Veeva Vault Connector Objects

note: This feature is a Beta Service. A customer may opt to try a Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms. If you have questions or feedback about this Beta Service, contact the Data 360 Connector team at datacloud-connectors-beta@salesforce.com.

Objects Supported

Name	Description
AccountClinicalTrials	Stores information about clinical trials associated with stakeholder accounts, capturing details such as trial names, roles of stakeholders, and participation metrics. This is derived from the 'stakeholder_clinical_trial__v' object.
AccountExternalIDMap	Maintains a mapping between Veeva Vault account records and external system identifiers, enabling synchronization and data integration across platforms. This is based on the 'account_external_id_map__v' object.
AccountListItems	Represents individual entries within account lists, typically used for grouping and targeting accounts in Customer Relationship Management (CRM) activities. This corresponds to the 'account_list_item__v' object.
AccountLists	Defines groupings of account entities used for segmentation, reporting, or campaign targeting within the Vault system. This is backed by the 'account_list__v' object.
AccountMergeHistories	Tracks historical data of account merge operations, including source and target account references, merge timestamps, and responsible users. It maps to the 'account_merge_history__v' object.
AccountOverviewLayouts	Specifies custom layout configurations used to render account overview screens, tailored to different user roles or business needs. It is stored in the 'account_overview_layout__v' object.
AccountPartners	Captures details about partnerships or affiliations between accounts, such as collaborations or joint ventures, based on the 'account_partner__v' object.
AccountPlans	Holds strategic planning data for stakeholder accounts, including objectives, tactics, and key performance indicators, as defined in the 'account_plan__v' object.
AccountPublications	Logs publications linked to stakeholder accounts, useful for tracking scientific contributions or public communications. This derived from the 'stakeholder_publication__v' object.
Accounts	Contains detailed records for customer accounts, including core profile information, identifiers, and associated metadata used for customer engagement and Customer Relationship Management (CRM) processes.
AccountTactics	Tracks specific tactics or strategies executed at the account level, often aligned with broader marketing or field force initiatives.
AccountTeamMembers	Defines members of account teams and their respective roles, facilitating collaboration, visibility, and accountability in account planning and execution.
AccountTerritories	Maps accounts to defined sales territories, enabling structured alignment of field personnel and regional strategies.
AccountTerritoryLoaders	Supports batch loading and updates of account-to-territory relationships, commonly used during data migration or realignment exercises.
ActionItems	Captures discrete tasks or follow-ups assigned to users, often linked to workflow activities, meetings, or other business events.
AddressCoordinates	Stores geolocation data, including latitude and longitude, for addresses to enable mapping, routing, and proximity-based analytics.
Addresses	Holds postal address information for entities such as accounts or HCPs, supporting mailing, territory assignment, and location-based services.
Affiliations	Represents relationships and connections between stakeholders or organizations, such as the affiliations between Healthcare Organizations and Healthcare Professionals (HCP-HCO) or multi-account links.
AlertProfiles	Defines configuration templates for system alerts, including criteria and notification settings, used to manage business-critical exceptions or conditions.
Alerts	Stores generated alerts based on configured rules or events, providing visibility into exceptions, approvals, or other actionable system conditions.
AlertUserActions	Stores a log of user-initiated actions triggered by Vault alerts, capturing details such as the action type, timestamp, user information, and associated alert metadata for compliance tracking and audit purposes.
AlignSettings	Contains configuration settings related to the align integration within Veeva Vault, including parameters that control data synchronization, field mappings, and scheduling preferences for alignment-related data.
AnalyticMarkets	Defines the market entities used in analytics reporting, such as geographic regions, territories, or commercial segments, and links them with associated attributes used for sales and performance tracking.
AnalyticsDataChannels	Houses information on the various data channels through which analytics data is received or processed, including channel identifiers, types, and associated integration metadata.
AnalyticsFileMarketMaps	Maps incoming analytics files to specific market definitions, enabling accurate association of file contents with predefined markets during processing and analysis workflows.
AnalyticsFiles	Tracks metadata for uploaded analytics files, including file names, source systems, ingestion status, timestamps, and any transformation details applied during data processing.
AnalyticsFilters	Contains filter definitions used in analytics dashboards and reports, including criteria expressions, linked fields, and user-defined filtering logic for customizing data views.
AnalyticsLayouts	Defines layout templates for presenting analytics data, including visual arrangements, chart configurations, and field placements for reports and dashboards.
AnalyticsProductGroups	Manages the classification of products into analytical product groups, supporting grouped metrics, comparative analysis, and structured reporting within Vault's analytics module.
ApplicationLabels	Stores localized label definitions used across the application interface. Each record represents a distinct label that supports multilingual display of UI elements within Veeva Vault applications.
ApplicationRoles	Defines user roles at the application level, specifying access permissions, capabilities, and security settings that control what actions users can perform within the Vault environment.
ApprovedDocuments	Contains records of documents that have been officially approved through Vault's document lifecycle processes. Includes metadata such as approval status, version history, and related workflows.
ApprovedEmailSettings	Manages configuration settings related to the Approved Email feature in Veeva Vault. This includes default templates, distribution rules, and channel preferences for compliant email communication.
Assessments	Tracks assessment records used for quality, compliance, or risk evaluations. Each assessment entry can include scoring, evaluator input, status, and linked entities such as training or CAPAs.
AssignmentRuleCriteria	Defines specific criteria used to evaluate and trigger assignment rules. These criteria help determine how tasks or records are automatically routed to users or roles based on configurable conditions.
AssignmentRules	Specifies automated rules for record assignment within Veeva Vault. Each rule outlines the logic and target users or roles for system-generated task assignments, often used in workflows and data ownership models.
AssortmentLines	Captures individual items within an assortment, such as grouped products or materials associated with promotional campaigns. Each line references a parent assortment and includes item-specific details like quantity and display order.
AssortmentLinks	Contains relational data linking various product assortments with other related entities, such as territories, marketing strategies, or sales campaigns. This table helps establish many-to-many relationships between assortments and their associated structures.
Assortments	Stores detailed records of product assortments, including grouping definitions, categorization logic, and distribution parameters. This data is used to define which products are grouped together for marketing, distribution, or regulatory purposes.
AvailableAnswerDesigns	Provides a dynamic view of all available answer design templates that can be applied to surveys, assessments, or questionnaires. This view helps users quickly locate and reuse consistent formatting and structure across forms.
AvailableAnswers	Displays all available answer choices that can be used across different assessments or forms, ensuring standardized options are presented for selection within Vault-managed questionnaires.
Batches	Captures batch-level data for manufacturing, clinical, or distribution processes. This includes metadata such as batch IDs, production dates, and associated documentation, enabling traceability and quality control.
BenefitDesignLines	Represents the individual components or coverage details within a broader benefit design, such as specific services, drugs, or eligibility conditions. Each row defines a benefit rule or line item.
BenefitDesigns	Holds the overall structure of benefit designs, such as health insurance plans or clinical coverage models, including metadata about tiers, limits, and conditions for coverage.
Bookmarks	Stores user-specific bookmarks within the Vault system, allowing users to save quick links to frequently accessed documents, records, or views for improved navigation and productivity.
BPRParameters	Provides a compiled view of Business Process Review (BPR) configuration parameters, including default settings and thresholds used to guide workflow behaviors and process evaluations.
BrandPlans	Stores detailed records of strategic brand plans, including objectives, timelines, key initiatives, and cross-functional alignment data for commercial and medical planning.
BrickHierarchy	Represents the geographical or organizational brick structure hierarchy used for sales territory alignment, targeting, and performance tracking across regions and subregions.
Bureaus	Contains information on various healthcare or government bureaus, often used to classify accounts or contacts based on organizational affiliation or jurisdictional scope.
BusinessAreas	Aggregates and presents distinct business areas within the enterprise, such as functional domains or product lines, typically used for segmentation, reporting, or role-based access.
BusinessEvents	Captures events of business significance, such as product launches, regulatory submissions, or strategic initiatives, including metadata like date, category, and status.
BusinessEventTargets	Defines the intended targets or stakeholders for business events, linking key activities with accounts, roles, or communication channels for outreach and tracking purposes.
CalendarEvents	Stores scheduled events including meetings, launches, or key milestones, associated with Veeva Vault calendar entities and used for planning and visibility across teams.
Calendars	Contains calendar configurations and definitions, supporting scheduling features and providing context for event management across users and business units.
CallClickstreams	Stores detailed user interaction data within a call, capturing click-level activity for auditing and behavioral analysis. This table enables insights into how users engage with digital content during field calls.
CallCycleEntries	Represents individual planned or completed call activities within a specific cycle, often used in territory alignment and planning. Each entry ties to a specific account, rep, and call cycle timeframe.
CallErrors	Logs errors or issues encountered during the execution of calls, such as data mismatches, system interruptions, or validation failures. This is useful for debugging and ensuring call data integrity.
CallFollowupTasks	Contains records of follow-up tasks created as a result of call activities, including task owner, due date, and status. This helps ensure post-call actions are tracked and executed properly.
CallFollowupTemplates	Defines reusable templates for generating standardized follow-up tasks after calls. The templates include predefined subjects, due durations, and task types to streamline rep workflows.
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.
Calls	Central table capturing all key details of field calls made by sales reps, including participants, location, channel, and call outcomes. This acts as the core transactional record for rep interactions.
CallSampleCancels	Logs cancellations of previously requested product samples during calls. This is useful for maintaining compliance records and analyzing sample distribution trends.
CampaignActivityTargetExecutions	Stores detailed execution data for each targeted campaign activity, including performance metrics and delivery outcomes, to support auditing and analysis of campaign effectiveness across multiple customer segments.
CampaignJobHistories	Maintains a historical log of automated or manual jobs executed as part of marketing campaigns, capturing metadata such as execution status, start and end times, and any associated error messages for traceability and diagnostics.
Campaigns	Central repository for campaign records, capturing metadata such as campaign name, type, start and end dates, objective, and status, providing a foundational dataset for managing and tracking marketing or outreach initiatives.
CampaignTargets	Defines the specific targets—such as healthcare professionals or institutions—associated with each campaign, including targeting criteria, priority levels, and engagement status to support precise and strategic campaign deployment.
ChangeControlNumber	Provides a derived view used for tracking and referencing change control identifiers across quality and regulatory workflows, supporting traceability and audit readiness for compliance-driven processes.
ChannelMetrics	Captures quantitative performance indicators across different communication channels (email, chat, in-person, etc.), including impressions, clicks, conversions, and response rates, enabling granular evaluation of channel-specific effectiveness.
ChatMessages	Stores individual chat message records exchanged within the platform, including timestamps, sender and recipient information, and message content metadata, enabling analysis of communication patterns and support for collaboration audits.
ChecklistDesigns	Provides a structured overview of checklist templates and design metadata used across Vault to ensure compliance and process consistency. Includes versioning, design logic, and associated task rules.
Checklists	Aggregates checklist instances generated from design templates, tracking progress, completion status, associated records, and responsible users for audits, clinical studies, or regulatory tasks.
ChildAccounts	Stores hierarchical relationships between primary accounts and their linked subordinate accounts, typically used in sales or territory management to reflect business structures and reporting dependencies.
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.
ClaimsTargets	Defines associations between annotation keywords and the target claims or concepts they support, facilitating claim substantiation, medical review, and content reuse in promotional materials.
ClinicalSites	Houses information about individual clinical trial sites participating in studies, including site location, investigators, IRB details, and activation status for trial execution and regulatory tracking.
ClinicalStudies	Stores comprehensive metadata related to clinical studies managed in Vault, including study phase, objectives, protocols, regulatory identifiers, and status for trial oversight and reporting.
ClinicalTrials	Stores detailed information about clinical trial records, including trial identifiers, phases, study design, therapeutic areas, and associated investigational products, as captured in the Veeva Vault Clinical module.
CLMPresentations	Contains metadata for Closed Loop Marketing (CLM) presentations used in field engagement, including presentation names, product affiliations, content versions, and distribution configurations.
CLMPresentationSlides	Defines individual slides associated with CLM presentations, including slide sequence, content type (HTML, video, PDF), associated messaging strategies, and visibility settings.
CoachingReports	Captures coaching feedback and assessments provided by managers to field representatives, including competencies evaluated, performance scores, and coaching notes aligned to compliance standards.
CompanyCollaborations	Represents formal collaboration relationships between a user's organization and external companies, including partner organization names, roles, access permissions, and collaboration agreements.
Competitors	Stores structured data on competitor organizations, including company profiles, product lines, market segmentation, and positioning intelligence relevant to strategic planning.
ConcurSettings	Holds configuration settings for integration between Veeva Vault and SAP Concur, such as API endpoints, authentication tokens, and expense data mapping rules.
ConnectionAuthorizations	Manages system-level authorizations for API and integration connections, detailing credentials, scopes, expiration policies, and linked third-party systems used across Vault environments.
ConnectionFieldMappings	Stores the mapping between external system fields and Vault fields for connection configurations. This enables seamless data transformation and integration across systems by defining how individual data fields correspond between platforms.
Connections2	Represents internal system-managed connection metadata for integrations between Vault and external applications. This is used by the platform to track and manage background sync processes and connection lifecycle states.
Connections3	Defines user-configured integration connections between Vault and third-party systems. This includes connection credentials, endpoints, and status indicators to manage authenticated data exchanges.
ConnectionValueMappings	Contains mappings of specific values between Vault and external systems for use in data transformations. This supports translation of enumerated values, such as statuses or codes, to ensure consistency across integrated platforms.
ConsentLines	Captures individual records of user or stakeholder consent related to marketing or communication activities. Each entry reflects a specific consent instance tied to a user, including scope, method, and timestamp of consent.
ConsentTypes	Defines the different categories or classifications of consent that can be captured within the system. This is used to structure how consent is recorded and managed based on legal or business requirements (for example, email marketing, data sharing).
ContentAcknowledgementItems	Tracks acknowledgments of specific content by users or stakeholders, such as the viewing or acceptance of documents, training materials, or compliance notices. This supports auditing and regulatory reporting requirements.
ContentAcknowledgements	Stores records of users' acknowledgements of specific content items, often used for compliance tracking to ensure mandatory materials like Standard Operating Procedures (SOPs) or training documents have been reviewed.
ContentDeployments	Tracks the distribution and deployment of content across different channels or target audiences, including deployment metadata such as method, status, and scheduling.
ContentGroupContent	Maps content items to content groups, enabling the organization of related materials into logical groupings for access control, targeting, or reporting purposes.
ContentGroups	Defines content groups used to categorize or bundle content for delivery to specific user segments, roles, or campaigns.
ContentGroupUsers	Associates users with content groups, controlling visibility and access to grouped content based on user membership or role assignments.
ContentPreferences	Captures user-defined content consumption preferences such as language, content format, or topic interests, to support personalized delivery experiences.
ContentTypes	Defines metadata for classifying content into various types (for example, training material, promotional content, regulatory documents), which is critical for compliance, filtering, and content lifecycle management.
ContractLines	Represents the individual line items within a contract, detailing specific terms, pricing, deliverables, or conditions that form part of the overall agreement.
ContractPartners	Holds information on external or internal parties involved in a contract, including roles such as client, vendor, or legal reviewer, facilitating relationship and responsibility tracking.
Contracts	Stores data related to contractual agreements within the Vault system, including metadata about contract terms, parties involved, statuses, and version history. Useful for compliance tracking and document lifecycle management.
Countries2	Contains a standardized list of countries used across Vault applications, supporting localization, regional compliance, and address normalization. This is typically used for geographic classifications and reporting.
Currency	Maintains a list of supported currencies, including ISO codes, symbols, and exchange rate metadata. This is essential for handling financial transactions and localization within multi-currency environments.
CustomerJourneyAccounts	Tracks account-level participation in customer journeys. Each record links an account to its journey mapping and progress, supporting analytics for engagement and outreach optimization.
CustomerJourneyExecutions	Captures the execution history of customer journeys, including timestamps, responsible users, completed stages, and key engagement metrics. This enables performance tracking and auditing of journey outcomes.
CustomerJourneys	Defines the structure and configuration of customer journeys, including goals, entry criteria, and associated stages. This acts as the master record for orchestrating multi-touch engagement processes.
CustomerJourneyStageActivities	Logs activities performed during specific customer journey stages. This helps assess engagement success and operational steps taken, such as emails sent, calls logged, or events held.
CustomerJourneyStages	Details the sequential stages of each customer journey, including definitions, expected outcomes, and timeframes. This is critical for monitoring progression and tailoring stage-specific content or actions.
CyclePlanAdjustments	Records manual or system-driven adjustments made to cycle plans, such as target updates or reallocations. This supports planning agility and accurate reflection of real-world changes.
CyclePlanDetails	Provides granular data for cycle plan execution, including the allocation of objectives, timelines, and targets at the individual level. This is useful for field force planning and performance tracking.
CyclePlans	Contains high-level information about cycle plans used to coordinate and execute field activities over defined time periods. This supports strategic planning and sales operations alignment.
CyclePlanTargets	Defines the specific targets within a cycle plan, such as accounts or healthcare providers to be visited. This enables tracking of target fulfillment and field force activity effectiveness.
DataChangeRequestLines	Stores individual line items associated with a data change request, capturing specific field modifications proposed within a broader change request process in Veeva Vault.
DataChangeRequests	Represents formal requests submitted by users to modify existing data records. Each entry includes metadata such as requestor details, status, approval history, and associated line items.
DataGridLoaderConfigurations	Defines reusable configurations for bulk data loading operations into Vault using the Data Grid Loader tool. This includes mapping rules, validation logic, and operational parameters.
DataMapTemplateFields	Lists individual fields included in data map templates. These fields define the source-to-target mapping structure used in integrations and transformation workflows.
DataMapTemplates	Defines reusable templates that map source system fields to Veeva Vault fields. This is used in integrations and import processes to ensure consistent field mapping.
DatasetItems	Contains individual data elements within a dataset, often representing granular units of structured information used for reporting, analytics, or integration.
Datasets	Represents structured collections of related data grouped for analytical or integration purposes. Datasets often feed reports, dashboards, or external systems.
DCRFieldTypes	Catalogs the different types of fields that can be changed via Data Change Requests (DCRs), enabling validation, formatting, and appropriate handling based on field type.
Departments	Provides a filtered or joined view of department-related metadata, often used for access control, reporting, or organizational hierarchy alignment within Vault.
Dependencies	Displays the relationships and dependencies between configuration components such as objects, fields, workflows, and picklists. This helps in impact analysis and change planning.
DependencyDesigns	Offers a visual or structural representation of Vault dependencies for configuration items, useful for system design audits and maintenance assessments.
Directories	Stores organizational and system-level directory information, often including folder structures, user access paths, or external directory sync references.
DocumentChangeControls	View providing details of change control records related to document modifications, including lifecycle transitions, versioning events, and review workflows.
DocumentChangeControlSignature	View capturing electronic signature events tied to document change controls, helping verify who approved, reviewed, or signed off on regulated document updates.
DocumentChangeLogs	View presenting the audit trail for changes made to documents, tracking user actions, timestamps, and associated change control identifiers.
DocumentedInterest	Stores records of documented interests such as stakeholder concerns or declared conflicts, used for compliance reporting and governance.
DocumentExtractorConfigurations	View displaying configurations for automated document extraction processes, defining criteria such as source types, triggers, and extraction parameters.
DocumentExtractorDestinations	View showing configured output destinations for extracted documents, such as file systems, secure repositories, or external systems.
DocumentExtractorDocumentStatuses	View detailing the status of documents as they progress through extraction workflows, including stages like queued, processing, completed, or failed.
DocumentExtractorDocumentTypes	View listing the types of documents eligible for extraction, often filtered by metadata, lifecycle states, or document classifications.
DocumentExtractorRules	View defining the business rules that govern how and when documents are extracted, including filters, conditions, and actions triggered by workflow events.
DocumentExtractorSecondaryConfigs	View containing secondary configuration parameters that supplement the main extraction setup, such as error handling rules or advanced filters.
DocumentTypeGroups	Contains mappings of document types into logical groups for easier management, reporting, and filtering based on business classification or functional purpose.
DocumentWarningCategories	Stores the predefined categories for warnings issued on documents, typically used to classify potential issues such as missing metadata or regulatory discrepancies.
DocumentWarningTemplates	Holds templates used to issue warnings or alerts on documents, including default messages, severity levels, and associated categories.
DynamicAttributeConfigurations	Defines the metadata configuration for dynamic attributes assigned to documents or records, including data types, validation rules, and display settings.
DynamicAttributes	Stores the actual values of dynamic attributes assigned to various entities in the system, enabling flexible metadata tagging without schema changes.
EmailActivity	Stores detailed records of email communications sent through Vault, including metadata such as timestamps, recipients, and engagement metrics for audit and analytics purposes.
EmailBuilderCells	Defines the structural components (cells) used in email templates within the Email Builder, specifying layout, content types, and configuration for rendering dynamic emails.
EmailBuilderRuleCells	Links specific rules to individual cells in email templates, enabling conditional display logic based on recipient attributes or campaign context.
EmailBuilderRules	Contains the logic and conditional rules used in email templates to dynamically personalize content, based on criteria like user segment or geography.
EmailBuilders	Captures the configuration and metadata for email templates created using Vault's Email Builder tool, including versioning and ownership details.
EngageConnectGroupRequests	Tracks user-initiated requests to join engage connect groups, including approval status and related user and group identifiers.
EngageConnections	Represents the connection relationships between users and healthcare professionals in the engage platform, including connection state and interaction history.
EngageLinkSettings	Stores configuration settings related to Engage Link, such as feature toggles and integration parameters used during remote engagement sessions.
EngageProfiles	Maintains user profiles for Engage, capturing professional details, preferences, and credentialing information for authenticated interactions.
EventAttendees	Lists participants of scheduled events, capturing information such as role, attendance status, and related event metadata for tracking and reporting.
EventsManagementSettings	Holds organization-specific configurations for the Events Management module, such as default values, restrictions, and compliance settings.
EventTasks	Stores task assignments and completion statuses related to event execution workflows, supporting planning, scheduling, and accountability tracking.
Expenses	Contains records of event- or user-related expenses submitted for reimbursement, including type, amount, justification, and approval workflow data.
ExpenseTypes	Defines allowable categories of expenses that can be submitted in the system, often aligned with compliance and financial policies.
ExternalCalendarEvents	Represents events imported from external calendar systems (for example, Outlook, Google Calendar), enabling synchronization and unified scheduling.
ExternalCalendars	Holds metadata for connected external calendars, such as sync configuration, linked users, and last synchronization timestamps.
FocusAreas	Categorizes business initiatives or therapeutic areas targeted by an organization, used to filter content and assign responsibilities within campaigns or studies.
FormularyProducts	Tracks the presence and details of pharmaceutical products on formularies, including tier, coverage notes, and payer affiliations.
FunctionalArea	Provides a consolidated view of business functions or departments within the organization, derived from various internal source systems.
GeographyTerritories	Maps geographic regions to sales territories, facilitating territory alignment, rep assignments, and performance analysis.
GlobalAccountSearchSettings	Stores settings that configure how global account searches behave, such as filters, default views, and access controls for user searches.
GlossaryDefinitions	Maintains a structured glossary of system-defined terms and their descriptions, supporting consistency in metadata usage and interpretation.
Goals	Represents specific user or organizational objectives, such as sales targets and engagement Key Performance Indicators (KPIs), while supporting performance tracking over time.
Group	Displays aggregated group membership information for Vault users, often used to drive permissions, content targeting, or workflow routing.
Holidays	Stores records of recognized holidays within the system, including dates and holiday types, to support features like scheduling, workflow planning, and compliance tracking across different regions.
HolidaySchedules	Defines holiday schedules used by business processes or calendars, mapping specific holidays to regions, user groups, or operational calendars to manage availability and automation behavior.
Homepages	Contains configuration details for user-specific or role-based homepages in the Vault interface, including layout, widgets, and personalized content displays.
HTMLReports	Stores metadata for HTML-based reports generated within Vault, including report structure, layout templates, embedded parameters, and linkage to reporting modules or dashboards.
ImplicitFilterConditions	Captures the specific conditions applied to implicit filters, which are automatically applied to user queries or views based on roles, object types, or data access policies.
ImplicitFilters	Defines the logic and structure for implicit filters that are applied by the system without user input to enforce visibility rules, data access constraints, or contextual personalization.
Indexes	Maintains metadata for custom and system-defined indexes on Vault tables to enhance performance and ensure efficient querying and retrieval of structured content and business data.
IntegratedSurveys	Stores information about surveys integrated with third-party systems, tracking their configuration, deployment, response mapping, and associated content such as questions and responses.
IntegrationPoints	Defines integration touchpoints used to exchange data between Vault and external systems, including connection details, operation modes, and scheduling parameters.
Integrations	Represents high-level integration configurations, detailing how Vault interacts with external systems, including protocols, endpoints, authentication methods, and integration status.
InventoryMonitorings	Tracks inventory monitoring events and observations across sites or facilities, supporting compliance, auditing, and real-time product tracking within supply or trial operations.
InventoryOrderLines	Stores individual line-item details of inventory orders, capturing product identifiers, quantities, units, and shipment status to support inventory fulfillment and reconciliation.
InventoryOrders	Represents complete inventory orders within Vault, including order metadata such as requester, destination, approval status, shipping details, and associated line items.
KeyMessages	Stores approved marketing and medical communication content, including text, media, metadata, and platform-specific configurations. Used in closed-loop marketing (CLM) and content delivery systems to ensure regulatory-compliant, targeted, and localized messaging for specific products and audiences.
KeyStakeholders	Stores key contacts or individuals critical to business decisions or engagement strategy.
LinkTargets	Defines external or internal hyperlink targets used in navigation or linking within Vault CRM.
LotCatalog	Catalog of lot numbers available for sampling, shipment, or order purposes.
ManualTerritoryAlignmentHistories	Tracks manual updates to sales territory alignments for auditing and historical reference.
MatchTextVariations	Handles variations in matching logic or terminology to support flexible search and analytics.
MaterialLY	Stores metadata for materials used in regulated processes, such as documents, packaging components, or printed assets. Includes core attributes like name, status, creation and modification details, and serves as a foundational reference for material lifecycle management and traceability.
MaterialOrderLineItems	Represents individual items within a broader material order, including quantity and product details.
MaterialOrders	Captures overall information about material orders placed by users or accounts.
MCCycleChannels	Defines channels (email, in-person, etc.) used within multichannel cycle plans.
MCCyclePlanChannels	Represents the linkage between multichannel cycle plans and communication channels.
MCCyclePlanProducts	Associates specific products with a multichannel cycle plan for targeting and tracking.
MCCyclePlans	Defines a coordinated multichannel engagement plan for a specific period or campaign.
MCCyclePlanSummaries	Stores performance summaries and metrics for multichannel cycle plans.
MCCyclePlanTargets	Details the accounts or individuals targeted in a multichannel cycle plan.
MCCycleProducts	Tracks product-specific strategies or deliverables within a multichannel cycle.
MCCycles	Defines the structure and timing of a multichannel campaign or engagement cycle.
MedicalEvents	Captures information about medical events attended or hosted by users.
MedicalInquiries	Records questions submitted by healthcare professionals regarding products or treatments.
MedicalInquiryFulfillmentResponses	Logs responses sent in fulfillment of medical inquiries.
MedicalInsights	Stores insights gathered from field interactions, medical events, or inquiry responses.
MeetingRequests	Captures requests for meetings between field staff and healthcare professionals.
MessageActivities	Tracks engagement with messages sent to users or customers, including open and interaction metrics.
MessageTemplateContent	Stores the content (text, media, placeholders) associated with message templates.
MessageTemplates	Defines reusable templates for consistent messaging across campaigns or workflows.
MetadataDefinitions	Stores definitions of metadata elements used throughout Vault CRM.
MetadataTranslations	Contains localized translations for metadata fields and values.
MobileCRMSettings	Holds configuration settings for the mobile CRM application.
MobileDevices	Tracks devices used by CRM users for security and audit purposes.
ModelUpdates	Represents updates to predictive models or configurations within Vault CRM.
MonitoredPhrases	Stores specific phrases that are flagged or tracked during user interactions.
MonitoredText	Captures text passages from field inputs or records that are monitored for compliance or insight.
MonitoringRules	Defines rules for monitoring specific actions, text, or behavior in CRM.
MultichannelActivities	Logs marketing or sales interactions across multiple channels.
MultichannelActivityLines	Details individual line items or interactions within a multichannel activity.
MultichannelConsents	Stores consent preferences from customers across marketing and communication channels.
MultichannelContent	Manages content used across multiple marketing or engagement channels.
MultichannelContentAssets	Tracks multimedia or digital assets linked to multichannel content.
MultichannelMessages	Logs messages delivered via email, SMS, or other channels.
MultichannelSettings	Configuration settings related to multichannel communication rules and templates.
MyInsightsData	Stores analytics and reporting data for MyInsights dashboards.
MySetupProducts	Captures user-specific product configurations for quick setup and targeting.
NetworkMappings	Defines relationships between Vault CRM and external network entities such as healthcare systems.
NetworkObjectMappings	Specifies how external network data fields map to Vault CRM objects.
NetworkSettings	Stores global settings and configuration for external network integrations.
Opportunities	Tracks sales opportunities or deals under consideration in the CRM pipeline.
OpportunityCompetitors	Captures competitor information linked to a specific opportunity.
OpportunityLines	Represents product- or service-level details within an opportunity.
OpportunityTeamMembers	Lists users assigned to work collaboratively on an opportunity.
OrderCampaigns	Links promotional campaigns with order-related activities.
Orders	Stores information about product orders placed by users or customers.
OutboundPackages	Defines packages sent from Vault CRM to external systems or stakeholders.
PackageClassDocumentInstances	Represents individual printing or packaging tasks linked to specific documents, including configuration details such as page ranges, number of copies, paper type, printer tray, and manufacturing site. Used to manage execution and tracking of packaging jobs in regulated environments.
PackageClassDocuments	Defines templates for printing and packaging tasks by specifying default settings such as document reference, number of copies, paper type, printer, and packaging class. Serves as a blueprint for generating individual packaging jobs in regulated manufacturing or quality workflows.
PackageClasses	Defines types of packaging configurations used in manufacturing or printing processes. Includes descriptive information and associated manufacturing site details, serving as a foundational reference for organizing packaging tasks by category, such as standard or custom classes.
PackageClassInstances	Tracks specific instances of packaging production runs, including associated package class, batch number, site, lifecycle state, and production parameters. Used to monitor execution details for each process order and ensure traceability across manufacturing operations.
PackageComponents	Defines individual components included within a data or content package.
PackageDatasets	Stores datasets that are bundled and transmitted as part of Vault CRM packages.
PaperTypes	Defines the available types of paper stock used for printing and packaging operations, such as Glossy, Matte, or Standard. Each record includes lifecycle metadata and status to support selection and quality control in manufacturing environments.
PatientJourneys	Represents the high-level progression of a patient through treatment or care stages.
PatientJourneyStepDetails	Captures specific actions or data points within a patient journey step.
PatientJourneyStepPhases	Categorizes different phases within a patient journey step, such as awareness or treatment.
PatientJourneyStepRelationships	Defines relationships or transitions between journey steps.
PatientJourneySteps	Represents individual stages within a patient journey model.
Permalinks	Stores permanent URLs or references for shared records or public-facing content.
Persons	Stores person-level data, often tied to accounts, HCPs, or CRM users.
PicklistValues	Lists all predefined selectable values configured for picklist fields in the system.
PlanogramLines	Represents individual rows or product placements within a planogram layout.
Planograms	Defines visual product placement layouts for in-store display or promotional setups.
PlanTactics	Stores tactical actions linked to strategic product or marketing plans.
PortalSettings	Contains configuration settings for CRM portal functionality and behavior.
Positions	Stores job titles or organizational roles associated with CRM users.
Preferences	Captures user-specific settings and preferences for customizing the CRM experience.
PricingRules	Defines rules for applying pricing logic across different products or conditions.
PricingSubrules	Represents detailed components or conditions within a larger pricing rule.
PrinterTrays	Defines printer tray configurations, including associated paper types and manufacturing sites. Used to manage tray assignments and ensure correct materials are loaded for print jobs in regulated production environments.
ProductCatalog	Stores the master list of all products available within the CRM.
ProductEvents	Captures significant product-related milestones, launches, or regulatory events.
ProductGroupMaps	Maps products to defined groups for segmentation or reporting purposes.
ProductGroups	Defines groupings of products by category, business unit, or therapeutic area.
ProductInformations	Contains key information and labeling data about individual products.
ProductJourneyStages	Tracks stages of a product's market journey, such as launch or maturity.
ProductMetrics	Stores performance indicators or statistics related to product engagement and success.
ProductPlans	Houses strategic plans focused on product development, launch, or lifecycle management.
Products	Stores core product master data, including product names, abbreviations, compound IDs, INNs, therapeutic areas, and both internal and external identifiers.
ProductStrategies	Outlines strategic approaches for marketing or positioning a product.
ProductTactics	Captures specific actions and activities supporting a broader product strategy.
ProductViews	Defines saved configurations for displaying filtered or organized product data.
Publications	Stores bibliographic and metadata details about scientific or medical publications.
QuestionDesigns	Defines the structure, logic, and metadata for checklist or form-based questions, including question text, type, attachment rules, response constraints, display order, and lifecycle states. Used to standardize data collection within compliance, quality, and operational workflows.
Questions	Stores structured questions used in surveys, checklists, or assessments.
ReceivedEmails	Logs inbound emails received through integrated channels for tracking and analysis.
ReferenceDocuments	Stores documents used as references during calls, events, or regulatory processes.
ReferenceLookups	Supports lookup functionality for reference values used across the system.
RemoteMeetingAttendees	Captures details about participants in virtual or remote meetings.
RemoteMeetingRatings	Stores feedback ratings submitted for remote meeting sessions.
RemoteMeetings	Tracks virtual meetings, including schedule, attendance, and engagement data.
RepRoster	Lists field representatives, their territories, and team alignments.
Responses	Captures user-submitted answers to checklist or form-based questions, including response values, comments, attachments, and lifecycle states. Supports a variety of input types such as numeric, text, date, and file uploads, and is used to track data collection outcomes in structured assessments.
RuleDefinitions	Defines validation or business logic rules enforced across the system.
RuleMessageTranslations	Stores translated versions of rule-based error or guidance messages.
RuleObjectHeaders	Top-level records defining scope and context for grouped validation rules.
SalesIncrementalTransactions	Tracks changes in sales transactions over time by capturing only newly created or modified records since the last data load. This is used for efficient data synchronization and delta processing in downstream reporting and analytics.
SalesTransactions	Contains detailed records of all sales transactions, including product, quantity, date, and associated accounts or territories. This serves as the primary source of truth for sales activity reporting and performance metrics.
SampleInventories	Maintains current inventory levels of drug samples across all storage locations, including field representatives, distribution centers, and warehouses. This supports inventory compliance, reconciliation, and audit tracking.
SampleInventoryItems	Provides item-level granularity for entries in the sample inventory, linking specific product instances to their associated inventory records. This is useful for tracing lot numbers, expiry dates, and detailed inventory audits.
SampleLimits	Defines regulatory or organizational limits on the quantity or frequency of sample distributions, typically per product, territory, or healthcare professional. This helps ensure compliance with sampling policies and industry regulations.
SampleLimitTransactions	Logs all events related to sample limit consumption or updates, including adjustments, usage, and resets. This enables auditing of sample distribution against preset limits and supports compliance monitoring.
SampleLotAdds	Captures the addition of new sample lots into inventory, including lot numbers, quantities, and expiration dates. This facilitates traceability and regulatory reporting for controlled sample substances.
SampleLots	Holds metadata about each sample lot, including manufacturer, lot number, production date, and shelf life. This is used for tracking sample provenance and ensuring product integrity throughout its lifecycle.
SampleOrderTransaction	Tracks individual transactions related to sample orders, including order status changes, shipment details, and inventory adjustments. This supports compliance tracking and inventory reconciliation in regulated industries.
SampleReceipts	Stores data about the receipt of physical or digital sample products, including received quantities, dates, and recipient information. This is useful for verifying delivery completion and maintaining audit trails.
SamplesStateSettings	Defines configuration settings for sample management based on state or regional regulations. This includes restrictions on sample distribution, quantity limits, and recipient eligibility.
SampleTransactions	Logs each transaction involving sample products, such as distribution, return, or transfer events. This enables visibility into the movement and usage of samples across territories and users.
ScientificInterests	Captures detailed information about healthcare professionals' scientific interests, such as research areas or therapeutic specialties. This enables targeted engagement strategies based on scientific alignment.
SectionDesigns	Provides a structured view of layout designs for document or form sections. This is used to drive UI rendering or template configurations in document-centric workflows.
Sections	Displays information on logical sections used in templates or structured content. This helps organize content into modular segments for consistent formatting and easy editing.
SentDocuments	Records metadata and delivery details for documents sent from the system, including recipients, send methods, and timestamps. This supports outbound communication tracking and audit requirements.
SentEmailBuilderCells	Stores data for individual content cells within emails created using an email builder tool. This is useful for tracking which blocks of content were included in outbound emails.
SentMessages	Tracks complete email or message entities sent from the system, including subject, body, sender, recipients, and delivery status. This enables reporting on communication effectiveness and compliance.
ServerJobStatuses	Maintains status and outcome information for background server jobs, such as document processing, batch imports, or scheduled tasks. This facilitates monitoring and troubleshooting of automated processes.
ShareInboxDocuments	Contains documents shared into user inboxes via shared links or direct collaboration features. This is used to support user access to incoming shared content and streamline document sharing workflows.
SignaturePages	Stores individual signature pages extracted from documents that require signing. This enables tracking of signature completion status and association with corresponding signers.
SignatureRequests	Contains records of electronic signature requests within Veeva Vault, including metadata such as requestor, document, status, and timestamps for auditing and compliance purposes.
Sites	Stores information about clinical or research sites, including site identifiers, geographic location, associated studies, and contact details to facilitate site management and monitoring.
SpeakerEvaluations	Captures evaluation data submitted after speaker-led events or programs, used to assess speaker effectiveness, presentation quality, and audience engagement.
StakeholderPreferences	Holds data on individual stakeholder preferences such as communication channels, content types, and engagement frequencies to tailor interactions and campaigns.
StakeholderProfileLayouts	Defines the layout and configuration of stakeholder profiles, determining the display of fields, sections, and data relevant to user roles and business needs.
SuggestionFeedback	Contains feedback submitted by users on previously suggested content or actions, helping to refine recommendation algorithms and improve system relevance.
Suggestions	Stores system-generated or user-submitted suggestions, including document recommendations, content delivery improvements, and workflow enhancements.
SuggestionTags	Maintains a tagging system for suggestions, allowing categorization and filtering based on thematic or functional tags for better traceability and management.
SurveyQuestions	Defines the individual questions used in surveys, including question types, answer formats, dependencies, and associated metadata for logic branching and reporting.
Surveys	Represents full survey instruments, including metadata such as title, purpose, target audience, deployment dates, and status to manage survey lifecycle.
SurveyTargets	Tracks individuals or entities targeted for survey participation, capturing distribution details, response statuses, and links to survey results.
SWOTs	Stores Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis records for stakeholders or organizations, enabling strategic planning and segmentation.
SynchronizationTrackings	Logs synchronization events and metadata between systems or devices, including sync direction, success/failure status, and timestamps for troubleshooting and auditing.
Systems	Provides a consolidated view of system-level configurations and metadata relevant to Veeva Vault environments, including platform setup, integration statuses, and system dependencies.
Territories	Stores information about geographic or organizational territories assigned to field teams or sales representatives. Each record defines a distinct territory with attributes for regional planning and resource alignment.
TerritoryBudgets	Captures budget allocations at the territory level, supporting financial planning and tracking for marketing, sales, and field activities within specific geographic or organizational units.
TerritoryBudgetTransactions	Records transactional updates to territory budgets, including allocations, expenditures, and adjustments. This enables detailed audit trails and budget utilization analysis over time.
TerritoryFields	Contains configuration data for Territory Specific Fields (TSFs), allowing customization of territory-level metadata and enabling nuanced reporting and workflow automation.
TerritorySettings	Holds system settings and configuration values governing territory management behavior, such as assignment rules, access controls, and default display preferences.
TimeOffTerritory	Tracks planned or approved time-off entries by users in relation to their assigned territories. This is useful for managing field force availability and reassigning coverage during absences.
UnavailableTimes	Logs periods when users or resources are unavailable for activities such as calls, visits, or assignments. Often integrated with scheduling logic to optimize planning and task delegation.
UnsubscribeProducts	Maintains records of specific products from which users or customers have unsubscribed, ensuring compliance with opt-out preferences and reducing unwanted communications.
Unsubscribes	Stores unsubscribe preferences for users or external recipients across various communication types and channels. Supports privacy compliance and marketing opt-out management.
UserDetails	Contains detailed user profile information, such as role, territory, and organizational affiliations. Facilitates access control, reporting, and user-based customization.
UserExceptionItems	Logs items that triggered system exceptions during user interactions or automated processes. Supports debugging, exception resolution, and system reliability monitoring.
UserExceptionMessages	Stores error or exception messages presented to users during system operations. This is enables tracking of common failure points and enhances user experience diagnostics.
UserRoleConstraints	Defines restrictions and limitations applied to user roles, including field-level and record-level constraints that determine how users interact with Vault objects and processes.
UserRoleSetup	Stores configuration data for associating users with specific roles within Veeva Vault, enabling permissions management, access control, and task assignments.
Users	Contains metadata for Vault users, including system identifiers, authentication details, user preferences, and role mappings used for login and operational tracking.
UserTasks	Tracks user-assigned tasks within Vault workflows, capturing task type, status, due date, associated documents, and workflow context for operational monitoring and compliance.
UserTerritories	Represents the mapping between users and their assigned territories, supporting segmentation of data access and reporting in territory-based models such as field operations.
VDSSettings	Holds configuration parameters for the Vault Data Services (VDS) interface, defining integration behaviors, endpoint credentials, and scheduling options.
VeevaAnalyticsProcesses	Defines the configuration and execution metadata for Veeva Analytics processes, including data extraction, transformation rules, and publishing routines for downstream analytics.
VeevaContents	Captures information about documents and digital assets managed in Veeva Vault, including version history, content types, lifecycle states, and associated metadata.
VeevaDistributions	Stores records of content distributions, logging who received which documents, when, and under what conditions—supporting auditing, compliance, and content access tracking.
VeevaMessages	Maintains internal and system-generated messages within Vault, including communication logs, alerts, and workflow notifications sent to users or system components.
VeevaSettings	Centralized storage for tenant-level configuration settings that influence Vault behavior, user interface preferences, and feature enablement across modules.
VFMFileSecurityPolicies	Defines file security policies for Veeva File Manager (VFM), including rules for document access, encryption, classification levels, and sharing restrictions.
Views	Stores metadata for custom views created within Vault, specifying visible fields, filters, sorting, and layout preferences tailored to specific user roles or business needs.
VMobileHomePageLayouts	Defines layout configurations for the Veeva Customer Relationship Management (CRM) mobile homepage, determining section visibility, object summaries, and mobile-optimized navigation experiences.
VMobileObjectConfigurations	Manages settings for objects accessible via the Veeva Customer Relationship Management (CRM) mobile app, including field visibility, page layout rules, and offline synchronization behavior.
WorkflowRoleSetup	Contains mappings and role definitions used in Vault workflows, specifying which users or groups can act on tasks during each workflow step or lifecycle state.
XPagesSSOConfigurations	Stores configuration details for Single Sign-On (SSO) integration using X-Pages, including identity provider metadata, certificate handling, and session behavior.
XMLElements	Defines XML element mappings used in structured content, templates, or integration payloads, including tag definitions, value types, and schema references.

