classify the line item.

Global ID String True

A globally unique identifier for the planogram line, used for external references.

Link String False

The hyperlink or URI associated with the planogram line for referencing or accessing related data.

Planogram Line Name String True

The name of the planogram line, typically representing its specific designation or title.

Status String False

Current operational status of the planogram line, for example, active, inactive.

Created By String True

The identifier or name of the person or system that created the planogram line.

Created Date Datetime True

The date and time when the planogram line was initially created.

Last Modified By String True

The identifier or name of the person or system who last modified the planogram line.

Last Modified Date Datetime True

The date and time when the planogram line was last modified.

Horizontal Decimal False

The number of horizontal facings or the width occupancy for the product on the planogram line.

Vertical Decimal False

The number of vertical facings or the height occupancy for the product on the planogram line.

Fixture Type String False

The type of fixture used to hold or display the products on the planogram line.

Height Double False

The height of the planogram line or fixture as measured vertically.

Orientation String False

The orientation of the planogram line, such as landscape or portrait.

Position From Base Double False

The vertical distance from the base of the display to the planogram line.

Position From Left Double False

The horizontal distance from the left side of the display to the planogram line.

Width Double False

The width of the planogram line or fixture, typically measured horizontally.

Planogram String False

The planogram associated with the product display, representing the entire display layout.

Product String False

The product associated with the planogram line, specifying what is being displayed.

Legacy CRM Id String False

The identifier used in the legacy CRM system to track the planogram line.

CData Cloud

Planograms

Defines visual product placement layouts for in-store display or promotional setups.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the planogram type record.

Planogram Type String True

The type or category of the planogram, which defines its general purpose or configuration.

Global ID String True

A globally unique identifier used to reference the planogram type across systems.

Link String False

A URL or hyperlink pointing to the planogram type's details or related resources.

Planogram Name String False

The name of the planogram type, typically representing its specific designation.

Status String False

The operational status of the planogram type, such as active, inactive, or archived.

Created By String True

The identifier of the person or system responsible for creating the planogram type.

Created Date Datetime True

The date and time when the planogram type was first created.

Last Modified By String True

The identifier of the person or system who last modified the planogram type.

Last Modified Date Datetime True

The date and time when the planogram type was last modified.

End Date Date False

The end date of the planogram type's lifecycle, indicating when it is no longer valid.

External Id String False

An identifier used externally, typically for integration with other systems.

Height Double False

The height of the planogram, typically representing the vertical dimension of the display.

Start Date Date False

The start date of the planogram type's lifecycle, indicating when it becomes active.

Width Double False

The width of the planogram, typically representing the horizontal dimension of the display.

Owner String False

The person or system responsible for managing and maintaining the planogram type.

Legacy CRM Id String False

The identifier used in the legacy CRM system to track the planogram type.

CData Cloud

PlanTactics

Stores tactical actions linked to strategic product or marketing plans.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the record of the account tactic.

Global ID String True

A globally unique identifier used to reference the account tactic across systems.

Link String False

A URL or hyperlink pointing to the account tactic's details or related resources.

Name String False

The name of the account tactic, representing its specific designation or label.

Status String False

The operational status of the account tactic, such as active, completed, or pending.

Created By String True

The identifier of the person or system responsible for creating the account tactic record.

Created Date Datetime True

The date and time when the account tactic was created.

Last Modified By String True

The identifier of the person or system who last modified the account tactic record.

Last Modified Date Datetime True

The date and time when the account tactic was last modified.

Account Tactic Progress Double False

The progress percentage of the account tactic's completion.

Completed Account Tactics Decimal False

The number of account tactics that have been completed.

Mobile ID String False

The identifier associated with the mobile device used for tracking the account tactic.

Progress Double False

The current progress status of the account tactic, usually in percentage.

Plan Tactic Status String False

The status of the associated plan tactic, such as initiated, in-progress, or completed.

Total Account Tactics Decimal False

The total number of account tactics associated with this record.

Account Plan String False

The name or identifier of the account plan that this tactic belongs to.

Product String False

The product associated with the account tactic.

Owner String False

The person or system responsible for managing the account tactic.

Legacy CRM Id String False

The identifier used in the legacy CRM system to track the account tactic.

Share With String False

The list of users or systems with whom the account tactic information is shared.

CData Cloud

PodTask

sdkpodtask__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

PortalSettings

Contains configuration settings for CRM portal functionality and behavior.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the portal profile record.

Global ID String True

A globally unique identifier for referencing the portal profile across systems.

Link String False

A URL or hyperlink pointing to the portal profile's details or related resources.

Name String False

The name of the portal profile.

Status String False

The operational status of the portal profile, such as active or inactive.

Created By String True

The identifier of the person or system that created the portal profile record.

Created Date Datetime True

The date and time when the portal profile was created.

Last Modified By String True

The identifier of the person or system who last modified the portal profile.

Last Modified Date Datetime True

The date and time when the portal profile was last modified.

Portal Profile Name String False

The name or label given to the portal profile.

Portal Version Decimal False

The version number of the portal profile, representing its update or release.

Setup Owner ID String False

The identifier for the setup owner responsible for the portal profile.

Security Profile String False

The security profile associated with the portal profile, defining access controls.

Legacy CRM Id String False

The identifier used in the legacy CRM system to track the portal profile.

Application Profile String False

The application profile associated with the portal, containing application-specific settings.

CData Cloud

Positions

Stores job titles or organizational roles associated with CRM users.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the position record.

Position Type String True

The type of position being tracked, such as primary or secondary role.

Global ID String True

A globally unique identifier used across systems for referencing the position record.

Link String False

A URL or link to more detailed information regarding the position.

Poitions Name String True

The name or title of the position held.

Status String False

The operational status of the position, such as active or inactive.

Created By String True

The identifier of the person or system that created the position record.

Created Date Datetime True

The date and time when the position record was created.

Last Modified By String True

The identifier of the person or system who last modified the position record.

Last Modified Date Datetime True

The date and time when the position record was last modified.

End Date Date False

The end date of the position, indicating when the role was concluded.

External Id String False

An external identifier used to reference the position in other systems.

Institution Type String False

The type of institution associated with the position, such as university, hospital, or company.

Institution String False

The name of the institution or organization where the position was held.

Job Title String False

The specific title or designation of the position held.

Past Position String False

The previous position held, if applicable, related to the current role.

Position Type2 String False

An additional categorization of the position type, if required for reporting or classification.

Primary Position Bool False

Indicates whether this is the primary position for the person.

Record Type Name String False

The type or category of the record, such as 'employment' or 'appointment'.

Start Date Date False

The date when the position commenced.

Account String False

The associated account or entity related to the position.

Owner String False

The owner or responsible entity for managing this position record.

Legacy CRM Id String False

The identifier used in the legacy CRM system for tracking this position.

CData Cloud

PredictionMetrics

prediction_metric__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Name String True

name__v

Status String True

status__v

Global ID String True

global_id__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Predictions

predictions__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Prediction ID String True

name__v

Status String True

status__v

Global ID String True

global_id__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Preferences

Captures user-specific settings and preferences for customizing the CRM experience.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the preferences record.

Global ID String True

A globally unique identifier used across systems for referencing the preferences.

Link String False

A URL or link to access more detailed information regarding the preferences.

Preferences Name String True

The name or label of the preferences configuration.

Status String False

The operational status of the preferences record (for example, active or inactive).

Created By String True

The identifier of the person or system that created the preferences record.

Created Date Datetime True

The date and time when the preferences record was created.

Last Modified By String True

The identifier of the person or system who last modified the preferences record.

Last Modified Date Datetime True

The date and time when the preferences record was last modified.

Analytics Call Status String False

The status of the analytics calls associated with the preferences.

Analytics Call Types String False

The different types of analytics calls enabled or used in the preferences.

Analytics Compare Territories String False

Indicates if the comparison of territories is included in the analytics preferences.

Analytics Count Attendees Bool False

Indicates whether the count of attendees is included in the analytics.

Count Weekend Calls? Bool False

Indicates if weekend calls should be counted in the analytics.

Analytics Cycle Plans String False

Defines the cycle plans included in the analytics preferences.

Analytics Datatype String False

Specifies the data type used in the analytics for this preferences set.

Analytics Display By String False

Defines how the analytics data should be displayed (for example, by account or by territory).

Analytics Display Competitors Bool False

Indicates if competitors should be displayed in the analytics.

Analytics Market Category String False

Defines the market category used for analytics purposes.

Analytics My Products String False

Specifies which products are considered in the user's analytics.

Analytics Payer Top Products Bool False

Indicates if the payer's top products should be included in the analytics.

Analytics Products String False

Specifies the products included in the analytics preferences.

Analytics Scale String False

Defines the scale of the analytics, such as regional, national, or global.

Analytics Start End Dates String False

Defines the date range used for the analytics (start date to end date).

Analytics Territories String False

Specifies which territories are included in the analytics.

Analytics Timeframe String False

Defines the timeframe over which the analytics are calculated.

Calendar Share Recent Items String False

Specifies the recent items to share in the calendar preferences.

Calls Per Day Decimal False

Defines the number of calls allowed or recommended per day for analytics.

CollapseSchedule Bool False

Indicates whether the schedule should be collapsed in the user interface.

Disable App Sounds Bool False

Indicates whether sounds in the app are disabled for the user.

Disable CLM Calendar Bool False

Indicates whether the Closed Loop Marketing (CLM) calendar feature is disabled.

Disable Call Cycle View Bool False

Indicates whether the call cycle view feature is disabled.

ENABLE ORDER LINE TOTAL ROUND Bool False

Enables rounding of the order line total value.

Enable Order Single Entry Bool False

Indicates whether single entry for orders is enabled.

Event Country Config String False

Specifies the country-specific configurations for event management.

Event Management User Bool False

Indicates if the user has event management privileges.

Five Day Week Bool False

Indicates whether the system uses a five-day week for scheduling and planning.

Formulary View String False

Specifies the formulary view configuration in the preferences.

JDNET Segment String False

Defines the segment in JDNET (a database or tool used for categorization).

Last Analytic String False

Specifies the last analytic configuration used.

Last_List_Scheduler_Account_List String False

Defines the last account list used in the list scheduler.

Last Map Scheduler Account List String False

Defines the last map scheduler account list used.

Last Map Scheduler Bookmark String False

Defines the last bookmark used in the map scheduler.

Last Scheduler Account List String False

Defines the last account list used in the scheduler.

Last Target Decimal False

Specifies the last target value used for analytics.

Last Territory Used String False

Specifies the last territory used in analytics.

Last View Used String False

Specifies the last view used in analytics or scheduling.

MCCP Activity Type Switch String False

Defines the switch for the MCCP activity type in the preferences.

Profile String False

Defines the profile associated with the preferences.

Records Per Page Decimal False

Specifies the number of records displayed per page in the interface.

Scheduler Cycle Plan Display String False

Defines how the cycle plan should be displayed in the scheduler.

Time Zone String False

Specifies the time zone used for scheduling and analytics.

Type String False

Defines the type of preferences, such as analytics or scheduling settings.

Analytic Market String False

Specifies the market used in analytics.

Analytics Segment String False

Defines the segment used in the analytics preferences.

Last Account View Used String False

Specifies the last account view used in the system.

Last_List_Scheduler_Bookmark String False

Specifies the last bookmark used in the list scheduler.

Last Scheduler Bookmark String False

Specifies the last bookmark used in the scheduler.

User String False

Defines the user associated with the preferences.

Owner String False

Defines the owner of the preferences record.

Legacy CRM Id String False

Specifies the legacy CRM identifier for tracking purposes.

Application Profile String False

Specifies the application profile associated with the preferences.

CData Cloud

PricingRules

Defines rules for applying pricing logic across different products or conditions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the pricing rule.

Pricing Rule Type String True

The type of pricing rule, such as discount or promotional rule.

Global ID String True

A globally unique identifier for the pricing rule used across systems.

Link String False

A URL or link to more detailed information regarding the pricing rule.

Pricing Rule Name String False

The name of the pricing rule.

Status String False

The current status of the pricing rule, such as active or inactive.

Created By String True

The identifier of the person or system that created the pricing rule.

Created Date Datetime True

The date and time when the pricing rule was created.

Last Modified By String True

The identifier of the person or system that last modified the pricing rule.

Last Modified Date Datetime True

The date and time when the pricing rule was last modified.

Account Group String False

The account group associated with the pricing rule.

Active Bool False

Indicates whether the pricing rule is active or inactive.

Chain Rule Operator String False

The operator used in a chain rule, if applicable (for example, AND or OR).

Chain Rule Bool False

Indicates whether the pricing rule is part of a chain rule.

Comparison Type String False

The type of comparison used in the pricing rule, such as equal or greater than.

Cross_Product_Rule Bool False

Indicates whether the pricing rule applies across multiple products.

Delivery End Date Date False

The end date for the delivery under the pricing rule.

Delivery Order Bool False

Indicates whether the delivery is part of the pricing rule.

Delivery Start Date Date False

The start date for the delivery under the pricing rule.

Discount Override Max Double False

The maximum allowed override for the discount under the pricing rule.

Discount Override Double False

The amount by which the discount can be overridden.

End Date Date False

The date when the pricing rule ends.

External Id String False

An external identifier for the pricing rule.

Free Goods Max Decimal False

The maximum value of free goods under the pricing rule.

Free Goods Percentage Max Double False

The maximum percentage of free goods allowed under the pricing rule.

Free Goods Percentage Double False

The percentage of free goods granted under the pricing rule.

Free Goods Decimal False

The total amount of free goods granted under the pricing rule.

Limit Bound Bool False

Indicates whether the pricing rule has a limit bound.

List Price Decimal False

The list price of the product under the pricing rule.

List Price Corp Decimal True

The corporate list price of the product under the pricing rule.

Local Currency String False

The local currency used for the pricing rule.

Minimum Delivery Time Frame Decimal False

The minimum delivery time frame allowed under the pricing rule.

Net Price Min Decimal False

The minimum net price allowed under the pricing rule.

Net Price Min Corp Decimal True

The minimum corporate net price allowed under the pricing rule.

Net Price Decimal False

The net price under the pricing rule.

Net Price Corp Decimal True

The corporate net price under the pricing rule.

Payment Max String False

The maximum payment allowed under the pricing rule.

Payment String False

The payment terms under the pricing rule.

Price Book String False

The price book associated with the pricing rule.

Pricing Group String False

The pricing group associated with the pricing rule.

Product Comparison Type String False

The type of product comparison used in the pricing rule.

Product Maximum Decimal False

The maximum allowed price for the product under the pricing rule.

Product Minimum Decimal False

The minimum allowed price for the product under the pricing rule.

Maximum Quantity Decimal False

The maximum quantity allowed under the pricing rule.

Minimum Quantity Decimal False

The minimum quantity required for the pricing rule.

Rule Description String False

A description of the pricing rule.

Start Date Date False

The date when the pricing rule starts.

Suggested Retail Price Decimal False

The suggested retail price of the product under the pricing rule.

Suggested Retail Price Corp Decimal True

The corporate suggested retail price under the pricing rule.

Suggestion Text String False

Text describing the pricing suggestion under the rule.

Suggestion Threshold Decimal False

The threshold at which the pricing suggestion is applied.

Account String False

The account associated with the pricing rule.

Comparison_Product String False

The product used for comparison in the pricing rule.

Contract String False

The contract associated with the pricing rule.

Order Campaign String False

The order campaign linked to the pricing rule.

Product String False

The product associated with the pricing rule.

Owner String False

The owner of the pricing rule.

Discount Double True

The discount applied under the pricing rule.

Legacy CRM Id String False

The identifier used in the legacy CRM system for tracking this pricing rule.

Include All Preferred Deliveries Bool False

Indicates whether all preferred deliveries are included in the pricing rule.

Preferred Delivery End Date Date False

The end date for preferred delivery under the pricing rule.

Preferred Delivery Start Date Date False

The start date for preferred delivery under the pricing rule.

Pricing Rule Key String False

A unique key identifying the pricing rule.

CData Cloud

PricingSubrules

Represents detailed components or conditions within a larger pricing rule.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the record within the system.

Global ID String True

The globally unique identifier assigned by the system for integration or tracking purposes.

Link String False

The system-generated hyperlink or reference to directly access the record.

Name String True

The name of the pricing rule or associated record for easier human readability.

Status String False

The current state of the record, such as active, inactive, or deprecated.

Created By String True

The username or identifier of the user who originally created the record.

Created Date Datetime True

The date and time when the record was first created in the system.

Last Modified By String True

The user who most recently updated or modified the record.

Last Modified Date Datetime True

The date and time when the record was last modified.

Comparison Type String False

The type of comparison logic (for example, greater than or equals) used in evaluating the pricing rule.

Inventory Monitoring Field Value String False

The specific value being monitored within the inventory field for compliance or rule triggering.

Inventory Monitoring Line Field String False

The specific field within a line item monitored in the inventory management process.

Maximum Quantity Decimal False

The upper threshold for quantity used in pricing or inventory conditions.

Minimum Quantity Decimal False

The lower threshold for quantity used in pricing or inventory conditions.

Pricing Rule String False

The reference to the pricing rule logic or configuration being applied.

Product String False

The identifier of the specific product that the rule or configuration applies to.

Legacy CRM Id String False

The original identifier of the record from a legacy Customer Relationship Management (CRM) system.

CData Cloud

ProcessMonitors

aln_process_monitor__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ProcessTasks

aln_process_task__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Process Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ProductCatalog

Stores the master list of all products available within the CRM.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the product record.

Global ID String True

The global system identifier used for integration purposes.

Link String False

The system-generated hyperlink or reference to the product record.

Product Name String False

The name of the product for display and reference.

Status String False

The current status of the product, such as Active or Inactive.

Created By String True

The user who created the product record.

Created Date Datetime True

The date and time when the product record was created.

Last Modified By String True

The user who last modified the product record.

Last Modified Date Datetime True

The date and time of the most recent modification to the product record.

Bundle Pack Bool False

Indicates whether the product is sold as part of a bundle pack.

Cold Chain Bool False

Indicates whether the product requires cold chain storage or transportation.

Company Product Bool False

Indicates whether the product is owned or manufactured by the company.

Consumer site String False

The consumer-facing site or URL associated with the product.

Controlled Substance Bool False

Indicates whether the product is classified as a controlled substance.

Cost Decimal False

The local cost of the product.

Cost Corp Decimal True

The corporate-level cost of the product used for financial tracking.

Local Currency String False

The currency code used to report product cost or value.

Create Lot Catalog Bool False

Indicates whether a lot catalog should be created for the product.

Description String False

The full descriptive text for the product.

Display Order Decimal False

The order in which the product is displayed in the interface or catalog.

Distributor String False

The primary distributor of the product.

External ID String False

The identifier of the product in an external system.

Fixed U/M? Bool False

Indicates whether the unit of measure for the product is fixed and cannot be changed.

Height Double False

The height of the product, typically in centimeters or inches.

Inventory Monitoring Bool False

Indicates whether the product is subject to inventory monitoring.

Inventory Order UOM String False

The unit of measure used when placing inventory orders for the product.

Inventory Quantity Per Case Decimal False

The number of units of the product contained in a single case.

Manufacturer String False

The name of the organization that manufactures the product.

Master Align Id String False

The identifier used to align the product across systems or hierarchies.

No Cycle Plans Bool False

Indicates whether the product is excluded from all cycle plans.

No Details Bool False

Indicates whether product detail information is unavailable or not applicable.

No Metrics Bool False

Indicates whether metrics should be disabled for this product.

Pricing Bound Bool False

Indicates whether pricing constraints are enforced for the product.

Pricing Rule Quantity Bound Bool False

Indicates whether quantity constraints are enforced by the pricing rule.

Product Identifier String False

The unique product identifier used across systems.

Product Thumbnail String False

The URL or reference to the thumbnail image of the product.

Product Type String False

The category or classification of the product, such as OTC or Prescription.

Product Value Decimal False

The commercial value of the product at the local level.

Product Value Corp Decimal True

The commercial value of the product at the corporate level.

Product info String False

The additional information or summary content about the product.

Quantity Per Case Decimal False

The total number of product units included in a case.

Require Discussion String False

The discussion topic or flag required when detailing the product.

Require Key Message On Detail Bool False

Indicates whether a key message must be delivered during detailing.

Restricted States String False

The list of states where the product is restricted from distribution or promotion.

Restricted Bool False

Indicates whether the product is restricted in general usage or distribution.

Sample Quantity Bound Bool False

Indicates whether sampling quantities are limited by a rule.

Sample Quantity String False

The selected quantity from a predefined list for sample distribution.

Sample U/M String False

The unit of measure used for product samples (for example, tablets or vials).

Schedule String False

The regulatory or legal schedule classification of the product.

Sort Code String False

The code used for sorting or grouping the product in listings.

State Distributor Category String False

The distributor category used for state-specific classifications.

Therapeutic Area String False

The medical or therapeutic area that the product addresses.

User Aligned Bool False

Indicates whether the product is aligned with specific users for targeting or access.

Veeva External Id String False

The external identifier used by the Veeva platform for integration.

Width Double False

The width of the product, typically measured in centimeters or inches.

Therapeutic Class String False

The therapeutic classification of the product for regulatory or commercial use.

Parent Product String False

The identifier of the parent product in a product family or bundle.

Owner String False

The identifier of the user or team responsible for the product record.

No Promo Items String True

Indicates whether promotional items are associated with the product.

Legacy CRM Id String False

The identifier of the product from a legacy Customer Relationship Management (CRM) system.

Brand Color Code String False

The color code used for branding and visual identification.

Custom Text Bool False

Indicates whether custom text is enabled for the product configuration.

Competitor String False

The name of a competing product or manufacturer.

CDS State Schedule String False

The Controlled Drug Substance (CDS) schedule specific to state regulations.

CData Cloud

ProductEvents

Captures significant product-related milestones, launches, or regulatory events.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the event record within the system.

Global ID String True

The globally unique system identifier used for integration and tracking.

Link String False

The system-generated hyperlink or reference to the event record.

Event Name String False

The name of the event for display and reference purposes.

Status String False

The current status of the event, such as scheduled, completed, or cancelled.

Created By String True

The user who originally created the event record.

Created Date Datetime True

The date and time when the event record was created in the system.

Last Modified By String True

The user who last modified or updated the event record.

Last Modified Date Datetime True

The date and time when the event record was most recently modified.

Description String False

The full descriptive text or notes related to the event.

Event Date Date False

The scheduled date of the event.

Product Catalog String False

The associated product catalog relevant to the event.

Legacy CRM Id String False

The original identifier of the event record from a legacy Customer Relationship Management (CRM) system.

CData Cloud

ProductFamilies

product_family__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Link String False

link__sys

Product Family Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Original Source ID String False

original_source_id__v

Generic Name String False

generic_name__v

Therapeutic Area String False

therapeutic_area__v

Product Family Abbreviation String False

abbreviation__v

Source Status String False

source_status__v

Deleted in Source? Bool False

deleted_in_source__v

Product Category String False

product_category__v

Scientific Name String False

scientific_name__v

Source Vault ID String False

source_vault_id__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ProductGroupMaps

Maps products to defined groups for segmentation or reporting purposes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the record within the system.

Global ID String True

The globally unique identifier used for system integration and tracking.

Link String False

The system-generated hyperlink or reference to access the record.

Id2 String True

The secondary identifier or name associated with the record.

Status String False

The current state of the record, such as active or inactive.

Created By String True

The user who initially created the record.

Created Date Datetime True

The date and time when the record was created in the system.

Last Modified By String True

The user who most recently modified the record.

Last Modified Date Datetime True

The date and time when the record was last updated.

Analytics Product Group String False

The classification of the product within an analytics reporting group.

Product String False

The name or identifier of the associated product.

Legacy CRM Id String False

The identifier of the record from a legacy Customer Relationship Management (CRM) system.

CData Cloud

ProductGroups

Defines groupings of products by category, business unit, or therapeutic area.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the product group record within the system.

Global ID String True

The globally unique identifier used for system integration and tracking.

Link String False

The system-generated hyperlink or reference to access the product group record.

Product Group Name String False

The name of the product group for display and organizational purposes.

Status String False

The current state of the product group record, such as active or inactive.

Created By String True

The user who originally created the product group record.

Created Date Datetime True

The date and time when the product group record was created.

Last Modified By String True

The user who most recently updated the product group record.

Last Modified Date Datetime True

The date and time when the product group record was last modified.

Description String False

The full descriptive text or notes associated with the product group.

End Date Date False

The date on which the product group or its terms become inactive or end.

Master Align Id String False

The alignment identifier used to group related records across systems.

Quantity Decimal False

The numerical quantity associated with the product group.

Start Date Date False

The date on which the product group or its terms become active or effective.

Product Catalog String False

The catalog or listing in which the product group is included.

Product String False

The name or identifier of the product associated with the group.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

CData Cloud

ProductInformations

Contains key information and labeling data about individual products.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the product information record within the system.

Product Information Type String True

The type or category of the product information, used for classification.

Global ID String True

The globally unique identifier used for integration across systems.

Link String False

The system-generated hyperlink or reference to access the product information record.

Product Information Name String False

The name or title of the product information for display purposes.

Status String False

The current state of the product information record, such as active or inactive.

Created By String True

The user who originally created the product information record.

Created Date Datetime True

The date and time when the product information record was created.

Last Modified By String True

The user who most recently updated the product information record.

Last Modified Date Datetime True

The date and time of the most recent modification to the record.

External ID String False

The identifier for the product information from an external system.

Recommended Quantity Decimal False

The suggested quantity of the product based on analysis or business rules.

Recommendation Reason String False

The explanation or rationale for the recommended quantity.

Account String False

The account associated with the product recommendation or information.

Product String False

The product related to the recommendation or informational entry.

Owner String False

The user or team responsible for maintaining the product information record.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

Veeva External ID String False

The external system identifier used by the Veeva platform.

CData Cloud

ProductJourneyStages

Tracks stages of a product's market journey, such as launch or maturity.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the product journey stage record within the system.

Product Journey Stage Type String True

The classification or type of the product journey stage object.

Global ID String True

The globally unique identifier used for system-wide integration and tracking.

Link String False

The system-generated hyperlink or reference to the product journey stage record.

Name String True

The name or title of the product journey stage for display and reference.

Status String False

The current state of the product journey stage, such as active or inactive.

Created By String True

The user who originally created the product journey stage record.

Created Date Datetime True

The date and time when the product journey stage record was created.

Last Modified By String True

The user who most recently modified the product journey stage record.

Last Modified Date Datetime True

The date and time when the product journey stage record was last updated.

Barriers String False

The obstacles or challenges identified at this stage of the product journey.

Brand Goals String False

The brand-specific objectives or targets associated with this stage.

External ID String False

The identifier for the product journey stage from an external system.

Stage String False

The specific stage in the product journey lifecycle, such as awareness or adoption.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

Detail Group String False

The grouping of details or messages linked to this product journey stage.

Product String False

The product associated with the journey stage record.

Owner String False

The user or team responsible for managing the product journey stage.

User Country String False

The country of the user associated with the product journey stage.

CData Cloud

ProductMaps

product_map__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Product Map Type String True

object_type__v

Global ID String True

global_id__sys

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Object String False

object__v

Dependent Field String False

dependent_field__v

Controlling Detail or Detail Topic String False

controlling_detail_product__v

Controlling Detail Group String False

controlling_detail_group__v

Available Picklist Values String False

available_picklist_values__v

External Id String True

external_id__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ProductMetrics

Stores performance indicators or statistics related to product engagement and success.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the product metrics record within the system.

Global ID String True

The globally unique identifier used for system-wide integration and tracking.

Link String False

The system-generated hyperlink or reference to access the product metrics record.

Product Metrics Name String True

The name or title of the product metrics entry for reference.

Status String False

The current state of the product metrics record, such as active or inactive.

Created By String True

The user who originally created the product metrics record.

Created Date Datetime True

The date and time when the product metrics record was created.

Last Modified By String True

The user who most recently updated the product metrics record.

Last Modified Date Datetime True

The date and time when the product metrics record was last modified.

Awareness String False

The awareness level or perception of the product among the target audience.

Engagements Decimal False

The number of engagements or interactions with the product.

External ID String False

The identifier of the product metrics record from an external system.

Formulary Status String False

The product's status within healthcare formularies or coverage lists.

Investigator Readiness String False

The readiness level of clinical investigators associated with the product.

Mobile ID String False

The mobile-specific identifier associated with the product metrics record.

Movement Double False

The numeric change or shift in product performance over time.

Selling Stage String False

The current stage in the sales process or cycle for the product.

Speaker Skills String False

The assessed communication or presentation skills of product speakers or advocates.

12 mo TRx Chg Double False

The change in total prescriptions (TRx) over the past 12 months.

Account String False

The account associated with the product metrics record.

Detail Group String False

The grouping of details or messages related to the product.

Location Child String False

The child-level geographic location associated with the product metrics record.

Location Parent String False

The parent-level geographic location associated with the product metrics record.

Location String False

The general location related to the product metrics data.

Products String False

The list of products associated with this metrics record.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

CData Cloud

ProductPlans

Houses strategic plans focused on product development, launch, or lifecycle management.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the product plan record within the system.

Global ID String True

The globally unique identifier used for integration across systems.

Link String False

The system-generated hyperlink or reference to the product plan record.

Product Plan Name String False

The name or title of the product plan for reference and display.

Status String False

The current state of the product plan, such as active or inactive.

Created By String True

The user who originally created the product plan record.

Created Date Datetime True

The date and time when the product plan record was created.

Last Modified By String True

The user who most recently modified the product plan record.

Last Modified Date Datetime True

The date and time when the product plan record was last updated.

Active Bool False

The flag indicating whether the product plan is currently active.

% Complete Double False

The percentage of completion for the product plan based on progress tracking.

Description String False

The full descriptive text or notes related to the product plan.

Product Plan Status String False

The current status of the product plan workflow or lifecycle.

Detail Group String False

The grouping of related detail messages or communication materials.

Product String False

The product associated with the product plan.

Owner String False

The user or team responsible for managing the product plan record.

Legacy CRM Id String False

The identifier for the product plan from a legacy Customer Relationship Management (CRM) system.

CData Cloud

ProductStrategies

Outlines strategic approaches for marketing or positioning a product.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the product strategy record within the system.

Global ID String True

The globally unique identifier used for system-wide integration and tracking.

Link String False

The system-generated hyperlink or reference to access the product strategy record.

Product Strategy String False

The name or title of the product strategy for display and reference.

Status String False

The current state of the product strategy, such as active, inactive, or draft.

Created By String True

The user who originally created the product strategy record.

Created Date Datetime True

The date and time when the product strategy record was created.

Last Modified By String True

The user who most recently modified the product strategy record.

Last Modified Date Datetime True

The date and time when the product strategy record was last updated.

Active Bool False

The flag indicating whether the product strategy is currently active.

Description String False

The full descriptive text or summary related to the product strategy.

Est. Shr Incr Double False

The estimated market share increase associated with implementing this strategy.

External ID String False

The identifier of the product strategy in an external system.

Strategy Type String False

The classification or category of the strategy, such as marketing or positioning.

Product Plan String False

The associated product plan that this strategy supports or is aligned with.

Owner String False

The user or team responsible for managing the product strategy record.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

CData Cloud

ProductTactics

Captures specific actions and activities supporting a broader product strategy.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the record within the system.

Global ID String True

The globally unique identifier used for system-wide integration and tracking.

Link String False

The system-generated hyperlink or reference to access the record.

Name String False

The name or title of the item for display and reference.

Status String False

The current state of the record, such as active, inactive, or archived.

Created By String True

The user who originally created the record.

Created Date Datetime True

The date and time when the record was created in the system.

Last Modified By String True

The user who most recently modified the record.

Last Modified Date Datetime True

The date and time when the record was last updated.

Active Bool False

The flag indicating whether the item is currently active.

Description String False

The full descriptive text or summary related to the item.

Product String False

The product associated with the item or record.

Type String False

The classification or category assigned to the item.

Product Strategy String False

The product strategy associated with this item.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

CData Cloud

ProductViews

Defines saved configurations for displaying filtered or organized product data.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the product view record within the system.

Product View Type String True

The classification or object type of the product view.

Global ID String True

The globally unique identifier used for cross-system integration and tracking.

Link String False

The system-generated hyperlink or reference to access the product view record.

Product View Name String False

The name or title of the product view for display and user reference.

Status String False

The current status of the product view, such as active or inactive.

Created By String True

The user who originally created the product view record.

Created Date Datetime True

The date and time when the product view record was created.

Last Modified By String True

The user who most recently updated the product view record.

Last Modified Date Datetime True

The date and time when the product view record was last modified.

Active Bool False

The flag indicating whether the product view is currently active.

Filter Criteria String False

The filtering conditions applied to define which products are shown in the view.

Sharing Group String False

The group of users or roles with whom the product view is shared.

Owner String False

The user or team responsible for managing the product view.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

CData Cloud

ProfilingAttributes

profiling_attribute__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Link String False

link__sys

Name String True

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Profiling Template String False

profiling_template__v

Column Type String False

type__v

Object String False

object__v

Field String False

field__v

Color String False

color__v

Sequence Decimal False

sequence__v

Product String False

product__v

Detail Group String False

detail_group__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ProfilingSheets

profiling_sheet__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Link String False

link__sys

Name String True

name__v

Status String True

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Lifecycle State Stage ID String True

state_stage_id__sys

Lifecycle Stage String True

stage__sys

Profiling Template String False

profiling_template__v

Comment String False

comment__v

Owner String False

ownerid__v

Number of Changes Decimal False

number_of_changes__v

Profiling Sheet Status String False

profiling_sheet_status__v

Mobile ID String False

mobile_id__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ProfilingTemplates

profiling_template__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Link String False

link__sys

Name String False

name__v

Status String True

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Lifecycle State Stage ID String True

state_stage_id__sys

Lifecycle Stage String True

stage__sys

Description String False

description__v

Instructions String False

instructions__v

Due Date Date False

due_date__v

Country String False

country__v

User Type String False

user_type__v

Account Types String False

account_types__v

Product String False

product__v

Detail Group String False

detail_group__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Projects

aln_project__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Publications

Stores bibliographic and metadata details about scientific or medical publications.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the publication record within the system.

Global ID String True

The globally unique identifier used for integration and system-wide tracking.

Link String False

The system-generated hyperlink or reference to access the publication record.

Publications ID String True

The identifier or name used to label the publication entry.

Status String False

The current status of the publication record, such as active or archived.

Created By String True

The user who originally created the publication record.

Created Date Datetime True

The date and time when the publication record was created.

Last Modified By String True

The user who most recently updated the publication record.

Last Modified Date Datetime True

The date and time when the publication record was last modified.

Date Date False

The official date of the publication, such as print or release date.

External ID String False

The identifier for the publication in an external system or source.

Journal String False

The journal in which the publication appeared or was submitted.

Journal2 String False

The full name of the journal associated with the publication.

PubMed ID String False

The PubMed identifier (PMID) assigned to the publication.

PubMed URL String False

The direct URL to the publication on the PubMed website.

Publication Type String False

The type or category of the publication, such as article or abstract.

Title String False

The title of the publication as it appears in the journal or database.

Account String False

The associated account or organization related to the publication.

Owner String False

The user or team responsible for managing the publication record.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

CData Cloud

QuestionDesignReferenceDocuments

question_design_reference_document__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Questions

Stores structured questions used in surveys, checklists, or assessments.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the question record within the system.

Question Type String True

The classification or type of the question, such as multiple choice or text entry.

Global ID String True

The globally unique identifier used for system integration and cross-platform tracking.

Link String False

The system-generated hyperlink or reference to access the question record.

Question ID String True

The identifier or code assigned to the question.

Status String False

The current status of the question, such as active, inactive, or draft.

Created By String True

The user who originally created the question record.

Created Date Datetime True

The date and time when the question record was created in the system.

Last Modified By String True

The user who most recently modified the question record.

Last Modified Date Datetime True

The date and time when the question record was last updated.

Active Bool False

The flag indicating whether the question is currently active.

Answer Choices String False

The available answer options associated with the question.

External ID String False

The identifier for the question record in an external system.

Owner String False

The user or team responsible for managing the question record.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

Language String False

The language in which the question text is written.

Question Text String False

The actual text or wording of the question presented to users.

CData Cloud

QueueDispositionsLists

queue_disposition_list__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

QueueForms

queue_form__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ReceivedEmails

Logs inbound emails received through integrated channels for tracking and analysis.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the received email record within the system.

Received Email Type String True

The classification or object type of the received email.

Global ID String True

The globally unique identifier used for system-wide integration and tracking.

Link String False

The system-generated hyperlink or reference to access the received email record.

Email Message String True

The subject or name used to reference the received email.

Status String True

The current status of the received email, such as active, processed, or discarded.

Created By String True

The user who originally created the record for the received email.

Created Date Datetime True

The date and time when the received email record was created.

Last Modified By String True

The user who most recently modified the email record.

Last Modified Date Datetime True

The date and time when the email record was last updated.

Lifecycle String True

The lifecycle to which this email record belongs, defining its overall progression.

Lifecycle State String True

The current state of the lifecycle, such as Draft, Active, or Closed.

Lifecycle State Stage ID String True

The identifier of the current lifecycle state stage for the email.

Lifecycle Stage String True

The descriptive name of the lifecycle stage associated with the email.

Attachment Count Decimal False

The number of attachments included with the received email.

Discarded Bool False

The flag indicating whether the email has been discarded or excluded from processing.

Email Body String False

The raw body content of the received email.

Email Platform String False

The platform or system through which the email was received (such Gmail or Outlook).

External Thread Id String False

The identifier used by external systems to track the email conversation thread.

Formatted Email Body String False

The processed and formatted version of the email body, suitable for display.

Headers String False

The header metadata from the received email, including routing and sender information.

Received DateTime Datetime False

The exact date and time when the email was received.

Receiver String False

The recipient of the received email.

Sender String False

The sender or originator of the received email.

Subject String False

The subject line of the received email.

Email Message Id String False

The unique message identifier (UUID) assigned to the email message.

Latest Attachment Added Date Datetime False

The date and time when the most recent attachment was added.

External Thread Index String False

The external system's index or order value for the conversation thread.

CData Cloud

RecordListHandlerCode

recordlisthandlercode__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

RecordListHandlers

recordlisthandler__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Server Code String False

server_code__sys

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

RecordRoleTriggerGroups

recordroletriggergroup__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

SDK Group String False

sdk_group__sys

Checksum String False

checksum__sys

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

RecordTriggerGroups

recordtriggergroup__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

SDK Group String False

sdk_group__sys

Checksum String False

checksum__sys

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

ReferenceDocuments

Stores documents used as references during calls, events, or regulatory processes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the reference document record within the system.

Reference Document Type String True

The classification or object type of the reference document.

Global ID String True

The globally unique identifier used for system-wide integration and tracking.

Link String False

The system-generated hyperlink or reference to access the reference document.

Name String False

The name or title of the reference document.

Status String False

The current status of the reference document, such as active, expired, or draft.

Created By String True

The user who originally created the reference document record.

Created Date Datetime True

The date and time when the reference document record was created.

Last Modified By String True

The user who most recently modified the reference document record.

Last Modified Date Datetime True

The date and time when the reference document record was last updated.

Document Id String False

The internal identifier assigned to the document within the system.

Reference Document Status String False

The current lifecycle status of the reference document.

VExternal Id String False

The external identifier used by Veeva systems for this document.

Vault DNS String False

The domain name system (DNS) reference for the Veeva Vault where the document resides.

Vault External Id String False

The external system ID of the document in Veeva Vault.

Vault GUID String False

The globally unique identifier (GUID) of the document in the Veeva Vault.

Vault Last Modified Date Time Datetime False

The timestamp of the most recent update to the document in the Veeva Vault.

Version String False

The current version of the reference document.

Legacy CRM Id String False

The identifier of the document from a legacy Customer Relationship Management (CRM) system.

Product String False

The product associated with the reference document.

Owner String False

The user or team responsible for maintaining the reference document.

Language String False

The language in which the reference document is written or published.

Allow PDF Download Bool False

The flag indicating whether PDF downloads are allowed for this document.

Allow Source Download Bool False

The flag indicating whether source file downloads are allowed for this document.

Contains Boxed Warning Bool False

The flag indicating whether the document includes a boxed warning, such as an FDA warning.

External Display Name String False

The display name of the document used externally, such as customers or healthcare providers.

Veeva Distribution String False

The distribution method or channel for the document via the Veeva system.

CDN Path String True

The path to the document on the content delivery network (CDN).

CData Cloud

ReferenceLookups

Supports lookup functionality for reference values used across the system.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the lookup configuration record within the system.

Name String True

The name or label assigned to the lookup configuration.

Status String False

The current status of the lookup configuration, such as active or inactive.

Created By String True

The user who originally created the lookup configuration record.

Created Date Datetime True

The date and time when the lookup configuration record was created.

Last Modified By String True

The user who most recently modified the lookup configuration record.

Last Modified Date Datetime True

The date and time when the lookup configuration record was last updated.

Connection String False

The system-level reference to the data connection used in the lookup.

Lookup Type String False

The type of lookup operation being performed, such as single match or multi-match.

Source Key String False

The key field from the source system used in the lookup.

Target Key String False

The key field in the target system used for matching.

Target Key Field String False

The specific field in the target system that serves as the lookup key.

Target Object String False

The object or table in the target system being referenced by the lookup.

Global ID String True

The globally unique identifier used for system-wide integration and tracking.

Link String False

The system-generated hyperlink or reference to access the lookup configuration record.

CData Cloud

RemoteMeetingAttendees

Captures details about participants in virtual or remote meetings.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the remote meeting attendee record.

Remote Meeting Attendee Type String True

The classification or object type of the remote meeting attendee.

Global ID String True

The globally unique identifier used for system-wide tracking and integration.

Link String False

The system-generated hyperlink to access the attendee record.

Remote Meeting Attendee Name String True

The name or label assigned to the attendee record.

Status String False

The current status of the attendee record, such as active or archived.

Created By String True

The user who originally created the attendee record.

Created Date Datetime True

The date and time when the attendee record was created.

Last Modified By String True

The user who last modified the attendee record.

Last Modified Date Datetime True

The date and time when the attendee record was last updated.

Attendee Type String False

The type of attendee, such as HCP, internal user, or guest.

Device String False

The device used by the attendee to join the meeting, such as laptop or mobile.

IP Address String False

The IP address from which the attendee joined the meeting.

Join Time Datetime False

The date and time when the attendee joined the meeting.

Leave Time Datetime False

The date and time when the attendee left the meeting.

Meeting End Time Datetime False

The time when the remote meeting officially ended.

Meeting Start Time Datetime False

The time when the remote meeting officially started.

Meeting Type On24 String False

The type of meeting if conducted via ON24 platform.

Display Name String False

The display name shown in the remote meeting interface.

Network Type String False

The type of network used by the attendee, such as Wi-Fi or cellular.

Participant Id String False

The identifier used to represent the attendee within the meeting system.

SpotMe Attended Session Bool False

The flag indicating whether the attendee participated in a SpotMe session.

SpotMe Live Claps Decimal False

The number of live claps recorded during a SpotMe session.

SpotMe Live Questions Decimal False

The number of live questions submitted by the attendee during a SpotMe session.

SpotMe Live Viewing Decimal False

The total seconds the attendee viewed a live SpotMe session.

SpotMe Replay Viewing Decimal False

The total seconds the attendee viewed a SpotMe replay session.

Veeva External Id String False

The external identifier used by the Veeva platform for this attendee.

Veeva Remote Meeting Id String False

The identifier for the remote meeting in the Veeva platform.

Account String False

The associated account or organization linked to the attendee.

Call String False

The call record associated with the remote meeting attendee.

Event Attendee String False

The link to the event attendee record related to the meeting.

Event Session Attendee String False

The link to the event session attendee record.

Event Session String False

The session of the event that the attendee participated in.

Event Speaker String False

The reference to the event speaker record, if the attendee was a speaker.

Event String False

The overall event linked to the remote meeting attendance.

Remote Meeting String False

The specific remote meeting session that the attendee joined.

User String False

The internal user associated with the attendee record.

Meeting Duration Decimal True

The total duration of the attendee's participation in the meeting, in seconds.

Legacy CRM Id String False

The identifier of the attendee record from a legacy CRM system.

CData Cloud

RemoteMeetingRatings

Stores feedback ratings submitted for remote meeting sessions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the remote meeting rating record.

Remote Meeting Rating Type String True

The classification or object type of the remote meeting rating.

Global ID String True

The globally unique identifier used for system-wide integration and tracking.

Link String False

The system-generated hyperlink or reference to access the rating record.

Remote Meeting Rating Name String True

The name or title assigned to the remote meeting rating.

Status String False

The current status of the remote meeting rating, such as active or archived.

Created By String True

The user who originally created the remote meeting rating record.

Created Date Datetime True

The date and time when the rating record was created.

Last Modified By String True

The user who most recently modified the remote meeting rating record.

Last Modified Date Datetime True

The date and time when the rating record was last updated.

Device String False

The type of device used by the participant when submitting the rating.

Network Type String False

The type of network connection used, such as Wi-Fi or cellular.

Rating Audio Bool False

The flag indicating whether the audio quality was rated.

Rating Content Bool False

The flag indicating whether the content quality was rated.

Rating Ease Of Use Bool False

The flag indicating whether the ease of use was rated.

Rating Joining Bool False

The flag indicating whether the process of joining the meeting was rated.

Rating Other Bool False

The flag indicating whether another aspect was rated.

Rating Overall Meeting Experience Decimal False

The numeric score representing the overall meeting experience.

Rating Screen Share Bool False

The flag indicating whether the screen sharing experience was rated.

Rating Submitted Datetime Datetime False

The date and time when the rating was submitted.

Rating Video Bool False

The flag indicating whether the video quality was rated.

Rating Virtual Meeting Bool False

The flag indicating whether the overall virtual meeting experience was rated.

Veeva External Id String False

The external identifier used by the Veeva platform for this rating.

Veeva Remote Meeting Id String False

The identifier of the remote meeting in the Veeva platform.

Call String False

The associated call record related to the rating.

Event Attendee String False

The event attendee associated with the rating submission.

Event Speaker String False

The speaker associated with the event and rating.

Event String False

The overall event linked to the remote meeting rating.

Remote Meeting String False

The remote meeting session that was rated.

Owner String False

The user or team responsible for the rating record.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

CData Cloud

RemoteMeetings

Tracks virtual meetings, including schedule, attendance, and engagement data.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the remote meeting record.

Remote Meeting Type String True

The classification or object type of the remote meeting.

Global ID String True

The globally unique identifier used for cross-system integration and tracking.

Link String False

The system-generated hyperlink or reference to access the remote meeting record.

Remote Meeting Name String True

The name or title of the remote meeting.

Status String False

The current status of the remote meeting, such as scheduled, completed, or cancelled.

Created By String True

The user who originally created the remote meeting record.

Created Date Datetime True

The date and time when the remote meeting record was created.

Last Modified By String True

The user who most recently modified the remote meeting record.

Last Modified Date Datetime True

The date and time when the remote meeting record was last updated.

Allow for Joining Event via Zoom Bool False

The flag indicating whether users can join the event via Zoom.

Allow for Joining via Zoom Bool False

The flag indicating whether users can join the meeting directly via Zoom.

Processing Status String False

The processing status of the attendance report for the remote meeting.

Description String False

The description or summary information related to the remote meeting.

Engagement Minutes Double False

The total number of minutes of participant engagement recorded during the meeting.

Latest Meeting Start Datetime Datetime False

The most recent start time for the meeting session.

Meeting Id String False

The unique identifier assigned to the meeting by the remote meeting platform.

Meeting Name String False

The name of the meeting session as configured in the remote platform.

Meeting Outcome Status String False

The final status or result of the meeting, such as completed or failed.

Meeting Password String False

The password required to join the meeting if one is set.

Mobile ID String False

The identifier for mobile access to the remote meeting record.

Rating Submitted? Bool False

The flag indicating whether a participant submitted a meeting rating.

Scheduled DateTime Datetime False

The date and time when the remote meeting was scheduled to begin.

Successfully Scheduled Bool False

The flag indicating whether the meeting was successfully scheduled.

Veeva External Id String False

The external identifier used by the Veeva platform for the meeting.

Zoom Join Token String False

The token used to securely join the Zoom meeting.

Dial In Numbers String False

The phone numbers provided for joining the meeting via dial-in.

Assigned Host String False

The user assigned as the host of the remote meeting.

Event String False

The associated event that the remote meeting is part of.

Alternative Host 1 String False

The first alternative host assigned to the meeting.

Alternative Host 2 String False

The second alternative host assigned to the meeting.

Alternative Host 3 String False

The third alternative host assigned to the meeting.

Owner String False

The user or team responsible for managing the remote meeting record.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

Microsoft Teams Meeting External Id String False

The external identifier for the Microsoft Teams meeting.

Microsoft Teams Meeting Link String False

The link used to join the meeting via Microsoft Teams.

User Country String False

The country of the user associated with the remote meeting.

CData Cloud

RepRoster

Lists field representatives, their territories, and team alignments.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the user record within the system.

Global ID String True

The globally unique identifier used for integration and system-wide tracking.

Link String False

The system-generated hyperlink or reference to access the user record.

User Name String False

The name of the user for display and reference purposes.

Status String False

The current status of the user record, such as active or inactive.

Created By String True

The user who originally created the user record.

Created Date Datetime True

The date and time when the user record was created.

Last Modified By String True

The user who most recently modified the user record.

Last Modified Date Datetime True

The date and time when the user record was last updated.

Address Line 1 String False

The primary street address associated with the user.

Address Line 2 String False

The secondary street address associated with the user, if applicable.

City String False

The city in which the user is located.

Computer Asset Tag String False

The asset tag number assigned to the user's computer.

Fax Number String False

The fax number associated with the user.

Home Phone String False

The user's home phone number.

Mobile Number String False

The user's mobile phone number.

Organization Id String False

The identifier for the organization the user belongs to.

State String False

The state or province associated with the user's address.

Territory String False

The assigned sales or operational territory for the user.

Username External Id String False

The external system identifier for the user's username.

VIN # String False

The Vehicle Identification Number (VIN) associated with the user, if applicable.

Zip String False

The ZIP or postal code for the user's address.

Owner String False

The user or team responsible for managing this user record.

Legacy CRM Id String False

The identifier for the user record from a legacy CRM system.

CData Cloud

RequestNotifications

requestnotification__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

Checksum String False

checksum__sys

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

RollupRuleCriteria

aln_rollup_rule_criteria__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

RollupRules

aln_rollup_rule__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

RosterMemberApplicationRoles

aln_roster_member_application_role__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

RosterMembers

aln_roster_member__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

RosterMemberTerritories

aln_roster_member_territory__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

RuleDefinitions

Defines validation or business logic rules enforced across the system.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the rule definition record within the system.

Rule Definition Type String True

The classification or object type of the rule definition.

Global ID String True

The globally unique identifier used for system-wide integration and tracking.

Link String False

The system-generated hyperlink or reference to access the rule definition record.

Rule Definition Name String False

The name or title of the rule definition for display and reference.

Status String False

The current status of the rule definition, such as active or inactive.

Created By String True

The user who originally created the rule definition record.

Created Date Datetime True

The date and time when the rule definition record was created.

Last Modified By String True

The user who most recently modified the rule definition record.

Last Modified Date Datetime True

The date and time when the rule definition record was last updated.

Active Bool False

The flag indicating whether the rule definition is currently active.

CRC String False

The cyclic redundancy check (CRC) value used to validate data integrity.

Display Field String False

The field used for display purposes when referencing the rule.

Error Condition Formula String False

The formula or logic that defines the condition under which the rule triggers an error.

Master Message String False

The primary message shown when the error condition is met.

Order Decimal False

The order or priority in which the rule should be evaluated or displayed.

Supported Bool False

The flag indicating whether the rule is supported in the current system environment.

VExternal Id String False

The external identifier used by the Veeva platform for the rule definition.

Object String False

The object or module to which the rule definition applies.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

CData Cloud

RuleMessageTranslations

Stores translated versions of rule-based error or guidance messages.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the rule message translation record within the system.

Rule Message Translation Type String True

The classification or object type of the rule message translation.

Global ID String True

The globally unique identifier used for integration and cross-system tracking.

Link String False

The system-generated hyperlink or reference to access the rule message translation record.

Rule Message Translation Name String True

The name or label of the rule message translation for display purposes.

Status String False

The current status of the rule message translation, such as active or inactive.

Created By String True

The user who originally created the rule message translation record.

Created Date Datetime True

The date and time when the rule message translation record was created.

Last Modified By String True

The user who most recently modified the rule message translation record.

Last Modified Date Datetime True

The date and time when the rule message translation record was last updated.

Language String False

The language in which the rule message is translated.

Message Translation String False

The translated version of the rule message in the specified language.

VExternal Id String False

The external identifier used by the Veeva platform for the translation record.

Rule Definition String False

The rule definition to which this translated message is linked.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

CData Cloud

RuleObjectHeaders

Top-level records defining scope and context for grouped validation rules.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the rule object header record within the system.

Rule Object Header Type String True

The classification or object type of the rule object header.

Global ID String True

The globally unique identifier used for integration and cross-platform tracking.

Link String False

The system-generated hyperlink or reference to access the rule object header.

Rule Object Header Name String False

The name or label of the rule object header for display and identification.

Status String False

The current status of the rule object header, such as active or inactive.

Created By String True

The user who originally created the rule object header record.

Created Date Datetime True

The date and time when the rule object header record was created.

Last Modified By String True

The user who most recently modified the rule object header record.

Last Modified Date Datetime True

The date and time when the rule object header record was last updated.

Devices String False

The list of devices or platforms to which the rule object header applies.

Number Validation Rules Decimal False

The number of validation rules associated with this rule object header.

Predicate String False

The conditional logic or expression used to trigger or apply the rule.

Rule Object Header Status String False

The current state or result of the rule object header execution.

VExternal Id String False

The external identifier used by the Veeva platform for this record.

Owner String False

The user or team responsible for managing the rule object header.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system.

CData Cloud

SalesIncrementalTransactions

Tracks changes in sales transactions over time by capturing only newly created or modified records since the last data load. This is used for efficient data synchronization and delta processing in downstream reporting and analytics.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the sales incremental transaction record.

Global ID String True

System-generated global identifier used for cross-vault or cross-system integration.

Link String False

System-managed URL linking to the detailed record in Veeva Vault.

Sales Incremental Transaction Name String False

Descriptive name or title assigned to the sales incremental transaction.

Status String False

Current processing status of the transaction, such as Draft, Submitted, or Completed.

Created By String True

Username or ID of the individual who initially created the transaction record.

Created Date Datetime True

Timestamp indicating when the transaction record was first created.

Last Modified By String True

Username or ID of the person who last updated the transaction.

Last Modified Date Datetime True

Date and time when the transaction record was last modified.

Delivery Price Double False

Total price associated with the delivery of the product to the customer.

Distributor Branch Id Decimal False

Unique identifier for the specific branch of the distributor responsible for the transaction.

Distributor Comment String False

Additional notes or instructions provided by the distributor regarding the transaction.

Distributor Id Decimal False

Unique identifier for the distributor organization involved in the transaction.

External ID Decimal False

Identifier used by external systems to reference this transaction for integration or reconciliation.

Hospital Id Decimal False

Unique identifier for the hospital or healthcare institution involved in the transaction.

Issue Date Date False

Date on which the transaction document or slip was officially issued.

Metric 1 Double False

Custom numerical metric 1 used for analytical or reporting purposes.

Metric 2 Double False

Custom numerical metric 2 used for analytical or reporting purposes.

Metric 3 Double False

Custom numerical metric 3 used for analytical or reporting purposes.

Pharmacy Id Decimal False

Identifier of the pharmacy that fulfilled or participated in the transaction.

Product String False

Product group or category associated with the transaction line item.

Receipt Comment String False

Optional comment or note recorded on the receipt of the transaction.

Sales Date Date False

Actual date on which the sale was executed or finalized.

Sales Quantity Double False

Quantity of the product sold in this transaction.

Settlement Price Double False

Final negotiated or settled price agreed upon for the transaction.

Slip Number String False

Reference number or code associated with the transaction slip or invoice.

Slip Type String False

Classification of the transaction slip, such as Invoice, Credit Note, or Debit Memo.

Transaction Datetime Datetime False

Full timestamp capturing the precise date and time of the transaction event.

Unit Price Double False

Price per unit of the product sold in the transaction.

Owner String False

User or system responsible for ownership and governance of the transaction record.

Legacy CRM Id String False

Identifier referencing this transaction in a previous or legacy ustomer Relationship Management (CRM) system.

CData Cloud

SalesTransactions

Contains detailed records of all sales transactions, including product, quantity, date, and associated accounts or territories. This serves as the primary source of truth for sales activity reporting and performance metrics.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the sales transaction record.

Global ID String True

System-generated global identifier used to reference the transaction across Vault instances.

Link String False

System-generated link to directly access the sales transaction record within the Vault application.

Sales Transaction Name String False

Name or title of the sales transaction, typically representing the transaction event or purpose.

Status String False

Current status of the sales transaction, such as Draft, Approved, or Completed.

Created By String True

User who initially created the sales transaction record.

Created Date Datetime True

Date and time when the sales transaction was first created.

Last Modified By String True

User who last modified the sales transaction record.

Last Modified Date Datetime True

Date and time of the most recent update to the sales transaction record.

B100 Double False

Custom metric B100 associated with the transaction, potentially used for financial or performance tracking.

B101 Double False

Custom metric B101 tied to the transaction, which can represent a pricing, quantity, or adjustment value.

B102 Double False

Custom numeric field B102 for capturing transaction-specific data, such as discount rates or unit costs.

B103 Double False

Numeric field B103, used for custom calculations or business metrics related to the transaction.

B104 Double False

User-defined field B104, commonly used to track monetary values or internal scoring.

B105 Double False

Numeric field B105, potentially used to represent tax, markup, or volume-related values.

B106 Double False

Field B106 stores custom quantitative data tied to the sales transaction process.

B107 Double False

Custom metric B107, typically configured for analytics or operational tracking.

B108 Double False

User-defined numeric value B108 related to transaction performance or classification.

B109 Double False

Custom field B109 used to store additional computed or imported financial data.

B10 Double False

Legacy or system-specific metric B10, can represent a subtotal or line-level amount.

B110 Double False

Custom data point B110, configured for a business rule or workflow logic.

B111 Double False

User-configurable metric B111, used for validation or reporting calculations.

B112 Double False

Numerical value B112 designed for transaction-specific analytics or summarization.

B113 Double False

Custom field B113 storing numeric details related to transaction categorization.

B114 Double False

Metric B114, likely used for tracking amounts, rates, or quantities in a transaction.

B115 Double False

Numeric field B115 supporting business-specific reporting or segmentation.

B116 Double False

Calculated or user-entered value B116 representing transaction metadata or detail.

B117 Double False

Field B117 reserved for custom extensions to the transaction model.

B118 Double False

Final numeric metric B118 used in sales transaction analytics, validation, or documentation.

B119 Double False

Represents the transaction amount or quantity for item or metric code B119, typically used in performance or sales reporting.

B11 Double False

Contains the numerical value associated with item or indicator B11, which can represent a specific sales volume or metric.

B120 Double False

Stores the value for sales metric B120, potentially used for regional or category-specific reporting.

B121 Double False

Numeric field capturing data related to B121, possibly tied to transactional performance or product-specific statistics.

