CallObjectives
Captures predefined goals or messages intended to be delivered during a call, such as product promotions or educational points. This is used to track rep performance against planned call objectives.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the call objective record within the Veeva Vault system. |
| Call Objective Type | String | True |
Specifies the predefined type of objective associated with the call, mapped to the object_type__v field. |
| Global ID | String | True |
System-generated global identifier used to uniquely reference this record across environments. |
| Link | String | False |
System-level hyperlink reference to directly access the record in the Veeva Vault interface. |
| Name | String | True |
Primary label or title given to the call objective for identification purposes. |
| Status | String | False |
Current lifecycle state or workflow status of the call objective, such as Draft, Approved, or Completed. |
| Created By | String | True |
Username or identifier of the user who initially created the call objective record. |
| Created Date | Datetime | True |
Timestamp indicating when the call objective was first created in the system. |
| Last Modified By | String | True |
Username or identifier of the last user who updated the record. |
| Last Modified Date | Datetime | True |
Timestamp of the most recent modification made to the call objective. |
| CLM Messaging | String | False |
Specifies the CLM (Closed Loop Marketing) message or content associated with this objective, if applicable. |
| Comment | String | False |
Optional text field used to capture internal notes or context-specific comments about the call objective. |
| Completed | Bool | False |
Boolean flag indicating whether the call objective has been completed (true) or not (false). |
| Date | Datetime | False |
Date and time the objective was either scheduled or completed, depending on workflow stage. |
| Delivery Method | String | False |
Defines the method used to deliver the objective, such as In Person, Phone, or Email. |
| Display Order | String | False |
Sequence value used to control the order in which this objective appears in a list or report. |
| From | Date | False |
Start date indicating when the objective becomes active or relevant. |
| Information | String | False |
Additional information or supplementary details related to the call objective. |
| Inventory Monitoring Type | String | False |
Specifies the inventory monitoring type associated with the call, if applicable. |
| Mobile ID | String | False |
Unique identifier used by the mobile application to track the call objective record offline. |
| Name2 | String | False |
Secondary title or heading for the call objective, often used for sorting or display purposes. |
| Non Executable | Bool | False |
Boolean flag indicating whether this objective cannot be executed due to certain conditions (true) or not (false). |
| Number Of PIs | Decimal | False |
Numeric field capturing the number of Principal Investigators (PIs) associated with this objective. |
| Number Of Patients | Decimal | False |
Estimated or reported number of patients relevant to the objective, useful for monitoring reach or impact. |
| On by default | Bool | False |
Indicates whether the objective is automatically included by default in new calls (true) or must be manually added (false). |
| One click completion | Bool | False |
Boolean that enables the objective to be marked complete with a single user action in the UI. |
| Pre-Explain | Bool | False |
Indicates whether the user is expected to explain this objective to the recipient before proceeding. |
| Recurring | Bool | False |
Denotes whether this objective is part of a recurring schedule or repeat engagement pattern. |
| Suggestion Reason | String | False |
Describes the rationale or business logic behind suggesting this objective for inclusion in a call. |
| To | Date | False |
The end date associated with the call objective, representing the deadline by which the objective should be completed or reviewed. |
| Visibility | String | False |
Specifies the visibility level of the call objective, indicating who within the organization can view or access this objective (for example, user, team, or company-wide visibility). |
| NCW Reason | String | False |
The reason why the call objective was marked as Not Carried out With (NCW), used for auditing and compliance tracking when planned objectives are not fulfilled. |
| Account Plan | String | False |
References the related account plan that the call objective supports, aligning the activity with broader strategic goals set for the account. |
| Account Tactic | String | False |
Specifies the tactical approach linked to the account plan, detailing the actions or methods being pursued through the call objective. |
| Account | String | False |
Identifies the account or customer entity to which this call objective is assigned, providing context for account-specific engagement and reporting. |
| Business Event | String | False |
Links the call objective to a broader business event, such as a product launch, campaign, or initiative that the objective is intended to support. |
| CLM Presentation | String | False |
Refers to the specific Closed Loop Marketing (CLM) presentation associated with this objective, used to track digital content delivered during a call. |
| Call | String | False |
References the related call record that this objective is part of, establishing the operational context for the interaction in which the objective was pursued. |
| Contract Partner | String | False |
Denotes the external partner or organization associated with the contract tied to this call objective, often used for collaborative planning or co-promotion. |
| Contract | String | False |
Links to the contract record relevant to the call objective, supporting compliance and legal traceability for objectives influenced by formal agreements. |
| Inventory Monitoring | String | False |
Indicates whether the call objective includes components related to inventory monitoring, such as evaluating stock levels or compliance with inventory protocols. |
| Parent Objective | String | False |
References the parent objective if this call objective is part of a hierarchical or nested objective structure, enabling tracking of dependencies and sub-goals. |
| Plan Tactic | String | False |
Identifies the specific tactic defined in the plan that this call objective contributes to, aligning field execution with strategic marketing or sales initiatives. |
| Prerequisite | String | False |
Specifies any prerequisite objective that must be completed before this call objective can be initiated, ensuring sequencing of tasks or dependent milestones. |
| Product | String | False |
Indicates the product associated with the call objective, providing clarity on the focus area of the objective, such as promotion or education related to that product. |
| Suggestion | String | False |
Captures any suggested actions or insights tied to the call objective, often generated from system logic, analytics, or previous field interactions. |
| Owner | String | False |
The user ID of the individual who owns or is responsible for completing the call objective, typically corresponding to a sales representative or account owner. |
| Legacy CRM Id | String | False |
Stores the original Customer Relationship Management (CRM) system's identifier for the call objective, enabling traceability and data continuity following migration to Veeva Vault. |
| Stakeholder | String | False |
Specifies the stakeholder linked to the call objective, identifying key individuals involved in the decision-making or approval process. |
| Business Event Target | String | False |
References the specific target or goal associated with the related business event, defining the measurable outcome the call objective is intended to support. |