AccountClinicalTrials

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique system-generated identifier for the Account Clinical Trial record. This is used internally to reference the record within Vault.
Global ID	String	True	No	A globally unique identifier assigned to the Account Clinical Trial record, ensuring consistency and traceability across integrated systems.
Link	String	False	No	A system-generated hyperlink reference that allows direct access to the record from the Vault interface or via API.
Account Clinical Trial Name	String	True	No	The display name of the Account Clinical Trial, typically used for user-friendly identification in reports and user interfaces.
Status	String	False	No	The current status of the Account Clinical Trial record, such as Active, Planned, Completed, or Terminated, indicating its phase or progress.
Created By	String	True	No	The username or ID of the Vault user who originally created the Account Clinical Trial record.
Created Date	Datetime	True	No	The timestamp indicating when the Account Clinical Trial record was first created in the system.
Last Modified By	String	True	No	The username or ID of the user who most recently updated the Account Clinical Trial record.
Last Modified Date	Datetime	True	No	The timestamp of the most recent update made to the Account Clinical Trial record.
External Id	String	False	No	An optional identifier used to link the record with external systems, such as a Customer Relationship Management (CRM) or third-party clinical database.
Participant	String	False	No	The name or identifier of the participant associated with the clinical trial for this account. This could be a healthcare provider or institution.
Role	String	False	No	The role that the associated account or participant plays in the clinical trial, such as Investigator, Sponsor, or Monitor.
Account ID	String	False	No	The unique identifier of the Account linked to this clinical trial record, referencing a record in the Accounts table.
Clinical Trial	String	False	No	The identifier or reference to the overarching Clinical Trial entity that this record is part of. This links the account to a specific trial.
Owner	String	False	No	The user ID of the record owner, often used for access control or workflow routing within Vault.
Legacy CRM Id	String	False	No	An identifier from a legacy CRM system used for data migration or historical tracking of the Account Clinical Trial record.

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AccountExternalIDMap

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Account External ID Map record, used as the primary key in the table.
Account External ID Map Type	String	True	No	Specifies the type of external ID mapping record, allowing categorization by integration type or system origin.
Global ID	String	True	No	System-generated global identifier used to uniquely track this record across different Vaults or environments.
Link	String	False	No	Hyperlink reference to the Account External ID Map record within the Vault system for direct navigation or integration access.
Account External ID Map Name	String	True	No	Human-readable name for the mapping record, typically aligned with a business naming convention for easier identification.
Status	String	False	No	Indicates the current state of the external ID map record such as active, inactive, or archived, supporting workflow or integration logic.
Created By	String	True	No	Username or system user that originally created the external ID map record in the Vault system.
Created Date	Datetime	True	No	Timestamp representing when the record was first created, which helps track when external ID mappings were initiated.
Last Modified By	String	True	No	Username or system user who last updated this mapping record, useful for audit trails and tracking responsibility.
Last Modified Date	Datetime	True	No	Date and time of the most recent update to the mapping record, used for versioning and synchronization checks.
Domain	String	False	No	Domain in which the mapping was created, which can represent a specific tenant, region, or organizational boundary within Veeva Vault.
Third Party External ID	String	False	No	The external identifier assigned by a third-party system such as Salesforce, SAP, or an external Customer Relationship Management (CRM), used for integration mapping.
User Cookie	String	False	No	User-specific token or session cookie associated with the record creation or last update, typically used in client-side tracking scenarios.
VExternal Id	String	False	No	Veeva-specific external identifier used in cross-system references or synchronization jobs with Vault applications.
Account	String	False	No	Reference to the internal Account object this mapping record is associated with, creating a link between internal and external identifiers.
Owner	String	False	No	Identifier of the user or system owner responsible for managing this record, often used for permissions or routing logic.
Legacy CRM Id	String	False	No	External identifier from a legacy CRM system used for historical mapping or data migration purposes into Veeva Vault.

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AccountListItems

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the record in the Account External ID Map table.
Global ID	String	True	No	Globally unique identifier used across Vault to ensure record consistency and integrity in distributed systems.
Link	String	False	No	Internal system URL or reference link to view or access the full details of the mapped record in Vault.
Account List Item Name	String	True	No	Name of the specific entry in the Account List associated with the external ID mapping.
Status	String	False	No	Current lifecycle status of the Account External ID Map entry, indicating whether it is active, inactive, or archived.
Created By	String	True	No	Username or system identifier of the user who initially created this mapping entry in the Vault system.
Created Date	Datetime	True	No	Timestamp indicating when the mapping entry was originally created in the system.
Last Modified By	String	True	No	Username or system identifier of the user who last modified the mapping record.
Last Modified Date	Datetime	True	No	Timestamp representing the most recent update made to the mapping entry.
External ID	String	False	No	Externally assigned identifier, often originating from a Customer Relationship Management (CRM) or other third-party system, used for cross-system reference.
Mobile ID	String	False	No	Identifier used to associate the account with a mobile platform or field-facing application instance.
Account List	String	False	No	Reference to the Account List to which this external ID mapping entry is associated.
Account	String	False	No	Reference to the Vault account record that this external ID is mapped to.
Legacy CRM Id	String	False	No	Identifier from a legacy CRM system, retained for backward compatibility and migration auditing.

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AccountLists

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the account list record within the Vault system, primarily used for internal system operations and record referencing.
Global ID	String	True	No	System-generated global identifier that ensures universal uniqueness across multiple Vault environments or instances.
Link	String	False	No	URL or URI reference that points directly to the detailed account list record within the Vault web interface or API.
Account List Name	String	False	No	The display name of the account list, typically used for identifying the list in user interfaces, reports, and filters.
Status	String	False	No	Indicates the current lifecycle state of the account list, such as Active, Inactive, or Archived, based on its usability or approval.
Created By	String	True	No	Username or system identifier of the user who initially created the account list record.
Created Date	Datetime	True	No	Timestamp indicating when the account list record was first created in the Vault system.
Last Modified By	String	True	No	Username or system identifier of the user who last modified the account list record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent modification to the account list record, useful for auditing and version control.
Access	String	False	No	Defines the permission level or visibility scope of the account list, such as Owner-only, Team-shared, or Public.
Display Order	Decimal	False	No	Numeric value used to control the display sequence of the account list in user-facing dropdowns or sorted views.
Icon Name	String	False	No	Name of the icon associated with the account list, used to visually represent it within Vault's UI or mobile interfaces.
Locked Date	Datetime	False	No	Timestamp marking when the account list was locked, typically to prevent further edits during a workflow or review process.
Mobile ID	String	False	No	Mobile-specific identifier used to sync the account list with external mobile applications or offline systems.
Locked By	String	False	No	Username or system identifier of the user who locked the record, often used to trace workflow actions or record freezes.
Owner	String	False	No	Reference to the user or group responsible for the account list, used to determine access rights and accountability.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system that was used before migrating data to Vault, facilitating historical data reconciliation.

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AccountMergeHistories

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the account merge history record.
Global ID	String	True	No	Globally unique identifier assigned by Vault for cross-system consistency and traceability.
Link	String	False	No	System-generated hyperlink reference to access the account merge history record within the Vault application.
Account Merge History Name	String	False	No	Human-readable name or label for the account merge history entry, typically reflecting the merge event or target account.
Status	String	False	No	Current status of the account merge process, such as pending, completed, or failed.
Created By	String	True	No	Username or identifier of the user who initiated the account merge operation.
Created Date	Datetime	True	No	Timestamp indicating when the account merge history record was originally created in the system.
Last Modified By	String	True	No	Username or identifier of the user who last updated or modified the merge history record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the account merge history record.
Account Person ContactId	String	False	No	Identifier linking the merged account to the associated person contact record within the Vault system.
PersonContactId	String	False	No	Identifier of the individual person contact involved in or affected by the account merge.
Account	String	False	No	Reference to the primary or resulting account entity after the merge operation.
Legacy CRM Id	String	False	No	Identifier from the legacy Customer Relationship Management (CRM) system used to track the original account prior to being merged in Vault.

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AccountOverviewLayouts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the account overview layout record within the system. This is used internally to track and reference the record.
Account Overview Layout Type	String	True	No	Specifies the Vault object type associated with this account overview layout. This value determines how the layout behaves and which record types it applies to.
Global ID	String	True	No	System-generated global identifier used to ensure uniqueness of the layout record across multiple Vault environments.
Link	String	False	No	System-generated hyperlink that provides direct access to the account overview layout record within the Vault user interface.
Account Overview Layout Name	String	True	No	The name assigned to the account overview layout. This is typically a human-readable label used to identify the layout in configuration and selection lists.
Status	String	False	No	Indicates the current lifecycle status of the account overview layout, such as Active, Inactive, or Deprecated.
Created By	String	True	No	The username or identifier of the user who initially created the account overview layout record.
Created Date	Datetime	True	No	Timestamp representing when the account overview layout was first created in the Vault system.
Last Modified By	String	True	No	The username or identifier of the user who last modified the account overview layout record.
Last Modified Date	Datetime	True	No	Timestamp representing the most recent modification to the account overview layout record.
Owner	String	False	No	The Vault user or group assigned ownership of the account overview layout. Ownership typically affects permissions and responsibilities for maintaining the layout.
Legacy CRM Id	String	False	No	Identifier used to map this layout to a corresponding record in an external legacy Customer Relationship Management (CRM) system. This is useful for data migration or integration purposes.
Mobile ID	String	False	No	Identifier used by mobile applications to reference this account overview layout. Helps ensure compatibility across different platforms and device views.

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AccountPartners

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the account partner record.
Account Partner Type	String	True	No	Specifies the type or classification of the account partner, based on predefined Vault object types used for categorization.
Global ID	String	True	No	Globally unique system identifier assigned to the account partner across all Vault instances to ensure cross-system consistency.
Link	String	False	No	System-generated URL link that provides direct access to the account partner record in the Vault interface.
Account Partner Name	String	False	No	Human-readable name or title associated with the account partner entity.
Status	String	False	No	Current lifecycle status of the account partner record, such as Active, Inactive, or Pending, based on Vault business rules.
Created By	String	True	No	Username or identifier of the user who originally created this account partner record in the system.
Created Date	Datetime	True	No	Timestamp indicating when the account partner record was initially created in the Vault.
Last Modified By	String	True	No	Username or identifier of the user who last updated or modified the account partner record.
Last Modified Date	Datetime	True	No	Timestamp capturing the most recent modification to the account partner record.
Account Partner ID	String	False	No	External or reference identifier for the account partner, typically used for integration with legacy systems or third-party applications.
Default	Bool	False	No	Boolean flag indicating whether this partner is marked as the default for the associated account.
Inventory Monitoring Type	String	False	No	Defines the type of inventory monitoring used by this partner, such as Manual, Automated, or Third Party, depending on supply chain configuration.
Mobile ID	String	False	No	Identifier used for mobile platform synchronization, enabling data retrieval and updates from mobile Customer Relationship Management (CRM) applications.
Order Type	String	False	No	Specifies the type of order supported by the account partner, such as Primary, Secondary, or Replenishment.
Priority	Decimal	False	No	Numerical value indicating the priority level of the partner in operational workflows, with lower values indicating higher priority.
Wholesaler	String	False	No	Name or identifier of the wholesaler entity associated with this partner, used in distribution and supply chain scenarios.
Account	String	False	No	Reference to the associated account record that this partner is linked to, forming a parent-child relationship.
Contract	String	False	No	Reference to the contractual agreement that governs the relationship between the account and the partner.
Planogram	String	False	No	Planogram configuration or reference that determines the merchandising layout managed by this account partner.
Owner	String	False	No	User or group responsible for managing the account partner record, typically used for access control and ownership tracking.
Legacy CRM Id	String	False	No	Identifier from a legacy customer relationship management system used for historical tracking and migration purposes.

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AccountPlans

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the account plan record within the Veeva Vault system. This value is system-generated and immutable.
Account Plan Type	String	True	No	Indicates the type of account plan being created or referenced. This can define the strategic purpose or classification, such as territory-specific or product-focused plans.
Global ID	String	True	No	System-assigned globally unique identifier used to distinguish this account plan across multiple Vault environments or integrations.
Link	String	False	No	URL or reference link to access the account plan directly within the Vault interface. This is useful for UI integration and quick navigation.
Account Plan Name	String	False	No	Human-readable name of the account plan, used to identify it in dashboards, reports, and user interfaces.
Status	String	False	No	Current lifecycle status of the account plan, such as 'In Progress', 'Completed', or 'Cancelled'. This is used to control user interactions and reporting.
Created By	String	True	No	User who originally created the account plan. Stores the Vault username or ID of the creator.
Created Date	Datetime	True	No	Timestamp representing when the account plan record was first created in the Vault system.
Last Modified By	String	True	No	User who last modified the account plan. This is useful for tracking recent updates or changes.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the account plan. Enables auditing and synchronization.
Active	Bool	False	No	Indicates whether the account plan is currently active. Active plans are considered for reporting and planning purposes.
Completed Plan Tactics	Decimal	False	No	Total number of plan tactics (sub-actions or initiatives) that have been marked as completed under this account plan.
Description	String	False	No	Free-text field for describing the purpose, scope, and objectives of the account plan.
Health	String	False	No	Qualitative assessment of the account plan's overall health, such as 'Good', 'At Risk', or 'Poor'. Often used for visual tracking and executive summaries.
Mobile ID	String	False	No	Identifier used by mobile applications to track and synchronize the account plan record in offline mode or across devices.
Opportunities	String	False	No	Reference to associated sales opportunities linked to the account plan. May contain multiple IDs or concatenated strings representing opportunity records.
% Complete	Double	False	No	Percentage indicating the completion status of the plan based on completed versus total tactics. Reflects overall plan progress.
Plan Tactic Progress	Double	False	No	Detailed metric showing the progress of all plan tactics within this account plan. May consider weights or priorities.
Progress	Double	False	No	General progress percentage for the account plan, factoring in multiple elements such as tasks, tactics, and milestones.
Account Plan Status	String	False	No	Business-level categorization of the account plan's current state. Distinct from system 'Status' and can reflect strategic evaluation stages.
Strengths	String	False	No	Text field for capturing identified strengths in the account strategy, such as relationships, product fit, or prior success.
Threats	String	False	No	Text field describing perceived or known threats that could hinder the success of the account plan.
Total Plan Tactics	Decimal	False	No	Total number of tactics defined within the account plan. This includes both completed and pending items.
Type	String	False	No	Custom classification field used to group or segment account plans based on business needs, such as 'KOL Engagement' or 'Market Development'.
Weaknesses	String	False	No	Narrative description of any strategic or operational weaknesses identified during the planning process.
Account	String	False	No	Reference to the primary account of the Healthcare Organization (HCO) or Healthcare Professional (HCP) associated with this plan, typically linking to the account master record.
Clones	String	False	No	Reference to duplicated versions of the account plan, useful for tracking derived strategies or plan versioning.
Owner	String	False	No	User or role responsible for executing and maintaining the account plan. Usually corresponds to a field team member or account manager.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems for cross-platform mapping and historical data integrity during migration.
End Date	Date	False	No	Planned or actual end date of the account plan lifecycle. This is used for filtering and analytics.
Start Date	Date	False	No	Planned or actual start date of the account plan. Helps define the reporting and execution window.
User Country	String	False	No	Country associated with the user who owns or created the plan. Often used for regional segmentation or compliance filtering.

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AccountPublications

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Account Publication record within the system.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the Account Publication record across Vault instances.
Link	String	False	No	Internal Vault link to the Account Publication record, used for navigation or integration purposes.
Account Publication Name	String	True	No	The descriptive name of the Account Publication, typically reflecting the publication's title or key subject matter.
Status	String	False	No	Current lifecycle status of the Account Publication record, indicating whether it is active, archived, or in draft state.
Created By	String	True	No	Username of the individual who originally created the Account Publication record.
Created Date	Datetime	True	No	Timestamp capturing the date and time when the Account Publication record was initially created.
Last Modified By	String	True	No	Username of the user who last updated the Account Publication record.
Last Modified Date	Datetime	True	No	Timestamp reflecting the most recent modification made to the Account Publication record.
Authorship Position	String	False	No	Indicates the author's role or sequence in the publication, such as first author, co-author, or corresponding author.
External Id	String	False	No	Identifier from an external source system used to link or synchronize this Account Publication with data from outside Vault.
Participant	String	False	No	Name or identifier of the individual or organization participating in the publication, often mapped to a HCP or similar entity.
Account ID	String	False	No	Reference to the associated account record, typically representing the Healthcare Professional (HCP) or Healthcare Organization (HCO) linked to this publication.
Publication ID	String	False	No	Reference to the main Publication record that this Account Publication entry relates to, used to group multiple authors or accounts under one publication.
Owner	String	False	No	Identifier for the user or team responsible for managing the Account Publication record within Vault.
Legacy CRM Id	String	False	No	ID carried over from a legacy Customer Relationship Management (CRM) system for historical reference or data migration traceability.

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Accounts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier assigned to each account record within the Vault system. This value is system-generated and used as the primary key for referencing the account.
Account Object Type	String	True	No	Specifies the object type of the account, such as Healthcare Professional (HCP), Healthcare Organization (HCO), or other supported entity classifications within the Veeva Vault data model.
Global ID	String	True	No	Globally unique identifier automatically assigned by the system to ensure cross-environment uniqueness for each account, used in integrations and global references.
Link	String	False	No	System-generated hyperlink that provides a direct reference or pointer to the full account record in the Vault user interface or API endpoint.
Name	String	False	No	The official name of the account, such as the name of a healthcare provider or organization, used for identification and searchability.
Record Status	String	False	No	Current lifecycle status of the account record, such as active, inactive, or under review. This status determines visibility and availability in workflows.
Created By	String	True	No	The user or system account that initially created the record. This value helps track data lineage and user activity.
Created Date	Datetime	True	No	Timestamp indicating when the account record was first created in the system, typically stored in UTC format for consistency across regions.
Last Modified By	String	True	No	Name or unique identifier of the user who last updated the account record. Tracks user actions for audit trails and change history within the system.
Last Modified Date	Datetime	True	No	Date and time when the account record was last modified. This is useful for identifying the most recent updates for data synchronization or auditing.
AHA #	String	False	No	Unique identifier assigned to the account by the American Hospital Association (AHA). Helps correlate Veeva Vault data with national healthcare databases.
ATL Last Update	Datetime	False	No	Timestamp indicating when the most recent data sync occurred from the Account Territory Locator (ATL) system. This is used to track territory updates.
Account Class	String	False	No	Categorization of the account based on strategic segmentation, such as hospital, clinic, or academic institution. Determines engagement rules and reporting logic.
Account Group	String	False	No	Defines the organizational grouping for the account, such as network affiliation or corporate parent. Enables grouping of related facilities or institutions.
Account Identifier	String	False	No	System-generated or externally sourced unique ID that serves as the primary business key for referencing the account across systems.
Account Type	String	False	No	Specifies the type of account such as HCP, HCO, payer, or distributor. Determines the account's behavior and available features in the Customer Relationship Management (CRM).
Alternate Name	String	False	No	Secondary or localized name used to identify the account in regional or language-specific contexts. Supports better user recognition and filtering.
Approved Email Consent	String	False	No	Indicates the consent status for receiving approved email communications, based on selections made by the account or via consent capture processes.
# Beds	Decimal	False	No	Total number of beds available at the healthcare facility. This is used to assess facility size, categorize accounts, and inform segmentation models.
Business Description	String	False	No	A detailed description of the business associated with the account, used to capture organizational focus, operational highlights, or industry relevance. This field can inform account segmentation and reporting.
CLM Opt Type	String	False	No	Specifies the Closed Loop Marketing (CLM) preference selected by the account, which can determine content delivery methods, consent preferences, or marketing channel configurations.
Call Reminder	String	False	No	Indicates whether call reminders are enabled for this account, used to schedule and notify users of upcoming customer engagement or follow-up activities.
Career Status	String	False	No	Captures the career status of the primary contact or representative associated with the account, such as Active, Retired, or On Leave. This helps in targeting and engagement planning.
Commercial Patient Days/1000	Decimal	False	No	Represents the number of commercial patient days per 1,000 members, which is a healthcare utilization metric used for tracking service delivery within a defined population.
Commercial Premiums (PMPM)	Decimal	False	No	Indicates the Per Member Per Month (PMPM) value of commercial insurance premiums associated with this account. This financial metric aids in market analysis and revenue forecasting.
Commercial Premiums (PMPM) Corp	Decimal	True	No	Shows the corporate-specific PMPM value for commercial premiums. It is typically used for internal benchmarking, financial modeling, or portfolio evaluation.
Local Currency	String	False	No	Specifies the currency in which financial values for this account are recorded. This field supports multi-currency environments by enabling accurate reporting and currency conversion.
Contracts Process	String	False	No	Indicates the specific process or workflow used to manage contracts associated with the account, such as negotiation, approval, or execution stages. Mapped from the field 'contracts_process__c'.
Credentials	String	False	No	Stores any credential-related data or identifiers tied to the account, such as license numbers or registration codes, as referenced by 'credentials__v'.
Customer Master Status	String	False	No	Represents the current synchronization or approval status of the account within the Customer Master system, providing insight into whether the record is active, under review, or blocked. Originates from 'customer_master_status__v'.
Default Inventory Monitoring Type	String	False	No	Specifies the default approach or method used to monitor product inventory for the account, such as cycle counts, periodic audits, or system-generated checks. Pulled from 'default_inventory_monitoring_type__v'.
Default Order Type	String	False	No	Identifies the standard order classification automatically applied to the account's transactions, such as regular purchase, sample order, or consignment. Value sourced from 'default_order_type__v'.
# Departments	Decimal	False	No	Specifies the number of internal or associated departments linked to the account. This field can be deprecated or commented out in the current schema. Sourced from 'departments__c'.
Do Not Call?	String	False	No	Flag that designates whether outreach via phone is prohibited for this account, based on regulatory or customer preferences. Derived from 'do_not_call__v'.
Do Not Create Child Account	Bool	False	No	Boolean value indicating whether sub-accounts or child account relationships are allowed for this account. When set to true, prevents creation of dependent entities. Comes from 'do_not_create_child_account__v'.
Do Not Sync Sales Data	Bool	False	No	Boolean flag that determines whether sales-related data should be excluded from synchronization processes for this account, typically used to control data flow to CRM or analytics platforms. Based on 'do_not_sync_sales_data__v'.
Enable Restricted Products	Bool	False	No	Indicates whether this account is restricted from accessing certain product types or therapeutic classes, based on compliance or regulatory requirements. Corresponds to the enable_restricted_products__v field.
Exclude from Zip to Terr Processing	Bool	False	No	Flags whether the account should be excluded from ZIP-to-territory alignment processing, which is typically used in territory mapping and field force assignment. Corresponds to the exclude_from_zip_to_terr_processing__v field.
External ID	String	False	No	A unique identifier for the account that originates from an external system, enabling data synchronization and integration across platforms. Corresponds to the external_id__v field.
Furigana	String	False	No	A phonetic representation of the account's name in Japanese kana characters, used to ensure correct pronunciation and ordering in Japanese-language contexts. Corresponds to the furigana__v field.
Gender	String	False	No	Specifies the gender associated with the account, typically used for HCP accounts. Common values can include Male, Female, or Unknown. Corresponds to the gender__v field.
Group Specialty 1	String	False	No	The primary medical or business specialty of the group to which the account belongs. This is used for segmentation and targeting in promotional activities. Corresponds to the group_specialty_1__v field.
Group Specialty 2	String	False	No	The secondary specialty classification of the account's group, providing additional context for categorization and field operations. Corresponds to the group_specialty_2__v field.
HMO Market Shr	Double	False	No	Represents the Health Maintenance Organization (HMO) market share percentage associated with the account, used in payer analytics and reimbursement strategy planning. Corresponds to the hmo_market_shr__c field.
HMO/POS	Decimal	False	No	Represents the financial or enrollment data for Health Maintenance Organization (HMO) and Point of Service (POS) plans associated with the account. This is used in payer and access analysis within the healthcare network.
HMO	Decimal	False	No	Indicates the numerical data related to Health Maintenance Organization (HMO) plan affiliations or coverage under the account. Supports segmentation by insurance type.
Hospital Type	String	False	No	Specifies the category of hospital, such as academic, community, teaching, or specialty, that is linked to the account. Helps in classifying healthcare facilities for targeting and reporting.
ID2	String	False	No	An alternate system-generated identifier for the account record, stored in the field id2__v. Commonly used for integrations or deduplication logic.
ID3	String	False	No	The primary system identifier for the account, corresponding to the internal Vault record ID (id__v). This is used for unique identification and reference in related tables.
Inventory Monitoring Type	String	False	No	Defines the approach used to track inventory for the account, such as manual reporting, integrated EHR feeds, or third-party systems. Helps determine how inventory data is collected and updated.
Investigator	Bool	False	No	Indicates whether the account represents a clinical investigator participating in studies or trials. This is used in research tracking and regulatory reporting.
Key Opinion Leader	Bool	False	No	Flags whether the account is recognized as a Key Opinion Leader (KOL), typically used to identify influential professionals within a therapeutic area or market.
ME #	String	False	No	Unique identifier assigned to the medical entity (ME) within Veeva Vault, typically used to track provider-level data and alignments.
Master Align Id	String	False	No	Reference ID used for master alignment processes across account hierarchies, ensuring consistency in territory alignments and segmentation.
Medicaid	Decimal	False	No	Total Medicaid-related financial figures for the account, such as payments or reimbursements, relevant to government-sponsored healthcare programs.
Medical Expenses (PMPM)	Decimal	False	No	Per Member Per Month (PMPM) value representing average monthly medical expenses incurred by the account for enrolled individuals.
Medical Expenses (PMPM) Corp	Decimal	True	No	Corporate-level PMPM medical expenses, aggregating broader healthcare cost data from enterprise systems into this specific Vault object.
Medical Loss Ratio	Double	False	No	Ratio of medical claims paid to premiums collected, used to evaluate the efficiency and cost structure of the account in healthcare contexts.
Medicare	Decimal	False	No	Total Medicare-related financial figures tied to the account, capturing data linked to federal health insurance programs for eligible individuals.
Middle Name	String	False	No	Middle name or initial associated with the account contact or entity, typically sourced from the Veeva CDA (Customer Data Aggregation) layer.
Mobile ID	String	False	No	Unique identifier associated with the mobile record or device linked to the account, facilitating mobile integration and field activity tracking.
Model	String	False	No	Specifies the model classification associated with the account, typically used to define business structure or account segmentation such as solo practitioner, group practice, or hospital system.
National Company ID	String	False	No	A unique identifier assigned to the account by the national company registry. This value helps ensure consistent identification across multiple systems and business units.
National Healthcare ID	String	False	No	Represents the standardized national healthcare identifier for the account, enabling integration and tracking across healthcare-specific systems and regulatory reporting.
NPI #	String	False	No	The National Provider Identifier (NPI) assigned to the account, typically a healthcare provider or organization. This is a federally issued 10-digit identification number used for billing, claims, and administrative processes.
Net Income (Loss) (000)	Decimal	False	No	The reported net income or loss for the account, expressed in thousands of currency units. Reflects the overall profitability or deficit within a given financial period.
Net Income (Loss) (000) Corp	Decimal	True	No	Corporate-level reported net income or loss for the account, expressed in thousands of currency units. This is used primarily for consolidated financial reporting within corporate structures.
No Orders	String	False	No	Indicates whether the account has placed any orders. Commonly used as a flag for accounts with no purchasing activity during a specific period or lifecycle stage.
Offerings	String	False	No	Lists the available products or services associated with the account. This can include pharmaceutical products, medical devices, consulting packages, or subscription plans, separated by commas.
Order Type	String	False	No	Describes the classification of orders linked to the account. The values can include Standard, Rush, Sample, Refill, or Rebate depending on the business context.
PDRP Opt-Out Date	Date	False	No	Date on which the practitioner opted out of the Prescription Drug Reporting Program (PDRP), indicating when the individual's exclusion from data sharing or marketing communications became effective.
PDRP Opt-Out	Bool	False	No	Indicates whether the practitioner has opted out of the Prescription Drug Reporting Program (PDRP). It is true if the opt-out is active, false otherwise.
PMPM Income (Loss) (000)	Decimal	False	No	Represents the per member per month (PMPM) income or loss for the account in thousands of dollars, providing a normalized financial performance metric.
PMPM Income (Loss) (000) Corp	Decimal	True	No	Corporate-level per member per month (PMPM) income or loss in thousands of dollars, capturing financial performance from a corporate reporting perspective.
PPO/POS	Decimal	False	No	Revenue or cost metric associated with Preferred Provider Organization (PPO) and Point of Service (POS) plan participation, reflecting patient volume or reimbursement activity in these insurance models.
PPO	Decimal	False	No	Financial or operational value specifically associated with Preferred Provider Organization (PPO) activities, independent of other insurance types.
Payer Id	String	False	No	Unique identifier assigned to the payer organization (such as an insurance company or benefits administrator) that is linked to the account.
Photo	String	False	No	Path or identifier for the profile photo or avatar associated with the account, typically stored as a URL or document ID within the system.
Practice Near Hospital?	Bool	False	No	Indicates whether the healthcare provider's practice is geographically located near a hospital. This is true if in proximity, false if not.
Practice at Hospital?	Bool	False	No	Indicates whether the provider actively practices within a hospital setting. This is true if hospital-based practice is confirmed, false otherwise.
Preferred Name	String	False	No	The preferred or commonly used name of the individual associated with the account, which can differ from their legal or official name.
Regional Strategy	String	False	No	Custom-defined strategic classification assigned to the account based on geographic region, used to align with marketing, sales, or operational goals.
Restricted Products	String	False	No	List of products that are restricted for the account based on compliance, legal, or corporate policy. Restrictions can affect sales eligibility, marketing outreach, or product visibility.
Sample Default	String	False	No	Indicates the default sampling status for the account, sourced from the field sample_default__v in Veeva Vault. This can reflect whether the account is pre-set to receive sample materials.
Segmentations	String	False	No	Represents the segmentation classifications assigned to the account, as recorded in the segmentations__v field. Common segmentations can include territory grouping, business tier, or product alignment strategy.
Speaker?	Bool	False	No	Boolean flag that identifies whether the account has been designated as a speaker, typically for events, webinars, or professional engagements. Derived from speaker__c.
Specialty	String	False	No	Denotes the primary area of medical or professional specialization for the account, sourced from specialty_1__v. This could include cardiology, oncology, internal medicine, and others.
Specialty 2	String	False	No	Captures the secondary specialty associated with the account, from the field specialty_2__v. This allows for tracking dual-specialty professionals where applicable.
Spend Amount	String	False	No	Indicates the total spend associated with the account, as recorded in spend_amount__c. This value typically reflects promotional, educational, or marketing spend in monetary terms.
Suffix	String	False	No	Displays any professional or academic suffix tied to the account, such as MD, DO, PhD, sourced from suffix_cda__v.
Target?	Bool	False	No	Boolean field indicating whether the account is actively targeted in sales or marketing campaigns. Based on the field target__c, this flag helps prioritize engagement.
Tax Status	String	False	No	Describes the account's tax classification or exemption status, retrieved from tax_status__c. This is useful for compliance and invoicing considerations.
Territory Test Veeva	String	False	No	Internal test field (territory_test__v) used to validate or simulate account-territory alignment scenarios within Veeva Vault environments.
Total # Lives	Decimal	False	No	Represents the estimated number of covered lives associated with the account, as captured in total_lives__c. Often used in payer or provider segmentation analysis.
Total # MDs/DOs	Decimal	False	No	Indicates the total number of licensed MDs and DOs affiliated with the account, from total_mds_dos__c. Supports capacity and reach assessments.
Total # Pharmacists	Decimal	False	No	Total number of pharmacists tied to the account, sourced from total_pharmacists__c. Often relevant in retail or hospital network settings.
Total # Physicians Enrolled	Decimal	False	No	The total count of physicians enrolled in programs, trials, or initiatives associated with the account, recorded in total_physicians_enrolled__c.
Total Revenue (000)	Decimal	False	No	Shows the total revenue generated by the account, expressed in thousands of dollars, from the field total_revenue_000__c. This metric supports financial and performance reporting.
Total Revenue (000) Corp	Decimal	True	No	Represents the total corporate revenue for the account, expressed in thousands. This value is typically aggregated from internal financial systems and can be used for reporting and segmentation purposes.
Veeva Link URL	String	False	No	Contains the direct URL linking this account record to its associated Veeva Link profile. This can be used for cross-referencing external reference data and enhanced insights.
Match ID	String	False	No	A unique identifier used during the account matching process to link this record with potential duplicates or external sources. Supports data deduplication and integrity checks.
WhatsApp	String	False	No	Captures the WhatsApp contact number associated with the account, if available. This is useful for tracking communication preferences or enabling messaging campaigns.
SMS	String	False	No	Stores the mobile number or short code designated for SMS communication with the account. Enables integration with messaging platforms and outreach initiatives.
Account Source	String	False	No	Indicates the origin of the account record, such as CRM import, data migration, or manual entry. Helps in data lineage tracking and record auditing.
Account Description	String	False	No	Provides a free-text description or narrative about the account, typically summarizing its key characteristics, purpose, or distinctions.
Fax	String	False	No	Contains the fax number associated with the account. Retained for use cases that still require traditional fax communication or historical records.
First Name	String	False	No	The given name of the individual associated with the account. This field is relevant when the account represents a person or HCP.
Is Person Account	Bool	True	No	Indicates whether the account is classified as a person account rather than a business entity. True for individual-based records such as HCPs.
Last Name	String	False	No	The family name or surname of the individual linked to the account. Relevant when the record type is a person account.
Asst. Phone	String	False	No	The contact phone number of the assistant or support person affiliated with the account, typically used for scheduling or administrative follow-ups.
Primary Email	String	False	No	The main email address associated with the account. Serves as the preferred email for communications, alerts, or correspondence.
Home Phone	String	False	No	Represents the home phone number of the person linked to the account. Generally applicable only to person accounts.
Mobile Phone	String	False	No	Captures the mobile or cellular phone number of the account, typically used for text messaging or on-the-go communication.
Other Phone	String	False	No	An additional or secondary phone number related to the account. This is used when more than one contact number is available.
Title	String	False	No	Indicates the professional title or designation of the individual account holder, such as 'Dr.', 'Manager', or 'Pharmacist'.
Office Phone	String	False	No	Represents the main office or work phone number associated with the account. Frequently used in Business-to-Business (B2B) or Healthcare Organization (HCO) contexts.
Account Rating	String	False	No	Indicates the qualitative or quantitative rating assigned to the account, typically used to assess its importance, potential, or priority within the organization.
Salutation	String	False	No	Stores the formal greeting or title for the individual account, such as Mr., Ms., Dr., used in communications and printed materials.
Account Type2	String	False	No	Specifies the secondary classification of the account, helping to further segment accounts beyond the primary account type.
Business Professional Person	String	False	No	Flags whether the account is associated with a person who meets criteria for being classified as a business professional, based on industry regulations or internal definitions.
Country	String	False	No	Captures the country in which the account is registered or primarily operates, used for regional segmentation, reporting, and compliance.
Primary Parent	String	False	No	References the parent account that is hierarchically above this account in the organizational structure, typically used to model business relationships or ownership.
Owner	String	False	No	Identifies the internal system user who is currently assigned as the owner of this account, responsible for managing interactions and data updates.
Account Search Business	String	True	No	Stores a normalized version of the business name to improve search performance and consistency in lookup operations across the platform.
Account Search FirstLast	String	True	No	Stores a search-optimized concatenation of the account's first and last name, formatted as FirstName LastName, to support person-based account queries.
Account Search LastFirst	String	True	No	Stores a search-optimized concatenation of the account's name in LastName FirstName format, aiding reverse-name lookup functionality.
Color	String	True	No	Represents a color value associated with the account for visual categorization or UI customization within dashboards or reports.
Formatted Name	String	True	No	Provides the full formatted display name of the account as it should appear in UI components and formal communications.
Signature Page Display Name	String	True	No	Specifies the name that appears on signature pages in documents generated by the system, formatted for legal or professional presentation.
Spend Status Value	String	True	No	Contains a numeric or string code representing the account's spend status, used in financial segmentation and compliance workflows.
Spend Status	String	True	No	Describes the financial engagement level of the account, indicating whether it is actively spending, inactive, or under review.
Veeva Link	String	True	No	Provides a link to the corresponding account profile within Veeva Link, enabling users to access enriched reference data and relationship insights.
Legacy CRM Id	String	False	No	Stores the account identifier from a previous CRM system used before migrating to Veeva Vault, for reference and data mapping purposes.
Primary City	String	False	No	Captures the primary city associated with the account, typically used in address records and regional reporting.
Primary Country	String	False	No	Indicates the main country tied to the account's primary location, supporting geographical grouping and regulatory segmentation.
Primary State	String	False	No	Captures the state or province of the account's primary address, used for compliance, routing, and reporting purposes.
Primary Postal Code	String	False	No	Stores the zip or postal code of the account's primary address, used in mailings, territory assignment, and location-based analytics.
Engage Profile Status	String	False	No	Indicates the current status of the account's Engage profile, such as active, inactive, or pending, used to track digital communication readiness.
Veeva Network ID	String	False	No	Unique identifier assigned to the account in the Veeva Network system, used for integration and data synchronization across Veeva applications.
Medical Identifier	String	False	No	A standardized medical ID number or code associated with the healthcare professional, often used for credential verification or regulatory purposes.
Country Code	String	False	No	Two-letter ISO code representing the country associated with the account's address or licensure.
VCountry	String	False	No	Internal Veeva-specific representation of the country, used for localization or regional reporting customization.
Language	String	False	No	Preferred language of the healthcare professional or institution, used for content personalization and communication.
In Merge	String	True	No	System flag indicating whether the account is currently part of a merge operation or has been recently merged with another record.
HCP Facing Display Name	String	True	No	Formatted name string displayed to healthcare professionals in applications or communication materials, which can include honorifics, first name, last name, and suffix.
Veeva ID	String	False	No	System-generated unique identifier within Veeva Vault that distinguishes this account from all others.
Prefix	String	False	No	Honorific or courtesy title such as Dr., Mr., Ms., typically used in formal communications with the healthcare professional.
Prescriber	Bool	False	No	Boolean flag indicating whether the healthcare professional has prescribing authority according to regulatory or institutional guidelines.
Year of Birth	Decimal	False	No	Year the healthcare professional was born, used for demographic analysis or compliance segmentation.
Speaker	Bool	False	No	Boolean value that designates whether the healthcare professional serves as a speaker for events, webinars, or promotional activities.
Target	Bool	False	No	Indicates whether the healthcare professional is considered a strategic engagement target, based on marketing or medical criteria.
HCP Type	String	False	No	Defines the professional classification of the healthcare provider, such as physician, nurse practitioner, or pharmacist.
Primary Specialty	String	False	No	The main clinical specialty or area of practice for the healthcare professional, such as cardiology or oncology.
All Specialties	String	False	No	Comma-separated list of all clinical specialties the professional is associated with, allowing for broader categorization in segmentation.
Primary Specialty Group	String	False	No	High-level grouping that categorizes the primary specialty into broader medical fields for reporting purposes.
All Specialty Groups	String	False	No	Comma-separated list of all specialty groups applicable to the healthcare professional, supporting multi-specialty classification.
Primary Medical Degree	String	False	No	Highest medical degree earned, such as MD, DO, or MBBS, used for qualification and credential records.
All Medical Degrees	String	False	No	Comma-separated list of all medical degrees held by the healthcare professional, supporting detailed credential documentation.
Status	String	False	No	Current account status in the system, such as Active, Inactive, or Suspended, used for operational and compliance tracking.
Level	String	False	No	Categorization of account seniority or role importance, such as Tier 1 or National Key Opinion Leader (KOL).
Adopter Type	String	False	No	Indicates the healthcare professional's innovation adoption profile, such as Early Adopter, Majority, or Laggard, often used in marketing strategy.
Age Range	String	False	No	Estimated age bracket of the healthcare professional, typically expressed in ranges like 30-39 or 50-59 for demographic segmentation.
Clinical Researcher	String	False	No	Boolean value indicating whether the professional is involved in clinical research activities, used for investigator targeting and trial planning.
HCO Type	String	False	No	Indicates the classification of the Healthcare Organization (HCO) as defined in the Clinical Data Architecture (CDA). This field helps categorize the organization based on its role in the clinical or research setting.
Website	String	False	No	The official website URL of the Healthcare Organization, captured from the CDA system. This is used for reference, communication, and verification purposes.
Study Site	Bool	False	No	Boolean flag that specifies whether the Healthcare Organization is designated as an approved study site for clinical trials or research activities. A value of true indicates active participation.
HCO Name	String	True	No	The full legal name of the Healthcare Organization as recorded in the CDA system. This serves as the primary display identifier for reporting and data integration.
Primary Owner	String	False	No	The username or system identifier of the individual who holds ownership responsibility for the HCO record within Veeva Vault. This owner is typically accountable for data accuracy and updates.

