MCP Server for Vault CRM

Build 25.0.9440

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.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9440