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Online Application UI Settings
Veeva Professional Services

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Module Objectives
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Explore User Interface Settings
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Discuss Searching
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Customize Home Tab Page Layout
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Managing Translations (Appendix)
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Online Application Usert
Interface Settings N
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User Interface Settings
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To access User Interface settings:
Setup Customize User Interface
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Customize user interface by enabling or
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disabling features:
Enable Collapsible Sections
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Show Quick Create
Enable Hover Details
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Enable Related List Hover Links
Enable Inline Editing
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Enable Printable List Views

e v Enable New User Interface Theme

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Show Quick Create
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Should not enable because this may cause confusion as Veeva
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account records are created using the New Account Wizard
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Enable Collapsible Sidebar
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Allows users to show or hide the sidebar on every Salesforce
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page that normally includes the sidebar
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Enable New User Interface Theme bu
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New interface theme not supported on Internet Explorer 6.0

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Chatter
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To turn on Chatter and use it to collaborate and share
information within organization:
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Setup Customize Chatter Settings Enable

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 ut e
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Searching ot
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Search
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Salesforce.com provides three search types:
Sidebar Search
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Advanced Search

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Global Search

Refer to SFDC Help for more details on search:

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https://help.salesforce.com/apex/HTViewHelpDoc?id=search_fields.htm&langu
age=en

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Search Sidebar Search
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Searches only a subset of records and fields
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including:
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Name, phone, email, external ID, and standard
address fields (not Veeva)

Searches conducted as phrase searches

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Jones, but not Bobby Jones or Bob T Jones -
Searching for bob jones returns items with Bob

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Use the * (asterisk) and ? (question mark)

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wildcard to refine results
* is automatically appended to search value
To enable Sidebar
Search, must

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 ut e
Search Advanced Search
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Searches in almost all records and
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fields including:
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Custom fields and attachments

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Long text fields such as notes,
descriptions, and comments

Search terms are treated as separate

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words

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Bob Jones returns items with Bob Jones, To enable

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as well as a accounts named Bob Smith Advanced Search,
whose email address is must also enable

va bsmith@jones.com
Sidebar Search

ee Supports wildcards * and ? as well as

operators such as AND, OR, and NOT

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 ut e
Search Global Search
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Similar to Advanced Search
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Can search more objects than
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Sidebar Search and Advanced
Search, including
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Articles, documents, products,
solutions, and Chatter feeds
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Files, groups, and people

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Global Search is the

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Search not available)

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Search Configuration
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To configure search settings:
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Setup Customize Search Search Settings

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Search Results Layouts
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Search results page layouts are configured per object
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To configure a search results page layout:
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Setup Create Object [Object] Search Layouts section
In the Search Results page layout, add fields to display

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Home Tab Page Layout ot
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Home Tab Configuration
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Create Home tab components when needed
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Customize Home tab page layouts to include components:
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Custom Links
Sidebar Links
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Dashboard Snapshot

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Items to Approve

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Assign different Home tab page layouts to different profiles

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IMPORTANT: Home Tab Configuration only apply to

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online application (not iRep or vMobile Tablet)

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1. Create Home Tab Components
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To configure Home tab components:
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Setup Customize Home Home Page Components
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Click on the Edit link for the standard components that can be

Messages and Alerts

Custom Links
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Click the New button to define custom components

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2. Customize Home Tab Page Layouts
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After creating the components, configure Home tab page

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layouts:

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Setup Customize Home Home Page Layout

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Click Edit to customize an exiting layout or create new ones

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2. Customize Home Tab Page Layouts
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Select the components to display on the Home tab

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 2. Customize Home Tab Page Layoutsu t e
Continued
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Arrange the order of the components that appear both on the

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narrow and wide sides of the Home tab page layout

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3. Assign Home Tab Page Layouts bu
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To assign home tab page layouts to user profiles:

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Setup Customize Home Home Page Layout
Click the Page Layout Assignment button Click the Edit Assignment button

D o For each profile select a

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home tab page layout

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SFDC Calendar
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Best practice is not to display the Force.com Calendar, as it
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typically causes confusion with the Veeva scheduling
functionality (My Schedule)
Setup Customize Home Home Page Layout
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D o
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nl calendar unless users are

using Blackberry Events

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Veeva CRM Online Help
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Enable the Veeva CRM Help online documentation access from
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the home page
Setup Customize Home Home Page Layout
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Company Logo ot
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Creating Custom Company Logo
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To create a custom company logo
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Upload the custom logo image into a folder through
- All Tabs Documents
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Insert the logo image into the Veeva CRM application
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- Setup Create Apps Click the Edit link for the Veeva CRM
application

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 ut e
Module Summary
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Explored User Interface Settings
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Discussed Searching
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Customized Home Tab Page Layout
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 ut e
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Labs ot
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Explore Application Configuration
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Customize a Home Tab page layout

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Appendix ot
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Managing Translations

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Translation Workbench ot
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Translation workbench
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Allows you to translate customizations made to
the Veeva org
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To access it go to
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Setup Admin Setup Translation Workbench

Ability to choose language and select

Translators among users
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Language packs have to be deployed into orgs
User Permission: Manage Translation (default for admin
profile)

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Two options for entering translations

va Straight from the UI (Translate)

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Exporting components/ Editing files/ Importing translated

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files (Export, Import)

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 Translating from the UI ut e
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Click Your Name Setup Translation Workbench Translate
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Select the Language you're translating into

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Select a Setup Component

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Select an Object (optional)

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Double click in the translation column to enter new values

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Click Save
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 ut e
1. Exporting components labels
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Three types of files can be exported:

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Source Untranslated
o t Bilingual

Creates a .stf file

with all the
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Creates .zip folder
Creates .zip with
several .stf files

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translatable labels with several .stf files All the labels in their
Content will be in the

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current form
orgs default Filters lables and (translated or not)

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language only exports Used for
Used for first
translation

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translations

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2. Working on Translation files
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Create one copy of Source for every language you translate into
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Change header with appropriate country code (fr, de, es)

Do not add / remove columns from file

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Do not change file extension: .stf is the standard salesforce
translation format

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The files can be edited in a text editor (i.e Notepad) or in Excel

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Warning: Excel may corrupt your files by adding quotation marks for entries

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that contain a comma

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 ut e
3. Importing Translated files
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Create 1 file
for each
Add
language
attribute
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Select files
(or zip) is Upload

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language
(code)

File size limit is 5MB for one upload

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Do several uploads if needed

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After the import is complete
Labels get updated

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Confirmation email sent y
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Tabs Names & Labels ot
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Changing Tabs Names and Labels bu
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You can edit the tabs names & labels to better match your

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organizations terminology

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User Permissions: Customize Application or View Setup and Configuration

Go to Setup Customize Tab Names and Labels then

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rename Tabs and Labels

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Select your default
language
Click Edit to rename
(or Reset to revert
back to the original
Enter the singular
and plural forms of
the new tab label
Enter the standard
field labels and
other user interface
Click Save

l
name) labels to be used

O n Not all tabs can be renamed

va Best Practice: Do not rename Veeva Tabs (i.e My Accounts)

ee You may need to manually update other items: list view names, report
types, Record Types that contain the original name

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