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AccountTactics

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for each account tactic record within the Veeva Vault environment.
Account Tactic Type	String	True	No	Specifies the classification of the account tactic, indicating the strategic category it falls under, as defined by the object_type__v field.
Global ID	String	True	No	A globally unique identifier used to reference the tactic across integrated systems, ensuring consistency in cross-system operations.
Link	String	False	No	A system-generated URL or internal reference that provides direct access to the specific account tactic record in Veeva Vault.
Name	String	False	No	The user-defined name of the account tactic, typically used to easily identify and differentiate between tactics.
Status	String	False	No	Indicates the current state of the account tactic, such as Active, Inactive, Planned, or Completed, as stored in status__v.
Created By	String	True	No	The user ID or name of the individual who initially created the account tactic entry in the system.
Created Date	Datetime	True	No	Timestamp reflecting the date and time when the account tactic record was first created in Veeva Vault.
Last Modified By	String	True	No	User who most recently updated the account tactic record, helping to track the latest changes made.
Last Modified Date	Datetime	True	No	The most recent timestamp showing when any modification was made to this account tactic record.
Call Objective Progress	Double	False	No	Represents the percentage progress made toward achieving call objectives related to this tactic, based on logged activity.
Complete	Bool	False	No	Boolean flag indicating whether the account tactic has been marked as fully completed within the tracking workflow.
Completed Call Objectives	Decimal	False	No	Numeric value representing the number of call objectives successfully completed under this tactic.
Description	String	False	No	Detailed textual explanation describing the purpose, context, or scope of the account tactic.
Mobile ID	String	False	No	Unique identifier used to reference the tactic on mobile devices, supporting offline or field-based operations.
Product	String	False	No	Product associated with the account tactic, linking the tactic to a specific pharmaceutical or commercial offering.
Progress Type	String	False	No	Defines how progress is measured for the tactic, such as by percentage, milestone completion, or manual status updates.
Progress	Double	False	No	Numeric representation of overall progress achieved on the tactic, usually expressed as a percentage value between 0 and 100.
Account Tactic Status	String	False	No	The lifecycle status of the account tactic from a business perspective, such as Draft, Submitted, or Approved.
Total Call Objectives	Decimal	False	No	The total number of call objectives originally defined for this account tactic.
Type	String	False	No	Specifies the subcategory or functional type of the tactic, often used for internal classification and reporting.
Account Plan	String	False	No	Reference to the associated account plan, indicating the higher-level strategic initiative this tactic supports.
Account	String	False	No	The specific account to which this tactic is assigned, representing the target entity or organization.
Plan Tactic	String	False	No	Reference to the corresponding plan tactic, if any, used to further break down the tactic into actionable items.
Product Strategy	String	False	No	The overarching product strategy that this tactic supports, helping align field efforts with brand-level goals.
Owner	String	False	No	User or system identifier of the individual responsible for managing or executing the account tactic.
Legacy CRM Id	String	False	No	Identifier from a previous Customer Relationship Management (CRM) system used to preserve historical data and facilitate data migration or reconciliation.
Product Tactic	String	False	No	Reference to a more granular tactic tied to a specific product component, allowing deeper tracking of execution activities.
Share With	String	False	No	List of user IDs, roles, or groups with whom this tactic is shared, enabling collaboration or visibility across teams.

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AccountTeamMembers

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the account team member record, used internally by the system to reference this specific entry.
Account Team Member Type	String	True	No	Specifies the type of the account team member record, such as standard team member, collaborator, or other classifications defined by the object type.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the account team member across all Vault environments and integrations.
Link	String	False	No	System-managed reference URL or internal link that connects to the full record within the Veeva Vault platform.
ID2	String	True	No	Human-readable name or label associated with the account team member record, often used in UIs and search results.
Status	String	False	No	Indicates the current operational status of the account team member entry, such as Active, Inactive, or Pending Approval.
Created By	String	True	No	User who originally created the account team member record in the system.
Created Date	Datetime	True	No	Timestamp marking when the account team member record was first created in the Vault.
Last Modified By	String	True	No	User who most recently updated or modified the account team member record.
Last Modified Date	Datetime	True	No	Date and time of the last recorded update to the account team member record.
Access	String	False	No	Defines the level of access or permissions granted to the account team member, such as read-only, edit, or full control.
External ID	String	False	No	Optional external identifier used to map the Vault record to an external system, such as a Customer Relationship Management (CRM) or legacy data source.
Mobile ID	String	False	No	Identifier used for referencing the record in mobile or offline scenarios, supporting synchronization with mobile applications.
Role	String	False	No	Specifies the assigned role of the team member within the account team, such as Key Account Manager, Medical Lead, or Sales Rep.
Team Member Name	String	False	No	Full name of the team member associated with the account, used for display and reporting purposes.
Account Plan	String	False	No	Reference to the account plan the team member is associated with, providing strategic context for their involvement.
Team Member	String	False	No	Reference field linking to the user or person entity that this team member represents in the Vault system.
Owner	String	False	No	Identifier for the user or group that owns the account team member record and is responsible for managing it.
Legacy CRM Id	String	False	No	Identifier carried over from a previous Customer Relationship Management(CRM) system to ensure historical continuity and data migration alignment.

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AccountTerritories

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Account Territory record, typically generated by the system to ensure record uniqueness.
Global ID	String	True	No	System-assigned global identifier that ensures consistent referencing of the Account Territory across integrated systems.
Link	String	False	No	System-managed link reference used for internal navigation or associations within the Veeva Vault environment.
Name	String	True	No	Descriptive name of the Account Territory used for easy identification by users in the system.
Status	String	False	No	Current status of the Account Territory record, such as Active, Inactive, or Pending, which helps in managing lifecycle states.
Created By	String	True	No	Username or identifier of the user who originally created the Account Territory record.
Created Date	Datetime	True	No	Date and time when the Account Territory record was first created, useful for auditing and tracking changes.
Last Modified By	String	True	No	Username or identifier of the user who last modified the Account Territory record.
Last Modified Date	Datetime	True	No	Date and time when the Account Territory record was most recently updated.
Account	String	False	No	Reference to the related Account associated with this territory, indicating which customer or entity the territory is linked to.
External ID	String	False	No	User-defined external identifier that maps the Account Territory to an external source or system.
Manual	Bool	False	No	Boolean flag indicating whether the territory assignment was manually created by a user.
Rule-based	Bool	False	No	Boolean flag indicating whether the territory assignment was generated automatically by a rule engine or predefined logic.
Territory	String	False	No	Identifier for the associated Territory, representing a specific geographic or organizational unit.
Legacy CRM Id	String	False	No	Identifier from the legacy Customer Relationship Management (CRM) system used to maintain backward compatibility or for migration purposes.

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AccountTerritoryLoaders

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for each Account Territory Loader record.
Global ID	String	True	No	Globally unique identifier used to track the record across systems and environments.
Link	String	False	No	System-generated URL or reference link pointing to the record within Veeva Vault.
Account Territory Loader Name	String	True	No	The user-defined name or label assigned to the Account Territory Loader entry for identification and reference.
Status	String	False	No	Current status of the record such as Active, Inactive, or Pending, reflecting its lifecycle state.
Created By	String	True	No	Username or system account that created this record in the Vault platform.
Created Date	Datetime	True	No	Timestamp indicating when the record was initially created.
Last Modified By	String	True	No	Username or process that last updated or modified the record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the record.
External ID	String	False	No	Custom identifier typically used for integration with external systems to link records uniquely.
Mobile ID	String	False	No	Identifier used by mobile clients or applications to reference the record locally or offline.
NAW Alignment	String	False	No	Indicates the alignment with National Account Workflow (NAW), defining the account's placement in the broader sales structure.
Territory To Add	String	False	No	Specifies the target sales territory or territories to which the account should be newly assigned. Format: comma-separated values with 1 space after each comma.
Territory to Drop	String	False	No	Lists any existing sales territories from which the account should be removed. Format: comma-separated values with 1 space after each comma.
Territory List	String	False	No	Comprehensive list of territories associated with this account, including those being retained. Format: comma-separated values with 1 space after each comma.
Account	String	False	No	Reference to the account being aligned or re-aligned to specific territories.
Owner	String	False	No	Vault user or system process responsible for managing the account-territory loader record.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management system used for historical mapping or data migration.

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ActionItems

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the action item record within the Vault system.
Action Item Type	String	True	No	Specifies the type of action item, using Vault object type conventions from the object_type__v field.
Global ID	String	True	No	System-generated global identifier for cross-vault uniqueness, stored in the global_id__sys field.
Link	String	False	No	System-generated URL link to directly access the action item record in the Vault user interface.
Action Item Name	String	False	No	Name or title of the action item, typically used for display in the Vault interface.
Status	String	False	No	Current lifecycle status of the action item, based on Vault-defined workflow states (for example, Open, In Progress, Completed).
Created By	String	True	No	Username or identifier of the user who originally created the action item in Vault.
Created Date	Datetime	True	No	Timestamp capturing the date and time when the action item was first created.
Last Modified By	String	True	No	Username or identifier of the user who last modified the action item record.
Last Modified Date	Datetime	True	No	Timestamp indicating when the action item was last updated.
Completed Date	Date	False	No	Date on which the action item was marked as completed within the system.
Description	String	False	No	Detailed narrative or purpose of the action item, entered by the user or imported from external sources.
Due Date	Date	False	No	Deadline by which the action item is expected to be completed.
Mobile ID	String	False	No	Identifier used by mobile clients to track and sync the action item across devices.
Start Date	Date	False	No	The intended or actual date on which work on the action item begins.
Action Item Status	String	False	No	Custom status field capturing more granular progress stages beyond standard Vault lifecycle states.
Account Plan	String	False	No	Reference to the associated account plan object, establishing context for strategic or tactical alignment.
Account Tactic	String	False	No	Reference to a specific tactic under an account plan that the action item supports or implements.
Account	String	False	No	Reference to the account entity, such as Healthcare Professional (HCP) or Healthcare Organization (HCO) that the action item is associated with.
Assignee	String	False	No	User or role responsible for completing the action item, used for task assignment and notifications.
Call	String	False	No	Reference to a related call activity in Vault, linking the action item to a specific customer interaction.
Completed By	String	False	No	Username of the user who completed the action item, recorded for audit and reporting purposes.
Plan Tactic	String	False	No	Reference to a broader plan tactic outside the account-specific context, linking to cross-functional initiatives.
Owner	String	False	No	User ID of the owner or primary stakeholder of the action item, typically the initiator or team lead.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system used for back-end synchronization or historical reference.
Share With	String	False	No	List of users, roles, or groups with whom the action item is shared, controlling visibility and access.

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AddressCoordinates

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the address coordinate record, typically a system-generated UUID.
Address Coordinates Type	String	True	No	Specifies the object type classification of the address coordinates, usually used for distinguishing subtypes within the system.
Global ID	String	True	No	System-wide globally unique identifier for the address coordinate record, used to link data across environments or systems.
Link	String	False	No	System-generated hyperlink reference to the full address coordinate record within the Veeva Vault UI or API.
Address Coordinates Name	String	True	No	Human-readable name assigned to the address coordinate record for easy identification and searchability.
Status	String	False	No	Current lifecycle status of the address coordinates record, such as active, inactive, or archived.
Created By	String	True	No	User identifier of the individual who originally created the record, capturing the audit trail.
Created Date	Datetime	True	No	Timestamp indicating when the address coordinate record was initially created in the system.
Last Modified By	String	True	No	User identifier of the individual who most recently modified the record, ensuring full traceability.
Last Modified Date	Datetime	True	No	Date and time of the most recent update to the address coordinate record.
GeoCode Fail	Decimal	False	No	Indicates the number of failed geocoding attempts when attempting to resolve the physical address to latitude and longitude values.
Last GeoCode Date	Datetime	False	No	The most recent date on which a geocoding attempt was performed for this record.
Latitude	Double	False	No	Geographic latitude value for the address, derived from geocoding the provided address.
Longitude	Double	False	No	Geographic longitude value for the address, derived from geocoding the provided address.
Controlling Account	String	False	No	Reference to the associated account entity that controls or owns this address coordinate, used for mapping relationships.
Address	String	False	No	Full street address associated with the coordinates, including any available formatting based on locale or input standards.
User Detail	String	False	No	Additional user-defined or system-collected detail related to the individual or process associated with this address coordinate.
Owner	String	False	No	System identifier of the record owner, often mapped to a user, group, or automation process that maintains the data.
Legacy CRM Id	String	False	No	Identifier from a previous Customer Relationship Management (CRM) system used before migration to Veeva Vault, retained for historical cross-reference.

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Addresses

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the address record, used as the primary key within the table.
Address Type	String	True	No	Specifies the type of address (for example, office, home, billing) as defined by the object_type__v classification in Veeva Vault.
Global ID	String	True	No	System-generated globally unique identifier (GUID) for the address, used to ensure consistent referencing across Vault environments.
Link	String	False	No	Internal system link reference that points to the full object or record associated with the address.
Address line 1	String	False	No	Primary line of the street address, usually containing street name and number as stored in name__v.
Status	String	False	No	Current lifecycle status of the address record (for example, Active, Inactive), based on status__v field in Vault.
Created By	String	True	No	Username or system identifier of the user who created the address record in Vault, from created_by__v.
Created Date	Datetime	True	No	Timestamp representing when the address record was initially created, formatted as a datetime value from created_date__v.
Last Modified By	String	True	No	Username or system identifier of the last user who updated the record, pulled from modified_by__v.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update to the address record, derived from modified_date__v.
ASSMCA	String	False	No	Puerto Rico-specific regulatory field indicating the address's association with ASSMCA (Administración de Servicios de Salud Mental y Contra la Adicción), if applicable.
Street Address 2	String	False	No	Secondary address line for additional location details such as suite, floor, or apartment number, taken from street_address_2_cda__v.
Appt. Required	Bool	False	No	Boolean value indicating whether an appointment is required to visit this address location, based on appt_required__v.
Billing	Bool	False	No	Boolean flag indicating whether this address is designated as a billing address in the system (billing_cda__v = true).
Brick	String	False	No	Sales or geographic brick identifier used for territory alignment or marketing segmentation, which is derived from brick__v.
Business	Bool	False	No	Boolean indicator identifying if this address is a place of business (true) or not (false), as defined by business_cda__v.
CDS Expiration Date	Date	False	No	Date on which the Controlled Dangerous Substances (CDS) license associated with this address expires, stored in cds_expiration_date__v.
CDS Status	String	False	No	Current status of the CDS registration associated with this address, such as Active, Expired, or Pending Renewal, based on cds_status__v.
CDS #	String	False	No	Unique identifier assigned to the address within the Customer Data Source (CDS) system. This is used for cross-referencing address records with external data feeds.
City	String	False	No	The city portion of the physical address, used for geographic categorization and reporting.
Clear GPS Coordinates	Bool	False	No	Indicates whether the existing GPS latitude and longitude values should be cleared or reset during data updates.
Comment	String	False	No	Optional free-text field that allows users to add additional notes or context related to the address.
Controlled Address	Bool	False	No	Specifies whether the address is classified as 'controlled' within regulatory or compliance workflows. This can affect downstream processing or visibility.
Customer Master Status	String	False	No	Represents the current integration or validation status of the address within the centralized customer master system.
DEA Address?	Bool	False	No	Boolean flag indicating whether this address is approved for use on Drug Enforcement Administration (DEA) licenses or registrations.
DEA Expiration Date	Date	False	No	The expiration date of the DEA registration associated with this address, used for compliance and validation.
DEA License Address	String	False	No	The physical address associated with the DEA license. Often used as the primary address for regulatory communication.
DEA Schedule	String	False	No	Specifies the DEA drug schedules (for example, Schedule II, III, IV) that apply to this address, based on the DEA registration. Values are typically separated by commas: Schedule II, Schedule III, Schedule IV.
DEA Status	String	False	No	Current regulatory status of the DEA license associated with this address, such as Active, Expired, or Suspended.
DEA #	String	False	No	The DEA registration number linked to this address. Required for activities involving controlled substances.
Entity Reference Id	String	False	No	An internal reference ID used to link this address to its parent entity or related data structures within the Vault.
External ID	String	False	No	Identifier used to link the address record to external systems or third-party data sources. This can be a Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP) system key.
Fax 2	String	False	No	Secondary fax number for the address, used as an alternative contact method if the primary fax is unavailable.
Fax	String	False	No	Primary fax number associated with the address. This is useful for formal document transmissions.
Home	Bool	False	No	Indicates whether this address is designated as a home or residential address, as opposed to a business or institutional address.
Inactive	Bool	False	No	Indicates whether the address is currently marked as inactive and should be excluded from standard operations or assignments.
Include in Territory Assignment	Bool	False	No	Flag indicating whether this address should be considered during territory alignment and assignment processes.
Latitude	Double	False	No	The latitude coordinate of the address location, used in mapping, distance calculations, and territory modeling.
License Expiration Date	Date	False	No	The expiration date of the professional license associated with this address. Critical for validating healthcare provider status.
License Status	String	False	No	Current status of the professional license tied to this address. Values can include Active, Expired, or Pending Verification.
License #	String	False	No	Unique identifier for the professional license associated with the address, typically assigned by a regulatory or licensing authority.
Lock	Bool	False	No	Indicates whether the address record is locked from further edits. A locked record cannot be modified until the lock is removed.
Longitude	Double	False	No	The longitudinal geographic coordinate for the address location, used in mapping and spatial analysis.
Mailing	Bool	False	No	Specifies whether this address should be used for receiving mailed correspondence. This is useful for distinguishing between mailing and physical addresses.
Master Align Id	String	False	No	Identifier used for alignment with master data records. Helps in associating this address with centrally governed address references.
Mobile ID	String	False	No	Unique identifier used for synchronization between Vault and mobile applications. Enables mobile-specific data tracking.
Network ASSMCA Entity ID	String	False	No	Identifier issued by ASSMCA (Puerto Rico's Mental Health and Addiction Services Administration) representing a healthcare entity in the Network data model.
Network CDS Entity ID	String	False	No	Identifier for the entity as recognized by the Controlled Dangerous Substances (CDS) registry within the Network system.
Network Collaborative Agreement Required	String	False	No	Indicates whether a collaborative agreement is required for the healthcare provider at this address to perform certain clinical or prescriptive activities.
Network Comp Prescriptive Authority	String	False	No	Details the authority granted to a provider at this address to prescribe compounded medications, based on Network regulations.
Network Comp Sample Eligibility	String	False	No	Specifies whether the provider at this address is eligible to receive samples of compounded medications, according to Network rules.
Network Ctrl Sub Prescriptive Authority	String	False	No	Indicates whether the provider has authority to prescribe controlled substances at this address, as recognized by Network compliance rules.
Network Ctrl Sub Sample Eligibility	String	False	No	Specifies whether the provider is permitted to receive samples of controlled substances at this address, based on Network eligibility.
Network DEA Entity ID	String	False	No	The Drug Enforcement Administration (DEA) entity ID associated with the provider at this location, used for controlled substance tracking and verification.
Network Distributor Entity ID	String	False	No	Identifier for the distributor organization associated with this address, as maintained in the Network entity registry.
Network License Entity ID	String	False	No	Represents the license entity ID within the Network platform that corresponds to the practitioner or organization at this address.
Network License Grace Expiry	Date	False	No	Date on which the grace period for the license at this address expires. After this date, the license can be considered inactive or invalid.
Network License Status Condition	String	False	No	Status condition of the license as defined by the Network system, indicating whether the license is active, expired, revoked, or suspended.
Network RXA Eligible	String	False	No	Indicates whether the provider at this address is eligible for RXA (e-prescription authorization) services under Network criteria.
Network Prescriptive Authority	String	False	No	Denotes the provider's eligibility to prescribe medication at this address, as governed by the Network's sample eligibility rules.
No Address Copy	Bool	False	No	Prevents this address from being copied into other related or downstream records, typically used to control data propagation.
Office Notes	String	False	No	Free-text field for entering internal notes or comments related to the office located at this address. Not typically exposed externally.
Phone 2	String	False	No	Secondary phone number for the address, used when an alternative contact number is available or required.
Phone	String	False	No	Primary telephone number associated with the address, typically used for main office contact or verification.
Primary	Bool	False	No	Indicates whether this is the primary address for the associated entity. Only one address should be marked as primary.
Sample Send Status	String	False	No	Tracks the current status of sample shipments to this address, such as pending, sent, or failed.
Shipping	Bool	False	No	Specifies whether this address is eligible to receive shipments. This is useful for differentiating shipping locations from administrative addresses.
Source	String	False	No	Indicates the origin of the address record, such as manual entry, integration from an external CRM system, or synchronization with a third-party source.
Staff notes	String	False	No	Internal notes or annotations entered by staff regarding this address, typically used for context, instructions, or history related to the location.
State Distributor Category	String	False	No	Specifies the classification of the address as it relates to state distribution regulations, such as 'Retail', 'Wholesale', or 'Distributor'.
State Distributor Expiration Date	Date	False	No	The expiration date of the distributor's license as recognized by the specific state authority.
State Distributor License Exempt	Bool	False	No	Indicates whether the distributor is exempt from holding a license in the specified state (true = exempt, false = license required).
State Distributor Status	String	False	No	The current regulatory status of the distributor in the state, such as 'Active', 'Pending', or 'Suspended'.
State Distributor	String	False	No	The name or identifier of the distributor as recognized in state-level regulatory systems.
State	String	False	No	The U.S. state or Canadian province associated with the address. This can also apply to other international subdivisions where applicable.
Zip + 4	String	False	No	The ZIP+4 postal code, used in the U.S. to provide more precise address routing. Format: 12345-6789.
Postal Code	String	False	No	The postal code associated with the address. Supports international formats, including Canadian and European postal systems.
Account	String	False	No	The account associated with this address, typically referencing a healthcare organization or business entity in Veeva Vault.
License Valid To Sample	String	True	No	The expiration date for the license related to sample distribution for this address. Format typically aligns with regional licensing authorities.
Sample Status	String	True	No	Indicates the current sample eligibility or compliance status for the address, such as 'Approved', 'Restricted', or 'Ineligible'.
Country	String	False	No	The country associated with the address. Stored in a standardized format for global compatibility.
Legacy CRM Id	String	False	No	An identifier carried over from a legacy customer relationship management system. This is used for backward compatibility and data mapping.
Map	String	True	No	May reference a map view, coordinates, or other geographic metadata associated with the address.
Veeva Network ID	String	False	No	A unique identifier assigned by Veeva Network, used for integration and record matching across systems.
Controlling Parent Account	String	False	No	The parent account that governs or oversees the current address or account, typically for hierarchical or compliance purposes.
Controlling Address	String	False	No	References the master or primary address from which this address inherits regulatory or organizational control.
Primary Address Reconcile	Datetime	True	No	Timestamp of the last reconciliation event used to determine whether this address should be treated as the primary location.
Sample Shipping	Bool	False	No	Indicates whether this address is enabled to receive shipments of sample products (true = enabled, false = disabled).
Status2	String	False	No	A secondary or custom-defined status for the address, such as for segmentation, territory planning, or compliance.
Street Address 1	String	True	No	The first line of the street address, typically containing the building number, street name, and unit or suite if applicable.
Best Times	String	False	No	Preferred times for making visits, deliveries, or contacts at this address. Stored as a string of time ranges or descriptors.
CDS Schedule	String	False	No	The scheduling identifier for CDS (Call, Detail, Sample) activities tied to this address, which can include frequency or day/time preferences.

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Affiliations

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the affiliation record within Veeva Vault.
Global ID	String	True	No	System-level global identifier used to uniquely reference the record across multiple Vaults and integrations.
Link	String	False	No	System-managed hyperlink or reference pointer to view or access the record in Vault.
AffiliationNumber	String	True	No	User-defined or system-assigned unique number identifying the specific affiliation instance.
Status	String	False	No	Current status of the affiliation, indicating whether it is active, inactive, or in another lifecycle stage.
Created By	String	True	No	Username or user ID of the person who initially created the affiliation record.
Created Date	Datetime	True	No	Date and time when the affiliation record was first created in the system.
Last Modified By	String	True	No	Username or user ID of the person who last made updates to the record.
Last Modified Date	Datetime	True	No	Date and time of the most recent update made to the affiliation record.
Comments	String	False	No	Free-form text field for capturing internal notes, annotations, or relevant contextual comments about the affiliation.
Disable Trigger	Bool	False	No	Indicates whether system triggers or workflows should be bypassed during operations involving this record. Set to true to disable triggers.
External Id	String	False	No	Identifier used to link the record with external systems or upstream/downstream platforms.
Influence	String	False	No	Measure or classification of the influence level that the affiliated party has within the organizational or medical network.
Mobile ID	String	False	No	Identifier used by mobile applications to uniquely track the affiliation record outside the core platform.
Parent	Bool	False	No	Flag indicating whether this record represents a parent-level affiliation in a hierarchical relationship.
Relationship Strength	String	False	No	Qualitative or quantitative indicator of how strong or influential the affiliation relationship is, such as weak, moderate, or strong.
Role	String	False	No	The role played by the affiliated entity in the context of the relationship, such as advisor, consultant, or collaborator.
Therapeutic Area	String	False	No	Therapeutic area or medical domain to which the affiliation pertains, such as oncology, cardiology, or neurology.
To Account Affiliation Count	Decimal	False	No	Number of other affiliations associated with the 'To Account' in this relationship, representing network density or involvement.
Destroy	Bool	False	No	Flag that determines whether this record is marked for deletion through a controlled lifecycle or purge process.
Child Affiliation	String	False	No	Identifier or reference to a subordinate affiliation record that is logically linked to this parent affiliation.
From Account	String	False	No	Reference to the originating or primary account entity in the affiliation relationship.
To Account	String	False	No	Reference to the destination or counterpart account entity in the affiliation relationship.
Owner	String	False	No	User or group that owns or is responsible for managing the affiliation record.
To Account Identifier	String	True	No	External or internal unique identifier specifically associated with the 'To Account' entity.
To Account Name	String	True	No	Display name or formal name of the account that is on the receiving end of the affiliation relationship.
To Account Record Type	String	True	No	Type of record or classification assigned to the 'To Account', such as Healthcare Organization (HCO), Healthcare Professional (HCP), or medical organization.
Legacy CRM Id	String	False	No	Identifier from a previous Customer Relationship Management (CRM) system used to track historical affiliation data prior to migration into Vault.
To Medical Identifier	String	True	No	Unique identifier associated with the 'To Person' or 'To Account' in a medical registry or system.
From Person	String	False	No	Reference to the individual (for example, healthcare professional) initiating or associated with the affiliation from one side.
To Person	String	False	No	Reference to the individual (for example, healthcare professional) on the receiving end of the affiliation relationship.

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AlertProfiles

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the alert profile record. This is used as the primary key within the database.
Global ID	String	True	No	Globally unique identifier assigned by the Veeva Vault system. This is used for cross-system data integration and traceability.
Link	String	False	No	System-generated link that provides direct access to the alert profile record in the Vault user interface.
Alert Profile Name	String	True	No	User-defined name of the alert profile. This value is typically displayed in the application interface and used for reference.
Status	String	False	No	Current lifecycle status of the alert profile, such as Active, Inactive, or Deprecated, reflecting its operational state.
Created By	String	True	No	Username or identifier of the user who initially created the alert profile record in the Vault system.
Created Date	Datetime	True	No	Timestamp indicating when the alert profile record was originally created in the Vault system.
Last Modified By	String	True	No	Username or identifier of the user who most recently modified the alert profile record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update to the alert profile, reflecting when any change was last saved.
External_ID	String	False	No	Identifier used to reference this alert profile in external systems. Supports integrations and third-party mapping.
Last Push Notify APNS Date/Time	Datetime	False	No	Timestamp of the most recent Apple Push Notification Service (APNS) message triggered by this alert profile.
Profile Name	String	False	No	Name assigned to the profile associated with this alert, used for display and organizational purposes.
Profile	String	False	No	Reference to the associated user profile or configuration profile to which this alert is applied.
Alert	String	False	No	Identifier or reference to the specific alert definition this profile is configured to trigger or monitor.
Legacy CRM Id	String	False	No	Identifier carried over from a legacy Customer Relationship Management (CRM) system, allowing for historical data linkage and migration tracking.
Application Profile	String	False	No	Configuration profile specifying application-level behaviors, preferences, or alert delivery rules associated with this alert profile.

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Alerts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the alert record within the Vault system.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the alert across environments or integrations.
Link	String	False	No	System-defined hyperlink directing users to a relevant Vault object or external resource associated with the alert.
Title	String	False	No	Title or subject line of the alert as stored in the Vault field 'name__v'. Serves as a brief summary for the alert.
Status	String	False	No	Current lifecycle state or status of the alert (for example, Draft, Active, Inactive) from the 'status__v' field.
Created By	String	True	No	Username or system ID of the user who originally created the alert, based on 'created_by__v'.
Created Date	Datetime	True	No	Timestamp indicating when the alert was initially created in Vault, derived from 'created_date__v'.
Last Modified By	String	True	No	Username or system ID of the person who last modified the alert, referencing 'modified_by__v'.
Last Modified Date	Datetime	True	No	Date and time when the alert record was last updated, as recorded in 'modified_date__v'.
Activation Date	Datetime	False	No	Date and time when the alert became active or visible to users, pulled from 'activation_date__v'.
Alert Text	String	False	No	Full body text of the alert message as shown to end users, stored in 'alert_text__v'.
Dismissible	Bool	False	No	Indicates whether users can dismiss or hide the alert manually. Derived from the boolean field 'dismissible__v'.
Expiration Date	Datetime	False	No	Date and time when the alert will automatically expire or become inactive, based on 'expiration_date__v'.
Last Push Notify APNS Date/Time	Datetime	False	No	Timestamp of the most recent Apple Push Notification Service (APNS) delivery attempt for this alert, stored in 'last_push_notify_apns_datetime__v'.
Link Reference Long	String	False	No	Extended or descriptive form of the reference link associated with the alert, stored in 'link_reference_long__v'.
Link Reference	String	False	No	Short or coded form of the link reference used to associate the alert with an internal object or record, from 'link_reference__v'.
Priority	String	False	No	Indicates the level of importance of the alert (for example, Low, Medium, High), stored in 'priority__v'.
Public	Bool	False	No	Boolean flag specifying whether the alert is visible to all users (public = true) or restricted to specific roles (public = false).
Push Notify APNS Status	String	False	No	Status of the most recent push notification attempt via Apple Push Notification Service, such as Sent, Failed, or Pending. Comes from 'push_notify_apns_status__v'.
Owner	String	False	No	User ID or group responsible for managing or reviewing the alert. Maps to the Vault field 'ownerid__v'.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system that is used to trace or map historical alert data, stored in 'legacy_crm_id__v'.

