Power BI Connector for Vault CRM

Build 25.0.9454

ApprovedEmailSettings

Manages configuration settings related to the Approved Email feature in Veeva Vault. This includes default templates, distribution rules, and channel preferences for compliant email communication.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Approved Email Settings record within the Vault system.

Global ID String True

System-generated global identifier used across environments to reference this record uniquely.

Link String False

System-managed hyperlink reference to the record's location within the Vault user interface.

Name String False

The display name or label assigned to the Approved Email Settings configuration.

Status String False

The current lifecycle state or operational status of the Approved Email Settings record.

Created By String True

Username or system identity that initially created this Approved Email Settings record.

Created Date Datetime True

Timestamp indicating when the Approved Email Settings record was first created.

Last Modified By String True

Username or system identity that most recently modified the record.

Last Modified Date Datetime True

Timestamp capturing the most recent update to the Approved Email Settings configuration.

Additional Recipients String False

Comma-separated list of additional recipients to be included in approved email communications.

Approved Email Consent Mode Decimal False

Numerical indicator of the consent mode being enforced for approved email communications (for example, explicit, implied).

Approved Email Consent Label String False

Customizable consent text that appears in approved emails to comply with consent policies.

Approved Email Volume-Count Threshold Decimal False

Maximum number of approved emails that can be sent within the configured volume count threshold.

Approved Email Opt-in Disclaimer String False

Custom disclaimer text presented in approved emails to inform users about opt-in policies.

Approved Email Domain String False

Permitted domain or subdomain from which approved emails can be sent, helping restrict unauthorized use.

Approved Email Volume-Duration Threshold Decimal False

Time-based threshold, in days or another time unit, that limits how frequently approved emails can be sent.

Approved Email Field Exclusion List String False

List of field names to be excluded from email generation or personalization to ensure privacy or compliance.

Approved Email Filter Fields String False

Fields used to filter approved email recipient lists or dynamically limit email audience.

Approved Email Restricted Words String False

Comma-separated list of words that are prohibited in the content of approved emails for compliance or branding reasons.

Approved Email Test Email Address String False

Designated email address used for testing approved email configurations before deploying to end users.

Approved Email Vault Endpoints String False

Comma-separated list of Vault API endpoints or integration points used in approved email processing.

Approved Email Vault Query String False

Custom query executed against Vault data to retrieve records relevant for approved email generation.

Disabled Approved Email Entry Points String False

List of disabled UI or integration entry points through which users might otherwise access the approved email functionality.

Enable Approved Email Receipts Decimal False

Flag that determines whether receipt tracking is enabled for approved emails sent through the system.

Enable Drafts Folder Decimal False

Flag indicating whether a drafts folder is enabled to allow users to store in-progress email drafts.

Enable Group Email Decimal False

Flag that enables or disables sending approved emails to defined groups rather than individual recipients.

Approved Email Opt-in Required Bool False

Boolean flag that enforces whether explicit opt-in is required before a recipient can receive approved emails.

Recipient Name in Email Header Decimal False

Flag that determines if the recipient's name appears in the header section of the approved email.

Recipient Specific Field String False

Field used to define recipient-specific personalization in email templates (for example, first name, role).

Timeline View Email Link Decimal False

Flag that enables a link within the Vault Timeline View, allowing users to view email communication history.

Setup Owner ID String False

Identifier of the user or group that owns this configuration, determining administrative permissions.

Security Profile String False

Assigned security profile that dictates access control and permissions for this Approved Email Settings record.

Legacy CRM Id String False

Identifier used to map this configuration to legacy Customer Relationship Management (CRM) systems, supporting backward compatibility.

Custom List Unsubscribe Header String False

Custom text included in the email header to support list-based unsubscribe functionality for recipients.

Application Profile String False

Name of the application profile this configuration belongs to, helping segment settings by business context or deployment.

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Build 25.0.9454