B122 Double False

Reflects data for sales indicator B122, which can denote a particular sales phase or customer segment metric.

B123 Double False

Holds the calculated value for B123, typically representing detailed breakdowns in transaction-level data.

B124 Double False

Includes metric data under code B124, often used for analytical tracking of sales performance.

B125 Double False

Captures the recorded value for B125, likely representing sales effectiveness or call outcome metrics.

B126 Double False

This is used to store the double-precision value for B126, possibly linked to a time-based or region-specific transaction count.

B127 Double False

Contains numerical data for B127, which can be related to incentive tracking, goals, or performance KPIs.

B128 Double False

Stores sales-related information under code B128, often used in advanced analytics or trend analysis.

B129 Double False

Numeric field representing the value of B129, potentially tied to compliance tracking or activity-based scoring.

B12 Double False

Reflects transaction data or metric value under B12, possibly summarizing totals or sales rep performance.

B130 Double False

Represents a calculated or input value for B130, frequently used in sales dashboards or reporting models.

B131 Double False

Represents metric B131, a numerical field likely used to capture a sales-specific quantitative attribute such as product units, order volume, or regional allocation data.

B132 Double False

Contains the B132 metric value, which can reflect a financial figure, performance indicator, or transactional count relevant to sales activities.

B133 Double False

Stores the B133 value, potentially representing a derived or calculated measure within a sales reporting context such as average units sold or commission amount.

B134 Double False

Captures the B134 metric, typically associated with secondary sales data points like adjusted totals or returns.

B135 Double False

Tracks B135, a numeric value possibly linked to discount rates, product availability scoring, or quota fulfillment.

B136 Double False

Represents B136, which can relate to the conversion rate or sales penetration for a particular product or segment.

B137 Double False

Holds the B137 value, often tied to business intelligence KPIs such as regional performance indexes or campaign-level metrics.

B138 Double False

Numeric field B138, which can denote revenue contribution or a target achievement percentage in the context of sales.

B139 Double False

Captures B139, a metric that could be used for measuring productivity, engagement level, or cross-sell ratios.

B13 Double False

Represents the B13 numeric indicator, a foundational metric used across sales reports or dashboards for aggregating performance.

B140 Double False

Stores the B140 field, likely related to revenue targets, sales incentives, or market share tracking.

B141 Double False

Contains B141, a sales data metric often used to calculate trend analysis or year-over-year growth.

B142 Double False

Captures B142 values that might reflect tiered pricing impact, demand variance, or product ranking scores.

B143 Double False

Represents the B143 numeric indicator, potentially associated with internal benchmarking or compliance metrics.

B144 Double False

Tracks B144 values that can be utilized for operational forecasting or incentive payout modeling.

B145 Double False

Holds the B145 metric, typically tied to performance thresholds, deal closure ratios, or sales velocity.

B146 Double False

Stores B146, which can represent a cumulative or weighted value used in executive reporting or sales analysis models.

B147 Double False

Represents the total number of product samples distributed during the transaction, as recorded in field b147__v.

B148 Double False

Indicates the total monetary value of all samples distributed, helping track high-value transactions via b148__v.

B149 Double False

Captures the total volume or units sold in this transaction, aligned with field b149__v for inventory movement tracking.

B14 Double False

Reflects a custom metric such as a transaction discount or adjustment factor, tied to field b14__v.

B150 Double False

Denotes the number of Healthcare Professional (HCP) engagements linked to this sales event, stored in b150__v.

B151 Double False

Records the number of promotional materials shared during the sales call, as captured in b151__v.

B152 Double False

Measures the duration of the sales call or interaction in minutes, tracked using b152__v.

B153 Double False

Represents a performance score or effectiveness rating of the transaction, calculated and stored in b153__v.

B154 Double False

Indicates the percentage of the sales target achieved in this transaction, logged in b154__v.

B155 Double False

Stores the bonus eligibility or earned incentive value for the sales rep related to this transaction, in b155__v.

B156 Double False

Reflects a compliance score or audit metric for the sales interaction, recorded in field b156__v.

B157 Double False

Captures the number of product variants discussed or presented during the transaction, noted in b157__v.

B158 Double False

Represents the customer satisfaction score, usually gathered post-transaction, and stored in b158__v.

B159 Double False

Denotes the count of follow-up actions scheduled or completed as part of this transaction, from field b159__v.

B15 Double False

Captures a transaction-specific metric such as co-promotion indicator or marketing tag value, using b15__v.

B160 Double False

Logs the number of samples returned, exchanged, or adjusted post-transaction, recorded in b160__v.

B161 Double False

Metric B161: Captures the total monetary value of promotional samples distributed during the transaction period, used for compliance and tracking.

B162 Double False

Metric B162: Represents the calculated average spend per territory associated with this transaction entry, typically used in sales performance evaluations.

B163 Double False

Metric B163: Indicates the total volume of product units transferred in this transaction, reflecting operational throughput.

B164 Double False

Metric B164: Tracks the return quantity of distributed items for reconciliation and loss prevention purposes.

B165 Double False

Metric B165: Denotes adjusted gross revenue after discounts have been applied to the original transaction value.

B166 Double False

Metric B166: Captures total tax applied to the transaction, including both sales and regulatory taxes where applicable.

B167 Double False

Metric B167: Represents the amount attributed to shipping and handling fees included in the transaction.

B168 Double False

Metric B168: Reflects the number of interactions recorded with healthcare providers in connection to this transaction.

B169 Double False

Metric B169: Summarizes the number of samples requested in follow-up to this transaction by the receiving party.

B16 Double False

Metric B16: Historical field retained for compatibility with legacy reporting systems, can represent deprecated or transitional values.

B170 Double False

Metric B170: Reflects the cumulative value of bonuses or incentives issued to field reps based on this transaction's metrics.

B171 Double False

Metric B171: Tracks calculated cost-per-call derived from field activity linked to the transaction.

B172 Double False

Metric B172: Indicates the number of products with low inventory thresholds triggered during this transaction.

B173 Double False

Metric B173: Denotes compliance score assigned to the transaction based on regulatory guidelines or internal policy.

B174 Double False

Metric B174: Captures transaction-level flags for audit review, quality assurance, or data verification processes.

B175 Double False

Metric B175: Stores calculated forecast accuracy by comparing expected vs. actual sales performance in this transaction.

B176 Double False

Metric B176: Represents internal risk rating or alert level assigned based on transaction irregularities or anomalies.

B177 Double False

Custom field B177 capturing a numeric sales-related metric specific to transaction audits or performance tracking.

B178 Double False

Custom field B178 used to store calculated values related to pricing, discounts, or financial adjustments during a sales transaction.

B179 Double False

Custom metric B179 that can reflect inventory counts, batch-level totals, or regulatory compliance data in sales workflows.

B17 Double False

Field B17 typically stores a numeric value such as a transaction score, risk factor, or forecast indicator.

B180 Double False

Custom field B180 potentially representing volume-based sales data, quantity multipliers, or promotional impact figures.

B181 Double False

Numeric field B181 tracking partner-related revenue shares, sales commissions, or allocation metrics.

B182 Double False

Field B182 used to record detailed numeric inputs such as expected delivery counts, sample allocation, or sales thresholds.

B183 Double False

Custom field B183 capturing structured financial metrics, such as invoice discrepancies or tax computations tied to a transaction.

B184 Double False

Field B184 used in transaction analytics to quantify customer-level segmentation or campaign responsiveness.

B185 Double False

Numeric field B185 storing reporting-specific values like year-over-year sales change, margin variances, or product-level benchmarks.

B186 Double False

Custom metric B186 used for internal tracking of SLA adherence, delivery turnaround time, or fulfillment rates.

B187 Double False

Field B187 likely designed to store sales scorecards, transaction-based evaluations, or compliance checkpoints.

B188 Double False

Field B188 represents numeric inputs linked to budget allocations, sales planning, or incentive payout estimations.

B189 Double False

Custom field B189 tracking operational performance metrics such as distribution accuracy, region-based performance, or logistics delays.

B18 Double False

Field B18 typically holds a transaction-level numeric identifier, such as a sales stage progress index or milestone achievement score.

B190 Double False

Custom numeric field B190 designed for advanced reporting calculations, potentially involving weighted averages or predictive scoring models.

B191 Double False

Represents the numeric value associated with transaction attribute B191, which can correspond to a specific sales metric or internal identifier used in revenue tracking.

B192 Double False

Numeric field capturing the value for B192, potentially indicating a secondary measurement related to the sales transaction such as a bonus, tax, or adjustment.

B193 Double False

Stores a quantitative detail for field B193, likely representing a transaction-specific calculation such as margin, rate, or allocation.

B194 Double False

Denotes the value of field B194, which can be used to represent a special condition, conversion factor, or auxiliary amount in the context of a sales event.

B195 Double False

Holds the numerical data for B195, potentially a derived figure such as prorated cost, distributed revenue, or tier-based value.

B196 Double False

Reflects the value associated with B196, which might correspond to an internal system flag, quota metric, or adjusted transaction score.

B197 Double False

Captures the transaction-specific amount for B197, possibly indicating regional variance, cost override, or incentive payout.

B198 Double False

Numeric representation of B198, which can be a result of business logic related to rebates, net sales, or promotion deductions.

B199 Double False

Stores the double-precision number for B199, used potentially for performance indicators, ROI calculations, or transactional benchmarks.

B19 Double False

Represents a key numeric value from field B19, often linked to legacy codes or standardized values used across historical transaction records.

B1 Double False

Core transaction amount or indicator labeled as B1, possibly representing the primary sales figure or unit price in the transaction dataset.

B200 Double False

Captures the calculated or input value for B200, often used for extended transaction attributes such as total discount or customer ranking score.

B201 Double False

Stores the value of B201, which can represent estimated impact, strategic forecast data, or pipeline-derived contribution.

B202 Double False

Numeric field for B202, likely associated with transaction metadata such as sales channel weight, allocation ratio, or uplift factor.

B203 Double False

Holds the double value for B203, potentially tied to regulatory reporting, audit scoring, or CRM-influenced transaction weight.

B204 Double False

Represents the value stored in B204, which could be relevant for compliance factors, exception tracking, or procedural adjustments.

B205 Double False

Numeric data field for B205, which can reflect a concluding metric in the sales transaction pipeline, such as final evaluated value or quality assurance adjustment.

B206 Double False

Represents a numeric metric associated with transactional performance, possibly a sales efficiency or conversion ratio indicator.

B207 Double False

Quantitative value capturing a specific financial detail within the sales transaction, potentially related to rebates or discounts applied.

B208 Double False

Holds a decimal-based value likely corresponding to tax adjustments or a calculated financial offset applied to the sale.

B20 Double False

Stores a numerical code or measure used to segment transaction categories, such as region or product type.

B21 Double False

Captures the unit cost or price per item sold in a given sales transaction.

B22 Double False

Represents the total quantity of units sold for the item within the transaction record.

B23 Double False

Reflects the gross transaction amount prior to discounts, taxes, or adjustments.

B24 Double False

Indicates the discount applied to the transaction, recorded as a numeric value.

B25 Double False

Represents tax or VAT calculated for the transaction line item.

B26 Double False

Final amount after applying discounts and taxes, serving as the net transaction value.

B27 Double False

Tracks the commission or incentive value earned for this transaction line.

B28 Double False

Contains the budget allocation value from the marketing or sales budget attributed to this transaction.

B29 Double False

Numeric field used for auditing purposes, potentially tracking internal validation scores or system checks.

B2 Double False

Stores the transaction sequence or priority index, helping define order or processing logic.

B30 Double False

Represents a custom financial calculation applied to the transaction, such as margin or profitability ratio.

B31 Double False

Captures an adjustment or correction applied post-transaction, used for financial reconciliation.

B32 Double False

Captured numeric value representing sales-related attribute B32, typically associated with customer-specific transaction metrics.

B33 Double False

Numeric value for B33, which can correspond to calculated revenue figures or performance thresholds tied to a sales operation.

B34 Double False

Represents a transaction-specific metric B34, often used in the context of sales event logging or reporting analysis.

B35 Double False

Quantitative field used to track value B35, which could relate to inventory movement, sales volume, or pricing adjustments.

B36 Double False

This is used to store financial or operational figures labeled as B36, such as sales discounts, surcharges, or allocation ratios.

B37 Double False

Reflects a transaction factor B37, commonly used for internal reporting on customer engagements or product performance.

B38 Double False

This column tracks metric B38, typically linked to promotional effectiveness, sales representative output, or regional performance.

B39 Double False

Stores numeric value B39, which could indicate invoice totals, rebate amounts, or internal adjustment coefficients.

B3 Double False

Represents base metric B3, frequently used in legacy transaction tracking or as a foundational sales data component.

B40 Double False

Contains figure B40 related to secondary financial indicators like commissions, bonuses, or channel-specific allocations.

B41 Double False

A value representing attribute B41, often associated with client groupings, specialty campaign results, or offer tracking.

B42 Double False

Sales transaction field B42, possibly referencing currency conversions, unit sales in bundles, or performance indexing.

B43 Double False

This is used for tracking operational metric B43, which can pertain to delivery compliance, logistics KPIs, or distribution effort.

B44 Double False

Stores measurement B44, likely related to territory-based performance analysis or vertical market segmentation outcomes.

B45 Double False

Numeric representation of B45, which can support audit trail evaluations, escalation flags, or workflow scoring.

B46 Double False

Captures quantitative detail B46, possibly associated with VAT, tax implications, or pricing tier differentiation.

B47 Double False

Represents transaction variable B47, generally used for special case sales activities, such as incentive qualification or exception handling.

B48 Double False

Custom numeric field B48, often used to capture a transaction-specific metric such as discount rate or secondary commission amount.

B49 Double False

Custom numeric field B49, which can represent an override value, rebate percentage, or similar sales adjustment metric.

B4 Double False

Custom numeric field B4, typically configured to store region-specific sales figures or a derived calculation based on quantity and unit price.

B50 Double False

Custom numeric field B50, often used to store a calculated field such as promotional value, bonus allocation, or pricing variance.

B51 Double False

Custom numeric field B51, potentially representing a secondary sales performance indicator or territory-based sales quota.

B52 Double False

Custom numeric field B52, likely capturing transactional costs such as shipping fees, handling charges, or packaging expenses.

B53 Double False

Custom numeric field B53, used to track supplementary sales data such as adjusted net value or customer-level adjustments.

B54 Double False

Custom numeric field B54, intended to hold alternate revenue figures such as exchange rate-adjusted revenue or tax-adjusted amounts.

B55 Double False

Custom numeric field B55, capturing metrics linked to customer engagement levels or incentive-based volume tiers.

B56 Double False

Custom numeric field B56, which can be used to hold data for time-sensitive sales elements like flash discount totals or campaign spend.

B57 Double False

Custom numeric field B57, used for tracking metrics tied to digital sales channels, such as app-based transactions or website-specific revenue.

B58 Double False

Custom numeric field B58, which could reflect legacy import values, conversion-adjusted amounts, or integration-transferred data.

B59 Double False

Custom numeric field B59, generally used for customized reporting, capturing data like forecast overrides or market simulation outcomes.

B5 Double False

Custom numeric field B5, commonly used in sales performance reports, potentially representing a fixed monthly quota or benchmark value.

B60 Double False

Custom numeric field B60, used for high-level rollup data such as quarterly aggregate sales or pipeline-weighted projections.

B61 Double False

Custom numeric field B61, capturing transaction-level statistics such as sales effectiveness ratios or conversion efficiency scores.

B62 Double False

Custom numeric field B62, frequently configured to log adjustment factors, refund percentages, or tolerance thresholds.

B63 Double False

Custom numeric field B63, used to represent grouped transaction data such as cluster-level totals or territory aggregates.

B64 Double False

Custom numeric field B64, often applied to quality control or audit checks, capturing calculated discrepancies or flags.

B65 Double False

Custom numeric field B65, potentially used to hold compliance scores, customer satisfaction metrics, or audit result indicators.

B66 Double False

Represents the total discount amount applied to the transaction before tax calculations.

B67 Double False

Indicates the final invoice value after applying all discounts and taxes.

B68 Double False

Captures the unit cost of the product or service sold in the transaction.

B69 Double False

Reflects the total quantity of items returned or reversed in this transaction.

B6 Double False

Internal metric B6 used for pricing adjustment calculations based on territory or customer tier.

B70 Double False

Represents the applied tax percentage or rate used in the transaction.

B71 Double False

Captures the net payable amount post all adjustments including discounts and taxes.

B72 Double False

Denotes the shipment cost incurred for fulfilling this particular transaction.

B73 Double False

Holds the promotional discount percentage if the sale was part of a campaign.

B74 Double False

Tracks the revenue contribution from this transaction toward monthly sales goals.

B75 Double False

Represents an internal risk score or confidence factor associated with this transaction.

B76 Double False

Indicates the average deal size in which this transaction falls, based on historical ranges.

B77 Double False

Captures the transaction margin percentage based on cost vs. invoice value.

B78 Double False

Stores adjustment values due to late payments, refunds, or invoice corrections.

B79 Double False

This is used to represent the weighted revenue impact for sales compensation calculations.

B7 Double False

Internal metric B7 tracking customer engagement level during the sales cycle.

B80 Double False

Captures the sales channel ID through which the transaction was executed, such as direct, partner, or digital.

B81 Double False

Indicates the calculated customer lifetime value contribution derived from this sale.

B82 Double False

Represents the discount percentage applied to the transaction, often used for promotional pricing analysis.

B83 Double False

Captures the final net price after all discounts, rebates, and adjustments have been applied.

B84 Double False

Indicates the wholesale acquisition cost (WAC) at the time of the transaction, used for market comparisons.

B85 Double False

Specifies the cost of goods sold (COGS) for the item in this transaction, contributing to profitability metrics.

B86 Double False

Shows the markup amount added to the base cost to derive the list price for the transaction item.

B87 Double False

Reflects the reimbursement amount expected from third-party payers or insurance entities for this sale.

B88 Double False

Denotes the government price ceiling relevant to the item, ensuring compliance with regulatory price limits.

B89 Double False

Tracks the total taxes applied to this transaction, including local, state, and federal taxes.

B8 Double False

Stores a custom business-specific metric, such as internal performance scoring or incentive triggers.

B90 Double False

Measures the quantity sold in standard units, providing input for forecasting and sales performance tracking.

B91 Double False

Indicates the number of free or bonus units included in the transaction, commonly used in sampling programs.

B92 Double False

Represents the sales territory multiplier, used for crediting sales teams based on regional contributions.

B93 Double False

Contains the calculated gross margin for the transaction, derived from price and COGS differentials.

B94 Double False

Holds the standard price before any customer-specific or market-based adjustments are applied.

B95 Double False

Captures the actual invoice amount paid by the customer, post-discounts and returns.

B96 Double False

Stores the internal revenue code or classification tied to this transaction for accounting purposes.

B97 Double False

Reflects the percentage of transaction cost attributed to logistics and distribution overhead.

B98 Double False

Indicates the volume-based rebate or credit earned as part of a larger purchasing agreement.

B99 Double False

Captures the deferred revenue portion from this transaction, relevant for multi-period revenue recognition.

B9 Double False

Internal numeric identifier used for reference or system-specific computations within the sales transaction dataset.

Brick String False

Geographical segmentation code, commonly used in pharmaceutical sales to define territories for sales reporting and analysis.

Child ID String False

Identifier for a subordinate or related entity, such as a sub-account or dependent product, linked to the parent record.

Data Channel String False

Indicates the source or type of channel through which the sales data was collected, such as retail, mail order, or specialty pharmacy.

ID2 String False

Secondary unique identifier for the transaction or record, often used in legacy systems or integration processes.

Market String False

Specifies the healthcare market or therapeutic area in which the transaction took place, used for segmentation and analytics.

Payer Id String False

Unique identifier assigned to the insurance payer or benefit provider responsible for reimbursing the transaction.

Payer Plan String False

Name or identifier of the specific insurance or benefit plan associated with the payer, used to distinguish between multiple plans under the same payer.

Product_Group String False

Categorization of the product involved in the transaction, grouping similar medications or treatments for reporting purposes.

Territory Name String False

The descriptive name of the sales territory associated with the transaction, used for sales force alignment and performance tracking.

Type String False

Specifies the classification or nature of the transaction, such as new, refill, adjustment, or sample.

Zip String False

Postal ZIP code indicating the geographic location related to the transaction, typically of the prescribing provider or dispensing pharmacy.

Owner String False

Vault-specific owner ID referencing the user or process that owns or submitted the transaction record.

Legacy CRM Id String False

Identifier carried over from a previous Customer Relationship Management (CRM) system, used to map historical data to the current Vault record.

CData Cloud

SampleInventories

Maintains current inventory levels of drug samples across all storage locations, including field representatives, distribution centers, and warehouses. This supports inventory compliance, reconciliation, and audit tracking.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the sample inventory record within the system.

Sample Inventory Type String True

Specifies the type of sample inventory, such as physical, digital, or returned, used to categorize inventory records.

Global ID String True

System-generated unique identifier used across Vaults and integrations to track the record globally.

Link String False

System link or URL reference that enables direct access to this sample inventory record within the Vault application.

Inventory Name String True

The descriptive name assigned to this sample inventory record, typically used for reporting or identification.

Status String True

Current status of the sample inventory, such as In Progress, Completed, or Cancelled, used to track workflow progression.

Created By String True

Username or ID of the user who originally created the inventory record.

Created Date Datetime True

Date and time when the inventory record was first created in the system.

Last Modified By String True

Username or ID of the user who last modified the inventory record.

Last Modified Date Datetime True

Date and time of the most recent modification to the inventory record.

Audit Bool False

Indicates whether audit tracking is enabled for this inventory record; true if auditing is active.

Inventory Date Time Datetime False

The official date and time the inventory count was performed, often used for compliance and reporting.

Inventory From Date Datetime False

Start date of the inventory period this record covers, used to define the reporting or tracking range.

Inventory Type String False

Classification of the inventory such as 'Field Inventory' or 'Return Inventory', defining the inventory's operational context.

Mobile Created Datetime Datetime False

Date and time when this record was initially created using a mobile device.

Mobile ID String False

Device-generated identifier associated with the record submission from a mobile application.

Mobile Last Modified Datetime Datetime False

Date and time when the record was last updated via a mobile device.

No Sample Lots Bool False

Flag indicating whether the inventory includes any sample lots; true means no lots are associated.

Previous Inventory Date Time Datetime False

The date and time of the preceding inventory event for the same account or owner, used for comparison and audit purposes.

Sample Inventory Status String False

Describes the operational state of the inventory, such as Pending Review, Approved, or Rejected.

Submitted Date Datetime False

Timestamp indicating when the inventory record was officially submitted for processing or approval.

Submitted Bool False

Boolean flag indicating whether the record has been submitted; true if it has been finalized.

Unlock Bool False

Boolean indicator showing whether the inventory record is unlocked and can still be edited.

Inventory For String False

Specifies the target entity (such as a user or territory) the inventory is being conducted for.

Owner String False

Internal Vault identifier for the user or team responsible for the inventory record.

Legacy CRM Id String False

Reference to the record's original ID from a previous Customer Relationship Management (CRM) system prior to migration into Vault.

Lifecycle String True

Name of the lifecycle configuration assigned to this inventory record, defining its governance stages.

Lifecycle State String True

Current state within the assigned lifecycle, reflecting business process position such as Draft or Approved.

Lifecycle State Stage ID String True

System identifier for the stage of the current lifecycle state, typically used in configuration.

Lifecycle Stage String True

Descriptive name of the current lifecycle stage, such as Initiation, Validation, or Closure.

CData Cloud

SampleInventoryItems

Provides item-level granularity for entries in the sample inventory, linking specific product instances to their associated inventory records. This is useful for tracing lot numbers, expiry dates, and detailed inventory audits.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the sample inventory item record within Veeva Vault.

Sample Inventory Item Type String True

Specifies the Vault object type of the sample inventory item, used to determine business rules and record behavior.

Global ID String True

System-assigned globally unique identifier that ensures cross-environment uniqueness for the inventory item.

Link String False

System-generated hyperlink to the inventory item record within the Vault interface.

Sample Inventory Item Number String True

Human-readable identifier or code for the sample inventory item, often used for display and reference purposes.

Status String False

Current status of the sample inventory item in the workflow, such as Active, Inactive, or Archived.

Created By String True

Username or user ID of the individual who originally created the sample inventory item record.

Created Date Datetime True

Timestamp indicating when the sample inventory item record was first created in the system.

Last Modified By String True

Username or user ID of the last user who modified the sample inventory item record.

Last Modified Date Datetime True

Timestamp indicating the last time the sample inventory item record was updated.

Count Decimal False

Actual counted quantity of the sample product during a physical inventory process.

Expected Quantity Decimal False

System-expected quantity of the sample item based on historical inventory data or planned distribution.

Expiration Date Date False

The date on which the sample product lot expires and should no longer be used or distributed.

Lot # String False

Primary lot number associated with the sample inventory item, used for tracking and compliance purposes.

Mobile ID String False

Identifier generated by a mobile device during offline inventory actions; used to sync with Vault when reconnected.

Sample String False

Reference to the specific sample product associated with the inventory item, usually tied to a product catalog.

U/M String False

Unit of measure for the inventory item (for example, bottle, pack, blister), used to interpret count and expected quantities.

Unlock Bool False

Indicates whether the inventory item is editable (unlocked) or frozen (locked) from further changes during reconciliation.

Inventory Name String False

Name or label of the inventory event or audit session to which this sample inventory item belongs.

Lot #2 String False

Secondary lot number used for lookup or cross-referencing purposes, possibly derived from external systems.

Difference Decimal True

Numeric difference between the expected and actual count values, used to identify discrepancies during reconciliation.

Legacy CRM Id String False

Identifier referencing the item in a legacy Customer Relationship Management (CRM) system, maintained for backward compatibility or data migration.

CData Cloud

SampleLimits

Defines regulatory or organizational limits on the quantity or frequency of sample distributions, typically per product, territory, or healthcare professional. This helps ensure compliance with sampling policies and industry regulations.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the sample limit record within Veeva Vault.

Global ID String True

System-generated global identifier that uniquely distinguishes the record across environments.

Link String False

System-managed link reference used internally to associate related records.

Sample Limit Name String False

Descriptive name assigned to the sample limit, used for reference and reporting.

Status String False

Current lifecycle state of the sample limit record, such as Active, Inactive, or Draft.

Created By String True

Username or ID of the user who originally created the sample limit entry.

Created Date Datetime True

Timestamp indicating when the sample limit record was initially created.

Last Modified By String True

Username or ID of the user who last updated the sample limit entry.

Last Modified Date Datetime True

Timestamp marking the most recent modification to the sample limit record.

Account Types String False

Comma-separated list of account types to which the sample limit applies, such as HCP, HCO.

Disable Txn Create Bool False

Indicates whether transactions are blocked from being created under this sample limit.

Disbursed Amount Decimal False

Total monetary value of samples disbursed under the limit in the local currency.

Disbursed Amount Corp Decimal True

Corporate-calculated monetary value of disbursed samples, used for centralized financial tracking.

Local Currency String False

Local currency code used for financial fields, such as USD, EUR, or JPY.

Disbursed Quantity Decimal False

Total number of sample units that have been distributed under the current limit.

End Date Date False

Final date after which the sample limit is no longer valid or enforceable.

Enforce Limit Bool False

Specifies whether the system should actively enforce the limit during transaction processing.

External Id String False

Optional external identifier used to link this record with external systems or legacy databases.

Group Id String False

Identifier used to group related sample limits together, such as by region or product.

Limit Amount Decimal False

Maximum allowable monetary value that can be disbursed under this sample limit.

Limit Amount Corp Decimal True

Maximum allowable disbursement amount calculated by corporate standards, in corporate currency.

Limit Per Call Bool False

Specifies whether the sample limit should be applied on a per-call basis rather than overall.

Limit Quantity Decimal False

Maximum number of sample units that can be disbursed under this limit.

Merge Conflict Id String False

Identifier used to track records affected by data synchronization or merge conflicts.

Merged Bool False

Indicates whether the current record is a result of a merge operation.

Original Account Id String False

Identifier of the original account linked to this sample limit, used for auditing and historical reference.

Rolling Period Decimal False

Time period, in days or months, over which the disbursement limit is measured continuously.

Sample Limit Type String False

Categorization of the sample limit, such as Quantity-based, Value-based, or Custom.

Split Period String False

Defines how the sample limit is segmented over time, such as Monthly, Quarterly, or Annually.

Start Date Date False

Initial date from which the sample limit becomes active and enforceable.

Template Group String False

Template grouping identifier used to manage limits created from standardized templates.

Template in Use Bool False

Indicates whether this sample limit is currently active in a deployed template.

Template Unique Key String False

Unique key associated with the template instance used to generate the sample limit.

Account String False

Reference to the associated account, such as Healthcare Professional (HCP) or Healthcare Organization (HCO), to which this limit applies.

Product String False

Reference to the specific product that this sample limit regulates.

User String False

User to whom the sample limit is assigned, typically a field representative.

Owner String False

User or system identifier that owns or manages this sample limit record.

Remaining Amount Decimal True

Monetary value remaining under the limit that can still be disbursed.

Remaining Quantity Decimal True

Number of sample units remaining under the limit that can still be distributed.

Legacy CRM Id String False

Identifier from a previous or external Customer Relationship Management (CRM) system used for migration or cross-reference purposes.

CData Cloud

SampleLimitTransactions

Logs all events related to sample limit consumption or updates, including adjustments, usage, and resets. This enables auditing of sample distribution against preset limits and supports compliance monitoring.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the sample limit transaction record.

Global ID String True

System-generated global identifier used to ensure uniqueness across all Vault instances.

Link String False

System-generated URL link that provides direct access to the sample limit transaction record.

Sample Limit Transaction Name String True

Descriptive name of the sample limit transaction, typically used for display and reference.

Status String False

Current status of the transaction, such as Draft, Submitted, or Approved, reflecting its lifecycle stage.

Created By String True

Username or ID of the user who initially created the transaction record.

Created Date Datetime True

Timestamp indicating when the transaction record was first created.

Last Modified By String True

Username or ID of the user who last modified the transaction record.

Last Modified Date Datetime True

Timestamp indicating when the transaction record was most recently updated.

Account Id String False

Unique identifier of the associated account, typically referring to the healthcare professional or organization.

Account Name String False

Name of the account (healthcare provider or organization) associated with the sample limit transaction.

Amount To Disburse Decimal False

Planned monetary amount of sample product to be disbursed during the transaction, in the local currency.

Amount To Disburse Corp Decimal True

Equivalent corporate value of the amount to disburse, normalized for cross-region analysis and reporting.

Local Currency String False

Three-letter ISO currency code (such as USD, EUR) representing the local currency of the transaction.

Call Id String False

Unique identifier of the related call activity that initiated the sample transaction.

Call Sample Id String False

Unique identifier for the sample product provided during the call activity linked to this transaction.

Call Name String False

Descriptive name or title of the call associated with this sample limit transaction.

Disbursed Amount Decimal False

Actual monetary amount that was disbursed as part of this transaction, recorded in local currency.

Disbursed Amount Corp Decimal True

Equivalent corporate value of the disbursed amount, used for consolidated financial tracking.

Disbursed Quantity Decimal False

Total quantity of the sample products disbursed in this transaction.

End Date Date False

The effective end date of the transaction, indicating the last day it is valid or enforceable.

Enforce Limit Bool False

Indicates whether the sample disbursement is subject to predefined enforcement limits (true or false).

External Id String False

Reference ID from an external system used to integrate or track the transaction outside of Vault.

Group Id String False

Identifier representing a group or batch of transactions, often used for bulk processing or grouping related activities.

Limit Amount Decimal False

Total monetary value of the allowed sample limit for the specific transaction, expressed in the local currency.

Limit Amount Corp Decimal True

Corporate-level monetary limit for the sample transaction, typically reflecting enterprise-wide restrictions.

Limit Per Call Bool False

Indicates whether the sample limit applies to each call individually (true) or across multiple calls (false).

Limit Quantity Decimal False

Maximum number of sample units permitted to be distributed under this transaction.

Lot Number String False

Unique identifier for the product lot being disbursed, used for traceability and inventory management.

Merged Bool False

Specifies whether this transaction has been merged with another record, indicating consolidation of sample limits.

Product Id String False

Internal identifier of the product being sampled, typically used for data integration and system reference.

Product Name String False

Name of the product being sampled in this transaction, as recorded in the system.

Quantity To Disburse Decimal False

Planned number of sample units to be distributed during the call or transaction.

Reason String False

Justification or rationale for disbursing a sample, such as medical need or product launch.

Remaining Amount Decimal False

Remaining monetary value allowed to be disbursed under this sample limit after prior transactions.

Remaining Amount Corp Decimal True

Remaining corporate-level monetary value available for disbursement under this sample program.

Remaining Quantity Decimal False

Remaining number of sample units that can still be disbursed under the current limit.

Sample Limit Id String False

Unique identifier of the sample limit record associated with this transaction.

Sample Limit Name String False

Display name or label for the sample limit configuration used in this transaction.

Sample Limit Type String False

Categorization of the sample limit, such as annual, per-call, or product-specific.

Start Date Date False

Effective start date of the sample limit, indicating when the limit begins to apply.

User Id String False

Internal identifier of the user (typically a field representative) performing the sample transaction.

User Name String False

Full name of the user responsible for executing the sample transaction.

Account String False

Target account associated with the sample disbursement, typically representing a healthcare professional or organization.

Call String False

Identifier of the call record linked to this sample transaction, capturing interaction context.

Product String False

Reference to the product entity related to the sample transaction for traceability.

Sample Limit String False

Reference field linking to the overall sample limit configuration that governs this transaction.

User String False

Reference to the user entity associated with this sample limit transaction.

Owner String False

Identifier of the owner of the record, typically the user who created or is responsible for the transaction.

Legacy CRM Id String False

Identifier from a previous Customer Relationship Management (CRM) system used for data migration or backward compatibility.

CData Cloud

SampleLotAdds

Captures the addition of new sample lots into inventory, including lot numbers, quantities, and expiration dates. This facilitates traceability and regulatory reporting for controlled sample substances.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the sample lot add record, typically auto-generated by the system.

Sample Lot Add Type String True

Specifies the type of sample lot add operation, based on the configured object type in Veeva Vault.

Global ID String True

System-generated global identifier used to uniquely track the record across different Vaults and integrations.

Link String False

System-generated hyperlink reference to directly access this record within the Vault interface.

Request Id String True

User-defined identifier or name for the sample lot add request, used for tracking and referencing purposes.

Status String False

Current state of the sample lot add process, such as Draft, Submitted, or Approved.

Created By String True

Username or ID of the individual who initially created the record.

Created Date Datetime True

Timestamp indicating when the record was first created in the Vault system.

Last Modified By String True

Username or ID of the user who last updated the record.

Last Modified Date Datetime True

Timestamp indicating the most recent update to the record.

Comments String False

Free-text field allowing users to provide additional remarks, context, or special instructions related to the sample lot add.

Lot # String False

Identifier or reference number for the sample lot being added, typically aligned with inventory or shipment documentation.

Mobile ID String False

Mobile-generated identifier used when records are created or modified via Veeva Customer Relationship Management (CRM) mobile applications.

Quantity Decimal False

Amount of sample units included in the lot add transaction, recorded as a decimal value for precision.

Owner String False

User or group ID responsible for managing or reviewing this sample lot add record.

Legacy CRM Id String False

Identifier used in legacy customer relationship management systems to correlate records across platforms.

Sample String False

Reference to the specific sample product associated with this lot add, typically linking to the sample master data.

CData Cloud

SampleLots

Holds metadata about each sample lot, including manufacturer, lot number, production date, and shelf life. This is used for tracking sample provenance and ensuring product integrity throughout its lifecycle.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the sample lot record within the system.

Sample Lot Type String True

Specifies the object type classification for the sample lot, used for categorizing and processing sample inventory.

Global ID String True

System-generated global identifier that ensures uniqueness across integrated environments.

Link String False

System-generated hyperlink reference to access the sample lot record in the Vault UI.

Lot # String False

Unique name or number assigned to the sample lot for tracking and identification purposes.

Status String False

Current status of the sample lot, such as active, expired, or depleted, indicating its availability.

Created By String True

User who initially created the sample lot record in Vault.

Created Date Datetime True

Timestamp recording when the sample lot record was created in the system.

Last Modified By String True

User who most recently updated the sample lot record.

Last Modified Date Datetime True

Date and time when the sample lot record was last modified.

Active Bool False

Boolean flag indicating whether the sample lot is currently active and usable.

Allocated Quantity Decimal False

Total quantity of the sample lot that has already been assigned or distributed for use.

Batch Lot Id String False

Identifier linking the sample lot to its associated batch, enabling traceability across batches.

Expiration Date Date False

The official date after which the sample lot is considered expired and should no longer be used.

Sample Lot Id String False

Internal identifier for referencing the specific sample lot, often used in workflows and lookups.

Sample String False

Reference to the parent sample associated with this lot, providing context on the product or material.

Suppress Lot Bool False

Boolean flag to suppress or hide the lot from selection or processing under specific conditions.

U/M String False

Unit of measure used to quantify the sample lot, such as milliliters or tablets.

Product String False

Product associated with the sample lot, typically referencing a marketed drug or investigational product.

Owner String False

Identifier of the user or system entity that owns or manages the sample lot record.

Calculated Quantity Decimal False

Dynamically calculated quantity of the sample lot based on system rules or usage logs.

Legacy CRM Id String False

Identifier from the legacy Customer Relationship Management (CRM) system used for cross-reference during data migration or integration.

CData Cloud

SampleOrderTransaction

Tracks individual transactions related to sample orders, including order status changes, shipment details, and inventory adjustments. This supports compliance tracking and inventory reconciliation in regulated industries.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the sample order transaction record.

Sample Order Transaction Type String True

Specifies the type of sample order transaction, used to classify records in Veeva Vault.

Global ID String True

System-generated unique global identifier for cross-system reference and integration.

Link String False

System-generated URL link to access the full record within the Vault interface.

Transaction Id String True

External-facing identifier or reference name for the sample order transaction.

Status String True

Current state of the sample order transaction, such as Draft, Submitted, or Approved.

Created By String True

Username or ID of the user who initially created the record.

Created Date Datetime True

Timestamp indicating when the record was first created.

Last Modified By String True

Username or ID of the user who last updated the record.

Last Modified Date Datetime True

Timestamp of the most recent modification made to the record.

ASSMCA String False

Field used to capture data for compliance with Puerto Rico's Administración de Servicios de Salud Mental y Contra la Adicción (ASSMCA).

Account Id String False

Unique identifier of the associated healthcare provider account receiving the sample order.

Account Name String False

Name of the account or organization associated with the sample order transaction.

Address Line 1 String False

Primary street address where the sample order is to be delivered.

Address Line 2 String False

Secondary address information, such as suite or building number.

Adjusted Date Date False

Date on which the order quantities or delivery schedule were manually adjusted.

Call Date Date False

Date on which the representative logged or conducted the call related to the sample order.

Call Datetime Datetime False

Full timestamp for when the call associated with the sample order took place.

Call Id String False

Unique identifier for the call record linked to the sample order.

Call Name String False

Display name or title for the associated call entry.

Call Sample Id String False

Unique identifier for the specific call sample record involved in the transaction.

Call Sample Name String False

Name of the sample associated with the call and transaction.

City String False

City portion of the address where the sample is being delivered.

Comments String False

Free-text field for entering additional remarks or special instructions about the transaction.

Confirmed Quantity Decimal False

Quantity of sample product that was confirmed for delivery in the transaction.

Credentials String False

Professional credentials of the recipient, such as MD, RN, or PA, used for compliance verification.

Custom Text String False

Custom field that can hold free-form or workflow-specific text as defined in the Vault configuration.

DEA Expiration Date Date False

Expiration date of the DEA license associated with the recipient account, required for regulatory compliance.

DEA # String False

Drug Enforcement Administration number identifying the recipient authorized to receive controlled substances.

Delivery Status String False

Indicates the current delivery status of the sample order, such as pending, shipped, or delivered.

Disclaimer String False

Text or legal disclaimer associated with the sample transaction, often required for regulatory compliance.

Distributor String False

Name or identifier of the distribution partner or entity responsible for fulfilling the sample shipment.

Group Transaction Id String False

Unique identifier used to associate this sample transaction with a group of related transactions.

Manufacturer String False

The manufacturer of the sample product being shipped or delivered.

Quantity Decimal False

The total number of sample units involved in this transaction.

Reason String False

Reason or justification provided for requesting or processing the sample transaction.

Receipt Comments String False

Optional comments entered upon receipt of the sample, such as condition or discrepancies.

Received Bool False

Flag indicating whether the sample was successfully received by the intended recipient.

Request Receipt Bool False

Flag specifying whether a receipt confirmation is requested from the recipient.

Salutation String False

Honorific or title (such as Dr., Mr., Ms.) associated with the recipient of the sample.

Sample Card Reason String False

The reason code explaining the issuance of a sample card associated with the transaction.

Sample Send Card # String False

Reference number of the sample send card used to document and track the transaction.

Sample U/M String False

Unit of Measure used for the sample (such as bottles, tablets, or vials).

Sample String False

Identifier or name of the specific sample product involved in the transaction.

Ship Address Line 1 String False

Primary address line for the shipment destination of the sample.

Ship Address Line 2 String False

Secondary address line for the shipment destination, used for suite numbers or building names.

Ship CDS Expiration Date Date False

Expiration date of the Controlled Dangerous Substances (CDS) registration for the shipping location.

Ship CDS # String False

CDS registration number associated with the shipping location, required for controlled substances.

Ship City String False

City portion of the address where the sample is being shipped.

Ship Country String False

Country portion of the address for the shipment destination.

Ship License Expiration Date Date False

Expiration date of the medical or business license at the shipping location.

Ship License Status String False

Current status of the license at the shipping location, such as active, expired, or suspended.

Ship License String False

License number authorizing the recipient to receive the sample.

Ship Location String False

Specific name or identifier for the physical location where the sample will be shipped.

Ship State Distributor Expiration Date Date False

Expiration date of the distributor license at the state level for the shipping location.

Ship State Distributor String False

Name or number of the state-level distributor license required to ship controlled products.

Ship State String False

State or province where the sample shipment is being delivered.

Ship Zip 4 String False

Four-digit ZIP+4 extension code to further specify the shipment delivery area.

Ship Zip String False

Primary ZIP or postal code for the sample shipping address.

Shipment Id String False

Unique identifier assigned to the shipment associated with this sample order transaction.

Signature Captured Remotely Bool False

Indicates whether the recipient's signature was obtained through a remote capture method, such as an electronic form.

Signature Captured Share Link Bool False

Specifies whether the signature was collected using a secure shareable link sent to the recipient.

Signature Date Datetime False

Date and time when the recipient's signature was recorded for this transaction.

Signature Page Display Name String False

Display name of the page or document where the signature was captured, typically shown in user-facing views.

Signature String False

Encoded or text-based representation of the captured signature, used for audit and validation purposes.

Signature Captured QR Code Bool False

Indicates whether the signature was captured using a QR code-based mechanism.

State String False

State or province where the sample transaction took place, useful for regional reporting and compliance.

Sample Order Transaction Status String False

Current status of the sample order transaction, such as pending, submitted, transferred, or completed.

Submitted Date Date False

Date on which the sample order transaction was officially submitted into the system.

Territory String False

Sales or operational territory associated with the transaction, used for territory-level tracking and analytics.

Transfer To Name String False

Name of the person or entity receiving the transferred sample order.

Transferred Date Date False

Date on which the sample order was transferred to another party or location.

Transferred From Name String False

Name of the person or entity from whom the sample order was received.

Type String False

Defines the type of transaction, such as allocation, adjustment, transfer, or return.

U/M String False

Unit of measure for the items in the transaction, such as bottle, blister pack, or vial.

Unlock Bool False

Indicates whether the record is currently unlocked and editable in the system.

Zip 4 String False

The four-digit ZIP code extension used to provide more precise location identification.

Zip String False

Primary ZIP or postal code for the address related to the transaction.

Account String False

Reference to the account or customer entity involved in the sample transaction.

Adjust For String False

Specifies the reason or reference transaction for which this adjustment is being made.

Lot # String False

Identifier for the product lot or batch involved in this transaction.

Ref Order Transaction Id String False

System identifier that links this record to a related or original order transaction.

Transfer To String False

Vault reference ID of the user, account, or location receiving the transferred samples.

Transferred From String False

Vault reference ID of the user, account, or location sending the transferred samples.

Owner String False

Vault user or role responsible for owning or managing this transaction record.

Allocation Impact Quantity Decimal True

Quantity of product in this transaction that affects overall sample allocation calculations.

Discrepancy Decimal True

Difference between expected and actual values in the transaction, used for reconciliation.

Group Identifier String True

Unique identifier used to group related sample transactions for bulk operations or analysis.

Legacy CRM Id String False

Reference ID used in a legacy Customer Relationship Management (CRM) system to track historical transactions.

Lifecycle String True

Name of the lifecycle applied to this record, defining its phases and transitions.

Lifecycle State String True

Current state within the record's lifecycle, such as Draft, Submitted, or Approved.

Lifecycle State Stage ID String True

System-generated identifier for the stage of the current lifecycle state.

Lifecycle Stage String True

Name of the current stage within the lifecycle, representing a finer classification of the lifecycle state.

CData Cloud

SampleReceipts

Stores data about the receipt of physical or digital sample products, including received quantities, dates, and recipient information. This is useful for verifying delivery completion and maintaining audit trails.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the sample receipt record in the system.

Sample Receipt Type String True

Specifies the type of sample receipt, as defined by the Vault object type configuration.

Global ID String True

System-generated global identifier used for data integration and cross-system referencing.

Link String False

System-generated hyperlink pointing to the detailed Vault record for this sample receipt.

Receipt Id String True

Human-readable identifier for the receipt, typically used for labeling and tracking purposes.

Status String False

Current lifecycle status of the sample receipt, such as Draft, Submitted, or Completed.

Created By String True

Username of the individual who created the sample receipt record.

Created Date Datetime True

Timestamp indicating when the sample receipt record was initially created.

Last Modified By String True

Username of the individual who most recently modified the sample receipt record.

Last Modified Date Datetime True

Timestamp indicating when the record was last updated in the system.

Cold Chain Status String False

Describes the integrity of the cold chain during shipment, indicating whether required temperature conditions were maintained.

Comments String False

General remarks or notes provided by the user about the sample receipt.

Confirmed Quantity Decimal False

The quantity of samples confirmed as received, typically verified against shipment documentation.

Custom Text String False

Optional custom text field for capturing additional context or internal references.

Lot # Name String False

Descriptive name or label associated with the sample lot involved in this receipt.

Quantity Decimal False

Total number of sample units expected or recorded in the receipt.

Receipt Comments String False

Additional comments specifically related to the receipt transaction, such as handling notes or discrepancies.

Received Bool False

Indicates whether the sample has been physically received (true) or not (false).

Sample String False

Reference to the specific sample item being received, typically linking to a product or compound.

Shipment Id String False

Identifier for the related shipment, allowing traceability between receipt and shipment records.

Tag Alert Number String False

Unique alert number associated with the shipment's temperature tag or monitoring device, if applicable.

Transferred Date Date False

Date on which the sample was transferred from the previous location or owner.

Transferred From Name String False

Name of the source location or individual from whom the sample was transferred.

U/M String False

Unit of measure for the quantity received, such as mL, tablet, or vial.

Lot # String False

Identifier for the lot associated with the received sample, used for tracking and quality control.

Ref Order Transaction Id String False

Reference to the original order transaction that triggered or is related to this receipt.

Transferred From String False

Vault reference to the entity (such as a user or location) from which the sample was transferred.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems for backward compatibility and historical referencing.

Ref Transaction Id String False

Reference to another transaction, such as a prior receipt or distribution event, linked to this record.

CData Cloud

SamplesStateSettings

Defines configuration settings for sample management based on state or regional regulations. This includes restrictions on sample distribution, quantity limits, and recipient eligibility.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Samples State Settings record, used as the primary key within the system.

Global ID String True

System-generated global identifier that ensures uniqueness across all environments and Vaults.

Link String False

System-generated URL or hyperlink reference to the full record within the Vault UI.

State Name String False

Name of the U.S. state or jurisdiction for which the sample distribution settings are configured.

Status String False

Current lifecycle status of the state-specific sample setting, such as Active, Inactive, or Archived.

Created By String True

Username or ID of the user who originally created the Samples State Settings record.

Created Date Datetime True

Timestamp indicating when the Samples State Settings record was first created in the system.

Last Modified By String True

Username or ID of the user who most recently updated the Samples State Settings record.

Last Modified Date Datetime True

Timestamp of the most recent modification to the Samples State Settings record.

CDS Required Bool False

Indicates whether a Controlled Dangerous Substance (CDS) license is required for sample distribution in this state.

External Id String False

Optional external identifier used for integration with legacy systems or third-party tools.

Setting String False

Configuration value or rule applied for the specified state, defining specific business logic or regulatory constraints.

State Distributor Required Bool False

Specifies whether a licensed state distributor is required to ship samples in this jurisdiction.

Owner String False

User or system ID assigned as the owner or administrator responsible for the configuration of this setting.

Legacy CRM Id String False

Identifier referencing the record in a legacy Customer Relationship Management (CRM) system, allowing traceability or migration mapping.

CDS for Non Controlled Bool False

Indicates whether a CDS license is required for non-controlled substances in this state, based on specific regulatory rules.

CData Cloud

SampleTransactions

Logs each transaction involving sample products, such as distribution, return, or transfer events. This enables visibility into the movement and usage of samples across territories and users.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the sample transaction record.

Sample Transaction Type String True

Specifies the Vault object type used to categorize the sample transaction.

Global ID String True

System-generated global identifier used to ensure record uniqueness across Vault instances.

Link String False

System-generated URL that provides a direct link to the sample transaction record in Vault.

Transaction Id String True

User-defined name or code assigned to the sample transaction for tracking purposes.

Status String True

Current lifecycle status of the sample transaction, indicating its progression or completion.

Created By String True

Username of the person who created the sample transaction record.

Created Date Datetime True

Timestamp recording when the sample transaction record was initially created.

Last Modified By String True

Username of the person who last modified the sample transaction record.

Last Modified Date Datetime True

Timestamp indicating the last time the sample transaction record was updated.

ASSMCA String False

Puerto Rico's license number issued by the Administración de Servicios de Salud Mental y Contra la Adicción, if applicable.

Address Line 1 String False

Primary address associated with the transaction, typically the delivery or recipient address.

Address Line 2 String False

Secondary address information to further detail the location relevant to the transaction.

Adjusted Date Date False

Date on which the sample transaction was corrected or adjusted post initial entry.

CDS Expiration Date Date False

Expiration date of the Controlled Dangerous Substances license associated with the transaction.

CDS # String False

Controlled Dangerous Substances (CDS) license number associated with the recipient or provider.

Call Date Date False

Date when the related sales call or Healthcare Professional (HCP) interaction occurred.

Call Datetime Datetime False

Exact date and time when the sales call or HCP interaction was conducted.

Call Name String False

Name or identifier of the call event associated with the sample transaction.

City String False

City location relevant to the transaction, typically tied to the shipping or recipient address.

Cold Chain Status String False

Indicates whether the sample product required temperature-controlled (cold chain) handling.

Comments String False

Free-text field for capturing additional notes or context about the transaction.

Confirmed Quantity Decimal False

Final verified quantity of sample units involved in the transaction, post reconciliation.

Credentials String False

Professional credentials of the disbursing individual or recipient, such as MD, NP, or RN.

Custom Text String False

User-defined text field for capturing custom information specific to the transaction.

DEA Expiration Date Date False

Expiration date of the DEA license related to controlled substances for this transaction.

DEA # String False

Drug Enforcement Administration (DEA) number associated with the prescriber or recipient of the samples.

Disbursed To String False

Full name or identifier of the individual or organization that received the sample products.

Disclaimer String False

Legal or regulatory disclaimer text displayed or recorded as part of the sample transaction.

Distributor String False

Name of the distributor or third-party provider responsible for supplying the sample product.

Group Transaction Id String False

Unique identifier for a group of related sample transactions, used for batch tracking and reporting.

License Expiration Date Date False

Date on which the recipient's professional license is set to expire, validating eligibility for sample receipt.

License Status String False

Current status of the recipient's professional license, such as Active, Expired, or Suspended.

License # String False

Official license number of the healthcare professional or organization authorized to receive samples.

Location String False

Free-text field capturing the location where the sample transaction occurred or was recorded.

Lot # Name String False

Name or identifier of the specific sample lot associated with the transaction, used for inventory traceability.

Manufacturer String False

Name of the organization that produced or manufactured the sample product.

Quantity Decimal False

Amount of the sample product involved in the transaction, measured in applicable units.

Reason String False

Stated justification or rationale for the sample transaction, such as a recall, return, or HCP request.

Receipt Comments String False

Additional remarks or observations recorded upon receipt of the sample product.

Received Bool False

Indicates whether the sample product was actually received by the intended recipient (true or false).

Request Receipt Bool False

Boolean value specifying whether a receipt confirmation was requested from the recipient.

Return To String False

Designated return destination or entity to which the sample product should be sent back, if applicable.

Salutation String False

Salutation or title (for example, Dr., Mr., Ms.) of the sample recipient for formal documentation.

Sample Card Reason String False

Explanation for issuing a sample card, such as lost card replacement or special program participation.

Sample Card # String False

Unique number printed on the sample card provided to the healthcare professional.

Sample String False

Identifier or reference to the sample product involved in the transaction, typically linked to inventory.

Shipment Id String False

Tracking number or identifier associated with the shipment that delivered the sample product.

Signature Date Datetime False

Date and time when the recipient's signature was captured for acknowledgment or compliance.

Signature Page Display Name String False

User-friendly name of the signature page shown in the digital interface or document.

Signature String False

Encrypted or image-based representation of the recipient's signature for auditing purposes.

Signature Captured QR Code Bool False

Indicates whether the signature was obtained by scanning a QR code (true or false).

State Distributor Address Line 1 String False

Primary street address of the state-authorized distributor supplying the sample.

State Distributor Address Line 2 String False

Secondary address information for the state distributor, such as suite or floor number.

State Distributor City String False

City where the state-authorized distributor is physically located.

State Distributor Expiration Date Date False

Date on which the distributor's state authorization for sample distribution expires.

State Distributor State String False

State or territory abbreviation where the distributor is licensed to operate.

State Distributor Zip 4 String False

The 4-digit ZIP+4 extension code for the state distributor's mailing address.

State Distributor Zip String False

Primary 5-digit ZIP code corresponding to the distributor's state-licensed address.

State Distributor String False

Indicates the distributor responsible for the sample transaction at the state level, often used for tracking regional distribution.

State String False

Specifies the state or province associated with the sample transaction, used for geographic reporting and compliance tracking.

Sample Transaction Status String False

Represents the current status of the sample transaction, such as submitted, pending, approved, or rejected.

Submitted Date Date False

Date on which the sample transaction was officially submitted into the system for processing.

Tag Alert Number String False

Unique identifier associated with a compliance or tracking alert related to this sample transaction.

Transfer To Name String False

Full name of the individual or entity receiving the transferred sample product.

Transferred Date Date False

Date on which the sample product was transferred from one party to another.

Transferred From Name String False

Full name of the individual or entity who transferred the sample product.

Type String False

Categorization of the sample transaction, such as distribution, transfer, adjustment, or correction.

U/M String False

Unit of measure used to quantify the sample product, such as bottle, box, vial, or tablet.

Unlock Bool False

Indicates whether the transaction is unlocked for editing or has been finalized and locked.

Zip 4 String False

The four-digit extension to the ZIP code, used to further identify delivery locations for regulatory purposes.

Zip String False

Standard five-digit ZIP code for the address associated with the sample transaction.

Account String False

The target account associated with the sample transaction, such as a healthcare professional or institution.

Adjust For String False

Specifies the reason or reference for adjusting the transaction, such as loss, theft, or overage.

Transfer To String False

Unique identifier for the destination entity or person receiving the sample during a transfer.

Transferred From String False

Unique identifier for the source entity or person transferring the sample product.

Discrepancy Decimal True

Numeric value indicating any quantity discrepancy identified during reconciliation or review.

Group Identifier String True

A common identifier used to group related transactions together for reporting or analysis.

Inventory Impact Quantity Decimal True

The amount by which inventory is increased or decreased as a result of this transaction.

Legacy CRM Id String False

Identifier for the transaction as it existed in the legacy Customer Relationship Management (CRM) system, used for historical tracking.

Lot # String False

Lot number of the sample product involved in the transaction, used for traceability and compliance.

Ref Transaction Id String False

Identifier for a related or referenced transaction, used for linking corrections or follow-ups.

Lifecycle String True

Name of the lifecycle process associated with this transaction, which defines its stages and transitions.

Lifecycle State String True

Current state in the lifecycle process, reflecting the transaction's progress or status.

Lifecycle State Stage ID String True

System-generated ID representing the specific stage within the lifecycle state.

Lifecycle Stage String True

Label or name of the stage within the lifecycle, such as draft, review, approved, or archived.

CData Cloud

ScientificInterests

Captures detailed information about healthcare professionals' scientific interests, such as research areas or therapeutic specialties. This enables targeted engagement strategies based on scientific alignment.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the scientific interest record, used internally by Veeva Vault to track each entry.

Scientific Interest Type String True

Specifies the object subtype of the scientific interest record, typically mapped to object_type__v in the Vault schema.

Global ID String True

System-generated global identifier that uniquely distinguishes this record across all Vaults and integrations.

Link String False

System-generated URL link providing direct access to the scientific interest record in the Veeva Vault interface.

Name String False

Descriptive title or name assigned to the scientific interest, often used for display and search purposes.

Status String False

Current lifecycle state of the scientific interest record, such as Draft, Approved, or Inactive.

Created By String True

Username or identifier of the user who initially created the scientific interest record.

Created Date Datetime True

Date and time when the scientific interest record was originally created in the system.

Last Modified By String True

Username or identifier of the user who last updated the scientific interest record.

Last Modified Date Datetime True

Date and time of the most recent update to the scientific interest record.

Active Bool False

Boolean flag indicating whether the scientific interest is currently considered active and valid for use.

Country String False

Two-letter country code representing the country or market context associated with the scientific interest.

DI Expiration Duration Decimal False

Specifies the duration, in months or another unit, after which the scientific interest should expire or be reviewed.

Interest Category String False

Categorization label used to classify the type of scientific interest, aiding in filtering and reporting.

Sharing Group String False

Reference to a user group that has visibility or access permissions to this scientific interest entry.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system, allowing cross-referencing between platforms.

Mobile ID String False

Identifier used by mobile applications to reference this scientific interest entry in offline or sync operations.

Detail Group String False

Indicates a group of detailed interests or specializations that this record belongs to, used in advanced segmentation.

Product String False

Product or therapeutic area linked to the scientific interest, often used to associate scientific content or Healthcare Professional (HCP) engagement.

Owner String False

User or role responsible for managing and maintaining the scientific interest record.

CData Cloud

SDKGroups

sdkgroup__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

SDKObjectGroups

sdkobjectgroup__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

parent String False

parent

object_name__sys String False

object_name__sys

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

SentDocuments

Records metadata and delivery details for documents sent from the system, including recipients, send methods, and timestamps. This supports outbound communication tracking and audit requirements.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the sent document record within the system.