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AlertUserActions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the alert user action record within the Vault system.
Global ID	String	True	No	Globally unique system-managed identifier used for cross-environment or cross-system reference.
Link	String	False	No	System-generated hyperlink reference to the alert user action record, useful for UI-based redirection or API retrieval.
Alert User Name	String	True	No	Name of the user associated with the alert action, typically representing the Vault user who received or interacted with the alert.
Status	String	False	No	Current status of the alert action for the user, such as Active, Dismissed, or Acknowledged.
Created By	String	True	No	Username or identifier of the Vault user who originally created the alert user action record.
Created Date	Datetime	True	No	Timestamp indicating when the alert user action record was first created in the Vault system.
Last Modified By	String	True	No	Username or identifier of the user who last modified the alert user action record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification made to the alert user action record.
Dismissed	Bool	False	No	Boolean flag indicating whether the user has dismissed the alert. This is true if the alert is no longer shown to the user.
External_ID	String	False	No	Custom external system identifier used for integration or synchronization with third-party systems.
Last Push Notify APNS Date/Time	Datetime	False	No	Date and time of the last push notification sent to the user's Apple device via APNS (Apple Push Notification Service).
Mobile ID	String	False	No	Unique identifier associated with the user's mobile device, used for mobile alert delivery and tracking.
Alert	String	False	No	Reference to the parent alert record that this user action is associated with.
User	String	False	No	Reference to the user who received or responded to the alert.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system, retained for data migration or historical mapping purposes.

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AlignSettings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the AlignSettings record, typically used as the primary key in the table.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across environments and systems within Vault.
Link	String	False	No	System-generated link that provides direct access to the AlignSettings record through the Vault user interface or API.
Name	String	False	No	User-defined name for the alignment setting, used to identify the configuration within the application.
Status	String	False	No	Current status of the alignment setting, such as Active, Inactive, or Archived, reflecting its operational state in Vault.
Created By	String	True	No	Username or identifier of the user or process that initially created the AlignSettings record.
Created Date	Datetime	True	No	Timestamp indicating when the AlignSettings record was first created in the system.
Last Modified By	String	True	No	Username or identifier of the user or integration that last updated the AlignSettings record.
Last Modified Date	Datetime	True	No	Timestamp capturing the most recent modification date of the AlignSettings entry.
Align Mode	Decimal	False	No	Numeric code representing the mode of alignment being applied, used to drive business logic or integration behavior. May correspond to specific predefined strategies or algorithms.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to link or map alignment settings during system migrations or integration scenarios.

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AnalyticMarkets

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Analytic Market record, used internally to distinguish each row within the table.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across different vaults and environments.
Link	String	False	No	Internal system reference or hyperlink pointing to the full record or associated metadata within Veeva Vault.
Name	String	False	No	Descriptive name assigned to the Analytic Market, typically used for labeling and filtering within analytic views.
Status	String	False	No	Indicates the current lifecycle status of the Analytic Market entry, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or system identifier of the user who initially created the Analytic Market record.
Created Date	Datetime	True	No	Timestamp capturing when the Analytic Market entry was first created in the system.
Last Modified By	String	True	No	Username or system identifier of the user who most recently modified the Analytic Market record.
Last Modified Date	Datetime	True	No	Timestamp indicating the last time any updates were made to the Analytic Market entry.
Time Periods	String	False	No	Comma-separated list of time intervals (for example, Q1 2024, Q2 2024) associated with the market analysis. Values are stored as a single string.
Time Scales	String	False	No	Comma-separated list of granularities (for example, daily, weekly, monthly) used in reporting metrics for the analytic market. Each value denotes a distinct resolution of time-based data.
Owner	String	False	No	Vault user ID of the individual or group responsible for managing the Analytic Market record.
Legacy CRM Id	String	False	No	Identifier referencing the Analytic Market entry in an older or external Customer Relationship Management (CRM) system, used for data migration or cross-platform traceability.

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AnalyticsDataChannels

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Analytics Data Channel record, used as the primary key for internal reference.
Global ID	String	True	No	System-generated globally unique identifier that ensures consistency and traceability across environments and systems.
Link	String	False	No	System-managed link to the object within Veeva Vault. This is useful for navigating directly to the data channel in the application UI.
Data Channel	String	False	No	Internal name of the analytics data channel, which categorizes the type or purpose of the data being processed or visualized.
Status	String	False	No	Current operational status of the data channel. This can indicate whether the channel is active, inactive, or deprecated.
Created By	String	True	No	Username or identifier of the user who originally created this data channel record in the system.
Created Date	Datetime	True	No	Timestamp recording when the data channel entry was initially created in the system.
Last Modified By	String	True	No	Username or identifier of the user who last modified this data channel record.
Last Modified Date	Datetime	True	No	Timestamp capturing the most recent update made to this record, reflecting its last modification in the system.
Display Name	String	False	No	Human-readable label for the data channel, used in dashboards and user interfaces to clearly represent the channel's function.
Owner	String	False	No	Identifier of the user, team, or business unit that owns or is responsible for this analytics data channel.
Legacy CRM Id	String	False	No	Identifier from the legacy Customer Relationship Management (CRM) system associated with this data channel, used for historical reference or integration purposes.

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AnalyticsFileMarketMaps

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the current record in the AnalyticsFileMarketMap table, typically used as the primary key.
Global ID	String	True	No	System-generated global identifier (__sys) that ensures uniqueness across all Veeva Vault environments and records.
Link	String	False	No	System-managed hyperlink (__sys) to the Vault UI location of the current record, used for internal navigation or integration references.
Id2	String	True	No	Business-specific secondary identifier sourced from the 'name__v' field, often used for human-readable identification of records.
Status	String	False	No	Indicates the current lifecycle state or workflow status of the record, as defined in the 'status__v' field of the Vault configuration.
Created By	String	True	No	Username or identifier of the user who initially created the record, as captured in the 'created_by__v' audit field.
Created Date	Datetime	True	No	Timestamp indicating when the record was first created, sourced from the 'created_date__v' system-managed field.
Last Modified By	String	True	No	Username or identifier of the user who most recently modified the record, stored in the 'modified_by__v' audit field.
Last Modified Date	Datetime	True	No	Date and time of the most recent update to the record, sourced from 'modified_date__v'.
Analytics Files	String	False	No	Reference to one or more analytics file entries (analytics_files__v) that are associated with this market mapping instance.
Market	String	False	No	Name or identifier of the commercial or geographic market (market__v) to which the analytics file is mapped.
Legacy CRM Id	String	False	No	Identifier from the legacy Customer Relationship Management (CRM) system, used to maintain traceability and linkage during historical data migration or integration.

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AnalyticsFiles

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the analytics file record in the Vault system.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the record across environments and integrations.
Link	String	False	No	System-generated internal Vault link used for navigating directly to the analytics file within the Vault platform.
File Id	String	True	No	Internal Veeva Vault name used to reference the file in the system, which is not necessarily the same as the display file name.
Status	String	False	No	Current lifecycle status of the analytics file, reflecting where it stands in processing or validation.
Created By	String	True	No	Username of the user who originally uploaded or created the analytics file.
Created Date	Datetime	True	No	Timestamp indicating when the analytics file was initially created in the system.
Last Modified By	String	True	No	Username of the user who last modified the analytics file record.
Last Modified Date	Datetime	True	No	Timestamp reflecting the most recent update to the analytics file metadata or content.
Analytics Location	String	False	No	Path or storage location identifier where the file is hosted within the analytics repository.
Buckets	Decimal	False	No	Numeric value representing the number of segment buckets defined for data classification in the file.
Column Label	String	False	No	Primary label used in reports to identify the first major data column in the analytics file.
Contains Goals?	Bool	False	No	Indicates whether the file includes predefined sales or performance goals (true or false).
Data Date	Date	False	No	The date associated with the data snapshot contained in the file. This is used for reporting alignment.
Data Map Template Id	String	False	No	Reference to the data mapping template that defines how columns in the file map to standardized fields.
Date Processed	Datetime	False	No	Timestamp marking when the file was last processed through the analytics pipeline.
Decimal Places	Decimal	False	No	Defines how many decimal places should be applied when displaying numeric metrics from the file.
Enable Market Sales Analysis Report?	Bool	False	No	Flag indicating if this file should be included in market-level sales analysis reporting (true or false).
Error Reports Status	Bool	False	No	Indicates whether error reporting is enabled for this file's data validation process (true or false).
FTP User Name	String	False	No	FTP username associated with the account used to upload the file into the Vault system.
File Name	String	False	No	The original or user-defined name of the uploaded file, typically visible in the Vault UI.
Formulary for Rep Label	String	False	No	Label indicating whether the file includes formulary-related data relevant to field representatives.
Incremental Load Type	String	False	No	Type of incremental load (such as 'append', 'update', or 'overwrite') used when ingesting this data file.
Incremental	Bool	False	No	Boolean flag indicating whether the data file is part of an incremental load process (true or false).
Mapped Fields	String	False	No	Comma-separated list of fields in the file that have been successfully mapped to standard Vault schema fields.
Markets Mapped?	Bool	False	No	Indicates whether market-level mapping has been completed for the data within the file (true or false).
Override Account Threshold	Bool	False	No	Flag that, when true, allows override of the default account threshold during data import or analysis.
Payer/Plan Mapped?	Bool	False	No	Indicates whether payer or plan-level mappings have been applied to the data (true or false).
Row Count	Decimal	False	No	Total number of data rows contained in the uploaded file.
Scale	String	False	No	Unit of measure or multiplier used to normalize numeric values, such as 'units', 'thousands', or 'millions'.
Second Column Label	String	False	No	Secondary label used in reports to represent a second major metric or classification in the file.
Simplified Indexing	Bool	False	No	Boolean value indicating whether simplified indexing logic is applied to speed up data access or reporting.
Analytics Files Status	String	False	No	Status field showing the current processing state of the file in the analytics workflow.
Territory Names Included?	Bool	False	No	Boolean flag showing whether territory-level identifiers or labels are present in the data file.
Type	String	False	No	Category or classification of the file, such as 'sales', 'call activity', or 'formulary'.
Market	String	False	No	Identifies the market or therapeutic area that the file data pertains to.
Owner	String	False	No	User or team that owns the file record and is responsible for its accuracy and management.
Legacy CRM Id	String	False	No	Reference identifier used to map the analytics file back to a corresponding record in a legacy Customer Relationship Management (CRM) system.

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AnalyticsFilters

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the analytics file record, typically used as the primary key in the table.
Global ID	String	True	No	System-assigned globally unique identifier for the record, used for cross-system synchronization and data consistency.
Link	String	False	No	System-generated URL or reference link that points to the analytics file or associated resource within Veeva Vault.
Analytics Filters Name	String	False	No	User-defined name for the set of analytics filters applied to the report. This value helps in identifying the filter configuration used.
Status	String	False	No	Indicates the current state of the analytics file, such as active, archived, or in-progress. This is useful for workflow and access control.
Created By	String	True	No	User ID of the individual who created the analytics file entry. This is typically captured from the user's Vault session at the time of creation.
Created Date	Datetime	True	No	Timestamp representing when the analytics file was initially created in the system. This is used for auditing and sorting.
Last Modified By	String	True	No	User ID of the last individual who modified the analytics file entry. This is useful for tracking update ownership.
Last Modified Date	Datetime	True	No	Timestamp representing the most recent modification to the analytics file. This is useful for version control and audit tracking.
Analytics Report	String	False	No	Reference to the associated analytics report that this file supports or is derived from. May include report ID or name.
Filters	String	False	No	Serialized or delimited list of filters applied to generate the analytics report. This is typically includes fields like region, date range, and product.
Mobile ID	String	False	No	Identifier used by mobile applications to track or reference the analytics file in offline or mobile workflows.
Owner	String	False	No	User ID or group ID representing the owner of the analytics file. Ownership can dictate access rights and visibility.
Legacy CRM Id	String	False	No	Identifier inherited from a previous Customer Relationship Management (CRM) system. Retained for historical reference and data migration mapping.

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AnalyticsLayouts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the analytics layout record within the Vault system. This ID is system-generated and immutable.
Analytics Layouts Type	String	True	No	Indicates the Vault object type classification for the analytics layout, typically used internally to identify the record structure.
Global ID	String	True	No	Globally unique identifier assigned by the Vault system to ensure record traceability across environments and integrations.
Link	String	False	No	System-generated URL link that provides direct access to the analytics layout record within the Vault user interface.
Analytics Layouts Name	String	True	No	Human-readable name of the analytics layout as defined by users or administrators. This is used for display and identification purposes.
Status	String	False	No	Current lifecycle state or operational status of the analytics layout (such as Active, Inactive, or Draft). Helps manage layout availability and usage.
Created By	String	True	No	Username or system identifier of the user who originally created the analytics layout record.
Created Date	Datetime	True	No	Timestamp indicating when the analytics layout record was initially created. Stored in UTC and includes both date and time.
Last Modified By	String	True	No	Username or system identifier of the user who last updated the analytics layout record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update to the analytics layout record. Stored in UTC and includes both date and time.
Owner	String	False	No	Identifier of the user or group who owns the analytics layout record. This can control edit permissions or visibility.
Legacy CRM Id	String	False	No	Identifier used in a legacy Customer Relationship Management (CRM) system to reference this layout. Retained for data migration or historical reference.

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AnalyticsProductGroups

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the product group record.
Global ID	String	True	No	Globally unique system identifier assigned by Veeva Vault to this product group record.
Link	String	False	No	System-generated hyperlink reference pointing to the product group record within the Vault system.
Product Group	String	False	No	Name or title assigned to the product group, typically used for grouping related pharmaceutical or medical products.
Status	String	False	No	Current lifecycle status of the product group, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or identifier of the user who originally created the product group record.
Created Date	Datetime	True	No	Timestamp indicating when the product group record was first created in the system.
Last Modified By	String	True	No	Username or identifier of the user who most recently modified the product group record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification made to the product group record.
Company Product Group	Bool	False	No	Indicates whether the product group is classified as a company-level grouping rather than region- or market-specific.
Display In Reports?	Bool	False	No	Specifies whether this product group should be included in analytics and reporting outputs.
Display Name	String	False	No	User-friendly name for the product group, optimized for display in user interfaces and reports.
Display Order	Decimal	False	No	Numeric value representing the order in which this product group should appear relative to others in sorted views.
Do Not Display in Formulary for Rep	Bool	False	No	Boolean flag that, if true, hides this product group from representative-facing formulary views.
External Id	String	False	No	Optional identifier used to map this product group to external systems or reference datasets.
Market	String	False	No	Name or code of the commercial or regulatory market associated with the product group.
Parent Product Group	String	False	No	Identifier or name of the higher-level product group that this group is nested under, if applicable.
Owner	String	False	No	Identifier of the user, group, or system responsible for maintaining the product group record.
Legacy CRM Id	String	False	No	Identifier used by legacy Customer Relationship Management (CRM) systems to reference this product group before migration to Veeva Vault.
Country	String	False	No	Country or region associated with the product group, typically based on commercial or regulatory boundaries.

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ApplicationLabels

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the application label record, typically auto-generated by the system.
Application Label Type	String	True	No	Specifies the type of object the label is associated with, as defined by the Veeva object_type__v field.
Global ID	String	True	No	System-generated global identifier used to uniquely identify this record across environments.
Link	String	False	No	System-defined link or URL pointing to the detail page of the record within Vault.
Application Label Name	String	True	No	Human-readable name assigned to the application label for display purposes.
Status	String	False	No	Current lifecycle status of the label, indicating whether it is active, inactive, or archived.
Created By	String	True	No	Username or system identifier of the user who initially created the record.
Created Date	Datetime	True	No	Timestamp indicating when the record was first created in the system.
Last Modified By	String	True	No	Username or identifier of the user who last updated the record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update to the record's data.
Component Name	String	False	No	Name of the Vault component to which the label applies, such as a tab or page layout.
External ID	String	False	No	Optional external system reference used to map this label to data from outside Vault.
Field Name	String	False	No	API name of the Vault field that the label is associated with or overrides.
Is Medical	Bool	False	No	Boolean flag indicating whether the label is related to medical content or processes.
Label	String	False	No	The localized or user-facing text displayed in the Vault UI for the associated field or component.
Object API Name	String	False	No	API name of the Vault object that owns the label, used for programmatic access.
Record Type Name	String	False	No	Name of the record type the label is targeting, allowing for label customization based on record type.
Target Record Type ID	String	False	No	System identifier for the specific record type that the label is intended to override or extend.
Original Message	String	False	No	Original message or label text before any customization was applied.
Replacement Message	String	False	No	Custom message or text that replaces the original label in the UI.
Owner	String	False	No	Identifier of the user or group designated as the record owner within Vault.
Legacy CRM Id	String	False	No	Identifier from the legacy Customer Relationship Management (CRM) system, if the label was migrated or synchronized from external data sources.
Language	String	False	No	Language code indicating the locale for which this label is defined, such as en_US or fr_FR.

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ApplicationRoles

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the application role record, typically used as the primary key for reference and joins.
Label	String	False	No	Display name of the application role as seen in the user interface. This is typically user-friendly and can be localized.
Status	String	False	No	Indicates the current status of the application role, such as Active or Inactive, determining whether it can be assigned.
Description	String	False	No	Detailed description of the role's purpose or usage within the application, intended to clarify its function for administrators.
Created By	String	True	No	Username or system identifier of the user who originally created the application role entry.
Created Date	Datetime	True	No	Timestamp representing the date and time when the application role record was first created.
Last Modified By	String	True	No	Username or system identifier of the user who most recently updated the application role record.
Last Modified Date	Datetime	True	No	Timestamp indicating when the application role entry was last modified.
Name	String	False	No	API-accessible name of the application role, typically used in integration logic and configuration scripts.
Global ID	String	True	No	System-generated globally unique identifier that persists across environments and is used for cross-system referencing.
Link	String	False	No	System-level URL or reference link to this specific application role resource within the Vault platform.
Constrain User Role Setup	Bool	False	No	Boolean flag indicating whether strict constraints are enforced when assigning users to this role, ensuring compliance with predefined rules.
Permission Set	String	False	No	Name of the associated permission set that defines the capabilities and access levels granted by this role.

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ApprovedDocuments

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the approved document record within the system, typically auto-generated and used as a primary key.
Approved Document Type	String	True	No	Specifies the object type of the approved document, as defined by Vault's object model. Commonly reflects the classification or template used.
Global ID	String	True	No	System-generated identifier used to uniquely represent the document across all Vault instances and integrations.
Link	String	False	No	System URL link that provides direct access to view or download the approved document in Vault.
Approved Document Name	String	False	No	The official name or title of the approved document, typically stored in the 'name__v' field in Vault.
Status	String	False	No	Indicates the current approval or workflow status of the document, such as Draft, Approved, or Obsolete.
Created By	String	True	No	The username or system identifier of the user who initially created the document entry in Vault.
Created Date	Datetime	True	No	The timestamp indicating when the document record was first created in Vault.
Last Modified By	String	True	No	The username or identifier of the last user who updated the document entry.
Last Modified Date	Datetime	True	No	The timestamp of the most recent modification made to the document record.
Allow Any Product Fragment	Bool	False	No	Specifies whether the document can be associated with any product fragment without restriction. When set to true, all fragments are permitted.
Allowed Document IDs	String	False	No	A comma-separated list of Vault document IDs that are explicitly allowed for association or referencing. Format: id1, id2, id3.
Audience	String	False	No	Defines the intended audience for the document, which can include specific roles, territories, or user groups.
Bcc	String	False	No	List of users or groups to be blind carbon copied when the document is distributed. Stored as a comma-separated string.
Check Consent	String	False	No	Indicates whether consent validation is required before distributing or displaying the document to users.
Description	String	False	No	A detailed textual description of the document's contents, purpose, or context as defined by the owner or creator.
Document Host	String	False	No	The fully qualified URL of the host or server that stores the approved document, typically external to Vault.
Veeva External ID	String	False	No	External identifier assigned to the document for integration with external systems. Often aligns with a source system's reference.
Last Modified in Vault	Datetime	False	No	The date and time when the document metadata or content was last updated within Veeva Vault specifically.
Insert Documents	Bool	False	No	Indicates whether documents can be included as attachments or links in outbound emails. This setting governs whether document distribution via email is permitted.
Email Domain	String	False	No	Specifies the domain used in the sender's email address when distributing approved content, such as @pharma-company.com.
From Address	String	False	No	The email address that appears in the 'From' field of outbound communications containing approved documents. This is used to indicate the source of the message.
From Name	String	False	No	The display name shown in the 'From' field of outgoing emails. This is typically represents a department, brand, or user responsible for the email.
Reply to Address	String	False	No	The email address that recipients should reply to when responding to emails with approved documents. This can differ from the sender address for routing purposes.
Reply to Name	String	False	No	The display name that accompanies the 'Reply-To' address in the email header. Helps clarify the intended contact for replies.
Subject	String	False	No	The subject line used in emails distributing approved documents. This is typically includes campaign-specific or document-specific context to inform recipients.
Email Footer Document ID	String	False	No	The Vault document ID referencing the footer fragment used in email templates. Commonly contains legal disclaimers, opt-out information, or branding.
Engage Document Id	String	False	No	The document ID used within Veeva Engage for remote detailing or rep-triggered email. Connects this record to its Engage content counterpart.
Events Management Subtype	String	False	No	Indicates the specific subtype of an events management scenario that this approved document is associated with. Helps categorize document usage in event contexts.
ISI Document ID	String	False	No	The document ID for the Important Safety Information (ISI) document that must accompany promotional content. Required for compliance.
Other Document IDs	String	False	No	A comma-separated list of Vault document IDs representing additional supporting documents associated with the approved content (for example, 12345, 23456, 34567).
PI Document ID	String	False	No	The document ID of the Prescribing Information (PI) file that provides essential medical guidance and must accompany certain promotional assets.
Piece Document ID	String	False	No	The document ID of the primary promotional piece. Serves as the anchor document for the rest of the content in this record.
Publish Method	String	False	No	Specifies how the approved document is distributed, such as email, download link, or embedded content. Controls the method of delivery.
Approved Document Status	String	False	No	Represents the workflow status of the approved document within Vault (for example, Approved, In Review, or Retired).
Territory	String	False	No	Identifies the sales or regulatory territory for which the approved content is authorized. This is used to enforce geographical compliance rules.
Document ID	String	False	No	The unique identifier for the document within Vault. Links this record to the actual document stored in the Vault platform.
Vault ID	String	False	No	The identifier of the specific Vault instance where the document resides. This is useful in multi-instance environments or integrations.
Content Type	String	False	No	Describes the category or classification of the approved content, such as Email Template, Sales Aid, or PI Document.
Product Group	String	False	No	References the product detail group associated with the approved document, used to classify content under a specific therapeutic or promotional group within the Veeva Vault environment.
Key Message	String	False	No	Points to the approved key message linked to this document, which is typically a standardized, regulatory-compliant communication used in marketing or sales materials.
Product	String	False	No	Identifies the primary product that this approved document supports or promotes, aligned with commercial or medical messaging strategies.
Survey	String	False	No	Indicates the survey or feedback mechanism related to this document, often used to assess message recall or HCP engagement.
Owner	String	False	No	Specifies the user ID of the Vault owner responsible for this document, generally the person accountable for content management or lifecycle control.
Legacy CRM Id	String	False	No	Contains the identifier used in legacy Customer Relationship Management (CRM) systems to associate this document with historical records, supporting system migrations and data lineage.
Veeva Content	String	False	No	Flag or reference indicating whether the content is Veeva-managed, enabling integration with downstream modules such as CLM or Vault PromoMats.
Content Target Platform	String	False	No	Denotes the intended platform(s) for document deployment such as CRM, Approved Email, or external channels like websites or apps.
Language	String	False	No	Indicates the language in which the document content is authored, ensuring correct localization and regulatory compliance for international markets.
Hidden?	Bool	False	No	Boolean flag indicating whether this document is hidden from general user access or reporting views, often used for archival or admin-only content.
Is Email Builder	Bool	False	No	Specifies whether this document is enabled for use in the Veeva Email Builder tool, allowing modular email content assembly.
Email Builder	String	False	No	References the specific email builder configuration associated with this document, such as a template or content block used in multichannel campaigns.
Trigger Timestamp	Datetime	False	No	Captures the date and time when the document was last activated or triggered by an automated or manual workflow event.
Email Fragment HTML	String	False	No	Path or identifier for the HTML file used as an email content fragment, designed for modular reuse within Veeva Approved Email.
Email HTML	String	False	No	Path or identifier for the main HTML file representing the complete email body that gets sent to recipients through Veeva systems.
Email Footer HTML	String	False	No	Path or identifier for the HTML file used as the email footer fragment, containing regulatory disclaimers, contact info, or unsubscribe links.

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ApprovedEmailSettings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Approved Email Settings record within the Vault system.
Global ID	String	True	No	System-generated global identifier used across environments to reference this record uniquely.
Link	String	False	No	System-managed hyperlink reference to the record's location within the Vault user interface.
Name	String	False	No	The display name or label assigned to the Approved Email Settings configuration.
Status	String	False	No	The current lifecycle state or operational status of the Approved Email Settings record.
Created By	String	True	No	Username or system identity that initially created this Approved Email Settings record.
Created Date	Datetime	True	No	Timestamp indicating when the Approved Email Settings record was first created.
Last Modified By	String	True	No	Username or system identity that most recently modified the record.
Last Modified Date	Datetime	True	No	Timestamp capturing the most recent update to the Approved Email Settings configuration.
Additional Recipients	String	False	No	Comma-separated list of additional recipients to be included in approved email communications.
Approved Email Consent Mode	Decimal	False	No	Numerical indicator of the consent mode being enforced for approved email communications (for example, explicit, implied).
Approved Email Consent Label	String	False	No	Customizable consent text that appears in approved emails to comply with consent policies.
Approved Email Volume-Count Threshold	Decimal	False	No	Maximum number of approved emails that can be sent within the configured volume count threshold.
Approved Email Opt-in Disclaimer	String	False	No	Custom disclaimer text presented in approved emails to inform users about opt-in policies.
Approved Email Domain	String	False	No	Permitted domain or subdomain from which approved emails can be sent, helping restrict unauthorized use.
Approved Email Volume-Duration Threshold	Decimal	False	No	Time-based threshold, in days or another time unit, that limits how frequently approved emails can be sent.
Approved Email Field Exclusion List	String	False	No	List of field names to be excluded from email generation or personalization to ensure privacy or compliance.
Approved Email Filter Fields	String	False	No	Fields used to filter approved email recipient lists or dynamically limit email audience.
Approved Email Restricted Words	String	False	No	Comma-separated list of words that are prohibited in the content of approved emails for compliance or branding reasons.
Approved Email Test Email Address	String	False	No	Designated email address used for testing approved email configurations before deploying to end users.
Approved Email Vault Endpoints	String	False	No	Comma-separated list of Vault API endpoints or integration points used in approved email processing.
Approved Email Vault Query	String	False	No	Custom query executed against Vault data to retrieve records relevant for approved email generation.
Disabled Approved Email Entry Points	String	False	No	List of disabled UI or integration entry points through which users might otherwise access the approved email functionality.
Enable Approved Email Receipts	Decimal	False	No	Flag that determines whether receipt tracking is enabled for approved emails sent through the system.
Enable Drafts Folder	Decimal	False	No	Flag indicating whether a drafts folder is enabled to allow users to store in-progress email drafts.
Enable Group Email	Decimal	False	No	Flag that enables or disables sending approved emails to defined groups rather than individual recipients.
Approved Email Opt-in Required	Bool	False	No	Boolean flag that enforces whether explicit opt-in is required before a recipient can receive approved emails.
Recipient Name in Email Header	Decimal	False	No	Flag that determines if the recipient's name appears in the header section of the approved email.
Recipient Specific Field	String	False	No	Field used to define recipient-specific personalization in email templates (for example, first name, role).
Timeline View Email Link	Decimal	False	No	Flag that enables a link within the Vault Timeline View, allowing users to view email communication history.
Setup Owner ID	String	False	No	Identifier of the user or group that owns this configuration, determining administrative permissions.
Security Profile	String	False	No	Assigned security profile that dictates access control and permissions for this Approved Email Settings record.
Legacy CRM Id	String	False	No	Identifier used to map this configuration to legacy Customer Relationship Management (CRM) systems, supporting backward compatibility.
Custom List Unsubscribe Header	String	False	No	Custom text included in the email header to support list-based unsubscribe functionality for recipients.
Application Profile	String	False	No	Name of the application profile this configuration belongs to, helping segment settings by business context or deployment.

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Assessments

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the assessment record within the Veeva Vault platform.
Assessment Type	String	True	No	Specifies the type of assessment being recorded, based on the object type defined in the Vault data model.
Global ID	String	True	No	Globally unique system identifier used to reference this assessment across integrated systems.
Link	String	False	No	System-generated hyperlink reference to the full assessment record in the Vault interface.
ID2	String	True	No	Human-readable identifier or name for the assessment, typically used as a display label in user interfaces.
Status	String	False	No	Current status of the assessment, such as Draft, In Progress, or Completed, based on Vault lifecycle state.
Created By	String	True	No	Username or system identity that created the assessment record.
Created Date	Datetime	True	No	Timestamp representing the date and time when the assessment record was initially created.
Last Modified By	String	True	No	Username or system identity that last modified the assessment record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update made to the assessment record.
CC Patient Profiles	String	False	No	Details or metrics about patient profiles associated with the Community Channel (CC) segment of the assessment.
CC Study Leverage	String	False	No	Assessment of how community-based study data or insights are leveraged within this evaluation.
Community Activity	String	False	No	Engagement metrics or qualitative notes relating to activities in the broader medical or scientific community.
LN Patient Profiles	String	False	No	Data or summary of patient demographics associated with the Local Network (LN) component of the assessment.
LN Study Leverage	String	False	No	Information on how local network clinical studies are being utilized in this assessment context.
Oncology Board	Bool	False	No	Boolean flag indicating whether the assessment includes a review or contribution from an oncology board.
Preferred Pathologist	String	False	No	Name or identifier of the pathologist preferred or selected for consultation within the assessment process.
RL Patient Profiles	String	False	No	Summary data on patient populations relevant to the Regional Leaders (RL) domain for this assessment.
RL Study Leverage	String	False	No	Indicator of how study results or findings from regional leaders are incorporated into the assessment.
Research Focus	String	False	No	Primary focus areas or themes of research covered in the assessment, such as biomarkers or treatment pathways.
Treatment Preferences	String	False	No	Documented preferences for treatment strategies or approaches identified through the assessment.
Tumors/Year	String	False	No	Average number of tumor cases managed per year, used as a volume metric within the assessment.
Tumor Types	String	False	No	List of tumor types observed or treated, separated by commas. Values can include breast, lung, colon, melanoma.
Account	String	False	No	Reference to the associated healthcare or institutional account linked to the assessment.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system used to track this assessment before Vault migration or integration.
Mobile ID	String	False	No	Identifier used by mobile applications or devices to synchronize or retrieve the assessment record.

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AssignmentRuleCriteria

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the assignment rule criterion record within the Vault system.
Global ID	String	True	No	System-generated global identifier used to uniquely reference the criterion record across environments and integrations.
Link	String	False	No	Internal system link that allows navigation to this specific criterion record within the Vault interface.
Name	String	True	No	User-defined name or label for the assignment rule criterion, typically used for easier identification.
Status	String	False	No	Current lifecycle state of the criterion, such as Active, Inactive, or Obsolete, as defined in the Vault configuration.
Created By	String	True	No	Username or identifier of the individual who originally created the criterion record.
Created Date	Datetime	True	No	Timestamp indicating when the criterion record was first created in the system.
Last Modified By	String	True	No	Username or identifier of the person who last updated the criterion record.
Last Modified Date	Datetime	True	No	Timestamp showing the most recent update to the criterion record, reflecting its latest modification date.
Criterion Number	Decimal	False	No	Numeric value that specifies the order or sequence of the criterion within its associated assignment rule.
Assignment Rule	String	False	No	Reference to the parent assignment rule associated with this criterion defines routing or ownership behavior.
Criterion Field	String	False	No	Name of the field within the Vault object that the criterion evaluates as part of the rule condition.
Criterion Operator	String	False	No	Logical operator used to compare the criterion field with the specified value, such as equals, not equals, contains.
Criterion Value	String	False	No	The target value that the criterion field is compared against using the defined operator to determine rule matching.

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AssignmentRules

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the assignment rule record within the Vault environment.
Global ID	String	True	No	Globally unique identifier assigned by the system for cross-system referencing and integration use cases.
Link	String	False	No	System-generated hyperlink reference that provides direct access to the specific assignment rule record in the Vault user interface.
Name	String	False	No	Human-readable name or label assigned to the assignment rule, used for identifying and managing rules in the UI and reporting.
Status	String	False	No	Current operational status of the assignment rule, such as Active or Inactive, indicating whether the rule is being applied.
Created By	String	True	No	Username or user ID of the person who initially created the assignment rule record in Vault.
Created Date	Datetime	True	No	Timestamp indicating when the assignment rule was originally created in the Vault system.
Last Modified By	String	True	No	Username or user ID of the person who last updated the assignment rule record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent modification made to the assignment rule record.
Territory	String	False	No	The specific sales territory or region to which the assignment rule applies, used for aligning users and assignments by geography or organization.
Criteria Logic	String	False	No	Logical expression used to combine multiple assignment criteria, such as AND, OR conditions, defining how rules are evaluated.
Cascade Down Hierarchy	Bool	False	No	Boolean value that determines whether the assignment rule should be propagated to child records in the organizational or territory hierarchy.

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AssortmentLines

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the assortment line record.
Assortment Line Type	String	True	No	Specifies the type or classification of the assortment line, mapped from the Vault object type field object_type__v.
Global ID	String	True	No	Globally unique system identifier for cross-environment or cross-application reference, stored in global_id__sys.
Link	String	False	No	System-generated URL or reference link to directly access the record in the Vault UI, from link__sys.
Name	String	True	No	Human-readable label for the assortment line, typically used for display purposes and stored in name__v.
Status	String	False	No	Current state of the assortment line such as Active, Inactive, or Draft, stored in status__v.
Created By	String	True	No	Username or system reference that indicates who created the record, sourced from created_by__v.
Created Date	Datetime	True	No	Date and time when the assortment line was initially created, from created_date__v.
Last Modified By	String	True	No	User or process that most recently updated the record, stored in modified_by__v.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification made to the record, pulled from modified_date__v.
Collapse By Default?	Bool	False	No	Boolean flag that determines whether the section associated with this line is collapsed by default in the UI, stored as collapse_by_default__v.
External ID	String	False	No	Custom external system reference identifier used for integration or lookup purposes, stored in external_id__v.
Section Label	String	False	No	Text label that groups or categorizes this line within a UI section, helping with visual layout and organization, from section_label__v.
Sorting	Decimal	False	No	Numeric value that defines the order of appearance for the assortment line relative to other lines, sourced from sorting__v.
Assortment	String	False	No	Reference to the parent assortment record that this line belongs to, stored as a foreign key in assortment__v.
Product	String	False	No	Reference to the associated product that this assortment line represents, typically linking to a product object via product__v.
Parent Section	String	False	No	Indicates the parent section this line belongs to, allowing for hierarchical grouping of lines, stored in parent_section__v.
Legacy CRM Id	String	False	No	Identifier imported from a legacy Customer Relationship Management (CRM) system to ensure continuity during data migration, stored in legacy_crm_id__v.
Veeva External ID	String	False	No	Unique identifier used externally within Veeva-integrated systems to reference this line, stored in vexternal_id__v.

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AssortmentLinks

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the assortment link record within the Veeva Vault system. This value is auto-generated and immutable.
Assortment Link Type	String	True	No	Specifies the object subtype or classification for the assortment link, based on the Veeva Vault object type framework (object_type__v).
Global ID	String	True	No	System-generated global identifier used to uniquely identify the assortment link record across multiple Vaults or integrated systems.
Link	String	False	No	Internal system link reference pointing to the associated document, product, or record that the assortment link targets.
Name	String	True	No	Human-readable name or label assigned to the assortment link, typically used for display and search purposes.
Status	String	False	No	Indicates the current workflow or lifecycle status of the assortment link, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or system identifier of the user who originally created the assortment link record.
Created Date	Datetime	True	No	Timestamp capturing the exact date and time when the assortment link record was initially created in the system.
Last Modified By	String	True	No	Username or system identifier of the user who last updated the assortment link record.
Last Modified Date	Datetime	True	No	Timestamp capturing the most recent date and time when the record was modified.
External ID	String	False	No	Custom external reference ID that can be used by third-party systems or integrations to identify this record.
Assortment	String	False	No	Reference to the related Assortment record to which this link belongs, establishing a parent-child relationship in the data model.
Order Campaign	String	False	No	Specifies the associated marketing or sales campaign for the assortment link, enabling campaign-level reporting and tracking.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system used to support historical migration or cross-system traceability.
Veeva External ID	String	False	No	Alternate external identifier specifically generated for integration scenarios across Veeva platforms or with external tools (vexternal_id__v).

