Cmdlets for Vault CRM

Build 25.0.9434

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.

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Build 25.0.9434