Sent Document Type String True

Specifies the type of document sent, typically referencing a defined object type such as email, content share, or alert.

Global ID String True

System-generated unique identifier used for global reference across Veeva Vault environments.

Link String False

System-managed hyperlink or URI that provides access to the sent document or associated resource.

Sent Document Name String True

User-defined or system-assigned name of the sent document, used for identification and reporting.

Status String False

Indicates the current delivery or processing status of the sent document, such as Sent, Failed, or Pending.

Created By String True

Username or system identifier of the user who created the sent document record.

Created Date Datetime True

Timestamp indicating when the sent document record was initially created.

Last Modified By String True

Username or system identifier of the user who last modified the sent document record.

Last Modified Date Datetime True

Timestamp showing the most recent modification made to the sent document record.

Account String False

Reference to the associated account or Healthcare Professional (HCP) to whom the document was sent.

Sent Template String False

Reference to the email template used for sending the document, which can include predefined messaging and formatting.

Key Message String False

Key promotional or informational message that was included with the sent document, often linked to approved content.

Sent Email String False

Identifier for the specific sent email instance, providing a connection to the outbound communication log.

Sent Document String False

Reference to the actual document or content fragment that was distributed through the system.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system, used for migration tracking or data reconciliation.

Sent Veeva Distribution String False

Reference to the Veeva Distribution record, which tracks multi-channel content delivery to recipients.

Sent Veeva Content String False

Reference to the Veeva-approved content that was distributed as part of this sent document transaction.

CData Cloud

SentEmailBuilderCells

Stores data for individual content cells within emails created using an email builder tool. This is useful for tracking which blocks of content were included in outbound emails.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Sent Email Builder Cell record within the Veeva Vault system.

Sent Email Builder Cell Type String True

Specifies the object subtype or category of the Sent Email Builder Cell, defined by the Vault object type field (object_type__v).

Global ID String True

System-generated global identifier that uniquely represents this record across environments and integrations.

Link String False

URL reference to the record's Vault page, allowing for direct access through the user interface.

Name String True

Display name assigned to the Sent Email Builder Cell, often used for user-friendly identification.

Status String False

Current lifecycle status of the Sent Email Builder Cell, such as Draft, Approved, or Obsolete.

Created By String True

Username or ID of the user who originally created the Sent Email Builder Cell record.

Created Date Datetime True

Timestamp indicating when the Sent Email Builder Cell record was first created.

Last Modified By String True

Username or ID of the user who most recently modified the Sent Email Builder Cell record.

Last Modified Date Datetime True

Timestamp indicating when the Sent Email Builder Cell record was last updated.

Inserted Order String False

Defines the sequence or position in which this cell appears relative to other cells within the email structure.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to reference this Sent Email Builder Cell, enabling backward compatibility.

Sent Email String False

Reference to the associated Sent Email record that this builder cell is part of or belongs to.

Email Fragment String False

References the approved document or email content fragment used in this builder cell, typically tied to Vault-approved content.

Controlling Email Builder String False

Points to the parent or controlling email builder configuration that governs how this cell is used or rendered.

Email Builder Cell String False

Links to the base Email Builder Cell configuration or template that defines reusable layout or content settings.

CData Cloud

SentMessages

Tracks complete email or message entities sent from the system, including subject, body, sender, recipients, and delivery status. This enables reporting on communication effectiveness and compliance.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the sent message record within the Veeva Vault system.

Sent Message Type String True

Specifies the object type classification for the sent message, typically used to differentiate between custom and standard message objects.

Global ID String True

System-generated unique identifier used to reference the record globally across different Vault instances or integrations.

Link String False

System-generated hyperlink to directly access the sent message record within the Vault user interface.

Name String True

User-defined or system-generated name assigned to the sent message; often used for display or search purposes.

Status String False

Current status of the sent message such as Draft, Sent, Delivered, or Failed, indicating its progress through the message lifecycle.

Created By String True

Username or identifier of the user who created the sent message record.

Created Date Datetime True

Date and time when the sent message record was originally created in the system.

Last Modified By String True

Username or identifier of the user who last modified the sent message record.

Last Modified Date Datetime True

Timestamp indicating the most recent update to the sent message record.

Capture Datetime Datetime False

Date and time when the message data was captured for tracking, reporting, or logging purposes.

Delivered Datetime Datetime False

Timestamp when the message was successfully delivered to the intended recipient.

Last Open Datetime Datetime False

Date and time when the recipient last opened the sent message.

Sent Datetime Datetime False

Date and time when the message was initially sent to the recipient.

Total Duration Decimal False

Total time, in seconds or minutes, the recipient interacted with the message content.

Total Interaction Decimal False

Total number of interactions (such as clicks, views, or content engagements) that occurred with the sent message.

VExternal ID String False

External identifier used to reference the message in integrations or external systems outside of Veeva Vault.

Engage Link String False

Tracking-enabled link used in Veeva Engage to direct the recipient to view or interact with the message content.

Shortened Engage Link String False

Shortened version of the Engage link, optimized for display in SMS or compact delivery methods.

To String False

Target recipient of the message, typically including the HCP's email address, name, or identifier.

Sent From Platform String False

Platform or channel from which the message was initiated, such as Vault, Customer Relationship Management (CRM), or third-party applications.

Sent Via String False

Method by which the message was sent, such as email, SMS, or digital messaging service.

Transaction Type String False

Categorization of the sent message based on its purpose, such as promotional, informational, or regulatory.

Message Values String False

Key-value configuration pairs embedded within the message, representing custom attributes or content-specific parameters.

Mobile ID String False

Unique identifier used to associate the message with a specific mobile device or session in mobile communications.

Details String False

Additional contextual or tracking details related to the sent message, often used in reporting or engagement analytics.

Account String False

Reference to the account or customer, typically a Healthcare Professional (HCP) or Healthcare Organization (HCP), associated with the sent message.

Detail Group String False

Identifier or name of the group to which this message's detail belongs, used for message segmentation or classification.

Product String False

Product name or identifier being promoted or discussed within the sent message content.

User String False

Reference to the Vault user who initiated or sent the message. This can represent a field user, sales rep, or system account.

CLM Presentation String False

Unique identifier of the Closed Loop Marketing (CLM) presentation used in the message. Connects to promotional content shown to the recipient.

Key Message String False

Unique identifier for the key message component within the CLM presentation that was delivered to the recipient.

Call String False

Identifier for the associated call record in Veeva CRM. Links the sent message to a specific customer interaction or field activity.

Owner String False

Vault ID of the user or system that owns the message record. Typically aligns with the message sender or creator.

Total Clicks Decimal False

Cumulative count of individual clicks performed by recipients on the message's interactive elements, such as links or content buttons.

Total Views Decimal False

Total number of times the message content was viewed by recipients, capturing repeated engagements.

Total Downloads Decimal False

Total number of times downloadable content in the message (such as PDFs or attachments) was downloaded by recipients.

Clicked Decimal True

Boolean-style indicator (0 or 1) showing whether the message was clicked by the recipient at least once.

Viewed Decimal True

Boolean-style indicator (0 or 1) indicating if the recipient viewed the message content at least once.

Downloaded Decimal True

Boolean-style indicator (0 or 1) denoting whether downloadable content within the message was accessed by the recipient.

Legacy CRM Id String False

Identifier used by legacy CRM systems to reference this message record. This is useful during CRM migrations or data integrations.

CLM Presentation Name String False

Human-readable name of the CLM presentation linked to the message. Helps with reporting and user-friendly displays.

Engage Profile External Id String False

External identifier for the Engage profile associated with the recipient. This is used for cross-platform identification and message tracking.

Expire Link Bool False

Indicates whether the shared link in the message has expired, preventing further access to its contents.

Message Content String False

Body text or HTML content of the message that was delivered. This can include text, images, links, and embedded CLM elements.

Message Template String False

Identifier or name of the message template used to generate this message. Enables standardization across messages.

AOC ID String False

ID of the Approved Email or Content (AOC) element that governs compliance-approved message elements.

Multichannel Activity String False

Reference to the multichannel activity record that consolidates metrics across various channels for the same campaign or recipient.

CData Cloud

ServerJobStatuses

Maintains status and outcome information for background server jobs, such as document processing, batch imports, or scheduled tasks. This facilitates monitoring and troubleshooting of automated processes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the server job status record.

Global ID String True

System-generated global identifier used for uniquely referencing the record across environments.

Link String False

System-level hyperlink that provides direct access to the server job record within the Vault UI.

Server Job Name String False

Descriptive name of the server job used to identify the task or process being executed.

Status String False

Current execution status of the server job, such as Scheduled, Running, Completed, or Failed.

Created By String True

Username of the individual or system account that initiated the server job.

Created Date Datetime True

Timestamp indicating when the server job was initially created in the system.

Last Modified By String True

Username of the person or system account that last modified the server job record.

Last Modified Date Datetime True

Timestamp showing the last time the server job record was updated.

Completed Bool False

Boolean flag indicating whether the server job has completed its execution cycle.

Email on complete String False

Email address specified to receive a notification upon completion of the server job.

Errors Decimal False

Number of error events encountered during the execution of the server job.

Progress String False

Textual representation of the server job's progress, typically expressed as a percentage or phase indicator.

Rows Processed Decimal False

Count of individual data rows that have been successfully processed by the server job.

Run Id String False

Identifier that groups together a single execution run of the server job, useful for tracking re-runs.

Server Job Status String False

Overall job status classification, which can be used for workflow logic or UI filters.

Tab URL String False

Vault UI tab URL that links directly to a filtered or detailed view of the job execution.

Territories String False

List of territories associated with the job execution context, separated by commas.

Total Rows Decimal False

Total number of data rows the server job is expected to process.

Owner String False

User or group that is designated as the owner of the server job for access and accountability purposes.

Legacy CRM Id String False

Identifier that maps the server job to a record or process in a legacy Customer Relationship Management (CRM) system, if applicable.

CData Cloud

ShareInboxDocuments

Contains documents shared into user inboxes via shared links or direct collaboration features. This is used to support user access to incoming shared content and streamline document sharing workflows.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Share Inbox Document record, used to distinguish it from all other records in the system.

Name String True

The title or display name of the document as defined in the Vault system (name__v).

Status String False

The current lifecycle status of the document, such as Draft, Approved, or Obsolete, as defined in the Vault document lifecycle.

Created By String True

Username or identifier of the Vault user who initially created the Share Inbox Document.

Created Date Datetime True

The date and time when the Share Inbox Document was originally created in the Vault system.

Global ID String True

A system-generated globally unique identifier (GUID) assigned to this document for cross-system referencing.

Share Type String True

The document object type indicating the nature of the shared content, based on Vault object definitions (object_type__v).

Last Modified By String True

Username or identifier of the Vault user who last updated the document record.

Last Modified Date Datetime True

The date and time of the most recent modification to the document record.

Link String False

System-generated URL or link to directly access the shared document within the Vault user interface (link__sys).

Shared with Group String False

Identifier of the group with whom the document has been shared, typically referencing Vault group permissions.

Shared with User String False

Identifier of the specific user who has been granted access to the shared document.

User String False

System user reference indicating the user context under which the document was shared or received.

Locked Bool False

Boolean flag indicating whether the document is currently locked, preventing further edits or modifications.

CData Cloud

SignaturePages

Stores individual signature pages extracted from documents that require signing. This enables tracking of signature completion status and association with corresponding signers.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the signature page record, used for internal tracking and referencing.

Signature Page Type String True

Specifies the object type for the signature page, identifying its classification within the Veeva Vault data model.

Global ID String True

System-wide unique identifier for the signature page, used for cross-system data integration and tracking.

Link String False

System-generated hyperlink that provides direct access to view the signature page document within the Vault interface.

Name String False

The display name of the signature page, typically used for human-readable identification in user interfaces and reports.

Status String False

Current lifecycle status of the signature page, such as Draft, Active, or Archived, indicating its availability or stage in workflow.

Created By String True

User or system account that created the signature page record, captured for auditing and traceability purposes.

Created Date Datetime True

Timestamp recording when the signature page was initially created in the Vault system.

Last Modified By String True

User or system account that most recently updated the signature page, useful for tracking change history.

Last Modified Date Datetime True

Timestamp recording the most recent modification made to the signature page record.

Active Bool False

Indicates whether the signature page is currently active (true) or inactive (false), often used to filter operational data.

Text String False

Contains the full text or legal disclaimer associated with the signature page, typically shown to end users for review.

External Id String False

Identifier assigned by an external system to facilitate data synchronization or reference across platforms.

Record Type String False

Specifies the record type configuration for the signature page, which can control layout, behavior, and validation rules.

Signature Page String False

Reference to the specific signature page object or template associated with this record.

Owner String False

User ID or role assigned as the owner of the signature page, often used for permissions, responsibility, or routing.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems for historical reference or data migration tracking.

Disclaimer Country String False

Country to which the disclaimer text on the signature page applies, used to ensure regional compliance.

Language String False

Language code or description for the signature page content, enabling support for multilingual presentation and localization.

CData Cloud

SignatureRequests

Contains records of electronic signature requests within Veeva Vault, including metadata such as requestor, document, status, and timestamps for auditing and compliance purposes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the signature request record within the Vault instance.

Signature Request Type String True

Indicates the object type classification for the signature request, typically used to differentiate between various signature workflows.

Global ID String True

Globally unique identifier automatically generated by Vault for integration and reference across different systems.

Link String False

System-generated URL or reference link pointing to the detailed signature request document or related entity in Vault.

Signature Request Id String True

User-defined or system-assigned name or identifier for the signature request, often used for tracking and display purposes.

Status String False

Current status of the signature request, such as Draft, Sent, Completed, Canceled, or Expired, reflecting its lifecycle stage.

Created By String True

Username or ID of the user who initiated the signature request within Vault.

Created Date Datetime True

Timestamp indicating when the signature request was originally created in the system.

Last Modified By String True

Username or ID of the last user who made changes to the signature request record.

Last Modified Date Datetime True

Date and time when the signature request was most recently modified.

Call Mobile ID String False

Unique identifier referencing the associated call activity on a mobile device, used for linking mobile interactions to the signature request.

Call Date Date False

Date on which the associated call activity occurred, relevant for tracking interactions linked to the signature request.

Engage Last Modified Datetime Datetime False

Timestamp of the last modification made through Veeva Engage, capturing updates from remote interactions or presentations.

Request Canceled Date Datetime False

Timestamp when the signature request was officially canceled, marking the end of its lifecycle.

Request Expired Date Date False

Date when the signature request expired due to inaction or elapsed validity period.

Requested Date Datetime False

Datetime when the signature request was sent or made available to the recipient for action.

Signature Accepted Date Datetime False

Datetime when the recipient accepted the request and provided a valid signature.

Signature Captured Date Datetime False

Datetime when the signature was physically or digitally captured by the system.

Signature Declined Date Datetime False

Datetime when the recipient explicitly declined to provide a signature in response to the request.

Signature Request UUID String False

Universally unique identifier (UUID) assigned to the signature request, ensuring uniqueness across distributed systems.

Signature Request Status String False

Detailed internal status value representing the processing or transactional state of the signature request.

Legacy CRM Id String False

Identifier from the legacy Customer Relationship Management (CRM) system associated with the signature request, used for backward compatibility or historical referencing.

Account String False

Reference to the account (for example, Healthcare Professional (HCP) or organization) associated with the signature request.

Call String False

Reference to the specific call record linked to the signature request, allowing cross-entity correlation in Vault.

Owner String False

Custom field indicating the user or group that owns or manages the signature request record.

Owner2 String False

System-generated or externally integrated owner ID, used for access control or reporting purposes.

AOC ID String False

Identifier for the associated Area of Coverage (AOC), often used for tracking territory or region-based activities.

Mobile ID String False

Mobile platform identifier used to link the signature request to mobile activity records or applications.

CData Cloud

Sites

Stores information about clinical or research sites, including site identifiers, geographic location, associated studies, and contact details to facilitate site management and monitoring.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the site record within the Veeva Vault system, used to distinguish it from other records.

Site Type String True

Indicates the classification of the site, such as clinical, research, or promotional, based on the object type used in Vault.

Global ID String True

System-generated global identifier for the site, ensuring uniqueness across multiple Vaults or integrations.

Link String False

System-managed hyperlink reference that enables navigation to the site record within the Vault UI.

Site Name String False

Human-readable name or title of the site, typically used to identify the site in user interfaces and reports.

Status String False

Current status of the site, reflecting its lifecycle state such as active, inactive, planned, or archived.

Created By String True

User ID or username of the person who initially created the site record.

Created Date Datetime True

Date and time when the site record was first created in the Vault system.

Last Modified By String True

User ID or username of the last person who modified the site record.

Last Modified Date Datetime True

Timestamp of the most recent update made to the site record.

Error Message String False

Text of any error message encountered during processing or integration related to this site record.

Related Content String False

Reference to any related documents or records, such as studies, contracts, or communications associated with the site.

URL String False

External or internal URL associated with the site, used for redirection or reference purposes.

Owner String False

Vault user or group assigned ownership of the site record, responsible for its management or oversight.

Legacy CRM Id String False

Identifier used in a previous Customer Relationship Management (CRM) system to represent this site, aiding in data migration and cross-system reference.

Language String False

Language code or label indicating the primary language associated with the site, relevant for localization or communication.

CData Cloud

SpeakerCaps

em_speaker_cap__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Speaker Cap Type String True

object_type__v

Global ID String True

global_id__sys

Speaker Cap Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

SpeakerEvaluations

Captures evaluation data submitted after speaker-led events or programs, used to assess speaker effectiveness, presentation quality, and audience engagement.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the speaker evaluation record, used internally by the Vault system.

Global ID String True

System-generated global identifier that ensures uniqueness across all Vault environments.

Link String False

Direct system URL reference to the specific speaker evaluation record in Vault.

Speaker Evaluation ID String True

Name or code representing the speaker evaluation, typically auto-generated or user-assigned.

Status String False

Current state of the evaluation, such as Draft, In Review, Approved, or Rejected.

Created By String True

Username or user ID of the individual who created the speaker evaluation record.

Created Date Datetime True

Timestamp indicating when the speaker evaluation record was initially created.

Last Modified By String True

Username or user ID of the person who most recently modified the evaluation record.

Last Modified Date Datetime True

Timestamp reflecting the most recent update to the speaker evaluation record.

Comments String False

Free-text field for evaluators to enter general remarks or additional feedback regarding the speaker.

Credibility String False

Evaluator's rating of the speaker's trustworthiness, objectivity, and perceived authority on the subject.

Date Date False

The actual date on which the speaker event or evaluation took place.

Overall Rating String False

Combined rating summarizing the speaker's performance based on multiple evaluation criteria.

Preparedness String False

Rating of how well the speaker was prepared, including material readiness and punctuality.

Presentation Skills String False

Assessment of the speaker's ability to deliver the content clearly, confidently, and engagingly.

Professionalism String False

Evaluator's rating of the speaker's professional demeanor, including tone, conduct, and appearance.

Responsive to Audience String False

Indicates how effectively the speaker addressed audience questions and engaged with participants.

Subject Knowledge String False

Assessment of the speaker's depth and accuracy of knowledge regarding the subject matter.

Subject String False

Topic or focus area that was covered by the speaker during the evaluated session.

Account String False

Reference to the affiliated organization or customer account associated with the speaker or evaluation.

Owner String False

Vault user or role assigned as the owner responsible for managing or completing the evaluation record.

Legacy CRM Id String False

Identifier used in a legacy Customer Relationship Management (CRM) system to link historical evaluation data or integrate external records.

CData Cloud

SpeakerNominations

em_speaker_nomination__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Speaker Nomination Type String True

object_type__v

Global ID String True

global_id__sys

Speaker Nomination Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

SpeakerQualifications

em_speaker_qualification__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Speaker Qualification Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Speakers

em_speaker__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Speaker Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Specialties

aln_specialty__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Specialty Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

StakeholderPreferences

Holds data on individual stakeholder preferences such as communication channels, content types, and engagement frequencies to tailor interactions and campaigns.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the stakeholder preference record, used internally to distinguish it from other records.

Stakeholder Preference Type String True

Indicates the Vault object type associated with the stakeholder preference, which helps categorize the data entity within the Vault platform.

Global ID String True

System-generated global identifier used to uniquely reference the record across multiple Vault environments.

Link String False

System-generated hyperlink providing direct access to the stakeholder preference record within the Vault user interface.

Stakeholder Preference Name String True

User-defined name of the stakeholder preference, typically used to easily identify or describe the preference.

Status String False

Current lifecycle state of the stakeholder preference record, such as Active, Inactive, or Archived.

Created By String True

Username of the individual who initially created the stakeholder preference record.

Created Date Datetime True

Timestamp indicating when the stakeholder preference record was originally created.

Last Modified By String True

Username of the individual who most recently updated the stakeholder preference record.

Last Modified Date Datetime True

Timestamp showing the most recent modification date and time for the stakeholder preference record.

Record Type Name String False

Name of the record type that defines the business rules, layouts, and workflows associated with this stakeholder preference.

Title String False

Descriptive title or label for the stakeholder preference, typically used for reporting and user interface display.

Type String False

Category or classification of the stakeholder preference, such as communication type or scheduling preference.

Value Decimal False

Numerical or weighted value associated with the stakeholder preference, used for scoring or prioritization purposes.

Account String False

Identifier linking the stakeholder preference to a specific CRM account, establishing a contextual relationship.

Owner String False

Vault user or group designated as the owner of the stakeholder preference, responsible for maintaining the record.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used to cross-reference or migrate stakeholder preference data into Vault.

CData Cloud

StakeholderProfileLayouts

Defines the layout and configuration of stakeholder profiles, determining the display of fields, sections, and data relevant to user roles and business needs.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for each Stakeholder Profile Layout record. This is used as the primary key for reference and tracking.

Stakeholder Profile Layout Type String True

Specifies the Vault object type associated with the Stakeholder Profile Layout. This determines the record's structure and behavior within Veeva Vault.

Global ID String True

System-generated global identifier used to uniquely identify the layout across all Vault instances and integrations.

Link String False

System-managed link that provides a direct reference to the Stakeholder Profile Layout record within the Vault system.

Stakeholder Profile Layout Name String True

Human-readable name assigned to the Stakeholder Profile Layout. Typically reflects its intended purpose or associated region or stakeholder group.

Status String False

Indicates the current status of the Stakeholder Profile Layout, such as Active, Inactive, or Deprecated, which helps manage lifecycle stages.

Created By String True

User ID of the person who initially created the Stakeholder Profile Layout record in the Vault system.

Created Date Datetime True

Date and time when the Stakeholder Profile Layout record was first created. This is used for audit and historical reference.

Last Modified By String True

User ID of the person who last updated the Stakeholder Profile Layout record. This is useful for tracking changes and accountability.

Last Modified Date Datetime True

Timestamp of the most recent update to the Stakeholder Profile Layout record. Helps monitor update history and data freshness.

Owner String False

User ID or team responsible for the Stakeholder Profile Layout. Ownership typically determines who can edit or manage the record.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to refer to the same layout record. Enables backward compatibility and migration tracking.

CData Cloud

StepLogs

step_log__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Name String True

name__v

Status String True

status__v

Global ID String True

global_id__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Sub-ChecklistDesigns

subchecklist_design__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

SuggestionFeedback

Contains feedback submitted by users on previously suggested content or actions, helping to refine recommendation algorithms and improve system relevance.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for each Suggestion Feedback record.

Suggestion Feedback Type String True

Specifies the object type classification for the Suggestion Feedback entry, based on Veeva Vault metadata.

Global ID String True

System-assigned global identifier used to uniquely identify the record across all Vault instances.

Link String False

Internal system link referencing the location of the Suggestion Feedback record in the Vault.

Suggestion Feedback Name String True

Descriptive name or label assigned to the Suggestion Feedback entry, used for display and reporting.

Status String False

Current lifecycle status of the Suggestion Feedback record, indicating its state in the review or resolution process.

Created By String True

Username or user ID of the individual who created the Suggestion Feedback entry.

Created Date Datetime True

Timestamp marking when the Suggestion Feedback record was initially created.

Last Modified By String True

Username or user ID of the individual who last modified the Suggestion Feedback entry.

Last Modified Date Datetime True

Timestamp indicating the most recent update to the Suggestion Feedback record.

Activity Execution Type String False

Categorization of the type of activity execution that triggered the feedback, such as field activity or system action.

Dismiss Feedback1 String False

Custom dismissal reason or flag used to track the first reason the suggestion was rejected or marked irrelevant.

Dismiss Feedback2 String False

Additional dismissal feedback or categorization used to indicate a secondary reason for dismissing the suggestion.

Dismiss Feedback3 String False

Third-level dismissal rationale, used for more granular analysis of why the suggestion was disregarded.

Dismiss Feedback4 String False

Fourth-level dismissal categorization, enabling deeper tracking of dismissal justifications for suggestions.

Mobile ID String False

Identifier that links the Suggestion Feedback to a mobile device entry, typically used in offline or mobile Customer Relationship Management (CRM) applications.

Account String False

Reference to the associated account, such as Healthcare Professional (HCP) or Healthcare Organization (HCO), linked to the Suggestion Feedback submission.

Call String False

Identifier linking the Suggestion Feedback to a specific call or visit record within the CRM system.

Call Objective String False

The business or medical objective associated with the originating call, providing context for the feedback.

Sent Email String False

Reference to an email record that was sent and is associated with the Suggestion Feedback entry.

Suggestion String False

Reference to the original Suggestion record that prompted this feedback, used to link related insights.

Legacy CRM Id String False

Identifier from a legacy CRM system used for historical data mapping and system migration support.

CData Cloud

Suggestions

Stores system-generated or user-submitted suggestions, including document recommendations, content delivery improvements, and workflow enhancements.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for each suggestion record within the system.

Suggestion Type String True

Indicates the type or classification of the suggestion, such as behavioral, promotional, or engagement-focused.

Global ID String True

System-generated global identifier that ensures uniqueness across all records, environments, and integrations.

Link String False

System-level reference or hyperlink associated with the suggestion, typically used for navigation or cross-referencing.

Suggestion Name String True

User-friendly name or title assigned to the suggestion for display in the interface.

Status String False

Current state of the suggestion, such as Draft, Active, Completed, or Dismissed.

Created By String True

User who initially created the suggestion record, typically represented by a user ID or username.

Created Date Datetime True

Timestamp indicating when the suggestion record was first created in the system.

Last Modified By String True

User who last updated the suggestion record, useful for auditing and collaboration.

Last Modified Date Datetime True

Date and time of the most recent update to the suggestion record.

Account Priority Score Decimal False

Numeric score representing the importance or priority level of the associated account, typically used for ranking or filtering.

Action Count Decimal False

Total number of user actions or interactions taken in response to the suggestion.

Actioned Decimal False

Count of how many times the suggestion has been marked as actioned or completed by users.

Call Objective CLM ID String False

Identifier linking the suggestion to a specific CLM (Closed Loop Marketing) call objective record.

Call Objective From Date Date False

Start date for the time range during which the related call objective is applicable.

Call Objective On By Default Bool False

Indicates whether the associated call objective should be automatically included by default when viewing or creating related activities.

Call Objective Record Type String False

Specifies the subtype or configuration of the related call objective record.

Call Objective To Date Date False

End date for the duration in which the related call objective remains valid.

Category String False

Categorization of the suggestion used for organization, segmentation, or reporting purposes.

Dismiss Count Decimal False

Total number of times the suggestion has been manually dismissed by users.

Dismissed Decimal False

Binary or flag-style indicator representing whether the suggestion has been dismissed (1) or not (0).

Dismiss Bool False

Boolean flag that controls whether the dismiss option is available for this suggestion in the user interface.

Mark as Complete Bool False

Boolean flag that determines if users are allowed to mark the suggestion as complete from the interface.

Score Bool False

Boolean flag that determines whether a scoring feature is available for this suggestion, often for feedback or effectiveness tracking.

Email Template ID String False

Reference to the unique identifier of the email template associated with the suggestion, typically used to automate email communications.

Email Template Vault ID String False

Unique Vault-specific identifier of the email template used for internal document linking and lifecycle tracking.

Email Template Bool False

Indicates whether the suggestion is associated with an email template, used for automating message content in communications.

Expiration Date Date False

The date after which the suggestion is considered expired and no longer actionable or visible in workflows.

Mark Complete Count Decimal False

The number of times users have marked the suggestion as complete, typically used for engagement or completion tracking.

Marked As Complete Decimal False

Indicates whether the suggestion has been flagged as completed by a user or process, stored as a decimal value for compatibility.

Do Not Display on Homepage Bool False

Boolean flag indicating whether the suggestion should be excluded from homepage display for user-specific views.

Planned Call Date Date False

The scheduled date for a follow-up or action related to the suggestion, often tied to call planning activities.

Posted Date Date False

The date when the suggestion was officially posted or made visible within the system.

Priority String False

Text label indicating the urgency or importance level of the suggestion, such as High, Medium, or Low.

Reason String False

Explanation or justification provided for the suggestion, often used in reporting or approval workflows.

Record Type Name String False

Name of the record type used to classify the suggestion, which helps determine behavior, layout, or workflow.

Suggestion External Id String False

Identifier used to link the suggestion to an external system, allowing for integration and traceability across platforms.

Suppress Reason Bool False

Boolean value that indicates whether the reason for the suggestion should be suppressed from view in user interfaces.

Title String False

Short descriptive title summarizing the content or purpose of the suggestion.

Account String False

Reference to the account entity that the suggestion is related to, typically representing an Healthcare Professional (HCP), Healthcare Organization (HCO), or customer record.

Suggestion Survey String False

Identifier linking the suggestion to a specific survey that can have generated the recommendation or data input.

Owner String False

Identifier of the user or system responsible for managing the suggestion, typically mapped to Vault user IDs.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system, used for historical mapping and data integrity across migrations.

Planned Call Channel String False

Channel intended for the planned follow-up, such as email, phone, or in-person interaction.

Planned Call DateTime Datetime False

The specific date and time scheduled for executing the action or communication tied to the suggestion.

CData Cloud

SuggestionTags

Maintains a tagging system for suggestions, allowing categorization and filtering based on thematic or functional tags for better traceability and management.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the suggestion tag record within the Veeva Vault system.

Suggestion Tag Type String True

Specifies the object type of the suggestion tag, used to categorize and distinguish between tag variants in the metadata model.

Global ID String True

System-generated global identifier that ensures uniqueness of the record across multiple vaults or systems.

Link String False

Internal system reference link to this suggestion tag record, typically used for API navigation or internal cross-referencing.

Suggestion Tag Name String True

The human-readable name assigned to the suggestion tag, used for identification and display in user interfaces.

Status String False

Indicates the current lifecycle state of the suggestion tag, such as Active, Inactive, or Archived.

Created By String True

Username or system reference indicating the user who originally created the suggestion tag record.

Created Date Datetime True

Timestamp recording when the suggestion tag was initially created in the system.

Last Modified By String True

Username or system reference of the user who most recently updated the suggestion tag record.

Last Modified Date Datetime True

Timestamp capturing the last time the suggestion tag record was modified.

Driver String False

The associated driver or controlling logic used to generate or apply this suggestion tag, often referencing personalization or logic models.

Email Fragment Order String False

Defines the sequence in which the associated email fragment should appear when this tag is used in dynamic email content.

External ID String False

An identifier used to link the suggestion tag to an external system, ensuring integration compatibility and traceability.

Record Type Name String False

The name of the record type used to define custom behavior, layout, or validation rules for the suggestion tag object.

Detail Group String False

Represents a grouping mechanism for categorizing tags according to detail segment or therapy area for reporting and targeting.

Email Fragment String False

References a specific email content block or template fragment associated with the tag, used in multichannel communications.

Product String False

Links the suggestion tag to a particular product, enabling contextual relevance in commercial or promotional scenarios.

Suggestion String False

References the parent suggestion record that this tag is linked to, establishing contextual relevance or categorization.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used to migrate or map suggestion tag data from earlier platforms into Veeva Vault.

CData Cloud

SurveyQuestions

Defines the individual questions used in surveys, including question types, answer formats, dependencies, and associated metadata for logic branching and reporting.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the survey question record, used internally to distinguish each entry.

Survey Question Type String True

Specifies the object type of the survey question, which helps differentiate it from other record types within the Vault.

Global ID String True

System-managed global identifier assigned to the survey question for cross-vault uniqueness and tracking.

Link String False

URL link or Vault reference that connects this survey question to its detailed view or related object.

Survey Question ID String True

The name or identifier of the survey question, typically used as a human-readable key.

Status String False

Current lifecycle status of the survey question, such as Draft, Active, or Inactive.

Created By String True

User ID of the person who initially created the survey question record.

Created Date Datetime True

Timestamp indicating when the survey question was first created in the system.

Last Modified By String True

User ID of the person who last updated the survey question record.

Last Modified Date Datetime True

Timestamp of the most recent modification to the survey question.

Answer Choices String False

Comma-separated list of answer options available for the question, typically used for multiple choice or single select questions.

Condition String False

Logical condition or rule that determines when this question should be displayed, based on previous responses or metadata.

External ID String False

Identifier used to reference this survey question in external systems or integrations.

Max Score Decimal False

Maximum numerical score that can be assigned for answering this question, often used for scoring-based assessments.

Min Score Decimal False

Minimum numerical score that can be assigned for this question, useful for validations or scoring logic.

Question Order Decimal False

Numeric position of this question within the overall survey, used to determine sequence during survey rendering.

Question Number Decimal False

Explicit question number shown to the user, which can differ from the internal order value.

Required Bool False

Indicates whether the question must be answered before the survey can be submitted (true or false).

Source ID String False

Identifier of the source system or module that originated this survey question, useful in multi-system environments.

Question String False

The actual text of the question that will be displayed to the user as part of the survey.

Survey Header String False

Reference to the parent survey record that this question belongs to, establishing relational context.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used for backward compatibility or historical reference.

Question Text String False

Alternate or formatted version of the survey question text, typically used for display or translation purposes.

CData Cloud

Surveys

Represents full survey instruments, including metadata such as title, purpose, target audience, deployment dates, and status to manage survey lifecycle.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the survey record, used internally to reference the survey entity in Vault.

Survey Type String True

Specifies the type or classification of the survey, typically corresponding to a defined object type in the Vault object model.

Global ID String True

System-generated unique identifier that remains consistent across Vaults in a multi-Vault environment.

Link String False

System-managed link that provides a direct URL to the survey record within the Vault user interface.

Survey Name String False

User-defined name of the survey, typically used as the primary label when displaying or searching for surveys.

Status String True

Indicates the current lifecycle state of the survey, such as Draft, In Review, or Approved.

Created By String True

Username of the Vault user who originally created the survey record.

Created Date Datetime True

Timestamp indicating when the survey was first created in the system.

Last Modified By String True

Username of the Vault user who most recently modified the survey record.

Last Modified Date Datetime True

Timestamp of the last time the survey record was updated.

Account Types String False

Comma-separated list of account types associated with the survey, such as Healthcare Professional (HCP), Healthcare Organization (HCO), or other custom classifications.

Assignment Type String False

Defines how the survey is assigned to users, such as manually, by rule, or based on predefined roles or segments.

Automatically create target records Bool False

Indicates whether Vault should automatically generate related target records for the survey without manual assignment.

Channels String False

Comma-separated list of channels (such as Email, Web, In-Person) through which the survey can be distributed.

Enable Employee Comment String False

Specifies whether employees are allowed to add comments when submitting survey responses; typically a Yes/No field stored as string.

End Date Date False

The date after which the survey is no longer active or available to participants.

External ID String False

Optional external identifier that links the survey to a corresponding record in an external system or integration layer.

Locked Bool False

Indicates whether the survey is locked from further changes, typically used to prevent editing after deployment.

Allow users to choose targets? Bool False

Specifies whether users are allowed to manually select which targets to include for the survey distribution.

Profile Name String False

The name of the profile associated with the survey, typically defining layout, access, or behavioral rules.

Region String False

Geographical region to which the survey applies, often used for segmenting data or tailoring survey content.

Score Display String False

Defines how survey scores or results are presented to end users, such as numerical, graphical, or hidden.

Segments String False

Comma-separated list of predefined segments that the survey applies to, used for filtering recipients or analyzing results.

Share Team String False

Comma-separated list of teams with whom the survey is shared, granting them visibility or collaboration access.

Start Date Date False

The date on which the survey became active and available for users to complete. This is used for scheduling and reporting purposes.

Survey Status String False

The current status of the survey, such as Draft, Active, or Completed, reflecting its lifecycle progress.

Target Type String False

Specifies the type of entity the survey is directed at, such as HCP, HCO, or internal stakeholder.

Included user territories String False

A comma-separated list of sales or user territories where the survey is distributed. Each value identifies a unique territory.

iFrame Landing Page URL String False

The full URL used to embed the survey within an iframe for user access via a landing page or portal.

Detail Group String False

An optional grouping label used to categorize the survey under a specific set of related detail items or themes.

Product String False

The associated product or brand that the survey relates to, used for marketing, compliance, or targeting purposes.

Owner String False

The Vault user ID of the person who created or is responsible for managing the survey.

Maximum Possible Score Decimal False

The highest numerical score a respondent can achieve in the survey, used to calculate performance or satisfaction.

Minimum Possible Score Decimal False

The lowest numerical score a respondent can receive in the survey, establishing the baseline evaluation metric.

Expired String True

Indicates whether the survey has passed its expiration date and is no longer available for completion. Values can include Yes or No.

Legacy CRM Id String False

The identifier used in the legacy Customer Relationship Management (CRM) system for referencing this survey, supporting historical data migration or integration.

Language String False

The language in which the survey is presented to the user, such as English, French, or Japanese.

Lifecycle String True

The overall lifecycle model applied to the survey, defining the progression from creation to retirement.

Lifecycle State String True

The current state within the lifecycle model, such as Initiated, In Review, or Finalized.

Lifecycle State Stage ID String True

A system-generated identifier for the stage within the current lifecycle state, used internally for stage tracking.

Lifecycle Stage String True

The name of the current lifecycle stage, providing insight into the progress of the survey within its configured workflow.

Application Profile String False

The Vault application profile assigned to the survey, which determines UI configuration and feature access.

CData Cloud

SurveyTargets

Tracks individuals or entities targeted for survey participation, capturing distribution details, response statuses, and links to survey results.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the survey target record.

Survey Target Type String True

Specifies the document type of the survey target within the Vault object model.

Global ID String True

System-generated global identifier used for integrations and cross-Vault referencing.

Link String False

System-managed link used to access the survey target record directly within the Vault interface.

Survey Target String False

Human-readable name or title assigned to the survey target entity.

Status String True

Current workflow or lifecycle status of the survey target, such as Draft, Approved, or Archived.

Created By String True

Username or system account that created the survey target record.

Created Date Datetime True

Timestamp indicating when the survey target record was initially created.

Last Modified By String True

Username or system account that last modified the survey target record.

Last Modified Date Datetime True

Timestamp indicating the most recent modification of the survey target record.

Account Display Name String False

Public-facing name of the associated account or organization linked to the survey target.

Account Types String False

Comma-separated list of account types linked to the survey target, such as Healthcare Professional (HCP), Healthcare Organization (HCO), Distributor.

Call Id String False

Reference to the associated Call2 activity record related to the survey target.

Channels String False

Comma-separated list of communication channels used for survey delivery, such as Email, Phone, In-person.

Completed Date/Time Datetime False

Timestamp indicating when the survey target completed the assigned survey.

Employee Comment String False

Optional comment field where the employee can provide feedback or contextual notes.

Enable Employee Comment String False

Indicates whether employees are allowed to leave comments for the survey target (true or false).

End Date Date False

The date on which the survey target's participation in the survey officially ended.

Entity Reference Id String False

Unique identifier referencing the entity associated with this survey target record.

External ID String False

Identifier provided by external systems for integration or reference purposes.

Location Entity Reference Id String False

Reference to the location entity related to the survey target, used for regional mapping.

Lock Bool False

Boolean flag that prevents further changes to the survey target record once set to true.

Mobile ID String False

Identifier used by mobile platforms to reference the survey target during field activities.

Don't change owner on publish Bool False

When true, prevents the reassignment of ownership when the record is published.

Profile Name String False

Name of the profile or form layout associated with the survey target.

Recalled Date/Time Datetime False

Timestamp indicating when the survey target was recalled or removed from circulation.

Region String False

Geographical region associated with the survey target, often used for segmentation and reporting.

Report Status String False

Status of the reporting process for the survey target, such as Pending, Completed, or Failed.

Review Date Date False

Scheduled or actual date on which the survey target's responses were reviewed.

Segment String False

Business or customer segment classification assigned to the survey target for analytical grouping.

Sent to Rep Date/Time Datetime False

Timestamp indicating when the survey target was sent to the assigned representative for follow-up.

Share Team String False

Indicates the name of the team that shared the survey target, used for tracking collaboration across teams.

Start Date Date False

The date when the survey was initiated or became active for the target.

Survey Target Status String False

The current status of the survey for a specific target, such as Not Started, In Progress, or Completed.

Submitted DateTime Datetime False

The exact date and time when the survey was submitted by the user or target.

Target Type String False

Specifies the category of the survey target, such as Account, Event, or User.

Included user territories String False

Lists the user territories included in the survey targeting, separated by commas. This is useful for geographic segmentation and performance tracking.

Account String False

References the associated account or HCP (Health Care Professional) linked to the survey target.

Call String False

Links to the related call record, indicating that the survey was part of a call activity.

Child Account String False

Indicates the child account related to the main account, often used in hierarchical account structures.

Manager String False

Refers to the manager or coach overseeing the employee who submitted or interacted with the survey.

Detail Group String False

Identifies the product detail group presented during the interaction, used for analyzing targeted messaging.

Attendee String False

Refers to the individual who attended the event or meeting and is associated with the survey.

Event Speaker String False

Specifies the speaker involved in the event where the survey target was engaged.

Event String False

Links to the specific event record connected to the survey target, enabling event-based reporting.

Employee String False

The employee who executed the survey-related activity or submitted the response.

Location String False

The physical or virtual location associated with the survey activity or event.

Product String False

The product related to the survey target, used to correlate survey data with product performance.

Sent Email String False

Indicates an email communication sent to the survey target, supporting outreach tracking.

Suggestion String False

References a system-generated or user-provided suggestion related to the survey or interaction.

User String False

The Vault user who owns or initiated the survey target record.

Owner String False

The owner ID of the survey target, typically a Vault user or system ID responsible for managing the record.

Score Decimal False

Numerical score assigned to the survey response, used for evaluating quality, engagement, or effectiveness.

Not Completed String True

Flag or reason indicating why the survey was not completed by the target.

Legacy CRM Id String False

Unique identifier from the legacy Customer Relationship Management (CRM) system, supporting migration tracking and data mapping.

Language String False

Language in which the survey was presented or completed, useful for localization and analysis.

Lifecycle String True

The lifecycle applied to the survey target object, defining its process stages and transitions.

Lifecycle State String True

The current lifecycle state of the survey target, such as Draft, In Review, or Approved.

Lifecycle State Stage ID String True

System-generated ID for the current lifecycle stage, used internally for process control.

Lifecycle Stage String True

The label for the current stage in the lifecycle, providing user-friendly identification of process phase.

Survey Name String False

The name of the survey associated with the target record, used for filtering and grouping.

Modified by Publish job Datetime True

Timestamp indicating when the survey target record was last modified by an automated publish job.

Application Profile String False

Identifies the application profile applied to the user or target, influencing access and configuration.

CData Cloud

SWOTs

Stores Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis records for stakeholders or organizations, enabling strategic planning and segmentation.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Strengths, Weaknesses, Opportunities, and Threats (SWOT) entry, used as the primary key in the system.

SWOT Type String True

Specifies the object type of the SWOT record, typically used to distinguish record variations in Vault.

Global ID String True

System-generated global identifier used to uniquely identify the record across Vault environments.

Link String False

System link or URL that provides direct access to the SWOT record in the Veeva Vault interface.

SWOT Name String True

The name or title of the SWOT record, typically used for quick identification in user interfaces and reports.

Status String False

Current status of the SWOT record, such as Draft, In Review, or Approved, reflecting its stage in the workflow.

Created By String True

Username or identifier of the user who initially created the SWOT record.

Created Date Datetime True

Timestamp indicating when the SWOT record was first created.

Last Modified By String True

Username or identifier of the user who last modified the SWOT record.

Last Modified Date Datetime True

Timestamp of the most recent update made to the SWOT record.

Mobile ID String False

Mobile-generated identifier used to track the record when created or modified on a mobile device.

Opportunities String False

Describes external opportunities identified for the related account or product, supporting strategic planning.

Strengths String False

Details internal strengths related to the account, product, or team, used for evaluating competitive advantages.

Threats String False

Captures potential external threats or risks that can negatively impact the account or business strategy.

Weaknesses String False

Documents internal weaknesses or limitations relevant to the account or product that can require mitigation.

Account Plan String False

Reference to the associated account plan that the SWOT analysis supports, providing strategic alignment.

Product String False

Name or identifier of the product associated with the SWOT entry, enabling product-specific analysis.

Legacy CRM Id String False

Identifier carried over from a previous or legacy Customer Relationship Management (CRM) system to maintain reference continuity.

CData Cloud

SynchronizationTrackings

Logs synchronization events and metadata between systems or devices, including sync direction, success/failure status, and timestamps for troubleshooting and auditing.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the synchronization tracking record.

Global ID String True

System-generated global identifier used to uniquely reference the record across environments.

Link String False

System URL or hyperlink used to access or reference the synchronization record in the Vault UI.

Synchronization Tracking Name String True

Descriptive name assigned to the synchronization event or batch.

Status String False

Current status of the synchronization process, such as Queued, In Progress, Completed, or Failed.

Created By String True

User who initiated or created the synchronization tracking entry.

Created Date Datetime True

Date and time when the synchronization tracking record was created in the system.

Last Modified By String True

User who last updated or modified the synchronization tracking record.

Last Modified Date Datetime True

Date and time when the synchronization record was last updated.

Sync Canceled Bool False

Indicates whether the synchronization process was canceled before completion.

Download Processed Bool False

Indicates whether the download phase of the sync process was completed successfully.

Media Processed Bool False

Flag indicating whether any associated media files were handled during synchronization.

Mobile ID String False

Unique identifier for the mobile device involved in the synchronization process.

# Retries Decimal False

Total number of retry attempts made to complete the synchronization operation.

# Upload Errors Decimal False

Number of upload-related errors encountered during the sync process.

# Uploads Decimal False

Total number of files or records uploaded as part of the synchronization.

# Unprocessed Trans Files Decimal False

Number of unprocessed VTrans (Vault transaction) files remaining after sync.

Sync Completed Datetime Datetime False

Timestamp indicating when the synchronization process was completed.

Sync Start Datetime Datetime False

Timestamp marking when the synchronization process began.

Sync Type String False

Type of synchronization being performed, such as Full, Incremental, or Manual.

Upload Processed Bool False

Flag indicating whether uploads were successfully processed during the sync.

VDS Processed Bool False

Indicates whether VDS (Vault Data Services) related content was processed.

VInsights Processed Bool False

Indicates whether VInsights-related content was included and processed in the sync.

Version String False

Version of the mobile app or platform used during the synchronization.

Owner String False

Owner or responsible user associated with this synchronization record.

Successful Sync Decimal True

Indicator or flag showing whether the synchronization was successful based on system criteria.

Sync Duration (secs) Double True

Total time in seconds that the synchronization process took from start to finish.

Legacy CRM Id String False

Identifier used to map this record to legacy Customer Relationship Management (CRM) systems, if applicable.

Refresh Mode? Bool False

Indicates whether the synchronization used refresh mode to update content rather than full re-download.

CData Cloud

TargetingRuleChannels

aln_targeting_rule_channel__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Object Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

TargetingRuleProducts

aln_targeting_rule_product__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Targets

tlist__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Name String True

name__v

Status String True

status__v

Global ID String True

global_id__sys

Target Type String True

object_type__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Territories

Stores information about geographic or organizational territories assigned to field teams or sales representatives. Each record defines a distinct territory with attributes for regional planning and resource alignment.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the territory record within the Veeva Vault system.

Global ID String True

System-generated global identifier used to uniquely identify the territory across Vault environments.

Link String False

Direct hyperlink to the full Vault record for this territory, useful for quick access and integration.

Name String False

Descriptive name assigned to the territory, often representing a geographic or organizational segment.

Status String False

Current operational state of the territory, such as Active, Inactive, or Archived.

Created By String True

User who initially created the territory record in the Vault system.

Created Date Datetime True

Timestamp indicating when the territory record was first created.

Last Modified By String True

User who last updated or modified the territory record.

Last Modified Date Datetime True

Timestamp of the most recent update made to the territory record.

API Name String False

System-friendly identifier for the territory, used in API integrations and configuration scripts.

Country String False

Country or region associated with the territory, which can affect data access or reporting.

Description String False

Free-text field providing additional context, purpose, or notes about the territory.

Parent Territory String False

Reference to the parent territory, used to define hierarchical territory structures.

Master Align Id String False

Identifier linking the territory to its master alignment definition, used in alignment planning and management.

Legacy CRM Id String False

Identifier from a previous or external Customer Relationship Management (CRM) system, used for data migration or cross-platform mapping.

Owner String False

User or role responsible for managing the territory and associated data or activities.

CData Cloud

Territories2

territory__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

API Name String False

api_name__v

Country String False

country__v

Description String False

description__v

Parent Territory String False

parent_territory__v

Master Align Id String False

master_align_id__v

Legacy CRM Id String False

legacy_crm_id__v

Owner String False

ownerid__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

TerritoryBudgets

Captures budget allocations at the territory level, supporting financial planning and tracking for marketing, sales, and field activities within specific geographic or organizational units.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the territory budget record, typically auto-generated by the system.

Global ID String True

System-wide unique global identifier used to reference this record across integrations.

Link String False

Direct system link or reference URL for accessing the record within the Vault interface.

Territory Budget Name String False

Human-readable name assigned to the territory budget for identification and reporting purposes.

Status String False

Current state of the budget record, such as Draft, Active, or Archived, indicating its lifecycle stage.

Created By String True

Username or system ID of the user who originally created the territory budget entry.

Created Date Datetime True

Timestamp indicating when the territory budget was first created in the system.

Last Modified By String True

Username or system ID of the user who last updated the territory budget record.

Last Modified Date Datetime True

Timestamp of the most recent update to the budget record's data or status.

Active Bool False

Boolean flag that indicates whether the territory budget is currently active and in use.

Current Quantity Decimal False

The latest available quantity allocated in the territory budget, such as units of a resource.

Current Value Decimal False

The latest financial value assigned to the budget, in local currency, reflecting current allocation.

Current Value Corp Decimal True

Corporate-adjusted financial value of the current budget, used for cross-region or global reporting.

Local Currency String False

Three-letter ISO currency code representing the local currency for this budget (for example, USD, EUR).

Description String False

Detailed description or notes associated with the territory budget, often outlining its purpose or scope.

End Date Date False

The date on which the territory budget is scheduled to end or expire.

Last Transaction Date False

Date of the most recent financial or quantity-based transaction associated with the budget.

Start Date Date False

The official start date for the territory budget period, marking when allocations begin.

Start Quantity Decimal False

Initial quantity allocated at the start of the budget cycle for tracking usage over time.

Start Value Decimal False

Initial monetary value assigned to the budget at the beginning of the budget period.

Start Value Corp Decimal True

Initial corporate-adjusted value of the budget used for global financial consolidation.

Territory Budget Status String False

Operational status of the territory budget, typically indicating progress or approval stage.

Territory String False

Identifier or name of the territory associated with this budget, linking it to a regional or geographic area.

Type String False

Category or classification of the territory budget, such as promotional, operational, or capital.

Product String False

Reference to the product associated with the budget, indicating what the funds or resources are intended to support.

Owner String False

User or group responsible for managing the territory budget, typically a field manager or business unit lead.

Legacy CRM Id String False

Identifier used to link the budget to legacy Customer Relationship Management (CRM) systems, supporting data migration or backward compatibility.

CData Cloud

TerritoryBudgetTransactions

Records transactional updates to territory budgets, including allocations, expenditures, and adjustments. This enables detailed audit trails and budget utilization analysis over time.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the territory budget transaction record.

Global ID String True

System-generated global identifier used to uniquely reference this record across all Vault instances.

Link String False

System-generated URL link for accessing the record directly in the Vault interface.

Territory Budget Transaction Name String True

Descriptive name assigned to the budget transaction, used for identifying or categorizing the entry.

Status String False

Current workflow or approval status of the transaction, such as Draft, Approved, or Rejected.

Created By String True

Username or user ID of the person who initially created the transaction record.

Created Date Datetime True

Timestamp indicating when the transaction record was first created in the system.

Last Modified By String True

Username or user ID of the person who last modified the transaction record.

Last Modified Date Datetime True

Timestamp reflecting the most recent update made to the transaction record.

Description String False

Free-text field providing additional context or details about the transaction, such as its purpose or justification.

Quantity Decimal False

Number of units associated with the transaction, such as product samples or event materials.

Transaction Date Date False

Date on which the budget transaction took place or was logged.

Value Decimal False

Monetary amount associated with the transaction, in the local operating currency.

Value Corp Decimal True

Monetary amount converted into the corporate standard currency for consolidated reporting.

Local Currency String False

Currency code representing the local currency in which the transaction value was originally recorded, such as USD, EUR, or JPY.

Territory Budget String False

Reference to the parent territory budget record this transaction is linked to, enabling budget tracking and reconciliation.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system to support data migration, traceability, or integration continuity.

CData Cloud

TerritoryFields

Contains configuration data for Territory Specific Fields (TSFs), allowing customization of territory-level metadata and enabling nuanced reporting and workflow automation.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the territory field record, used as the primary key in the database.

Territory Field Type String True

Specifies the object subtype of the territory field, typically aligning with a custom or standard object in Vault.

Global ID String True

System-generated global identifier that ensures uniqueness of the record across Vault environments.

Link String False

URL or reference link used to access the full record within the Vault user interface.

TSF Name String True

Name assigned to the territory-specific field (TSF), usually reflecting a custom configuration or data capture field.

Status String False

Current operational status of the territory field record, such as Active, Inactive, or Archived.

Created By String True

Username or ID of the user who originally created the record in the Vault system.

Created Date Datetime True

Timestamp indicating when the record was first created in Vault.

Last Modified By String True

Username or ID of the user who last updated the record.

Last Modified Date Datetime True

Timestamp of the most recent update made to the record.

Allowed Product String False

List of products permitted for this territory field, stored as a comma-separated list of product identifiers or codes.

External Id String False

Identifier used to reference this record in external systems, often for integration or migration purposes.

Last Activity Date Date False

Date of the most recent interaction or transaction associated with this territory field.

Mobile ID String False

Identifier used to reference the record in a mobile context, such as during offline sync or mobile-specific processes.

My Target Bool False

Indicates whether the record represents a personal target for the user viewing it (true or false).

Route String False

Designated travel or access route associated with the territory, typically used for planning and reporting.

Territory Name String False

Name of the territory associated with the record, often used for reporting and filtering.

YTD Activity Decimal False

Year-to-date activity metric associated with the territory, usually reflecting engagements, calls, or other KPIs.

Account String False

Vault reference to the Healthcare Professional (HCP) or Healthcare Organization (HCO) account associated with this territory field.

My Preferred Location String False

User-designated preferred account location for the associated activity or territory plan.

Territory String False

Reference to the Vault territory object or record this field is linked to.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used to map historical data into Veeva Vault.

My Preferred Address String False

User-specified preferred physical address associated with the account or territory.

CData Cloud

TerritoryFootprints

aln_territory_footprint__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

TerritoryProducts

aln_territory_product__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

TerritorySettings

Holds system settings and configuration values governing territory management behavior, such as assignment rules, access controls, and default display preferences.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Territory Settings record within the Vault environment.

Global ID String True

System-generated global identifier used across Vault environments for consistent reference.

Link String False

System link to directly access the Territory Settings record within the Vault user interface.

Name String False

Descriptive name assigned to this Territory Settings configuration.

Status String False

Current lifecycle status of the Territory Settings record, such as Active or Inactive.

Created By String True

Username or user ID of the individual who originally created this record.

Created Date Datetime True

Date and time when the Territory Settings record was initially created.

Last Modified By String True

Username or user ID of the individual who last modified this record.

Last Modified Date Datetime True

Date and time of the most recent update to the Territory Settings record.

ATL Mode Decimal False

Configuration value that defines how Align Territory Layer (ATL) mode is applied in this Vault setup.

Align Integration User String False

User account designated to perform data integration between Vault and Align systems.

Align Server String False

Name or identifier of the Align server instance connected to this Vault.

Align Territory Feedback Mode Decimal False

Defines the feedback mode used for territory alignment data exchange with Align.

Align Vault Id String False

Identifier of the Vault instance associated with the Align integration for this configuration.

Align Vault Integration Id String False

Unique integration identifier used to connect the Vault to the Align system.

Align Version String False

Version number of the Align product associated with this Vault territory integration.

External Id String False

External system identifier used for cross-system reference or integration.

Setup Owner ID String False

ID of the user or system responsible for owning and managing this territory configuration setup.

Security Profile String False

Name of the security profile that controls access permissions for this record.

Legacy CRM Id String False

Identifier referencing the corresponding record in the legacy Customer Relationship Management (CRM) system.

Application Profile String False

Specifies the application-level profile used to determine behavior or configuration rules.

CData Cloud

TimeOffTerritory

Tracks planned or approved time-off entries by users in relation to their assigned territories. This is useful for managing field force availability and reassigning coverage during absences.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the time off territory record within the Veeva Vault system.

Global ID String True

System-generated global identifier used to uniquely reference the record across different Vaults.

Link String False

System-generated link used to directly access the record in the user interface.

TOT ID String True

User-defined identifier for the time off territory entry, often representing a unique name or reference code.

Status String False

Indicates the current lifecycle status of the record, such as Draft, Approved, or Cancelled.

Created By String True

Username or ID of the user who created the time off territory record.

Created Date Datetime True

Date and time when the record was initially created in Vault.

Last Modified By String True

Username or ID of the user who last modified the record.

Last Modified Date Datetime True

Date and time when the record was most recently updated.

Date Date False

The specific calendar date on which the time off occurred or is scheduled to occur.

Mobile ID String False

Identifier used to sync or reference the record within the Veeva Customer Relationship Management (CRM) mobile application.

Reason String False

Explanation or justification for the time off territory entry, such as vacation, training, or illness.

Time Off Territory Status String False

Custom status indicating the current state of the time off request, aligned with business workflows.

Territories String False

List of territories associated with the time off, indicating where the user will be unavailable.

Time String False

Optional time field capturing additional context such as full day, half day, or specific time range.

Hours off String False

String representation of the number of hours taken off, potentially formatted for display purposes.

Start Time String False

Start time for the time off on the specified date, indicating when unavailability begins.

Owner String False

Vault user ID or reference indicating the owner or responsible person for the record.

Hours Decimal True

Decimal value representing the number of hours the user is taking off on the given date.

Legacy CRM Id String False

Identifier used to link this record to a corresponding record in a legacy CRM system before migration.

Unavailable for Scheduling Bool False

Boolean flag indicating whether the user should be excluded from scheduling during this time off period, especially for Engage meetings.