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Assortments

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the assortment record, used as the primary key within the system.
Assortment Type	String	True	No	Specifies the object type classification of the assortment, corresponding to the Veeva Vault type schema defined for this record.
Global ID	String	True	No	System-generated global identifier used across environments for consistent reference to the same assortment record.
Link	String	False	No	Internal system link that provides a direct reference or URL to the assortment record within Veeva Vault.
Name	String	False	No	Descriptive name assigned to the assortment, typically used for user-friendly display and search.
Status	String	False	No	Current lifecycle state of the assortment, such as Active, Inactive, or Archived, depending on business rules.
Created By	String	True	No	User identifier of the individual who originally created the assortment record.
Created Date	Datetime	True	No	Timestamp representing the date and time when the assortment record was created in the system.
Last Modified By	String	True	No	User identifier of the last person to make changes to the assortment record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update to the assortment record.
Account Group	String	False	No	Name or identifier of the account group associated with the assortment, used to group related accounts together.
Account Record Type	String	False	No	Specifies the record type associated with the account linked to this assortment, reflecting business-specific categorization.
All Others	Bool	False	No	Boolean value indicating whether the assortment is inclusive of all other non-explicitly listed records or accounts.
Assortment Group	String	False	No	Identifier for the grouping of assortments used to manage collections of related assortment records.
End Date	Date	False	No	The final date on which the assortment is valid or active, after which it is no longer applicable.
External ID	String	False	No	Custom identifier used by external systems to reference this assortment, allowing cross-system integration and traceability.
Inventory Monitoring Record Type	String	False	No	Specifies the type of inventory monitoring record associated with the assortment, relevant for integration with inventory systems.
Order Record Type	String	False	No	Defines the record type of any related orders linked to this assortment, used to categorize order behavior or rules.
Product Bound	Bool	False	No	Boolean value that indicates whether the assortment is explicitly tied to one or more specific products.
Start Date	Date	False	No	The initial date when the assortment becomes active or valid for use in processes or reporting.
Owner	String	False	No	Identifier for the user or role responsible for managing or overseeing the assortment record.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to refer to this assortment, supporting data migration and reference continuity.

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AvailableAnswerDesigns

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier assigned to each available answer design record within the system. This ID ensures entity traceability and supports internal references.
Name	String	False	No	The human-readable name of the answer design. This is typically used in user interfaces and reports to identify the answer option clearly.
Status	String	False	No	Current operational status of the answer design, indicating whether it is active, inactive, deprecated, or in draft state.
Created_By	String	False	No	Username or identifier of the user or process that originally created this answer design record.
Created_Date	Datetime	False	No	Timestamp representing when the answer design record was initially created in the system. Stored in UTC.
Last_Modified_By	String	False	No	Username or identifier of the user or automated process that last modified the answer design record.
Last_Modified_Date	Datetime	False	No	Timestamp for the most recent update to the answer design record. This helps track audit and versioning changes.
Answer_Text	String	False	No	The full text of the answer option as presented to the user. This text typically appears in response options for a given question design.
Question_Design	String	False	No	Reference to the associated question design this answer belongs to. Acts as a foreign key linking to a broader survey or form structure.
Order	Int	False	No	Numerical value indicating the display sequence of this answer within the list of possible answers. Lower values appear first.
Score	Int	False	No	Numeric score assigned to this answer option, used in evaluations, assessments, or logic-based workflows.
Lifecycle	String	False	No	The lifecycle model applied to this answer design, which defines the stages it transitions through, such as Draft, Review, and Approved.
Lifecycle_State	String	False	No	The current state within the defined lifecycle, such as Active, In Review, or Obsolete. This helps manage content governance.
Approver_Type	String	False	No	Indicates the type or role of the entity responsible for approving this answer design, such as Manager, Reviewer, or System Administrator.

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AvailableAnswers

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the available answer record. This value is system-generated and used to distinguish each answer entry.
Name	String	False	No	Descriptive name of the available answer, typically used to identify the answer option in user interfaces or reports.
Status	String	False	No	Current lifecycle state of the available answer, such as Active, Inactive, or Archived, which determines its visibility and availability.
Created_By	String	False	No	Username or identifier of the user who originally created the answer entry in the system.
Created_Date	Datetime	False	No	Timestamp indicating when the answer record was initially created. Stored in UTC and used for auditing purposes.
Last_Modified_By	String	False	No	Username or identifier of the user who most recently modified the answer record.
Last_Modified_Date	Datetime	False	No	Timestamp showing when the answer was last updated. This is useful for tracking changes and maintaining data accuracy.
Answer_Text	String	False	No	Text content of the answer that will be displayed to users in a questionnaire, form, or survey.
Response	String	False	No	System-recorded or user-defined response value that can be used for data processing, scoring, or conditional logic.
Order	Int	False	No	Numeric value indicating the display sequence of the answer option. Lower values appear earlier in the list.
Selected	Bool	False	No	Boolean flag that indicates whether this answer is currently selected or marked as the default choice in the related context.
Score	Int	False	No	Numerical score assigned to this answer for use in evaluations, grading logic, or analytics.
Approver_Type	String	False	No	Specifies the type of user or role responsible for approving the answer, if applicable. Could include values like Reviewer, Manager, or Admin.

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Batches

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the batch record. This value is immutable and used for internal reference.
Name	String	True	No	Descriptive name assigned to the batch, typically reflecting the contents or purpose of the batch process.
Status	String	True	No	Current status of the batch, such as Active, Inactive, or Archived, which reflects its availability or lifecycle stage.
Description	String	False	No	Detailed narrative or summary that explains the purpose, scope, or contents of the batch.
External ID	String	False	No	Identifier assigned to the batch by an external system or integration, enabling cross-system reference and traceability.
Created By	String	True	No	Username or identifier of the user who initially created the batch record in the system.
Created Date	Datetime	True	No	Timestamp indicating when the batch record was first created in the Veeva Vault environment.
Last Modified By	String	True	No	Username or identifier of the user who last modified the batch record.
Last Modified Date	Datetime	True	No	Timestamp representing the most recent update to the batch record, reflecting changes in metadata or status.
Lifecycle	String	True	No	Assigned lifecycle that governs the batch's state transitions, validation rules, and business processes.
Lifecycle State	String	True	No	Current state within the assigned lifecycle, such as Draft, In Review, or Approved, indicating its workflow progress.
Global ID	String	True	No	Globally unique identifier used internally by Veeva Vault to ensure record consistency across environments and integrations.
Link	String	False	No	URL or internal reference link that allows direct access to the batch record within the Vault interface.

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BenefitDesignLines

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the benefit design line record, used as the primary key.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across environments and Vaults.
Link	String	False	No	Internal Vault system reference linking to the document or record associated with this benefit design line.
Linenumber	String	True	No	User-defined display name or identifier representing the specific line within the benefit design.
Status	String	False	No	Current lifecycle state of the benefit design line, such as Active, Inactive, or Obsolete.
Created By	String	True	No	Username of the person or system that originally created this benefit design line entry.
Created Date	Datetime	True	No	Timestamp indicating when the benefit design line record was initially created in the system.
Last Modified By	String	True	No	Username of the last user or process that modified this benefit design line.
Last Modified Date	Datetime	True	No	Date and time when the benefit design line was last updated.
Copay (Source)	String	False	No	Origin or reference for the copay value, indicating where the copay information was derived from.
Copay	String	False	No	Copayment amount associated with the benefit design line, as defined in the source data or calculated.
External ID	String	False	No	Identifier used to map this benefit design line to an external system such as a Customer Relationship Management (CRM) or legacy database.
Notes (Source)	String	False	No	Indicates the source or origin of the notes field, such as internal research or external partner data.
Notes	String	False	No	Additional remarks, context, or explanatory text provided for this benefit design line.
Restrictions (Source)	String	False	No	Denotes where the restriction details were sourced from, such as product labels or formulary documentation.
Status (Source)	String	False	No	Provides the origin or reference system of the benefit design line's status, helping validate lifecycle state.
Type	String	False	No	Classifies the benefit design line based on its type, such as Coverage, Copay Assistance, or Step Therapy.
Restrictions	String	False	No	Specific limitations or conditions applicable to this benefit design line, such as prior authorization requirements.
Benefit Design Line Status	String	False	No	Custom status specific to this benefit design line, which can reflect internal tracking beyond standard status.
Benefit Design	String	False	No	Reference to the parent benefit design record to which this line belongs, establishing hierarchical context.
Product	String	False	No	Product associated with this benefit design line, typically referencing a drug, therapy, or treatment plan.
Competitor	Bool	True	No	Boolean flag indicating whether the associated product is considered a competitor in the benefit landscape.
Legacy CRM Id	String	False	No	Identifier used in a legacy CRM system for backward compatibility and data migration purposes.

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BenefitDesigns

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the benefit design record within the Veeva Vault system.
Global ID	String	True	No	System-generated global identifier that uniquely distinguishes the benefit design across all Vault environments.
Link	String	False	No	System reference link to access the full Vault record of the benefit design.
Name	String	False	No	Descriptive name assigned to the benefit design, often representing its coverage scope or internal naming conventions.
Status	String	False	No	Lifecycle status of the benefit design (such as Draft, Approved, or Archived), reflecting its current state within business workflows.
Created By	String	True	No	Username or system identity of the user who initially created the benefit design record.
Created Date	Datetime	True	No	Timestamp indicating when the benefit design record was first created in the system.
Last Modified By	String	True	No	Username or system identity of the user who last updated the benefit design record.
Last Modified Date	Datetime	True	No	Timestamp reflecting the most recent modification made to the benefit design record.
External ID	String	False	No	Optional external reference ID used to link this benefit design to other systems or third-party applications.
#lives	Decimal	False	No	Total number of covered lives associated with the benefit design, typically representing enrolled individuals or members.
Percent Lives	Double	False	No	Percentage representation of the covered lives in relation to a broader group or total population.
Primary Benefit Design	Bool	False	No	Indicates whether this benefit design is the primary plan associated with the account or entity.
Type	String	False	No	Category or classification of the benefit design, such as Medical, Pharmacy, or Dental.
Account	String	False	No	Reference to the account (such as a payer or provider group) associated with the benefit design.
Parent Design	String	False	No	Identifier of the parent benefit design from which this record inherits structure or content, if applicable.
Owner	String	False	No	Vault user or group ID responsible for managing and maintaining this benefit design.
Account Name	String	True	No	Human-readable name of the associated account entity for reporting and display purposes.
Payer Id	String	True	No	Identifier used to link this benefit design to a specific payer in external systems or internal hierarchies.
Child Last Modified	Datetime	False	No	The most recent timestamp when any child record (such as a related line or detail) was modified under this benefit design.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to reference this benefit design prior to migration into Vault.

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Bookmarks

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the bookmark record within the Vault database.
Bookmark Type	String	True	No	Specifies the type or classification of the bookmark, typically mapped from the object type in Vault.
Global ID	String	True	No	A globally unique identifier used across Vault environments for consistent cross-reference of this bookmark.
Link	String	False	No	URL or URI string that the bookmark points to, enabling direct navigation to the referenced Vault object or view.
Name	String	False	No	User-defined name or label for the bookmark, used for display and identification purposes in Vault interfaces.
Status	String	False	No	Current lifecycle state of the bookmark, such as Active, Inactive, or Archived, based on Vault configuration.
Created By	String	True	No	Username or identifier of the Vault user who originally created the bookmark.
Created Date	Datetime	True	No	Timestamp indicating when the bookmark was first created in the Vault system.
Last Modified By	String	True	No	Username or identifier of the user who most recently updated or modified the bookmark record.
Last Modified Date	Datetime	True	No	Timestamp indicating the last time the bookmark record was modified in Vault.
Display Configuration	String	False	No	References a saved UI display setup that controls which fields and layouts are used when rendering the bookmarked view.
Field Criteria	String	False	No	Serialized filtering logic applied to determine which records are shown when accessing the bookmarked view. May include field names, operators, and values.
Mobile ID	String	False	No	Unique identifier used by the Vault mobile application to sync or track this bookmark across devices.
Sort Definition	String	False	No	Defines the field or fields and corresponding sort direction used to order records in the bookmarked view (for example, namev:asc, created_datev:desc).
Owner	String	False	No	Reference to the user, group, or role who owns the bookmark and has control over its visibility and sharing.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to map this bookmark to a pre-existing record, aiding in data migration and system integration.

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BPRParameters

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the BPR Parameters record, used as the primary key within the system.
Print_Parameters_Type	String	False	No	Specifies the type of print configuration or parameter set applied for the batch production record.
Name	String	False	No	Descriptive name assigned to the BPR Parameters configuration, typically user-defined.
Status	String	False	No	Current lifecycle status of the record, such as Active, Inactive, or Archived, indicating availability or usage state.
Created_By	String	False	No	Username or identifier of the individual or system that initially created the BPR Parameters record.
Created_Date	Datetime	False	No	Timestamp capturing the exact date and time the record was created.
Last_Modified_By	String	False	No	Username or identifier of the last user to modify the record, used for tracking data changes.
Last_Modified_Date	Datetime	False	No	Date and time of the most recent update to the BPR Parameters record.
BOM_Added_1	String	False	No	Indicates whether the first Bill of Materials (BOM) entry has been added to the batch record.
BOM_Description_1	String	False	No	Textual description of the first BOM item, summarizing its composition or purpose in the batch process.
BOM_Mass_1	String	False	No	Mass of the first BOM component, usually provided in grams, kilograms, or another relevant unit.
BOM_Material_1	String	False	No	Material identifier or name for the first BOM item, typically sourced from an approved materials list.
BOM_PPMDS_1	String	False	No	Reference to the PPMDS (Product and Process Material Data Sheet) associated with the first BOM component.
BOM_Quantity_1	String	False	No	Quantity of the first BOM item required or used in the batch production, excluding units.
BOM_UOM_1	String	False	No	Unit of measure (UOM) for the quantity of the first BOM component, such as g, kg, L, or mL.
BOM_Verified_1	String	False	No	Status flag or name of verifier confirming the accuracy or presence of the first BOM item.
BOM_Total_Mass	String	False	No	Calculated total mass of all BOM components combined in the batch production.
Change_Description	String	False	No	Detailed notes describing any changes made to the BOM or process parameters, including rationale.
Control_Mechanism	String	False	No	Defined process control or quality assurance mechanism applied during batch processing.
BOM_Description_2	String	False	No	Description of the second BOM item used in the batch, explaining its function or contents.
BOM_Description_3	String	False	No	Description of the third BOM component included in the batch process.
BOM_Description_4	String	False	No	Textual detail for the fourth BOM item, highlighting its characteristics or purpose.
BOM_Description_5	String	False	No	Narrative summary of the fifth BOM material, typically including its role or formulation details.
BOM_Material_2	String	False	No	Material code or label for the second BOM entry associated with the production record.
BOM_Material_3	String	False	No	Identifier or label for the third BOM material.
BOM_Material_4	String	False	No	Material name or code used for the fourth BOM item in the list.
BOM_Material_5	String	False	No	Fifth BOM material identifier, referencing the specific input used in manufacturing.
BOM_UOM_3	String	False	No	Unit of measure applied to the third BOM item's quantity value.
BOM_UOM_4	String	False	No	Measurement unit used for the fourth BOM quantity, such as g, kg, mL, or L.
BOM_Mass_2	String	False	No	Weight or mass value assigned to the second BOM item, reflecting physical input to production.
BOM_Mass_3	String	False	No	Third BOM item's total weight, used in calculations and compliance tracking.
BOM_Mass_4	String	False	No	Mass of the fourth BOM component, expressed in its standard unit of measurement.
BOM_Mass_5	String	False	No	Fifth BOM component's mass, important for formulation and balance tracking.
BOM_UOM_2	String	False	No	Unit of measure for the second BOM entry, clarifying how the associated quantity should be interpreted.
BOM_UOM_5	String	False	No	Measurement unit for the fifth BOM material, used to validate quantity compliance and formulation accuracy.

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BrandPlans

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the brand plan record within the system. This ID is typically auto-generated and used internally to reference the row.
Brand Plan Type	String	True	No	Specifies the type or classification of the brand plan, based on a predefined object type within the Vault configuration.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the brand plan record across multiple Vaults or integrations.
Link	String	False	No	System-managed hyperlink or reference that enables direct access to the brand plan record in the Vault user interface.
Name	String	False	No	Human-readable name or title assigned to the brand plan, used to identify the plan within user-facing lists and reports.
Status	String	False	No	Indicates the current lifecycle state of the brand plan, such as Draft, In Review, Approved, or Obsolete, as configured in Vault.
Created By	String	True	No	Username or user identifier of the individual who initially created the brand plan record in the system.
Created Date	Datetime	True	No	Timestamp indicating when the brand plan record was first created, stored in Coordinated Universal Time (UTC).
Last Modified By	String	True	No	Username or user identifier of the individual who last modified the brand plan record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update to the brand plan record. This is useful for tracking changes and audit trails.
Description	String	False	No	Detailed explanation or summary of the brand plan's purpose, scope, or key components, entered by the user.
External ID	String	False	No	Identifier originating from an external system, used for integrations or data synchronization with third-party applications.
Legacy CRM Id	String	False	No	Identifier carried over from a legacy Customer Relationship Management (CRM) system, if the brand plan was migrated.
Detail Group	String	False	No	Optional field used to group brand plans by a shared detail category or business segmentation, often for reporting purposes.
Product	String	False	No	The specific product associated with the brand plan, typically linked to a Vault Product object or picklist.
Owner	String	False	No	Identifier of the user or group responsible for maintaining or overseeing the brand plan, typically aligns with Vault ownership permissions.

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BrickHierarchy

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Brick Hierarchy record, used as the primary key to distinguish each entry in the dataset.
Global ID	String	True	No	System-generated global identifier used to uniquely reference the Brick Hierarchy record across the entire Veeva Vault environment.
Link	String	False	No	Internal system link that references the specific Brick Hierarchy record within the platform for cross-record access or navigation.
Name	String	False	No	User-defined name of the brick within the hierarchy, typically representing a geographic or organizational unit relevant to territory planning or segmentation.
Status	String	False	No	Current lifecycle status of the Brick Hierarchy record, such as Active, Inactive, or Draft, used to indicate its availability or stage in the workflow.
Created By	String	True	No	Username or identifier of the user who originally created the Brick Hierarchy record in the system.
Created Date	Datetime	True	No	Timestamp indicating when the Brick Hierarchy record was first created, recorded in Vault's standard date-time format.
Last Modified By	String	True	No	Username or identifier of the user who last updated the Brick Hierarchy record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification made to the Brick Hierarchy record, allowing for version tracking and auditability.
Parent Brick	String	False	No	Identifier of the parent brick in the hierarchy, establishing a nested structure that supports multi-level territory management.
Owner	String	False	No	Vault user or group responsible for managing the Brick Hierarchy record, often used for security, reporting, and workflow routing.
Legacy CRM Id	String	False	No	Identifier imported from a legacy Customer Relationship Management (CRM) system, retained for mapping historical records or ensuring backward compatibility during system migration.

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Bureaus

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Bureau record within the Veeva Vault system.
Global ID	String	True	No	System-generated global identifier used to uniquely reference the Bureau record across multiple Vault instances or integrations.
Link	String	False	No	System-generated URL or reference link pointing directly to the Bureau record in the Veeva Vault user interface.
Bureau Name	String	False	No	The display name of the Bureau as entered by the user, typically representing a geographic or operational division.
Status	String	False	No	Current state of the Bureau record, such as Active, Inactive, or Archived, indicating whether the Bureau is in use.
Created By	String	True	No	Username of the user who initially created the Bureau record in the Vault platform.
Created Date	Datetime	True	No	Date and time when the Bureau record was first created in the system.
Last Modified By	String	True	No	Username of the user who most recently updated the Bureau record.
Last Modified Date	Datetime	True	No	Timestamp marking the most recent update to the Bureau record, including metadata or field changes.
API_Type	String	False	No	Custom field indicating the classification or source system of the API integration used with the Bureau, if applicable.
Salesforce_Security_Token	String	False	No	Token required to authenticate API access to Salesforce from Veeva Vault when this Bureau is integrated with a Salesforce instance.
Salesforce_Username	String	False	No	Salesforce username associated with the Bureau's integration settings, used for authentication and record synchronization.
Legacy CRM Id	String	False	No	Identifier carried over from a legacy Customer Relationship Management (CRM) system prior to integration with Veeva Vault, used for traceability and historical reference.

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BusinessAreas

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the business area record, typically assigned by the system to ensure consistent tracking and reference.
Name	String	False	No	The name of the business area, used to label and differentiate organizational domains or divisions within the Veeva Vault system.
Status	String	False	No	Indicates the current state of the business area, such as Active, Inactive, or Archived, which determines its availability and relevance in workflows.
Created_By	String	False	No	The username or system identifier of the user who originally created the business area entry in the Vault environment.
Created_Date	Datetime	False	No	The date and time when the business area record was first created, stored in Coordinated Universal Time (UTC) format.
Last_Modified_By	String	False	No	The username or system identifier of the user who last modified the business area record, allowing for auditability and change tracking.
Last_Modified_Date	Datetime	False	No	The date and time when the business area record was most recently updated, stored in Coordinated Universal Time (UTC) format.

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BusinessEvents

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier assigned to each business event record within the system.
Business Event Type	String	True	No	Specifies the type or category of the business event, used to distinguish among various operational or promotional event classifications.
Global ID	String	True	No	System-generated unique global identifier used to maintain cross-system traceability and ensure entity uniqueness across Vault instances.
Link	String	False	No	System-generated link or reference URL pointing to the business event record in Vault.
Business Event Name	String	False	No	The user-defined title or label for the business event, used to identify and display the event throughout the user interface.
Status	String	False	No	Indicates the current lifecycle status of the business event, such as Active, Inactive, or Retired.
Created By	String	True	No	Username or identifier of the individual who originally created the business event record.
Created Date	Datetime	True	No	Timestamp capturing the exact date and time the business event record was created in Vault.
Last Modified By	String	True	No	Username or identifier of the individual who last modified the business event record.
Last Modified Date	Datetime	True	No	Timestamp reflecting the most recent modification made to the business event record.
Active	Bool	False	No	Boolean flag indicating whether the business event is currently active (true) or inactive (false) within the system.
Date Parameter	Decimal	False	No	Numeric value representing a configurable date-related parameter associated with the business event, typically used for rule-based workflows or reporting.
Description	String	False	No	Detailed textual explanation or summary providing context or background about the business event.
End Date	Date	False	No	Defines the official end date of the business event, used to determine its lifecycle and relevance in reporting.
ExternalID	String	False	No	External system identifier used to reference the business event in integrated platforms or third-party applications.
Issue Date	Date	False	No	Date on which the business event or its associated documentation was formally issued or published.
Number of Pages	Decimal	False	No	Numeric count of pages associated with the event, often used when linked documents are included.
Product Launch Date	Date	False	No	Date on which the related product is scheduled to be or was launched, typically tied to event timing or strategy.
Start Date	Date	False	No	Defines the official start date of the business event, marking the beginning of its active lifecycle.
Product	String	False	No	Name or identifier of the product associated with the business event, establishing the commercial or operational focus of the event.
Owner	String	False	No	Identifier of the user, team, or group responsible for managing the business event record.
Legacy CRM Id	String	False	No	Historical identifier imported from a legacy Customer Relationship Management (CRM) system, used for reference or backward compatibility during migration.

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BusinessEventTargets

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the business event target record.
Business Event Target Type	String	True	No	Indicates the specific type or classification of the business event target, such as a person, organization, or other target entity, as defined in the Vault object type metadata.
Global ID	String	True	No	System-wide globally unique identifier used for cross-environment or cross-system reference of the business event target.
Link	String	False	No	System-generated URL or reference pointer that links directly to the business event target record in the Vault system.
Business Event Target Name	String	True	No	The name of the business event target entity as displayed in Vault. This could be a person, institution, or other named target.
Status	String	False	No	The current lifecycle state of the business event target record (such as Active, Inactive, or Archived) within Vault's status model.
Created By	String	True	No	The user who initially created the business event target record in Vault, captured from Vault's system metadata.
Created Date	Datetime	True	No	The timestamp indicating when the business event target record was created in the Vault system.
Last Modified By	String	True	No	The user who last modified the business event target record, as recorded in Vault's system metadata.
Last Modified Date	Datetime	True	No	The date and time when the business event target record was last updated in Vault.
External ID	String	False	No	An optional identifier used to associate the business event target with an external system, such as a Customer Relationship Management (CRM) or third-party platform.
Next Visit Date	Date	False	No	The scheduled or anticipated date for the next interaction or visit associated with the business event target.
Pre Explain Date	Date	False	No	The date on which the pre-explanation activity was completed or scheduled for the business event target, typically preceding a primary visit or event.
Purchase Date	Date	False	No	The date when a purchase related to the business event target was made, often used for tracking sales or follow-up cycles.
Remaining Calls	Decimal	False	No	The number of planned or allowable calls or interactions still remaining with this business event target, based on business logic or call limits.
Account	String	False	No	Reference to the associated account record in Vault that the business event target is linked to, typically identified by a Vault object reference.
Business Event	String	False	No	Reference to the parent business event associated with this target, establishing the link between the event and the target record.
Account Name	String	True	No	The display name of the account associated with the business event target, used for reporting or human-readable output.
Legacy CRM Id	String	False	No	Identifier from a legacy CRM system that was used to track this business event target prior to migration into Vault.

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CalendarEvents

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the calendar event record, used as the primary key within the system.
Calendar Event Type	String	True	No	Specifies the classification or category of the calendar event, as defined by the Vault object type.
Global ID	String	True	No	System-generated globally unique identifier used to reference this calendar event across integrations and environments.
Link	String	False	No	System-defined link that provides a direct URL reference to the calendar event record in Vault.
Name	String	False	No	The display name or title assigned to the calendar event, typically used for identification in user interfaces.
Status	String	False	No	Current state of the calendar event such as Draft, Scheduled, Completed, or Cancelled, as managed in Vault.
Created By	String	True	No	Username or identifier of the user who initially created the calendar event in the system.
Created Date	Datetime	True	No	Timestamp indicating when the calendar event record was first created in Vault.
Last Modified By	String	True	No	Username or identifier of the user who last updated the calendar event record.
Last Modified Date	Datetime	True	No	Timestamp capturing the most recent modification date and time of the event record.
Description	String	False	No	Detailed textual description providing additional context, notes, or summary about the calendar event.
End Date	Date	False	No	The calendar date on which the event is scheduled to conclude or has ended.
End Time	String	False	No	Local time value representing when the calendar event finishes, formatted as a string.
External ID	String	False	No	Optional identifier used to link this calendar event to an external system such as a Customer Relationship Management (CRM) or scheduling platform.
Important	Bool	False	No	Boolean flag indicating whether the event is marked as important or high priority.
Start Date	Date	False	No	The calendar date on which the event is scheduled to begin or has begun.
Start Time	String	False	No	Local time value representing when the calendar event starts, formatted as a string.
Time Zone	String	False	No	Time zone designation in which the event is scheduled to take place, affecting start and end time interpretation.
Legacy CRM Id	String	False	No	Identifier carried over from legacy CRM systems, used to maintain continuity in historical data mappings.
Calendar	String	False	No	Reference to the calendar entity to which this event belongs, enabling grouping or filtering of related events.

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Calendars

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the calendar record within the Veeva Vault environment.
Calendar Type	String	True	No	Specifies the type of calendar object, such as promotional, medical, or business event calendars, identified by the Vault object type code.
Global ID	String	True	No	System-generated globally unique identifier used across Vault environments for reference and data synchronization.
Link	String	False	No	System-generated URL or identifier that provides a direct link to the calendar record in the Vault user interface.
Name	String	False	No	Descriptive name of the calendar used for identification and display purposes in Vault interfaces.
Status	String	False	No	Current lifecycle state of the calendar record, such as Active, Inactive, or Archived, indicating its availability or validity.
Created By	String	True	No	Username or identifier of the user who originally created the calendar record.
Created Date	Datetime	True	No	Timestamp capturing the exact date and time when the calendar record was first created in the Vault system.
Last Modified By	String	True	No	Username or identifier of the user who last modified the calendar record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update made to the calendar record.
External ID	String	False	No	Custom external identifier used to link or reference this calendar record from third-party systems or integrations.
Calendar Status	String	False	No	User-defined or business-defined status that reflects the current operational state of the calendar, separate from the system status.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to reference this calendar, allowing backward compatibility or historical integration.
User Country	String	False	No	Country code representing the geographic context or locale of the calendar, used in filtering, reporting, or region-specific workflows.
Owner	String	False	No	Identifier of the user or group responsible for managing the calendar, typically used for access control or workflow routing.

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CallClickstreams

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the call clickstream record, typically generated by the system.
Global ID	String	True	No	System-level global identifier that uniquely distinguishes this record across vaults and integrations.
Link	String	False	No	Internal system link or reference URL that connects to the specific call clickstream entry.
Call Clickstream Name	String	True	No	The display name of the clickstream event as defined in the Vault interface.
Status	String	False	No	Indicates the current lifecycle state of the clickstream record, such as active, archived, or under review.
Created By	String	True	No	Username or ID of the user who originally created this clickstream record.
Created Date	Datetime	True	No	Timestamp when the clickstream record was first created in the system.
Last Modified By	String	True	No	Username or ID of the user who last updated the record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to this record.
Answer	String	False	No	The response selected or entered by the user during a survey or interactive content.
Auxillary Id	String	False	No	An optional or legacy identifier used to reference this record in external systems.
CLM ID	String	False	No	Identifier for the Closed Loop Marketing (CLM) session associated with this clickstream entry.
Mobile ID	String	False	No	Unique identifier from the mobile client that captured this clickstream event.
Parent Id	String	False	No	Identifier of the parent record, allowing for hierarchical linkage in nested clickstream data.
Popup Opened	Bool	False	No	Indicates whether a popup element was opened during the user's interaction with the presentation.
Possible Answers	String	False	No	A comma-separated list of all potential answer choices presented to the user (for example, Yes, No, Maybe).
Presentation ID	String	False	No	Reference ID of the CLM presentation shown during the call where the clickstream was logged.
Survey Question	String	False	No	The actual question text displayed to the user as part of the survey or content.
Range Value	String	False	No	A value representing a selected range in a slider or similar range-based input component.
Revision	Decimal	False	No	The numeric revision value associated with the current version of the clickstream record.
Rollover Entered	Bool	False	No	Indicates whether the user performed a mouse rollover action on the tracked element.
Selected Items	String	False	No	Comma-separated values representing multiple selections made by the user (for example, Option A, Option B).
Survey Type	String	False	No	The type or category of survey that was used in the clickstream interaction, such as HCP feedback or training.
Text Entered	String	False	No	Free-form text entered by the user in response to a survey or content prompt.
Toggle Button On	Bool	False	No	Boolean flag that indicates if a toggle button was switched on during the interaction.
Track Element Description	String	False	No	Descriptive text for the interactive element that was tracked during the call or presentation.
Track Element Id	String	False	No	Unique identifier for the element being tracked, such as a button, image, or hotspot.
Track Element Type	String	False	No	Type classification of the tracked element, such as button, image, or link.
Usage Duration	Decimal	False	No	Duration in seconds that the tracked element was actively used or viewed during the session.
Usage Start Time	Datetime	False	No	The timestamp marking when usage of the tracked element began.
Call	String	False	No	Reference to the call record in which the clickstream activity was captured.
Key Message	String	False	No	The key marketing or educational message associated with this clickstream record.
Product	String	False	No	The product being promoted or discussed in relation to this clickstream entry.
Legacy CRM Id	String	False	No	An identifier from a legacy Customer Relationship Management (CRM) system that references the corresponding call clickstream.

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CallCycleEntries

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the call cycle entry record, typically used internally by the system.
Global ID	String	True	No	System-assigned global identifier that uniquely distinguishes the record across environments, used for integration and deduplication.
Link	String	False	No	System-generated hyperlink reference pointing to the detailed view of the call cycle entry record.
Call Cycle Entry Name	String	True	No	User-defined or system-generated name of the call cycle entry, used to easily identify and differentiate records in user interfaces and reports.
Status	String	False	No	Current lifecycle state of the call cycle entry, such as Planned, Completed, or Cancelled, which determines workflow visibility and reporting.
Created By	String	True	No	Username or system ID of the user who originally created the call cycle entry record.
Created Date	Datetime	True	No	Timestamp indicating when the call cycle entry record was initially created in the system.
Last Modified By	String	True	No	Username or system ID of the user who last updated the call cycle entry.
Last Modified Date	Datetime	True	No	Timestamp reflecting the last time the call cycle entry record was modified, used for audit and tracking purposes.
Color	String	False	No	Optional color label assigned to the call cycle entry, which can be used in calendar views for categorization or prioritization.
Day Title	String	False	No	Descriptive title representing the day associated with the call cycle entry, such as ‘Monday AM Block' or ‘Field Visit Day'.
Day of Week	String	False	No	Day of the week for which the call cycle entry is scheduled, such as Monday, Tuesday, etc.
Duration	Decimal	False	No	Length of time (in hours or minutes) allocated to this call cycle entry, used for scheduling and workload calculations.
Mobile ID	String	False	No	Identifier used by mobile devices to uniquely track this call cycle entry during synchronization between mobile and server environments.
Start Time	String	False	No	Scheduled start time of the call cycle entry, typically formatted as HH:MM, indicating when the activity begins.
Week	Decimal	False	No	Numerical representation of the week within a calendar cycle or call cycle period, used for sequencing and analytics.
Account	String	False	No	Reference to the primary account associated with the call cycle entry, typically a healthcare professional or organization.
Child Account	String	False	No	Optional reference to a subordinate or affiliated account related to the primary account, used in hierarchical account structures.
Product Priority 1	String	False	No	Top-priority product to be discussed or promoted during the call cycle activity. This can influence content shown in the call plan.
Product Priority 2	String	False	No	Second-priority product scheduled for mention during the call cycle, which supports multi-product detailing.
Product Priority 3	String	False	No	Third-priority product included in the agenda for this call cycle activity, if applicable.
Product Priority 4	String	False	No	Fourth-priority product for this call cycle entry, typically used when multiple products are to be addressed in a single session.
Product Priority 5	String	False	No	Fifth-priority product to be covered in the call cycle entry, which is the lowest in planned promotional hierarchy for this visit.
Owner	String	False	No	User or system account assigned ownership of the call cycle entry, which determines permissions, visibility, and reporting responsibility.
Legacy CRM Id	String	False	No	Identifier referencing the equivalent record in a legacy Customer Relationship Management (CRM) system, used for backward compatibility or migration tracing.

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CallErrors

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the call error entry, used internally by Veeva Vault to reference this specific record.
Global ID	String	True	No	System-generated global identifier that uniquely identifies this call error record across all Vault environments.
Link	String	False	No	Direct system link to the call error record, used for navigation or reference in Vault UI or API.
Call Error Name	String	True	No	Descriptive name of the call error as recorded in the Vault system, typically aligned with the error type or message.
Status	String	False	No	Current status of the call error record, such as Active, Inactive, or Resolved, depending on Vault's lifecycle configuration.
Created By	String	True	No	Username or system account that originally created this call error entry in Vault.
Created Date	Datetime	True	No	Date and time when the call error record was first created in the system.
Last Modified By	String	True	No	Username or process that last modified the call error record.
Last Modified Date	Datetime	True	No	Date and time when the call error entry was most recently updated in Vault.
Account	String	False	No	Reference to the account associated with the failed or erroneous call, typically tied to a healthcare professional or organization.
Call Datetime	Datetime	False	No	Timestamp indicating when the original call event took place, prior to the error being logged.
Call Type	String	False	No	Type or classification of the original call that resulted in an error, such as In-Person, Phone, or Virtual.
Cause	String	False	No	Explanation or root cause of the error, often derived from processing failures, validation errors, or missing data.
XML Text	String	False	No	Raw XML payload or content associated with the call error, typically captured during data transmission or API interaction.
User	String	False	No	Vault user who executed the call or initiated the process that generated the error.
Owner	String	False	No	Internal Vault identifier for the record owner responsible for managing or resolving the call error.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system that can have originated the call data, used for traceability or data migration tracking.

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CallFollowupTasks

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the follow-up task record within the Vault environment.
Global ID	String	True	No	Globally unique system identifier assigned to the follow-up task for cross-environment data consistency.
Link	String	False	No	URL or reference link that provides direct access to the follow-up task record in the Vault UI.
Name	String	False	No	User-defined name or title that identifies the follow-up task in the Vault interface.
Status	String	True	No	Current task status indicating its progress, such as Not Started, In Progress, or Completed.
Created By	String	True	No	Username of the user who initially created the follow-up task record in Vault.
Created Date	Datetime	True	No	Timestamp indicating when the follow-up task was originally created in the system.
Last Modified By	String	True	No	Username of the user who last modified the follow-up task record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update made to the follow-up task.
Assigned To	String	False	No	User or team currently responsible for completing the follow-up task.
Due Date	Date	False	No	Deadline date by which the follow-up task is expected to be completed.
First Assigned Date	Datetime	True	No	Timestamp of the first time the task was assigned to a user or group.
Last Assigned Date	Datetime	True	No	Most recent timestamp when the task was reassigned or updated in terms of ownership.
Completion Date	Datetime	False	No	Timestamp marking when the task was marked as completed within the system.
Complete	Bool	False	No	Boolean flag indicating whether the follow-up task has been completed (true) or not (false).
Priority	Decimal	False	No	A numeric value representing the priority level of the task. Higher values indicate greater urgency.
Assigned	Bool	True	No	Boolean value indicating if the task is currently assigned to any user or group (true) or not (false).
Description	String	False	No	Detailed narrative or context provided by the user describing the purpose or content of the follow-up task.
Lifecycle	String	True	No	Name of the lifecycle associated with the task, defining its state transitions and governance rules.
Lifecycle State	String	True	No	Current state of the task within its assigned lifecycle, such as Draft, Approved, or Completed.
Lifecycle State Stage ID	String	True	No	System-generated identifier for the current stage within the lifecycle state hierarchy.
Lifecycle Stage	String	True	No	Label or name representing the current stage in the lifecycle of the task.
Account	String	False	No	Reference to the customer account associated with the follow-up task.
Call	String	False	No	Identifier of the call record to which the follow-up task is related.
Product	String	False	No	Product reference associated with the task, indicating the focus or subject of the follow-up.
Mobile ID	String	False	No	Unique identifier used by the mobile application to track and synchronize the follow-up task record.

