Day 1 - Veeva Platform Fundamentals

1. Introduction to Veeva Introduction to Software as a Service and Veeva Describe the advantages of SaaS (on-demand software - software and its associated data are hosted centrally typically in the (Internet) and accessed by users using browser.) Define Veeva Discuss the Veeva and Salesforce.com application architecture List and briefly introduce Veeva products VBioPharma iRep / CLM VMobile Tablet VMobile Blackberry VMobile PDA VMobile iPhone Vinsights Force.com provides Access Database Security Data redundancy/backups New releases Development utilities provided via configuration Veeva ! Pharma-optimized data model ! Pharma-specific application logic ! Pharma-specific user interface controls ! Offline applications ! Sales Data Analytics Force.com ! Configuration utilities and Metadata ! Ad-hoc Reporting ! Maintenance ! Data Storage 2. Overview of the SFDC Admin Console The primary responsibilities of the Administrator are to set up, customize, and maintain the Veeva application including Setting up employees Customizing Veeva Application

 Importing Data Deploying VMobile Offline Products Most of these tasks require information and decisions from the process experts and decision-makers at the company Administrators might also document requirements before starting to Customize Give users appropriate access to information and application functionality by defining and adding users to: Roles Profiles Territory Hierarchy 3. Data Access Security ! Define Salesforce.com Data Access Security ! Describe the different mechanisms for securing data access including: Profiles Field Level Security Record Ownership Organization-Wide Defaults Role Hierarchy Sharing Rules Territory Hierarchy ! Create and managing user accounts Specify the objects that users can access Assign Profiles Specify the fields that users can access Assign Field Level Security Specify the individual records that users can view and edit Organization Wide Defaults, Role Hierarchy, and Sharing Rules Territory Hierarchy, specifically for Veeva account records Applications VBioPharma, Sample Management Tabs My Accounts, My Samples, Account Plans Note: Users will not be able to search on objects whose tab is hidden Administrative Manage Reports, Manage Dashboards Custom and Standard Object Permissions - Create, Read, Edit, Delete

(CRUD) Accounts, Account Plans, Cycle Plans Note: Administrators also have the View All and Modify All permissions on all objects 4. Creating Custom Objects 5. Application Configuration

Day 2 - Account Profile Management and Configuration

1. 2. 3. 4. 5. Veeva Configuration Utilities My Accounts Configuration Account Object Customization Products and My Setup Product Metrics Configuration

Day 3 Account Profile Management and Configuration

1. Primary Care Functionality Part 1 a. Sphere of Influence b. Account Hierarchy c. Address d. Territory Specific Fields e. My Schedule f. Multi-Channel Calendar 2. Call Management Configuration 3. Primary Care Functionality Part 2 a. Cycle Plans b. Medical Events c. Medical Inquiries d. Speaker Evaluations

Day 4 Sample Management, Data Loader, VMobile

1. 2. 3. 4. Sample Management iRep CRM / CLM Configuration VMobile Tablet Configuration Using Apex Data Loader a. Loading Accounts/Address/Affiliations 5. Territory Management

Day 5 Vinsights and Environment Management

1. Creating Reports and Dashboards 2. VInsights Configuration