CData Cloud

TopicMaterials

em_topic_material__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Topic Material Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

TrainedModelPerformanceMetrics

trained_model_performance_metric__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Model Performance ID String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

TrainedModels

trained_model__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Trained Model ID String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

TranslationEventHandlers

sdktranslationeventhandler__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

UnavailableTimes

Logs periods when users or resources are unavailable for activities such as calls, visits, or assignments. Often integrated with scheduling logic to optimize planning and task delegation.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the unavailable time entry, used as the primary key for this record.

Unavailable Time Type String True

Specifies the type or classification of the unavailable time, such as vacation, sick leave, or meeting block, based on Veeva Vault's object type structure.

Global ID String True

System-generated global identifier used to uniquely identify the record across different environments and integrations.

Link String False

System-generated hyperlink or URI reference that links directly to the record in the Veeva Vault system interface.

Unavailable Time Name String True

Descriptive name for the unavailable time entry, often used to summarize the reason or purpose of the unavailability.

Status String False

Indicates the current workflow or lifecycle status of the unavailable time entry, such as Draft, Approved, or Cancelled.

Created By String True

Username or system identifier of the person or process that created the unavailable time record.

Created Date Datetime True

Timestamp recording when the unavailable time entry was initially created in the system.

Last Modified By String True

Username or system identifier of the person or process that last updated the record.

Last Modified Date Datetime True

Timestamp capturing the most recent modification made to the unavailable time record.

End Datetime Datetime False

Date and time when the unavailability period ends, representing the conclusion of the blocked schedule.

External ID String False

Optional external identifier used to link this record to data from third-party systems or external scheduling tools.

Mobile ID String False

Identifier used by mobile applications to sync or track the unavailable time entry across devices.

Start Datetime Datetime False

Date and time when the unavailability period begins, marking the start of the blocked schedule.

Owner String False

Vault user or group designated as the owner of the record, typically responsible for its accuracy and updates.

Legacy CRM Id String False

Identifier carried over from a legacy Customer Relationship Management (CRM) system, used for mapping and historical reference during data migration.

Time Off Territory String False

References a related time off territory record, indicating if this unavailability is linked to broader territory-level time off.

Controlling External Calendar Event String False

Indicates the controlling calendar event in an external system that can govern this unavailability, typically for sync purposes.

External Calendar Event String False

Reference to an associated calendar event from an external system, such as Google Calendar or Outlook, if integrated.

Call String False

Reference to a related call record, if this unavailability is tied to a scheduled or canceled call in Veeva CRM.

CData Cloud

UnsubscribeProducts

Maintains records of specific products from which users or customers have unsubscribed, ensuring compliance with opt-out preferences and reducing unwanted communications.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the unsubscribe product record. This ID is used internally for reference and data integrity.

Unsubscribe Product Type String True

Indicates the type or classification of the unsubscribe product, which helps categorize the record for business logic and reporting.

Global ID String True

Immutable system-wide unique identifier assigned to the record. This is used for cross-system integration and synchronization.

Link String False

System-generated hyperlink reference to the unsubscribe product record in Vault. This is useful for quick navigation in the UI.

Unsubscribe Product Name String False

The name assigned to the unsubscribe product. This is typically user-facing and used in reports, UI listings, and search.

Status String False

Current lifecycle status of the unsubscribe product, such as Draft, Approved, or Inactive. Drives business process rules and visibility.

Created By String True

User who initially created the unsubscribe product record. Helps track data origin and ownership.

Created Date Datetime True

Timestamp when the record was first created. Important for auditing and data lifecycle analysis.

Last Modified By String True

User who most recently updated the unsubscribe product record. This is useful for traceability and collaboration.

Last Modified Date Datetime True

Timestamp of the most recent update to the record. Supports auditing and time-based filtering.

Content Type Display Name String False

Human-readable name of the content type associated with the unsubscribe product. Often used in UI views and filters.

Detail Group Display String False

Display label for the group or category of product details associated with the unsubscribe product. This is used for grouping in user interfaces.

Display Order Decimal False

Numeric value indicating the order in which this product should appear in lists or reports. Lower numbers appear first.

Product Display String False

Display-friendly version of the associated product name. This is useful for presentation in UI or reports where the full product context is needed.

Content Type String False

Internal reference to the content type linked with this unsubscribe product. This is used for filtering, workflows, and business rules.

Detail Group String False

Reference to the detail group the unsubscribe product belongs to. Supports categorization and business logic execution.

Product String False

Identifier for the product that is being unsubscribed from. This links the unsubscribe action to a specific commercial product.

Unsubscribe String False

Flag or reference indicating whether the product is unsubscribed. Typically used in filtering and communication suppression logic.

Owner String False

User or group responsible for managing the unsubscribe product record. Determines access, responsibility, and notifications.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system, used for data migration or back-referencing older system records.

CData Cloud

Unsubscribes

Stores unsubscribe preferences for users or external recipients across various communication types and channels. Supports privacy compliance and marketing opt-out management.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the unsubscribe record, used as the primary key for internal reference.

Unsubscribe Type String True

Specifies the category or classification of the unsubscribe record, referencing the object type defined in Vault.

Global ID String True

System-generated global identifier that ensures uniqueness across environments and integration systems.

Link String False

Direct system-generated hyperlink reference to the unsubscribe object within Veeva Vault.

Unsubscribe Name String False

User-friendly name assigned to the unsubscribe object, typically used for display and search purposes.

Status String False

Current lifecycle status of the unsubscribe record, such as Active, Inactive, or Archived.

Created By String True

Username or user ID of the person who initially created the unsubscribe entry.

Created Date Datetime True

Date and timestamp when the unsubscribe record was first created in the system.

Last Modified By String True

Username or user ID of the person who last updated the unsubscribe record.

Last Modified Date Datetime True

Date and timestamp when the unsubscribe record was most recently modified.

Consent Level String False

Describes the level of consent associated with this unsubscribe action, such as Opt-Out, Limited Opt-In, or Full Opt-In.

Unsubscribe Identifier String False

External or internal reference identifier used to track the unsubscribe request across systems or platforms.

Owner String False

Vault user or system entity responsible for managing or overseeing the unsubscribe record.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to link the unsubscribe record with historical or migrated data.

Unsubscribe Cancel HTML String False

Reference to the HTML file that is displayed to users when they cancel their unsubscribe request.

Unsubscribe Confirm HTML String False

Reference to the HTML file used to confirm the unsubscribe action to the user upon completion.

Unsubscribe HTML String False

Reference to the main HTML file that renders the unsubscribe form or content presented to the user.

Unsubscribe Modify Confirm HTML String False

Reference to the HTML file displayed when a user modifies their unsubscribe preferences and confirms the changes.

CData Cloud

UserDetails

Contains detailed user profile information, such as role, territory, and organizational affiliations. Facilitates access control, reporting, and user-based customization.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the user detail record within the Veeva Vault system.

User Detail Type String True

Specifies the record type or classification of the user detail object, as defined in the Veeva configuration.

Global ID String True

System-generated globally unique identifier used across Vaults to identify the same user detail object.

Link String False

System-generated hyperlink to the user detail record for quick access within the Vault interface.

User Detail Name String True

Name assigned to the user detail record, typically representing the user's full name or descriptive label.

Status String False

Indicates the current lifecycle state of the user detail record, such as Active, Inactive, or Archived.

Created By String True

Username or identifier of the person or system that originally created the user detail record.

Created Date Datetime True

Date and time when the user detail record was initially created in the Vault system.

Last Modified By String True

Username or identifier of the user who last updated the user detail record.

Last Modified Date Datetime True

Date and time when the user detail record was most recently modified.

Home Address Line 1 String False

First line of the user's residential address, typically including street number and name.

Home Address Line 2 String False

Optional second line for the residential address, such as apartment or suite number.

Home City String False

City associated with the user's home address.

Home State String False

State, province, or region associated with the user's home address.

Home Zip+4 String False

Extended ZIP code (ZIP+4) providing precise delivery information for the user's residential address in the United States.

Home Zip String False

Standard ZIP or postal code for the user's home address.

Mobile ID String False

Unique identifier associated with the user's mobile device or Veeva mobile application instance.

Photo String False

Reference to a stored image or profile photo of the user, used for visual identification within the Vault interface.

Remote Meeting Display Name String False

Custom display name shown to participants when the user hosts or joins remote meetings.

User Signature String False

Electronic signature image or reference used to authenticate the user in compliant processes.

Additional Zoom Dial In Countries String False

Comma-separated list of countries where the user can access Zoom dial-in services. Each country is separated by a comma followed by a space.

User String False

Reference to the Vault user account associated with this user detail record.

Owner String False

Identifier of the user or group designated as the owner of the user detail record.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to reference this user before integration with Veeva Vault.

Home Country String False

Country associated with the user's home address, used for geographic and regional processing.

Digital Business Card Display Name String False

Name shown on the user's digital business card during interactions like email, meetings, or online introductions.

Digital Business Card Phone String False

Contact phone number displayed on the user's digital business card.

Digital Business Card Photo String False

URL or Vault reference to the profile photo used on the digital business card.

Digital Business Card Title String False

Job title or position displayed on the user's digital business card.

Digital Business Card Country String True

Country listed on the user's digital business card, aligning with their professional or business location.

Digital Business Card Email String True

Email address shown on the user's digital business card for contact purposes.

Digital Business Card First Name String True

User's first name as displayed on the digital business card.

Digital Business Card Last Name String True

User's last name as displayed on the digital business card.

Digital Business Card Role String True

User's functional or professional role as presented on the digital business card.

CData Cloud

UserExceptionItems

Logs items that triggered system exceptions during user interactions or automated processes. Supports debugging, exception resolution, and system reliability monitoring.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the exception item record, used as the primary key.

Exception Type String True

Specifies the classification of the exception, indicating the type of user-level error or anomaly encountered.

Exception Item Name String False

Human-readable name associated with the exception item, typically used for display and search.

Status String False

Current lifecycle status of the exception item, such as Active, In Progress, or Resolved.

Created By String True

Username or system identifier of the user or process that originally created the exception item.

Created Date Datetime True

Date and time when the exception item was initially created in the system.

Last Modified By String True

Username or system identifier of the user or process that last updated the exception item.

Last Modified Date Datetime True

Date and time when the exception item was most recently modified.

Error Message String False

Detailed error message generated by the system that explains the nature of the failure or issue.

Error Status String False

Status code or description indicating the severity or resolution state of the error encountered.

Error Type String False

Categorization of the error, such as Validation, Processing, or System, to aid in troubleshooting and reporting.

Exception Message String False

Descriptive message specifically tied to the exception context, intended for diagnostics or logging.

Item String False

Reference to the associated item (record or object) in the system that triggered the exception.

Item Data String False

Serialized or structured data from the item that contributed to or caused the exception.

Global ID String True

Globally unique identifier for cross-system tracking or deduplication of the exception item.

Link String False

Hyperlink or URI that provides direct access to the full exception item or related resource in the application.

CData Cloud

UserExceptionMessages

Stores error or exception messages presented to users during system operations. This is enables tracking of common failure points and enhances user experience diagnostics.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the exception message record, typically used as the primary key.

Exception Name String False

Human-readable name of the exception that was triggered, mapped from name__v in Veeva Vault.

Status String False

Current processing status of the exception message, such as New, Resolved, or Failed, sourced from status__v.

Created By String True

Username or system identifier that initially created the exception message record, corresponding to created_by__v.

Created Date Datetime True

Timestamp when the exception message record was created in the system, based on created_date__v.

Last Modified By String True

User or system that last updated the exception message record, mapped from modified_by__v.

Last Modified Date Datetime True

Timestamp of the most recent modification to the exception message record, taken from modified_date__v.

Error Message String False

Detailed system-generated message describing the error encountered during integration, extracted from error_message__sys.

Error Type String False

Category or classification of the error (for example, Validation, System, Mapping), sourced from error_type__sys.

Message Body String False

JSON-formatted content of the message payload that triggered the exception, pulled from message_body_json__sys.

Failed Message Items Decimal False

Number of individual message items that failed during processing, represented by message_items_failed__sys.

Received Message Items Decimal False

Total number of message items received in the integration message, captured from message_items_received__sys.

Message Processor String False

Name or identifier of the system module or service that attempted to process the message, based on message_processor__sys.

Integration String False

Name of the integration interface or system involved when the error occurred, drawn from integration__sys.

Integration Point String False

Specific endpoint or module within the integration that caused the exception, from integration_point__sys.

Global ID String True

Globally unique identifier assigned to this message across systems, derived from global_id__sys.

Link String False

System-generated link or reference for accessing the exception message record within Veeva Vault, from link__sys.

CData Cloud

UserRoleConstraints

Defines restrictions and limitations applied to user roles, including field-level and record-level constraints that determine how users interact with Vault objects and processes.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the user role constraint record within the system.

Name String True

Descriptive name assigned to the user role constraint, used for easy identification.

Status String False

Current status of the role constraint record, such as Active or Inactive, indicating its applicability.

Created By String True

Username or identifier of the user who originally created the role constraint record.

Created Date Datetime True

Timestamp indicating when the role constraint record was first created.

Last Modified By String True

Username or identifier of the user who last updated the role constraint record.

Last Modified Date Datetime True

Timestamp indicating the most recent modification to the role constraint record.

User String False

Identifier of the user to whom the role constraint is assigned or applied.

Role String False

Identifier of the role associated with the constraint, defining access levels or permissions.

Global ID String True

System-generated globally unique identifier for the role constraint record, used for cross-system reference.

Link String False

System-generated URL or hyperlink pointing to the detailed view of the role constraint record.

CData Cloud

UserRoleSetup

Stores configuration data for associating users with specific roles within Veeva Vault, enabling permissions management, access control, and task assignments.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the user role setup entry, typically assigned automatically by the system.

Name String True

Descriptive name of the user role setup, sourced from the Vault's internal name__v field.

Status String False

Current lifecycle state of the user role setup, such as Active, Inactive, or Pending, stored in the status__v field.

User String False

Reference to the user associated with this role setup, linking to the corresponding user__v field.

Role String False

Assigned role for the user within the system, indicating permissions or functional access, sourced from role__v.

Created By String True

Username or identifier of the person or process that created the record, pulled from created_by__v.

Created Date Datetime True

Date and time when this user role setup was initially created in the system, from created_date__v.

Last Modified By String True

Username or identifier of the last person or process that modified the record, captured in modified_by__v.

Last Modified Date Datetime True

Timestamp indicating when the record was last updated, drawn from modified_date__v.

Source String False

Indicates the origin of the role setup record, such as API, UI, or integration system, stored in urs_source__sys.

Source Reference String False

Reference ID or tracking value from the external source system that initiated the setup, found in urs_source_ref__sys.

Global ID String True

System-generated globally unique identifier for the user role setup, stored in global_id__sys.

Link String False

System-provided direct link or URL to access the full record in Vault, stored in link__sys.

CData Cloud

Users

Contains metadata for Vault users, including system identifiers, authentication details, user preferences, and role mappings used for login and operational tracking.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the user record within the Veeva Vault system.

Name String True

Full name of the user as displayed in the Vault interface.

Status String True

Current status of the user account, such as Active, Inactive, or Locked.

Created By String True

User or system that originally created this user record.

Created Date Datetime True

Timestamp indicating when the user record was first created in the system.

Last Modified By String True

User or system that last updated the user record.

Last Modified Date Datetime True

Timestamp of the most recent modification to this user record.

Domain Admin Bool False

Indicates whether the user has domain administrator privileges, which grant elevated access across the Vault domain.

Email String False

User's primary email address used for notifications and authentication.

User Name String False

Login username used by the user to access the Vault platform.

First Name String False

User's first name, typically used in personalization or display contexts.

Last Name String False

User's last name, typically used in personalization or display contexts.

Image String False

Reference to the user's profile image or avatar used in Vault.

Manager String False

Identifier or reference to the user's manager within the organization, often used for hierarchy-based workflows.

Language String False

Preferred language for the user interface, used to localize the Vault experience.

License Type String False

Type of license assigned to the user, which determines feature access and permissions.

Locale String False

User's regional locale settings, which influence number, date, and time formatting.

Timezone String False

Time zone assigned to the user, used for scheduling and displaying time-specific data.

Alias String False

Alternative name or nickname used for the user within Vault.

Company String False

Name of the company or organizational unit associated with the user.

Title String False

Job title of the user, used for reporting or display in organizational structures.

Mobile String False

User's mobile phone number, used for contact and optional multi-factor authentication.

Office Phone String False

User's office phone number, typically used for internal contact purposes.

Fax String False

User's fax number, if applicable, primarily for legacy communication contexts.

Location String False

User's physical location or office address, used for regional assignments or compliance.

Federated ID String False

Federated identity string used when integrating with external identity providers (for example, SAML, OAuth).

Favorite New Content Bool False

Indicates whether the user has opted to be notified when new content is added to their favorite documents.

Favorite Document New Comment Bool False

Indicates whether the user receives alerts for new comments added to their favorite documents.

Favorite Document New Status Bool False

Indicates whether the user is notified when a favorite document changes status.

Product Announcement Emails Bool False

Indicates whether the user is subscribed to receive emails about product announcements and feature updates from the Veeva platform.

Service Availability Notifications Bool False

Specifies whether the user is configured to receive alerts regarding system maintenance, service outages, or availability updates.

Security Profile String False

The name of the security profile assigned to the user, which defines access permissions and data visibility rules across the application.

Last Login Datetime True

Records the most recent date and time the user successfully logged into the Vault system.

Security Policy String False

The security policy applied to the user account, determining password rules, session timeouts, and other authentication behaviors.

Salesforce Username String False

Stores the username used by the user to access integrated Salesforce systems, if applicable.

Lifecycle String True

Represents the lifecycle configuration assigned to the user, governing user status progression such as activation, deactivation, or archiving.

Lifecycle State String True

Denotes the current state within the assigned lifecycle, such as Active, Inactive, or Suspended.

Preferred Currency String False

Indicates the user's preferred currency for transactional views, budgeting, or pricing-related data.

Activation Date Date False

Date on which the user account is activated and becomes eligible for login and system interaction.

Inactivation Date Date True

Date on which the user account is deactivated, rendering the user unable to access the system.

Send Welcome Email on Activation Date Bool False

Indicates whether a welcome email should be automatically sent to the user upon activation.

Global ID String True

Globally unique identifier for the user, used for cross-system referencing and synchronization.

Link String False

System-generated URL or reference linking to the user profile or associated user resources.

System Owned User Bool True

Specifies whether the user account is owned and managed by the system rather than manually created.

Tasks String False

List of task identifiers or labels currently assigned to the user for workflow or document-related actions.

User Mentions String False

References where the user has been tagged or mentioned, commonly used in collaborative annotations or comments.

Shared Views String False

Identifiers or names of saved views that have been shared by this user with others in the system.

Send As Link String False

Specifies the delivery format of shared documents, typically a URL link sent via email rather than as an attachment.

Landing Tab String False

The default tab displayed when the user logs in, such as Home, Tasks, or Library.

Holiday Schedule String False

The holiday calendar assigned to the user, used in scheduling tasks and avoiding deadline conflicts.

Preferred Tab Collection String False

The user's preferred set of tabs displayed in the interface, providing quick access to frequently used features.

Annotation Replies String False

Tracks whether the user is permitted to reply to annotations in documents, based on permission settings.

Alternate CDN String False

Name or identifier of the alternate Content Delivery Network used for serving content to this user.

Analytics Admin Bool False

Indicates whether the user has administrative privileges to manage or access system analytics and reporting dashboards.

Andi FTP Admin Bool False

Specifies whether the user has administrative access to the Andi FTP interface for data imports or exports.

Approved Email Admin Bool False

Denotes whether the user can configure and administer Approved Email features within the platform.

Available String False

Reflects the current availability status of the user, often used for delegation, visibility, or calendar coordination.

Clear Client Sync Errors Bool False

Determines whether the user has permission to manually clear client-side synchronization errors.

Concur UserID String False

External identifier linking the user account to the SAP Concur system, typically used for travel and expense management integration.

Consent Admin Bool False

Indicates whether the user has administrative permissions to manage consent-related operations in the system.

Content Admin Bool False

Specifies whether the user has administrative rights to manage content, such as documents, presentations, and media assets.

Custom Application String False

Identifies the custom application associated with the user, typically configured for specialized workflows or features.

Engage Connect Group Request String False

References a user's pending request to be added to an Engage Connect Group, which facilitates virtual meetings and collaboration.

Engage Connect Group String False

Denotes the Engage Connect Group that the user is currently associated with for virtual interactions and group management.

Engage Connect Group Provisioning Status String False

Represents the provisioning status of the user's Engage Connect Group, such as requested, in progress, or completed.

Enable CLM Testing Features Bool False

Indicates whether Closed Loop Marketing (CLM) testing features are enabled for the user to validate presentations and interactions.

Engage Group String False

Specifies the Engage Group linked to the user, which supports structured virtual engagement and event coordination.

Engage Group Provisioning Status String False

Shows the current status of Engage Group provisioning for the user, such as pending, active, or failed.

Engage Group Request String False

Captures a request initiated by the user to join or create an Engage Group for digital engagement purposes.

Facetime Email String False

Stores the user's email address registered for use with FaceTime-based interactions or virtual calls.

Facetime Phone String False

Contains the user's phone number designated for FaceTime video conferencing or virtual meeting functionality.

Force Full Refresh Bool False

Indicates whether the user has triggered or requires a full refresh of mobile Customer Relationship Management (CRM) data, typically used to resolve sync issues.

Last iPad Connect Version String False

Records the version of the iPad Connect app most recently used by the user to access the platform.

Last iPad Connect Datetime False

Captures the timestamp of the user's most recent connection using the iPad Connect application.

Last iPad Sync Datetime False

Indicates the last time the user successfully synchronized data from their iPad device with the system.

Last iPad iOS Version String False

Displays the version of iOS installed on the user's iPad during their most recent system interaction.

Last iPhone Connect Version String False

Records the most recent version of the iPhone Connect app used by the user to access the CRM platform.

Last iPhone Connect Datetime False

Logs the last date and time the user connected to the platform using the iPhone Connect application.

Last iPhone Sync Datetime False

Represents the latest sync timestamp from the user's iPhone, ensuring their local data is up-to-date.

Last iPhone iOS Version String False

Shows the iOS version on the user's iPhone at the time of their most recent app usage or sync.

MCCP Admin Bool False

Indicates whether the user has administrative access to manage My Call Cycle Plans (MCCP), which define field force activity plans.

Master Align Id String False

Unique identifier used to associate the user with a master alignment record, often related to territory or account assignment structures.

Mobile CRM App Access Disabled Bool False

Indicates whether access to the mobile CRM application is currently disabled for the user, either temporarily or permanently.

NAS Filters String False

Contains filters or configuration values related to Network Address Services (NAS), used to define access scopes or visibility rules.

Network Additional Countries String False

Lists additional countries configured in the user's network profile, separated by commas with 1 space after each comma.

Network Admin Bool False

Specifies whether the user has administrative permissions for managing Veeva Network configurations and reference data.

Override Timestamp Datetime False

Indicates a system-generated timestamp used to override standard modification times for audit or synchronization purposes.

Primary Territory String False

Specifies the user's primary sales territory, which determines default geography, customer assignments, and reporting hierarchy.

Raise Logging Level String False

Designates the user-specific logging level, used to increase diagnostic detail for troubleshooting purposes.

Remote Meeting Host Id String False

Unique identifier associated with the user for hosting remote meetings within the system, typically used for integration with third-party virtual meeting platforms.

Remote Meeting Host Token String False

Authentication token used by the user to securely host remote meetings. Enables integration with remote conferencing tools while preserving secure access.

Send Detailed Log Bool False

Indicates whether the user has enabled the sending of detailed application logs for troubleshooting or audit purposes.

Share Team String False

Team or group with whom the user's data or records are shared. Helps in managing collaborative access and permissions.

Upload VTrans Bool False

Boolean flag that determines whether the user has permission to upload Veeva CRM CLM (VTrans) content to the platform.

User Identifier String False

A system-generated or user-provided unique string used to identify the user across modules and integrations within Veeva Vault.

User Type String False

Specifies the classification of the user, such as internal employee, contractor, or external partner, used for access control and reporting.

Webinar Host Id String False

Identifier linked to the user's webinar hosting profile. Typically used for managing user-hosted webinars within integrated systems.

Webinar Host Token String False

Secure token granting webinar host permissions to the user, supporting authentication for webinar-related activities.

Last CRM Desktop Mac Sync Datetime False

Timestamp of the most recent sync between the user's Mac CRM desktop client and the Vault system.

Last CRM Desktop Mac Version String False

Version number of the CRM desktop application installed on the user's Mac at the time of the last synchronization.

Last CRM Desktop Windows Sync Datetime False

Timestamp recording when the user's Windows-based CRM desktop application last synchronized with the Vault platform.

Last CRM Desktop Windows Version String False

Version of the CRM desktop application on Windows used by the user during the most recent sync operation.

Address String False

Full formatted address of the user, often used for location-based features, correspondence, or compliance requirements.

City String False

City component of the user's address, used for geographic classification and location-based filtering.

Department String False

Department or organizational unit to which the user belongs, commonly used for reporting and access management.

Geocode Accuracy String False

Specifies the accuracy level of the geolocation coordinates associated with the user's address, such as rooftop, range interpolated, or approximate.

Active Bool False

Indicates whether the user's account is currently active. Inactive users typically cannot log in or access system features.

Zip/Postal Code String False

Postal code portion of the user's address, used for address validation, geolocation, and regional reporting.

Photo String False

URL pointing to the user's profile photo, typically displayed in user directories or communication interfaces.

State/Province String False

State or province portion of the user's address, relevant for regional compliance and categorization.

Street String False

Street-level detail of the user's address, supporting geocoding and accurate physical location records.

Nickname String False

The community nickname or informal name chosen by the user for display within collaborative or social modules.

Role ID String False

Identifier of the user's assigned role in the system, used to determine access permissions and functional responsibilities.

Account ID String False

Identifier linking the user to a specific account, typically representing the organization or customer entity they belong to.

Country String False

Specifies the user's primary country of operation, typically aligned with their region-specific permissions and compliance settings. Maps to the country__v field in Vault.

Delegated Approver ID String False

The unique identifier for a user authorized to act as a delegated approver on behalf of the primary user in workflows requiring approvals. Maps to delegatedapproverid__v.

Profile Name String True

The name of the user's assigned profile, which defines the user's roles, permissions, and access levels within the Vault system. Maps to profile_name__v.

Country2 String True

Stores the two-letter ISO country code associated with the user's location, useful for integrations and filtering. Maps to country_code__v.

Legacy CRM Id String False

Represents the user ID from a previous or external CRM system, retained for reference or migration purposes. Maps to legacy_crm_id__v.

Enable Microsoft Outlook Calendar Bool False

Indicates whether the user's Vault account is integrated with Microsoft Outlook Calendar to sync events and availability. Maps to enable_ms_outlook_calendar__v.

Enable Microsoft Teams Bool False

Specifies whether the user has Microsoft Teams integration enabled for collaboration and meeting features. Maps to enable_ms_teams__v.

Last Android Connect Version String False

Stores the version number of the Veeva Android Connect app last used by the user. Maps to last_android_connect_version__v.

Last Android Connect Datetime False

Timestamp of the user's most recent connection using the Veeva Android Connect app. Maps to last_android_connect__v.

Last Android OS Version String False

Captures the version of the Android operating system on the user's device at the time of last sync. Maps to last_android_os_version__v.

Last Android Sync Datetime False

The date and time of the user's last successful data synchronization on an Android device. Maps to last_android_sync__v.

Last CRM Desktop Mac Connect Version String False

Indicates the version of the CRM Desktop client for macOS used during the user's last connection. Maps to last_crmdesktop_mac_conn_ver__v.

Last CRM Desktop Mac Connect Datetime False

Timestamp of the most recent connection using the CRM Desktop client for macOS. Maps to last_crmdesktop_mac_connect__v.

Last CRM Desktop Windows Connect Version String False

Specifies the version of the CRM Desktop client for Windows last used by the user. Maps to last_crmdesktop_windows_conn_ver__v.

Last CRM Desktop Windows Connect Datetime False

The most recent connection timestamp for the CRM Desktop client on a Windows machine. Maps to last_crmdesktop_windows_connect__v.

MS Graph API Authorized? Bool False

Indicates whether the user has successfully authorized access to the Microsoft Graph API, enabling advanced Office 365 features. Maps to ms_graph_api_authorized__v.

MS Outlook Last Pull Activity Datetime False

The timestamp of the last data pull operation from Microsoft Outlook, showing when information was last imported. Maps to ms_outlook_last_pull_activity__v.

MS Outlook Last Push Activity Datetime False

The timestamp of the last data push operation to Microsoft Outlook, showing when Vault last updated Outlook. Maps to ms_outlook_last_push_activity__v.

Vault CRM Events Management String False

Indicates whether the user is licensed for Vault CRM's Events Management module, used for planning and managing Healthcare Professional (HCP) events. Maps to license_vaultcrmeventsmanagement__sys.

Vault CRM Service Center String False

Specifies whether the user is licensed for the Vault CRM Service Center module, which supports customer service workflows. Maps to license_vaultcrmservicecenter__sys.

Layout Profile String False

Denotes the system layout profile assigned to the user, controlling the structure and appearance of UI components in Vault. Maps to layout_profile__sys.

Vault CRM Core CRM String False

Represents licensing status for the Vault CRM Core module, which provides foundational CRM capabilities. Maps to license_vaultcrmcore__sys.

Product Expertise String False

Details the specific products or therapeutic areas where the user holds subject-matter expertise, influencing content delivery or targeting. Maps to product_expertise__v.

Vault CRM Approved Email String False

Indicates whether the user is licensed for the Vault CRM Approved Email module, used for compliant email communications. Maps to license_vaultcrmapprovedemail__sys.

Vault CRM Engage String False

Indicates whether the user has an active license for Vault CRM: Engage, enabling interaction management functionalities for customer engagement.

Last iPad Updates Applied Datetime False

Timestamp of the most recent updates applied to the Veeva CRM iPad app for the user, useful for mobile deployment tracking.

Last iPhone Updates Applied Datetime False

Timestamp of the most recent updates applied to the Veeva CRM iPhone app for the user, indicating version currency for iOS devices.

Employee Number String False

The user's unique employee identification number as maintained in the organization's HR system, used for personnel tracking and reporting.

Locked User Bool False

Boolean flag indicating if the user account is currently locked due to failed login attempts or administrative action.

Inventory Order Allocation Group String False

Represents the group assigned to manage inventory order allocations for the user, influencing product distribution workflows.

VCountry String False

The virtual country code associated with the user, used for region-specific configurations, permissions, and reporting.

Language Code String True

The user's preferred language for UI and communications, based on ISO language codes such as en, fr, or de.

CCaaS External User ID String False

The external identifier used to associate the user with a Contact Center as a Service (CCaaS) platform, supporting cross-system integration.

OmniConnect Integration String False

Indicates whether the user is enabled for OmniConnect integration, allowing access to third-party platforms via Veeva's integration layer.

Vault CRM Campaign Manager String False

Specifies whether the user is licensed for Vault CRM: Campaign Manager, which supports campaign planning and execution activities.

Application Profile String False

The application profile assigned to the user, defining UI layout, feature access, and device-specific behavior across Veeva Vault products.

Vault CRM Patient CRM String False

Indicates whether the user has an active license for Vault CRM: Patient CRM, enabling patient engagement and case tracking functionalities.

Locale Code String True

Specifies the user's full locale setting including language and region (such as en_US or fr_FR), which governs formatting and localization behavior.

Original User String True

System field referencing the initial user who created or owned the user record before any reassignment or replication.

Favorite Documents String False

A list or reference to documents marked as favorites by the user, enabling quick access to frequently used Vault content.

Summary Email Interval String False

Specifies how frequently the user receives summary email notifications (such as daily, weekly), configured via system settings.

CData Cloud

UserstoChannels

user_to_channel__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Lifecycle String True

lifecycle__v

Lifecycle State String True

state__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

UserTasks

Tracks user-assigned tasks within Vault workflows, capturing task type, status, due date, associated documents, and workflow context for operational monitoring and compliance.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the user task record within the system.

Name String False

Descriptive name of the task, typically identifying its purpose or action required.

Status String True

Current status of the task, such as Open, In Progress, or Completed, based on lifecycle progression.

Created By String True

User ID of the individual who originally created the task.

Created Date Datetime True

Timestamp indicating when the task was first created in the system.

Last Modified By String True

User ID of the last person who updated the task record.

Last Modified Date Datetime True

Timestamp capturing the most recent modification made to the task.

Assigned To String False

User ID of the person currently assigned responsibility for completing the task.

Due Date Date False

The target date by which the task should be completed to meet operational timelines.

First Assigned Date Datetime True

The initial date and time when the task was first assigned to a user.

Last Assigned Date Datetime True

The most recent date and time when the task was reassigned or reassigned to the current user.

Completion Date Datetime False

The actual date and time when the task was marked as completed in the system.

Complete Bool False

Indicates whether the task has been completed (true) or is still pending (false).

Assigned Bool True

Indicates whether the task is currently assigned to a user (true) or remains unassigned (false).

Description String False

Detailed narrative or contextual information about the task's purpose or content.

Lifecycle String True

The name of the lifecycle associated with the task, defining its phase-based progression.

Lifecycle State String True

The current state of the task within its lifecycle, such as Draft, Under Review, or Approved.

Priority Decimal False

System-defined priority score or level used to rank the urgency of the task.

Global ID String True

A system-generated globally unique identifier used to track the task across integrated environments.

Link String False

System-generated link or URL reference for direct access to the task in the user interface.

CData Cloud

UserTerritories

Represents the mapping between users and their assigned territories, supporting segmentation of data access and reporting in territory-based models such as field operations.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the user-territory association record.

Global ID String True

Universally unique identifier (UUID) for the record, used for cross-system integration or deduplication.

Link String False

System-managed hyperlink reference to the full record in Vault, often used for navigation or API access.

Name String True

Display name of the user-territory association; typically a combination of user and territory values.

Status String False

Indicates the current lifecycle state of the record, such as Active, Inactive, or Pending.

Created By String True

Username or system identifier of the user who created the record in Vault.

Created Date Datetime True

Date and time when the record was initially created in the system.

Last Modified By String True

Username or system identifier of the user who last modified the record.

Last Modified Date Datetime True

Date and time of the most recent update made to the record.

External ID String False

Custom external identifier used to match records from third-party systems or legacy data sources.

Territory String False

Reference to the specific sales territory assigned to the user in the Customer Relationship Management (CRM) model.

User String False

Reference to the Vault user who is associated with the given territory.

Legacy CRM Id String False

Identifier used in a legacy CRM system to map historical user-territory assignments.

CData Cloud

VaultCRMInstanceCountries

aln_country_filter__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

VaultInstances

aln_vault_instance__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

VDSSettings

Holds configuration parameters for the Vault Data Services (VDS) interface, defining integration behaviors, endpoint credentials, and scheduling options.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the VDS settings record within the system.

Global ID String True

System-generated global identifier used for cross-environment reference and integration.

Link String False

System-generated link used to access the VDS settings record in the Vault UI.

Name String False

Descriptive name assigned to the VDS settings configuration by the user or system administrator.

Status String False

Current status of the VDS settings record, such as Active or Inactive, indicating whether the configuration is in use.

Created By String True

Username or identifier of the user who initially created this VDS settings record.

Created Date Datetime True

Timestamp representing when the VDS settings record was first created in the system.

Last Modified By String True

Username or identifier of the user who last updated the VDS settings record.

Last Modified Date Datetime True

Timestamp showing the most recent modification date of the VDS settings record.

Nitro_Confirm_Sync Bool False

Indicates whether synchronization with the Nitro data lake has been explicitly confirmed for this configuration.

VDS Profile Decimal False

Identifier linking to the associated VDS profile, which defines data synchronization and transformation rules.

Setup Owner ID String False

Reference to the user or group who owns or is responsible for this VDS setup configuration.

Security Profile String False

Identifier of the security profile applied to this VDS configuration, determining data access and visibility rules.

Legacy CRM Id String False

Legacy identifier from a previously used Customer Relationship Management (CRM) system, retained for backward compatibility and reference.

Application Profile String False

Name or identifier of the application profile associated with this VDS setup, defining application-level behavior and access.

CData Cloud

VeevaAnalyticsProcesses

Defines the configuration and execution metadata for Veeva Analytics processes, including data extraction, transformation rules, and publishing routines for downstream analytics.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the analytics process record within the Veeva Vault system.

Global ID String True

System-generated global identifier used to uniquely identify the process across all Veeva Vault environments.

Link String False

System-generated hyperlink reference to the analytics process record within the Vault interface.

Veeva Analytics Process Name String False

Name assigned to the Veeva Analytics process, used to identify it in reports and dashboards.

Status String False

Current lifecycle status of the analytics process, such as Active, Inactive, or Archived.

Created By String True

Username or identifier of the user who initially created the analytics process record.

Created Date Datetime True

Timestamp indicating when the analytics process record was originally created in the system.

Last Modified By String True

Username or identifier of the user who last modified the analytics process record.

Last Modified Date Datetime True

Timestamp of the most recent update made to the analytics process record.

Last Successful Sync Datetime False

Date and time when the most recent data synchronization operation for this analytics process completed successfully.

Last Sync Row Count Decimal False

Total number of rows synchronized during the most recent successful sync operation.

Object Name String False

Name of the Veeva Vault object (such as document, user, product) targeted by this analytics process.

Sync In Progress Bool False

Boolean value indicating whether a data sync operation is currently running for this analytics process.

Veeva Row Count Decimal False

Total number of rows available in Veeva Vault for the specified object at the time of the last sync.

Owner String False

Reference to the user or group designated as the owner of the analytics process configuration.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to map or reference this analytics process, if applicable.

CData Cloud

VeevaContents

Captures information about documents and digital assets managed in Veeva Vault, including version history, content types, lifecycle states, and associated metadata.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the content record in the Vault system. This is used internally for reference and data management.

Veeva Content Type String True

Specifies the Veeva object type associated with the content, such as document, presentation, or email template. This helps categorize the content for system workflows.

Global ID String True

System-generated global identifier used to uniquely identify the content across Vault environments and integrations.

Link String False

System-generated hyperlink to directly access the content within the Veeva Vault interface.

Veeva Content Name String False

The official name or title assigned to the content item. This is typically shown in user-facing interfaces and reports.

Status String False

Indicates the lifecycle status of the content, such as Draft, Approved, or Obsolete. Drives workflow behavior and user permissions.

Created By String True

Username or ID of the user who originally created the content record in Vault.

Created Date Datetime True

Timestamp indicating when the content record was initially created in Vault.

Last Modified By String True

Username or ID of the last user who updated or modified the content record.

Last Modified Date Datetime True

Timestamp of the most recent modification to the content record.

Allow Source Download Bool False

Indicates whether users are permitted to download the source file associated with the content. True enables download access.

Content Status String False

Additional status metadata used to reflect internal review stages or distribution readiness of the content.

Description String False

Free-text field that provides a detailed description or summary of the content's purpose, usage, or regulatory significance.

Display Name String False

The user-friendly name displayed in Vault applications and dashboards for easy recognition by business users.

Publish for Approved Email Bool False

Boolean flag indicating whether the content is approved and available for use in Veeva Approved Email communications.

Status Details String False

Additional context or narrative about the content's current status, often used to describe exceptions or workflow blockers.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system linked to this content, supporting data migration or back-reference from CRM integrations.

Detail Group String False

Business grouping or category used to classify the content, often aligned with therapeutic area, product focus, or sales detail type.

Product String False

Product or brand associated with the content. This is used for alignment with marketing or promotional activities.

Owner String False

Vault ID of the user, role, or group that owns the content and is responsible for its lifecycle and compliance.

Language String False

Language in which the content is written or intended for use, supporting localization and multilingual deployments.

Dynamic Content Vault Doc ID String False

Document ID in Vault used for referencing dynamic content that can be programmatically assembled or personalized.

Dynamic Content Vault Instance ID String False

Vault Instance ID where the dynamic content document is stored. This is useful in multi-instance environments.

Expiration Date Date False

The date after which the content is considered expired and can no longer be valid for use or distribution.

Publish for Distribution Bool False

Indicates whether the content is flagged for publishing to external channels or repositories for broader distribution.

Account String False

Specifies the associated account, such as Healthcare Professional (HCP) or organization, linked to the content, typically in a CRM-integrated context.

CData Cloud

VeevaDistributions

Stores records of content distributions, logging who received which documents, when, and under what conditions—supporting auditing, compliance, and content access tracking.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the distribution record, used as the primary key within the table.

Veeva Distribution Type String True

Specifies the object type classification of the distribution within Veeva Vault, such as document or media asset.

Global ID String True

System-generated identifier that remains globally unique across environments and Vaults.

Link String False

Direct Vault system link to access the specific distribution record.

Veeva Distribution Name String True

User-friendly display name assigned to the distribution entry, typically used for searching and labeling.

Status String False

Current workflow status of the distribution, indicating whether it is in draft, approved, or another state.

Created By String True

User or system account that created the distribution record.

Created Date Datetime True

Timestamp representing when the distribution record was originally created.

Last Modified By String True

User or system account that last updated the distribution entry.

Last Modified Date Datetime True

Timestamp indicating the most recent update to the distribution record.

CDN Path String False

File path or URL location of the distributed content on the Content Delivery Network (CDN).

CDN Status String False

Status of the content within the CDN, such as uploaded, active, or failed.

External Id String False

Identifier used to link this distribution record with an external system or third-party platform.

File Extension String False

Extension of the file associated with the distribution (for example, pdf, mp4), indicating file format.

File Name String False

Name of the file distributed, including the base name without path information.

File Size Decimal False

Size of the distributed file in bytes or megabytes, depending on system configuration.

File Type String False

Categorization of the file format (for example, image, video, document) used to determine handling logic.

Last Processed Date Datetime False

The most recent date and time the distribution was processed by the system.

Last Published File String False

File name of the most recently published version of the content within this distribution.

Last Published Version String False

Version number or label of the most recently published file in the distribution.

Processing Status String False

Indicates whether the distribution is pending, processing, completed, or failed.

Status Details String False

Detailed message or log output related to the current processing status, including errors or warnings.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to map historical distributions.

Distribution Channel String False

Designated delivery method for the distribution, such as email, portal, or mobile application.

Veeva Content String False

Reference to the underlying Veeva Vault content associated with this distribution entry.

Owner String False

Identifier of the user, group, or system assigned ownership of the distribution record.

Allow Source Download Bool True

Indicates whether recipients are permitted to download the original source file from the distribution.

Content Status String True

Workflow or approval status of the content within the distribution, such as approved or expired.

Related Object Name String False

Name of the object (for example, product, campaign) related to this distribution, enabling contextual linking.

Related Object Record ID String False

Record ID of the associated object, used for establishing data relationships across Vault objects.

Related Attachment ID String False

Reference to the attachment file that is linked to the distribution, often stored in a separate attachment object.

CData Cloud

VeevaMessages

Maintains internal and system-generated messages within Vault, including communication logs, alerts, and workflow notifications sent to users or system components.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the Veeva message record.

Global ID String True

Globally unique system identifier used across Vault instances to track the message record.

Link String False

Direct system-generated URL linking to the detailed view of the message in the Vault UI.

Message Name String False

User-defined or system-generated name that identifies the message content.

Status String False

Current lifecycle status of the message, such as Draft, Active, or Inactive.

Created By String True

Identifier of the user who originally created the message record in the system.

Created Date Datetime True

Timestamp indicating when the message was first created in the Vault.

Last Modified By String True

Identifier of the user who last modified the message record.

Last Modified Date Datetime True

Timestamp indicating the most recent update to the message.

Active Bool False

Boolean flag that indicates whether the message is currently active and visible to users.

Category String False

Classification or grouping of the message, often used to differentiate message types or business purposes.

Description String False

Detailed narrative or explanation of the message content or purpose, as entered by the user.

External ID String False

External system reference identifier, allowing integration with outside platforms or legacy systems.

Text String False

The actual content or body of the message intended for display or communication purposes.

Type String False

The functional classification of the message, such as notification, alert, or guidance text.

Owner String False

User or group identifier responsible for managing or maintaining the message.

User Language String False

Preferred language of the user for whom the message is intended, based on Vault language settings.

Legacy CRM Id String False

Identifier used in older or integrated Customer Relationship Management (CRM) systems to reference this message record.

Message Language String False

Language in which the message content is written, aligning with localization requirements.

User Language Code String True

Standardized language code (such as EN, FR, ES) associated with the user's language preference.

CData Cloud

VeevaSettings

Centralized storage for tenant-level configuration settings that influence Vault behavior, user interface preferences, and feature enablement across modules.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Veeva Vault setting record.

Global ID String True

System-generated global identifier that ensures uniqueness across all Vaults.

Link String False

System-managed URL link to directly access this settings record in the Vault interface.

Name String False

User-defined name of the setting configuration record.

Status String False

Current lifecycle state of the configuration setting, such as Active or Inactive.

Created By String True

Username or user ID of the individual who initially created the setting record.

Created Date Datetime True

Timestamp indicating when the setting was first created in the Vault system.

Last Modified By String True

Username or user ID of the user who last updated the setting record.

Last Modified Date Datetime True

Date and time when the setting was most recently modified.

ACCOUNT_HIERARCHY_PAGE String False

Reference to the Vault page or layout used to visualize account hierarchy structures.

ACCOUNT_LIST_COLS String False

Comma-separated list of fields displayed in the account list view (for example, name, address, status).

ACCOUNT_MOBILE_SOQL String False

SOQL (Salesforce Object Query Language) query string used to fetch account data for mobile clients.

ACCOUNT_RECORD_TYPE_ICON_MAP String False

Mapping of account record types to icon images for UI display purposes. Format: record_type_name:icon_url.

Account Preview during Creation Decimal False

Flag or numeric value indicating whether a preview pane is shown when creating new accounts.

ACTIVITY_SYNC_PROCESS_LIFE_TIME Decimal False

Duration in hours that completed activity sync processes are retained before cleanup.

Advanced Attendee Management Decimal False

Enables enhanced attendee handling features such as bulk imports or external attendee validation.

Advanced Search Bool False

True if the Vault instance supports advanced search capabilities including filters, wildcards, or multi-entity searches.

AFFILIATION_VOD__C_MOBILE_SOQL String False

SOQL query used on mobile devices to retrieve Affiliation_vod__c records, tailored for mobile performance.

AFFILIATION_VOD__C_WHERE_CLAUSE String False

WHERE clause conditions applied to Affiliation_vod__c records to filter mobile data sets.

Allowed Call RecordTypes String False

Comma-separated list of call record types permitted in the current configuration (for example, detail_call, group_call, remote_call).

ANALYTIC_ACCOUNT_CAP Decimal False

Maximum number of accounts that analytic tools can process simultaneously within Vault constraints.

ATL_LAST_UPDATE_TRACKING Bool False

True if the Vault tracks and stores timestamps of the last updates to Account Territory Locator (ATL) records.

ATTEMPT_REFRESH_IF_OLDER_HOURS Decimal False

Number of hours after which a data refresh attempt is triggered if the existing data is considered stale.

ATTEMPT_REFRESH_REMINDER_DELAY Decimal False

Time delay in hours before prompting a reminder to refresh if data is outdated.

AUTO_ADD_UNASSIGNED Bool False

True if unassigned records (such as tasks or accounts) are automatically added to a user or default group.

AUTO_SYNC Decimal False

Flag or setting that determines if Vault auto-syncs data with external systems based on a specified frequency.

Account Plan Object Hierarchy String False

Definition of object relationships that form the hierarchy in account planning, such as parent-child account structures.

Account Plan Sharing Decimal False

Enables or disables sharing of account plans across users or teams, typically a binary flag.

Account_REGEX String False

Regular expression pattern used to validate account names, IDs, or other string-based fields.

Address_vod_REGEX String False

Regular expression pattern used to validate address fields within Veeva Customer Relationship Management (CRM) to ensure proper formatting and data integrity.

Bulk Call Objective Creation Decimal False

Flag that enables or disables the bulk creation of call objectives, typically used for streamlining call planning processes for multiple users.

Business Account Attendee Mode Decimal False

Defines the behavior for handling attendees from business accounts in call records, influencing visibility and reporting logic.

CACHE_TIMEOUT Decimal False

Specifies the duration, in minutes, before cached data expires and must be refreshed from the server.

CALC_CYCLE_PLANS_ACTUAL String False

Determines the field or rule used to calculate actual performance against the cycle plan metrics for reporting purposes.

CALC_CYCLE_PLANS_REALTIME Bool False

Indicates whether cycle plan calculations are executed in real time, providing up-to-date analytics but potentially impacting performance.

CALC_CYCLE_PLANS_SCHEDULED String False

Indicates whether cycle plan calculations are executed on a predefined schedule, allowing for background processing and system efficiency.

CALL2_HEADER_FIELDS String False

Comma-separated list of fields displayed in the header section of the Call2 page layout, used to customize the call record view.

CALLS_PER_DAY_MENU String False

Specifies the list of options presented in the calls-per-day dropdown, typically used to set user targets or performance benchmarks.

CALL_ARCHIVE_USER String False

Username associated with the archiving of call data, typically a system user responsible for data retention or cleanup.

Call Backdate Limit Decimal False

Defines the maximum number of days in the past a call can be backdated, enforcing data accuracy and audit compliance.

CALL_CHILD_WHERE String False

SQL-like condition that filters child records related to a call, often used to limit displayed data in call-related subpanels.

CALL_FUTURE_IN_DAYS Decimal False

Specifies how many days into the future users are allowed to schedule calls, useful for managing planning boundaries.

CALL_HEADER_WHERE String False

SQL-like filter applied to the call header data set, often used to refine the records shown in custom dashboards or views.

CALL_HISTORY_IN_DAYS Decimal False

Specifies how many past days of call history are visible or available in reports and user dashboards.

CALL_OBJECTIVES_ALERT_THRESHOLD_DAYS Decimal False

Number of days before a call objective's due date when an alert should be triggered to prompt user action.

Call Objective Reminder Days Decimal False

Defines the reminder interval, in days, prior to a call objective's deadline, used to prompt timely completion.

Call Submission Monthly Window String False

Specifies the allowable date range for submitting calls within a given month, used for period-based compliance.

CAPPED_CALL_HISTORY_IN_DAYS Decimal False

Maximum limit on the number of historical days retained for call records, typically for performance and storage optimization.

CLM Enable Auto Launch Bool False

Enables automatic launch of CLM content when entering a call, streamlining presentation delivery for field users.

CLM Exit Confirmation Bool False

Prompts users with a confirmation dialog when exiting CLM content to prevent accidental closures during a call.

CLM Highlighter Pen Bool False

Enables or disables the highlighter tool in CLM presentations, allowing users to annotate slides during discussions.

CLM_NAV_BAR_HIDE_CONTENT Bool False

If enabled, hides the navigation bar content section in CLM, often used to simplify the interface during presentations.

CLM Presentation Grouping String False

Defines grouping logic or field used to organize CLM presentations, facilitating quicker access and content sorting.

CLM_Select_Account_Preview_Mode Bool False

Allows users to preview CLM presentations in the context of a selected account, supporting content personalization.

CLM_VIDEO_AUTOPLAY Bool False

Automatically starts video playback when CLM content is launched, enhancing user engagement during presentations.

COMPANY_FIELDS_FOR_PRINT String False

Comma-separated list of company-related fields included when printing documents or reports from Vault.

Content Acknowledgement Template String False

Template used for content acknowledgment messages, typically shown to users when accepting content usage terms.

Content Alert Duration Decimal False

Number of days a content alert message remains active, controlling how long users see notifications in the UI.

Contract Disclaimer String False

Text shown as a disclaimer on contract-related documents or pages, used to communicate legal or compliance terms.

CYCLE_PLAN_NO_DATA_DISPLAY Bool False

Indicates whether to hide the Cycle Plan tab when no data is available, preventing users from seeing an empty interface.

CYCLE_PLAN_TAB_COLS String False

Defines which columns appear on the Cycle Plan tab, allowing customization of displayed data for users managing field activity plans.

CYCLE_PLAN_TARGET_VOD__C_WHERE_CLAUSE String False

Specifies the WHERE clause used to filter Cycle Plan target records, enabling dynamic content based on business logic.

CYCLE_PLAN_THRESHOLD String False

Represents the value threshold used in evaluating Cycle Plan completion or coverage, often used for reporting performance metrics.

CYCLE_PLAN_VOD__C_WHERE_CLAUSE String False

Provides the WHERE clause applied to Cycle Plan data queries, restricting visible records to meet custom criteria.

Call Schedule Conflict Threshold Decimal False

Defines the maximum allowable overlap in minutes between two scheduled calls before triggering a conflict warning.

Camera Roll Decimal False

Sets the numeric identifier or usage toggle related to storing media files in the device's native camera roll.

Client Sync Timeout Decimal False

Specifies the number of seconds after which a client sync operation will timeout if no server response is received.

MEDIA SYNC CONFIRM Bool False

Enables a confirmation prompt when users attempt to sync media content, providing an extra layer of user control.

MEDIA SYNC INTERVAL Decimal False

Determines the interval, in hours or minutes, between automatic media synchronization events.

Data Change Request Mode Decimal False

Controls the behavior of the Data Change Request feature, such as allowing offline submissions or enforcing validations.

Datetime Pattern Display String False

Defines the formatting pattern used to display date and time fields throughout the application, following standard date-time syntax.

DCR Alert Message Days Decimal False

Sets how many days in advance alert messages for data change requests are displayed to the user.

Default Account Profile Decimal False

Specifies the default profile to apply when creating or viewing account records, ensuring consistent user experience.

Default Attendee Record Type String False

Identifies the default record type for attendee objects when added to calls or events.

Default Call RecordType String False

Determines which record type is assigned by default when a new call record is created.

Default KOL Profile Decimal False

Defines the default profile used when engaging with Key Opinion Leaders (KOLs) in CRM workflows.

DEFAULT String False

Stores a general-purpose default value used across various Veeva Vault configurations where specific overrides are not provided.

DESTINATION AUTHENTICATION ENDPOINTS String False

Lists endpoint URLs used for authentication with external systems during data transfers or integrations.

Disable Account Download CSV Excel Bool False

Prevents users from downloading account data into CSV or Excel formats, often used to restrict local data export.

DISABLE_ALL_ACCOUNTS Bool False

If enabled, disables access or visibility to all accounts within the application, usually for compliance or maintenance scenarios.

DISABLE_ALL_MARKETS_IN_ANALYTICS Bool False

Disables analytics breakdown by market, consolidating data into a single view and simplifying cross-region reporting.

Disable Call Location None Bool False

Removes 'None' as an option from the call location dropdown, ensuring that users always specify a valid location.

DISABLE_FIRST_NAME_REQUIRED Bool False

If enabled, first name fields on account or user forms are no longer mandatory, allowing incomplete name entries.

DISABLE_HIERARCHY_AUTOCREATE Bool False

Disables the automatic creation of hierarchical relationships between accounts or territories, requiring manual configuration instead.

Disable Map Entry Points String False

Lists the map entry point options that should be hidden or disabled in the user interface, limiting navigation choices.

DISABLE_MASS_UPDATE Bool False

Disables the mass update feature, which allows users to edit multiple records simultaneously, reducing risk of bulk errors.

DISABLE_MI_SIGN_BUTTON Bool False

Removes or disables the signature button for Medical Information (MI) interactions, preventing digital sign-off workflows.

DISABLE_NEW_CALENDAR Bool False

Prevents users from accessing the new calendar interface, reverting to the legacy version if available.

DISABLE_PARENT_WIZARD_ACCT_TYPES String False

Specifies account types that should be excluded from the parent account creation wizard, limiting user selections.

DISABLE RELATED LIST NEW BUTTON String False

Determines whether the 'New' button is hidden on related lists in the user interface, preventing users from creating new related records directly from related lists.

DISABLE_RM_QUERY Bool False

Specifies whether to disable Remote Meeting (RM) query functionality, which can be used to fetch or filter meeting-related data.

DISABLE_SAMPLE_RECEIPT_DEFAULT Bool False

Indicates whether default sample receipt values are suppressed, requiring users to manually confirm receipt entries.

Disable Search Terms String False

Controls whether search term filters are disabled in lookup and search interfaces, limiting dynamic filtering options.

DISABLE_SEND_LOG_FILES Bool False

Prevents users or the system from sending log files, which can impact diagnostics and support case resolution.

DISABLE_SIGN_BUTTON Bool False

Removes or disables the 'Sign' button on screens that involve electronic signature capture, commonly used in compliance workflows.

DISABLE_TOT_WEEKENDS Bool False

Prevents Time-Off Territory (TOT) scheduling from including weekends, ensuring users only book weekdays.

Disable Validation Rules Bool False

Disables all configured validation rules for the environment, allowing data to be saved without enforcing validation constraints.

Disclaimer Call Acknowledgement String False

Displays a disclaimer that users must acknowledge before logging a call, used to confirm user awareness of policies or conditions.

DISCLAIMER_DETAIL_ONLY String False

Shows disclaimer details only, without requiring user acknowledgment, typically for informational display.

DISCLAIMER_FONT_SIZE Decimal False

Specifies the font size used to display disclaimers, allowing customization for readability across device types.

DISCLAIMER String False

Primary disclaimer text displayed in the application, used for compliance, regulatory, or instructional purposes.

DISCLAIMER2 String False

Secondary disclaimer message, often used in conjunction with the primary disclaimer for multilingual or regional compliance.

Default Call Address None Bool False

If enabled, defaults call address selection to 'None', requiring users to explicitly choose an address for call logging.

Disable Affiliation Autocreate Bool False

Prevents automatic creation of account affiliations when new relationships are detected, enforcing manual control.

Disable_Call_Download_By_Visibility Bool False

Restricts the downloading of call data based on user visibility rules, enhancing data access security.

Disable Call Datetime Overwrite Decimal False

Disallows overwriting of the call datetime field, ensuring call timestamps remain accurate and auditable.

Disable Edit Account Metrics Tab Bool False

Prevents users from editing fields in the Account Metrics tab, maintaining the integrity of calculated or external metrics.

Disable Rebate Mixing Bool False

Disables the mixing of rebate types within a single transaction or record, preserving rebate rule compliance.

Disable iRep Autosend Bool False

Stops automatic sending of iRep content such as CLM presentations, requiring manual submission by users.

EDetail String False

Configuration or metadata related to electronic detailing (eDetail) activities, often referencing templates or content packages.

ENABLE_ACCOUNT_PARENT_DISPLAY Bool False

Allows the display of parent account relationships on the account detail page for hierarchical visibility.

Enable Advanced Cycle Plan Scheduling Bool False

Enables advanced options for scheduling cycle plans, such as rule-based visit frequencies or regional constraints.

ENABLE_BRICK_VINSIGHTS Bool False

Activates VInsights metrics by geographic brick, allowing performance analytics at a granular regional level.

Enable Calendar Agenda View Bool False

Enables the 'Agenda' view in the calendar, offering a list-style display of scheduled activities by date.

Enable Calendar Month View Bool False

Allows users to view scheduled items in a monthly calendar layout.

Enable Calendar Week View Bool False

Activates a weekly view in the calendar interface, providing better visibility for near-term planning.

ENABLE_CHILD_ACCOUNTS_IN_ANALYTICS Bool False

Includes child accounts in analytic dashboards and reports, supporting hierarchy-based data analysis.

Child Account info in Account Wizard Bool False

Displays child account details in the Account Wizard, improving context during account setup or updates.

Enable Custom Relationship Fields Decimal False

Enables support for additional, custom-defined fields within account or user relationship records.