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CallFollowupTemplates

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the call follow-up template record.
Global ID	String	True	No	Globally unique identifier automatically assigned by the system to ensure consistency across different environments.
Link	String	False	No	System-generated URL or reference link used for accessing the specific template record.
Call Followup Template Name	String	False	No	User-defined name for the follow-up template used to schedule post-call tasks.
Status	String	False	No	Current lifecycle status of the template, such as Active, Inactive, or Retired.
Created By	String	True	No	Username or identifier of the person who originally created the follow-up template.
Created Date	Datetime	True	No	Date and time when the follow-up template record was first created in the system.
Last Modified By	String	True	No	Username or identifier of the user who most recently modified the template.
Last Modified Date	Datetime	True	No	Date and time of the last update to the follow-up template record.
Assign to Creator	Bool	False	No	Indicates whether the task generated from this template should be automatically assigned to the template creator (true or false).
Days Before Due	Decimal	False	No	Number of days in advance of the task's due date the task should be generated or triggered.
Default Task	Bool	False	No	Boolean value specifying whether this template is set as the default follow-up task template.
Send Notification Email	Bool	False	No	Specifies whether an email notification should be sent when the follow-up task is assigned or triggered (true or false).
Default Assignee	String	False	No	Default user assigned to tasks generated from this template, typically defined by username or user ID.
Owner	String	False	No	User or group ID representing the owner of the follow-up template record, typically responsible for maintenance or governance.
Legacy CRM Id	String	False	No	Identifier used to map or reference this record in legacy Customer Relationship Management (CRM) systems for migration or integration purposes.
Language	String	False	No	Language in which the follow-up template content is defined, useful for multilingual deployments.
Detail Group	String	False	No	Associated detail group that categorizes or groups follow-up tasks for reporting or organizational purposes.
Account	String	False	No	Reference to the account related to the follow-up task, typically linked to a healthcare provider or organization.
Product	String	False	No	Name or ID of the product associated with the follow-up task, often used for product-specific follow-ups.
Assigned To	String	False	No	User ID or name of the individual to whom the follow-up task is currently assigned.
Description	String	False	No	Free-text description providing additional context or notes about the purpose and usage of the follow-up template.
Due Date	Date	False	No	Date by which the follow-up task should be completed, calculated based on the 'Days Before Due' setting.

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CallObjectives

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the call objective record within the Veeva Vault system.
Call Objective Type	String	True	No	Specifies the predefined type of objective associated with the call, mapped to the object_type__v field.
Global ID	String	True	No	System-generated global identifier used to uniquely reference this record across environments.
Link	String	False	No	System-level hyperlink reference to directly access the record in the Veeva Vault interface.
Name	String	True	No	Primary label or title given to the call objective for identification purposes.
Status	String	False	No	Current lifecycle state or workflow status of the call objective, such as Draft, Approved, or Completed.
Created By	String	True	No	Username or identifier of the user who initially created the call objective record.
Created Date	Datetime	True	No	Timestamp indicating when the call objective was first created in the system.
Last Modified By	String	True	No	Username or identifier of the last user who updated the record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification made to the call objective.
CLM Messaging	String	False	No	Specifies the CLM (Closed Loop Marketing) message or content associated with this objective, if applicable.
Comment	String	False	No	Optional text field used to capture internal notes or context-specific comments about the call objective.
Completed	Bool	False	No	Boolean flag indicating whether the call objective has been completed (true) or not (false).
Date	Datetime	False	No	Date and time the objective was either scheduled or completed, depending on workflow stage.
Delivery Method	String	False	No	Defines the method used to deliver the objective, such as In Person, Phone, or Email.
Display Order	String	False	No	Sequence value used to control the order in which this objective appears in a list or report.
From	Date	False	No	Start date indicating when the objective becomes active or relevant.
Information	String	False	No	Additional information or supplementary details related to the call objective.
Inventory Monitoring Type	String	False	No	Specifies the inventory monitoring type associated with the call, if applicable.
Mobile ID	String	False	No	Unique identifier used by the mobile application to track the call objective record offline.
Name2	String	False	No	Secondary title or heading for the call objective, often used for sorting or display purposes.
Non Executable	Bool	False	No	Boolean flag indicating whether this objective cannot be executed due to certain conditions (true) or not (false).
Number Of PIs	Decimal	False	No	Numeric field capturing the number of Principal Investigators (PIs) associated with this objective.
Number Of Patients	Decimal	False	No	Estimated or reported number of patients relevant to the objective, useful for monitoring reach or impact.
On by default	Bool	False	No	Indicates whether the objective is automatically included by default in new calls (true) or must be manually added (false).
One click completion	Bool	False	No	Boolean that enables the objective to be marked complete with a single user action in the UI.
Pre-Explain	Bool	False	No	Indicates whether the user is expected to explain this objective to the recipient before proceeding.
Recurring	Bool	False	No	Denotes whether this objective is part of a recurring schedule or repeat engagement pattern.
Suggestion Reason	String	False	No	Describes the rationale or business logic behind suggesting this objective for inclusion in a call.
To	Date	False	No	The end date associated with the call objective, representing the deadline by which the objective should be completed or reviewed.
Visibility	String	False	No	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	No	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	No	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	No	Specifies the tactical approach linked to the account plan, detailing the actions or methods being pursued through the call objective.
Account	String	False	No	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	No	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	No	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	No	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	No	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	No	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	No	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	No	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	No	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	No	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	No	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	No	Captures any suggested actions or insights tied to the call objective, often generated from system logic, analytics, or previous field interactions.
Owner	String	False	No	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	No	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	No	Specifies the stakeholder linked to the call objective, identifying key individuals involved in the decision-making or approval process.
Business Event Target	String	False	No	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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Calls

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the call record within the Veeva Vault system. This is typically used as the primary key for referencing individual call entries.
Call Object Type	String	True	No	Indicates the Vault object type associated with this call record. This usually reflects the metadata structure or template used to define the record.
Global ID	String	True	No	System-generated globally unique identifier (GUID) for the call record. Ensures uniqueness across environments and supports integrations.
Link	String	False	No	Internal system link or reference to the full Vault record. Often used in integrations or UI redirections.
Call Name	String	True	No	The descriptive name assigned to the call. This value can be manually set by users or generated based on a template.
Status	String	True	No	Current status of the call, such as Planned, Completed, or Cancelled. This is used to track the call's lifecycle.
Created By	String	True	No	Username or identifier of the Vault user who initially created the call record.
Created Date	Datetime	True	No	Timestamp capturing when the call record was first created in the system.
Last Modified By	String	True	No	Username or identifier of the user who last modified the call record. Helps with auditing and traceability.
Last Modified Date	Datetime	True	No	Timestamp for the most recent update to the call record. This is useful for synchronization and audit purposes.
ASSMCA	String	False	No	Field specific to Puerto Rico's ASSMCA reporting requirements. This is used to indicate call compliance with regulatory tracking.
Activity Type	String	False	No	Specifies the nature of the interaction conducted during the call, such as detailing, sampling, or discussion.
Add Detail	String	False	No	Indicates whether additional product details were provided during the call. This is typically a flag or status field.
Add Key Message	String	False	No	Indicates whether key marketing or medical messages were presented during the call interaction.
Address Line 1	String	False	No	First line of the address where the call took place. May contain street address or facility name.
Address Line 2	String	False	No	Second line of the address for supplementary location details, such as suite number or building.
Address	String	False	No	Full formatted address string combining all available address components. This is useful for display or reporting.
Allowed Products	String	False	No	List of products that are authorized or permitted to be discussed or used during the call. Values are typically separated by commas.
Assignment Datetime	Datetime	False	No	Date and time when the call was assigned to a user or representative. Supports workload tracking and call scheduling.
Attendee Post Status	String	False	No	Represents the status assigned to an attendee after the call, indicating follow-up actions or acknowledgments specific to their role or response.
Attendee Type	String	False	No	Specifies the role or category of each attendee in the call, such as healthcare professional (HCP), sales representative, or support staff, used for classification and reporting purposes.
Other Non-HCP Attendees	String	False	No	A comma-separated list of names or identifiers for attendees who are not healthcare professionals, such as office staff or administrative personnel, captured during the call.
Attendees	Decimal	False	No	Indicates the total number of attendees present at the call, including both HCPs and non-HCP participants, used for engagement tracking and compliance validation.
CDS Expiration Date	Date	False	No	The expiration date of the Controlled Document Set (CDS) that was referenced or presented during the call, ensuring up-to-date materials are used in interactions.
CDS #	String	False	No	A unique identifier or reference number assigned to the Controlled Document Set (CDS), enabling traceability and version control for materials shared during the call.
Chat Summary	String	False	No	A free-text summary of any chat messages exchanged during or in relation to the call, providing context or follow-up notes about the interaction.
CLM Location Latitude	Double	False	No	Represents the latitude coordinate where Closed Loop Marketing (CLM) content was launched, used for geolocation and activity auditing.
CLM Location Longitude	Double	False	No	Represents the longitude coordinate where CLM content was launched, enabling precise geospatial tracking of CLM usage.
CLM Location Services Status	String	False	No	Indicates whether location services were enabled when CLM content was accessed, with values such as Enabled, Disabled, or Unavailable for audit purposes.
CLM	Bool	False	No	A boolean flag indicating whether CLM content was launched during the call, helping measure digital content engagement.
Channel	String	False	No	Describes the communication medium used for the call, such as In Person, Phone, Email, or Virtual, used for segmentation and analytics.
Comments	String	False	No	Free-text notes added by the user to provide context, observations, or remarks about the call, often used for internal reference or compliance documentation.
Date	Date	False	No	The date on which the call occurred, used for chronological reporting, scheduling analysis, and regulatory tracking.
Datetime	Datetime	False	No	The precise timestamp capturing both date and time of when the call was conducted, supporting chronological audits and activity sequencing.
Call Type	String	False	No	Classifies the nature of the call, such as Detail, Sample Drop, or Medical Inquiry, based on predefined business rules or user input.
Check In Latitude	Double	False	No	Represents the latitude coordinate where the user checked in for the call, supporting compliance with location-based activity tracking.
Check In Location Services Status	String	False	No	Indicates whether location services were active at the time of check-in, providing insight into data accuracy and user permissions.
Check In Longitude	Double	False	No	Geographical longitude recorded at the time of check-in, typically captured via the device's GPS during a call event.
Check In Status	String	False	No	Status indicating whether the check-in for the call was successfully completed, pending, or failed. This is used to track user activity compliance.
Check In Timestamp	Decimal	False	No	Precise timestamp denoting when the check-in occurred, stored in UNIX or epoch format for accurate time-based queries.
Child Account Id	String	False	No	Identifier for the subordinate or related account associated with the primary account on the call record. This is used in account hierarchies.
City	String	False	No	City associated with the call location, typically derived from the address of the facility or account visited.
CoBrowse Session	String	False	No	Session ID for the co-browsing interaction that took place during the call. Supports remote engagement scenarios with healthcare professionals.
Participant URL	String	False	No	URL used by the participant to join a co-browse session, enabling synchronized navigation and screen sharing.
Presenter URL	String	False	No	URL used by the presenter to initiate and control a co-browse session during a remote call.
Color	String	False	No	Color value used to visually represent the call or its category in user interfaces such as calendars or dashboards.
Concur Report Name	String	False	No	Name of the Concur expense report associated with the call, linking expense data to Veeva activity.
Credentials	String	False	No	Professional credentials of the attendee or user involved in the call, such as MD, NP, or PharmD. This is used for compliance and targeting.
Created By Platform	String	False	No	Platform or system through which the call record was created, such as iPad, web, or integration API.
DEA Address Line 1	String	False	No	Primary street address where the DEA-registered activities took place, used in validation of controlled substance interactions.
DEA Address Line 2	String	False	No	Secondary address field for DEA registration, capturing additional location information if needed.
DEA City	String	False	No	City portion of the address associated with the DEA-registered facility or professional.
DEA Expiration Date	Date	False	No	Expiration date of the DEA registration, used to verify whether prescribers are authorized at the time of call.
DEA State	String	False	No	State code from the address of the DEA-registered site, used for jurisdictional validation.
DEA Zip 4	String	False	No	The extended ZIP code (ZIP+4) for the DEA address, improving postal accuracy and regional tracking.
DEA Zip	String	False	No	Base ZIP code of the DEA-registered address, used in location-based reporting and filtering.
DEA #	String	False	No	Represents the Drug Enforcement Administration (DEA) registration number associated with the healthcare provider involved in the call. This number is used to uniquely identify entities authorized to prescribe or handle controlled substances.
Detailed Products	String	False	No	List of all individual products discussed or promoted in detail during the call, as recorded in the call entry.
Disbursed To	String	False	No	Name or identifier of the recipient to whom the disbursement was made during or as part of the call activity.
Disbursement Created	Bool	False	No	Indicates whether a disbursement order was successfully created in association with this call record (true or false).
Disclaimer	String	False	No	Text of any legal or compliance disclaimers associated with the call, which can be required for regulatory or promotional purposes.
Duration	Decimal	False	No	Length of the call in minutes, capturing the total time spent in the interaction from start to finish.
Entity Reference Id	String	False	No	System-generated or external reference identifier that uniquely links this call to another business entity or external system.
Expense Amount	Decimal	False	No	Total cost of the call-related expenses incurred, recorded in the user's default currency or the organization's primary reporting currency.
Expense Amount Corp	Decimal	True	No	Corporate-recorded amount of call-related expenses used for internal financial reporting and audit tracking, stored in the system currency.
Local Currency	String	False	No	The currency code (such as USD, EUR, JPY) used locally at the time of expense entry or disbursement.
Expense Attendee Type	String	False	No	Categorization of the attendee in relation to the expense, such as 'employee', 'healthcare professional', or 'other external participant'.
Expense Post Status	String	False	No	Status of the expense posting workflow, indicating whether the expense is pending, posted, rejected, or processed in the finance system.
Expense Receipt Status	String	False	No	Indicates the current receipt status for the associated expense, such as 'required', 'received', or 'not required'.
Expense System ID	String	False	No	Unique identifier for the call-related expense as registered in an external financial or accounting system.
Incurred Expense	Bool	False	No	Specifies whether an actual cost was incurred during the call (true), or if the entry is informational only (false).
Is Sampled Call	Bool	False	No	Indicates whether this call involved the distribution of product samples, typically for compliance tracking and reporting (true or false).
Remote CLM Participant URL	String	False	No	URL link provided to participants to access remote CLM sessions or presentations during the call.
Remote CLM Presenter URL	String	False	No	URL used by the presenter to initiate or manage a remote CLM session during the call.
Remote CLM UUID	String	False	No	Universally unique identifier assigned to the remote CLM session, ensuring traceability across devices and platforms.
Remote CLM ID	String	False	No	System-generated identifier for the remote Closed Loop Marketing session linked to the call record.
Last Device	String	False	No	Identifier or name of the last known device used to log, edit, or submit the call record, used for audit and tracking purposes.
Last Modified By Platform	String	False	No	Name of the platform or application (such as iPad, CRM UI, or integration system) used to last modify this call record.
License Expiration Date	Date	False	No	The expiration date of the license associated with the user or product for this call, which can affect sample eligibility or activity permissions.
License Status	String	False	No	Indicates the current licensing status of the user or healthcare provider at the time of the call, such as Active, Suspended, or Expired. This status can be used to validate compliance or restrict certain call actions.
License #	String	False	No	Represents the license number of the professional, typically a physician or medical representative, involved in the call. This value is used to verify credentials and regulatory compliance.
Link External ID	String	False	No	A unique identifier linking this call record to an external system or integration, enabling cross-system traceability of activities or communications.
From Email	String	False	No	Email address of the originator or sender associated with the call entry, typically used in integrations or audit tracking involving email-based workflows.
From ID	String	False	No	System-generated or externally assigned identifier that denotes the origin entity or user initiating the call record. This is useful for tracing data lineage.
Location Id	String	False	No	A unique internal identifier representing the physical or virtual location where the call took place. This can relate to specific offices, hospitals, or remote settings.
Location Services Status	String	False	No	Reflects the operational status of location services at the time of the call, indicating whether geolocation tracking was enabled, disabled, or unavailable.
Location	String	False	No	Textual representation of the location where the call occurred, such as a clinic name, city, or address. This field complements the Location Id field for display purposes.
Location2	String	False	No	System reference field storing the location metadata in raw or internal format. May be used in system integrations or rule-based processing.
Medical Discussions	String	False	No	Describes the topics or products discussed during the call that are classified under medical or scientific content. This can include therapeutic areas, treatments, or medical inquiries.
Mobile Created Datetime	Datetime	False	No	Timestamp indicating when the call record was originally created on the mobile device, providing traceability for offline or field activity logging.
Mobile ID	String	False	No	Unique identifier assigned to the call record by the mobile application. Often used to reconcile mobile-generated data with centralized Veeva Vault records.
Mobile Last Modified Datetime	Datetime	False	No	Indicates the most recent time the call record was edited or updated from the mobile device, allowing tracking of field activity updates.
Next Call Notes	String	False	No	Free-form text entered by the representative summarizing plans, expectations, or action items for the next scheduled call. Often reviewed in follow-up engagements.
No Disbursement	Bool	False	No	Boolean flag indicating whether no disbursement of materials, samples, or other items took place during the call. This is used for compliance and audit controls.
Override Lock	Bool	False	No	Specifies whether a user manually bypassed a locking mechanism on the call record, typically due to an approved exception or administrative override.
Parent Address Id	String	False	No	Identifier linking the call record to the parent address record, such as the primary clinic or physician office location. This is used for hierarchy navigation.
Phone Number	String	False	No	Phone number associated with the call, often the recipient's office or mobile contact. This is used for reference and follow-up validation.
Parent Call Mobile ID	String	False	No	Mobile identifier of the parent call if the current entry is part of a multi-call sequence or follow-up chain. Supports data lineage and grouping.
Pre-Call Notes	String	False	No	Narrative notes entered prior to the call, typically outlining objectives, topics to be discussed, or prior engagement context. Aids in call preparation.
Presentations	String	False	No	Comma-separated list of presentation identifiers or names shown during the call, typically referencing approved marketing or scientific content shared with the attendee.
Property	Decimal	False	No	Numerical field capturing an additional attribute or calculated metric related to the call. This can represent a configurable score, rating, or financial metric depending on organizational use.
Receipt Email Address	String	False	No	Specifies the email address designated to receive a digital receipt following the completion of the call. This is typically used to confirm transactions or interactions with healthcare professionals.
Remote Signature Attendee Name	String	False	No	Captures the full name of the attendee who provided a signature remotely. This is relevant for virtual meetings where electronic signatures are collected for compliance or verification.
Signature Captured QR Code	Bool	False	No	Indicates whether a signature was successfully captured using a QR code-based method during the call. True if captured, false otherwise.
Request Receipt	Bool	False	No	Indicates whether the user requested a receipt to be generated and sent for the interaction. A value of true reflects a positive request.
Salutation	String	False	No	Represents the formal title or greeting associated with the attendee, such as Mr., Mrs., Dr., or other culturally appropriate honorifics.
Sample Card Reason	String	False	No	Provides the rationale or justification for issuing a physical or digital sample card during the call, which can be required for auditing or regulatory compliance.
Sample Card #	String	False	No	Contains the unique identifier or number associated with the issued sample card. This is used for tracking and validation purposes.
Sample Limit Transaction Created	Bool	False	No	Indicates whether a transaction was automatically created due to sample limit thresholds being met or exceeded during the call. Helps ensure sample compliance.
Sample Send Card #	String	False	No	Specifies the identifier for the sample send card, which is used to facilitate sample shipments or transfers as part of the call.
Ship ASSMCA #	String	False	No	Contains the ASSMCA number (from Puerto Rico's mental health and addiction services administration) associated with the shipping destination, if applicable.
Ship Address Line 1	String	False	No	Represents the first line of the street address where the materials or samples are to be shipped. This is typically the primary delivery location.
Ship Address Line 2	String	False	No	Optional second line of the shipping address, used for additional location details such as suite number, floor, or building name.
Ship CDS Expiration Date	Date	False	No	Specifies the expiration date of the Controlled Dangerous Substances (CDS) license for the shipping destination. Ensures compliance with controlled substance regulations.
Ship CDS #	String	False	No	Holds the CDS license number for the recipient address. This number is used to validate the shipment of controlled substances.
Ship City	String	False	No	Indicates the name of the city where the shipping destination is located.
Ship Country	String	False	No	Specifies the name of the country for the shipping address. Required for international shipping and regulatory purposes.
Ship DEA Expiration Date	Date	False	No	Denotes the expiration date of the DEA (Drug Enforcement Administration) license associated with the shipment recipient. This is used to verify authorization to receive regulated products.
Ship DEA #	String	False	No	Contains the DEA registration number of the shipping recipient. This number is required for shipments involving controlled substances in the United States.
Ship License Expiration Date	Date	False	No	Indicates the date on which the recipient's professional or facility license expires. This is used to confirm that the recipient is currently authorized to receive shipments.
Ship License Status	String	False	No	Describes the current status of the recipient's license, such as Active, Suspended, or Expired, to determine eligibility for shipments.
Ship License #	String	False	No	Provides the license number associated with the shipping recipient, which can be required for validation and auditing.
Ship Location Id	String	False	No	Stores a unique identifier for the shipping location, typically used internally to reference a validated address or site.
Ship Location	String	False	No	Gives the full name or description of the location where the shipment is being sent, such as a clinic name or practice site.
Ship State Distributor Expiration Date	Date	False	No	Shows the expiration date of the recipient's state-level distributor license, which can be required for legal distribution within certain states.
Ship State Distributor	String	False	No	Contains the name or identifier of the state distributor license holder at the shipping location. Required for state-specific regulatory tracking.
Ship State	String	False	No	Identifies the U.S. state or equivalent regional authority for the shipping address.
Ship Zip 4	String	False	No	Holds the 4-digit ZIP code extension (ZIP+4) that provides more precise delivery location information within the ZIP code area.
Ship Zip	String	False	No	Represents the 5-digit ZIP code for the shipping address, used for standard postal delivery.
Signature Captured Remotely	Bool	False	No	Indicates whether the signature was obtained remotely using a compliant virtual signing method, such as via remote detail or tele-detail call functionality.
Signature Captured Share Link	Bool	False	No	Specifies whether the signature was collected through a secure shared link, allowing the recipient to sign externally without direct login to the system.
Signature Date	Datetime	False	No	The date and time when the signature was officially recorded in the system. This value is captured in the local time of the signing device or environment.
Signature Location Latitude	Double	False	No	Latitude coordinate of the location where the signature was captured, typically using the device's GPS for geolocation logging.
Signature Location Longitude	Double	False	No	Longitude coordinate corresponding to the geographic location of the signature event, supporting audit trail and compliance tracking.
Signature Page Display Name	String	False	No	The display-friendly name of the page on which the signature appears, typically shown in the user interface or reports for clarity.
Signature Page Image	String	False	No	A reference or path to the stored image of the page containing the captured signature, which can be stored as a document or binary blob.
Signature Timestamp	Decimal	False	No	A precise timestamp (usually in milliseconds since epoch) denoting when the signature action was executed, used for synchronization and audit purposes.
Signature	String	False	No	The electronic representation or encoded value of the signature captured, which can include metadata, hash, or a base64-encoded image string.
Significant Event	Bool	False	No	Indicates whether the interaction qualifies as a significant event under compliance or regulatory standards, such as a major milestone or agreement.
State Distributor Address Id	String	False	No	Unique identifier associated with the state distributor's address record within the Vault system, used for linking and integration.
State Distributor Address Line 1	String	False	No	Primary address line for the state distributor location, typically includes street name and number.
State Distributor Address Line 2	String	False	No	Secondary address line for additional location details such as suite, building, or floor, if applicable.
State Distributor City	String	False	No	Name of the city where the state distributor is located, used for geographic reporting and routing.
State Distributor Expiration Date	Date	False	No	The expiration date of the distributor's license or authorization to operate within the respective state, used for compliance validation.
State Distributor State	String	False	No	Two-character state abbreviation or full name representing the U.S. state in which the distributor is registered.
State Distributor Zip 4	String	False	No	The extended ZIP code (ZIP+4 format) for the distributor's address, enhancing location precision for delivery and reporting.
State Distributor Zip	String	False	No	The standard 5-digit ZIP code of the state distributor's registered address.
State Distributor	String	False	No	The official name or code representing the authorized distributor within a specific U.S. state jurisdiction.
State	String	False	No	Represents the U.S. state or Canadian province in which the activity or entity is located, used for regional reporting and jurisdictional compliance.
Call Status	String	False	No	Current status of the call record such as Completed, Cancelled, In Progress, or Planned, used for workflow tracking and operational reporting.
Subject	String	False	No	The primary topic, agenda, or purpose of the call, often aligned with the visit objective or discussion focus.
Submit Location Latitude	Double	False	No	Latitude coordinate where the call submission occurred, typically collected from the mobile device during finalization.
Submit Location Longitude	Double	False	No	Longitude coordinate associated with the physical location where the call was submitted to the Vault platform.
Submit Location Services Status	String	False	No	Indicates whether device location services were enabled or disabled at the time of call submission, used to validate geolocation accuracy.
Submit Timestamp	Decimal	False	No	High-precision timestamp capturing the exact moment the call data was submitted to Vault. This can be used for ordering and tracking submissions.
Submitted By Mobile	Bool	False	No	Boolean flag that indicates whether the call record was submitted using a mobile device rather than through the web interface.
Suggestion Reason	String	False	No	The rationale or justification behind the submitted suggestion, typically provided by the user to support process improvements or feedback.
Suggestion Title	String	False	No	A concise title or summary for the suggestion provided, aiding in categorization and follow-up analysis.
Supervising Physician Credential	String	False	No	Credentials or qualification identifiers for the supervising physician associated with the call, such as MD, DO, or NP.
Supervising Physician License	String	False	No	License number or registration identifier of the supervising physician overseeing the call or associated medical activity, used for compliance tracking and credential verification.
Supervising Physician Name	String	False	No	Full name of the supervising physician associated with the call, typically used for documentation, reporting, and medical oversight purposes.
Territory	String	False	No	Sales or operational territory in which the call occurred, mapped to regional assignments for performance analysis and coverage tracking.
Total Call Attendee Count	Decimal	False	No	Total number of individuals who attended the call, including HCPs and internal participants, used for calculating engagement levels and compliance with regulations.
Unlock	Bool	False	No	Indicates whether the call record is currently unlocked and available for editing by users with the appropriate permissions.
Vault Clinical External ID	String	False	No	External system identifier used to link the Veeva Vault record with a corresponding entry in an external clinical system or integration platform.
From	String	False	No	Represents the source or initiating location of the call, often referring to an originating user, team, or virtual location.
Send to Vault Clinical	Bool	False	No	Boolean flag that determines whether the call data should be transmitted to Vault Clinical for integration with clinical trials or study data.
Veeva Remote Meeting Id	String	False	No	Unique identifier for the Veeva-hosted remote meeting session associated with this call, used for linking virtual call metadata such as duration and participants.
Zip_4	String	False	No	Extended 4-digit ZIP code suffix that provides more granular postal information for the call location, typically used for address validation and targeting.
Zip	String	False	No	Primary 5-digit ZIP code representing the geographic location where the call occurred or was logged.
Account Plan	String	False	No	Reference to the strategic account plan associated with this call, used to align the call objectives with broader commercial or clinical goals.
Account	String	False	No	Primary account or healthcare provider organization involved in the call, used for attribution, Customer Relationship Management (CRM) reporting, and engagement history.
Assigner	String	False	No	User or system entity that assigned the call to a field rep or user, typically used for workload distribution and ownership tracking.
Child Account	String	False	No	Sub-account or affiliated healthcare provider under the main account hierarchy, relevant for complex account structures and field activity segmentation.
CoBrowse Activity	String	False	No	Indicates the co-browsing interaction performed during the call, capturing shared digital interactions such as product detailing or information display.
Presentation	String	False	No	Name or identifier of the visual or digital presentation shared during a co-browse session or remote meeting.
EM Event	String	False	No	Represents a linked Event Management (EM) event, if the call is associated with an organized activity such as a speaker program or congress.
Error Reference Call	String	False	No	Identifier of another call record referenced due to an error or correction in data entry, supporting audit trails and data integrity.
Location Name	String	False	No	Descriptive name of the physical or virtual location where the call was held, useful for reporting and logistical insights.
Medical Event	String	False	No	Refers to a medical event (such as an adverse event or product complaint) logged during or related to the call, for pharmacovigilance or compliance.
Medical Inquiry	String	False	No	Indicates whether a medical inquiry was made during the call, typically linked to Medical Information Requests (MIRs).
Meeting Request	String	False	No	Flag or reference indicating whether the call originated from a formal meeting request by the HCP or other stakeholders.
Controlling Parent Account	String	False	No	Parent account entity that controls or oversees the current account, providing context for enterprise-level account management.
Parent Address	String	False	No	Mailing or physical address of the parent account, used for correspondence and hierarchical reporting.
Parent Call	String	False	No	Identifier of the parent call, if this record represents a follow-up or child interaction under a larger call engagement.
Product Priority 1	String	False	No	Primary product prioritized for discussion or detailing during the call, typically ranked based on marketing strategy or HCP interest.
Product Priority 2	String	False	No	Second-tier product prioritized for inclusion in the call agenda or promotional discussion.
Product Priority 3	String	False	No	Third-ranked product considered for discussion during the call, based on rep planning or previous engagement data.
Product Priority 4	String	False	No	Fourth-ranked product listed for potential coverage during the call, often optional depending on time or interest.
Product Priority 5	String	False	No	Indicates the fifth level of product prioritization for the call, typically used to rank detailing order when multiple products are discussed.
Remote Meeting	String	False	No	Specifies whether the call was conducted remotely, and can include details such as platform or method of virtual communication.
Controlling Ship to Address Account	String	False	No	References the primary account responsible for the shipment destination, typically used in tracking controlled product distribution.
Ship To Address	String	False	No	Captures the designated shipping address where materials or samples associated with the call are sent.
Ship To Location	String	False	No	Represents a specific internal or external location identifier associated with the ship-to address, often used for inventory and compliance tracking.
Suggestion	String	False	No	Contains recommendations or feedback generated during the call, either from the attendee or representative, for future engagement or action.
Supervising Physician	String	False	No	Identifies the supervising physician associated with the call, relevant for tracking medical oversight and regulatory compliance.
User	String	False	No	Refers to the internal Veeva user or representative who conducted or recorded the call activity.
Owner	String	False	No	Holds the unique identifier of the user or team who owns or is responsible for managing the call record.
Call Reminder	String	True	No	Specifies whether and when a reminder was set for the call, which can aid in scheduling follow-up activities or tasks.
Preferred Name	String	True	No	Stores the attendee's preferred name for personalization in communication and documentation.
Credentials2	String	True	No	Contains the credentials or professional titles of the call attendee, such as MD, DO, PharmD, relevant for reporting and compliance.
Entity Display Name	String	True	No	Displays a formatted name for the primary entity associated with the call, used in user interfaces or reports.
Is Parent Call?	Decimal	True	No	Indicates whether this call record serves as a parent in a hierarchical call structure, typically used in group call scenarios.
Ship To Address2	String	True	No	Stores an alternative or formatted version of the shipping address for enhanced display or postal compliance.
Signature on Sync	String	True	No	Specifies whether a signature was captured and synchronized from a remote session or device, important for digital consent tracking.
Lifecycle	String	True	No	Represents the overall lifecycle phase of the call record, such as Planned, Submitted, or Approved.
Lifecycle State	String	True	No	Defines the current state within the call lifecycle, used to control visibility, workflow, and permissions.
Lifecycle State Stage ID	String	True	No	Holds the internal identifier for the lifecycle stage of the record, used by system workflows and transitions.
Lifecycle Stage	String	True	No	Indicates the display label of the current stage in the record lifecycle, which helps users understand progress visually.
zvod_Unique_Group_Activities_vod	Bool	False	No	Boolean flag that indicates whether the call involves a unique group activity, typically used to prevent duplicate reporting in group settings.
Signature Request UUID	String	False	No	Stores a universally unique identifier for the signature request, enabling secure tracking and validation across systems.
Legacy CRM Id	String	False	No	Holds the original identifier from a legacy CRM system, allowing for historical data reference and migration tracing.
Detail Section Attribute	String	False	No	Contains metadata or tags related to specific detail sections within the call, used to drive conditional logic or analytics.
Remote Meeting Type	String	False	No	Specifies the category of remote meeting, such as Webex, Zoom, or other virtual platforms, to support meeting type analytics.
Suggested Call Channel	String	False	No	Indicates the recommended communication channel for the call, such as Face-to-Face, Phone, or Email, typically suggested by the system or rep.
Suggested Call DateTime	Datetime	False	No	Stores the system- or user-suggested date and time for the next call, based on rules, preferences, or prior interactions.
Suggested Call Date	Date	False	No	Captures the system- or user-suggested date for a follow-up or future call, often based on past engagement or targeting logic.
Microsoft Teams Remote Meeting	String	False	No	Indicates whether Microsoft Teams was used as the remote meeting platform, often relevant for compliance, reporting, or integrations.
DEA Address	String	False	No	Specifies the address associated with the prescriber's DEA (Drug Enforcement Administration) registration, used for compliance tracking and regulatory reporting.
Account Identifier	String	True	No	Represents the unique identifier of the account associated with the call, typically used for linking call records to account master data.
Primary Parent	String	True	No	Indicates the top-level parent account or organization associated with the call, used to group calls under a common corporate or hierarchical structure.
Unavailable for Scheduling	Bool	False	No	Indicates whether the target person or account was unavailable for scheduling at the time of the call attempt. A value of true prevents future call scheduling until availability is updated.
User Country	String	False	No	Specifies the country where the user who logged the call is located. This is used for localization, reporting, and compliance with country-specific regulations.
Account Country	String	False	No	Represents the country where the associated account resides, which can influence call eligibility, product restrictions, or regulatory compliance.
Person	String	False	No	Identifies the individual (for example healthcare provider or contact) targeted in the call record. This value links the interaction to a person-level entity within Veeva Vault.
Trigger Timestamp	Datetime	False	No	Captures the exact date and time when a system or user action triggered the creation or update of the call record, typically used for auditing and time-based reporting.
Documented Interest	String	False	No	Records any specific interest expressed by the target during the call, such as interest in a product, service, or follow-up, allowing for personalized engagement planning.
Call Channel Formula	String	True	No	Represents a derived field that calculates the communication channel (for example face-to-face, phone, video) used during the call, based on a combination of input data and predefined business logic.

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CallSampleCancels

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the call sample cancel record within the Veeva Vault environment.
Global ID	String	True	No	Globally unique identifier assigned by the system to distinguish this record across different Vaults and environments.
Link	String	False	No	System-generated hyperlink reference that allows direct access to the record within the Vault user interface.
Call Sample Cancel Name	String	True	No	User-defined or system-assigned name of the call sample cancel record, used for display and identification purposes.
Status	String	False	No	Current state of the cancellation request, such as Draft, Submitted, or Approved, reflecting its progress in the workflow.
Created By	String	True	No	Username or system reference that identifies who initially created the record in the Vault system.
Created Date	Datetime	True	No	Timestamp indicating when the record was first created, stored in Coordinated Universal Time (UTC).
Last Modified By	String	True	No	Username or system identifier of the user who last made changes to the record.
Last Modified Date	Datetime	True	No	Timestamp capturing the most recent update to the record, formatted in UTC.
Mobile ID	String	False	No	Identifier used to link this record to the originating mobile device or offline client session where the action occurred.
Controlling Call	String	False	No	Reference to the primary call record associated with this sample cancel event, linking it to the broader call activity.
Call Sample	String	False	No	Identifier for the specific sample or promotional item that is being canceled from the original call.
Owner	String	False	No	Identifier of the user or group designated as the record owner, used for visibility and permissions management.
Legacy CRM Id	String	False	No	Identifier carried over from a previous Customer Relationship Management (CRM) system, used for data migration tracking and historical reference.

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CampaignActivityTargetExecutions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the campaign activity target execution record within the Veeva Vault system.
Campaign Activity Target Execution Type	String	True	No	Specifies the type of campaign activity target execution, typically reflecting the object classification or subtype used in Veeva Vault.
Global ID	String	True	No	System-generated global identifier that uniquely identifies the record across different Vaults and integrations.
Link	String	False	No	URL or URI link referencing the object location within the Veeva Vault user interface or API endpoints.
Campaign Activity Target Execution Name	String	True	No	Descriptive name of the campaign activity target execution, usually set by the user or integration to represent the action or instance.
Status	String	False	No	Indicates the current processing or business status of the campaign activity target execution, such as Planned, In Progress, or Completed.
Created By	String	True	No	Username or system identifier of the user who initially created the campaign activity target execution record.
Created Date	Datetime	True	No	Timestamp representing the exact date and time when the campaign activity target execution was created in the system.
Last Modified By	String	True	No	Username or system identifier of the last user who modified the campaign activity target execution record.
Last Modified Date	Datetime	True	No	Timestamp capturing the most recent update made to the campaign activity target execution record.
Outcome	String	False	No	Result or impact of the campaign activity execution, potentially reflecting success, failure, or other predefined categories.
Veeva External ID	String	False	No	Optional external identifier used for integrations with external systems, allowing reference or reconciliation outside Veeva Vault.
Legacy CRM Id	String	False	No	Identifier carried over from a legacy Customer Relationship Management (CRM) system, used for migration or cross-referencing historical data.
Campaign Activity	String	False	No	Reference to the parent campaign activity associated with this execution, linking it back to the broader marketing or sales campaign.
Sent Email	String	False	No	Indicates the email communication associated with this campaign execution, typically referencing a related email document or delivery record.
Controlling Campaign	String	False	No	Refers to the primary campaign that governs or initiated this activity execution, used to organize campaign hierarchy.
Campaign Target	String	False	No	Represents the specific target or recipient of the campaign activity, such as an account, contact, or HCP (Healthcare Professional).

