Excel Add-In for Vault CRM

Build 25.0.9434

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.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the Child Account TSF record within the Veeva Vault system. This value is system-generated and immutable.

Child Account TSF Type String True

Specifies the object type classification of the Child Account TSF record, typically used internally to differentiate between various Vault object schemas.

Global ID String True

System-level globally unique identifier used across integrated systems to reference the Child Account TSF record without ambiguity.

Link String False

System-generated hyperlink that provides direct access to the Child Account TSF record within the Veeva Vault user interface.

Child Account TSF Name String False

The human-readable name or label assigned to the Child Account TSF record. This is typically used for display purposes in reports and user-facing views.

Status String False

Current lifecycle state or business status of the Child Account TSF, such as Draft, Approved, or Inactive.

Created By String True

Username or user ID of the person who initially created the Child Account TSF record in the system.

Created Date Datetime True

Timestamp indicating the exact date and time when the Child Account TSF record was first created.

Last Modified By String True

Username or user ID of the person who last modified the Child Account TSF record.

Last Modified Date Datetime True

Timestamp showing when the record was most recently updated, reflecting the last modification event.

External Id String False

Identifier provided by an external system, such as a CRM, used for cross-system record matching and data synchronization.

My Target Bool False

Boolean flag indicating whether the Child Account TSF is assigned as a target for the logged-in user. This is useful for personalizing dashboards and call planning.

Territory String False

Identifier for the geographic or organizational territory to which the Child Account TSF is aligned. This helps determine user visibility and operational boundaries.

Child Account String False

Reference to the associated child account entity. Links this TSF record to a specific account within the hierarchical account structure.

Owner String False

User or group assigned as the owner of the Child Account TSF record, responsible for managing updates and actions related to it.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used prior to Veeva Vault. Preserved for historical context and data migration purposes.

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Build 25.0.9434