Power BI Connector for Vault CRM

Build 25.0.9454

Tables

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

CData Power BI Connector for 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.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9454