ENABLE_CYCLE_PLANS_REMAINING Bool False

Enables the display of remaining cycle plans for a user, allowing tracking of how many planned activities are still available within a cycle.

ENABLE_DUAL_LICENSE_CHECK Bool False

Activates validation for dual license ownership to ensure compliance with user licensing requirements in regulated environments.

ENABLE_EXPIRATION_FILTER Bool False

Turns on filtering of items based on expiration dates, helping users prioritize content or samples nearing expiration.

ENABLE_APPLE_CALENDARS Bool False

Enables integration with Apple Calendar services to allow syncing of call schedules and events with native Apple calendar apps.

ENABLE_FLASH_CHARTS Bool False

Allows rendering of Flash-based charts within the application interface. This can be deprecated based on browser and device support.

ENABLE_GROUP_FILTERING Bool False

Enables the filtering of data views based on user groups, supporting group-specific segmentation for reporting or navigation.

ENABLE_INVENTORY_WORKSHEET Bool False

Activates the inventory worksheet functionality, allowing users to track, adjust, and report on field sample inventory levels.

ENABLE_IPAD_MYSAMPLES Bool False

Allows users to access MySamples functionality specifically through the iPad interface, optimizing sample management on mobile devices.

ENABLE_LICENSE_EXP_DATE_BYPASS Bool False

Permits bypassing license expiration date checks in certain workflows, primarily used in testing or during transitional license periods.

ENABLE_LIST_SCHEDULER Bool False

Enables the List Scheduler tool, allowing users to schedule calls or interactions using predefined customer or HCP lists.

Enable Location Services Bool False

Turns on location-based features, such as geo-tagging calls and filtering accounts by proximity. Requires device-level location access.

ENABLE_MYSAMPLES_LOGIN Bool False

Allows access to the MySamples module upon user login, streamlining sample tracking and management as a core workflow.

ENABLE_MYSCHEDULE_CALL_LOCATION Bool False

Enables location tracking for calls scheduled via MySchedule, capturing the location where the call is executed for audit and reporting.

ENABLE_NEG_SAMPLE_INDICATOR Bool False

Activates a visual indicator for negative sample balances or violations, alerting users to compliance or inventory discrepancies.

ENABLE_NEW_CALENDAR_ONLINE Bool False

Enables access to the redesigned online calendar interface for planning and tracking user activities more intuitively.

Enable New iPad Calendar Bool False

Turns on the updated calendar interface for iPad users, enhancing scheduling usability and visual clarity for field representatives.

ENABLE_OFFLINE_CALL_OBJECTIVES Bool False

Allows users to view and update call objectives even while offline, ensuring continued productivity during periods of no connectivity.

ENABLE_OFFLINE_VINSIGHTS Bool False

Enables offline access to Veeva Insights dashboards or reports, allowing analytics visibility without an active internet connection.

ENABLE ORDER APPROVAL Decimal False

Activates order approval workflows. The decimal value can control thresholds or flags for approval escalation in the ordering process.

ENABLE_PARENT_ACCOUNT_ADDRESS_COPY Bool False

Allows automatic copying of a parent account's address to a new child account, reducing data entry and ensuring consistency.

ENABLE_PARENT_ACCOUNT_WIZARD Bool False

Enables a step-by-step wizard for creating or updating parent accounts, streamlining the setup of hierarchical account relationships.

ENABLE PARENT WIZARD OPT ACCT TYPES String False

Specifies the account types eligible for use with the Parent Account Wizard, listed as a comma-separated string (for example, Healthcare Organization (HCO), Healthcare Professional (HCP), Distributor).

ENABLE_RECEIPT_ACTIVATION Bool False

Enables the functionality to activate receipt records, typically for sample transactions requiring signed acknowledgments.

ENABLE_REMOTE_INTERACTION_TERMS Bool False

Turns on enforcement of terms and conditions for remote interactions, ensuring users acknowledge policies before engaging virtually.

ENABLE_SAMPLES_ON_SIGN_SAVE Bool False

Enables sample records to be submitted upon signature save, streamlining the finalization of sample transactions during call reporting.

ENABLE_SAMPLE_CARD_LICENSE_CHECK Bool False

Activates license validation for users issuing sample cards, ensuring only authorized users can distribute samples this way.

ENABLE_SAMPLE_DISTRIBUTED_BY_SIG Bool False

Enables tracking of sample distribution based on digital signatures, improving compliance with sample disbursement regulations.

ENABLE_SAMPLE_LIMIT_MONITOR Bool False

Indicates whether monitoring of sample limits is enabled to enforce compliance with regulatory or internal policies.

ENABLE_SCHEDULE_MEDICAL_EVENT Bool False

Determines whether users are permitted to schedule medical events such as meetings or speaker programs within the system.

ENABLE_SPECIALIST_LOOKUP Bool False

Enables the ability to search for and reference medical specialists when planning engagements or documentation.

ENABLE_TABLET_MYSAMPLES Bool False

Activates the My Samples interface for tablet users, allowing field personnel to view and manage sample inventories.

ENABLE_TABLET_VINSIGHTS_TAB Bool False

Controls the visibility of the VInsights tab in the tablet user interface, enabling access to insights and analytics dashboards.

ENABLE_TACTIC_LIST Bool False

Specifies whether the tactic list is available for strategic planning and execution within marketing or sales workflows.

ENABLE_TRANSFER_WORKSHEET Bool False

Enables the use of a transfer worksheet to manage sample product transfers between users or accounts.

ENABLE_USER_CALL_SYNC Bool False

Determines whether call data should be synchronized across users and systems to ensure consistent activity tracking.

ENABLE_VINSIGHTS_FILTERS_CONFIG Bool False

Enables configuration of filters within VInsights dashboards, allowing customized data segmentation.

ENABLE_VINSIGHTS_PRODUCTS_CONFIG Bool False

Activates product-level configuration options in VInsights, supporting tailored analytics by product line.

Enhanced Coaching Columns String False

Comma-separated list of additional columns included in enhanced coaching reports or views (for example values, rating, comment, coach_feedback).

Enhanced Coaching Mode Decimal False

Specifies the operational mode for enhanced coaching features. Common values represent toggles or threshold levels.

Enable Enhanced Lookups Decimal False

Indicates whether enhanced lookup capabilities are enabled, such as multi-field search or hierarchical filters.

EVENT_ATTENDEE_VOD__C_WHERE_CLAUSE String False

Custom WHERE clause used to filter attendees in event queries, typically tailored to organizational business rules.

Event Grid View Decimal False

Defines the display mode or layout of the event grid view in the user interface. Values typically represent boolean or display types.

EVENT_WHERE_CLAUSE String False

Custom SQL WHERE clause applied when querying events, enabling tailored data filtering for reporting or integrations.

EXTERNAL_ID String False

Represents a unique external identifier for the setting, often used to map to external systems or integrations.

Enable_Account_Metric_Detail_Filter Bool False

Determines whether users can apply detailed filters to account metrics, allowing more granular analysis.

Enable Child Account Bool False

Indicates whether child account relationships are supported and can be displayed or used in reporting hierarchies.

Enable_Copy_To_Call_Cycle_Button Bool False

Enables the 'Copy to Call Cycle' button, allowing users to duplicate call cycle templates or entries.

Enable Country Dimension Decimal False

Activates the country dimension in reporting or configuration, allowing segmentation by geographical region.

Enable Flash Sphere Bool False

Controls whether the Flash Sphere visualization tool is available for interactive exploration of data points.

Enable_Group_Call_Attendee_Display Bool False

Determines whether attendee information for group calls is displayed, enhancing transparency in call reporting.

Enable SSO Bool False

Determines whether Single Sign-On (SSO) is enabled for authentication across integrated systems within Veeva Vault.

Enable_Sample_Receipt_Grouping Bool False

Indicates whether sample receipts should be grouped together for easier tracking and reconciliation in inventory records.

Enable Samples On Save Bool False

Specifies whether sample records should be immediately created and saved when an activity is logged.

Enable_Signature_Graphic_Picklist Bool False

Controls the display of a graphic picklist allowing users to choose predefined signature images during sample transactions.

Enable Simple Hierarchy Bool False

Enables the use of a simplified account or territory hierarchy, reducing complexity for users managing relationships.

Enable Simple Rebate Addition Bool False

Allows users to quickly add rebate data with fewer required fields or steps, streamlining rebate entry.

Enable User Assigned Territory Bool False

Indicates whether users can be manually assigned to specific sales territories rather than relying on automated rules.

FORGOT_PASSWORD_URL String False

Specifies the custom URL users are redirected to when they initiate a 'Forgot Password' action from the login screen.

GO_ONLINE_URL_REDIRECT String False

Defines the URL to redirect users when switching from offline to online mode within Veeva applications.

HOME_ALERTS_DISPLAY_ROWS Decimal False

Sets the maximum number of alert messages to display in the user's home dashboard.

HTML_LIST String False

Stores a list of HTML-formatted strings or snippets used for display in forms or templates.

HTML_TEMPLATE String False

Contains a full HTML template used for rendering documents, emails, or UI content within Vault.

Continuous Inventory Monitoring Decimal False

Enables continuous inventory tracking mode and defines the configuration level for real-time inventory monitoring processes.

IM_INVENTORY_LINE_COLUMN_WIDTH String False

Specifies the column width settings for inventory line items in the inventory monitoring interface.

Inventory Monitoring Touch Entry Mode Decimal False

Controls how inventory data is entered on touch devices, such as enabling numeric keypads or grid entry.

INCREMENTAL_CALLS_SYNC_DELAY_MINUTES Decimal False

Defines the delay in minutes between each incremental call data sync from the device to the server.

iPad Maximum Samples Decimal False

Limits the number of samples that can be recorded or distributed using an iPad device.

JDNET_DETAIL_COLS String False

Specifies the columns displayed in the JDNET detail section, formatted as a comma-separated list of column identifiers.

JDNET_DETAIL_SUMMARY_COLS String False

Lists the columns included in the JDNET summary view, used for summarizing JDNET-related call or transaction data.

KAM_ENABLE Decimal False

Enables Key Account Management (KAM) features, providing additional functionality for managing high-value clients.

KMI Restricted Words Veeva Messages String False

Specifies a list of restricted words or terms that trigger warnings or rejections in Veeva Messages to ensure compliance.

Kit_Components_Fixed Bool False

Indicates whether the components in a sample kit are fixed or configurable at the time of kit creation.

Last Inventory Monitoring Type String False

Records the type of inventory monitoring most recently used, such as periodic or continuous.

Last Address Run Datetime False

Captures the date and time of the most recent address validation or geocoding operation performed in Vault.

MAIL_TO_CALL_3_PARAMS String False

Contains a comma-separated list of parameters used when creating a call record from a 'mailto' link with three inputs.

MAIL_TO_EVENT_4_PARAMS String False

Stores the comma-separated parameter list used to create an event record from a 'mailto' link with four inputs.

MAXIMUM_SAMPLES Decimal False

Specifies the upper limit for the number of samples that a user can distribute or manage during a single transaction.

Max Accounts iPad Decimal False

Sets the maximum number of account records that can be loaded or displayed on an iPad device at one time.

MAX_ACCOUNTS Decimal False

Defines the overall maximum number of accounts a user can access or manage within the Veeva environment.

MAX_ACCT_THRESHOLD Decimal False

Establishes a threshold value for account limits that can trigger alerts, warnings, or performance optimizations.

MAX_ATTACH_SIZE Decimal False

Specifies the maximum allowed file size, in megabytes, for attachments uploaded to the Vault platform.

MAX_CALL_AGE Decimal False

Defines the maximum age, in days, of a call record that can be considered for reporting or user visibility.

MAX_SAMPLE_LINES Decimal False

Indicates the maximum number of sample product lines that can be included in a single sample transaction.

Medical Insights Columns String False

Comma-separated list of field names that are available for display in the Medical Insights user interface. Each field is referenced by its internal name.

Medical Insights Restricted Words Bool False

Determines whether restricted words are filtered out of user-submitted content in the Medical Insights module.

MESSAGE_VOD__C_WHERE_CLAUSE String False

Custom SQL WHERE clause used to filter Veeva Messages (MESSAGE_VOD__C) records for targeted data retrieval or display logic.

MOBILE_DESCRIBES String False

Comma-separated list of object names or fields enabled for descriptive use within the mobile interface, used for context-sensitive labeling.

MSG_HOME_TERR_DELTA_NUM_DAYS Decimal False

Defines how many days in the past to compare changes in home territory data for alerting or refresh purposes.

Multichannel Activity Alert Duration Decimal False

Specifies the number of days a multichannel activity remains active before an alert is triggered to the user.

MULTI_PROD_USER_DEFINED_PRESENTATION Bool False

Indicates whether users are allowed to define their own presentations that contain multiple products within CLM or Approved Email.

MY_DOMAIN String False

Stores the custom domain used for the organization's Vault environment, typically required for SSO and branding purposes.

MY_SAMPLES_LAYOUT_EDIT String False

Specifies the layout configuration to be used when editing sample transactions from the My Samples interface.

MY_SAMPLES_LAYOUT_VIEW String False

Specifies the layout configuration used for viewing sample transactions in read-only mode in the My Samples interface.

Medical Inquiry Fulfillment Default String False

Defines the default method of fulfillment—such as digital, print, or manual—for submitted medical inquiries.

MultiselectLimitEnforced Bool False

Indicates whether a limit is enforced on multiselect picklists to restrict the number of selectable values.

NEW_ACCOUNT_WIZARD Bool False

Enables or disables the guided wizard interface for creating new accounts in the CRM application.

NEW_ACCOUNT_TYPES_DISABLE_LICENSE_INFO String False

Comma-separated list of account record types for which license information is hidden or disabled during account creation.

NIGHTLY_REFRESH_INTERVAL Decimal False

Specifies the interval, in hours, at which nightly data refresh jobs should be executed.

Number Delivery Dates Decimal False

Defines the maximum number of delivery date entries that can be scheduled per order or shipment.

Call Objective Call RecordType String False

Identifies the specific RecordType to be used when creating a call objective, used to control layout and workflow behavior.

OBJECT_LIST String False

Comma-separated list of object API names used to restrict or filter functionalities such as search, reporting, or access controls.

OM Delivery Split Mode Decimal False

Determines how deliveries are split when fulfilling orders with multiple products, such as by quantity or by shipment schedule.

OM Disable Quantity Split Rollup Decimal False

Indicates whether quantity rollup should be disabled when order lines are split across deliveries.

OM Enabled Enhanced Bundle Packs Decimal False

Enables support for advanced product bundling features in the Order Management module, allowing predefined groups of products to be treated as a single unit.

OM_ORDER_LINE_COLUMN_WIDTH String False

Specifies the default column width settings for the order line grid, formatted as a comma-separated string of pixel values for each column.

OM Print Blocked Fields String False

Comma-separated list of field API names that should be excluded from print outputs in Order Management workflows.

ORDER DISCLAIMER String False

Defines the default legal or compliance disclaimer text to be displayed during order submission workflows.

Order Submit Mode Decimal False

Controls how orders are submitted, such as immediate commit, queued for processing, or sent for approval.

Order Touch Entry Mode Decimal False

Specifies the entry mode for capturing order quantities on touch-based devices, such as keypad or slider input.

Online_Tab_URL String False

Provides the full URL for the online tab, typically used to embed external content or dashboards within Vault CRM.

Order Management2 Bool False

Indicates whether the enhanced Order Management 2.0 functionality is enabled, allowing advanced tracking and fulfillment workflows for product orders.

PermissionSet Support Bool False

Specifies whether support for Permission Set configurations is active, enabling granular access control based on user role definitions.

Photo Quality Decimal False

Defines the compression or resolution level for photos captured and stored in the system, typically used for capturing field visit images.

POSITION_DISCLAIMER_ABOVE_SIGNATURE Bool False

Determines whether a legal or compliance disclaimer should be displayed above the signature area in digital forms or call reports.

Prevent TOT Overlap Decimal False

Sets the threshold to prevent overlapping Time-Off Territory (TOT) periods, ensuring valid scheduling and non-conflicting absence records.

Prevent TOT Weekend Decimal False

Specifies whether TOT entries that fall on weekends should be automatically restricted or flagged for review.

PRODUCT_0_IS_NOT_ALLOWED_FOR_ACCOUNT_1 String False

Custom validation rule message template stating that a specific product (PRODUCT_0) cannot be associated with a particular account (ACCOUNT_1).

PaperDetail String False

Stores configuration or template information for generating printed detail pieces, often used in sales rep materials.

Payment Priority BottomToTop Bool False

Controls the order in which payment lines are processed or displayed, with true indicating that priority is evaluated from bottom to top.

Payment Values String False

Comma-separated list of allowed or default values used in payment configuration or validation rules.

Product_Detail_Discussion_Default Decimal False

Sets the default behavior or visibility threshold for product detail discussions, impacting how detail topics are pre-selected during calls.

RECEIPT_TEMPLATE String False

Name or path of the receipt template used for generating acknowledgments of signature capture or sample delivery.

REMOVE_FROM_TERRITORY_DCR_ACCT_TYPES String False

Comma-separated list of account types that should be excluded from a user's territory during Data Change Requests (DCR) processing.

REQUIRED_JIT_TIMEOUT Decimal False

Timeout duration (in seconds) for Just-In-Time (JIT) operations, such as loading on-demand configuration or metadata.

Require Call Channel Bool False

Indicates whether specifying a call channel is mandatory when logging a call activity or interaction in the system.

REQUIRE_REFRESH_IF_OLDER_HOURS Decimal False

Defines the age (in hours) after which cached data should be considered stale and refreshed automatically.

Require Medical Discussions Decimal False

Specifies the minimum number of required medical discussion topics that must be included in a call report or detailing activity.

Restricted Call Channels String False

Comma-separated list of call channels that are restricted from use in certain business scenarios or account types.

RETURN TO CLM AFTER SIGN Bool False

If enabled, the system automatically returns the user to Closed Loop Marketing (CLM) presentation after capturing a signature.

ROW_COUNTS String False

Specifies display options or thresholds for showing row counts in list views, reports, or dashboard components.

Rebate In Level Addition Decimal False

Defines whether rebate values should be included in the calculation of level-based thresholds, such as for performance tiers or pricing.

Record Type Sort Behavior Decimal False

Determines the sort order behavior for record types within dropdowns or UI components, impacting user interface presentation.

Restrictive Address Selector Bool False

If enabled, limits the selectable addresses in address pickers to those meeting specific eligibility or validation criteria.

SAMPLE_CARD_REG_EXPRESS String False

Regular expression pattern used to validate or format entries on sample request cards for compliance and consistency.

Sample Lot Expiration Warning Threshold Decimal False

Threshold value (in days) to trigger a warning when a sample lot is nearing its expiration date.

Sample Lot Quantity Warning Threshold Decimal False

Defines the quantity limit at which a warning is issued to prevent over-dispensing of samples from a single lot.

SAMPLE_SEND_CARD_REG_EXPRESS String False

Regular expression used for formatting or validating sample send card entries, ensuring standardized data entry.

SCHEDULER_CONFIGURE_DISPLAY String False

Defines configuration options for displaying the scheduler interface, such as layout preferences or enabled modules.

SCHEDULER_FILTER String False

Filter criteria or rules applied to restrict the set of records visible in the scheduling interface.

SIDEBAR_ORDER String False

Comma-separated list determining the order of items in the sidebar UI, allowing customization of navigation structure.

Survey Alert Threshold Decimal False

Specifies the numeric threshold that determines when a survey response triggers an alert notification, used to monitor critical feedback.

Sync Configuration Mode Decimal False

Indicates the configuration mode used for synchronization settings, controlling how data is synced between devices and the Vault.

SYNC_DELETE_REFRESH_MODE_vod String False

Defines the mode used for handling delete and refresh operations during data synchronization, specific to Veeva CRM offline processes.

SYNC_DELETE_REFRESH_OBJECTS_vod String False

Lists the CRM objects affected by delete and refresh sync operations, separated by commas (for example, account, activity, product).

SYNC_WARN_INTERVAL Decimal False

Specifies the time interval (in hours or minutes) at which the system issues sync warnings if a user has not synced recently.

Sample Management Product Types String False

Comma-separated list of product type identifiers used for managing sample distribution activities (for example, tablet, injection, device).

Short_Account_Level Decimal False

Defines the number of account hierarchy levels to retrieve in 'short' account views to limit data volume for mobile syncs.

Short_Account_Mobile_SOQL String False

Contains the SOQL query used to filter account records for short-form mobile display, enhancing performance and usability.

Short_Address_Mobile_SOQL String False

Contains the SOQL query used to filter address records for short-form mobile presentation, often to optimize address list loading.

Short_OBJECT_LIST_Metadata_Only String False

Specifies whether only metadata should be returned for object lists used in short-form mobile views. Values can include true,false.

Survey Publish Apex String False

Identifies the Apex class or method triggered when a survey is published, enabling custom logic execution during deployment.

TABLET_LINK_1 String False

Specifies the URL or deep link for the first custom navigation link shown on tablet devices.

TABLET_LINK_2 String False

Specifies the URL or deep link for the second custom navigation link shown on tablet devices.

TABLET_LINK_3 String False

Specifies the URL or deep link for the third custom navigation link shown on tablet devices.

TABLET_LINK_4 String False

Specifies the URL or deep link for the fourth custom navigation link shown on tablet devices.

TABLET_LINK_5 String False

Specifies the URL or deep link for the fifth custom navigation link shown on tablet devices.

TABLET_OBJECT_EXCLUDE_LIST String False

Comma-separated list of object API names that are excluded from being displayed or synced to tablet devices (for example, call2_vod, inventory_vod).

TAB_NAV_DISPLAY String False

Controls the display style and order of navigation tabs on tablet devices, based on a layout configuration string.

Territory Link on Account Bool False

Indicates whether a direct link to the associated territory should be displayed on the Account detail page.

TERRITORY_WHERE_CLAUSE String False

Custom SQL or SOQL WHERE clause used to filter territory records when retrieving or displaying territory-related data.

Territory Workflow String False

Defines the workflow name or identifier triggered when changes occur to a user's territory assignment.

THIRD_PARTY_APPLIESTO_URL String False

Specifies the URL used for integrating with third-party services related to 'Applies To' functionality.

THIRD_PARTY_AUTH_URL String False

Specifies the authentication URL used for connecting to third-party services, such as external single sign-on providers.

Timeline Filter Bool False

Enables or disables the timeline filter on applicable objects, allowing users to narrow the displayed records by date range.

TIMEOUT Decimal False

Sets the timeout duration (in seconds or minutes) for session expiry or system operations, to improve performance and security.

Time Zone Display Decimal False

Indicates the default or selected time zone for display purposes in the UI, typically tied to the user's locale settings.

TOP_ACCTS_COLS String False

Comma-separated list of column names used to configure the 'Top Accounts' view (for example, account_name, region, sales).

TSF Fields in Scheduler String False

Lists the Time-Sensitive Fields (TSFs) considered by the scheduling module (for example, product_interest, start_date, end_date).

TSF_VOD__C_WHERE_CLAUSE String False

Custom WHERE clause used to filter TSF_VOD__c object records for specific processing logic or display scenarios.

Tag Alert Reg Express String False

Regular expression used to identify and trigger alerts based on tagged field values. This is useful for pattern-matching in text fields.

UPDATE_CHECK_TIMEOUT Decimal False

Maximum duration (in seconds) the system waits for update checks to complete before timing out. This is useful for controlling performance during version validation processes.

USERTERRITORY_WHERE_CLAUSE String False

Custom WHERE clause applied to user territory queries, used to restrict data retrieval to specific criteria defined by business rules.

USER_MOBILE_SOQL String False

SOQL query string that defines the subset of user-related records available on mobile devices, ensuring relevant data is synced to field users.

VEEVA_SETTINGS_VOD__C_WHERE_CLAUSE String False

Custom WHERE clause targeting veeva_settings_vod__c records, used to filter configuration records during data queries.

VINSIGHTS_AUTOBUILD_MODE Decimal False

Determines whether VInsights reports are auto-generated. 0 can disable automation, while higher values enable different levels of auto-build capabilities.

VINSIGHTS_CALENDAR_CONFIG String False

Configuration details for integrating VInsights with calendar systems, such as mappings between Veeva events and calendar events.

VINSIGHTS_CONFIRM_SYNC Bool False

When enabled, prompts the user to confirm before VInsights data is synchronized, adding a layer of control over data refreshes.

VInsights Goal Threshold String False

Threshold value for VInsights goal metrics, such as minimum performance levels required to meet business objectives.

WATERMARK_TRAINING String False

Text or markup used as a watermark for training documents, ensuring clear distinction from production content.

WEB SERVICE TIMEOUT Decimal False

Maximum time (in seconds) allowed for outbound web service calls before the request is considered to have failed.

WORK_HOURS Decimal False

Number of expected working hours per user per day, used in scheduling, calendar display, and reporting logic.

Stakeholder Navigator Account Types String False

Comma-separated list of account types included in Stakeholder Navigator visualizations (for example, HCP, HCO, Pharmacy).

Stakeholder Navigator Account Plan Types String False

Comma-separated list of account plan types used in Stakeholder Navigator features (for example, Standard, Strategic, Medical).

Setup Owner ID String False

ID of the user or system entity that owns the Veeva configuration setup, used for permissions and change tracking.

Security Profile String False

Name or identifier of the assigned security profile, which governs access rights to Veeva CRM features and data.

Person Account Object Types String False

Comma-separated list of object types considered as person accounts within the system (for example, Individual, Contact).

Legacy CRM Id String False

Identifier used to map users or accounts from legacy CRM systems to Veeva Vault records during migration or integration.

Call Event Object Type Display Bool False

Controls whether the type of call event objects is displayed in user interfaces, helpful for differentiating record types.

Disable Veeva Merge Bool False

When enabled, prevents the system from performing automatic record merges during data synchronization.

Enable Realtime Address Push Bool False

When enabled, immediately pushes updated address information to integrated systems upon changes in Veeva.

USE MULTI SAMPLE Bool False

Enables multi-sample distribution functionality, allowing users to manage multiple sample types in a single call.

Enable_CRM_Desktop String False

Indicates whether CRM desktop functionality is enabled for a given user or org, potentially including version info or access keys.

SN Account Fields Override String False

Custom field mappings used to override default account fields in Stakeholder Navigator views and reports.

SN Account Identifier Override String False

Override value used to substitute the default account identifier in Stakeholder Navigator logic.

Account Address Merge Behavior String False

Defines how account address records are merged during updates or integrations. Values can include options like strict, flexible, or manual.

Display_External_Calendars_to_Mgrs Decimal False

When enabled, allows managers to view external calendar events associated with their team's activities.

Enable Non-Blocking Sync Decimal False

Determines whether synchronization processes can continue in the background without blocking user interaction.

Prevent Negative Sample Decimal False

If enabled, disallows negative sample quantities, ensuring users cannot record more distributions than inventory allows.

Application Profile String False

Specifies the application profile used to define UI layout, permissions, and behavior settings for users.

Data Change Request Attachments Bool False

Indicates whether users are allowed to attach supporting documents to data change requests for validation purposes.

Legacy Org Id String False

Unique identifier of a legacy organization, used during data migrations or for mapping historical records to current entities.

CData Cloud

VeevaWorkdayOrgs

aln_veeva_workday_org__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Vendors

em_vendor__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Vendor Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

Venues

em_venue__v

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Venue Type String True

object_type__v

Global ID String True

global_id__sys

Name String True

name__v

Status String True

status__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

VFMFileSecurityPolicies

Defines file security policies for Veeva File Manager (VFM), including rules for document access, encryption, classification levels, and sharing restrictions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the security policy record, used internally to reference this entry within the database.

Global ID String True

System-generated global identifier that ensures universal uniqueness across all Vault environments and integrations.

Link String False

System link reference pointing to the full resource or object definition within Veeva Vault for this policy.

Description String False

User-defined name or description of the file security policy, providing context about its purpose or use.

Status String False

Current lifecycle status of the policy (such as Active, Inactive, or Retired), indicating whether it is in effect.

Created By String True

Username or identifier of the user who originally created this file security policy entry.

Created Date Datetime True

Timestamp indicating when the policy was initially created in the system.

Last Modified By String True

Username or identifier of the user who last made updates to the policy entry.

Last Modified Date Datetime True

Timestamp of the most recent modification to the policy entry, used for tracking changes.

File Extensions String False

Comma-separated list of supported or restricted file extensions (such as .pdf, .docx, .xls) governed by this policy. Each extension is separated by a comma and space.

Policy Type String False

Specifies the category or enforcement type of the file security policy, such as read-only access, restricted download, or watermarking.

CData Cloud

Views

Stores metadata for custom views created within Vault, specifying visible fields, filters, sorting, and layout preferences tailored to specific user roles or business needs.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the view record.

Global ID String True

Globally unique identifier assigned by Vault for system-wide reference and external integrations.

Link String False

System-generated link used to directly access the view within the Vault interface.

View Name String False

Human-readable name of the view, used for identifying and displaying the view within the Vault UI.

Status String False

Indicates the current lifecycle state of the view, such as Active, Inactive, or Deprecated.

Created By String True

Username of the individual who originally created the view.

Created Date Datetime True

Timestamp indicating when the view was first created in the system.

Last Modified By String True

Username of the individual who last modified the view definition or metadata.

Last Modified Date Datetime True

Timestamp recording the most recent update made to the view's configuration or metadata.

Address Scope String False

Defines the scope of address data included in the view, which can affect data visibility or segmentation.

Columns String False

Comma-separated list of column names included in the view output, determining what data is retrieved.

Criteria String False

Filter conditions or query logic that defines which records are included in the view results.

External ID String False

Custom external identifier used to reference the view in external systems or integrations.

Ownership Scope String False

Specifies the ownership boundaries applied to the view, such as user-specific, team-based, or global access.

Profile String False

Indicates the Vault security profile associated with the view, which governs visibility and access.

Public? Bool False

Boolean flag indicating whether the view is available for public use within the organization.

Source String False

Specifies the origin of the view definition, such as system-generated, user-created, or imported.

Statement String False

The complete SQL-like definition or metadata-driven logic that determines how the view is constructed.

Type String False

Specifies the category of the view, such as List View, Custom View, or Report View.

User String False

User identifier associated with the view's creation or intended use, especially in personal or shared contexts.

Owner String False

User or group identifier representing ownership of the view and responsibility for maintaining its configuration.

Legacy CRM Id String False

Identifier used to map the view back to legacy Customer Relationship Management (CRM) systems during data migration or integration efforts.

CData Cloud

VMobileHomePageLayouts

Defines layout configurations for the Veeva Customer Relationship Management (CRM) mobile homepage, determining section visibility, object summaries, and mobile-optimized navigation experiences.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the mobile home page layout record within the Veeva Vault system.

VMobile Home Page Layout Type String True

Specifies the type of VMobile home page layout, which determines how the layout is categorized and used within the mobile application.

Global ID String True

System-generated globally unique identifier for the layout record, used for cross-system referencing and data consistency.

Link String False

System-generated URL or reference link to the layout record, allowing for direct navigation or integration.

VMobile Home Page Name String False

Descriptive name assigned to the mobile home page layout, used to identify it in configuration interfaces and selection menus.

Status String False

Indicates the current lifecycle state of the mobile home page layout, such as Active, Inactive, or Draft.

Created By String True

Username or system account that initially created the mobile home page layout record.

Created Date Datetime True

Timestamp indicating when the layout record was first created in the system.

Last Modified By String True

Username or system account that last modified the mobile home page layout record.

Last Modified Date Datetime True

Timestamp of the most recent modification made to the layout record.

Owner String False

User or group that owns the mobile home page layout record, typically responsible for maintaining it.

Legacy CRM Id String False

Identifier from a previous Customer Relationship Management (CRM) system used to map or reference the layout record during data migration or integration.

CData Cloud

VMobileObjectConfigurations

Manages settings for objects accessible via the Veeva Customer Relationship Management (CRM) mobile app, including field visibility, page layout rules, and offline synchronization behavior.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the VMobile object configuration record.

VMobile Object Configuration Type String True

Specifies the category or classification of the VMobile object configuration, such as call reporting or sample requests.

Global ID String True

System-generated global identifier used to uniquely identify the record across Vaults.

Link String False

System-defined URL reference linking to the current configuration record.

VMobile Object Configuration Name String True

The human-readable name assigned to the VMobile object configuration for reference and identification.

Status String False

Indicates the current status of the configuration, such as Active, Inactive, or Deprecated.

Created By String True

The username or system identity that created the configuration record.

Created Date Datetime True

Timestamp capturing when the configuration record was initially created.

Last Modified By String True

The username or system identity that last modified the configuration record.

Last Modified Date Datetime True

Timestamp capturing the most recent update made to the configuration record.

Account Lookup Field String False

Specifies the field on the object used to associate the configuration with a related account record.

Active Bool False

Boolean flag indicating whether the configuration is currently active and in use.

Device String False

Specifies the target mobile device type (such as iPad, iPhone, Android) that this configuration supports.

Enable Enhanced Sync Bool False

Boolean flag that determines whether enhanced synchronization features are enabled for this configuration.

Exclude Field List String False

Comma-separated list of field names to be excluded during synchronization. Each field is listed without spacing unless parsed (for example, field1, field2, field3).

External ID String False

An external system identifier used to map or reference this configuration outside of Veeva Vault.

Include Attachments Bool False

Boolean flag that determines whether attachments associated with the object should be included in synchronization.

Include Related Objects Bool False

Boolean flag that controls whether related objects linked via relationships should be included in sync behavior.

Meta Data Only Bool False

Indicates whether only metadata (structure and definitions) should be synced, excluding actual record data.

Object Name String False

API name of the Vault object for which the configuration is defined, such as call2_vod__c.

Parent Object Name String False

API name of the parent Vault object, if this object configuration is part of a hierarchy or relationship.

Profile String False

Identifier for the user profile associated with this configuration, determining visibility and sync scope.

Relationship Name String False

API name of the relationship linking this object to another, used to define parent-child sync behavior.

Type String False

Describes the nature or use-case type of the configuration, such as Master, Child, or Lookup.

Where Clause String False

Optional filter expression applied during sync to restrict which records are included based on defined criteria.

Owner String False

User or system owner responsible for the configuration record.

Security Profile String False

Identifier for the security profile applied to this configuration, used to control data access permissions.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to reference this configuration prior to Vault adoption.

Application Profile String False

Identifier of the application profile that governs behavior and settings applied to this configuration.

CData Cloud

VOFPlatformRecordTriggers

vofplatformrecordtrigger__sys

Columns

Name Type ReadOnly Description
ID [KEY] String True

id

Link String False

link__sys

Name String False

name__v

Status String False

status__v

Created By String True

created_by__v

Created Date Datetime True

created_date__v

Last Modified By String True

modified_by__v

Last Modified Date Datetime True

modified_date__v

api_name__sys String False

api_name__sys

namespace__sys String False

namespace__sys

isstub__sys Bool False

isstub__sys

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String

Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

WorkflowRoleSetup

Contains mappings and role definitions used in Vault workflows, specifying which users or groups can act on tasks during each workflow step or lifecycle state.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the workflow role setup record, used internally for data referencing.

Name String True

Descriptive name of the workflow role setup, typically used to identify the specific role configuration within the workflow.

Status String False

Current lifecycle status of the workflow role setup, indicating whether it is active, inactive, or archived.

Workflow String False

Reference to the associated workflow definition that this role setup is configured for, establishing the context in which the role is used.

Role String False

Application-level role assigned within the workflow, defining the set of permissions and responsibilities granted to users.

Participation Requirement String False

Specifies whether this role is required to participate in the workflow, such as required, optional, or conditional based on workflow rules.

Created By String True

Username or identifier of the user who initially created this workflow role setup record.

Created Date Datetime True

Timestamp representing the date and time when the workflow role setup record was first created.

Last Modified By String True

Username or identifier of the user who last made changes to the workflow role setup.

Last Modified Date Datetime True

Timestamp indicating the most recent update made to the workflow role setup record.

Global ID String True

Globally unique identifier assigned to the workflow role setup record, used for cross-system data integration or synchronization.

Link String False

System-generated link or URL reference that provides direct access to the workflow role setup record within the Veeva Vault user interface.

CData Cloud

X-PagesSSOConfigurations

Stores configuration details for Single Sign-On (SSO) integration using X-Pages, including identity provider metadata, certificate handling, and session behavior.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the SSO configuration record within the Vault system.

X-Pages SSO Configuration Type String True

Specifies the type or category of the X-Pages Single Sign-On (SSO) configuration being stored.

Global ID String True

System-generated global identifier that uniquely represents this record across environments.

Link String False

System-level URL reference that provides a direct link to the configuration record in the Vault UI.

Name String True

The display name assigned to the SSO configuration for identification purposes within Vault.

Status String False

The current operational status of the SSO configuration, such as Active, Inactive, or Pending.

Created By String True

The user who initially created this SSO configuration record in Vault.

Created Date Datetime True

Timestamp indicating when the SSO configuration record was first created.

Last Modified By String True

The user who last updated the SSO configuration record.

Last Modified Date Datetime True

Timestamp reflecting the most recent modification to the SSO configuration.

API Name String False

The unique API-accessible name for the configuration, used for integration or programmatic access.

Authorization endpoint String False

The URL endpoint used to initiate user authorization during the OAuth 2.0 authentication flow.

Token endpoint String False

The URL endpoint used to exchange authorization codes for access tokens in OAuth 2.0 flows.

Client ID String False

The identifier issued to the Vault client during registration with the identity provider for SSO.

Client Secret String False

The confidential key associated with the client ID, used to authenticate the Vault client to the token endpoint.

CData Cloud

XMLElements

Defines XML element mappings used in structured content, templates, or integration payloads, including tag definitions, value types, and schema references.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the XML element record within the Vault system.

XML Element Type String True

Specifies the object type associated with the XML element, typically defining the data structure it pertains to.

Name String False

User-friendly name assigned to the XML element for display and identification purposes.

Status String False

Indicates the current lifecycle state of the XML element, such as Active, Inactive, or Archived.

Element Name String False

Defines the actual name of the XML tag or node represented by this element within a form or data model.

Form Template String False

References the specific form template to which this XML element is linked, allowing structured data collection.

Form Template (unbound) Decimal False

Numeric identifier for an unbound form template, used when the XML element is not tied to a standard template relationship.

Formula String False

Contains the formula logic used to compute the value of the element dynamically based on other form fields or data.

Variable String False

Represents a named placeholder used within formulas or templates to reference specific values dynamically.

Created By String True

Username or ID of the user who originally created the XML element entry.

Created Date Datetime True

Timestamp marking the date and time when the XML element record was first created.

Last Modified By String True

Username or ID of the user who last updated the XML element record.

Last Modified Date Datetime True

Timestamp indicating when the XML element record was most recently modified.

Parent String False

References the parent element or object to which this XML element belongs, establishing a hierarchical structure.

Global ID String True

System-generated global identifier that ensures uniqueness across all Vault environments and instances.

Link String False

System-generated hyperlink that allows direct access to view the XML element record in the Vault interface.

CData Cloud

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

CData Cloud - Vault CRM Views

Name Description
AccountAuthorizations account_authorization__v
Actions action__sys
Activities activity__v
AdminLinks adminlink__sys
AdminSectionControllerCode adminsectioncontrollercode__sys
AdminSections adminsection__sys
AdminSettingTriggers adminsettingtrigger__sys
ApplicationContextSelectors applicationcontextselector__sys
ApplicationFamilyLicenseModels applicationfamilylicensemodel__sys
ApplicationLicenseModelFields applicensemodelfield__sys
ApplicationLicenseModels applicensemodel__sys
ApplicationManifests manifest__sys
ApplicationProfiles application_profile__v
ApplicationProfiles2 crmapplicationprofile__v
ApplicationProvisioners sdkapplicationprovisioner__sys
ApplicationSecurityAssignments appsecurityassignment__sys
ApplicationSecurityFields appsecurityfield__sys
ApplicationSecurityRules appsecurityrule__sys
ApplicationUserLicenseModels applicationuserlicensemodel__sys
ApplicationUserLicenseTypes applicationuserlicensetype__sys
AuditHistory Retrieve complete audit history for a single document or for a single object record.
AvailableAnswerDesigns Provides a dynamic view of all available answer design templates that can be applied to surveys, assessments, or questionnaires. This view helps users quickly locate and reuse consistent formatting and structure across forms.
AvailableAnswers Displays all available answer choices that can be used across different assessments or forms, ensuring standardized options are presented for selection within Vault-managed questionnaires.
Binders Retrieve all Binders.
BinderSectionsMetadata binder_metadata__v
BPRParameters Provides a compiled view of Business Process Review (BPR) configuration parameters, including default settings and thresholds used to guide workflow behaviors and process evaluations.
BusinessAreas Aggregates and presents distinct business areas within the enterprise, such as functional domains or product lines, typically used for segmentation, reporting, or role-based access.
CacheType sdkcachetype__sys
CallDetails call2_detail__v
CallDiscussions call2_discussion__v
CallExpenses call2_expense__v
CallKeyMessages call2_key_message__v
CallSamples call2_sample__v
CampaignActivities campaign_activity__v
CDNDistributionStatuses cdn_distribution_status__v
ChangeControlNumber Provides a derived view used for tracking and referencing change control identifiers across quality and regulatory workflows, supporting traceability and audit readiness for compliance-driven processes.
ChannelUsages channel_usage__v
ChecklistDesigns Provides a structured overview of checklist templates and design metadata used across Vault to ensure compliance and process consistency. Includes versioning, design logic, and associated task rules.
Checklisteventhandlers checklisteventhandler__sys
ChecklistMatchingFields checklistmatchingfield__sys
Checklists Aggregates checklist instances generated from design templates, tracking progress, completion status, associated records, and responsible users for audits, clinical studies, or regulatory tasks.
ChecklistTypes checklisttype__sys
ChecklistUIControl checklistuicontrol__sys
Claims annotation_keywords__sys
ClientDistributions clientdistribution__sys
CloningRule sdkcloningrule__sys
ComponentAdminUI componentadminui__sys
ComponentAdminUIAction componentadminuiaction__sys
Componentattributepermissions componentattributepermission__sys
Componentdirectoryeventhandlers componentdirectoryeventhandler__sys
ComponentProperties componentproperty__sys
ComponentPropertySets componentpropertyset__sys
ComponentRecordHandlers sdkcomponentrecordhandler__sys
Componentsecuritys componentsecurity__sys
ConnectionBackedCrossLinks connection_backed_crosslink__sys
ConnectionClients connection_client__sys
Connections queueconnection__sys
ConnectionStats connection_stats__sys
ConsentHeaders consent_header__v
ConsentTemplates consent_template__v
ControlCode controlcode__sys
Controls control__sys
Countries country__v
CRMCustomExceptionMappings crm_custom_exception_mapping__v
CrosslinkSourceEvents crosslink_source_event__sys
CustomWebApis customwebapi__sys
Dashboards dashboard__sys
Departments Provides a filtered or joined view of department-related metadata, often used for access control, reporting, or organizational hierarchy alignment within Vault.
Dependencies Displays the relationships and dependencies between configuration components such as objects, fields, workflows, and picklists. This helps in impact analysis and change planning.
DependencyDesigns Offers a visual or structural representation of Vault dependencies for configuration items, useful for system design audits and maintenance assessments.
DocumentActions docaction__sys
DocumentChangeControls View providing details of change control records related to document modifications, including lifecycle transitions, versioning events, and review workflows.
DocumentChangeControlSignature View capturing electronic signature events tied to document change controls, helping verify who approved, reviewed, or signed off on regulated document updates.
DocumentChangeLogs View presenting the audit trail for changes made to documents, tracking user actions, timestamps, and associated change control identifiers.
Documentcontenteventhandler documentcontenteventhandler__sys
DocumentContentProcesses documentcontentprocess__sys
DocumentExtractorConfigurations View displaying configurations for automated document extraction processes, defining criteria such as source types, triggers, and extraction parameters.
DocumentExtractorDestinations View showing configured output destinations for extracted documents, such as file systems, secure repositories, or external systems.
DocumentExtractorDocumentStatuses View detailing the status of documents as they progress through extraction workflows, including stages like queued, processing, completed, or failed.
DocumentExtractorDocumentTypes View listing the types of documents eligible for extraction, often filtered by metadata, lifecycle states, or document classifications.
DocumentExtractorRules View defining the business rules that govern how and when documents are extracted, including filters, conditions, and actions triggered by workflow events.
DocumentExtractorSecondaryConfigs View containing secondary configuration parameters that supplement the main extraction setup, such as error handling rules or advanced filters.
DocumentLifecycleAtomicSecurities docatomicsecurity__sys
DocumentLifecycleAtomicSecuritiesForActions docactionsecurity__sys
DocumentLifecycleAtomicSecuritiesForWorkflowActions docworkflowactionsecurity__sys
DocumentLifecycleStageGroups documentstagegroup__sys
DocumentLifecycleStageLabels doc_lifecycle_stage_label__sys
DocumentLifecycleStages documentstage__sys
DocumentLifecycleState-Stages doc_lifecycle_state_stage__sys
DocumentPanelControllerCode docinfopanelcontrollercode__sys
DocumentPanels docinfopaneltab__sys
DocumentPredictionActions documentpredictionaction__sys
DocumentRelationships Returns all relationships per each document.
DocumentRoles Manually retrieve assigned roles on a document and the users and groups assigned to them.
DocumentTemplates Retrieve all document templates.
DocumentTrainingActions documenttrainingaction__sys
DocumentTypeDetails doc_type_detail__v
DocumentTypeGroupDetails doc_type_group_detail__v
DocumentTypeTriggers documenttypetrigger__sys
DocumentUsages document_usage__v
DocumentUserActions Retrieve all available user actions on specific versions of multiple documents or binders.
DocumentVersions Retrieve all versions of a specific document.
EmailedDocuments emailed_document__sys
EmailProcessors emailprocessor__sys
Emails email__sys
EmailThreads email_thread__v
EnabledComponents enabledcomponent__sys
EnvelopeContents envelope_content__sys
Envelopes envelope__sys
ExpressionFactories expressionfactory__sys
ExpressionFunctionEventHandlers expressionfunctioneventhandler__sys
ExpressionFunctionParameters expressionfunctionparam__sys
ExpressionFunctions expressionfunction__sys
ExternalUrls external_url__sys
FeatureFlag sdkfeatureflag__sys
FieldRules fieldrule__sys
FormattedOutputResultHandler formattedoutputresulthandler__sys
FormattedOutputTemplates formattedoutput1__sys
FormValidatorCode formvalidatorcode__sys
FunctionalArea Provides a consolidated view of business functions or departments within the organization, derived from various internal source systems.
GlossaryEvents glossary_event__sys
Group Displays aggregated group membership information for Vault users, often used to drive permissions, content targeting, or workflow routing.
Groups Retrieve all groups except Auto Managed groups.
HomepageWidgets homepage_widget__v
HtmlDocumentHandlers htmldocumenthandler__sys
InboundEmailAddresses inboundemailaddress__sys
InboundPackageComponents vault_package_component__v
InboundPackageSteps vault_package_step__v
IntegrationRules integrationrule__sys
IntegrationStats integrationstat__sys
InventoryMonitoringLines inventory_monitoring_line__v
InventoryOrderAllocations inventory_order_allocation__v
JobMetadata jobmetadata__sys
LanguageLocales language_locale__sys
Languages language__sys
LayoutNestingTypes layoutnestingtype__sys
LayoutProfiles layoutprofile__sys
LegacyUsers null
LegacyWorkflows Retrieve all current, cancelled, and completed workflow instances for a specific object record or all workflows available to a particular workflow participant.
LicenseEventHandlers licenseeventhandler__sys
Lifecycles Retrieve brief details for the available lifecycles.
LifecycleStateTypeAssociations lifecyclestatetypeassociation__sys
LifecycleStateTypes lifecyclestatetype__sys
ListLayoutItems listlayoutitem__sys
ListLayouts listlayout__sys
Locales locale__sys
MatchedDocumentEventHandlers matcheddocumenteventhandler__sys
Material_LY_ Stores metadata for materials used in regulated processes, such as documents, packaging components, or printed assets. Includes core attributes like name, status, creation and modification details, and serves as a foundational reference for material lifecycle management and traceability.
Media media__sys
MedicalDiscussions medical_discussion__v
MedicalInquiryFulfillments medical_inquiry_fulfillment__v
MessageDeliveryEventHandler messagedeliveryeventhandler__sys
MessageGroups messagegroup__sys
MessageProcessors messageprocessor__sys
Messages message__sys
MetricConfigurations metric_configuration__v
MobileShareActions mobileshareaction__sys
MobileShareMedia mobile_share_media__sys
MobileTabs mobiletab__sys
MultichannelRouting multichannel_route__v
Namedentityeventhandlers namedentityeventhandler__sys
NetworkFieldMappings network_field_mapping__v
NetworkReferenceMappings network_reference_mapping__v
NotificationTypes notificationtype__sys
ObjectClassTriggers objectclasstrigger__sys
ObjectControlCode objectcontrolcode__sys
ObjectControls objectcontrol__sys
ObjectLayouts objectlayout__sys
ObjectLifecycleStageGroups objectlifecyclestagegroup__sys
ObjectLifecycleStageLabels object_lifecycle_stage_label__sys
ObjectLifecycleStages objectlifecyclestage__sys
ObjectLifecycleState-Stages object_lifecycle_state_stage__sys
ObjectRelationships Returns all relationships per each object. An ObjectName is required to query this view.
ObjectRoles Manually retrieve assigned roles on an object record and the users and groups assigned to them.
ObjectTypes Returns brief details of all types an object can be.
ObjectWorkflows Retrieve the workflows of an object or the workflows of an user.
ObjectWorkflowTasks Retrieve the workflows of an object or the workflows of an user.
object_type__v object_type__v
OfficeEditVersions office_edit_version__sys
OrderLines order_line__v
OverlayOverrides overlayoverride__sys
OverlayTemplates overlaytemplate__sys
PackageClassDocumentInstances Represents individual printing or packaging tasks linked to specific documents, including configuration details such as page ranges, number of copies, paper type, printer tray, and manufacturing site. Used to manage execution and tracking of packaging jobs in regulated environments.
PackageClassDocuments Defines templates for printing and packaging tasks by specifying default settings such as document reference, number of copies, paper type, printer, and packaging class. Serves as a blueprint for generating individual packaging jobs in regulated manufacturing or quality workflows.
PackageClasses Defines types of packaging configurations used in manufacturing or printing processes. Includes descriptive information and associated manufacturing site details, serving as a foundational reference for organizing packaging tasks by category, such as standard or custom classes.
PackageClassInstances Tracks specific instances of packaging production runs, including associated package class, batch number, site, lifecycle state, and production parameters. Used to monitor execution details for each process order and ensure traceability across manufacturing operations.
Pageclientcodes pageclientcode__sys
PageControllerCode pagecontrollercode__sys
PageControllers pagecontroller__sys
Pagelayouts layout__sys
Pages page__sys
PaperTypes Defines the available types of paper stock used for printing and packaging operations, such as Glossy, Matte, or Standard. Each record includes lifecycle metadata and status to support selection and quality control in manufacturing environments.
PDFMergeResultHandler pdfmergeresulthandler__sys
PerformanceStatistics perf_stats__v
PerformanceStatistics2 performancestatistic__sys
PerformanceStatisticSensors performancestatisticsensor__sys
Picklists Retrieve all available values configured on a picklist.
PicklistValues2 picklist_value__sys
PreUpgradeTask sdkpreupgradetask__sys
Printer_Trays Defines printer tray configurations, including associated paper types and manufacturing sites. Used to manage tray assignments and ensure correct materials are loaded for print jobs in regulated production environments.
PriorPersons person_prior__sys
Products Stores core product master data, including product names, abbreviations, compound IDs, INNs, therapeutic areas, and both internal and external identifiers.
PublicAccessLinkCode palcode__sys
PublicAccessLinkFunctions palfunction__sys
PublicAccessLinkTypeFunctions paltypefunction__sys
PublicAccessLinkTypes paltype__sys
QueryFunctionEventHandlers queryfunctioneventhandler__sys
QueryFunctionParameters queryfunctionparameter__sys
QueryFunctions queryfunction__sys
QueryObjectRules queryobjectrule__sys
QuestionDesigns Defines the structure, logic, and metadata for checklist or form-based questions, including question text, type, attachment rules, response constraints, display order, and lifecycle states. Used to standardize data collection within compliance, quality, and operational workflows.
QuestionResponses question_response__v
Queues queue__sys
RecordActionConfigurations recordactionconfig__sys
RecordMergeEventHandlers recordmergeeventhandler__sys
RecordRoleAssignmentsHandlers recordroleassignmentshandler__sys
RecordRoleOverrides recordroleoverrides__sys
RecordRoleTriggers recordroletrigger__sys
RecordTriggers recordtrigger__sys
RecordUIHandlerCode recorddetailhandlercode__sys
RecordUIHandlers recorddetailhandler__sys
RecordVisibilityRules recordvisibilityrule__sys
RecordVisibilityTagHanlders recordvisibilitytaghandler__sys
RecordVisibilityTagRules recordvisibilitytagrule__sys
RecordWorkflowActions recordworkflowaction__sys
RenditionProfiles rendition_profile__sys
RenditionProfiles2 renditionprofile__sys
RenditionTypes renditiontype__sys
ReportExcelTemplates reportexceltemplate__sys
Reports report__sys
Responses Captures user-submitted answers to checklist or form-based questions, including response values, comments, attachments, and lifecycle states. Supports a variety of input types such as numeric, text, date, and file uploads, and is used to track data collection outcomes in structured assessments.
RolePermissionsets rolepermissionset__sys
SampleLotItems sample_lot_item__v
SamplesStateCredentialSettings samples_state_credential_settings__v
ScheduledDataExports scheduled_data_export__sys
SdkJobs sdkjob__sys
SearchableFields searchablefield__sys
SearchCollections searchcollection__sys
SearchCollectionSections searchcollectionsection__sys
SectionDesigns Provides a structured view of layout designs for document or form sections. This is used to drive UI rendering or template configurations in document-centric workflows.
Sections Displays information on logical sections used in templates or structured content. This helps organize content into modular segments for consistent formatting and easy editing.
SecurityPolicies security_policy__sys
SecurityProfiles security_profile__sys
SentEmail sent_email__v
ShareAction mobileshareactionconfig__sys
SharedWorkflowVariables sharedworkflowvariable__sys
SignaturePages2 signaturepage__sys
SuppressedEmailAddresses suppressed_email_address__sys
Systems Provides a consolidated view of system-level configurations and metadata relevant to Veeva Vault environments, including platform setup, integration statuses, and system dependencies.
TabCollectionItems tabcollectionitem__sys
TabCollections tabcollection__sys
TabGroups tab_group__sys
TagSecurityImpactAnalysisProcessors tagsecurityimpactanalysisprocessor__sys
TagSecurityRuleAssignments tagsecurityruleassignment__sys
TagSecurityRules tagsecurityrule__sys
TierCountryMappings tier_country_mapping__v
TrackedNotificationEventHandler trackednotificationeventhandler__sys
UIWidgetAttributes uiwidgetattribute__sys
UIWidgets uiwidget__sys
UpgradeTask sdkupgradetask__sys
UserAccountEmails accountmessage__sys
Userdefinedclasses userdefinedclass__sys
Userdefinedmodels userdefinedmodel__sys
UserDefinedServices userdefinedservice__sys
UserRoles user_role__sys
VaultComponentRelationships vault_component_relationship__sys
VaultComponents vault_component__v
VaultDomainReparentEventHandlers vaultreparenteventhandler__sys
VaultFileManagerUsers vfm_user__sys
VaultTokens vaulttoken__sys
VeevaIdUserRegistrationEventHandlers veevaiduserregistrationeventhandler__sys
ViewableRenditionGenerateEventHandlers viewablerenditiongenerateeventhandler__sys
WebApiGroups webapigroup__sys
WebApis webapi__sys
WorkflowItemObjects Contains item-level information about each document or object record associated with a unique instance of a workflow.
WorkflowObjects Contains workflow-level information about each workflow instance.
Workflows workflow__v
WorkflowTaskItemObjects Contains item-level information about each user task associated with a workflow.
WorkflowTaskObjects Contains task-level information about each user task associated with a workflow.
WorkflowVariables workflow_variable__sys

CData Cloud

AccountAuthorizations

account_authorization__v

Columns

Name Type Description
ID [KEY] String id
Account Authorization Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Account Authorization Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Collaborative Relationship End Date Date collaborative_relation_end_date__v
Collaborative Relationship Start Date Date collaborative_relation_start_date__v
Collaborative Relationship Inactive Bool collaborative_relationship_inactive__v
Collaborative Relationship State String collaborative_relationship_state__v
External ID String external_id__v
Mobile ID String mobile_id__v
Supervising Account Name String supervising_account_name__v
Account String account__v
Supervising Account String supervising_account__v
Owner String ownerid__v
Legacy CRM Id String legacy_crm_id__v

CData Cloud

Actions

action__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Checksum String checksum__sys
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Activities

activity__v

Columns

Name Type Description
ID [KEY] String id
Activity Type String object_type__v
Name String name__v
Status String status__v
Assigned To String assigned_to__v
Due Date Date due_date__v
First Assigned Date Datetime first_assigned_date__v
Last Assigned Date Datetime last_assigned_date__v
Start Datetime start__v
End Datetime end__v
State String activity_state__v
Completion Date Datetime completion_date__v
Complete Bool complete__v
Assigned Bool assigned__v
Object String object__v
Parent String parent__v
Task Object Type String task_object_type__v
Description String description__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Priority Decimal priority__sys
Global ID String global_id__sys
Link String link__sys

CData Cloud

AdminLinks

adminlink__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
Layout String layout__sys
Page String page__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

AdminSectionControllerCode

adminsectioncontrollercode__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

AdminSections

adminsection__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Server Code String server_code__sys
Tab String tab__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

AdminSettingTriggers

adminsettingtrigger__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Checksum String checksum__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ApplicationContextSelectors

applicationcontextselector__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Checksum String checksum__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ApplicationFamilyLicenseModels

applicationfamilylicensemodel__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ApplicationLicenseModelFields

applicensemodelfield__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ApplicationLicenseModels

applicensemodel__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ApplicationManifests

manifest__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ApplicationProfiles

application_profile__v

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Description String description__v
Profile Key String profile_key__v

CData Cloud

ApplicationProfiles2

crmapplicationprofile__v

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Description String description__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ApplicationProvisioners

sdkapplicationprovisioner__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ApplicationSecurityAssignments

appsecurityassignment__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
Security Rule String securityrule__sys
Application Security Field String appsecurityfield__sys
Security Field String securityfield__sys
field_name__sys String field_name__sys
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ApplicationSecurityFields

appsecurityfield__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
Multivalue Bool multi_value__sys
picklist_name__sys String picklist_name__sys
Type String type__sys
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ApplicationSecurityRules

appsecurityrule__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Help Content String help_content__sys
Allow Custom Objects Bool allow_custom_objects__sys
Description String description__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ApplicationUserLicenseModels

applicationuserlicensemodel__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ApplicationUserLicenseTypes

applicationuserlicensetype__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

AuditHistory

Retrieve complete audit history for a single document or for a single object record.

View Specific Information

Either the DocumentId column or the ObjectName and ObjectRecordId columns must be specified in order to query this view.

The Cloud will use the Vault CRM API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the Cloud.

