Power BI Connector for Vault CRM

Build 25.0.9454

AccountTactics

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

Columns

Name Type ReadOnly Description
ID [KEY] String True

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

Account Tactic Type String True

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

Global ID String True

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

Link String False

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

Name String False

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

Status String False

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

Created By String True

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

Created Date Datetime True

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

Last Modified By String True

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

Last Modified Date Datetime True

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

Call Objective Progress Double False

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

Complete Bool False

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

Completed Call Objectives Decimal False

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

Description String False

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

Mobile ID String False

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

Product String False

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

Progress Type String False

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

Progress Double False

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

Account Tactic Status String False

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

Total Call Objectives Decimal False

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

Type String False

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

Account Plan String False

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

Account String False

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

Plan Tactic String False

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

Product Strategy String False

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

Owner String False

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

Legacy CRM Id String False

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

Product Tactic String False

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

Share With String False

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

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Build 25.0.9454