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CampaignJobHistories

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the campaign job history record. This is used as the primary key.
Campaign Job History Type	String	True	No	Indicates the type or classification of the campaign job history object as defined in the Vault object type field (object_type__v).
Global ID	String	True	No	Globally unique system identifier for the campaign job history record, used across integrations and systems.
Link	String	False	No	System-generated URL linking to the specific campaign job history record within the Vault user interface.
Campaign Job History Name	String	True	No	The user-defined name of the campaign job history record for display and search purposes.
Status	String	False	No	The current processing status of the campaign job (for example, Queued, In Progress, Completed, Failed).
Created By	String	True	No	Username or system identifier of the user who originally created this campaign job history record.
Created Date	Datetime	True	No	Timestamp representing the exact date and time when the campaign job history record was created.
Last Modified By	String	True	No	Username or system identifier of the user who last modified this campaign job history record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the campaign job history record.
External ID	String	False	No	An optional identifier used to reference this job record from external systems, such as a Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP).
Failed	Decimal	False	No	The number of job execution steps or operations that failed during the campaign job run.
Job End Time	Datetime	False	No	Timestamp marking the completion time of the campaign job.
Job ID	String	False	No	Identifier assigned to this campaign job instance, often used to correlate related job records or logs.
Job Start Time	Datetime	False	No	Timestamp representing when the campaign job execution began.
Job Type	String	False	No	Specifies the type of job performed in this campaign (for example, Send Email, Assign Target, Update Record).
Successful	Decimal	False	No	The number of successful operations or steps completed within this campaign job.
Total	Decimal	False	No	The total number of operations or tasks that were attempted during the campaign job execution.
Legacy CRM Id	String	False	No	Identifier associated with the campaign job history from a legacy CRM system, used for migration and historical tracking.
Campaign	String	False	No	Reference to the campaign object associated with this job history, indicating the broader campaign context.
Owner	String	False	No	The Vault user or system entity responsible for ownership of this campaign job history record.
Campaign Activity	String	False	No	The specific campaign activity related to this job history, linking the job to a defined task or execution unit within the campaign.

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Campaigns

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the campaign record within the Veeva Vault system.
Campaign Type	String	True	No	Indicates the specific type or classification of the campaign, such as Email, Digital, or Field, based on object_type__v.
Global ID	String	True	No	A globally unique identifier assigned to the campaign, used for cross-system tracking and synchronization.
Link	String	False	No	System-generated URL or hyperlink reference pointing to the campaign record within the Veeva Vault user interface.
Campaign Name	String	False	No	The official name or title of the campaign, typically used for display and reporting purposes.
Status	String	False	No	The current lifecycle status of the campaign (such as Planned, Active, or Completed), tracked through status__v.
Created By	String	True	No	The user ID or username of the individual who initially created the campaign record.
Created Date	Datetime	True	No	The exact date and timestamp when the campaign record was first created in the system.
Last Modified By	String	True	No	The user ID or username of the individual who most recently updated the campaign record.
Last Modified Date	Datetime	True	No	The date and time of the last modification made to the campaign record.
Description	String	False	No	A detailed narrative or summary providing additional context or background about the campaign's purpose or content.
End Date	Date	False	No	The date when the campaign is scheduled to end or was officially concluded.
Start Date	Date	False	No	The date when the campaign is scheduled to start or was officially launched.
Owner	String	False	No	The user ID of the person responsible for overseeing or managing the campaign, as defined in ownerid__v.
Legacy CRM Id	String	False	No	Identifier from the legacy Customer Relationship Management (CRM) system for migration or historical reference.
External ID	String	False	No	An external system identifier for referencing this campaign in third-party platforms or integration tools.
Objectives	String	False	No	The strategic goals or intended outcomes of the campaign, such as increasing awareness or driving product adoption.
Campaign Status	String	False	No	Detailed indicator of the campaign's execution status within the workflow, separate from general lifecycle state.
Product Group	String	False	No	Identifies the therapeutic area or grouping of related products associated with the campaign, derived from detail_group__v.
Parent	String	False	No	Reference to a parent campaign if this campaign is part of a larger multi-phase or hierarchical campaign structure.
Product	String	False	No	Primary product associated with the campaign, usually referenced by product__v.
User Country	String	False	No	The country in which the campaign owner or user managing the campaign is located.
Country Code	String	False	No	Standardized country code corresponding to the user's or campaign's geographic location.
Country	String	False	No	Full name of the country where the campaign is being executed or targeted, mapped from vcountry__v.
Steps	String	False	No	Defined sequence of activities or workflow steps involved in executing the campaign, such as Planning, Execution, and Review.
Campaign Notes	String	False	No	Supplementary notes or observations recorded about the campaign by users, including strategic comments or field updates.
Target List Description	String	False	No	Narrative summary describing the group of accounts, contacts, or entities being targeted in the campaign.

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CampaignTargets

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the campaign target record.
Campaign Target Type	String	True	No	Specifies the type of campaign target object within Veeva Vault, typically reflecting a predefined object classification such as healthcare provider or account.
Global ID	String	True	No	Globally unique system identifier for the campaign target, used across Vault environments for consistent reference.
Link	String	False	No	System-generated URL or reference link pointing to the campaign target record within Vault.
Campaign Target Name	String	True	No	The display name assigned to the campaign target, used for user-facing identification.
Status	String	False	No	Indicates the current operational status of the campaign target, such as Active, Inactive, or Pending.
Created By	String	True	No	Username or identifier of the user who originally created the campaign target record.
Created Date	Datetime	True	No	Timestamp recording when the campaign target record was initially created.
Last Modified By	String	True	No	Username or identifier of the user who last modified the campaign target record.
Last Modified Date	Datetime	True	No	Timestamp indicating when the campaign target record was most recently updated.
External Id	String	False	No	Custom identifier for integration with external systems, often used to synchronize data between Vault and third-party platforms.
Mobile ID	String	False	No	Unique identifier used by mobile applications to track or reference the campaign target in offline mode or mobile transactions.
Campaign	String	False	No	Reference to the associated campaign record, linking this target to a specific campaign effort within Vault.
Legacy CRM Id	String	False	No	Identifier imported from a legacy Customer Relationship Management (CRM) system, retained for historical mapping or cross-platform consistency.
Territory	String	False	No	The geographic or sales territory to which this campaign target is assigned.
Target Owner	String	False	No	User responsible for managing the campaign target, typically a sales or marketing representative.
Account	String	False	No	The associated account or organization that this campaign target represents.
Target Status	String	False	No	Defines the progression or current phase of the campaign target in the campaign lifecycle, such as Planned, In Progress, or Completed.
TList	String	True	No	A list-based categorization or tagging system used to organize campaign targets based on targeting logic or segmentation criteria.

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ChangeControlNumber

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the change control record. This value is automatically generated by the system and used as the primary key for tracking the change request.
Name	String	False	No	Descriptive name or title assigned to the change control record. This name helps users easily identify and reference the change control within the system.
Status	String	False	No	Current lifecycle state of the change control, such as Draft, In Review, Approved, or Cancelled. This status indicates the progress of the change through the review and approval workflow.
Created_By	String	False	No	Username or system account that initially created the change control record. This value provides traceability for the origin of the request.
Created_Date	Datetime	False	No	Timestamp representing the date and time when the change control record was first created in the system.
Last_Modified_By	String	False	No	Username or system account that last updated the change control record. This is useful for tracking who made the most recent edits.
Last_Modified_Date	Datetime	False	No	Timestamp indicating when the change control record was last modified. This value helps determine the currency of the record.

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ChannelMetrics

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the Channel Metrics record.
Channel Metrics Type	String	True	No	Specifies the object type classification within Veeva Vault for the Channel Metrics record, typically used for internal processing or data segregation.
Global ID	String	True	No	System-assigned global identifier that uniquely identifies this record across different Vaults or environments.
Link	String	False	No	System-managed URL or reference link that allows direct access to the Channel Metrics record within the Vault user interface.
Channel Metrics Name	String	True	No	User-defined or system-generated name that provides a human-readable label for this Channel Metrics record.
Status	String	False	No	Indicates the current lifecycle state or operational status of the Channel Metrics record, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or ID of the user who initially created the Channel Metrics record.
Created Date	Datetime	True	No	Timestamp capturing the exact date and time the record was created in the Vault system.
Last Modified By	String	True	No	Username or ID of the user who most recently modified the Channel Metrics record.
Last Modified Date	Datetime	True	No	Timestamp indicating the last time the Channel Metrics record was updated.
Account	String	False	No	Reference to the associated customer account for which the channel activity metrics are being tracked.
Channel Source	String	False	No	Describes the originating platform or mechanism through which the channel interaction occurred, such as email, SMS, or webinar.
Channel Value	String	False	No	Captures the specific value or identifier related to the channel source, such as campaign ID or contact method used.
Email Activity	String	False	No	Summarizes the type or category of tracked email-related activity, such as opens, clicks, or bounces.
Email Delivery Error	String	False	No	Indicates whether there was a delivery failure or error encountered while sending the email.
External ID	String	False	No	Identifier used to reference this record in external systems or integrations, facilitating cross-system traceability.
Last Email Error Date	Datetime	False	No	Timestamp of the most recent email delivery failure associated with this Channel Metrics record.
Owner	String	False	No	Primary user or group responsible for managing and reviewing the Channel Metrics record.
Sent Email	String	False	No	Flags whether an email communication was successfully sent as part of the channel engagement.
Owner2	String	False	No	Secondary or legacy system owner identifier used for data migrations or Customer Relationship Management (CRM) mapping.
Legacy CRM Id	String	False	No	Original identifier from the legacy CRM system that maps this record to its historical counterpart.

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ChatMessages

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier assigned to each chat message record in the Vault system.
Chat Message Type	String	True	No	Specifies the type of chat message, reflecting the underlying object type configured in Veeva Vault (object_type__v).
Global ID	String	True	No	System-generated global identifier that uniquely identifies this message record across multiple Vaults (global_id__sys).
Link	String	False	No	Direct system-generated URL linking to the chat message record in the Vault UI (link__sys).
Chat Message Name	String	True	No	User-defined or system-assigned name of the chat message, commonly used for search and identification (name__v).
Status	String	False	No	Current status of the chat message record, such as Active, Archived, or Deleted (status__v).
Created By	String	True	No	Username or identifier of the user who created the chat message record (created_by__v).
Created Date	Datetime	True	No	Timestamp capturing when the chat message record was initially created in the system (created_date__v).
Last Modified By	String	True	No	Username or identifier of the user who last updated the chat message record (modified_by__v).
Last Modified Date	Datetime	True	No	Timestamp recording the most recent modification to the chat message record (modified_date__v).
Channel ID	String	False	No	External identifier of the communication channel (for example, Teams, Zoom) associated with the chat message (channel_ext_id__v).
Message ID	String	False	No	External system identifier corresponding to the specific message in the originating communication platform (external_id__v).
First Name	String	False	No	First name of the individual associated with the message, typically the sender or participant (first_name__v).
HCP Engage Connect ID	String	False	No	External Engage Connect identifier assigned to the healthcare provider (HCP) involved in the message (hcp_ext_id__v).
Last Name	String	False	No	Last name of the individual associated with the message, typically the sender or participant (last_name__v).
Message Metadata	String	False	No	JSON or delimited string containing additional metadata such as flags, tags, or delivery status related to the chat message (message_metadata__v).
Message	String	False	No	The full text content of the chat message exchanged between users or with healthcare professionals (message__v).
Sender Type	String	False	No	Indicates whether the sender is a user, HCP, bot, or system entity (sender_type__v).
Sent Datetime	Datetime	False	No	Date and time the message was sent from the originating platform (sent_datetime__v).
User Engage Connect ID	String	False	No	External Engage Connect identifier assigned to the Vault user who participated in the message (user_ext_id__v).
Account	String	False	No	Reference to the customer or organization account associated with the chat interaction (account__v).
User	String	False	No	Vault username or user reference associated with the message record (user__v).
Owner	String	False	No	Identifier of the user or system that owns or is responsible for this record in Vault (ownerid__v).
Legacy CRM Id	String	False	No	Identifier of the message record as stored in a legacy Customer Relationship Management (CRM) system prior to Vault migration (legacy_crm_id__v).
Forwarded Comment	String	False	No	Text or annotation added by a user when forwarding this message to others for review or context (forwarded_comment__v).
Original Author Engage Connect Id	String	False	No	External Engage Connect identifier of the original author when the message is forwarded or copied (original_author_ext_id__v).
Original Author	String	False	No	Name of the original message author before any forwarding or delegation occurred (original_author_name__v).
Original Message External Id	String	False	No	External system identifier of the original message in cases where this message is a forwarded or referenced message (original_message_external_id__v).
User Country	String	False	No	ISO country code representing the Vault user's geographic location or operating region (country_code__v).

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ChecklistDesigns

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the checklist design record. This value is system-generated and used internally for referencing the record.
Object_Type	String	False	No	Specifies the type of object associated with the checklist design. This is typically corresponds to a Vault object type used in related workflows.
Checklist_Name	String	False	No	The user-defined name of the checklist design. This name is used to distinguish different checklists within the Vault environment.
Status	String	False	No	Indicates the current status of the checklist design, such as Active, Inactive, or Draft. This is used for lifecycle and filtering logic.
Created_By	String	False	No	Username or identifier of the user who created the checklist design. This is useful for tracking authorship and auditing changes.
Created_Date	Datetime	False	No	Timestamp indicating when the checklist design record was initially created in the system.
Last_Modified_By	String	False	No	Username or identifier of the user who last modified the checklist design. Helps maintain an audit trail for updates.
Last_Modified_Date	Datetime	False	No	Timestamp of the most recent modification to the checklist design record.
Checklist_Type	String	False	No	Specifies the category or purpose of the checklist, such as Quality Checklist, Safety Checklist, or Compliance Checklist.
Lifecycle	String	False	No	Name of the lifecycle assigned to the checklist design. The lifecycle governs state transitions and workflow behaviors.
Lifecycle_State	String	False	No	Current state of the checklist design within its assigned lifecycle, such as Draft, Under Review, or Approved.
Field_Matching_Enabled	Bool	False	No	Indicates whether automatic field matching is enabled for this checklist design. If true, the system attempts to match checklist fields to corresponding data fields in records.
Weightings_Enabled	Bool	False	No	Indicates whether weightings are applied to checklist items. When enabled, each item can be assigned a weight that contributes to an overall score or evaluation metric.

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Checklists

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the checklist record, typically a system-generated UUID used to track and reference each checklist entry.
Object_Type	String	False	No	Specifies the type of the object represented by the checklist, which can indicate how the checklist is used or categorized within the system.
Name	String	False	No	Descriptive name assigned to the checklist, intended to clearly convey its purpose or the context in which it is used.
Status	String	False	No	Current status of the checklist, reflecting whether it is active, inactive, in progress, or completed, depending on the business process.
Created_By	String	False	No	Username or identifier of the user who originally created the checklist record.
Created_Date	Datetime	False	No	Timestamp indicating when the checklist was first created in the system.
Last_Modified_By	String	False	No	Username or identifier of the last user who updated the checklist.
Last_Modified_Date	Datetime	False	No	Timestamp of the most recent modification to the checklist, indicating its last update.
Checklist_Type	String	False	No	Specifies the classification or template type of the checklist, which can determine which fields, logic, or validations apply.
Respondent	String	False	No	User or role responsible for responding to or completing the checklist tasks or questions.
Checklist_Design	String	False	No	Reference to the design or template that defines the structure, questions, and layout of the checklist.
Lifecycle	String	False	No	Name of the lifecycle to which this checklist is assigned, typically governing the allowed states and transitions.
Lifecycle_State	String	False	No	The current state of the checklist within its lifecycle, reflecting where it stands in the defined business process.
Approver_Type	String	False	No	Defines the role, group, or criteria for determining who is authorized to approve this checklist.
Target_Quality_Event	String	False	No	Identifier or reference to the related quality event that this checklist is associated with or supports.
Score_	Int	False	No	Numeric value representing the overall score of the checklist, which can be calculated based on responses or evaluation rules.
Field_Matching_Enabled	Bool	False	No	Indicates whether field-level matching is enabled for the checklist, allowing for validation or mapping of responses to predefined criteria.
Weightings_Enabled	Bool	False	No	Boolean value indicating whether scoring weightings are applied to questions or sections within the checklist.

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ChildAccounts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique internal identifier for the child account record used within the database system.
Global ID	String	True	No	System-generated global identifier used to uniquely distinguish the record across integrated environments.
Link	String	False	No	System link reference that points to the resource endpoint representing this specific child account.
Name	String	True	No	The primary display name of the child account, typically used in user interfaces and reports.
Status	String	False	No	Current status of the child account, indicating whether it is active, inactive, pending review, or archived.
Created By	String	True	No	The username or identifier of the user who originally created the child account record.
Created Date	Datetime	True	No	Timestamp indicating when the child account record was initially created in the system.
Last Modified By	String	True	No	The username or identifier of the user who last modified the child account record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update made to the child account record.
Alternate Name	String	False	No	Secondary or alias name for the child account, used for alternate display or search purposes.
Best Times	String	False	No	Preferred time ranges for engaging with this account, formatted as a comma-separated list (morning, afternoon, evening).
Child Affiliation Count	Decimal	False	No	The number of directly affiliated sub-accounts or entities associated with this child account.
Copy Address	Bool	False	No	Boolean flag indicating whether the address details should be copied from a related parent or primary account.
Customer Master Status	String	False	No	The status of the child account within the customer master hierarchy, which can reflect synchronization or approval state.
External ID	String	False	No	Identifier assigned by an external source system, used for data integration or record matching.
External Key	String	False	No	Reference key from an external system used to correlate this record with outside datasets or applications.
Hierarchy Type	String	False	No	The classification of the account's position in the organizational or customer hierarchy, such as 'branch', 'division', or 'location'.
Location Identifier	String	False	No	A unique code or identifier representing the physical or organizational location of the child account.
Mobile ID	String	False	No	Identifier used to track this child account within mobile platforms or mobile-enabled applications.
Network Primary	Bool	False	No	Boolean indicator denoting whether this child account is the primary record in a multi-record network relationship.
Parent Affiliation Count	Decimal	False	No	Indicates the total number of child account affiliations associated with the specified parent account. This value reflects how many child relationships are currently linked to the parent.
Child Account	String	False	No	Reference to the child account entity in the Veeva Vault system. This field captures the unique identifier of the child account in the relationship.
Parent Account	String	False	No	Reference to the parent account entity in the Veeva Vault system. This field stores the unique identifier of the account acting as the parent in the child-parent relationship.
Owner	String	False	No	Identifier of the user or team assigned ownership of the child account record. This is used for managing access, visibility, and workflow assignments.
Child Account Identifier	String	True	No	Unique external identifier for the child account, typically used for integration with Customer Relationship Management (CRM) or legacy systems.
Child Furigana	String	True	No	Phonetic representation of the child account's name using Japanese Furigana characters. Helps in accurate name pronunciation and search functionality in Japanese locales.
Parent Account Identifier	String	True	No	Unique external identifier for the parent account, generally used for mapping to external CRM or data warehouse systems.
Parent Furigana	String	True	No	Phonetic representation of the parent account's name using Japanese Furigana characters. Enables consistent and localized search behavior in Japanese environments.
Child Account Search LastFirst	String	True	No	Concatenated version of the child account's name in 'Last, First' format for search optimization, particularly in systems requiring name indexing.
Child Name	String	True	No	Display name of the child account, as recorded in the Vault system. This name is typically presented in user-facing applications or reports.
Child Record Type	String	True	No	Specifies the record type assigned to the child account, which determines the layout, behavior, and validations applicable to the record.
Formatted Name Furigana	String	True	No	Pre-formatted Furigana version of the account name for use in display contexts or systems that require phonetic presentation.
Parent Child Furigana	String	True	No	Combined Furigana representation of both parent and child names, aiding in composite identification in localized or hierarchical displays.
Parent Child Name	String	True	No	Concatenated name of the parent and child accounts, formatted for readability in hierarchical views or relationship tracking reports.
Parent Name	String	True	No	Display name of the parent account entity. This is used for identification and presentation of account hierarchy in user interfaces and exports.
Parent Record Type	String	True	No	Specifies the record type associated with the parent account. Determines form layout, data rules, and permissible workflows.
Primary	String	True	No	Indicates whether the child account is the primary relationship under the parent account. This is typically a flag value (Yes or No) used for prioritization.
Legacy CRM Id	String	False	No	Identifier used by a legacy CRM system to track the account record. Retained for historical integration and data migration purposes.
Veeva Network ID	String	False	No	Unique identifier assigned by Veeva Network to unify account data across systems and ensure master data consistency.
Parent Child (Formatted) Name	String	True	No	Formatted composite name combining both parent and child account names, designed for improved readability in reports and displays.

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ChildAccountTSFs

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	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	No	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	No	System-level globally unique identifier used across integrated systems to reference the Child Account TSF record without ambiguity.
Link	String	False	No	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	No	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	No	Current lifecycle state or business status of the Child Account TSF, such as Draft, Approved, or Inactive.
Created By	String	True	No	Username or user ID of the person who initially created the Child Account TSF record in the system.
Created Date	Datetime	True	No	Timestamp indicating the exact date and time when the Child Account TSF record was first created.
Last Modified By	String	True	No	Username or user ID of the person who last modified the Child Account TSF record.
Last Modified Date	Datetime	True	No	Timestamp showing when the record was most recently updated, reflecting the last modification event.
External Id	String	False	No	Identifier provided by an external system, such as a CRM, used for cross-system record matching and data synchronization.
My Target	Bool	False	No	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	No	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	No	Reference to the associated child account entity. Links this TSF record to a specific account within the hierarchical account structure.
Owner	String	False	No	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	No	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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ClaimsTargets

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the claim target record. This value is system-generated and used as the primary key within the dataset.
Name	String	True	No	User-defined name of the claim target, representing the label or title assigned to the record for easy identification within the application.
Status	String	False	No	Current lifecycle state of the claim target record, indicating whether it is active, inactive, archived, or in another configured state.
Created By	String	True	No	Username or identifier of the user who originally created the claim target record in the system.
Created Date	Datetime	True	No	Timestamp indicating the exact date and time when the claim target record was first created in Veeva Vault.
Last Modified By	String	True	No	Username or identifier of the user who last updated or modified the claim target record.
Last Modified Date	Datetime	True	No	Timestamp reflecting the date and time of the most recent update to the claim target record.
Claim	String	False	No	Keyword or phrase associated with the claim content that this target record is linked to, used for annotation or classification purposes.
Link Target	String	False	No	Reference to the specific content or object in Veeva Vault that the claim target is associated with or linked to.
Global ID	String	True	No	Globally unique identifier assigned to the claim target record by the system, used to maintain uniqueness across environments and integrations.
Link	String	False	No	System-managed URL or reference that directly links to the claim target record, facilitating quick access or redirection within Vault.

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ClinicalSites

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the clinical site record within the Vault system. This value is system-generated and immutable.
Clinical Site Type	String	True	No	Specifies the type or classification of the clinical site, based on the object type defined in the Vault configuration.
Global ID	String	True	No	System-level global identifier used to ensure cross-environment uniqueness for the clinical site record.
Link	String	False	No	System-generated URL link that provides direct access to the clinical site record within Vault.
Site Identifier	String	False	No	Unique name or identifier assigned to the clinical site, often used for referencing the site in study documentation.
Status	String	False	No	Current operational status of the clinical site, such as Active, Inactive, or Pending Approval.
Created By	String	True	No	Username of the Vault user who initially created the clinical site record.
Created Date	Datetime	True	No	Timestamp indicating when the clinical site record was first created in the system.
Last Modified By	String	True	No	Username of the Vault user who last modified the clinical site record.
Last Modified Date	Datetime	True	No	Timestamp indicating when the clinical site record was most recently updated.
Lifecycle State	String	False	No	Current lifecycle state of the clinical site record, such as Draft, Approved, or Archived, based on the defined workflow.
Principal Investigator	String	False	No	Text entry capturing the name of the primary investigator overseeing activities at the clinical site.
Site Name	String	False	No	Text value representing the name of the clinical site for display and reporting purposes.
Site Number	String	False	No	Numeric or alphanumeric identifier assigned to the site by the sponsor or regulatory authority.
Vault Clinical External ID	String	False	No	External identifier used by Vault Clinical systems to link and synchronize clinical site data across applications.
Vault Clinical Organization External ID	String	False	No	External identifier that links the clinical site to a parent organization within Vault Clinical, enabling organization-level tracking and rollups.
Vault Clinical Status	String	False	No	Status value used by Vault Clinical to track the site's operational or regulatory readiness, such as Ready for Activation or Closed.
Legacy CRM Id	String	False	No	Identifier referencing the clinical site record in a legacy Customer Relationship Management (CRM) system, allowing for cross-platform data alignment.
Principal Investigator2	String	False	No	Lookup field referencing a principal investigator object or record, enabling structured linkage instead of plain text.
Site Name2	String	False	No	Lookup field referencing a predefined site name object, allowing for consistent site naming and reuse.
Study	String	False	No	Reference to the associated clinical study record within Vault, linking the site to a specific trial or research initiative.
Country	String	False	No	Country in which the clinical site is geographically located, based on standardized country values in the Vault system.

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ClinicalStudies

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier assigned to the clinical study record within the Veeva Vault system.
Clinical Study Type	String	True	No	Specifies the object classification for the clinical study, used to define business rules and metadata behavior in Vault.
Global ID	String	True	No	System-generated globally unique identifier that ensures cross-environment and cross-object traceability.
Link	String	False	No	System-managed link used to access the full clinical study record within the Vault interface.
Study Number	String	False	No	Designated identifier or code for the clinical study, typically used in documentation, reporting, and regulatory submissions.
Status	String	False	No	Current operational status of the clinical study, such as Planned, In Progress, Completed, or Cancelled.
Created By	String	True	No	Username of the individual or system account that created the clinical study record.
Created Date	Datetime	True	No	Timestamp capturing the exact date and time when the clinical study record was initially created.
Last Modified By	String	True	No	Username of the individual or process that most recently updated the clinical study record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent modification date and time of the clinical study record.
Lifecycle State	String	False	No	Current stage in the study's lifecycle as defined by the Vault lifecycle configuration, such as Draft, Active, or Archived.
Protocol Title	String	False	No	Official title of the study protocol, typically used in formal documentation and submissions.
Study Name	String	False	No	Descriptive name assigned to the clinical study, often a more readable or branded title than the study number.
Study Phase	String	False	No	Indicates the development phase of the study, such as Phase I, Phase II, Phase III, or Phase IV, based on regulatory classification.
Study Start Date	Date	False	No	Planned or actual start date of the clinical study, indicating when participant enrollment or data collection begins.
Vault Clinical External ID	String	False	No	Identifier used to map the clinical study to an external system or reference source, enabling data integration and interoperability.
Product	String	False	No	Name or identifier of the investigational product or therapy associated with the clinical study.
Vault Clinical Status	String	False	No	Extended status field specific to Vault Clinical applications, reflecting detailed state transitions or process-driven status tracking.
Legacy CRM Id	String	False	No	Identifier carried over from a previous Customer Relationship Management (CRM) system, used for legacy record mapping or audits.
Owner	String	False	No	Vault user ID or role responsible for maintaining and managing the clinical study record.

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ClinicalTrials

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the clinical trial record within the Veeva Vault platform.
Global ID	String	True	No	Globally unique system-assigned identifier used to track and link the clinical trial across Vault environments and integrations.
Link	String	False	No	System-generated URL that provides direct access to the clinical trial document within the Vault interface.
Clinical Trial Name	String	False	No	Human-readable title of the clinical trial as stored in the Vault, typically reflecting the study's official or working name.
Status	String	False	No	Current lifecycle status of the clinical trial record, such as Active, In Review, or Archived, based on Vault workflows.
Created By	String	True	No	Username or ID of the user who initially created the clinical trial record in the system.
Created Date	Datetime	True	No	Timestamp indicating when the clinical trial record was first created in Vault, including date and time.
Last Modified By	String	True	No	Username or ID of the last user who made updates to the clinical trial record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update to the clinical trial record, reflecting changes to metadata or status.
Date	Date	False	No	General-purpose date field associated with the clinical trial, which can represent planning or reference timelines depending on configuration.
Description	String	False	No	Detailed textual description or summary of the clinical trial's purpose, design, or objectives as entered by the user.
End Date	Date	False	No	Scheduled or actual end date of the clinical trial, typically representing when the last participant visit or final data collection occurs.
External ID	String	False	No	Identifier used by external systems or sponsors to reference the clinical trial, ensuring cross-system alignment.
ID2	String	False	No	Custom identifier field often used to map to secondary systems or for internal reference beyond the primary Vault ID.
Phase	String	False	No	The clinical phase of the trial, such as Phase I, Phase II, Phase III, or Phase IV, indicating the trial's stage in development.
Role	String	False	No	Role assigned to the record owner or organization in the context of the clinical trial, such as Lead, Site, or Monitor.
Sponsor	String	False	No	Name of the organization or entity that is funding and overseeing the clinical trial.
Start Date	Date	False	No	Scheduled or actual start date of the clinical trial, marking the beginning of subject enrollment or site activation.
Clinical Trial Status	String	False	No	Specific status of the clinical trial's execution phase, such as Planned, Ongoing, or Completed, reflecting operational progress.
Account	String	False	No	Reference to the associated account entity, which can represent a research organization, sponsor, or clinical site.
Owner	String	False	No	User ID or group responsible for the clinical trial record, used for permissioning and task routing within Vault.
Legacy CRM Id	String	False	No	Identifier carried over from a legacy Customer Relationship Management (CRM) system, used for backward compatibility or data migration tracking.

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CLMPresentations

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Closed Loop Marketing (CLM) presentation record within the system.
Global ID	String	True	No	System-generated global identifier that uniquely identifies the presentation across environments.
Link	String	False	No	System-defined URL or Vault link pointing to the CLM presentation asset.
CLM Presentation Name	String	False	No	Display name of the CLM presentation as stored in the Vault, typically shown to end users.
Status	String	False	No	Current lifecycle status of the presentation (such as Draft, Approved, or Obsolete) as defined in Vault.
Created By	String	True	No	Username or identifier of the person or process that initially created the CLM presentation.
Created Date	Datetime	True	No	Timestamp representing when the CLM presentation record was first created in the system.
Last Modified By	String	True	No	Username or identifier of the user who last updated the presentation metadata.
Last Modified Date	Datetime	True	No	Date and time of the most recent modification made to the presentation record.
Approved?	Bool	False	No	Boolean flag indicating whether the presentation has been approved for use in CLM distribution.
Content Channel	String	False	No	The communication or distribution channel associated with the CLM presentation, such as email, rep channel, or self-service portal.
Control Visibility	String	False	No	Defines the visibility rules or constraints applied to the presentation for access control.
Copied From	String	False	No	ID or reference of the original presentation from which this record was duplicated.
Copied On	Datetime	False	No	Timestamp of when the presentation was copied from another record.
Default Presentation	Bool	False	No	Indicates whether this presentation is marked as the default selection when displaying multiple presentations to users.
Description	String	False	No	Free-text field used to provide a more detailed description of the presentation's purpose, scope, or content.
Enable Survey Overlay	Bool	False	No	Boolean flag that determines whether the survey overlay functionality is enabled for this presentation during playback.
End Date	Date	False	No	Date after which the presentation should no longer be considered active or visible in CLM tools.
Hidden?	Bool	False	No	Boolean value that, if true, hides the presentation from default views within the CLM application.
Keywords	String	False	No	Comma-separated list of keywords used to classify or tag the presentation for search and categorization (for example, oncology, cardiology, diabetes).
Mobile ID	String	False	No	Unique identifier assigned to the presentation specifically for mobile device synchronization or usage.
Original Record ID	String	False	No	Identifier of the initial record used to create this version of the presentation, used in versioning or cloning scenarios.
Parent Id	String	False	No	Reference to the parent document or folder that logically groups or owns this CLM presentation.
Presentation Id	String	False	No	Vault-assigned identifier used to distinguish this presentation in CLM systems, often used for integrations.
Rendition MD5	String	False	No	MD5 hash of the presentation's content rendition, used to ensure file integrity and detect changes.
Start Date	Date	False	No	Date on which the CLM presentation becomes active or available for use.
CLM Presentation Status	String	False	No	Current lifecycle status of the CLM presentation, such as Draft, Approved, or Published.
Training Content	Bool	False	No	Indicates whether the presentation is intended for internal training purposes rather than customer-facing use.
Type	String	False	No	Specifies the classification or format of the CLM presentation, such as 'Interactive PDF' or 'HTML5'.
Veeva External ID	String	False	No	Unique identifier assigned externally to the presentation within the Veeva ecosystem.
Vault DNS	String	False	No	Domain name of the Vault instance hosting the presentation, used for system-level identification.
Vault Document ID	String	False	No	Internal numeric identifier of the associated Vault document record that stores the CLM presentation.
Vault External Id	String	False	No	Externally visible ID assigned to the Vault document, used for cross-system references.
Vault GUID	String	False	No	Globally unique identifier for the Vault document, ensuring uniqueness across environments and integrations.
Vault Last Modified Date Time	Datetime	False	No	Timestamp of the most recent modification to the presentation metadata or document content within Vault.
Version	String	False	No	Version label of the CLM presentation document, often used to track revisions over time.
Share as Engage Link	Bool	False	No	Indicates whether the presentation is enabled to be shared via a Veeva Engage meeting link with external stakeholders.
Allow Remote CLM	Bool	False	No	Specifies whether the presentation can be accessed and presented remotely using Veeva Customer Relationship Management (CRM) Remote CLM functionality.
Need Slide Notes	Bool	False	No	Flag indicating if slide notes are required to be included for speaker reference or compliance documentation.
Detail Group	String	False	No	Grouping label used for segmentation and reporting, often aligned with therapeutic area or product campaign.
Directory	String	False	No	Folder or hierarchical path within the Vault content library where the presentation is stored.
Product	String	False	No	Name or identifier of the product associated with this CLM presentation, used for mapping to commercial assets.
Survey	String	False	No	Reference to an associated survey or feedback form linked to the presentation experience.
Owner	String	False	No	User ID of the Vault user who owns or maintains the CLM presentation document.
Total Slides	Double	False	No	Total number of slides or individual content units contained within the presentation.
Legacy CRM Id	String	False	No	Historical identifier used in legacy CRM systems to reference this presentation.
Event Content	String	False	No	Indicates whether the content was designed for or used in a specific event, such as a speaker program or congress.
Legacy iPad Content Mode	Bool	False	No	Flag used to denote compatibility with legacy iPad content delivery modes or formatting standards.
ISI Document	String	False	No	Reference to the associated Important Safety Information (ISI) document required for regulatory compliance.
PI Document	String	False	No	Reference to the corresponding Prescribing Information (PI) document linked to the presentation.
External Display Name	String	False	No	Public-facing name of the presentation as it appears to external users or on shared platforms.
Publish Method	String	False	No	Specifies the method used to publish the presentation, such as Manual Upload or Vault Auto-Publish.
Language	String	False	No	Primary language of the presentation content, used for localization and audience targeting.
Allow PDF Download	Bool	False	No	Controls whether users are permitted to download the presentation as a PDF document.
Allow Source Download	Bool	False	No	Indicates whether the original source files of the presentation can be downloaded by users.
Slide Versioning Method	String	False	No	Describes the strategy for managing slide versioning, such as Full Presentation vs. Individual Slide Updates.

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CLMPresentationSlides

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the presentation slide record within the system.
Global ID	String	True	No	System-generated global identifier used to ensure uniqueness across all Veeva Vault environments.
Link	String	False	No	Internal system link or URL reference associated with this Closed Loop Marketing (CLM) presentation slide.
CLM Presentation Slide Name	String	True	No	The display name of the CLM presentation slide, used in Vault and on devices.
Status	String	False	No	The current lifecycle state of the CLM presentation slide, such as Draft, Approved, or Inactive.
Created By	String	True	No	Username of the user who originally created the CLM presentation slide in the Vault system.
Created Date	Datetime	True	No	Date and time when the presentation slide record was initially created in Vault.
Last Modified By	String	True	No	Username of the user who most recently updated the CLM presentation slide record.
Last Modified Date	Datetime	True	No	Date and time when the presentation slide record was last modified.
Display Order	Decimal	False	No	Numeric value that determines the order in which this slide is shown in the presentation sequence.
External ID	String	False	No	Identifier assigned to the slide by external systems, used for synchronization or integration purposes.
Mandatory Slides	String	False	No	Comma-separated list of slide IDs or keys that are required to be presented with this slide (for example, slide1, slide2, slide3).
Mobile ID	String	False	No	Unique identifier used by mobile platforms to reference this CLM slide.
Veeva External ID	String	False	No	Identifier used by external Veeva integrations to reference this presentation slide across systems.
Presentation	String	False	No	Reference to the parent CLM presentation to which this slide belongs.
Key Message	String	False	No	Link to the associated key message that this slide supports or conveys within the presentation.
Sub Presentation	String	False	No	Reference to a subordinate presentation, if this slide is part of a nested CLM presentation hierarchy.
Legacy CRM Id	String	False	No	Identifier used by legacy Customer Relationship Management (CRM) systems to track or map this slide prior to Veeva Vault adoption.

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CoachingReports

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the coaching report record within the system.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across Vault environments.
Link	String	False	No	Direct system URL link to access the coaching report document within Veeva Vault.
Coaching Report Name	String	True	No	The name or title assigned to the coaching report, typically used to identify the report in user interfaces and search results.
Status	String	False	No	The current workflow state of the coaching report, such as Draft, In Review, or Approved.
Created By	String	True	No	The username or user ID of the individual who initially created the coaching report.
Created Date	Datetime	True	No	Timestamp indicating when the coaching report was first created in the system.
Last Modified By	String	True	No	The username or user ID of the individual who last modified the coaching report.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update made to the coaching report.
Business Account Planning	String	False	No	Qualitative or quantitative assessment of the employee's effectiveness in planning for business accounts.
Call Productivity	String	False	No	Evaluation metric reflecting the employee's efficiency and output during customer calls or visits.
Comments	String	False	No	Optional text field for additional feedback, notes, or qualitative observations provided by the coach or manager.
Customer Focus	String	False	No	Score or narrative indicating how well the employee demonstrates attentiveness to customer needs and relationship building.
Knowledge Expertise	String	False	No	Assessment of the employee's depth of product, therapeutic, or operational knowledge relevant to their role.
Mobile ID	String	False	No	Unique mobile-specific identifier associated with the coaching report, typically used in offline scenarios or mobile sync operations.
Review Date	Date	False	No	The date on which the coaching review session took place or was recorded.
Review Period	String	False	No	The reporting period that the coaching session covers, such as Q1 2025 or January 2025.
Coaching Report Status	String	False	No	Custom-defined status field to indicate progression or outcomes beyond standard workflow statuses.
Strategic Planning	String	False	No	Evaluation of the employee's ability to think strategically, prioritize objectives, and align efforts with business goals.
Employee	String	False	No	Reference to the employee being evaluated, typically a foreign key linking to the employee record.
Manager	String	False	No	Reference to the manager or supervisor conducting the coaching review, typically a foreign key linking to the manager's record.
Owner	String	False	No	User ID or system reference indicating ownership of the record for workflow and visibility purposes.
Overall Rating	Double	True	No	Final numeric rating summarizing the employee's overall performance based on coaching evaluation criteria.
Legacy CRM Id	String	False	No	Identifier carried over from a previous Customer Relationship Management (CRM) system, used for historical mapping or migration purposes.