  • DocumentId supports the '=' operator.
  • ObjectName supports the '=' operator.
  • ObjectRecordId supports the '=' operator.
  • StartDate supports the '=' operator.
  • EndDate supports the '=' operator.

For example, the following queries are processed server-side:

SELECT * FROM AuditHistory WHERE DocumentId = '8'
SELECT * FROM AuditHistory WHERE ObjectName = 'product__v' AND ObjectRecordId = '00P000000000601'
SELECT * FROM AuditHistory WHERE DocumentId = '3258' AND StartDate = '2020-01-01T01:13:36' AND EndDate = '2020-01-06T01:3:32'

Columns

Name Type Description
DocumentId String Identifier of the document.
ObjectName String The object Name.
ObjectRecordId String Identifier of the object record.
Id [KEY] String Identifier of the audit record.
Timestamp Datetime The time and date of the preformed action.
UserName String The name of the user responsible for the preformed action.
FullName String The full name of the user responsible for the preformed action.
Action String The name of the action performed on the object record or on the document.
Item String The type and name of the affected record or the number field value of the affected Document.
FieldName String The name of the affected field.
OldValue String The previous field value before the executed action.
OnBehalfOf String If the action completed by the user represents a different user, this field displays the name of the delegating user.
NewValue String The actual field value after the executed action.
ObjectLabel String The label of the affected object.
MigrationMode Bool Indicates that the object record was created using the X-VaultAPI-MigrationMode header with a specified state__v value.
WorkflowName String The name of the workflow that preformed the action.
TaskName String The name of the preformed workflow task.
Verdict String The verdict of the workflow task action.
Reason String The reason of the workflow task action verdict.
Capacity String The approval capacity of the workflow that preformed the action.
SignatureMeaning String The reason a signature was required for any manifested signature.
ViewLicense String Returns a value of View-Based User only when the user is assigned that license type. Otherwise, returns an empty string.
JobInstanceId String The Id of the Job Instance that preformed the action.
Version String The version of the affected Document.
DocumentUrl String The URL of the affected Document.
EventDescription String Description of the action that occurred.

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
StartDate Datetime Specify a start date to retrieve audit history. This date cannot be more than 30 days ago. If not stated, defaults to the vault's creation date.
EndDate Datetime Specify an end date to retrieve audit history. This date cannot be more than 30 days ago. If not stated, defaults to today's date.

CData Cloud

AvailableAnswerDesigns

Provides a dynamic view of all available answer design templates that can be applied to surveys, assessments, or questionnaires. This view helps users quickly locate and reuse consistent formatting and structure across forms.

Columns

Name Type Description
ID String Unique identifier assigned to each available answer design record within the system. This ID ensures entity traceability and supports internal references.
Name String The human-readable name of the answer design. This is typically used in user interfaces and reports to identify the answer option clearly.
Status String Current operational status of the answer design, indicating whether it is active, inactive, deprecated, or in draft state.
Created_By String Username or identifier of the user or process that originally created this answer design record.
Created_Date Datetime Timestamp representing when the answer design record was initially created in the system. Stored in UTC.
Last_Modified_By String Username or identifier of the user or automated process that last modified the answer design record.
Last_Modified_Date Datetime Timestamp for the most recent update to the answer design record. This helps track audit and versioning changes.
Answer_Text String The full text of the answer option as presented to the user. This text typically appears in response options for a given question design.
Question_Design String Reference to the associated question design this answer belongs to. Acts as a foreign key linking to a broader survey or form structure.
Order Int Numerical value indicating the display sequence of this answer within the list of possible answers. Lower values appear first.
Score Int Numeric score assigned to this answer option, used in evaluations, assessments, or logic-based workflows.
Lifecycle String The lifecycle model applied to this answer design, which defines the stages it transitions through, such as Draft, Review, and Approved.
Lifecycle_State String The current state within the defined lifecycle, such as Active, In Review, or Obsolete. This helps manage content governance.
Approver_Type String Indicates the type or role of the entity responsible for approving this answer design, such as Manager, Reviewer, or System Administrator.

CData Cloud

AvailableAnswers

Displays all available answer choices that can be used across different assessments or forms, ensuring standardized options are presented for selection within Vault-managed questionnaires.

Columns

Name Type Description
ID String Unique identifier for the available answer record. This value is system-generated and used to distinguish each answer entry.
Name String Descriptive name of the available answer, typically used to identify the answer option in user interfaces or reports.
Status String Current lifecycle state of the available answer, such as Active, Inactive, or Archived, which determines its visibility and availability.
Created_By String Username or identifier of the user who originally created the answer entry in the system.
Created_Date Datetime Timestamp indicating when the answer record was initially created. Stored in UTC and used for auditing purposes.
Last_Modified_By String Username or identifier of the user who most recently modified the answer record.
Last_Modified_Date Datetime Timestamp showing when the answer was last updated. This is useful for tracking changes and maintaining data accuracy.
Answer_Text String Text content of the answer that will be displayed to users in a questionnaire, form, or survey.
Response String System-recorded or user-defined response value that can be used for data processing, scoring, or conditional logic.
Order Int Numeric value indicating the display sequence of the answer option. Lower values appear earlier in the list.
Selected Bool Boolean flag that indicates whether this answer is currently selected or marked as the default choice in the related context.
Score Int Numerical score assigned to this answer for use in evaluations, grading logic, or analytics.
Approver_Type String Specifies the type of user or role responsible for approving the answer, if applicable. Could include values like Reviewer, Manager, or Admin.

CData Cloud

Binders

Retrieve all Binders.

Columns

Name Type Description
id [KEY] String id
version_id String version_id
Sharpness String file_meta_sharpness__v
Channels String file_meta_channels__v
Circle of Confusion String file_meta_circle_of_confusion__v
White Balance String file_meta_white_balance__v
Rendition Black Listed Bool rendition_black_list_flag__v
Sample Rate String file_meta_sample_rate__v
Format String format__v
Product String product__v
Version Creation Date Datetime version_creation_date__v
Medical Interaction String medx__v
Merge Fields Bool merge_fields__v
Major Version Number Decimal major_version_number__v
Created From String binder_created_from__v
Channel Assignment String channel_assignment__v
Sync Offline Bool syncoffline__v
Shutter Speed String file_meta_shutter_speed__v
Case String case__v
Brightness String file_meta_brightness__v
Source Document Name String source_document_name__v
Alpha Channel String file_meta_alpha_channel__v
Annotations (Links) Decimal annotations_links__v
Metadata String binder_metadata__v
Source Owner String source_owner__v
ISO Speed String file_meta_iso_speed__v
Link Status String link_status__v
Bookmarks Edited Bool bookmarks_edited__sys
GPS String file_meta_gps__v
Y Cb Cr Positioning String file_meta_ycbcr_positioning__v
Copyright String file_meta_copyright__v
Production CDN URL String production_cdn_url__v
Lifecycle Stage String stage__sys
Annotations (All) Decimal annotations_all__v
OCR Requested Bool ocr_requested__sys
Global Version ID String global_version_id__sys
Annotations (Permalinks) Decimal annotations_permalink__v
Light Source String file_meta_light_source__v
Status String status__v
Rendition Suppressed Bool suppress_rendition__v
Binder Locked Bool binder_locked__v
Last Auto-Filed Date Datetime binder_last_autofiled_date__v
Source Document ID Decimal source_document_id__v
File Name String filename__v
FTP Source Location String ftp_source_location__v
Device String file_meta_device__v
Media Description String file_meta_media_description__v
Latest Source Major Version Decimal latest_source_major_version__v
Source Vault Name String source_vault_name__v
File Security String file_security__v
Duration String file_meta_duration__v
Checked Out By String locked_by__v
Flash String file_meta_flash__v
Frame Rate String file_meta_frame_rate__v
Annotations (Auto Links) Decimal annotations_auto__v
Red Eye String file_meta_red_eye__v
Orientation String file_meta_orientation__v
Caller ID String caller_id__v
Certified Copy Bool certified_copy__v
Contrast String file_meta_contrast__v
Version Created By String version_created_by__v
Component Configuration String file_meta_component_configuration__v
Exposure Mode String file_meta_exposure_mode__v
Annotations (Anchors) Decimal annotations_anchors__v
Document Number String document_number__v
Reviewer String reviewer__v.users
Reviewer2 String reviewer__v.groups
Source Number String source_document_number__v
Lens String file_meta_lens__v
Media Title String file_meta_title__v
Minor Version Number Decimal minor_version_number__v
Display Resolution String file_meta_display_resolution__v
Language String file_meta_language__v
Metering Mode String file_meta_metering_mode__v
Album String file_meta_album__v
Media Comments String file_meta_comments__v
Lifecycle State Stage ID String state_stage_id__sys
File Created By String file_created_by__v
Viewer String viewer__v.users
Viewer2 String viewer__v.groups
Notes String notes__v
Source Vault Connection String source_connection__sys
Lifecycle String lifecycle__v
Aperture String file_meta_aperture__v
Genre String file_meta_genre__v
Publisher String file_meta_publisher__v
Field of View String file_meta_fields_of_view__v
Archived Date Datetime archived_date__sys
Claims String related_claims__v
Bound Source Minor Version Decimal bound_source_minor_version__v
File Last Modified Date Datetime file_modified_date__v
Approver String approver__v.users
Approver2 String approver__v.groups
File Created Date Datetime file_created_date__v
Global ID String global_id__sys
Exposure Compensation String file_meta_exposure_compensation__v
Subtype String subtype__v
Year Decimal file_meta_year__v
Original Date String file_meta_original_date__v
Light String file_meta_light__v
Template Document Type String template_doctype__v
Resolution String file_meta_resolution__v
Color Space String file_meta_color_space__v
File Last Modified By String file_modified_by__v
Distribution Contacts String distribution_contacts__v
Document Link String link__sys
Digital Publishing Bool cdn_content__v
Source Binding Rule String source_binding_rule__v
Consumer String consumer__v.users
Consumer2 String consumer__v.groups
CrossLink Bool crosslink__v
Is Latest Version Bool latest_version__v
Annotations (Notes) Decimal annotations_notes__v
Encoding Process String file_meta_encoding_process__v
Classification String classification__v
Suggested Links Decimal annotations_suggested__v
Focal Length String file_meta_focal_length__v
Saturation String file_meta_saturation__v
Checked Out Bool locked__v
Name String name__v
Megapixel String file_meta_megapixel__v
Disc Number String file_meta_disc_number__v
Pages Decimal pages__v
Checked Out Date Datetime locked_date__v
Bound Source Major Version Decimal bound_source_major_version__v
Preprocessed Bool preprocessed__v
Keywords String file_meta_keywords__v
Tags String tags__v
Type String type__v
Description String description__v
Export File Name String export_filename__v
Artist String file_meta_artist__v
Title String title__v
Size Decimal size__v
Source Vault Connection Name String source_connection_name__sys
Last Auto-Filed By String binder_last_autofiled_by__v
Software String file_meta_software__v
Pages OCR'ed (%) Decimal pages_ocred_percent__sys
Checksum String md5checksum__v
Staging CDN URL String staging_cdn_url__v
Bit Rate String file_meta_bit_rate__v
Annotations (Unresolved) Decimal annotations_unresolved__v
Last Modified By String last_modified_by__v
Document Version Link String version_link__sys
Annotations (Approved Links) Decimal annotations_approved__v
Gain Control String file_meta_gain_control__v
Created Date Datetime document_creation_date__v
Image Size String file_meta_image_size__v
Audio Codec String file_meta_audio_codec__v
Video Codecs String file_meta_video_codecs__v
Binder Bool binder__v
Key Message String key_message__v
Annotations (Resolved) Decimal annotations_resolved__v
Coordinator String coordinator__v.users
Coordinator2 String coordinator__v.groups
Author String file_meta_author__v
Annotations (Lines) Decimal annotations_lines__v
Last Modified Date Datetime version_modified_date__v
Batch Number String batch_number__v
Media Location String file_meta_location__v
External ID String external_id__v
Rendition Profile String rendition_profile__v
Source Vault ID Decimal source_vault_id__v
Annotations (Claim Links) Decimal annotations_claim__v
Created By String created_by__v
Disable Vault Overlays Bool disable_vault_overlays__v
Editor String editor__v.users
Editor2 String editor__v.groups
Latest Source Minor Version Decimal latest_source_minor_version__v
Owner String owner__v
Track String file_meta_track__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

BinderSectionsMetadata

binder_metadata__v

Columns

Name Type Description
Status String status__v
Section Id String section_id__v
Propagate Bool propagate__v
Allow Dynamic Filing Bool allow_dynamic_filing__v
DocType String doctype__v
SubType String subtype__v
Classification String classification__v
Field 1 Attribute Key String field_1_attribute_key__v
Field 1 Attribute Value String field_1_attribute_value__v
Field 1 Defining Node String field_1_defining_node__v
Field 1 Display Order Decimal field_1_display_order__v
Field 2 Attribute Key String field_2_attribute_key__v
Field 2 Attribute Value String field_2_attribute_value__v
Field 2 Defining Node String field_2_defining_node__v
Field 2 Display Order Decimal field_2_display_order__v
Field 3 Attribute Key String field_3_attribute_key__v
Field 3 Attribute Value String field_3_attribute_value__v
Field 3 Defining Node String field_3_defining_node__v
Field 3 Display Order Decimal field_3_display_order__v
Field 4 Attribute Key String field_4_attribute_key__v
Field 4 Attribute Value String field_4_attribute_value__v
Field 4 Defining Node String field_4_defining_node__v
Field 4 Display Order Decimal field_4_display_order__v
Field 5 Attribute Key String field_5_attribute_key__v
Field 5 Attribute Value String field_5_attribute_value__v
Field 5 Defining Node String field_5_defining_node__v
Field 5 Display Order Decimal field_5_display_order__v
Field 6 Attribute Key String field_6_attribute_key__v
Field 6 Attribute Value String field_6_attribute_value__v
Field 6 Defining Node String field_6_defining_node__v
Field 6 Display Order Decimal field_6_display_order__v
Field 7 Attribute Key String field_7_attribute_key__v
Field 7 Attribute Value String field_7_attribute_value__v
Field 7 Defining Node String field_7_defining_node__v
Field 7 Display Order Decimal field_7_display_order__v
Field 8 Attribute Key String field_8_attribute_key__v
Field 8 Attribute Value String field_8_attribute_value__v
Field 8 Defining Node String field_8_defining_node__v
Field 8 Display Order Decimal field_8_display_order__v
Field 9 Attribute Key String field_9_attribute_key__v
Field 9 Attribute Value String field_9_attribute_value__v
Field 9 Defining Node String field_9_defining_node__v
Field 9 Display Order Decimal field_9_display_order__v
Field 10 Attribute Key String field_10_attribute_key__v
Field 10 Attribute Value String field_10_attribute_value__v
Field 10 Defining Node String field_10_defining_node__v
Field 10 Display Order Decimal field_10_display_order__v
ID [KEY] String id
Name String name__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Global ID String global_id__sys
Link String link__sys

CData Cloud

BPRParameters

Provides a compiled view of Business Process Review (BPR) configuration parameters, including default settings and thresholds used to guide workflow behaviors and process evaluations.

Columns

Name Type Description
ID String Unique identifier for the BPR Parameters record, used as the primary key within the system.
Print_Parameters_Type String Specifies the type of print configuration or parameter set applied for the batch production record.
Name String Descriptive name assigned to the BPR Parameters configuration, typically user-defined.
Status String Current lifecycle status of the record, such as Active, Inactive, or Archived, indicating availability or usage state.
Created_By String Username or identifier of the individual or system that initially created the BPR Parameters record.
Created_Date Datetime Timestamp capturing the exact date and time the record was created.
Last_Modified_By String Username or identifier of the last user to modify the record, used for tracking data changes.
Last_Modified_Date Datetime Date and time of the most recent update to the BPR Parameters record.
BOM_Added_1 String Indicates whether the first Bill of Materials (BOM) entry has been added to the batch record.
BOM_Description_1 String Textual description of the first BOM item, summarizing its composition or purpose in the batch process.
BOM_Mass_1 String Mass of the first BOM component, usually provided in grams, kilograms, or another relevant unit.
BOM_Material_1 String Material identifier or name for the first BOM item, typically sourced from an approved materials list.
BOM_PPMDS_1 String Reference to the PPMDS (Product and Process Material Data Sheet) associated with the first BOM component.
BOM_Quantity_1 String Quantity of the first BOM item required or used in the batch production, excluding units.
BOM_UOM_1 String Unit of measure (UOM) for the quantity of the first BOM component, such as g, kg, L, or mL.
BOM_Verified_1 String Status flag or name of verifier confirming the accuracy or presence of the first BOM item.
BOM_Total_Mass String Calculated total mass of all BOM components combined in the batch production.
Change_Description String Detailed notes describing any changes made to the BOM or process parameters, including rationale.
Control_Mechanism String Defined process control or quality assurance mechanism applied during batch processing.
BOM_Description_2 String Description of the second BOM item used in the batch, explaining its function or contents.
BOM_Description_3 String Description of the third BOM component included in the batch process.
BOM_Description_4 String Textual detail for the fourth BOM item, highlighting its characteristics or purpose.
BOM_Description_5 String Narrative summary of the fifth BOM material, typically including its role or formulation details.
BOM_Material_2 String Material code or label for the second BOM entry associated with the production record.
BOM_Material_3 String Identifier or label for the third BOM material.
BOM_Material_4 String Material name or code used for the fourth BOM item in the list.
BOM_Material_5 String Fifth BOM material identifier, referencing the specific input used in manufacturing.
BOM_UOM_3 String Unit of measure applied to the third BOM item's quantity value.
BOM_UOM_4 String Measurement unit used for the fourth BOM quantity, such as g, kg, mL, or L.
BOM_Mass_2 String Weight or mass value assigned to the second BOM item, reflecting physical input to production.
BOM_Mass_3 String Third BOM item's total weight, used in calculations and compliance tracking.
BOM_Mass_4 String Mass of the fourth BOM component, expressed in its standard unit of measurement.
BOM_Mass_5 String Fifth BOM component's mass, important for formulation and balance tracking.
BOM_UOM_2 String Unit of measure for the second BOM entry, clarifying how the associated quantity should be interpreted.
BOM_UOM_5 String Measurement unit for the fifth BOM material, used to validate quantity compliance and formulation accuracy.

CData Cloud

BusinessAreas

Aggregates and presents distinct business areas within the enterprise, such as functional domains or product lines, typically used for segmentation, reporting, or role-based access.

Columns

Name Type Description
ID String Unique identifier for the business area record, typically assigned by the system to ensure consistent tracking and reference.
Name String The name of the business area, used to label and differentiate organizational domains or divisions within the Veeva Vault system.
Status String Indicates the current state of the business area, such as Active, Inactive, or Archived, which determines its availability and relevance in workflows.
Created_By String The username or system identifier of the user who originally created the business area entry in the Vault environment.
Created_Date Datetime The date and time when the business area record was first created, stored in Coordinated Universal Time (UTC) format.
Last_Modified_By String The username or system identifier of the user who last modified the business area record, allowing for auditability and change tracking.
Last_Modified_Date Datetime The date and time when the business area record was most recently updated, stored in Coordinated Universal Time (UTC) format.

CData Cloud

CacheType

sdkcachetype__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

CallDetails

call2_detail__v

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Call Detail Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Detail Priority Text String detail_priority_text__v
Detail Priority Decimal detail_priority__v
Mobile ID String mobile_id__v
Override Lock Bool override_lock__v
Type String type__v
Call String call2__v
Detail Group String detail_group__v
Product String product__v
Is Parent Call? Decimal is_parent_call__v
Legacy CRM Id String legacy_crm_id__v

CData Cloud

CallDiscussions

call2_discussion__v

Columns

Name Type Description
ID [KEY] String id
Call Discussion Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Call Discussion String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Activity String activity__c
Attendee Type String attendee_type__v
Call Mobile ID String call2_mobile_id__v
Date Date call_date__v
Comments String comments__c
Discussion Topics String discussion_topics__c
Entity Reference Id String entity_reference_id__v
Indication String indication__c
Mobile ID String mobile_id__v
Override Lock Bool override_lock__v
Presentation String presentation__c
Restricted Comments String restricted_comments__c
Slides String slides__c
Account Tactic String account_tactic__v
Account String account__v
Call String call2__v
Detail Group String detail_group__v
Medical Event String medical_event__v
Product Strategy String product_strategy__v
Product String product__v
User String user__v
Is Parent Call? Decimal is_parent_call__v
Legacy CRM Id String legacy_crm_id__v
Vault Clinical External ID String vault_clinical_external_id__v
Clinical Study String vault_clinical_study__v
Product Tactic String product_tactic__v
Clinical Site String vault_clinical_site__v
Product2 String product_map__v
Person String person__v

CData Cloud

CallExpenses

call2_expense__v

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Call Expense Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Amount Decimal amount__v
Amount Corp Decimal amount_corpv__sys
Local Currency String local_currency__sys
Attendee Type String attendee_type__v
Date Date call_date__v
Entity Reference Id String entity_reference_id__v
Mobile ID String mobile_id__v
Note String note__v
Override Lock Bool override_lock__v
Type String type__v
Account String account__v
Call String call2__v
User String user__v
Is Parent Call? Decimal is_parent_call__v
Legacy CRM Id String legacy_crm_id__v
Person String person__v

CData Cloud

CallKeyMessages

call2_key_message__v

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Key Message Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Attendee Type String attendee_type__v
CLM ID String clm_id__v
Date Date call_date__v
Share Method String share_channel__v
Category String category__v
CLM Presentation Name String clm_presentation_name__v
Version String clm_presentation_version__v
Display Order Decimal display_order__v
Duration Decimal duration__v
Entity Reference Id String entity_reference_id__v
Entity Reference KM Id String entity_reference_km_id__v
Key Message Name2 String key_message_name__v
Mobile ID String mobile_id__v
Override Lock Bool override_lock__v
Presentation ID String presentation_id__v
Reaction String reaction__v
Segment String segment__v
Slide Version String slide_version__v
Start Time Datetime start_time__v
Vehicle String vehicle__v
Account String account__v
Call String call2__v
CLM Presentation String clm_presentation__v
Detail Group String detail_group__v
Key Message String key_message__v
Product String product__v
User String user__v
Is Parent Call? Decimal is_parent_call__v
Legacy CRM Id String legacy_crm_id__v
Detail Removed Bool detail_removed__v
Person String person__v
Custom Reaction String custom_reaction__v
Custom Vehicle String custom_vehicle__v

CData Cloud

CallSamples

call2_sample__v

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Call Sample Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Amount Decimal amount__v
Amount Corp Decimal amount_corpv__sys
Local Currency String local_currency__sys
Apply_Limit Bool apply_limit__v
Attendee Type String attendee_type__v
Barcode Scan Bool barcode_scan__v
Call Mobile ID String call2_mobile_id__v
Date Date call_date__v
Cold Chain Status String cold_chain_status__v
Custom Text String custom_text__v
Delivery Status String delivery_status__v
Distributor String distributor__v
Entity Reference Id String entity_reference_id__v
Limit Applied Bool limit_applied__v
Lot # String lot__v
Manufacturer String manufacturer__v
Mobile ID String mobile_id__v
Override Lock Bool override_lock__v
Product Value Decimal product_value__v
Product Value Corp Decimal product_value_corpv__sys
Quantity Decimal quantity__v
Tag Alert Number String tag_alert_number__v
Account String account__v
Call String call2__v
Product String product__v
Is Parent Call? Decimal is_parent_call__v
Legacy CRM Id String legacy_crm_id__v

CData Cloud

CampaignActivities

campaign_activity__v

Columns

Name Type Description
ID [KEY] String id
Campaign Activity Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Campaign Activity Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Description String description__v
Email Fragment Vault Doc IDs String email_fragment_vault_doc_ids__v
Email Fragments String email_fragments__v
Email Template Vault Doc ID String email_template_vault_doc_id__v
End Time Datetime end_time__v
External ID String external_id__v
Publish Date Date publish_date__v
Scheduled Send Datetime Datetime scheduled_send_datetime__v
Start Time Datetime start_time__v
Vault Instance ID String vault_instance_id__v
Legacy CRM Id String legacy_crm_id__v
Campaign String campaign__v
Detail Group String detail_group__v
Email Template String email_template__v
Product String product__v
Sender String sender__v
Reply To String reply_to__v
Account Email Source String account_email_source__v

CData Cloud

CDNDistributionStatuses

cdn_distribution_status__v

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Action String action__v
Attempt Status String attempt_status__v
Document String document__v
Environment String environment__v
Global ID String global_id__sys
Link String link__sys

CData Cloud

ChangeControlNumber

Provides a derived view used for tracking and referencing change control identifiers across quality and regulatory workflows, supporting traceability and audit readiness for compliance-driven processes.

Columns

Name Type Description
ID String Unique identifier for the change control record. This value is automatically generated by the system and used as the primary key for tracking the change request.
Name String Descriptive name or title assigned to the change control record. This name helps users easily identify and reference the change control within the system.
Status String Current lifecycle state of the change control, such as Draft, In Review, Approved, or Cancelled. This status indicates the progress of the change through the review and approval workflow.
Created_By String Username or system account that initially created the change control record. This value provides traceability for the origin of the request.
Created_Date Datetime Timestamp representing the date and time when the change control record was first created in the system.
Last_Modified_By String Username or system account that last updated the change control record. This is useful for tracking who made the most recent edits.
Last_Modified_Date Datetime Timestamp indicating when the change control record was last modified. This value helps determine the currency of the record.

CData Cloud

ChannelUsages

channel_usage__v

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Activity Count Decimal activity_count__v
Activity Date Date activity_date__v
Activity Type String activity_type__v
Document String document__v
Document (unbound) Decimal document_unbound__v
Edge Location String edge_location__v
Rendition Type String rendition_type__v
Global ID String global_id__sys
Link String link__sys

CData Cloud

ChecklistDesigns

Provides a structured overview of checklist templates and design metadata used across Vault to ensure compliance and process consistency. Includes versioning, design logic, and associated task rules.

Columns

Name Type Description
ID String Unique identifier for the checklist design record. This value is system-generated and used internally for referencing the record.
Object_Type String Specifies the type of object associated with the checklist design. This is typically corresponds to a Vault object type used in related workflows.
Checklist_Name String The user-defined name of the checklist design. This name is used to distinguish different checklists within the Vault environment.
Status String Indicates the current status of the checklist design, such as Active, Inactive, or Draft. This is used for lifecycle and filtering logic.
Created_By String Username or identifier of the user who created the checklist design. This is useful for tracking authorship and auditing changes.
Created_Date Datetime Timestamp indicating when the checklist design record was initially created in the system.
Last_Modified_By String Username or identifier of the user who last modified the checklist design. Helps maintain an audit trail for updates.
Last_Modified_Date Datetime Timestamp of the most recent modification to the checklist design record.
Checklist_Type String Specifies the category or purpose of the checklist, such as Quality Checklist, Safety Checklist, or Compliance Checklist.
Lifecycle String Name of the lifecycle assigned to the checklist design. The lifecycle governs state transitions and workflow behaviors.
Lifecycle_State String Current state of the checklist design within its assigned lifecycle, such as Draft, Under Review, or Approved.
Field_Matching_Enabled Bool Indicates whether automatic field matching is enabled for this checklist design. If true, the system attempts to match checklist fields to corresponding data fields in records.
Weightings_Enabled Bool Indicates whether weightings are applied to checklist items. When enabled, each item can be assigned a weight that contributes to an overall score or evaluation metric.

CData Cloud

Checklisteventhandlers

checklisteventhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ChecklistMatchingFields

checklistmatchingfield__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Checklists

Aggregates checklist instances generated from design templates, tracking progress, completion status, associated records, and responsible users for audits, clinical studies, or regulatory tasks.

Columns

Name Type Description
ID String Unique identifier for the checklist record, typically a system-generated UUID used to track and reference each checklist entry.
Object_Type String Specifies the type of the object represented by the checklist, which can indicate how the checklist is used or categorized within the system.
Name String Descriptive name assigned to the checklist, intended to clearly convey its purpose or the context in which it is used.
Status String Current status of the checklist, reflecting whether it is active, inactive, in progress, or completed, depending on the business process.
Created_By String Username or identifier of the user who originally created the checklist record.
Created_Date Datetime Timestamp indicating when the checklist was first created in the system.
Last_Modified_By String Username or identifier of the last user who updated the checklist.
Last_Modified_Date Datetime Timestamp of the most recent modification to the checklist, indicating its last update.
Checklist_Type String Specifies the classification or template type of the checklist, which can determine which fields, logic, or validations apply.
Respondent String User or role responsible for responding to or completing the checklist tasks or questions.
Checklist_Design String Reference to the design or template that defines the structure, questions, and layout of the checklist.
Lifecycle String Name of the lifecycle to which this checklist is assigned, typically governing the allowed states and transitions.
Lifecycle_State String The current state of the checklist within its lifecycle, reflecting where it stands in the defined business process.
Approver_Type String Defines the role, group, or criteria for determining who is authorized to approve this checklist.
Target_Quality_Event String Identifier or reference to the related quality event that this checklist is associated with or supports.
Score_ Int Numeric value representing the overall score of the checklist, which can be calculated based on responses or evaluation rules.
Field_Matching_Enabled Bool Indicates whether field-level matching is enabled for the checklist, allowing for validation or mapping of responses to predefined criteria.
Weightings_Enabled Bool Boolean value indicating whether scoring weightings are applied to questions or sections within the checklist.

CData Cloud

ChecklistTypes

checklisttype__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Designer Layout String designer_layout__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ChecklistUIControl

checklistuicontrol__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Banner Control String banner_control__sys
Question Control String question_control__sys
Button Control String button_control__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Claims

annotation_keywords__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Lifecycle String lifecycle__v
Lifecycle State String state__v
Lifecycle State Stage ID String state_stage_id__sys
Lifecycle Stage String stage__sys
Match Text String match_text__sys
Category String annotation_keyword_category__v
Global ID String global_id__sys
Link String link__sys
Create From Annotation ID String create_from_annotation_id__sys
Create From Annotation Source String create_from_annotation_source__sys
Create From Annotation Source (unbound) Decimal create_from_annotation_source_unbound__sys

CData Cloud

ClientDistributions

clientdistribution__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

CloningRule

sdkcloningrule__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ComponentAdminUI

componentadminui__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ComponentAdminUIAction

componentadminuiaction__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Component Type String component_type__sys
Subcomponent Type String subcomponent_type__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Componentattributepermissions

componentattributepermission__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Componentdirectoryeventhandlers

componentdirectoryeventhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Checksum String checksum__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ComponentProperties

componentproperty__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
Property value String property_value__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ComponentPropertySets

componentpropertyset__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Subcomponent Reference String subcomponent_ref__sys
Component Reference String component_ref__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ComponentRecordHandlers

sdkcomponentrecordhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Componentsecuritys

componentsecurity__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ConnectionBackedCrossLinks

connection_backed_crosslink__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Global ID String global_id__sys
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Link String link__sys
CrossLink Document ID String crosslink_document_id__sys
CrossLink Vault ID String crosslink_vault_id__sys
Source Connection Record Reference String source_connection_record_reference__sys
Source Document ID String source_document_id__sys

CData Cloud

ConnectionClients

connection_client__sys

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Connection String connection__sys
Client ID String client_id__sys

CData Cloud

Connections

queueconnection__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
Connection Type String connection_type__sys
Connection Name String connection_name__sys
Deliver to Queue String deliver_to_queue__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ConnectionStats

connection_stats__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Global ID String global_id__sys
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Link String link__sys
Connection String connection__sys
Messages Sent Decimal messages_sent__sys
Messages Received Decimal messages_received__sys
Messages Failed Decimal messages_failed__sys

CData Cloud

ConsentHeaders

consent_header__v

Columns

Name Type Description
ID [KEY] String id
Consent Header Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Allow Confirmation by Email Bool allow_confirmation_by_email__v
Approved Email Consent Level String approved_email_consent_level__v
Consent Header Help Text String consent_header_help_text__v
Inactive Datetime Datetime inactive_datetime__v
Reject Channel Source Edit On Cancel Bool reject_channel_source_edit_on_cancel__v
Request Receipt Bool request_receipt__v
Signature Required On Opt-Out Bool signature_required_on_opt_out__v
Consent Header Status String consent_header_status__v
Subscription Option Decimal subscription_option__v
Owner String ownerid__v
Lifecycle String lifecycle__v
Lifecycle State String state__v
Lifecycle State Stage ID String state_stage_id__sys
Lifecycle Stage String stage__sys
Legacy CRM Id String legacy_crm_id__v
Country String country__v
Language String language__v
Custom List Unsubscribe Header String custom_list_unsubscribe_header__v
Consent Managed Externally Bool consent_managed_externally__v
External Consent Link (Browser) String external_consent_link_browser__v
External Consent Link (iOS) String external_consent_link_ios__v
External Consent Link (Windows) String external_consent_link_windows__v

CData Cloud

ConsentTemplates

consent_template__v

Columns

Name Type Description
ID [KEY] String id
Consent Template Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Template Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Calendar Effective Date Date calendar_effective_date__v
End Date Date end_date__v
Expiration Threshold Decimal expiration_threshold__v
Expiration Type String expiration_type__v
Start Date Date start_date__v
Owner String ownerid__v
Legacy CRM Id String legacy_crm_id__v

CData Cloud

ControlCode

controlcode__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Controls

control__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Server Code String server_code__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Countries

country__v

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
External ID String external_id__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Global ID String global_id__sys
Link String link__sys
Code String code__sys
Country String country_cda__v

CData Cloud

CRMCustomExceptionMappings

crm_custom_exception_mapping__v

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Custom Mapping Type String custom_mapping_type__v
Relationship Direction String relationship_direction__v
SFDC Value String sfdc_value__v
Vault Object Name String vault_object_name__v
Vault Picklist Name String vault_picklist_name__v
Vault Value String vault_value__v

CData Cloud

CrosslinkSourceEvents

crosslink_source_event__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Global ID String global_id__sys
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Link String link__sys
Crosslink Vault ID String crosslink_vault_id__v
Document String doc_ver__v
Document (unbound) Decimal document_unbound__v
Source Version Event String source_version_event__sys

CData Cloud

CustomWebApis

customwebapi__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
API Group String api_group__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Dashboards

dashboard__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
API Name String api_name__v
Description String description__sys
Tags String tags__sys
Is Shared? Bool is_shared__sys
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v

CData Cloud

Departments

Provides a filtered or joined view of department-related metadata, often used for access control, reporting, or organizational hierarchy alignment within Vault.

Columns

Name Type Description
ID String Unique identifier for the department record, assigned by the system to ensure data integrity and referencing consistency.
Department_Name String Official name of the department as recorded in the organizational structure. This value is typically used for display in user interfaces and reporting.
Status String Current operational status of the department, such as Active, Inactive, or Archived. This field helps determine department availability in workflows and user selections.
Department_Number_Code String Alphanumeric code that uniquely identifies the department within the organization. Often used for internal classification, reporting, and system integration.
External_ID String Identifier used to map the department to an external system or reference. This is useful for integrations with HR, ERP, or legacy systems.
Created_By String Username or identifier of the user or system that initially created the department record. This is used for auditing and traceability.
Created_Date Datetime Timestamp indicating when the department record was first created. Stored in UTC and used for historical tracking.
Last_Modified_By String Username or identifier of the user or system that last updated the department record. Helps track changes over time.
Last_Modified_Date Datetime Timestamp of the most recent modification to the department record. This is useful for identifying the latest updates and maintaining version control.

CData Cloud

Dependencies

Displays the relationships and dependencies between configuration components such as objects, fields, workflows, and picklists. This helps in impact analysis and change planning.

Columns

Name Type Description
ID String Unique identifier for the dependency record, used to distinguish it from other entries within the table.
Dependency_Type String Specifies the type of dependency that exists, such as question-to-question or section-to-question dependency, which determines how different form components are interrelated.
Name String Descriptive label or name assigned to the dependency, often used to identify it in user interfaces or reports.
Status String Current lifecycle state of the dependency, such as Active, Inactive, or Archived, which controls whether it is enforced in the system.
Created_By String Username or system identifier of the user who initially created the dependency record.
Created_Date Datetime Timestamp indicating when the dependency was first created in the system.
Last_Modified_By String Username or system identifier of the last user who modified the dependency record.
Last_Modified_Date Datetime Timestamp showing the most recent date and time when the dependency record was updated.
Behavior String Defines the functional behavior triggered by the dependency, such as showing or hiding dependent fields based on the controlling condition.
Checklist String References a checklist that the dependency is associated with, indicating the context or form where the dependency is applied.
Controlling_Question String Identifier of the question that controls the behavior of one or more dependent elements, typically used in conditional logic.
Dependent_Question String Identifier of the question that is conditionally affected by the controlling question, activated or modified based on specified criteria.
Answer String The specific response value from the controlling question that triggers the dependency logic to affect the dependent question or section.
Dependent_Section String Specifies the section within a form or checklist that is affected when the dependency condition is met.

CData Cloud

DependencyDesigns

Offers a visual or structural representation of Vault dependencies for configuration items, useful for system design audits and maintenance assessments.

Columns

Name Type Description
ID String Unique identifier for the dependency design entry, used to distinguish it from all other records within the system.
Dependency_Design_Type String Specifies the classification of the dependency design, such as section dependency, question dependency, or checklist dependency, indicating how conditional logic is applied.
Name String Descriptive name of the dependency design, used to identify the purpose or intent of the dependency configuration.
Status String Indicates the current state of the dependency design, such as Active, Inactive, or Draft, to help determine its readiness for use.
Created_By String Username or identifier of the user who initially created this dependency design record.
Created_Date Datetime Timestamp recording the date and time when this dependency design was first created in the system.
Last_Modified_By String Username or identifier of the user who last updated the dependency design record.
Last_Modified_Date Datetime Timestamp reflecting the most recent update made to this dependency design.
Behavior String Defines how the dependent element behaves based on the controlling element, such as visibility toggling or conditional requirement.
Checklist String Name or identifier of the checklist that includes this dependency, if the dependency applies to a checklist context.
Controlling_Question String Identifier or label of the question that determines the condition under which the dependent element is triggered.
Dependent_Question String Identifier or label of the question that is affected by the controlling question based on the defined behavior.
Answer String The specific answer value or values from the controlling question that trigger the behavior on the dependent question or section.
Dependent_Section String The form section that becomes active or hidden depending on the specified answer to the controlling question.
Lifecycle String Name of the lifecycle associated with this dependency design, linking the logic to a specific document or data process lifecycle.
Lifecycle_State String Current lifecycle state in which the dependency design is active, such as Draft, Approved, or Retired, helping to scope the logic within defined workflow stages.

CData Cloud

DocumentActions

docaction__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
lifecycle_name__sys String lifecycle_name__sys
Checksum String checksum__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

DocumentChangeControls

View providing details of change control records related to document modifications, including lifecycle transitions, versioning events, and review workflows.

Columns

Name Type Description
ID String Unique identifier for the document change control record. This is used to reference the entry in the system.
Name String Descriptive name assigned to the document change control, often summarizing the nature or scope of the change.
Status String Current processing status of the document change control, such as Draft, In Review, Approved, or Rejected.
Description String Detailed explanation of the change request, including background, objectives, and the documents impacted.
Reason String Justification for initiating the document change control, such as compliance requirements, process updates, or error corrections.
Proposed_Implementation_Date Date Target date on which the proposed changes are expected to be implemented, subject to approval.
Created_By String Username or identifier of the individual who initially created the document change control record.
Created_Date Datetime Timestamp indicating when the document change control record was created in the system.
Last_Modified_By String Username or identifier of the individual who last updated the document change control record.
Last_Modified_Date Datetime Timestamp indicating the most recent modification to the document change control record.
Lifecycle String Name of the lifecycle associated with this document change control, dictating its governance and transition rules.
Lifecycle_State String Current state within the assigned lifecycle, representing the document change control's stage in the workflow.
Change_Control String Reference to the overarching change control process or record to which this document change control is linked.
Training_Required Bool Indicates whether associated personnel must complete training before or after the change is implemented.

CData Cloud

DocumentChangeControlSignature

View capturing electronic signature events tied to document change controls, helping verify who approved, reviewed, or signed off on regulated document updates.

Columns

Name Type Description
ID String Unique identifier for the document change control signature record. This is used as a primary key for referencing the record in the system.
Name String Descriptive name of the signature record, typically indicating the purpose or subject of the document approval step.
Status String Current lifecycle status of the signature record, such as Active, Inactive, or Completed, reflecting the workflow stage.
Created_By String Username or system identifier of the individual who initially created the signature record in the Vault environment.
Created_Date Datetime Timestamp indicating when the signature record was first created in the system, stored in UTC.
Last_Modified_By String Username or system identifier of the person who most recently updated the signature record.
Last_Modified_Date Datetime Timestamp for the last update to the signature record, providing an audit trail for changes.
Signature_Name String Formal name assigned to the signature instance, often aligned with regulatory or procedural requirements.
Signer String Name or identifier of the individual responsible for signing off on the document as part of the change control process.
Signature_Time String Exact date and time when the signature was applied by the signer, captured to satisfy audit and compliance needs.
Signature_Meaning String Declared intent behind the signature (such as Approved, Reviewed, or Rejected), aligned with regulatory compliance.
Verdict String Outcome of the signature task, such as Approved or Rejected, reflecting the signer's decision.
Task_Label String Descriptive label for the workflow task associated with the signature, providing context within the document lifecycle.
Workflow_Label String Name or label of the overall workflow process in which the signature was collected, used to track document flow.
Signature_Type String Classification of the signature, such as Electronic, Digital, or Wet Ink, indicating the method used for signing.
Signature_Status String Current status of the signature within the workflow, such as Pending, Completed, or Voided.
Signature_Instructions String Detailed instructions or procedural guidelines provided to the signer before applying the signature.
Signed_Record String Reference to the document or item that was signed, linking the signature to the specific record under change control.

CData Cloud

DocumentChangeLogs

View presenting the audit trail for changes made to documents, tracking user actions, timestamps, and associated change control identifiers.

Columns

Name Type Description
ID String Unique identifier for the document change log entry, used to distinguish each record in the system.
Name String Human-readable name or title of the document change log entry, typically describing the change request.
Status String Current status of the change log entry, such as Draft, In Review, Approved, or Rejected, indicating the stage of the workflow.
Description String Detailed explanation of the change being requested or documented, including background context and scope.
Reason String Justification or rationale for why the document change is being requested, such as compliance updates, corrections, or improvements.
Target_Document String Reference to the document that is subject to change, typically using the document's unique Vault ID or name.
Target_Document_unbound_ Int Internal system reference to the unbound version of the target document, used during pre-binding stages of change processing.
Requested_Implementation_Date Date Date on which the requester would like the proposed change to be implemented, used for scheduling and prioritization.
Governing_Change_Control String Identifier or reference to the overarching change control record that governs this document change, used to ensure traceability and compliance.
Created_By String Username or ID of the person who created the change log entry, indicating ownership and audit history.
Created_Date Datetime Timestamp of when the change log entry was initially created, including both date and time for precise tracking.
Last_Modified_By String Username or ID of the last user who modified the change log entry, useful for change tracking and accountability.
Last_Modified_Date Datetime Date and time of the most recent update to the change log entry, reflecting the latest modification event.
Lifecycle String The lifecycle definition associated with the change log entry, which governs allowed state transitions and business rules.
Lifecycle_State String Current state within the defined lifecycle, such as Draft, In Approval, or Effective, indicating where the entry is in its progression.

CData Cloud

Documentcontenteventhandler

documentcontenteventhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

DocumentContentProcesses

documentcontentprocess__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Hover Tooltip String hover_tooltip__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

DocumentExtractorConfigurations

View displaying configurations for automated document extraction processes, defining criteria such as source types, triggers, and extraction parameters.

Columns

Name Type Description
Public_Security_Level String Defines the level of access control for the document extractor configuration. This value determines whether the configuration can be publicly accessed or restricted to specific roles or users.
ID String Unique identifier assigned to each document extractor configuration. This ID ensures distinct identification within the Veeva Vault system and is used as a reference key in internal processes.
Name String Human-readable name assigned to the document extractor configuration. This name is used for display purposes and helps users quickly recognize the purpose or scope of the configuration.
Status String Current operational state of the document extractor configuration. Typical statuses can include Active, Inactive, or Deprecated, and they control whether the configuration is available for use.
Created_By String Username or system identifier of the user who initially created the document extractor configuration. This value is essential for auditing and tracking the origin of the configuration.
Created_Date Datetime Timestamp indicating the date and time when the document extractor configuration was first created. This helps with historical tracking and auditing changes over time.
Last_Modified_By String Username or system identifier of the user who most recently modified the configuration. This value provides accountability and supports change tracking.
Last_Modified_Date Datetime Timestamp indicating the most recent update to the configuration. This is useful for identifying the most current version and understanding when updates occurred.
Support_Mail_Address String Designated email address to which support issues or configuration-related notifications can be sent. This is typically used to notify administrators or support teams about extraction issues or updates.

CData Cloud

DocumentExtractorDestinations

View showing configured output destinations for extracted documents, such as file systems, secure repositories, or external systems.

Columns

Name Type Description
ID String A unique identifier for each document extractor destination record used to distinguish it from others within the system.
Name String The human-readable name assigned to the document extractor destination for identification purposes.
Status String The current state of the destination configuration, such as Active, Inactive, or Deprecated.
Created_By String The username or identifier of the user who originally created the destination configuration entry.
Created_Date Datetime The exact date and time when the destination configuration was initially created in the system.
Last_Modified_By String The username or identifier of the user who last made changes to the destination configuration.
Last_Modified_Date Datetime The timestamp indicating the most recent update made to the destination configuration.
Critical Bool Indicates whether the destination is marked as critical for operations. A value of true denotes a critical path.
description String A detailed, free-text explanation describing the purpose or additional context for the destination configuration.
destination_hostname String The fully qualified domain name (FQDN) or IP address of the destination server where files are transferred.
destinationType String The type of destination system or service, such as FTP, SFTP, Amazon S3, or local directory.
filepath String The full path or directory location on the destination server where documents will be transferred.
owner String The primary individual or team responsible for overseeing the destination configuration and its operation.
Owner_Email_Flag Bool Indicates whether email notifications should be sent to the primary owner. A value of true enables alerts.
secondary_owner String The backup or secondary point of contact responsible for the destination configuration in the absence of the primary owner.
Secondary_Owner_Email_Flag Bool Indicates whether email notifications should be sent to the secondary owner. A value of true enables alerts.
transferProtocol String The protocol used to transfer documents to the destination, such as FTP, SFTP, HTTPS, or SCP.
Owner_Email String The email address associated with the primary owner to receive system alerts or transfer status updates.
Secondary_Owner_Email String The email address associated with the secondary owner to receive system alerts or transfer status updates.

CData Cloud

DocumentExtractorDocumentStatuses

View detailing the status of documents as they progress through extraction workflows, including stages like queued, processing, completed, or failed.

Columns

Name Type Description
ID String Unique identifier for the document status record within the extractor system. This value is system-generated and used for internal reference and indexing.
Name String Descriptive name assigned to the document status, used to indicate the current processing or workflow state of a document within the extractor configuration.
Status String Operational status of the document status record, such as Active, Inactive, or Deprecated. Helps control visibility and usability in processing pipelines.
Created_By String Username or system identifier of the user who initially created the document status entry. Tracks authorship for auditing and traceability.
Created_Date Datetime Timestamp indicating when the document status entry was first created in the system. This is used for auditing and change tracking.
Last_Modified_By String Username or system identifier of the user who most recently updated the document status entry. Tracks responsibility for the latest changes.
Last_Modified_Date Datetime Timestamp of the most recent modification to the document status entry. Supports version control and temporal analysis of changes.

CData Cloud

DocumentExtractorDocumentTypes

View listing the types of documents eligible for extraction, often filtered by metadata, lifecycle states, or document classifications.

Columns

Name Type Description
ID String Unique identifier for the document type record, used as a primary key to distinguish each entry within the extractor configuration.
Name String Human-readable name of the document type being extracted. This value typically corresponds to the Veeva Vault document type label.
Status String Current state of the document type within the extractor configuration, such as Active, Inactive, or Pending.
Created_By String Username or system identifier of the user or process that initially created the document type entry in the system.
Created_Date Datetime Timestamp indicating when the document type record was first created in the configuration table.
Last_Modified_By String Username or system identifier of the user or process that most recently modified the document type entry.
Last_Modified_Date Datetime Timestamp of the last update made to the document type record, reflecting the most recent change in metadata or status.

CData Cloud

DocumentExtractorRules

View defining the business rules that govern how and when documents are extracted, including filters, conditions, and actions triggered by workflow events.

Columns

Name Type Description
ID String Unique identifier for the document extraction rule. This value distinguishes each rule record and serves as the primary key.
Name String Descriptive name of the document extraction rule, typically indicating its purpose or associated criteria.
Rule_Status String Indicates the current operational status of the extraction rule, such as Active, Inactive, or Deprecated.
Created_By String Username or system identifier of the user who initially created the document extraction rule.
Created_Date Datetime Timestamp indicating when the rule was first created in the system.
Last_Modified_By String Username or system identifier of the user who most recently modified the rule.
Last_Modified_Date Datetime Timestamp reflecting the most recent update made to the rule configuration.
Cleanup Bool Boolean flag that specifies whether this rule is intended for post-processing cleanup actions, such as removing temporary or redundant records.
destination String Target location or integration endpoint where documents matching the rule criteria will be sent or exported.
Document_Source String Origin or system source of the documents that are evaluated by this rule, such as internal systems or external partners.
Document_Status String Required document status condition for the rule to trigger, such as Approved, In Review, or Finalized.
Document_Type String Specific document type or classification that the rule targets, such as SOP, Quality Agreement, or Validation Protocol.
File_Name_Suffix String Optional suffix appended to the exported file names to identify documents processed by this rule.
Secondary_Condition_Value_1 String First value used in evaluating a secondary condition that adds specificity to rule execution.
Secondary_Condition_Value_2 String Second value used in evaluating a secondary condition, enabling compound filtering logic.
Secondary_Condition_Name_2 String Field or attribute name to which the second secondary condition value applies for matching.
Site String Site or facility identifier used to scope the rule to documents associated with a particular location.
Secondary_Condition_Name_1 String Field or attribute name to which the first secondary condition value applies for rule evaluation.

CData Cloud

DocumentExtractorSecondaryConfigs

View containing secondary configuration parameters that supplement the main extraction setup, such as error handling rules or advanced filters.

Columns

Name Type Description
ID String Unique identifier for the secondary configuration record, used as the primary key for internal reference and data relationships.
Name String Descriptive name assigned to the secondary configuration, intended to convey its purpose or contextual function within the document extraction process.
Status String Current lifecycle state of the secondary configuration, such as Active, Inactive, or Archived, indicating whether it is currently used in processing.
Created_By String Username or system identifier of the user or service that initially created the configuration record.
Created_Date Datetime Timestamp indicating when the configuration record was first created in the system, captured in Coordinated Universal Time (UTC).
Last_Modified_By String Username or system identifier of the user or service that last modified the configuration record.
Last_Modified_Date Datetime Timestamp of the most recent update to the configuration record, reflecting administrative or system changes.
Metadata_Veeva_ObjectName String Name of the Veeva Vault metadata object associated with this configuration. This links the configuration to a specific object type in the Vault data model, such as documents, products, or events.

CData Cloud

DocumentLifecycleAtomicSecurities

docatomicsecurity__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

DocumentLifecycleAtomicSecuritiesForActions

docactionsecurity__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

DocumentLifecycleAtomicSecuritiesForWorkflowActions

docworkflowactionsecurity__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

DocumentLifecycleStageGroups

documentstagegroup__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

DocumentLifecycleStageLabels

doc_lifecycle_stage_label__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Global ID String global_id__sys
Link String link__sys

CData Cloud

DocumentLifecycleStages

documentstage__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

DocumentLifecycleState-Stages

doc_lifecycle_state_stage__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Lifecycle State String lifecycle_state_id__sys
Lifecycle Stage String lifecycle_stage_id__sys
Lifecycle Stage Label String stage_label__sys
Global ID String global_id__sys
Link String link__sys

CData Cloud

DocumentPanelControllerCode

docinfopanelcontrollercode__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

DocumentPanels

docinfopaneltab__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Server Code String server_code__sys
Description String description__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

DocumentPredictionActions

documentpredictionaction__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

DocumentRelationships

Returns all relationships per each document.

View Specific Information

DocumentId, MajorVersion and MinorVersion must be specified in order to query this view. To find these values, you can execute the following query:

SELECT version_id FROM Documents
And version_id values are of this pattern: {DocumentId}_{MajorVersion}_{MinorVersion}

Some query examples:
SELECT * FROM DocumentRelationships WHERE SourceDocumentId = '122' AND MajorVersion = 1 AND MinorVersion = 0
SELECT * FROM DocumentRelationships WHERE SourceDocumentId = '101' AND MajorVersion = 0 AND MinorVersion = 1

Columns

Name Type Description
Id [KEY] Integer The Id of the relationship.
SourceDocumentId Integer Identifier of the source document.
TargetDocumentId Integer Identifier of the target document.
TargetMajorVersion Integer Identifier of the target document major version.
TargetMinorVersion Integer Identifier of the target document minor version.
Type String Type of the relationship.
CreatedDate Datetime The datetime of when the relationship was created.
CreatedBy Integer Identifier of the user who created the relationship.
MajorVersion Integer Major version of the source document.
MinorVersion Integer Minor version of the source document.

CData Cloud

DocumentRoles

Manually retrieve assigned roles on a document and the users and groups assigned to them.

View Specific Information

The Cloud will use the Vault CRM API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the Cloud.

  • DocumentId supports the '=' and 'IN' operators.

For example, the following queries are processed server side:

SELECT * FROM DocumentRoles WHERE DocumentId = '100'
SELECT * FROM DocumentRoles WHERE DocumentId IN ('99', '98', '876', '873', '867', '1')
It is recommended to specify DocumentId, otherwise the provider will make a request per each document, causing the execution of the query to take some time.

Columns

Name Type Description
DocumentId [KEY] String Identifier of the document.
Name [KEY] String Name of the role.
Label String Label of the role.
AssignedUsers String Comma-separated list of user Ids.
AssignedGroups String Comma-separated list of group Ids.
AvailableUsers String Comma-separated list of user Ids.
AvailableGroups String Comma-separated list of group Ids.
DefaultUsers String Comma-separated list of user Ids.
DefaultGroups String Comma-separated list of group Ids.

CData Cloud

DocumentTemplates

Retrieve all document templates.

Columns

Name Type Description
name__v String name__v
label__v String label__v
active__v Bool active__v
type__v String type__v
subtype__v String subtype__v
classification__v String classification__v
format__v String format__v
size__v Decimal size__v
created_by__v Decimal created_by__v
file_uploaded_by__v Decimal file_uploaded_by__v
md5checksum__v String md5checksum__v
is_controlled__v Bool is_controlled__v
template_doc_id__v String template_doc_id__v
template_doc_selected_by__v String template_doc_selected_by__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

DocumentTrainingActions

documenttrainingaction__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

DocumentTypeDetails

doc_type_detail__v

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Record Status String status__v
External ID String external_id__v
Level String level__v
Parent Type String type__v
Parent Subtype String subtype__v
Group Inherited From Parent? Bool group_inherited__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Is Leaf Bool is_leaf__v
Global ID String global_id__sys
Link String link__sys
Enabled Bool enabled__v

CData Cloud

DocumentTypeGroupDetails

doc_type_group_detail__v

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Document Type Detail String doc_type_detail__v
Document Type Group String doc_type_group__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Global ID String global_id__sys
Link String link__sys

CData Cloud

DocumentTypeTriggers

documenttypetrigger__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
document_type_name__sys String document_type_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

DocumentUsages

document_usage__v

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Activity Date Datetime activity_date__v
Activity Type String activity_type__v
Channel String channel__v
Context String context__v
Document String document_id__v
Document (unbound) Decimal document_id_unbound__v
Document Type String document_type__v
User String user__v
Global ID String global_id__sys
Link String link__sys

CData Cloud

DocumentUserActions

Retrieve all available user actions on specific versions of multiple documents or binders.

View Specific Information

DocumentId, MajorVersion and MinorVersion must be specified in order to query this view. To find these values, you can execute the following query:

SELECT version_id FROM Documents
And version_id values are of this pattern: {DocumentId}_{MajorVersion}_{MinorVersion}

Some query examples:
SELECT * FROM DocumentUserActions WHERE SourceDocumentId = '122' AND MajorVersion = 1 AND MinorVersion = 0
SELECT * FROM DocumentUserActions WHERE SourceDocumentId = '101' AND MajorVersion = 0 AND MinorVersion = 1

Columns

Name Type Description
DocumentId String Name of the action.
Name String Name of the action.
Label String Label of the action.
ActionType String Type of the action.
Lifecycle String Name of the lifecycle.
State String State before the action is initialized.
MajorVersion Integer Major version of the source document.
MinorVersion Integer Minor version of the source document.

CData Cloud

DocumentVersions

Retrieve all versions of a specific document.

