Excel Add-In for Vault CRM

Build 25.0.9434

CompanyCollaborations

Represents formal collaboration relationships between a user's organization and external companies, including partner organization names, roles, access permissions, and collaboration agreements.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the company collaboration record within the Vault database.

Company Collaboration Type String True

Specifies the object type of the company collaboration, which determines the applicable fields and behavior within Veeva Vault.

Global ID String True

System-generated global identifier that uniquely distinguishes the record across all Vault environments and integrations.

Link String False

Internal Vault system link that provides a direct reference to this company collaboration record.

Company Collaboration Name String True

User-defined or system-generated name of the company collaboration, used to identify the record in Vault interfaces and reports.

Status String False

Current status of the collaboration record, such as Active, Inactive, or Pending, used to manage lifecycle stages and workflows.

Created By String True

Username or system identity that originally created the collaboration record in Vault.

Created Date Datetime True

Timestamp indicating when the collaboration record was first created in the system.

Last Modified By String True

Username or system identity that last updated the collaboration record, used for audit tracking.

Last Modified Date Datetime True

Timestamp indicating the most recent update made to the collaboration record.

Company Name String False

Name of the external or internal company participating in the collaboration, as defined within the Vault record.

Details String False

Free-text field for entering additional information or context related to the nature and scope of the company collaboration.

External Id String False

Identifier provided by external systems used for synchronization, integration, or cross-referencing with third-party platforms.

Record Type Name String False

The specific record type assigned to this company collaboration, which can influence field visibility, validation rules, and business logic.

Relationship Strength String False

Assessment of the strength or depth of the collaboration relationship, typically categorized (for example, Strong, Moderate, Weak) for analytics or Customer Relationship Management (CRM) strategies.

Account String False

Reference to the associated account or organization record that this collaboration is linked to, establishing relationship context.

Owner String False

User or team assigned ownership of the collaboration record, responsible for managing updates and workflows.

Legacy CRM Id String False

Identifier used in legacy CRM systems to track or migrate historical collaboration data into Vault.

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Build 25.0.9434