Columns

Name Type Description
id String id
version_id [KEY] String version_id
Sharpness String file_meta_sharpness__v
Channels String file_meta_channels__v
Circle of Confusion String file_meta_circle_of_confusion__v
White Balance String file_meta_white_balance__v
Rendition Black Listed Bool rendition_black_list_flag__v
Sample Rate String file_meta_sample_rate__v
Format String format__v
Product String product__v
Version Creation Date Datetime version_creation_date__v
Medical Interaction String medx__v
Merge Fields Bool merge_fields__v
Major Version Number Decimal major_version_number__v
Created From String binder_created_from__v
Channel Assignment String channel_assignment__v
Sync Offline Bool syncoffline__v
Shutter Speed String file_meta_shutter_speed__v
Case String case__v
Brightness String file_meta_brightness__v
Source Document Name String source_document_name__v
Alpha Channel String file_meta_alpha_channel__v
Annotations (Links) Decimal annotations_links__v
Metadata String binder_metadata__v
Source Owner String source_owner__v
ISO Speed String file_meta_iso_speed__v
Link Status String link_status__v
Bookmarks Edited Bool bookmarks_edited__sys
GPS String file_meta_gps__v
Y Cb Cr Positioning String file_meta_ycbcr_positioning__v
Copyright String file_meta_copyright__v
Production CDN URL String production_cdn_url__v
Lifecycle Stage String stage__sys
Annotations (All) Decimal annotations_all__v
OCR Requested Bool ocr_requested__sys
Global Version ID String global_version_id__sys
Annotations (Permalinks) Decimal annotations_permalink__v
Light Source String file_meta_light_source__v
Status String status__v
Rendition Suppressed Bool suppress_rendition__v
Binder Locked Bool binder_locked__v
Last Auto-Filed Date Datetime binder_last_autofiled_date__v
Source Document ID Decimal source_document_id__v
File Name String filename__v
FTP Source Location String ftp_source_location__v
Device String file_meta_device__v
Media Description String file_meta_media_description__v
Latest Source Major Version Decimal latest_source_major_version__v
Source Vault Name String source_vault_name__v
File Security String file_security__v
Duration String file_meta_duration__v
Checked Out By String locked_by__v
Flash String file_meta_flash__v
Frame Rate String file_meta_frame_rate__v
Annotations (Auto Links) Decimal annotations_auto__v
Red Eye String file_meta_red_eye__v
Orientation String file_meta_orientation__v
Caller ID String caller_id__v
Certified Copy Bool certified_copy__v
Contrast String file_meta_contrast__v
Version Created By String version_created_by__v
Component Configuration String file_meta_component_configuration__v
Exposure Mode String file_meta_exposure_mode__v
Annotations (Anchors) Decimal annotations_anchors__v
Document Number String document_number__v
Reviewer String reviewer__v.users
Reviewer2 String reviewer__v.groups
Source Number String source_document_number__v
Lens String file_meta_lens__v
Media Title String file_meta_title__v
Minor Version Number Decimal minor_version_number__v
Display Resolution String file_meta_display_resolution__v
Language String file_meta_language__v
Metering Mode String file_meta_metering_mode__v
Album String file_meta_album__v
Media Comments String file_meta_comments__v
Lifecycle State Stage ID String state_stage_id__sys
File Created By String file_created_by__v
Viewer String viewer__v.users
Viewer2 String viewer__v.groups
Notes String notes__v
Source Vault Connection String source_connection__sys
Lifecycle String lifecycle__v
Aperture String file_meta_aperture__v
Genre String file_meta_genre__v
Publisher String file_meta_publisher__v
Field of View String file_meta_fields_of_view__v
Archived Date Datetime archived_date__sys
Claims String related_claims__v
Bound Source Minor Version Decimal bound_source_minor_version__v
File Last Modified Date Datetime file_modified_date__v
Approver String approver__v.users
Approver2 String approver__v.groups
File Created Date Datetime file_created_date__v
Global ID String global_id__sys
Exposure Compensation String file_meta_exposure_compensation__v
Subtype String subtype__v
Year Decimal file_meta_year__v
Original Date String file_meta_original_date__v
Light String file_meta_light__v
Template Document Type String template_doctype__v
Resolution String file_meta_resolution__v
Color Space String file_meta_color_space__v
File Last Modified By String file_modified_by__v
Distribution Contacts String distribution_contacts__v
Document Link String link__sys
Digital Publishing Bool cdn_content__v
Source Binding Rule String source_binding_rule__v
Consumer String consumer__v.users
Consumer2 String consumer__v.groups
CrossLink Bool crosslink__v
Is Latest Version Bool latest_version__v
Annotations (Notes) Decimal annotations_notes__v
Encoding Process String file_meta_encoding_process__v
Classification String classification__v
Suggested Links Decimal annotations_suggested__v
Focal Length String file_meta_focal_length__v
Saturation String file_meta_saturation__v
Checked Out Bool locked__v
Name String name__v
Megapixel String file_meta_megapixel__v
Disc Number String file_meta_disc_number__v
Pages Decimal pages__v
Checked Out Date Datetime locked_date__v
Bound Source Major Version Decimal bound_source_major_version__v
Preprocessed Bool preprocessed__v
Keywords String file_meta_keywords__v
Tags String tags__v
Type String type__v
Description String description__v
Export File Name String export_filename__v
Artist String file_meta_artist__v
Title String title__v
Size Decimal size__v
Source Vault Connection Name String source_connection_name__sys
Last Auto-Filed By String binder_last_autofiled_by__v
Software String file_meta_software__v
Pages OCR'ed (%) Decimal pages_ocred_percent__sys
Checksum String md5checksum__v
Staging CDN URL String staging_cdn_url__v
Bit Rate String file_meta_bit_rate__v
Annotations (Unresolved) Decimal annotations_unresolved__v
Last Modified By String last_modified_by__v
Document Version Link String version_link__sys
Annotations (Approved Links) Decimal annotations_approved__v
Gain Control String file_meta_gain_control__v
Created Date Datetime document_creation_date__v
Image Size String file_meta_image_size__v
Audio Codec String file_meta_audio_codec__v
Video Codecs String file_meta_video_codecs__v
Binder Bool binder__v
Key Message String key_message__v
Annotations (Resolved) Decimal annotations_resolved__v
Coordinator String coordinator__v.users
Coordinator2 String coordinator__v.groups
Author String file_meta_author__v
Annotations (Lines) Decimal annotations_lines__v
Last Modified Date Datetime version_modified_date__v
Batch Number String batch_number__v
Media Location String file_meta_location__v
External ID String external_id__v
Rendition Profile String rendition_profile__v
Source Vault ID Decimal source_vault_id__v
Annotations (Claim Links) Decimal annotations_claim__v
Created By String created_by__v
Disable Vault Overlays Bool disable_vault_overlays__v
Editor String editor__v.users
Editor2 String editor__v.groups
Latest Source Minor Version Decimal latest_source_minor_version__v
Owner String owner__v
Track String file_meta_track__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

EmailedDocuments

emailed_document__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Global ID String global_id__sys
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Link String link__sys
Email String email__sys
Document String document__sys
Document (unbound) Decimal document_unbound__sys

CData Cloud

EmailProcessors

emailprocessor__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Emails

email__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Global ID String global_id__sys
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Link String link__sys
Lifecycle String lifecycle__v
Lifecycle State String state__v
Recipient Email Address String recipient_email_address__sys
Recipient Email Username String recipient_email_username__sys
Sender Email Address String sender_email_address__sys
Sender User String sender_user__sys
Sender Person String sender_person__sys
Sent Date Datetime sent_date__sys
Subject String subject__sys
To String to__sys
CC String cc__sys
Message ID String message_id__sys
Full Message ID String full_message_id__sys
Bounce Reason String bounce_reason__sys
Failure Reason String failure_reason__sys

CData Cloud

EmailThreads

email_thread__v

Columns

Name Type Description
ID [KEY] String id
Email Thread String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Global ID String global_id__sys
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Link String link__sys
Internal Thread Id String internal_thread_id__v
Internal Thread Index Decimal internal_thread_index__v
Parent thread String parent_thread__v
Received Email String received_email__v
Sent Email String sent_email__v
Message-ID String message_id__v
In-Reply-To String in_reply_to__v

CData Cloud

EnabledComponents

enabledcomponent__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

EnvelopeContents

envelope_content__sys

Columns

Name Type Description
ID [KEY] String id
Envelope Content Type String object_type__v
Name String name__v
Status String status__v
Envelope String envelope__sys
Document (Latest Version) String latest_version_document__sys
Document (Latest Version) (unbound) Decimal document_latest_version_unbound__sys
Document (Specific Version) String specific_version_document__sys
Document (Specific Version) (unbound) Decimal document_specific_version_unbound__sys
Order Decimal order__sys
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Global ID String global_id__sys
Link String link__sys
Lifecycle String lifecycle__v
Lifecycle State String state__v
Object String object__sys
Record ID String record_id__sys
Workflow ID Decimal process_instance_id__sys
Start Type String start_type__sys

CData Cloud

Envelopes

envelope__sys

Columns

Name Type Description
Initiated by String initiated_by__sys
ID [KEY] String id
Envelope Type String object_type__v
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Lifecycle String lifecycle__v
Lifecycle State String state__v
Global ID String global_id__sys
Link String link__sys
Workflow ID Decimal process_instance_id__sys

CData Cloud

ExpressionFactories

expressionfactory__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Checksum String checksum__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ExpressionFunctionEventHandlers

expressionfunctioneventhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ExpressionFunctionParameters

expressionfunctionparam__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ExpressionFunctions

expressionfunction__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ExternalUrls

external_url__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Url String url__sys
Username String username__sys
Password String password__sys
Global ID String global_id__sys
Link String link__sys

CData Cloud

FeatureFlag

sdkfeatureflag__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

FieldRules

fieldrule__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

FormattedOutputResultHandler

formattedoutputresulthandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

FormattedOutputTemplates

formattedoutput1__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

FormValidatorCode

formvalidatorcode__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

FunctionalArea

Provides a consolidated view of business functions or departments within the organization, derived from various internal source systems.

Columns

Name Type Description
ID String Unique identifier for the functional area record, typically a system-generated string used to distinguish this entry from others in the table.
Name String The descriptive name of the functional area, representing a distinct operational or organizational domain within the business.
Status String Current lifecycle state of the functional area record, such as Active, Inactive, or Archived, used to control visibility and usage within the system.
Created_By String Username or identifier of the user who initially created the functional area entry in the system.
Created_Date Datetime Timestamp indicating when the functional area record was first created, stored in Coordinated Universal Time (UTC).
Last_Modified_By String Username or identifier of the user who most recently updated or modified the functional area record.
Last_Modified_Date Datetime Timestamp of the most recent modification made to the functional area record, stored in Coordinated Universal Time (UTC).
Business_Unit String Name or identifier of the business unit associated with the functional area, indicating the part of the organization responsible for or linked to this function.

CData Cloud

GlossaryEvents

glossary_event__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Global ID String global_id__sys
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Link String link__sys
Search Phrase String glossary_event_search_phrase__sys
Glossary Term String glossary_definition_term__sys
Glossary Definition ID String glossary_definition_id__sys
Glossary Definition Language String glossary_definition_language__sys
Match Type String glossary_definition_match_type__sys
Document String document__v
Document (unbound) Decimal document_unbound__v
Search Type String glossary_event_search_type__sys
Definition Copied Bool glossary_event_definition_copied__sys
User String performed_by_user__sys

CData Cloud

Group

Displays aggregated group membership information for Vault users, often used to drive permissions, content targeting, or workflow routing.

Columns

Name Type Description
ID String Unique identifier for the group record. This is used as the primary key to distinguish each group entity in the system.
Name String The official name of the group, typically representing a team, department, or role-based entity within the organization.
Status String Indicates the current operational state of the group, such as Active, Inactive, or Pending, which affects group visibility and access permissions.
Created_By String The username or system identifier of the user who originally created the group record.
Created_Date Datetime Timestamp indicating the exact date and time when the group record was first created in the system.
Last_Modified_By String The username or identifier of the user who most recently made changes to the group record.
Last_Modified_Date Datetime Timestamp reflecting the most recent date and time the group record was updated, providing audit trail capabilities.
Group_Owner String Identifier of the user or role responsible for managing and overseeing the group. This owner typically has administrative rights for group membership and configuration.
Site String References the physical or virtual site with which the group is associated. This helps in geographically or operationally segmenting groups.
Group_Description String A detailed explanation of the group's purpose, responsibilities, or membership scope, providing context for administrative and end-user reference.

CData Cloud

Groups

Retrieve all groups except Auto Managed groups.

Columns

Name Type Description
id [KEY] String id
label__v String label__v
group_description__v String group_description__v
system_group__v Bool system_group__v
created_date__v Datetime created_date__v
created_by__v String created_by__v
modified_date__v Datetime modified_date__v
modified_by__v String modified_by__v
members__v String members__v
implied_members__v String implied_members__v
security_profiles__v String security_profiles__v
active__v Bool active__v
name__v String name__v
editable__v Bool editable__v
type__v String type__v
allow_delegation_among_members__v Bool allow_delegation_among_members__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

HomepageWidgets

homepage_widget__v

Columns

Name Type Description
ID [KEY] String id
Homepage Widget Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Max Height Decimal max_height__v
Object String object__v
Homepage String homepage__v
Order Decimal order__v
Row Decimal row__v
Rows to Display Decimal rows_to_display__v
Text String text__v
View String view__v
Width String widget_width__v

CData Cloud

HtmlDocumentHandlers

htmldocumenthandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Checksum String checksum__sys
Order Decimal order__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

InboundEmailAddresses

inboundemailaddress__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Email Processor String email_processor__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

InboundPackageComponents

vault_package_component__v

Columns

Name Type Description
Component Label String component_label__v
Inbound Package Step String vault_package_step__v
ID [KEY] String id
Component String name__v
Status String status__v
External ID String external_id__v
Component Name String component_name__v
Checksum String checksum__v
Component Type String component_type__v
Deployment Status String deployment_status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
MDL Content String mdl_content__v
Global ID String global_id__sys
Link String link__sys

CData Cloud

InboundPackageSteps

vault_package_step__v

Columns

Name Type Description
ID [KEY] String id
Step String name__v
Status String status__v
Inbound Package String vault_package__v
Step Type String step_type__v
Label String step_label__v
Name String step_name__v
Type String type__v
Deployment Status String deployment_status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Step Required Bool step_required__v
Stop On Error Bool stop_on_error__v
Global ID String global_id__sys
Link String link__sys

CData Cloud

IntegrationRules

integrationrule__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

IntegrationStats

integrationstat__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

InventoryMonitoringLines

inventory_monitoring_line__v

Columns

Name Type Description
ID [KEY] String id
Inventory Monitoring Line Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Added From Photo? Decimal added_from_photo__v
Consumer Price Decimal consumer_price__v
Consumer Price Corp Decimal consumer_price_corpv__sys
Local Currency String local_currency__sys
Horizontal Decimal facings_horizontal__v
Facings Decimal facings_simple__v
Vertical Decimal facings_vertical__v
Inventory Decimal inventory__v
Layer String layer__v
Line Rank Decimal line_rank__v
Mobile ID String mobile_id__v
Moved Goods Decimal moved_goods__v
Override Lock Bool override_lock__v
Position String position__v
Product Identifier String product_identifier__v
U/M String u_m__v
User Modified Bool user_modified__v
Inventory Monitoring String inventory_monitoring__v
Product String product__v
Legacy CRM Id String legacy_crm_id__v
Lock Bool lock__v

CData Cloud

InventoryOrderAllocations

inventory_order_allocation__v

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Inventory Order Allocation Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Active Bool active__v
Allocation End Date Date allocation_end_date__v
Allocation Start Date Date allocation_start_date__v
Allow Date Exceptions String allow_date_exceptions__v
Allow Quantity Exceptions String allow_quantity_exceptions__v
Description String description__v
External ID String external_id__v
Minimum Single Order Quantity Decimal minimum_single_order_quantity__v
Order End Date Date order_end_date__v
Order Start Date Date order_start_date__v
Inventory Order Allocation Quantity Decimal product_order_allocation_quantity__v
User Allocation Group String user_allocation_group__v
Parent Allocation Id String parent_allocation_id__v
Product String product__v
User String user__v
Owner String ownerid__v
Total Ordered Quantity Decimal total_order_fulfilled_quantity__v
Legacy CRM Id String legacy_crm_id__v

CData Cloud

JobMetadata

jobmetadata__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Job Code String job_code__sys
Queue String queue__sys
Chunk Size Decimal chunk_size__sys
Description String description__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

LanguageLocales

language_locale__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Language String language__sys
Locale String locale__sys
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Global ID String global_id__sys
Link String link__sys

CData Cloud

Languages

language__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Admin Key String admin_key__sys
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Global ID String global_id__sys
Link String link__sys

CData Cloud

LayoutNestingTypes

layoutnestingtype__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

LayoutProfiles

layoutprofile__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Description String description__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

LegacyUsers

null

Columns

Name Type Description
user_name__v String user_name__v
user_first_name__v String user_first_name__v
user_last_name__v String user_last_name__v
alias__v String alias__v
user_email__v String user_email__v
user_timezone__v String user_timezone__v
user_locale__v String user_locale__v
user_title__v String user_title__v
office_phone__v String office_phone__v
fax__v String fax__v
mobile_phone__v String mobile_phone__v
site__v String site__v
is_domain_admin__v Bool is_domain_admin__v
active__v Bool active__v
domain_active__v Bool domain_active__v
security_policy_id__v String security_policy_id__v
user_needs_to_change_password__v Bool user_needs_to_change_password__v
id [KEY] String id
created_date__v Datetime created_date__v
created_by__v String created_by__v
modified_date__v Datetime modified_date__v
modified_by__v String modified_by__v
domain_id__v String domain_id__v
domain_name__v String domain_name__v
vault_id__v String vault_id__v
federated_id__v String federated_id__v
salesforce_user_name__v String salesforce_user_name__v
last_login__v Datetime last_login__v
user_language__v String user_language__v
company__v String company__v
group_id__v String group_id__v
security_profile__v String security_profile__v
license_type__v String license_type__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

LegacyWorkflows

Retrieve all current, cancelled, and completed workflow instances for a specific object record or all workflows available to a particular workflow participant.

Columns

Name Type Description
workflow_id__v String workflow_id__v
workflow_process_version__v Decimal workflow_process_version__v
workflow_name__v String workflow_name__v
workflow_initiator__v String workflow_initiator__v
workflow_status__v String workflow_status__v
workflow_startDate__v Datetime workflow_startDate__v
workflow_completionDate__v Datetime workflow_completionDate__v
workflow_cancelationDate__v Datetime workflow_cancelationDate__v
workflow_duration__v Decimal workflow_duration__v
workflow_dueDate__v Date workflow_dueDate__v
workflow_type__v String workflow_type__v
workflow_document_major_version_number__v Decimal workflow_document_major_version_number__v
workflow_document_minor_version_number__v Decimal workflow_document_minor_version_number__v
workflow_process_instance_group__v String workflow_process_instance_group__v
task_id__v String task_id__v
task_name__v String task_name__v
task_assignee__v String task_assignee__v
task_delegate__v String task_delegate__v
task_queueGroup__v String task_queueGroup__v
task_status__v String task_status__v
task_verdict__v String task_verdict__v
task_capacity__v String task_capacity__v
task_creationDate__v Datetime task_creationDate__v
task_last_modified_date__v Datetime task_last_modified_date__v
task_assignmentDate__v Datetime task_assignmentDate__v
task_completionDate__v Datetime task_completionDate__v
task_cancelationDate__v Datetime task_cancelationDate__v
task_duration__v Decimal task_duration__v
task_dueDate__v Date task_dueDate__v
task_comment__v String task_comment__v
task_instructions__v String task_instructions__v
task_document_capacity__v String task_document_capacity__v
task_document_major_version_number__v Decimal task_document_major_version_number__v
task_document_minor_version_number__v Decimal task_document_minor_version_number__v
task_document_verdict_comment__v String task_document_verdict_comment__v
task_document_verdict_reason__v String task_document_verdict_reason__v
workflow_document_id__v String workflow_document_id__v
workflow_initiator_name__v String workflow_initiator_name__v
task_assignee_name__v String task_assignee_name__v

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

Name Type Description
ExternalIdColumn String Specifies the External Id column to be used for Update and Upsert operations. Should be set to an unique column different from Id

CData Cloud

LicenseEventHandlers

licenseeventhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Checksum String checksum__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Lifecycles

Retrieve brief details for the available lifecycles.

View Specific Information

The Cloud will use the Vault CRM API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the Cloud.

  • Lifecycle supports the '=' operator.
  • Role supports the '=' operator.

For example, the following queries are processed server side:

SELECT * FROM Lifecycles WHERE lifecycle = 'draft_to_effective_lifecycle_supporting__c'
SELECT * FROM Lifecycles WHERE Role = 'qa__vs'

Columns

Name Type Description
Lifecycle String Name of the lifecycle.
Role String Role of the user that can use the lifecycle.
AllowedUsers String Comma-separated list of names of the allowed users.
AllowedGroups String Comma-separated list of names of the allowed groups.
AllowedDefaultUsers String Comma-separated list of names of the default allowed users.
AllowedDefaultGroups String Comma-separated list of names of the default allowed groups.

CData Cloud

LifecycleStateTypeAssociations

lifecyclestatetypeassociation__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Lifecycle State Type String state_type__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

LifecycleStateTypes

lifecyclestatetype__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ListLayoutItems

listlayoutitem__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
Object Control String object_control__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ListLayouts

listlayout__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Locales

locale__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Admin Key String admin_key__sys
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Global ID String global_id__sys
Link String link__sys
Language String language__sys

CData Cloud

MatchedDocumentEventHandlers

matcheddocumenteventhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Material_LY_

Stores metadata for materials used in regulated processes, such as documents, packaging components, or printed assets. Includes core attributes like name, status, creation and modification details, and serves as a foundational reference for material lifecycle management and traceability.

Columns

Name Type Description
ID String The unique identifier for the record, used to reference and manage the entity across the system. It serves as the primary key for linking and querying related data.
Name String The name or title of the entity, providing a human-readable label for easy identification of the record within the system. This could represent a project, event, or object.
Status String The current state or condition of the entity, such as 'active', 'inactive', or 'pending', reflecting its progress or situation within the workflow or process.
Created_By String The identifier or name of the individual who created the record. This field helps track accountability and trace who initiated the record in the system.
Created_Date Datetime The timestamp when the record was initially created. This allows tracking of the record's age and understanding of when it entered the system.
Last_Modified_By String The identifier or name of the person who last updated or modified the record. It provides transparency on who is responsible for changes made to the entity.
Last_Modified_Date Datetime The timestamp indicating when the record was last modified, helping to assess the recency of updates and understand the record's current state.

CData Cloud

Media

media__sys

Columns

Name Type Description
ID [KEY] String id
Media Type String object_type__v
Name String name__v
Status String status__v
Type String mime_primary_type__sys
Format String mime_sub_type__sys
Size Decimal size_bytes__sys
Title String title__sys
Language String language__sys
Character Set String charset__sys
Width Decimal width_pixels__sys
Height Decimal height_pixels__sys
Duration Decimal duration_milliseconds__sys
Bitrate String bitrate__sys
Codecs String codecs__sys
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Global ID String global_id__sys
Link String link__sys

CData Cloud

MedicalDiscussions

medical_discussion__v

Columns

Name Type Description
ID [KEY] String id
Medical Discussion Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Medical Discussion String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Attendee Type String attendee_type__v
Call Mobile Id String call2_mobile_id__v
Date Date call_date__v
Discussion String discussion__v
Entity Reference Id String entity_reference_id__v
Mobile Id String mobile_id__v
Override Lock Bool override_lock__v
Account Tactic String account_tactic__v
Account String account__v
Detail Group String detail_group__v
Interaction String interaction__v
Medical Event String medical_event__v
Product Strategy String product_strategy__v
Product String product__v
User String user__v
Legacy CRM Id String legacy_crm_id__v
Vault Clinical External ID String vault_clinical_external_id__v
Clinical Study String vault_clinical_study__v
Product Tactic String product_tactic__v
Clinical Site String vault_clinical_site__v
Product2 String product_map__v
Person String person__v

CData Cloud

MedicalInquiryFulfillments

medical_inquiry_fulfillment__v

Columns

Name Type Description
ID [KEY] String id
Medical Inquiry Fulfillment Type String object_type__v
Global ID String global_id__sys
Link String link__sys
MI Fulfillment Id String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Account Display Name String account_display_name__v
Address Line 1 String address_line_1__v
Address Line 2 String address_line_2__v
City String city__v
Country String country__v
Delivery Method String delivery_method__v
E-Mail String email__v
Entity Reference Id String entity_reference_id__v
Fax Number String fax_number__v
Initiated Datetime Datetime initiated_datetime__v
Inquiry Text String inquiry_text__v
Mobile Created Datetime Datetime mobile_created_datetime__v
Mobile Id String mobile_id__v
Phone Number String phone_number__v
Product String product__v
Rush Delivery Bool rush_delivery__v
State String state_province__v
Medical Inquiry Fulfillment Status String medical_inquiry_fulfillment_status__v
Zip String zip__v
Account String account__v
Assigned To String assigned_to__v
Call String call__v
Initiated By String initiated_by__v
Medical Inquiry String medical_inquiry__v
Owner String ownerid__v
Legacy CRM Id String legacy_crm_id__v
Child Account String child_account__v
Location String location__v

CData Cloud

MessageDeliveryEventHandler

messagedeliveryeventhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

MessageGroups

messagegroup__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

MessageProcessors

messageprocessor__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Messages

message__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

MetricConfigurations

metric_configuration__v

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Metric String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Active Bool active__v
Applies To String applies_to__v
Available Values String available_values__v
Detail Topic Bool detail_topic__v
Display Order Decimal display_order__v
Metric Type String metric_type__v
Red/Yellow Double red_yellow__v
Yellow/Green Double yellow_green__v
Detail Group String detail_group__v
Product String product__v
Owner String ownerid__v
Legacy CRM Id String legacy_crm_id__v

CData Cloud

MobileShareActions

mobileshareaction__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

MobileShareMedia

mobile_share_media__sys

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Media String media__sys

CData Cloud

MobileTabs

mobiletab__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Page String page__sys
Icon String icon__sys
Mobile Label String mobile_label__sys
Order Decimal order__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

MultichannelRouting

multichannel_route__v

Columns

Name Type Description
ID [KEY] String id
Multichannel Routing Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Routing Number String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Additional Email Addresses String additional_email_addresses__v
Default Bool default__v
Object String object__v
Record Type Name String record_type_name__v
Veeva External ID String vexternal_id__v
Approved Document String approved_document__v
Owner String ownerid__v
Language String language__v
Legacy CRM Id String legacy_crm_id__v
Country String country__v
Message Template String message_template__v
Event String event__v

CData Cloud

Namedentityeventhandlers

namedentityeventhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

NetworkFieldMappings

network_field_mapping__v

Columns

Name Type Description
ID [KEY] String id
Network Field Mapping Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Field Mapping ID String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
CRM Field API Name String crm_field_api_name__v
External ID String external_id__v
Lookup ID API Name String lookup_id_api_name__v
Maximum FieldGroup Values Decimal max_field_group_values__v
Network Field API Name String network_field_api_name__v
Unique Key String unique_key__v
Validation Notes String validation_notes__v
Validation Status String validation_status__v
Network Object Mapping String network_object_mapping__v
Object Mapping Reference String object_mapping_reference__v
Legacy CRM Id String legacy_crm_id__v

CData Cloud

NetworkReferenceMappings

network_reference_mapping__v

Columns

Name Type Description
ID [KEY] String id
Network Reference Mapping Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Network Reference Mapping ID String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
CRM Lookup ID String crm_lookup_id__v
CRM Picklist Value String crm_picklist_value__v
CRM Record Type Name String crm_record_type_name__v
Direction String direction__v
External ID String external_id__v
Network Reference Code String network_reference_code__v
Unique Key String unique_key__v
Validation Notes String validation_notes__v
Validation Status String validation_status__v
Network Field Mapping String network_field_mapping__v
Legacy CRM Id String legacy_crm_id__v

CData Cloud

NotificationTypes

notificationtype__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ObjectClassTriggers

objectclasstrigger__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Checksum String checksum__sys
Object Class String object_class__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ObjectControlCode

objectcontrolcode__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ObjectControls

objectcontrol__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Server Code String server_code__sys
Validator Code String validator_code__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ObjectLayouts

objectlayout__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
record_creation_layout_name__sys String record_creation_layout_name__sys
objecttype_name__sys String objecttype_name__sys
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ObjectLifecycleStageGroups

objectlifecyclestagegroup__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ObjectLifecycleStageLabels

object_lifecycle_stage_label__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Global ID String global_id__sys
Link String link__sys

CData Cloud

ObjectLifecycleStages

objectlifecyclestage__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ObjectLifecycleState-Stages

object_lifecycle_state_stage__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Lifecycle State String lifecycle_state_id__sys
Lifecycle Stage String lifecycle_stage_id__sys
Object Type String object_type_id__sys
Lifecycle Stage Label String stage_label__sys
Global ID String global_id__sys
Link String link__sys

CData Cloud

ObjectRelationships

Returns all relationships per each object. An ObjectName is required to query this view.

Columns

Name Type Description
RelationshipName String Name of the relationship.
RelationshipLabel String Label of the relationship.
RelationshipType String Type of the relationship.
Field String Type of the relationship.
RelatedObjectName String Name of the object in the relationship.
RelatedObjectLabel String Label of the object in the relationship.
ObjectName String Name of the object.

CData Cloud

ObjectRoles

Manually retrieve assigned roles on an object record and the users and groups assigned to them.

View Specific Information

ObjectName and RecordId must be specified in order to query this view.
Note: In this provider vault objects are exposed as views. And the keys of these views corresponds to RecordId.
Some query examples:

SELECT * FROM ObjectRoles WHERE ObjectName = 'product__v' AND RecordId = '00P000000000201'
SELECT * FROM ObjectRoles WHERE ObjectName = 'activity__v' AND RecordId = '0AC000000001D27'

Columns

Name Type Description
RecordId [KEY] String Name of the role.
ObjectName [KEY] String Name of the role.
Name String Name of the role.
Users String Comma-separated list of user Ids.
Groups String Comma-separated list of group Ids.
AssignmentType String Type of the assignment.

CData Cloud

ObjectTypes

Returns brief details of all types an object can be.

View Specific Information

No available server-side filters for this view.

Columns

Name Type Description
Name String The Id of the relationship.
Object String Identifier of the source document.
Label String Identifier of the target document.
Active Boolean Type of the relationship.

CData Cloud

ObjectWorkflows

Retrieve the workflows of an object or the workflows of an user.

View Specific Information

ObjectName and RecordId or UserId must be specified in order to query this view.
Note: In this provider vault objects are exposed as views. And the keys of these views corresponds to RecordId here.

The Cloud will use the Vault CRM API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the Cloud.

  • UserId supports the '=' and 'IN' operators.
  • ObjectName supports the '=' operator.
  • RecordId supports the '=' operator.
  • Status supports the '=' operator.

For example, the following queries are processed server-side:
Some query examples:

SELECT * FROM ObjectWorkflows WHERE UserId IN (SELECT id FROM Users)
SELECT * FROM ObjectWorkflows WHERE UserId IN ('1069977', '115731')
SELECT * FROM ObjectWorkflows WHERE UserId = '1069977'
SELECT * FROM ObjectWorkflows WHERE UserId = '349101' AND Status = 'completed__v'
SELECT * FROM ObjectWorkflows WHERE ObjectName = 'product__v' AND RecordId = '00P000000000201'

Columns

Name Type Description
Id [KEY] String Identifier of the workflow.
Label String Label of the workflow.
Status String Status of the workflow.
Initiator String Identifier of the user who initiated the workflow.
StartedDate Datetime Datetime when the workflow started.
DueDate Datetime Datetime when the workflow is due.
CompletedDate Datetime Datetime when the workflow was completed.
RecordId String Identifier of the record of the object.
ObjectName String Name of the object. Required if UserId not specified.
UserId String Identifier of the user. Required if ObjectName not specified.

CData Cloud

ObjectWorkflowTasks

Retrieve the workflows of an object or the workflows of an user.

View Specific Information

ObjectName and RecordId or AssigneeId must be specified in order to query this view.
Note: In this provider vault objects are exposed as views. And the keys of these views corresponds to RecordId.

The Cloud will use the Vault CRM API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the Cloud.

  • AssigneeId supports the '=' and 'IN' operators.
  • ObjectName supports the '=' operator.
  • RecordId supports the '=' operator.
  • Status supports the '=' operator.

For example, the following queries are processed server-side:
Some query examples:

SELECT * FROM ObjectWorkflowTasks WHERE AssigneeId IN (SELECT id FROM Users)
SELECT * FROM ObjectWorkflowTasks WHERE AssigneeId IN ('1069977', '115731')
SELECT * FROM ObjectWorkflowTasks WHERE AssigneeId = '1069977'
SELECT * FROM ObjectWorkflowTasks WHERE AssigneeId = '349101' AND Status = 'completed__v'
SELECT * FROM ObjectWorkflowTasks WHERE ObjectName = 'product__v' AND RecordId = '00P000000000201'

Columns

Name Type Description
Id [KEY] String Identifier of the workflow task.
WorkflowId String Identifier of the workflow the task is in.
Label String Label of the workflow task.
Status String Status of the workflow task.
Instructions String Instructions to follow.
CreatedDate Datetime Datetime when the task was created.
DueDate Datetime Datetime when the task is due.
AssignedDate Datetime Datetime when the task was assigned.
RecordId String Identifier of the record of the object.
ObjectName String Name of the object. Required if UserId not specified.
AssigneeId String Identifier of the user. Required if ObjectName not specified.

CData Cloud

object_type__v

object_type__v

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
API Name String api_name__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
object_name__v String object_name__v
Source String source__v
summary_fields__v String summary_fields__v
Default Type Bool default_type__v
description__v String description__v

CData Cloud

OfficeEditVersions

office_edit_version__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Item Id String item_id__sys
Drive Id String drive_id__sys
Web URN String web_urn__sys
File Name String file_name__sys
Document String document__sys
Document (unbound) Decimal document_unbound__sys
Marked for Delete Bool marked_for_delete__sys
Checkout Status String check_out_status__sys
Placeholder 1 String placeholder_one__sys
Placeholder 2 String placeholder_two__sys
Placeholder 3 String placeholder_three__sys
Placeholder 4 String placeholder_four__sys
Placeholder 5 String placeholder_five__sys
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Global ID String global_id__sys
Link String link__sys

CData Cloud

OrderLines

order_line__v

Columns

Name Type Description
ID [KEY] String id
Order Line Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Order Line Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Added From Pack? Bool added_from_pack__v
Brand Best Rule String brand_best_price_rule__v
Brand Discount Rule Double brand_discount_rule__v
Brand Discount Double brand_discount__v
Brand Warning String brand_warning__v
Discount Calculation Path Decimal discount_calculation_path__v
Final Net Price Rule Decimal final_net_price_rule__v
Final Net Price Rule Corp Decimal final_net_price_rule_corpv__sys
Local Currency String local_currency__sys
Final Net Price Decimal final_net_price__v
Final Net Price Corp Decimal final_net_price_corpv__sys
Free Good Best Rule String free_good_best_price_rule__v
Free Goods Rule Decimal free_goods_rule__v
Free Goods Decimal free_goods__v
Group Discount Rule Double group_discount_rule__v
Group Discount Double group_discount__v
Group Warning String group_warning__v
Line Best Rule String line_best_price_rule__v
Line Discount Rule Double line_discount_rule__v
Line Discount Double line_discount__v
Line Warning String line_warning__v
List Amount Decimal list_amount__v
List Amount Corp Decimal list_amount_corpv__sys
List Price Decimal list_price_rule__v
List Price Corp Decimal list_price_rule_corpv__sys
Mobile ID String mobile_id__v
Net Amount Rule Decimal net_amount_rule__v
Net Amount Rule Corp Decimal net_amount_rule_corpv__sys
Net Amount Decimal net_amount__v
Net Amount Corp Decimal net_amount_corpv__sys
Net Price Rule Decimal net_price_rule__v
Net Price Rule Corp Decimal net_price_rule_corpv__sys
Net Price Decimal net_price__v
Net Price Corp Decimal net_price_corpv__sys
Order Discount Rule Double order_discount_rule__v
Order Discount Double order_discount__v
Override Lock Bool override_lock__v
Payment Brand Rule String payment_brand_rule__v
Payment Brand String payment_brand__v
Payment Group Rule String payment_group_rule__v
Payment Group String payment_group__v
Payment Rule String payment_rule__v
Payment String payment__v
Product Identifier String product_identifier__v
Profit Decimal profit__v
Profit Corp Decimal profit_corpv__sys
Quantity From Pack Decimal quantity_from_pack__v
Quantity Override Decimal quantity_override__v
Quantity Decimal quantity__v
Rule String rule__v
Suggested Retail Price Rule Decimal suggested_retail_price_rule__v
Suggested Retail Price Rule Corp Decimal suggested_retail_price_rule_corpv__sys
Suggested Retail Price Decimal suggested_retail_price__v
Suggested Retail Price Corp Decimal suggested_retail_price_corpv__sys
Total Discount Rule Double total_discount_rule__v
Total Discount Double total_discount__v
Total Payment Rule String total_payment_rule__v
Total Payment String total_payment__v
Unit of Measure String u_m__v
Recommended Quantity Decimal recommended_quantity__v
Recommendation Reason String recommended_quantity_reason__v
Recommendation Used? Bool recommended_quantity_used__v
Bundle Pack Name String bundle_pack_name__v
Order String order__v
Product Group String product_group__v
Product String product__v
Delivery Quantity Decimal delivery_quantity__v
Legacy CRM Id String legacy_crm_id__v
Combined Discount Double combined_discount__v
Combined Net Amount Decimal combined_net_amount__v
Combined Net Amount Corp Decimal combined_net_amount_corpv__sys
Delivery Brand Discount Rule Double delivery_brand_discount_rule__v
Delivery Brand Discount Double delivery_brand_discount__v
Delivery Discount Value Decimal delivery_discount_value__v
Delivery Discount Value Corp Decimal delivery_discount_value_corpv__sys
Delivery Discounted Quantity Decimal delivery_discounted_quantity__v
Delivery Product Group Discount Rule Double delivery_group_discount_rule__v
Delivery Product Group Discount Double delivery_group_discount__v
Delivery Line Discount Rule Double delivery_line_discount_rule__v
Delivery Line Discount Double delivery_line_discount__v
Delivery List Amount Decimal delivery_list_amount__v
Delivery List Amount Corp Decimal delivery_list_amount_corpv__sys
Delivery Net Amount Decimal delivery_net_amount__v
Delivery Net Amount Corp Decimal delivery_net_amount_corpv__sys
Delivery Net Price Decimal delivery_net_price__v
Delivery Net Price Corp Decimal delivery_net_price_corpv__sys
Delivery Pricing Rules String delivery_pricing_rules__v
Total Delivery Discount Double total_delivery_discount__v
Lock Bool lock__v

CData Cloud

OverlayOverrides

overlayoverride__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

OverlayTemplates

overlaytemplate__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

PackageClassDocumentInstances

Represents individual printing or packaging tasks linked to specific documents, including configuration details such as page ranges, number of copies, paper type, printer tray, and manufacturing site. Used to manage execution and tracking of packaging jobs in regulated environments.

Columns

Name Type Description
ID String The unique identifier for the record associated with the printing or packaging task. This is used to distinguish each task or entry.
Name String The name of the printing or packaging task, which typically provides a description or label for identifying the task.
Status String The current status of the task, indicating its progress or state, such as 'Pending', 'Completed', or 'In Progress'.
Created_By String The user or system that created the printing or packaging task. This identifies the responsible party for initiating the task.
Created_Date Datetime The date and time when the printing or packaging task was created in the system.
Last_Modified_By String The user or system that last modified the task entry, reflecting the most recent update to the task.
Last_Modified_Date Datetime The date and time when the printing or packaging task was last modified, indicating when the most recent change occurred.
Page_Range_End Int The last page number in the specified page range for the task. It defines the upper bound of pages involved in the task.
Page_Range_Start Int The first page number in the specified page range for the task. It defines the lower bound of pages involved in the task.
Number_of_Copies Int The total number of copies that need to be printed or produced for the task. This determines how many duplicates of the document or package are required.
Package_Class_Instance String Specifies the class or type of packaging being used for the task, which can include categories such as 'Standard' or 'Premium'.
Paper_Type String Indicates the type of paper or material used for printing or packaging, such as 'Glossy', 'Matte', or 'Standard'.
Printer_Tray String Refers to the specific tray or compartment in the printer used for holding paper during the print process. It helps designate which paper stock to use.
Manufacturing_Site String The location or site where the printing or packaging task is being carried out. This is typically used to identify the facility or plant.
Sequence Int The sequence number or position of this task relative to others in a series of tasks. This helps track the order of execution.
Document String The document or file being printed or processed, typically identified by its name or file reference.
Document_unbound_ Int Specifies the unbound version or instance of the document. This could refer to a version or format of the document not yet finalized or bound.

CData Cloud

PackageClassDocuments

Defines templates for printing and packaging tasks by specifying default settings such as document reference, number of copies, paper type, printer, and packaging class. Serves as a blueprint for generating individual packaging jobs in regulated manufacturing or quality workflows.

Columns

Name Type Description
ID String The unique identifier for the record associated with the printing or packaging task. This ID is used to distinguish this entry from others.
Name String The name or title of the printing or packaging task, often providing a descriptive label for easy identification.
Status String The current status of the task, reflecting its progress or state, such as 'Pending', 'In Progress', or 'Completed'.
Created_By String The user or system responsible for creating the printing or packaging task. It tracks the initiator of the task.
Created_Date Datetime The date and time when the task was created in the system, providing a record of its initiation.
Last_Modified_By String The user or system responsible for the last modification made to the task. This shows who updated the task.
Last_Modified_Date Datetime The date and time when the task was last modified, indicating the most recent changes made to the task.
Default_Number_of_Copies Int The default number of copies to be printed or produced for the task. This value is used if no specific number is provided.
Document String The name or reference of the document being printed or processed. It typically corresponds to the file or content being worked on.
Document_unbound_ Int Indicates the number of unbound copies or versions of the document. This could refer to draft or non-finalized versions.
Paper_Type String Specifies the type of paper or material to be used for printing or packaging, such as 'Glossy', 'Matte', or 'Standard'.
Package_Class String The type or class of packaging being used for the task, such as 'Standard', 'Premium', or 'Custom'.
Default_Printer String The default printer selected for the task. It indicates the specific printer to be used for the task by default.
Sequence Int The sequence number indicating the order in which the task is processed. It helps organize tasks when there is a batch or series of them.

CData Cloud

PackageClasses

Defines types of packaging configurations used in manufacturing or printing processes. Includes descriptive information and associated manufacturing site details, serving as a foundational reference for organizing packaging tasks by category, such as standard or custom classes.

Columns

Name Type Description
ID String The unique identifier for the record associated with the manufacturing task or site. It serves as the primary key to distinguish this entry.
Name String The name or title of the manufacturing task, often used to identify or describe the specific production process or task.
Status String The current status of the manufacturing task, indicating its progress or state, such as 'Pending', 'In Progress', or 'Completed'.
Created_By String The user or system responsible for creating the manufacturing task or record. It shows who initiated the task.
Created_Date Datetime The date and time when the manufacturing task or record was created in the system, marking its initiation.
Last_Modified_By String The user or system responsible for the last modification made to the task or record. This shows who last updated it.
Last_Modified_Date Datetime The date and time when the task or record was last modified, reflecting the most recent changes or updates.
Manufacturing_Site String The name or identifier of the manufacturing site where the task is being carried out. It helps track the location of production.
Description String A brief description providing additional details about the manufacturing task, including its purpose or any other relevant information.

CData Cloud

PackageClassInstances

Tracks specific instances of packaging production runs, including associated package class, batch number, site, lifecycle state, and production parameters. Used to monitor execution details for each process order and ensure traceability across manufacturing operations.

Columns

Name Type Description
ID String The unique identifier for the record, serving as the primary key to distinguish this particular manufacturing or production task.
Name String The name of the production task, used to describe or identify the process or product being produced.
Status String The current status of the production task, such as 'Pending', 'In Progress', or 'Completed', indicating its operational state.
Created_By String The user or system that created the production task or record. This field identifies the originator of the entry.
Created_Date Datetime The date and time when the production task was created, marking the start of the task in the system.
Last_Modified_By String The user or system that last modified the production task. It helps track who made the most recent changes.
Last_Modified_Date Datetime The date and time when the production task was last modified, showing when the task was last updated or adjusted.
Package_Class String The classification or type of package used in the production process, such as 'Standard', 'Custom', or 'Bulk'.
Process_Order_Number String A unique number assigned to the production process order, used to track the sequence or reference for the task.
Production_Version String The version or iteration of the production process or product, often used to differentiate between different versions.
Lifecycle String The overall lifecycle phase of the product, such as 'Planning', 'Production', 'Testing', or 'Completed'.
Lifecycle_State String The specific state or status within the lifecycle, such as 'In Development', 'Ready for Production', or 'Finalized'.
Batch_Number String The batch number associated with the production task, used to identify and track a specific batch of products during manufacturing.
Material_ID String The identifier for the material used in the production process, helping to track and manage inventory and materials.
Printed_On Datetime The date and time when the production task or batch was printed or documented, marking the physical printing of the production order.
Site String The site or location where the production process takes place, helping to identify the physical or organizational site of manufacturing.
Parameters String A list of parameters or settings used during the production process, detailing the conditions or configurations used for manufacturing.

CData Cloud

Pageclientcodes

pageclientcode__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

PageControllerCode

pagecontrollercode__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

PageControllers

pagecontroller__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Pagelayouts

layout__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Validator Code String validator_code__sys
Page String page__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Pages

page__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Server Code String server_code__sys
Client Distribution String client_distribution__sys
Page Client Code String page_client_code__sys
Page Controller String page_controller__sys
URL Path Name String url_path_name__sys
Disable Chrome Bool disable_chrome__sys
Description String description__sys
Disable Configuration Bool disable_configuration__sys
Disable Permission Bool disable_permission__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

PaperTypes

Defines the available types of paper stock used for printing and packaging operations, such as Glossy, Matte, or Standard. Each record includes lifecycle metadata and status to support selection and quality control in manufacturing environments.

Columns

Name Type Description
ID String The unique identifier for each record in the system. It serves as the primary key for distinguishing and referencing individual entries.
Name String The name associated with the record. This could represent the title, label, or description of the object being tracked in the system.
Status String The current status of the record, indicating its condition or progress. For example, it could indicate if the record is active, pending, or completed.
Created_By String The user or system that created the record. This field helps in tracking the originator or source of the record in the system.
Created_Date Datetime The date and time when the record was initially created. It provides a timestamp indicating when the record entered the system.
Last_Modified_By String The user or system that last modified the record. This field is important for auditing and tracking who made the latest changes to the record.
Last_Modified_Date Datetime The date and time when the record was last modified. This timestamp helps identify when the last update or change occurred.

CData Cloud

PDFMergeResultHandler

pdfmergeresulthandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

PerformanceStatistics

perf_stats__v

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Active User Count Decimal active_user_count__v
Attachment Count Decimal attachment_count__v
Avg Time API Call Double avg_time_api_call__v
Avg Time Doc View Double avg_time_doc_view__v
Avg Time Edit Doc Double avg_time_edit_doc__v
Avg Time Lib View Double avg_time_lib_view__v
Avg Time Login Double avg_time_login__v
Avg Time Report Double avg_time_report__v
Avg Time Search Double avg_time_search__v
Created Reports Decimal created_reports__v
Custom Obj Count Decimal custom_obj_count__v
Custom Obj Record Count Decimal custom_obj_record_count__v
Custom View Count Decimal custom_view_count__v
Doc Count Decimal doc_count__v
Doc Upload Count Decimal doc_upload_count__v
Doc Version Count Decimal doc_version_count__v
Doc View Count Decimal doc_view_count__v
Edit Doc Field Count Decimal edit_doc_field_count__v
Library View Count Decimal library_view_count__v
New API Calls Decimal new_api_calls__v
New Workflows Decimal new_workflows__v
Report Views Decimal report_views__v
Search Count Decimal search_count__v
Task Count Decimal task_count__v
Unique Login Count Decimal unique_login_count__v
View Based Views Decimal view_based_views__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Avg Time Object Detail View Double avg_time_object_detail_view__v
Object Detail View Count Decimal object_detail_view_count__v
Avg Time Object List View Double avg_time_object_list_view__v
Object List View Count Decimal object_vlist_view_count__v
Record Trigger Count Decimal record_trigger_count__v
Record Action Count Decimal record_action_count__v
Total Obj Count Decimal total_obj_count__v
Total Obj Record Count Decimal total_obj_record_count__v
Snap Document Total Decimal snap_doc_total__v
Snap Document Count Decimal snap_doc_count__v
Vault Loader Job Count Decimal vault_loader_count__v
New Monitoring Event Count Decimal new_monitoring_event_count__v
New Multi-document Workflow Count Decimal new_multidoc_workflow_count__v
Active Multi-document Workflow Count Decimal active_multidoc_workflow_count__v
Document Action Count Decimal document_action_count__v
Check Out To File Manager Count Decimal check_out_to_vfm_count__v
Inbound Spark Message Count Decimal spark_inbound_msg_count__v
Outbound Spark Message Count Decimal spark_outbound_msg_count__v
Total Vault to Vault Connections Decimal v2v_con_count__v
Total External Connections Decimal external_con_count__v
Total Local Connections Decimal local_con_count__v
Global ID String global_id__sys
Link String link__sys
Total Docs Checked Out with Office Decimal check_out_to_collab_authoring_total_count__v
New Check Out with Office Count Decimal check_out_to_collab_authoring_daily_count__v
New Edit with Office Count Decimal edit_collab_authoring_daily_count__v
Total Archived Documents Decimal archived_documents_count__v
New Inbox Uploads Decimal new_inbox_uploads__v
Total Raw Object Count Decimal total_hvo_object_count__v
Custom Raw Object Count Decimal custom_hvo_object_count__v
Total Raw Object Record Count Decimal total_hvo_object_record_count__v
Custom Raw Object Record Count Decimal custom_hvo_object_record_count__v
Raw Object Record Trigger Count Decimal hvo_record_trigger_count__v
Raw Object Record Action Count Decimal hvo_record_action_count__v
Raw Object List View Count Decimal hvo_list_view_count__v
Avg Time Raw Object List View Double avg_time_hvo_list_view__v
Avg Time SVO List View Double avg_time_svo_list_view__v
Raw Object Detail View Count Decimal hvo_detail_view_count__v
Avg Time Raw Object Detail View Double avg_time_hvo_detail_view__v
Avg Time SVO Detail View Double avg_time_svo_detail_view__v
Avg Time Login Enterprise Home Double avg_time_login_enterprise_home__v
Enterprise Home Login Count Decimal enterprise_home_login_count__v
Avg Time Switch Vault Double avg_time_switch_vault__v
Switch Vault Count Decimal switch_vault_count__v
Unique Vault Mobile iOS Login Count Decimal unique_vault_mobile_ios_login_count__v
Unique Vault Mobile Android Login Count Decimal unique_vault_mobile_android_login_count__v
Unique Vault Mobile Login Count Decimal unique_vault_mobile_login_count__v
Unique Vault Mobile iOS Visit Count Decimal unique_vault_mobile_ios_visit_count__v
Unique Vault Mobile Android Visit Count Decimal unique_vault_mobile_android_visit_count__v
Unique Vault Mobile Visit Count Decimal unique_vault_mobile_visit_count__v
User Activation Count Decimal user_activations_count__v
User Deactivation Count Decimal user_deactivations_count__v
Active Custom Objects Decimal active_custom_objects__v
Document Usage Deletion Job Decimal document_usage_deletion_job__v
Avg Time Custom Page View Double avg_custom_page_load_time__v
Custom Page View Count Decimal custom_page_view_count__v

CData Cloud

PerformanceStatistics2

performancestatistic__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

PerformanceStatisticSensors

performancestatisticsensor__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Picklists

Retrieve all available values configured on a picklist.

Columns

Name Type Description
Name [KEY] String The picklist name.
Label String The picklist label.
Kind String There are two kinds of picklists: global picklists apply to documents and objects; user picklists apply to Vault users.
System Bool Indicates if the picklist is system-managed. If true, the picklist values cannot be added, edited, or removed.
DocumentTypeNames String For document picklists, this is the comma separated list of document type names in which the picklist is defined.
ObjectNames String For object picklists, this is the comma separated list of object names in which the picklist is defined.
PropertyName String For document picklists, this is the comma separated list of document field names using the picklist.

CData Cloud

PicklistValues2

picklist_value__sys

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Label String label__sys
Composite Key String composite_key__sys
Disabled Bool disabled__sys
System Bool system__sys
Order Decimal order__sys
Picklist Private Key String picklist_private_key__sys
Private Key String private_key__sys
Controlling Value Keys String controlling_value_keys__sys
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v

CData Cloud

PreUpgradeTask

sdkpreupgradetask__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Printer_Trays

Defines printer tray configurations, including associated paper types and manufacturing sites. Used to manage tray assignments and ensure correct materials are loaded for print jobs in regulated production environments.

Columns

Name Type Description
ID String The unique identifier for the record within the system.
Name String The name of the paper item or entry for easy identification.
Status String The current state of the record, such as active, inactive, or archived.
Created_By String The username or identifier of the user who created the record.
Created_Date Datetime The date and time when the record was created.
Last_Modified_By String The user who most recently updated or modified the record.
Last_Modified_Date Datetime The date and time when the record was last updated.
Paper_Type String The classification or category of the paper product, such as coated, uncoated, or specialty.
Manufacturing_Site String The facility or location where the paper was produced or manufactured.

CData Cloud

PriorPersons

person_prior__sys

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
First Name String first_name__sys
Last Name String last_name__sys
Email String email__sys
Manager String manager__sys
Language String language__sys
Locale String locale__sys
Mobile String mobile_phone__sys
Timezone String timezone__sys
Person String person__sys
User Name String username__sys

CData Cloud

Products

Stores core product master data, including product names, abbreviations, compound IDs, INNs, therapeutic areas, and both internal and external identifiers.

Columns

Name Type Description
ID String The unique identifier for the product record within the system.
Product_Name String The full name of the product used for display and reference.
Status String The current status of the product, such as active, inactive, or discontinued.
Product_Abbreviation String The abbreviated or shortened form of the product name.
Generic_Name String The generic or non-branded name of the product.
Internal_Name String The internal name used by the organization for reference or tracking.
Compound_ID String The identifier assigned to the chemical compound associated with the product.
INN String The International Nonproprietary Name (INN) officially assigned to the product.
Therapeutic_Area String The medical or therapeutic area addressed by the product.
External_ID String The identifier of the product from an external system or data source.
Created_By String The user who originally created the product record.
Created_Date Datetime The date and time when the product record was created in the system.
Last_Modified_By String The user who most recently modified the product record.
Last_Modified_Date Datetime The date and time when the product record was last updated.

CData Cloud

PublicAccessLinkCode

palcode__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

PublicAccessLinkFunctions

palfunction__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

PublicAccessLinkTypeFunctions

paltypefunction__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
Function String pal_function__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

PublicAccessLinkTypes

paltype__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Public Access Link Code String pal_code__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

QueryFunctionEventHandlers

queryfunctioneventhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

QueryFunctionParameters

queryfunctionparameter__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

QueryFunctions

queryfunction__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

QueryObjectRules

queryobjectrule__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

QuestionDesigns

Defines the structure, logic, and metadata for checklist or form-based questions, including question text, type, attachment rules, response constraints, display order, and lifecycle states. Used to standardize data collection within compliance, quality, and operational workflows.

Columns

Name Type Description
ID String The unique identifier for the checklist question record.
Question_Type String The type or format of the question, such as multiple choice or free text.
Name String The name or label assigned to the question for display or reference.
Status String The current status of the question, such as active or archived.
Created_By String The user who originally created the question record.
Created_Date Datetime The date and time when the question was created in the system.
Last_Modified_By String The user who most recently updated the question record.
Last_Modified_Date Datetime The date and time when the question record was last modified.
Attachment_Allowed_Attachment_ Bool The flag indicating whether attachments of type 'Attachment' are allowed.
Attachment_Allowed_Document_ Bool The flag indicating whether attachments of type 'Document' are allowed.
Attachment_Required_Attachment_ Bool The flag indicating whether an 'Attachment' is required for submission.
Attachment_Required_Document_ Bool The flag indicating whether a 'Document' is required for submission.
Checklist_Design String The design or layout used to structure the checklist.
Comment_Allowed Bool The flag indicating whether users are allowed to add comments to this question.
Comment_Required Bool The flag indicating whether a comment is required for this question.
Maximum_Answer_Value Int The maximum numeric value accepted as an answer.
Minimum_Answer_Value Int The minimum numeric value accepted as an answer.
Order Int The numerical order in which the question appears within the checklist.
Question_Text String The text of the question as it appears to users.
Required_Response Bool The flag indicating whether a response is mandatory for this question.
Maximum_Selectable_Answers Int The maximum number of selectable answers allowed for this question.
Checklist_Answer_Type String The type of answer expected, such as numeric, text, or choice.
Sorting_Order String The sorting order used to arrange questions or answers.
Display_Order String The order in which the question is displayed relative to others.
Section_Design String The design or layout of the section to which this question belongs.
Lifecycle String The lifecycle stage assigned to the question template or record.
Lifecycle_State String The current state of the lifecycle, such as Draft or Published.
Library_Question String The identifier or reference indicating whether the question is sourced from a shared library.

CData Cloud

QuestionResponses

question_response__v

Columns

Name Type Description
ID [KEY] String id
Question Response Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Question Response ID String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Answer Choices String answer_choice__v
Condition String condition__v
Date Date date__v
Datetime Datetime datetime__v
Decimal Double decimal__v
External ID String external_id__v
Inactive Condition Bool inactive_condition__v
Max Score Decimal max_score__v
Mobile ID String mobile_id__v
Number Decimal number__v
Question Order Decimal order__v
Required Bool required__v
Response Hash String response_hash__v
Response String response__v
Weight Decimal score__v
Source ID String source_id__v
Text String text__v
Question Type String type__v
Controlling Survey String ctrl_survey__v
Survey Question String survey_question__v
Survey Target String survey_target__v
Legacy CRM Id String legacy_crm_id__v
Question Text String question_text__v

CData Cloud

Queues

queue__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Message Delivery Event Handler String message_delivery_event_handler__sys
Message Processor String message_processor__sys
Sequential Bool sequential__sys
Description String description__sys
Type String type__sys
Message Processor User String message_processor_user__sys
Rollback on Error Bool rollback_on_error__sys
Message Delivery Event Handler User String message_delivery_event_handler_user__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

RecordActionConfigurations

recordactionconfig__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Record Action Name String action_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

RecordMergeEventHandlers

recordmergeeventhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

RecordRoleAssignmentsHandlers

recordroleassignmentshandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Index Dependency String index_dependency__sys
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

RecordRoleOverrides

recordroleoverrides__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Application Security Rule String app_security_rule__sys
Checksum String checksum__sys
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

RecordRoleTriggers

recordroletrigger__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Checksum String checksum__sys
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

RecordTriggers

recordtrigger__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Checksum String checksum__sys
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

RecordUIHandlerCode

recorddetailhandlercode__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

RecordUIHandlers

recorddetailhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Server Code String server_code__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

RecordVisibilityRules

recordvisibilityrule__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Application Security Rule String app_security_rule__sys
Checksum String checksum__sys
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

RecordVisibilityTagHanlders

recordvisibilitytaghandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Index Dependency String index_dependency__sys
Checksum String checksum__sys
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

RecordVisibilityTagRules

recordvisibilitytagrule__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Checksum String checksum__sys
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

RecordWorkflowActions

recordworkflowaction__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Checksum String checksum__sys
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

RenditionProfiles

rendition_profile__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Font Embedding String embed_fonts__sys
Generate bookmarks based on ToC and LoF Bool generate_toc_lofs_bookmarks__sys
Generate bookmarks for Title Style Bool generate_bookmarks_for_title_style__sys
Set link text to blue Bool set_link_text_to_blue__sys
Auto generate bookmarks for captions Bool generate_caption_bookmarks_tree__sys
Expand PDF bookmarks to show String bookmark_expansion_level__sys
Do not show Markup in Viewable Rendition Bool no_mark_up__sys
Always show Speaker Notes in Rendition Bool render_ppt_speaker_notes__sys
Global ID String global_id__sys
Link String link__sys
PDF Format String pdf_format__sys
Generate Vault Protected PDFs Bool protected_pdf__sys
PDF Print Settings String pdf_print_settings__sys
PDF Edit Settings String pdf_edit_settings__sys
Content Copying Settings String content_copying_settings__sys
Include source document properties Bool include_metadata__sys
Generate bookmark list per caption type Bool bookmark_list_per_caption_type__sys
Exclude captions of type String caption_bookmarks_exclusion_types__sys
Generate compliant Source PDF rendition Bool preprocess_pdf__sys
Always show Hidden PowerPoint Slides Bool render_ppt_hidden_slides__sys
Allow viewing of protected PDFs Bool view_protected_pdf__sys
Prevent merge in steady state Bool prevent_steady_state_merge__sys
Remove properties from Renditions Bool clear_rendition_properties__sys
Post processing for PDFs with security Bool post_process_restricted_pdf__sys

CData Cloud

RenditionProfiles2

renditionprofile__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

RenditionTypes

renditiontype__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ReportExcelTemplates

reportexceltemplate__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Reports

report__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
API Name String api_name__v
Report Type String report_type__sys
Tags String tags__sys
Description String description__sys
Runs As String flash_runs_as__sys
Schedule String flash_schedule__sys
Last Ran Datetime flash_last_ran__sys
Is Shared? Bool is_shared__sys
Report Type Alias String report_type_alias__sys
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Lifecycle String lifecycle__v
Lifecycle State String state__v
Class String class__sys

CData Cloud

Responses

Captures user-submitted answers to checklist or form-based questions, including response values, comments, attachments, and lifecycle states. Supports a variety of input types such as numeric, text, date, and file uploads, and is used to track data collection outcomes in structured assessments.

Columns

Name Type Description
ID String The unique identifier for the response record within the system.
Response_Type String The type or classification of the response, such as text, numeric, or date.
Name String The name or label of the response record for reference.
Status String The current status of the response, such as active or inactive.
Created_By String The user who originally created the response record.
Created_Date Datetime The date and time when the response record was created.
Last_Modified_By String The user who most recently modified the response record.
Last_Modified_Date Datetime The date and time when the response record was last updated.
Attachment_Allowed_Attachment_ Bool The flag indicating whether an attachment file is allowed.
Attachment_Allowed_Document_ Bool The flag indicating whether a document is allowed as an attachment.
Attachment_Document String The name or reference to the attached document.
Attachment_Document_unbound_ Int The numeric value representing an unbound document attachment, if applicable.
Attachment_Required_Attachment_ Bool The flag indicating whether an attachment is required.
Attachment_Required_Document_ Bool The flag indicating whether a document is required as an attachment.
Checklist String The checklist to which this response is associated.
Comment String The comment text associated with the response.
Comment_Allowed Bool The flag indicating whether commenting is allowed for this response.
Comment_Required Bool The flag indicating whether a comment is required for submission.
Maximum_Answer_Value Int The highest allowable value for a numeric response.
Minimum_Answer_Value Int The lowest allowable value for a numeric response.
Question_Text String The text of the question to which this response corresponds.
Required_Response Bool The flag indicating whether a response is mandatory.
Response_Text String The free-text response provided by the user.
Response_Number Int The numeric value submitted in response to the question.
Response_Date Date The date submitted in response to the question.
Maximum_Selectable_Answers Int The maximum number of options that may be selected in the response.
Checklist_Answer_Type String The type of answer allowed in the checklist (for example, single choice or multi-select).
Checklist_Design String The design or format template applied to the checklist.
Sorting_Order String The order used to sort this response among others.
Display_Order String The order in which the response is displayed in the UI.
Enabled Bool The flag indicating whether this response option is currently enabled.
Section String The section within the form or checklist to which the response belongs.
Question_Design String The design template or style applied to the question.
Lifecycle String The lifecycle assigned to the response record, defining its usage state.
Lifecycle_State String The current state within the response lifecycle, such as Draft or Published.

CData Cloud

RolePermissionsets

rolepermissionset__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

SampleLotItems

sample_lot_item__v

Columns

Name Type Description
ID [KEY] String id
Sample Lot Item Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Active Bool active__v
Sample Lot Item Id String sample_lot_item_id__v
Tag Alert Number String tag_alert_number__v
Sample Lot String sample_lot__v
Legacy CRM Id String legacy_crm_id__v

CData Cloud

SamplesStateCredentialSettings

samples_state_credential_settings__v

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Samples State Credentials Settings Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Allowed Schedules String allowed_schedules__v
Collaborative Relationship Required Bool collaborative_relationship_required__v
Country String country__v
Credential String credential__v
External Id String external_id__v
Restricted Products String restricted_products__v
State String state_province__v
Owner String ownerid__v
Legacy CRM Id String legacy_crm_id__v

CData Cloud

ScheduledDataExports

scheduled_data_export__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Global ID String global_id__sys
Type String object_type__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Link String link__sys
Delete File String delete_file__sys
Entity Label String entity_label__sys
Entity Name String entity_name__sys
Entity Run Date Datetime entity_run_date__sys
Entity Run Status String entity_run_status__sys
Failure Reason String failure_reason__sys
Job ID String job_id__sys
Update File String update_file__sys
Full Data File String full_data_file__sys
Export Period Start Date Datetime export_period_start_date__sys
Export Period End Date Datetime export_period_end_date__sys

CData Cloud

SdkJobs

sdkjob__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

SearchableFields

searchablefield__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

SearchCollections

searchcollection__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

SearchCollectionSections

searchcollectionsection__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

SectionDesigns

Provides a structured view of layout designs for document or form sections. This is used to drive UI rendering or template configurations in document-centric workflows.

Columns

Name Type Description
ID String Unique identifier for the section design entry, typically auto-generated by the system.
SectionDesignType String Specifies the classification or type of the section design, which defines its purpose within a checklist or structured document.
Name String The human-readable name assigned to the section design for identification and display in user interfaces.
Status String Indicates the current operational status of the section design, such as Active, Inactive, or Archived.
CreatedBy String Username or identifier of the user who initially created the section design record.
CreatedDate Datetime Timestamp recording when the section design was first created in the system.
LastModifiedBy String Username or identifier of the user who last updated the section design record.
LastModifiedDate Datetime Timestamp indicating the most recent modification made to the section design.
ChecklistDesign String Reference to the associated checklist design this section design belongs to, establishing a parent-child relationship.
Order Int Defines the display sequence of this section within the checklist, influencing its visual or execution order.
Description String Detailed textual explanation or notes describing the purpose, scope, or content of the section design.
Header String Optional display text used as a header for the section, typically shown in the rendered checklist layout.
Lifecycle String Name of the lifecycle applied to the section design, used to manage its phases such as draft, review, or approved.
LifecycleState String Current state of the section design within its assigned lifecycle, controlling access and editing rights.
Weight Int Numeric weight used for prioritization, ranking, or scoring logic within the checklist or associated workflows.

CData Cloud

Sections

Displays information on logical sections used in templates or structured content. This helps organize content into modular segments for consistent formatting and easy editing.

Columns

Name Type Description
ID String Unique identifier for the section record, used as the primary key within the system.
Section_Type String Defines the classification or category of the section, such as Safety, Efficacy, or Compliance.
Name String Human-readable title of the section, typically used for display and reference in the application UI.
Status String Current state of the section, such as Draft, In Review, Approved, or Archived.
Created_By String Username or system identifier of the individual who originally created the section.
Created_Date Datetime Timestamp indicating when the section was first created in the system.
Last_Modified_By String Username or system identifier of the user who last updated the section.
Last_Modified_Date Datetime Timestamp reflecting the most recent modification made to the section.
Checklist_Section_Status String Indicates the progress or state of the section within a checklist, such as Not Started, In Progress, or Completed.
Checklist String Reference to the associated checklist to which this section belongs, typically a foreign key or identifier.
Order Int Numerical value representing the display order of the section within the checklist. Lower values are shown first.
Description String Free-text field providing detailed information or context about the section's purpose or contents.
Header String Header text used to label or identify the section in visual layouts or reports.
Weight_ Int Numeric weighting value used to influence the importance or scoring contribution of the section.
Score_ Int Score assigned to the section based on evaluation or assessment criteria defined in the checklist.

CData Cloud

SecurityPolicies

security_policy__sys

Columns

Name Type Description
ID [KEY] String id
Policy Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Allow Login Via Salesforce Bool allow_login_via_salesforce__sys
Description String description__sys
Policy Key String policy_key__sys
Global ID String global_id__sys
Link String link__sys
Authentication Type String authentication_type__sys

CData Cloud

SecurityProfiles

security_profile__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Profile Key String profile_key__sys
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Profile Name String profile_name__sys
Global ID String global_id__sys
Link String link__sys

CData Cloud

SentEmail

sent_email__v

Columns

Name Type Description
ID [KEY] String id
Sent Email Type String object_type__v
Global ID String global_id__sys
Link String link__sys
Sent Email Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
To Address String account_email__v
Activity Tracking Mode String activity_tracking_mode__v
Bcc String bcc__v
Capture Datetime Datetime capture_datetime__v
Email Values String email_config_values__v
Email Fragments String email_fragments__v
Email Group ID String email_group_id__v
Sent Date Datetime email_sent_date__v
Email Source String email_source__v
Entity Reference ID String entity_reference_id__v
Event Attendee Mobile Id String event_attendee_mobile_id__v
Event Mobile Id String event_mobile_id__v
Status Details String failure_msg__v
Last Email Activity Date Datetime last_activity_date__v
Last Device String last_device__v
MC Capture Datetime Datetime mc_capture_datetime__v
Mobile ID String mobile_id__v
Receipt Entity Type String receipt_entity_type__v
Receipt Record Id String receipt_record_id__v
Reject Reason String reject_reason__v
Related Transaction ID String related_transaction_id__v
Review Datetime Datetime review_datetime__v
Scheduled Send Datetime Datetime scheduled_send_datetime__v
From Address String sender_email__v
Sent Email Status String sent_email_status__v
Subject String subject__v
Territory String territory__v
User Input Text String user_input_text__v
VExternal Id String vexternal_id__v
Valid Consent Exists Bool valid_consent_exists__v
Account String account__v
Email Template String approved_email_template__v
Call String call2__v
Content Type String content_type__v
Detail Group String detail_group__v
Attendee String em_attendee__v
Event Speaker String em_event_speaker__v
Event String event__v
Key Message String key_message__v
Medical Event String medical_event__v
Medical Inquiry String medical_inquiry__v
Parent Email String parent_email__v
Product String product__v
Reviewer String reviewer__v
Suggestion String suggestion__v
User String user__v
Owner String ownerid__v
Document Views Decimal approved_document_views__v
Total Clicks Decimal click_count__v
Last Click Datetime last_click_date__v
Last Open Datetime last_open_date__v
Total Opens Decimal open_count__v
Clicked Decimal clicked__v
Events Management Subtype String events_management_subtype__v
Opened Decimal opened__v
Product Display String product_display__v
Event Attendee String event_attendee__v
Event Team Member String em_event_team_member__v
Legacy CRM Id String legacy_crm_id__v
Campaign Execution ID String campaign_execution_id__v
Email Files String email_files__v
Veeva Distributions String veeva_distributions__v
Controlling Campaign String ctrl_campaign__v
Campaign Activity String campaign_activity__v
User Country String country_user__v
Account Country String country_account__v
Email Builder Values String email_builder_values__v
Event Execution ID String event_execution_id__v
List Unsubscribe Header String list_unsubscribe_header__v
Email Builder String email_builder__v
Veeva Content String veeva_content__v
Campaign Target String campaign_target__v
Email Builder Rule String email_builder_rule__v
Email Values2 String email_config_values_file__v
Email Content String email_content_file__v
Campaign Activity Object Type String campaign_activity_object_type__v

CData Cloud

ShareAction

mobileshareactionconfig__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Mobile Share Action String mobile_share_action__sys
Allowed For String allowed_for__sys
Description String description__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

SharedWorkflowVariables

sharedworkflowvariable__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

SignaturePages2

signaturepage__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

SuppressedEmailAddresses

suppressed_email_address__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Global ID String global_id__sys
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Link String link__sys
Email Address String email_address__sys
Suppression Reason String suppression_reason__sys
Suppression Date Datetime suppression_date__sys

CData Cloud

Systems

Provides a consolidated view of system-level configurations and metadata relevant to Veeva Vault environments, including platform setup, integration statuses, and system dependencies.

Columns

Name Type Description
ID String Unique system identifier assigned by Veeva Vault. This is used internally to track system records across the platform.
Name String The official name of the system as registered within Veeva Vault. This name is typically recognizable by business users.
Status String Current operational state of the system, such as Active, Inactive, or Deprecated, indicating its availability for use.
CreatedBy String Username or user ID of the person who initially created the system record in Veeva Vault.
CreatedDate Datetime Timestamp indicating when the system record was first created. This is useful for auditing and lifecycle tracking.
LastModifiedBy String Username or user ID of the person who most recently updated the system record.
LastModifiedDate Datetime Timestamp indicating the last time any updates were made to the system record.
CiId String Configuration Item ID linking the system to an entry in a Configuration Management Database (CMDB), if integrated.
BusinessArea String The business domain or organizational function associated with the system, such as Regulatory, Quality, or Commercial.
ResponsibleItOrganization String The internal IT department or external partner accountable for maintaining and supporting the system.

CData Cloud

TabCollectionItems

tabcollectionitem__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

TabCollections

tabcollection__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

TabGroups

tab_group__sys

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Tab Label String tab_label__sys
Tab ID String tab_id__sys
Tab Type String tab_type__sys
Parent Tab ID String parent_tab_id__sys

CData Cloud

TagSecurityImpactAnalysisProcessors

tagsecurityimpactanalysisprocessor__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Checksum String checksum__sys
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

TagSecurityRuleAssignments

tagsecurityruleassignment__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
object_name__sys String object_name__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

TagSecurityRules

tagsecurityrule__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Help Content String help_content__sys
Description String description__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

TierCountryMappings

tier_country_mapping__v

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Country String country__v
Tier String tier__v

CData Cloud

TrackedNotificationEventHandler

trackednotificationeventhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

UIWidgetAttributes

uiwidgetattribute__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
parent String parent
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

UIWidgets

uiwidget__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

UpgradeTask

sdkupgradetask__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

UserAccountEmails

accountmessage__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Userdefinedclasses

userdefinedclass__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

Userdefinedmodels

userdefinedmodel__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

UserDefinedServices

userdefinedservice__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Interface String interface__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

UserRoles

user_role__sys

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
User String user__sys
Application Role String application_role__sys
Description String description__sys

CData Cloud

VaultComponentRelationships

vault_component_relationship__sys

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Blocking Type String blocking__sys
Source Component String source_component__sys
Target Component String target_component__sys
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Target Component Type String target_component_type__sys
Target Component Name String target_component_name__sys
Target Sub Component Type String target_sub_type__sys
Target Sub Component Name String target_sub_name__sys
Global ID String global_id__sys
Link String link__sys

CData Cloud

VaultComponents

vault_component__v

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
Component Label String label__v
Component Name String component_name__v
Checksum String checksum__v
Component Type String component_type__v
External ID String external_id__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Component Modified Date Datetime component_modified_date__sys
Global ID String global_id__sys
Link String link__sys

CData Cloud

VaultDomainReparentEventHandlers

vaultreparenteventhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

VaultFileManagerUsers

vfm_user__sys

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
User String vfm_user_id__sys
Last Connected Date Datetime last_connected_date__sys
VFM Version String vfm_version__sys

CData Cloud

VaultTokens

vaulttoken__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Clone Behavior String clone_behavior__sys
Type String type__sys
System Managed Bool system_managed__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

VeevaIdUserRegistrationEventHandlers

veevaiduserregistrationeventhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Checksum String checksum__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

ViewableRenditionGenerateEventHandlers

viewablerenditiongenerateeventhandler__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

WebApiGroups

webapigroup__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Description String description__sys
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

WebApis

webapi__sys

Columns

Name Type Description
ID [KEY] String id
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
api_name__sys String api_name__sys
namespace__sys String namespace__sys
isstub__sys Bool isstub__sys

CData Cloud

WorkflowItemObjects

Contains item-level information about each document or object record associated with a unique instance of a workflow.

View-Specific Information

The active_workflow_item__sys and inactive_workflow_item__sys objects contain item-level information about each document or object record associated with a workflow. A single document or object record can only be in one workflow at a time, but it may be associated with multiple canceled or completed workflow instances. For example, cancelling a workflow associated with three documents would create three unique item instances in the inactive_workflow_item__sys object: one for each document. Starting and completing the same workflow would create another set of unique item instances, for a total of six unique item instances.

Columns

Name Type Description
Id [KEY] String The workflow instance Id.
Workflow String An object reference to the parent workflow__sys.
Type String The type of workflow item, either document__sys, document_version__sys, or object__sys.
Document String The document Id if type__sys is document__sys; otherwise, this value is null. When the workflow is started with unbound document versions, this field has a value, and document_version__sys is null.
DocumentVersion String The document Id if type__sys is document_version__sys; otherwise, this value is null. When the workflow is started with bound document versions, this field has a value, and document__sys is null.
ObjectName String The object record name if type__sys is object__sys, null otherwise.
ObjectRecordId String The object record Id if type__sys is object__sys; otherwise, this value is null.
IsActive Boolean By default, we retrieve data for both active and inactive workflow Item Objects. Set to true to retrieve only active workflow item objects, or set to False to retrieve only inactive workflow item objects.

CData Cloud

WorkflowObjects

Contains workflow-level information about each workflow instance.

View-Specific Information

The active_workflow__sys and inactive_workflow__sys objects contain workflow-level information about each workflow instance. A single workflow can have multiple instances, so each record for these objects represents a unique instance of a workflow.

Columns

Name Type Description
Id [KEY] String The workflow instance Id.
Label String The workflow label visible to Admins in the Vault UI.
Name String The name of this workflow.
Owner String An object reference to the user__sys record in the workflow owner role.
Cardinality String Indicates how many items can be included in this workflow; either one__sys or one_or_many__sys.
Type String The workflow type, which is either document__sys or object__sys.
Status String The workflow status, which is either active__v, cancelled__v, or completed__v.
WorkflowDefinitionVersion String The workflow configuration version. Refer to the Vault documentation for more information.
DueDate Datetime The date by which this workflow must be completed. If the workflow has no due date, this value is null.
CancelledDate Datetime The date this workflow was cancelled. If the workflow was not cancelled, this value is null.
CancellationComment String If configured, the comment added by a user when cancelling the workflow. If the workflow was not cancelled, this value is null.
CompletedDate Datetime The date this workflow was completed. If the workflow has not completed, this value is null.
CreatedBy String An object reference to the user__sys record which created this workflow instance.
CreatedDate Datetime The date this workflow was created.
ModifiedBy String An object reference to the user__sys record which last modified this workflow instance.
ModifiedDate Datetime The date this workflow was last modified.
Class String If this is a Read and Understood workflow, this value is read_and_understood__sys. Otherwise, this value is null.
IsActive Boolean By default, we retrieve data for both active and inactive workflow Item Objects. Set to 'true' to retrieve only active workflow item objects, or set to 'false' to retrieve only inactive workflow item objects.

CData Cloud

Workflows

workflow__v

Columns

Name Type Description
ID [KEY] String id
Name String name__v
Status String status__v
External ID String external_id__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Global ID String global_id__sys
Link String link__sys

CData Cloud

WorkflowTaskItemObjects

Contains item-level information about each user task associated with a workflow.

View-Specific Information

The active_workflow_task_item__sys and inactive_workflow_task_item__sys objects contain item-level information about each user task associated with a workflow. A single Document Task can be assigned on multiple documents, so for document workflows, each record in these objects represents a unique instance of a task-user-document iteration.

For example, assigning an Approval task on three documents would create three unique task item instances: one for each document. Assigning this Approval task on three documents to two users would create two task instances and six item instances: one task instance for each user, and three task item instances for each task instance.

Columns

Name Type Description
Id [KEY] String The workflow task item instance Id.
Task String An object reference to the parent task record.
TaskComment String If configured, task items may require a comment. If this task item is still in progress or a comment is not required, this value may be null.
Workflow String An object reference to the parent workflow record.
Status String The status of this workflow task item, either completed__sys, cancelled__sys, excluded__sys, or pending__sys.
Capacity String If configured, task verdicts may require a capacity. This is a value input by the user which provides more context for the verdict. If this task item is still in progress or capacity is not required, this value may be null.
Verdict String If configured, task items may require a verdict. This is value input by the user which provides context for task completion. If this task item is still in progress or verdict is not required, this value may be null.
VerdictReason String If configured, task verdicts may require a reason. This is a value input by the user which provides more context for the verdict. If this task item is still in progress or a verdict reason is not required, this value may be null.
VerdictComment String If configured, task verdicts may require a comment. This is a value input by the user which provides more context for the verdict. If this task item is still in progress or a comment is not required, this value may be null.
Type String The type of workflow item: document__sys, document_version__sys, or object__sys.
DocumentId String The document Id if type__sys is document__sys; otherwise, the document Id is null. When the workflow is started with unbound document versions, this field has a value, and document_version__sys is null.
VerdictDocumentMajorVersionNumber Double If this task item has a verdict__sys, this field value is the major version of the document associated with the verdict.
VerdictDocumentMinorVersionNumber Double If this task item has a verdict__sys, this field value is the minor version of the document associated with the verdict.
VerdictDocumentVersionId String If this task item has a verdict__sys, this field value contains the Id, major version, and minor version of the document associated with the verdict. The format is id_major_minor.
Object String The object record name if the workflow item is an object record; otherwise, the value is null.
ObjectRecordId String The object record Id if the workflow item is an object record; otherwise, the value is null.
IsActive Boolean By default we retrieve data for both active and inactive Workflow Task Item Objects. Set to 'true' to retrieve only active workflow Task Item objects, or set to 'false' to retrieve only inactive Workflow Task Item objects.

CData Cloud

WorkflowTaskObjects

Contains task-level information about each user task associated with a workflow.

View-Specific Information

The active_workflow_task__sys and inactive_workflow_task__sys objects contain task-level information about each user task associated with a workflow. A single task can be assigned to multiple users, so each record for these objects represents a unique instance of a task-user iteration. For example, assigning the same Approval task to three unique users would create three unique task instances: one for each user. If the workflow later needed to assign new Approval tasks, it would create new task instances.

Columns

Name Type Description
Id [KEY] String The workflow task instance Id.
Workflow String An object reference to the parent workflow__sys.
Label String The workflow task label visible to users in the Vault UI.
Name String The name of this workflow task.
Owner String An object reference to the user__sys record assigned to this task. If unassigned, this value is null.
ParticipantGroup String The participant groups assigned to this workflow task.
Status String The status of this workflow task, either available__sys, assigned__sys, completed__sys, or cancelled__sys.
AssignedDate Datetime The date this workflow task was assigned.
CancelledDate Datetime The date this workflow task was cancelled. If the task was not cancelled, this value is null.
CompletedBy String An object reference to the user__sys record which completed this workflow task instance.
CreatedDate Datetime The date this workflow task instance was created.
DueDate Datetime The date by which this task must be completed. If the task has no due date, this value is null.
ModifiedDate Datetime The date this workflow task was last modified.
Iteration Int The number of times this task instance has iterated. For example, a user completed an Approval task, then something changed on the document or object record, requiring the user to complete the Approval task a second time. In this case, iteration__sys would be 2.
Instructions String The written instructions for this workflow task. This is custom text created by your Vault Admin when configuring this workflow task.
GroupInstructions String The written instructions for this workflow task, sent when a task is made available to multiple participants. This is custom text created by the workflow owner. This field only has a value if the workflow is configured to Allow workflow initiator to select participants and to Allow task instructions for these participants.
IsActive Boolean By default we retrieve data for both active and inactive Workflow Task Item Objects. Set to 'true' to retrieve only active workflow Task Item objects or set to 'false' to retrieve only inactive Workflow Task Item objects.

CData Cloud

WorkflowVariables

workflow_variable__sys

Columns

Name Type Description
ID [KEY] String id
Global ID String global_id__sys
Link String link__sys
Name String name__v
Status String status__v
Created By String created_by__v
Created Date Datetime created_date__v
Last Modified By String modified_by__v
Last Modified Date Datetime modified_date__v
Workflow ID Decimal process_instance_id__sys

CData Cloud

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the Cloud beyond simple SELECT/INSERT/UPDATE/DELETE operations with Vault CRM.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Vault CRM, along with an indication of whether the procedure succeeded or failed.

CData Cloud - Vault CRM Stored Procedures

Name Description
CreateDocument Create a single document.
CreateDocumentVersion Add a new draft version of an existing document. You can choose to either use the existing source file, or a new source file. These actions will increase the document's minor version number. This is analogous to using the Create Draft action in the UI. Note that not all documents are eligible for draft creation. For example, you cannot create a draft of a checked out document.
UpdateDocument Update editable field values on the latest version of a single document. Deprecated - Perform Update on Documents table instead.

CData Cloud

CreateDocument

Generates a new document record in the Vault, which allows metadata and source file information to be initialized. This procedure supports setting document properties, types, lifecycles, and classification as part of the creation process.

To find the API names of the Documents table, get the Description column for the table Documents:

SELECT Description FROM [sys_tablecolumns] WHERE TableName = 'Documents'

The Description column will contain the API names of the Documents table. Now, use these API names to update a document, for example:

EXEC CreateDocument File = 'C:/Users/Public/document1.docx', Type__v = 'Promotional Piece', Subtype__v = 'Advertisement', lifecycle__v = 'example'

Input

Name Type Required Description
File String False Input specifying the full file path to the source document that will be uploaded into Veeva Vault. This path should point to a local or network-accessible file, such as C:/Users/Public/Desktop/document.docx. The system supports files up to a maximum size of 4 GB. This is optional.
FileName String False Specifies the document's file name, including its extension, such as document.docx or report.pdf. This value is optional when using the File input, but is required if providing the document content through the Content parameter, as the system needs the file name to assign and store the document correctly.

Result Set Columns

Name Type Description
ResponseStatus String Indicates the overall outcome of the document creation operation. Typical values can include success or failure, which can be used for programmatic handling or logging.
ResponseMessage String Provides a human-readable message detailing the result of the document creation request. This can include confirmation text, warnings, or error details to assist with debugging or process validation.
Id String The unique Vault-assigned document ID corresponding to the newly created document. This ID can be used for follow-up operations such as versioning, metadata updates, or workflow initiation.

CData Cloud

CreateDocumentVersion

Generates a new draft version of an existing document by either reusing the current source file or uploading a new file. The procedure increments the document;s minor version number and simulates the create draft UI action.

  EXEC CreateDocumentVersion File = 'C:/Users/Public/document2.docx', DocumentId = '514', CreateDraft = 'uploadedContent', Description = 'This is a description', suppressRendition = 'true'

Input

Name Type Required Description
DocumentId String True The unique identifier of the existing document in Veeva Vault for which a new version is being created. This ID must correspond to a valid document already stored in the system.
File String False Optional. This is used when createDraft is set to uploadedContent. Accepts a binary file upload to serve as the new source content for the document version. Required if the target document is a placeholder or if replacing the existing content with new file-based input.
FileName String False The name of the file, including its extension (such as .docx, .pdf), to be associated with the File or Content input. Required when using Content input, and optional when using File input.
CreateDraft String False Determines how the new draft version is created. Set to latestContent to duplicate the current version without uploading new content, similar to the 'Copy file from current version' UI option. Set to uploadedContent to create a draft by uploading a new source file, analogous to the 'Upload a new file' UI option. The uploaded file must not exceed 4 GB in size.

The allowed values are latestContent, uploadedContent.

The default value is latestContent.

Description String False Optional. A textual summary or note describing the purpose or context of the new draft version. Appears in the document's Version History and is visible to users with access. Limited to 1,500 characters.
SuppressRendition String False Optional boolean flag. Set to true to prevent the system from automatically generating a viewable rendition for the uploaded content. If not specified, the system defaults to false, and a rendition will be generated.

The default value is false.

Result Set Columns

Name Type Description
ResponseStatus String Indicates whether the draft document version was successfully created. Returns a status value such as 'success' or 'failure'.
ResponseMessage String Provides a detailed message about the outcome of the draft creation operation, including success confirmations or error explanations.
MajorVersionNumber String The major version component of the newly created draft document version. Increments according to the vault's versioning policies.
MinorVersionNumber String The minor version component of the newly created draft document version, typically used to indicate iterative changes prior to a major release.

CData Cloud

UpdateDocument

Executes an update operation on the latest version of a specified document, modifying only editable fields such as metadata or custom attributes without affecting prior versions.

To find the API names of the Documents table, get the Description column for the table Documents:

SELECT Description FROM [sys_tablecolumns] WHERE TableName = 'Documents'

The Description column will contain the API names of the Documents table. Now, use these API names to update a document, for example:

EXEC UpdateDocument DocumentId = '123', name__v = 'new name', product__v = 'new product'

Input

Name Type Required Description
DocumentId String True Required input. Specifies the unique identifier of the document to be updated. This value must match an existing document record in the system.

Result Set Columns

Name Type Description
ResponseStatus String Indicates the outcome of the update operation. Returns a status such as Success, Failure, or ValidationError based on the execution result.
Id String The unique identifier of the document after the update attempt. Matches the input DocumentId if the update is successful.

CData Cloud

System Tables

You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.

Schema Tables

The following tables return database metadata for Vault CRM:

  • sys_catalogs: Lists the available databases.
  • sys_schemas: Lists the available schemas.
  • sys_tables: Lists the available tables and views.
  • sys_tablecolumns: Describes the columns of the available tables and views.
  • sys_procedures: Describes the available stored procedures.
  • sys_procedureparameters: Describes stored procedure parameters.
  • sys_keycolumns: Describes the primary and foreign keys.
  • sys_indexes: Describes the available indexes.

Data Source Tables

The following tables return information about how to connect to and query the data source:

  • sys_connection_props: Returns information on the available connection properties.
  • sys_sqlinfo: Describes the SELECT queries that the Cloud can offload to the data source.

Query Information Tables

The following table returns query statistics for data modification queries:

  • sys_identity: Returns information about batch operations or single updates.

CData Cloud

sys_catalogs

Lists the available databases.

The following query retrieves all databases determined by the connection string:

SELECT * FROM sys_catalogs

Columns

Name Type Description
CatalogName String The database name.

CData Cloud

sys_schemas

Lists the available schemas.

The following query retrieves all available schemas:

          SELECT * FROM sys_schemas
          

Columns

Name Type Description
CatalogName String The database name.
SchemaName String The schema name.

CData Cloud

sys_tables

Lists the available tables.

The following query retrieves the available tables and views:

          SELECT * FROM sys_tables
          

Columns

Name Type Description
CatalogName String The database containing the table or view.
SchemaName String The schema containing the table or view.
TableName String The name of the table or view.
TableType String The table type (table or view).
Description String A description of the table or view.
IsUpdateable Boolean Whether the table can be updated.

CData Cloud

sys_tablecolumns

Describes the columns of the available tables and views.

The following query returns the columns and data types for the Users table:

SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='Users' 

Columns

Name Type Description
CatalogName String The name of the database containing the table or view.
SchemaName String The schema containing the table or view.
TableName String The name of the table or view containing the column.
ColumnName String The column name.
DataTypeName String The data type name.
DataType Int32 An integer indicating the data type. This value is determined at run time based on the environment.
Length Int32 The storage size of the column.
DisplaySize Int32 The designated column's normal maximum width in characters.
NumericPrecision Int32 The maximum number of digits in numeric data. The column length in characters for character and date-time data.
NumericScale Int32 The column scale or number of digits to the right of the decimal point.
IsNullable Boolean Whether the column can contain null.
Description String A brief description of the column.
Ordinal Int32 The sequence number of the column.
IsAutoIncrement String Whether the column value is assigned in fixed increments.
IsGeneratedColumn String Whether the column is generated.
IsHidden Boolean Whether the column is hidden.
IsArray Boolean Whether the column is an array.
IsReadOnly Boolean Whether the column is read-only.
IsKey Boolean Indicates whether a field returned from sys_tablecolumns is the primary key of the table.
ColumnType String The role or classification of the column in the schema. Possible values include SYSTEM, LINKEDCOLUMN, NAVIGATIONKEY, REFERENCECOLUMN, and NAVIGATIONPARENTCOLUMN.

CData Cloud

sys_procedures

Lists the available stored procedures.

The following query retrieves the available stored procedures:

          SELECT * FROM sys_procedures
          

Columns

Name Type Description
CatalogName String The database containing the stored procedure.
SchemaName String The schema containing the stored procedure.
ProcedureName String The name of the stored procedure.
Description String A description of the stored procedure.
ProcedureType String The type of the procedure, such as PROCEDURE or FUNCTION.

CData Cloud

sys_procedureparameters

Describes stored procedure parameters.

The following query returns information about all of the input parameters for the SampleProcedure stored procedure:

SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'SampleProcedure' AND Direction = 1 OR Direction = 2

To include result set columns in addition to the parameters, set the IncludeResultColumns pseudo column to True:

SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'SampleProcedure' AND IncludeResultColumns='True'

Columns

Name Type Description
CatalogName String The name of the database containing the stored procedure.
SchemaName String The name of the schema containing the stored procedure.
ProcedureName String The name of the stored procedure containing the parameter.
ColumnName String The name of the stored procedure parameter.
Direction Int32 An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters.
DataType Int32 An integer indicating the data type. This value is determined at run time based on the environment.
DataTypeName String The name of the data type.
NumericPrecision Int32 The maximum precision for numeric data. The column length in characters for character and date-time data.
Length Int32 The number of characters allowed for character data. The number of digits allowed for numeric data.
NumericScale Int32 The number of digits to the right of the decimal point in numeric data.
IsNullable Boolean Whether the parameter can contain null.
IsRequired Boolean Whether the parameter is required for execution of the procedure.
IsArray Boolean Whether the parameter is an array.
Description String The description of the parameter.
Ordinal Int32 The index of the parameter.
Values String The values you can set in this parameter are limited to those shown in this column. Possible values are comma-separated.
SupportsStreams Boolean Whether the parameter represents a file that you can pass as either a file path or a stream.
IsPath Boolean Whether the parameter is a target path for a schema creation operation.
Default String The value used for this parameter when no value is specified.
SpecificName String A label that, when multiple stored procedures have the same name, uniquely identifies each identically-named stored procedure. If there's only one procedure with a given name, its name is simply reflected here.
IsCDataProvided Boolean Whether the procedure is added/implemented by CData, as opposed to being a native Vault CRM procedure.

Pseudo-Columns

Name Type Description
IncludeResultColumns Boolean Whether the output should include columns from the result set in addition to parameters. Defaults to False.

CData Cloud

sys_keycolumns

Describes the primary and foreign keys.

The following query retrieves the primary key for the Users table:

         SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Users' 
          

Columns

Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
IsKey Boolean Whether the column is a primary key in the table referenced in the TableName field.
IsForeignKey Boolean Whether the column is a foreign key referenced in the TableName field.
PrimaryKeyName String The name of the primary key.
ForeignKeyName String The name of the foreign key.
ReferencedCatalogName String The database containing the primary key.
ReferencedSchemaName String The schema containing the primary key.
ReferencedTableName String The table containing the primary key.
ReferencedColumnName String The column name of the primary key.

CData Cloud

sys_foreignkeys

Describes the foreign keys.

The following query retrieves all foreign keys which refer to other tables:

         SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'
          

Columns

Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
PrimaryKeyName String The name of the primary key.
ForeignKeyName String The name of the foreign key.
ReferencedCatalogName String The database containing the primary key.
ReferencedSchemaName String The schema containing the primary key.
ReferencedTableName String The table containing the primary key.
ReferencedColumnName String The column name of the primary key.
ForeignKeyType String Designates whether the foreign key is an import (points to other tables) or export (referenced from other tables) key.

CData Cloud

sys_primarykeys

Describes the primary keys.

The following query retrieves the primary keys from all tables and views:

         SELECT * FROM sys_primarykeys
          

Columns

Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
KeySeq String The sequence number of the primary key.
KeyName String The name of the primary key.

CData Cloud

sys_indexes

Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.

The following query retrieves all indexes that are not primary keys:

          SELECT * FROM sys_indexes WHERE IsPrimary='false'
          

Columns

Name Type Description
CatalogName String The name of the database containing the index.
SchemaName String The name of the schema containing the index.
TableName String The name of the table containing the index.
IndexName String The index name.
ColumnName String The name of the column associated with the index.
IsUnique Boolean True if the index is unique. False otherwise.
IsPrimary Boolean True if the index is a primary key. False otherwise.
Type Int16 An integer value corresponding to the index type: statistic (0), clustered (1), hashed (2), or other (3).
SortOrder String The sort order: A for ascending or D for descending.
OrdinalPosition Int16 The sequence number of the column in the index.

CData Cloud

sys_connection_props

Returns information on the available connection properties and those set in the connection string.

The following query retrieves all connection properties that have been set in the connection string or set through a default value:

SELECT * FROM sys_connection_props WHERE Value <> ''

Columns

Name Type Description
Name String The name of the connection property.
ShortDescription String A brief description.
Type String The data type of the connection property.
Default String The default value if one is not explicitly set.
Values String A comma-separated list of possible values. A validation error is thrown if another value is specified.
Value String The value you set or a preconfigured default.
Required Boolean Whether the property is required to connect.
Category String The category of the connection property.
IsSessionProperty String Whether the property is a session property, used to save information about the current connection.
Sensitivity String The sensitivity level of the property. This informs whether the property is obfuscated in logging and authentication forms.
PropertyName String A camel-cased truncated form of the connection property name.
Ordinal Int32 The index of the parameter.
CatOrdinal Int32 The index of the parameter category.
Hierarchy String Shows dependent properties associated that need to be set alongside this one.
Visible Boolean Informs whether the property is visible in the connection UI.
ETC String Various miscellaneous information about the property.

CData Cloud

sys_sqlinfo

Describes the SELECT query processing that the Cloud can offload to the data source.

See SQL Compliance for SQL syntax details.

Discovering the Data Source's SELECT Capabilities

Below is an example data set of SQL capabilities. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.

NameDescriptionPossible Values
AGGREGATE_FUNCTIONSSupported aggregation functions.AVG, COUNT, MAX, MIN, SUM, DISTINCT
COUNTWhether COUNT function is supported.YES, NO
IDENTIFIER_QUOTE_OPEN_CHARThe opening character used to escape an identifier.[
IDENTIFIER_QUOTE_CLOSE_CHARThe closing character used to escape an identifier.]
SUPPORTED_OPERATORSA list of supported SQL operators.=, >, <, >=, <=, <>, !=, LIKE, NOT LIKE, IN, NOT IN, IS NULL, IS NOT NULL, AND, OR
GROUP_BYWhether GROUP BY is supported, and, if so, the degree of support.NO, NO_RELATION, EQUALS_SELECT, SQL_GB_COLLATE
OJ_CAPABILITIESThe supported varieties of outer joins supported.NO, LEFT, RIGHT, FULL, INNER, NOT_ORDERED, ALL_COMPARISON_OPS
OUTER_JOINSWhether outer joins are supported.YES, NO
SUBQUERIESWhether subqueries are supported, and, if so, the degree of support.NO, COMPARISON, EXISTS, IN, CORRELATED_SUBQUERIES, QUANTIFIED
STRING_FUNCTIONSSupported string functions.LENGTH, CHAR, LOCATE, REPLACE, SUBSTRING, RTRIM, LTRIM, RIGHT, LEFT, UCASE, SPACE, SOUNDEX, LCASE, CONCAT, ASCII, REPEAT, OCTET, BIT, POSITION, INSERT, TRIM, UPPER, REGEXP, LOWER, DIFFERENCE, CHARACTER, SUBSTR, STR, REVERSE, PLAN, UUIDTOSTR, TRANSLATE, TRAILING, TO, STUFF, STRTOUUID, STRING, SPLIT, SORTKEY, SIMILAR, REPLICATE, PATINDEX, LPAD, LEN, LEADING, KEY, INSTR, INSERTSTR, HTML, GRAPHICAL, CONVERT, COLLATION, CHARINDEX, BYTE
NUMERIC_FUNCTIONSSupported numeric functions.ABS, ACOS, ASIN, ATAN, ATAN2, CEILING, COS, COT, EXP, FLOOR, LOG, MOD, SIGN, SIN, SQRT, TAN, PI, RAND, DEGREES, LOG10, POWER, RADIANS, ROUND, TRUNCATE
TIMEDATE_FUNCTIONSSupported date/time functions.NOW, CURDATE, DAYOFMONTH, DAYOFWEEK, DAYOFYEAR, MONTH, QUARTER, WEEK, YEAR, CURTIME, HOUR, MINUTE, SECOND, TIMESTAMPADD, TIMESTAMPDIFF, DAYNAME, MONTHNAME, CURRENT_DATE, CURRENT_TIME, CURRENT_TIMESTAMP, EXTRACT
REPLICATION_SKIP_TABLESIndicates tables skipped during replication.
REPLICATION_TIMECHECK_COLUMNSA string array containing a list of columns which will be used to check for (in the given order) to use as a modified column during replication.
IDENTIFIER_PATTERNString value indicating what string is valid for an identifier.
SUPPORT_TRANSACTIONIndicates if the provider supports transactions such as commit and rollback.YES, NO
DIALECTIndicates the SQL dialect to use.
KEY_PROPERTIESIndicates the properties which identify the uniform database.
SUPPORTS_MULTIPLE_SCHEMASIndicates if multiple schemas may exist for the provider.YES, NO
SUPPORTS_MULTIPLE_CATALOGSIndicates if multiple catalogs may exist for the provider.YES, NO
DATASYNCVERSIONThe CData Data Sync version needed to access this driver.Standard, Starter, Professional, Enterprise
DATASYNCCATEGORYThe CData Data Sync category of this driver.Source, Destination, Cloud Destination
SUPPORTSENHANCEDSQLWhether enhanced SQL functionality beyond what is offered by the API is supported.TRUE, FALSE
SUPPORTS_BATCH_OPERATIONSWhether batch operations are supported.YES, NO
SQL_CAPAll supported SQL capabilities for this driver.SELECT, INSERT, DELETE, UPDATE, TRANSACTIONS, ORDERBY, OAUTH, ASSIGNEDID, LIMIT, LIKE, BULKINSERT, COUNT, BULKDELETE, BULKUPDATE, GROUPBY, HAVING, AGGS, OFFSET, REPLICATE, COUNTDISTINCT, JOINS, DROP, CREATE, DISTINCT, INNERJOINS, SUBQUERIES, ALTER, MULTIPLESCHEMAS, GROUPBYNORELATION, OUTERJOINS, UNIONALL, UNION, UPSERT, GETDELETED, CROSSJOINS, GROUPBYCOLLATE, MULTIPLECATS, FULLOUTERJOIN, MERGE, JSONEXTRACT, BULKUPSERT, SUM, SUBQUERIESFULL, MIN, MAX, JOINSFULL, XMLEXTRACT, AVG, MULTISTATEMENTS, FOREIGNKEYS, CASE, LEFTJOINS, COMMAJOINS, WITH, LITERALS, RENAME, NESTEDTABLES, EXECUTE, BATCH, BASIC, INDEX
PREFERRED_CACHE_OPTIONSA string value specifies the preferred cacheOptions.
ENABLE_EF_ADVANCED_QUERYIndicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side.YES, NO
PSEUDO_COLUMNSA string array indicating the available pseudo columns.
MERGE_ALWAYSIf the value is true, The Merge Mode is forcibly executed in Data Sync.TRUE, FALSE
REPLICATION_MIN_DATE_QUERYA select query to return the replicate start datetime.
REPLICATION_MIN_FUNCTIONAllows a provider to specify the formula name to use for executing a server side min.
REPLICATION_START_DATEAllows a provider to specify a replicate startdate.
REPLICATION_MAX_DATE_QUERYA select query to return the replicate end datetime.
REPLICATION_MAX_FUNCTIONAllows a provider to specify the formula name to use for executing a server side max.
IGNORE_INTERVALS_ON_INITIAL_REPLICATEA list of tables which will skip dividing the replicate into chunks on the initial replicate.
CHECKCACHE_USE_PARENTIDIndicates whether the CheckCache statement should be done against the parent key column.TRUE, FALSE
CREATE_SCHEMA_PROCEDURESIndicates stored procedures that can be used for generating schema files.

The following query retrieves the operators that can be used in the WHERE clause:

SELECT * FROM sys_sqlinfo WHERE Name = 'SUPPORTED_OPERATORS'
Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.

Columns

Name Type Description
NAME String A component of SQL syntax, or a capability that can be processed on the server.
VALUE String Detail on the supported SQL or SQL syntax.

CData Cloud

sys_identity

Returns information about attempted modifications.

The following query retrieves the Ids of the modified rows in a batch operation:

         SELECT * FROM sys_identity
          

Columns

Name Type Description
Id String The database-generated Id returned from a data modification operation.
Batch String An identifier for the batch. 1 for a single operation.
Operation String The result of the operation in the batch: INSERTED, UPDATED, or DELETED.
Message String SUCCESS or an error message if the update in the batch failed.

CData Cloud

sys_information

Describes the available system information.

The following query retrieves all columns:

SELECT * FROM sys_information

Columns

NameTypeDescription
ProductStringThe name of the product.
VersionStringThe version number of the product.
DatasourceStringThe name of the datasource the product connects to.
NodeIdStringThe unique identifier of the machine where the product is installed.
HelpURLStringThe URL to the product's help documentation.
LicenseStringThe license information for the product. (If this information is not available, the field may be left blank or marked as 'N/A'.)
LocationStringThe file path location where the product's library is stored.
EnvironmentStringThe version of the environment or rumtine the product is currently running under.
DataSyncVersionStringThe tier of CData Sync required to use this connector.
DataSyncCategoryStringThe category of CData Sync functionality (e.g., Source, Destination).

CData Cloud

Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication


PropertyDescription
AuthSchemeThe scheme used for authentication. Accepted entries are Basic, AzureAD, AzureADOpenID and OKTA.
URLThe hostname displayed in the URL after logging into Vault CRM.
UserSpecifies the authenticating user's user ID.
PasswordSpecifies the authenticating user's password.
OpenIDConnectProfileIDThe ID of your OAuth2.0 / Open ID Connect profile.

Connection


PropertyDescription
APIVersionThe version of the Vault CRM API used.

Azure Authentication


PropertyDescription
AzureTenantIdentifies the Vault CRM tenant being used to access data. Accepts either the tenant's domain name (for example, contoso.onmicrosoft.com ) or its directory (tenant) ID.

SSO


PropertyDescription
SSOLoginURLThe identity provider's login URL.
SSOPropertiesAdditional properties required to connect to the identity provider, formatted as a semicolon-separated list.
SSOExchangeURLThe URL used for consuming the SAML response and exchanging it for service specific credentials.

OAuth


PropertyDescription
OAuthClientIdSpecifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecretSpecifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).
ScopeSpecifies the scope of the authenticating user's access to the application, to ensure they get appropriate access to data. If a custom OAuth application is needed, this is generally specified at the time the application is created.

SSL


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.

Logging


PropertyDescription
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.

Schema


PropertyDescription
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Miscellaneous


PropertyDescription
ColumnNamesLocaleIndicates the language used for column names in query results. This setting only applies to views representing Vault Objects.
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
PagesizeSpecifies the maximum number of records per page the provider returns when requesting data from Vault CRM.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UseDisplayNamesSpecifies whether the provider uses label names or API names for certain operations.
UseSimpleNamesSpecifies whether or not simple names should be used for tables and columns.
CData Cloud

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.


PropertyDescription
AuthSchemeThe scheme used for authentication. Accepted entries are Basic, AzureAD, AzureADOpenID and OKTA.
URLThe hostname displayed in the URL after logging into Vault CRM.
UserSpecifies the authenticating user's user ID.
PasswordSpecifies the authenticating user's password.
OpenIDConnectProfileIDThe ID of your OAuth2.0 / Open ID Connect profile.
CData Cloud

AuthScheme

The scheme used for authentication. Accepted entries are Basic, AzureAD, AzureADOpenID and OKTA.

Possible Values

Basic, AzureAD, OKTA

Data Type

string

Default Value

"Basic"

Remarks

  • Basic: Set this to authenticate using the Basic authentication schema. You need to specify the User and Password connection properties for this schema.
  • AzureAD: Set to authenticate using OpenID Connect authentication schema with the Azure AD authentication provider.
  • OKTA: Set this to perform SSO authentication through OKTA. All identity providers require the following common connection properties. [SSOLoginURL/SSOExchangeURL]

CData Cloud

URL

The hostname displayed in the URL after logging into Vault CRM.

Data Type

string

Default Value

""

Remarks

This property specifies the hostname of the Vault that the Cloud uses to connect to your Vault CRM instance. It determines which Vault environment your connection targets. The value should match the host portion of the URL displayed after you log in to Vault CRM.

CData Cloud

User

Specifies the authenticating user's user ID.

Data Type

string

Default Value

""

Remarks

The authenticating server requires both User and Password to validate the user's identity.

CData Cloud

Password

Specifies the authenticating user's password.

Data Type

string

Default Value

""

Remarks

The authenticating server requires both User and Password to validate the user's identity.

CData Cloud

OpenIDConnectProfileID

The ID of your OAuth2.0 / Open ID Connect profile.

Data Type

string

Default Value

""

Remarks

Specifies the ID of the OAuth 2.0 / OpenID Connect profile in Vault CRM used for authentication. This property is used only when using the AzureAD AuthScheme and is useful for selecting the appropriate authentication configuration in Vault CRM for specific OAuth flows.

CData Cloud

Connection

This section provides a complete list of the Connection properties you can configure in the connection string for this provider.


PropertyDescription
APIVersionThe version of the Vault CRM API used.
CData Cloud

APIVersion

The version of the Vault CRM API used.

Data Type

string

Default Value

"25.1"

Remarks

Specifies the version of the Vault CRM API to use.

You can set this property to any supported version (the earliest supported version is 21.1) to ensure compatibility with your Vault CRM instance.

CData Cloud

Azure Authentication

This section provides a complete list of the Azure Authentication properties you can configure in the connection string for this provider.


PropertyDescription
AzureTenantIdentifies the Vault CRM tenant being used to access data. Accepts either the tenant's domain name (for example, contoso.onmicrosoft.com ) or its directory (tenant) ID.
CData Cloud

AzureTenant

Identifies the Vault CRM tenant being used to access data. Accepts either the tenant's domain name (for example, contoso.onmicrosoft.com ) or its directory (tenant) ID.

Data Type

string

Default Value

""

Remarks

A tenant is a digital container for your organization's users and resources, managed through Microsoft Entra ID (formerly Azure AD). Each tenant is associated with a unique directory ID, and often with a custom domain (for example, microsoft.com or contoso.onmicrosoft.com).

To find the directory (tenant) ID in the Microsoft Entra Admin Center, navigate to Microsoft Entra ID > Properties and copy the value labeled "Directory (tenant) ID".

This property is required in the following cases:

  • When AuthScheme is set to AzureServicePrincipal or AzureServicePrincipalCert
  • When AuthScheme is AzureAD and the user account belongs to multiple tenants

You can provide the tenant value in one of two formats:

  • A domain name (for example, contoso.onmicrosoft.com)
  • A directory (tenant) ID in GUID format (for example, c9d7b8e4-1234-4f90-bc1a-2a28e0f9e9e0)

Specifying the tenant explicitly ensures that the authentication request is routed to the correct directory, which is especially important when a user belongs to multiple tenants or when using service principal–based authentication.

If this value is omitted when required, authentication may fail or connect to the wrong tenant. This can result in errors such as unauthorized or resource not found.

CData Cloud

SSO

This section provides a complete list of the SSO properties you can configure in the connection string for this provider.


PropertyDescription
SSOLoginURLThe identity provider's login URL.
SSOPropertiesAdditional properties required to connect to the identity provider, formatted as a semicolon-separated list.
SSOExchangeURLThe URL used for consuming the SAML response and exchanging it for service specific credentials.
CData Cloud

SSOLoginURL

The identity provider's login URL.

Data Type

string

Default Value

""

Remarks

The identity provider's login URL.

CData Cloud

SSOProperties

Additional properties required to connect to the identity provider, formatted as a semicolon-separated list.

Data Type

string

Default Value

""

Remarks

Additional properties required to connect to the identity provider, formatted as a semicolon-separated list.

This is used with the SSOLoginURL.

SSO configuration is discussed further in .

CData Cloud

SSOExchangeURL

The URL used for consuming the SAML response and exchanging it for service specific credentials.

Data Type

string

Default Value

""

Remarks

The CData Cloud will use the URL specified here to consume a SAML response and exchange it for service specific credentials. The retrieved credentials are the final piece during the SSO connection that are used to communicate with Vault CRM.

CData Cloud

OAuth

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.


PropertyDescription
OAuthClientIdSpecifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecretSpecifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).
ScopeSpecifies the scope of the authenticating user's access to the application, to ensure they get appropriate access to data. If a custom OAuth application is needed, this is generally specified at the time the application is created.
CData Cloud

OAuthClientId

Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.

Data Type

string

Default Value

""

Remarks

This property is required in two cases:

  • When using a custom OAuth application, such as in web-based authentication flows, service-based authentication, or certificate-based flows that require application registration.
  • If the driver does not provide embedded OAuth credentials.

(When the driver provides embedded OAuth credentials, this value may already be provided by the Cloud and thus not require manual entry.)

OAuthClientId is generally used alongside other OAuth-related properties such as OAuthClientSecret and OAuthSettingsLocation when configuring an authenticated connection.

OAuthClientId is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can usually find this value in your identity provider’s application registration settings. Look for a field labeled Client ID, Application ID, or Consumer Key.

While the client ID is not considered a confidential value like a client secret, it is still part of your application's identity and should be handled carefully. Avoid exposing it in public repositories or shared configuration files.

For more information on how this property is used when configuring a connection, see Establishing a Connection.

CData Cloud

OAuthClientSecret

Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).

Data Type

string

Default Value

""

Remarks

This property (sometimes called the application secret or consumer secret) is required when using a custom OAuth application in any flow that requires secure client authentication, such as web-based OAuth, service-based connections, or certificate-based authorization flows. It is not required when using an embedded OAuth application.

The client secret is used during the token exchange step of the OAuth flow, when the driver requests an access token from the authorization server. If this value is missing or incorrect, authentication fails with either an invalid_client or an unauthorized_client error.

OAuthClientSecret is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can obtain this value from your identity provider when registering the OAuth application.

Notes:

  • This value should be stored securely and never exposed in public repositories, scripts, or unsecured environments.
  • Client secrets may also expire after a set period. Be sure to monitor expiration dates and rotate secrets as needed to maintain uninterrupted access.

For more information on how this property is used when configuring a connection, see Establishing a Connection

CData Cloud

Scope

Specifies the scope of the authenticating user's access to the application, to ensure they get appropriate access to data. If a custom OAuth application is needed, this is generally specified at the time the application is created.

Data Type

string

Default Value

""

Remarks

Scopes are set to define what kind of access the authenticating user will have; for example, read, read and write, restricted access to sensitive information. System administrators can use scopes to selectively enable access by functionality or security clearance.

When InitiateOAuth is set to GETANDREFRESH, you must use this property if you want to change which scopes are requested.

When InitiateOAuth is set to either REFRESH or OFF, you can change which scopes are requested using either this property or the Scope input.

CData Cloud

SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.
CData Cloud

SSLServerCert

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Data Type

string

Default Value

""

Remarks

If you are using a TLS/SSL connection, use this property to specify the TLS/SSL certificate to be accepted from the server. If you specify a value for this property, all other certificates that are not trusted by the machine are rejected.

This property can take the following forms:

Description Example
A full PEM Certificate (example shortened for brevity) -----BEGIN CERTIFICATE-----
MIIChTCCAe4CAQAwDQYJKoZIhv......Qw==
-----END CERTIFICATE-----
A path to a local file containing the certificate C:\cert.cer
The public key (example shortened for brevity) -----BEGIN RSA PUBLIC KEY-----
MIGfMA0GCSq......AQAB
-----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space- or colon-separated) ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space- or colon-separated) 34a929226ae0819f2ec14b4a3d904f801cbb150d

Note: It is possible to use '*' to signify that all certificates should be accepted, but due to security concerns this is not recommended.

CData Cloud

Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.


PropertyDescription
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.
CData Cloud

Verbosity

Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.

Data Type

string

Default Value

"1"

Remarks

This property defines the level of detail the Cloud includes in the log file. Higher verbosity levels increase the detail of the logged information, but may also result in larger log files and slower performance due to the additional data being captured.

The default verbosity level is 1, which is recommended for regular operation. Higher verbosity levels are primarily intended for debugging purposes. For more information on each level, refer to Logging.

When combined with the LogModules property, Verbosity can refine logging to specific categories of information.

CData Cloud

Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.


PropertyDescription
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
CData Cloud

BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Data Type

string

Default Value

""

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

CData Cloud

Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.


PropertyDescription
ColumnNamesLocaleIndicates the language used for column names in query results. This setting only applies to views representing Vault Objects.
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
PagesizeSpecifies the maximum number of records per page the provider returns when requesting data from Vault CRM.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UseDisplayNamesSpecifies whether the provider uses label names or API names for certain operations.
UseSimpleNamesSpecifies whether or not simple names should be used for tables and columns.
CData Cloud

ColumnNamesLocale

Indicates the language used for column names in query results. This setting only applies to views representing Vault Objects.

Data Type

string

Default Value

""

Remarks

For views that represent Vault Objects, the ColumnNamesLocale property can be used to specify the language of the column names in the query results. For example, setting ColumnNamesLocale=de will return the column names in German. However, it is important to note that this property is not supported when QueryPassThrough is enabled.

CData Cloud

MaxRows

Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.

Data Type

int

Default Value

-1

Remarks

The default value for this property, -1, means that no row limit is enforced unless the query explicitly includes a LIMIT clause. (When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting.)

Setting MaxRows to a whole number greater than 0 ensures that queries do not return excessively large result sets by default.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

CData Cloud

Pagesize

Specifies the maximum number of records per page the provider returns when requesting data from Vault CRM.

Data Type

int

Default Value

1000

Remarks

When processing a query, instead of requesting all of the queried data at once from Vault CRM, the Cloud can request the queried data in pieces called pages.

This connection property determines the maximum number of results that the Cloud requests per page.

Note: Setting large page sizes may improve overall query execution time, but doing so causes the Cloud to use more memory when executing queries and risks triggering a timeout.

CData Cloud

PseudoColumns

Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.

Data Type

string

Default Value

""

Remarks

This property allows you to define which pseudocolumns the Cloud exposes as table columns.

To specify individual pseudocolumns, use the following format:

Table1=Column1;Table1=Column2;Table2=Column3

To include all pseudocolumns for all tables use:

*=*

CData Cloud

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.

Data Type

int

Default Value

60

Remarks

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Timeout is set to 60 seconds by default. To disable timeouts, set this property to 0.

Disabling the timeout allows operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server.

Note: Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

CData Cloud

UseDisplayNames

Specifies whether the provider uses label names or API names for certain operations.

Data Type

bool

Default Value

true

Remarks

By default, the Cloud uses the display label names shown in the Vault CRM user interface. This setting helps create user-friendly display names.

If UseDisplayNames is set to False, the Cloud uses API names for certain operations and in SQL queries. This is relevant for custom modules, as the API name for these modules differs from their display names in the Vault CRM. For example, if you create a custom module called Potentials in Vault CRM, the Cloud will reference the underlying API name, which is CustomModule_1.

CData Cloud

UseSimpleNames

Specifies whether or not simple names should be used for tables and columns.

Data Type

bool

Default Value

false

Remarks

Vault CRM tables can include special characters in their names that are typically not allowed in standard databases. This property makes the Cloud easier to use with traditional database tools.

Setting UseSimpleNames to True simplifies the names of the columns that are returned. It enforces a naming scheme where only alphanumeric characters and underscores are valid for displayed column names.

Notes:

  • Any non-alphanumeric characters are converted to underscores.
  • If the column or table names exceed 128 characters in length they are truncated to 128 characters to comply with SQL Server standards.

CData Cloud

Third Party Copyrights

LZMA from 7Zip LZMA SDK

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Anyone is free to copy, modify, publish, use, compile, sell, or distribute the original LZMA SDK code, either in source code form or as a compiled binary, for any purpose, commercial or non-commercial, and by any means.

LZMA2 from XZ SDK

Version 1.9 and older are in the public domain.

Xamarin.Forms

Xamarin SDK

The MIT License (MIT)

Copyright (c) .NET Foundation Contributors

All rights reserved.

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

NSIS 3.10

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