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CompanyCollaborations

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the company collaboration record within the Vault database.
Company Collaboration Type	String	True	No	Specifies the object type of the company collaboration, which determines the applicable fields and behavior within Veeva Vault.
Global ID	String	True	No	System-generated global identifier that uniquely distinguishes the record across all Vault environments and integrations.
Link	String	False	No	Internal Vault system link that provides a direct reference to this company collaboration record.
Company Collaboration Name	String	True	No	User-defined or system-generated name of the company collaboration, used to identify the record in Vault interfaces and reports.
Status	String	False	No	Current status of the collaboration record, such as Active, Inactive, or Pending, used to manage lifecycle stages and workflows.
Created By	String	True	No	Username or system identity that originally created the collaboration record in Vault.
Created Date	Datetime	True	No	Timestamp indicating when the collaboration record was first created in the system.
Last Modified By	String	True	No	Username or system identity that last updated the collaboration record, used for audit tracking.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update made to the collaboration record.
Company Name	String	False	No	Name of the external or internal company participating in the collaboration, as defined within the Vault record.
Details	String	False	No	Free-text field for entering additional information or context related to the nature and scope of the company collaboration.
External Id	String	False	No	Identifier provided by external systems used for synchronization, integration, or cross-referencing with third-party platforms.
Record Type Name	String	False	No	The specific record type assigned to this company collaboration, which can influence field visibility, validation rules, and business logic.
Relationship Strength	String	False	No	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	No	Reference to the associated account or organization record that this collaboration is linked to, establishing relationship context.
Owner	String	False	No	User or team assigned ownership of the collaboration record, responsible for managing updates and workflows.
Legacy CRM Id	String	False	No	Identifier used in legacy CRM systems to track or migrate historical collaboration data into Vault.

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Competitors

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the competitor record within the Veeva Vault environment.
Competitor Type	String	True	No	Specifies the classification of the competitor, based on predefined business object types defined in Vault (object_type__v).
Global ID	String	True	No	Globally unique identifier automatically assigned by Vault to distinguish this record across environments and integrations (global_id__sys).
Link	String	False	No	Direct system-generated link to the competitor record within the Vault platform, used for navigation or referencing (link__sys).
Name	String	False	No	The official or commonly recognized name of the competitor entity (name__v).
Status	String	False	No	Indicates the current state of the competitor record, such as Active, Inactive, or Archived, based on the Vault lifecycle (status__v).
Created By	String	True	No	Username or user ID of the individual who originally created the competitor record in Vault (created_by__v).
Created Date	Datetime	True	No	Timestamp indicating when the competitor record was initially created in the Vault system (created_date__v).
Last Modified By	String	True	No	Username or user ID of the individual who most recently updated the competitor record (modified_by__v).
Last Modified Date	Datetime	True	No	Date and time of the last update made to the competitor record (modified_date__v).
Country	String	False	No	Country associated with the competitor's primary location or business registration (country__v).
External ID	String	False	No	External reference identifier used to link this record with external systems or data sources (external_id__v).
Mobile ID	String	False	No	Unique identifier used to track the competitor record when accessed or managed via mobile applications (mobile_id__v).
Parent Company	String	False	No	Name or identifier of the parent organization to which this competitor entity belongs (parent_company__v).
Website	String	False	No	URL of the competitor's official website or online presence, if available (website__v).

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ConcurSettings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Concur Settings record, typically used as the primary key in integrations or internal references.
Global ID	String	True	No	System-generated global identifier used to uniquely track this record across environments or integrations.
Link	String	False	No	System-generated URL or reference link to the current record within Veeva Vault.
Name	String	False	No	Human-readable name or title assigned to the Concur Settings configuration.
Status	String	False	No	Current lifecycle state of the record, such as Active, Inactive, or Archived, based on system-defined status values.
Created By	String	True	No	Username or user ID of the person or system that originally created the record.
Created Date	Datetime	True	No	Timestamp indicating when the record was initially created in the system.
Last Modified By	String	True	No	Username or user ID of the person or system that most recently updated the record.
Last Modified Date	Datetime	True	No	Timestamp capturing the date and time of the last modification to the record.
Account Attendee Type Code	String	False	No	Code representing the attendee type classification for accounts in Concur event mapping.
Company Id	String	False	No	Identifier for the Concur-integrated company associated with this configuration, used to scope settings to a specific company.
OAuth Refresh Token	String	False	No	Secure token used to request new access tokens when integrating with Concur's OAuth authentication flow.
Attendee Customized Fields	String	False	No	Comma-separated list of additional field identifiers used to store custom attributes for attendees.
Call Attendee Mapping	String	False	No	Configuration reference for how attendees in Concur are linked to call records in Vault.
Call Mapping	String	False	No	Configuration for how Vault call records are matched to Concur data elements.
Call Primary Attendee Mapping	String	False	No	Defines the mapping logic for associating the primary attendee in a Vault call with the appropriate Concur record.
Company Domain	String	False	No	Internet domain associated with the company used for validating Concur integrations or filtering data.
Concur Admin Username	String	False	No	Username of the Concur administrator account used to manage and authorize API-based integrations.
Concur Data Center Region	String	False	No	Region where the associated Concur data center is located, such as US, EU, or CN, used for directing API requests.
Concur Select Mode	Decimal	False	No	Numeric code that determines selection or filtering logic when syncing data from Concur to Vault.
Contact Attendee Type Code	String	False	No	Code that specifies how contact-type attendees are identified during integration with Concur.
Email Notification Recipients	String	False	No	Comma-separated list of email addresses that should receive notifications when integration events or errors occur.
Event Speaker Attendee Type Code	String	False	No	Code used to classify attendees that are speakers at events in Concur-Vault mapping.
Event Team Member Attendee Type Code	String	False	No	Code used to categorize event team members during attendee synchronization from Concur.
Expense Customized Fields	String	False	No	List of user-defined fields that capture additional expense information from Concur during data transfer.
Expense Header Expense Type Code	String	False	No	Expense type code that is applied at the header level for Concur expense reports imported into Vault.
Expense Key	String	False	No	Unique identifier used to link specific expense records from Concur to Vault records during data import.
Medical Event Attendee Mapping	String	False	No	Mapping logic that determines how medical event attendees in Vault correspond to Concur records.
Medical Event Mapping	String	False	No	Mapping rules that align Vault medical event records with corresponding event data from Concur.
OAuth Key	String	False	No	The unique client key issued by Concur used to authenticate this application when requesting access tokens via the OAuth protocol.
OAuth Secret	String	False	No	The confidential client secret associated with the OAuth Key, used to securely validate the application during OAuth token exchanges.
OAuth Access Token	String	False	No	The token granted after successful authentication, used to authorize API requests made to the Concur system on behalf of a user or integration.
Other Attendees Type	String	False	No	The classification or identifier for non-user attendees included in expense reports, such as external consultants or guests, as configured in Concur.
Payment Type	String	False	No	The method of payment associated with Concur expense transactions, such as corporate card, personal card, or cash.
User Attendee Type Code	String	False	No	A predefined internal code representing the type of event attendee who is a Concur-registered user, often used for mapping or filtering attendee records.
Write In Event Attendee Type Code	String	False	No	The code representing attendees who are manually entered into event records, typically for ad hoc participants not pre-registered in Concur.
Setup Owner ID	String	False	No	The internal identifier for the user or system entity that owns or manages the current Concur integration setup in Vault.
Security Profile	String	False	No	The name or reference of the security profile applied to this integration, determining access permissions and data visibility within Veeva Vault.
Legacy CRM Id	String	False	No	A reference identifier for Customer Relationship Management (CRM) systems previously used before the current Concur integration, retained for backward compatibility or data migration.
Concur API Version	String	False	No	Specifies the version of the Concur API being targeted by this integration, ensuring compatibility with available endpoints and features.
Application Profile	String	False	No	The application-level configuration profile that defines environment-specific settings and parameters for the Concur integration.

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ConnectionAuthorizations

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the connection authorization record, used as the primary key in the system.
Connection Authorization Type	String	True	No	Specifies the type of authorization object, such as OAuth 2.0 credentials or basic authentication, as defined in the object type metadata.
Name	String	False	No	Human-readable name assigned to the connection authorization, typically used for display purposes and to help users identify the record.
Status	String	False	No	Indicates the current state of the connection authorization, such as Active, Inactive, or Expired, which determines whether the credentials are usable.
Created By	String	True	No	Username or system identifier of the user who created this authorization record, used for audit tracking.
Created Date	Datetime	True	No	Timestamp indicating when the authorization record was initially created in the system.
Last Modified By	String	True	No	Username or system identifier of the user who last updated this authorization record.
Last Modified Date	Datetime	True	No	Timestamp indicating when the authorization record was most recently updated.
User Name	String	False	No	Username associated with the connection, typically used in basic authentication workflows or API identity verification.
Password	String	True	No	Encrypted or obfuscated password associated with the username for basic authentication. Stored securely and only accessible under restricted conditions.
Global ID	String	True	No	System-generated global identifier used to uniquely identify this record across environments or integrations.
Link	String	False	No	Hyperlink or system reference that provides direct access to the connection authorization record in the Veeva Vault user interface.
Client ID	String	False	No	OAuth 2.0 client ID used to identify the external application during the token exchange process for API access.
Client Secret	String	True	No	OAuth 2.0 client secret corresponding to the client ID, used to authenticate the application when requesting access tokens from the authorization server.

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ConnectionFieldMappings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the connection field mapping record within the Veeva Vault database.
Connection Field Mapping Type	String	True	No	Specifies the object type of the connection field mapping; used to distinguish this record from other object types in the system.
Global ID	String	True	No	System-generated globally unique identifier for the record, primarily used for integrations and cross-system references.
Link	String	False	No	System-level link or reference used to navigate directly to the connection field mapping record in the Vault interface.
Name	String	True	No	Descriptive name of the connection field mapping, typically used for user reference and reporting.
Status	String	False	No	Current lifecycle status of the connection field mapping, indicating whether it is active, inactive, or in another defined state.
Created By	String	True	No	Username or system process that created the record; helpful for auditing and data ownership tracking.
Created Date	Datetime	True	No	Timestamp of when the connection field mapping record was initially created in the Vault system.
Last Modified By	String	True	No	Username or system process that last modified the record, used for audit and traceability purposes.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update to the record, reflecting its latest state.
CRM Field	String	False	No	Name of the field in the external Customer Relationship Management (CRM) system (such as Salesforce) that is mapped to the Vault connection field.
CRM Object	String	False	No	Name of the CRM object (such as Account or Contact) that contains the field being mapped to Vault.
Connection Field	String	False	No	Name of the corresponding field in Vault that is linked to the external CRM field for data synchronization.
External ID	String	False	No	Unique identifier used by external systems to reference the connection field mapping. This can be used for syncing or external lookups.
Connection Field Mapping Status	String	False	No	Custom field indicating the operational status of the mapping, such as Enabled, Disabled, or Deprecated.
System Mapping	Bool	False	No	Boolean flag indicating whether this mapping is system-defined (true) or user-defined (false).
Legacy CRM Id	String	False	No	Optional identifier from a legacy CRM system used for backward compatibility or data migration.
Connection	String	False	No	Refers to the connection configuration it belongs to, linking mappings to specific integration connections.

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Connections2

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the connection record. This value is automatically generated by the system.
Connection Type	String	True	No	Indicates the classification of the connection, typically representing the object type used to manage integration points in the Vault environment.
Name	String	False	No	Human-readable name assigned to the connection for identification within the Vault interface.
Status	String	True	No	Current operational status of the connection, such as Active, Inactive, or Pending, reflecting its readiness for use.
Created By	String	True	No	Username of the Vault user who initially created the connection record.
Created Date	Datetime	True	No	Timestamp recording when the connection record was first created in the Vault system.
Last Modified By	String	True	No	Username of the Vault user who last updated the connection details.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the connection record.
Lifecycle	String	True	No	Represents the lifecycle associated with the connection object, defining its phases and allowed transitions.
Lifecycle State	String	True	No	Current state within the defined lifecycle, such as Draft, Approved, or Retired.
API Name	String	False	No	System-generated, API-safe name used for programmatic access to the connection record.
Authorized Connection User	String	False	No	Internal system user or integration user that is authorized to establish and manage this connection.
Description	String	False	No	Detailed explanation of the connection's purpose, scope, or configuration settings, maintained for documentation and auditing.
Contact Email	String	False	No	Email address of the external party or system administrator responsible for the remote end of the connection.
Contact Name	String	False	No	Name of the remote contact person or administrator managing the external system or integration.
Remote Domain	String	False	No	Domain name of the remote Vault or external system associated with this connection.
Remote Vault ID	String	False	No	System-level unique identifier assigned to the external or target Vault involved in the connection.
Remote Vault Name	String	False	No	Name of the external or target Vault that this connection points to.
Remote Connection ID	String	True	No	Identifier of the corresponding connection on the remote Vault or external system, enabling bidirectional integration tracking.
URL	String	False	No	Endpoint URL used by the connection to transmit or receive data, typically representing an API or service address.
Authorization	String	False	No	Reference to the authorization configuration applied to this connection, such as OAuth, certificate-based, or token authentication.
Certificate ID	String	False	No	Identifier of the certificate used to establish a secure connection, if certificate-based authentication is configured.
Global ID	String	True	No	Globally unique identifier for the connection record, used for cross-Vault synchronization and tracking.
Link	String	False	No	Hyperlink or reference to the connection record within Vault, typically used for navigation or integration.
System Managed	Bool	False	No	Indicates whether the connection is automatically managed by the Vault system as part of a predefined configuration.
Supports Crosslinks	Bool	True	No	Specifies whether this connection supports crosslinking, allowing documents or records to reference content across Vaults.

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Connections3

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the connection record, used as the primary key for referencing this row.
Connection Type	String	True	No	Specifies the type or category of the connection, such as Salesforce, Veeva Network, or other integrated platforms.
Global ID	String	True	No	A system-assigned globally unique identifier used across Vault environments to ensure consistent record identification.
Link	String	False	No	Direct URL or hyperlink reference to the detailed view of this connection record within the Vault user interface.
Name	String	True	No	Human-readable name assigned to the connection, typically used to help users identify the connection in the UI.
Status	String	False	No	Current operational state of the connection, such as Active, Inactive, or Error, indicating whether the integration is functioning as expected.
Created By	String	True	No	Username or ID of the user or system that initially created the connection record in the Vault system.
Created Date	Datetime	True	No	Date and timestamp indicating when the connection record was originally created.
Last Modified By	String	True	No	Username or ID of the user or system that last updated the connection record.
Last Modified Date	Datetime	True	No	Date and timestamp of the most recent update to the connection record, reflecting the last change made.
Connection URL	String	False	No	The endpoint or base URL used by the system to initiate API calls or synchronization with the external system.
External ID	String	False	No	An optional ID provided by an external system to uniquely identify this connection outside of Vault.
Last Sync Date	Datetime	False	No	The most recent timestamp when data synchronization with the external system was completed.
Last Sync Status	String	False	No	Outcome or result of the last attempted synchronization, such as Success, Failure, or Partial Success.
Next Sync Date	Datetime	False	No	Scheduled date and time for the next planned synchronization event with the connected system.
Sync Settings	String	False	No	Serialized or structured configuration string that defines how synchronization is performed, including rules or options.
Type	String	False	No	Subtype or specific classification of the connection, used to further categorize integration types.
Legacy CRM Id	String	False	No	Identifier carried over from a previous Customer Relationship Management (CRM) system, used for backward compatibility or historical reference.
Owner	String	False	No	User ID or reference to the Vault user who is assigned ownership or responsibility for managing this connection.

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ConnectionValueMappings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the value mapping record, used internally to reference the specific entry within the Veeva Vault system.
Connection Value Mapping Type	String	True	No	Specifies the Vault object type of this record, typically used for system classification and metadata operations.
Global ID	String	True	No	System-generated global identifier assigned to ensure cross-system uniqueness across Vault environments.
Link	String	False	No	System-generated hyperlink or URI that provides a direct reference to the value mapping record within the Vault interface.
Name	String	True	No	Human-readable name assigned to this value mapping for easier identification within integrations and configuration screens.
Status	String	False	No	Current lifecycle status of the value mapping record, such as Active, Inactive, or Deprecated, used to determine its availability.
Created By	String	True	No	Username or system account that originally created the value mapping entry within the Vault system.
Created Date	Datetime	True	No	Timestamp representing the exact date and time when the value mapping record was first created.
Last Modified By	String	True	No	Username or system account that most recently modified the value mapping record.
Last Modified Date	Datetime	True	No	Timestamp representing the most recent update to this value mapping record, reflecting when its content or metadata changed.
CRM Value	String	False	No	Original value from the Customer Relationship Management (CRM) system that is being mapped to a corresponding value in the Vault environment.
Connection Value	String	False	No	Target value in the connection system (such as Vault or another integrated application) that the CRM value maps to.
External ID	String	False	No	An external system's identifier for this mapping entry, used for reference during synchronization or data exchange.
Legacy CRM Id	String	False	No	Identifier from a previous CRM system (now deprecated or replaced), maintained for historical compatibility or data migration.
Connection Field Mapping	String	False	No	Reference to the specific field mapping configuration that governs how this CRM value is translated into the corresponding connection value.

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ConsentLines

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the consent line record. This is typically used as the primary key within the table.
Consent Line Type	String	True	No	Specifies the Vault object type for the consent line, allowing differentiation between record subtypes.
Global ID	String	True	No	System-generated globally unique identifier for the record, used across integrated systems to ensure consistent referencing.
Link	String	False	No	System-generated URL that provides a direct link to view the consent line record within the Veeva Vault interface.
Name	String	True	No	Descriptive name of the consent line as defined by the user or system, which serves as a human-readable label.
Status	String	True	No	Current status of the consent line, indicating if it is active, inactive, archived, or in another defined state.
Created By	String	True	No	Username of the Vault user who originally created the consent line record.
Created Date	Datetime	True	No	Timestamp indicating when the consent line record was first created.
Last Modified By	String	True	No	Username of the Vault user who last modified the consent line record.
Last Modified Date	Datetime	True	No	Timestamp showing the most recent modification date and time for the consent line record.
Content Type Display Name	String	False	No	User-facing display name for the type of content associated with this consent line, such as Brochure, Video, or Slide Deck.
Detail Group Display Name	String	False	No	Human-readable name representing the group of detailed information this consent line belongs to, often used in reporting or segmentation.
Display Order	Decimal	False	No	Numeric value indicating the sequence in which the consent lines should appear in user interfaces or reports.
End Date	Date	False	No	The date on which the consent associated with this line expires or becomes inactive.
Group By	String	False	No	Field used to categorize or aggregate consent lines, often for reporting purposes or to support grouped display logic.
Product Display Name	String	False	No	Descriptive name of the product associated with this consent line, visible to users and derived from the product metadata.
Start Date	Date	False	No	The date on which the consent associated with this line becomes valid or active.
Sub Channel Description	String	False	No	Detailed explanation of the sub-channel through which the consent content is delivered, such as Email, Web Portal, or Event Booth.
Sub Channel Display Name	String	False	No	Readable name used to label the sub-channel associated with the consent line in user interfaces.
Sub Channel Key	String	False	No	Unique identifier used internally to distinguish between different sub-channels linked to the consent line.
Consent Type	String	False	No	Defines the type of consent being recorded, such as opt-in, opt-out, or informed consent, based on regulatory or organizational policies.
Content Type	String	False	No	Internal reference to the content classification tied to the consent line, enabling tracking of what content consent was given for.
Detail Group	String	False	No	Internal identifier for the group to which the detailed consent information belongs, used for back-end grouping and filtering.
Product	String	False	No	Internal product reference used for associating the consent line with a specific pharmaceutical or commercial product.
Lifecycle	String	True	No	Specifies the lifecycle associated with the record, which governs transitions, permissions, and behavior in Vault.
Lifecycle State	String	True	No	Current state of the record within its lifecycle, such as Draft, In Review, or Approved.
Lifecycle State Stage ID	String	True	No	System-level identifier indicating the stage of the lifecycle state, often used in automation or reporting.
Lifecycle Stage	String	True	No	Label for the specific stage within the lifecycle, used to track record progression.
Legacy CRM Id	String	False	No	Identifier carried over from a legacy Customer Relationship Management (CRM) system, retained for historical traceability and integration mapping.

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ConsentTypes

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the consent type record within the Veeva Vault system.
Consent Type Type	String	True	No	Internal object classification that specifies the consent type entity within Vault.
Global ID	String	True	No	System-generated global identifier used for integration and deduplication across environments.
Link	String	False	No	System-generated URL or reference link to the consent type object in the Vault UI.
Name	String	True	No	User-defined name for the consent type, used for display and selection in the application.
Status	String	True	No	Indicates the current status of the consent type, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or identifier of the user who originally created the consent type record.
Created Date	Datetime	True	No	Timestamp indicating when the consent type record was first created.
Last Modified By	String	True	No	Username or identifier of the user who most recently updated the consent type record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update made to the consent type record.
Channel Label	String	False	No	Label used to identify the communication channel through which consent is collected, such as Email or SMS.
Channel Source	String	False	No	Source system or method associated with the channel used to collect the consent.
Consent Custom Duration	Decimal	False	No	Custom time period, in days or months, during which the collected consent remains valid.
Consent Expires In	String	False	No	Readable format (such as '6 months') describing how long the consent remains valid before expiration.
Consent Update Datetime	Datetime	False	No	Datetime of the most recent update to the consent information associated with this type.
Default Consent Type	String	False	No	Specifies whether this consent type should be used as the default option for new records or workflows.
Display Order	Decimal	False	No	Numeric value that determines the order in which consent types are displayed in dropdowns or selection lists.
Double Opt In Instead of Signature	Bool	False	No	Indicates whether a double opt-in process should be used instead of capturing a written or digital signature.
Double Opt In	Bool	False	No	Flag indicating whether a double opt-in workflow is required, which typically includes an email confirmation step.
Opt Out Disclaimer Text	String	False	No	Text displayed to inform users of the consequences and options related to opting out of consent.
Product Preference	String	False	No	Specifies any product-specific preference that can be associated with the consent type, such as preferred brands or categories.
Consent Header	String	False	No	Header text displayed above consent content in the user interface, used to frame the context for users.
zvod_Consent_Activity_Tracking_vod	String	False	No	Custom field used for tracking consent-related activities within Veeva Customer Relationship Management (CRM) environments.
Lifecycle	String	True	No	Name of the lifecycle configuration assigned to this consent type, which governs allowable state transitions.
Lifecycle State	String	True	No	The current lifecycle state of the consent type, such as Draft, Approved, or Obsolete.
Lifecycle State Stage ID	String	True	No	System identifier linking this consent type to a specific stage within its lifecycle state model.
Lifecycle Stage	String	True	No	Descriptive label for the current stage within the lifecycle process of the consent type.
Legacy CRM Id	String	False	No	Identifier used to map the consent type to legacy CRM systems for historical or integration purposes.
Disclaimer Text	String	False	No	File reference or inline text containing the full disclaimer message associated with the consent process.
zvod_Consent_Default_Consent_Text_vod	String	False	No	Custom field referencing the default text or file used when rendering consent forms or modals.
Consent Text Required	Bool	False	No	Boolean flag indicating whether consent text is required to be displayed and confirmed before acceptance.

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ContentAcknowledgementItems

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the content acknowledgement item record, typically generated by the system.
Content Acknowledgement Item Type	String	True	No	Specifies the object type for the content acknowledgement item as defined in the Vault configuration (object_type__v).
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across Vaults and environments (global_id__sys).
Link	String	False	No	Direct system-managed URL linking to the record or associated resource (link__sys).
AOC Line Name	String	True	No	The display name or title for the acknowledgement of content (AOC) line item (name__v), used for identification in user interfaces.
Status	String	True	No	Current status of the content acknowledgement item such as Pending, Completed, or Cancelled (status__v).
Created By	String	True	No	Username or identifier of the user who created the record in the Vault system (created_by__v).
Created Date	Datetime	True	No	Date and time when the content acknowledgement item was originally created in the system (created_date__v).
Last Modified By	String	True	No	Username or identifier of the user who last modified the record (modified_by__v).
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update to the record (modified_date__v).
Distributor	String	False	No	Name or identifier of the distributor responsible for delivering the product or content (distributor__v).
External Id	String	False	No	Identifier for the acknowledgement item from an external system, used for integration purposes (external_id__v).
Lot #	String	False	No	The lot number associated with the product or material referenced by the acknowledgement item (lot__v).
Manufacturer	String	False	No	Name of the manufacturer that produced the product acknowledged in this item (manufacturer__v).
Mobile ID	String	False	No	ID used to reference the acknowledgement item in mobile applications or offline sync (mobile_id__v).
Product Name	String	False	No	Human-readable name of the product involved in the acknowledgement transaction (product_name__v).
Received Quantity	Decimal	False	No	The quantity of product or material actually received by the end user or facility (received_quantity__v).
Ship Quantity	Decimal	False	No	The quantity of product that was shipped according to the associated transaction record (ship_quantity__v).
Tracking #	String	False	No	The shipping tracking number for the shipment, used to verify delivery status (tracking__v).
U/M	String	False	No	Unit of measure for the product quantities listed, such as Each, Box, or Case (u_m__v).
Account	String	False	No	Identifier for the account, typically Healthcare Professional (HCP), Healthcare Organization (HCO), or facility that is linked to this acknowledgement item (account__v).
AOC	String	False	No	Reference to the parent Acknowledgement of Content (AOC) record that this item is part of (content_acknowledgement__v).
Product	String	False	No	Reference to the product object related to the acknowledgement line item (product__v).
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system for cross-system traceability (legacy_crm_id__v).
AOC Signature Date	Datetime	True	No	The date and time when the Acknowledgement of Content (AOC) was signed or confirmed by the end user (aoc_signature_date__v).
Lifecycle	String	True	No	Indicates the lifecycle applied to the content acknowledgement item, defining workflow rules and stages (lifecycle__v).
Lifecycle State	String	True	No	Current state within the defined lifecycle, such as Draft, Approved, or Archived (state__v).
Lifecycle State Stage ID	String	True	No	System-generated identifier for the current stage of the lifecycle state (state_stage_id__sys).
Lifecycle Stage	String	True	No	Label or description of the current stage in the lifecycle (stage__sys).
Override Lock	Bool	False	No	Boolean flag indicating whether the user is allowed to override content lock settings for this item (override_lock__v).

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ContentAcknowledgements

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the content acknowledgement record within the Veeva Vault system.
Content Acknowledgement Type	String	True	No	Specifies the type of content acknowledgement object, used to classify the purpose or category of the acknowledgement.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the record across Vault environments.
Link	String	False	No	System-managed URL or internal link associated with the content acknowledgement record, typically used for navigation or referencing purposes.
AOC Name	String	True	No	Name of the Acknowledgement of Content (AOC) document that was presented or delivered to the recipient.
Status	String	True	No	Current state of the content acknowledgement, such as Draft, Sent, Acknowledged, or Cancelled.
Created By	String	True	No	Username or identifier of the user who initially created the content acknowledgement record.
Created Date	Datetime	True	No	Timestamp indicating when the content acknowledgement record was first created in the system.
Last Modified By	String	True	No	Username or identifier of the user who last modified the content acknowledgement record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update made to the content acknowledgement record.
Alert Created	Bool	False	No	Indicates whether an alert was generated as a result of the acknowledgement workflow.
Alert Duration	Decimal	False	No	Specifies the length of time, in hours or minutes, that the alert remains active after being triggered.
Call Text	String	False	No	Text content related to the call or interaction during which the acknowledgement was delivered or discussed.
Create Alert	Bool	False	No	Boolean flag indicating whether an alert should be created when this acknowledgement is submitted or modified.
Credentials	String	False	No	Additional authorization or identity-related credentials that were recorded at the time of acknowledgement.
Delivery Date	Date	False	No	Date on which the AOC content was delivered to the recipient.
Disclaimer	String	False	No	Legal or informational disclaimer text presented to the recipient alongside the AOC.
External Id	String	False	No	Optional identifier provided by an external system for cross-referencing or synchronization purposes.
Mobile ID	String	False	No	Identifier used to associate the acknowledgement with a mobile device or mobile session, if applicable.
Not Received	Bool	False	No	Indicates whether the recipient has reported that they did not receive the content or physical item.
Order Id	String	False	No	Identifier of the related order associated with the delivery or acknowledgement of the content.
Received By First Name	String	False	No	First name of the individual who received the AOC content.
Received By Last Name	String	False	No	Last name of the individual who received the AOC content.
Received By Middle Name	String	False	No	Middle name of the individual who received the AOC content.
Received By	String	False	No	Full name or identifier of the person who acknowledged or received the content.
Received Title	String	False	No	Job title or role of the recipient at the time of content acknowledgement.
Request Receipt	Bool	False	No	Boolean flag indicating whether the sender requested a receipt or confirmation of delivery from the recipient.
Ship ASSMCA #	String	False	No	Puerto Rican ASSMCA (Administración de Servicios de Salud Mental y Contra la Adicción) shipping registration number, if applicable to delivery regulations.
Ship Address Line 1	String	False	No	Primary street address where the AOC content was shipped or delivered.
Ship Address Line 2	String	False	No	The second line of the shipping address, used to capture additional location details such as suite, building, or apartment number.
Ship CDS #	String	False	No	The Controlled Drug Substance (CDS) number associated with the shipping recipient, used for regulatory compliance in pharmaceutical distribution.
Ship City	String	False	No	The name of the city to which the shipment is being delivered.
Ship Country	String	False	No	The name of the country to which the shipment is being delivered.
Ship DEA #	String	False	No	The Drug Enforcement Administration (DEA) registration number for the recipient, required for shipping controlled substances.
Ship Date	Date	False	No	The date the shipment was sent from the distribution center or warehouse.
Ship License #	String	False	No	The license number associated with the shipping address, typically required for regulated shipments.
Ship Location	String	False	No	A descriptive name or identifier for the shipment destination location.
Ship State Distributor #	String	False	No	The distributor license number issued by the destination state for shipping regulated products.
Ship State	String	False	No	The U.S. state or regional jurisdiction where the shipment is being delivered.
Ship Zip	String	False	No	The 5-digit ZIP code of the shipping destination.
Signature Date	Datetime	False	No	The date and time the recipient or authorized party provided their signature acknowledging receipt of content or shipment.
Signature	String	False	No	A textual representation or encoded image of the recipient's signature confirming the acknowledgment.
Content Acknowledgement Status	String	False	No	The current status of the content acknowledgment, such as Pending, Completed, or Failed.
Unlock	Bool	False	No	Indicates whether the record has been unlocked for editing or modifications, which is true if unlocked.
Account	String	False	No	The Vault account associated with the recipient or the entity responsible for the acknowledgment.
Call Reference	String	False	No	A reference to the associated call activity or interaction linked to this content acknowledgment.
Owner	String	False	No	The Vault user ID or unique identifier of the user who owns or created the record.
AOC Due Date	Date	True	No	The due date by which the acknowledgment of content (AOC) must be completed by the recipient.
Ship Address	String	True	No	The primary line of the shipping address, typically including the street number and street name.
Legacy CRM Id	String	False	No	The identifier carried over from a legacy Customer Relationship Management (CRM) system, used to maintain record continuity across systems.
Ship Zip 4	String	False	No	The 4-digit ZIP+4 extension for the shipping address, used for more precise delivery locations.
Lifecycle	String	True	No	The lifecycle configuration applied to the record, which determines allowable state transitions and behaviors.
Lifecycle State	String	True	No	The current state of the record within its defined lifecycle, such as Draft, Approved, or Inactive.
Lifecycle State Stage ID	String	True	No	A system-generated identifier representing the current stage of the lifecycle state, used internally for process tracking.
Lifecycle Stage	String	True	No	The human-readable name of the current stage in the lifecycle, representing a phase within the workflow.
Override Lock	Bool	False	No	Indicates whether a system lock was manually overridden to allow changes to the record. This is true if an override occurred.
Remote Signature Attendee Name	String	False	No	The full name of the person who provided a signature remotely during a virtual interaction.
AOC Signature Captured Remotely	Bool	False	No	Indicates whether the acknowledgment of content (AOC) signature was captured using remote signature functionality.
AOC Signature Captured Share Link	Bool	False	No	Indicates whether the recipient used a shared link to capture their signature remotely.
Signature Request UUID	String	False	No	A unique identifier (UUID) generated for the signature request, used to track and validate signature capture events.

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ContentDeployments

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the content deployment record within the Veeva Vault system.
Content Deployment Type	String	True	No	Specifies the object type of the content deployment, used to classify the deployment in the Veeva metadata model.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across all Vault instances and environments.
Link	String	False	No	System-generated URL or reference link associated with the content deployment, typically used for redirection or embedding.
Content Deployment Name	String	True	No	Human-readable name of the content deployment, intended for display in user interfaces and reports.
Status	String	False	No	Current lifecycle state of the content deployment, such as 'Active', 'Expired', or 'Pending'.
Created By	String	True	No	User ID or username of the individual who initially created the content deployment record.
Created Date	Datetime	True	No	Timestamp indicating when the content deployment record was first created in the system.
Last Modified By	String	True	No	User ID or username of the individual who most recently updated the content deployment record.
Last Modified Date	Datetime	True	No	Timestamp indicating the last time the content deployment record was modified.
Active	Bool	False	No	Boolean flag indicating whether the content deployment is currently marked as active and available for use.
Expired	Bool	False	No	Boolean flag indicating whether the content deployment has reached its expiration condition or date.
Last Viewed Date	Date	False	No	Date when the content deployment was most recently accessed or viewed by a user.
Veeva External Id	String	False	No	Externally referenced identifier assigned to the content deployment for integration with third-party systems or legacy data sources.
View Count	Decimal	False	No	Total number of times the content deployment has been viewed, used to track engagement and utilization metrics.
Multichannel Content	String	False	No	Reference to the associated multichannel content record, linking this deployment to broader campaign or channel distribution efforts.
Site	String	False	No	Identifier of the external or internal site where the content is deployed or intended to be deployed.
Owner	String	False	No	User or group identifier representing the designated owner responsible for the content deployment.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to map or migrate existing records into Veeva Vault.

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ContentGroupContent

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for each content group content record. Serves as the primary key for referencing this record in the database.
Content Group Content Type	String	True	No	Specifies the type of content group content object. This value indicates the specific Vault object type used to represent this record.
Global ID	String	True	No	System-assigned global identifier used to uniquely identify this record across different Vault instances or integrated systems.
Link	String	False	No	System-generated link or URL reference that points to the content group content record within Veeva Vault. This is useful for navigation and integration with external tools.
Content Group Content Name	String	True	No	Descriptive name assigned to the content group content record. This is typically represents a human-readable title used for user interfaces and reporting.
Status	String	False	No	Current lifecycle status of the content group content, such as Active, Inactive, or Draft. Indicates where the content stands in its approval or publication workflow.
Created By	String	True	No	Username or identifier of the user who initially created the content group content record in the system.
Created Date	Datetime	True	No	Date and time when the content group content record was first created. Stored in Coordinated Universal Time (UTC) for consistency.
Last Modified By	String	True	No	Username or identifier of the last user who updated the content group content record.
Last Modified Date	Datetime	True	No	Date and time when the content group content was most recently modified. Tracked in Coordinated Universal Time (UTC).
Veeva External Id	String	False	No	Custom external identifier used to map this content group content record with external systems such as Customer Relationship Management (CRM) platforms or third-party content repositories.
Legacy CRM Id	String	False	No	Identifier previously used by legacy CRM systems to reference this content group content record. Maintained for backward compatibility and historical tracing.
Content Group	String	False	No	Reference to the parent content group to which this record belongs. Establishes a relationship with grouped or categorized content sets.
Approved Document	String	False	No	Identifier or reference to the approved document that is part of this content group content. Indicates formal validation for promotional or regulated use.
CLM Presentation	String	False	No	Reference to the Closed Loop Marketing (CLM) presentation associated with this content group content. This is used for tracking interactive content delivery in field activities.
Key Message	String	False	No	Reference to the key message document associated with this content group content. This is typically denotes a specific piece of approved promotional or educational content.
Modified By Realignment	Datetime	True	No	Timestamp of the last modification made as a result of a territory realignment or organizational restructuring event. Reflects automated updates from system processes.

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ContentGroups

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the content group record. Serves as the primary key.
Content Group Type	String	True	No	Specifies the object type classification for the content group, typically used to distinguish between different business object subtypes.
Global ID	String	True	No	Globally unique identifier assigned by the Vault system to ensure uniqueness across all environments.
Link	String	False	No	System-managed URL reference linking to the full Vault record view for the content group.
Content Group Name	String	False	No	The human-readable name of the content group, used for display and search purposes within Vault.
Status	String	False	No	Current lifecycle state or approval stage of the content group, such as Draft, In Review, or Approved.
Created By	String	True	No	Username or identifier of the Vault user who originally created the content group record.
Created Date	Datetime	True	No	Timestamp indicating when the content group record was first created in the Vault system.
Last Modified By	String	True	No	Username or identifier of the last user who updated the content group record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent modification to the content group record.
Country	String	False	No	Indicates the country or region associated with the content group, typically used for localization or territory segmentation.
Description	String	False	No	Free-text field that provides a detailed explanation of the content group's purpose, scope, or contextual use.
External Id	String	False	No	Unique identifier assigned by an external system to allow integration and reconciliation with data sources outside of Vault.
Group Reference	String	False	No	Reference to a parent or related group entity used for structuring or categorizing content groups.
Master Align Id	String	False	No	Identifier linking the content group to a master alignment entity, often used in territory alignment scenarios.
Content Group Status	String	False	No	Custom field used to reflect business-specific status or workflow stage distinct from the lifecycle status.
Legacy CRM Id	String	False	No	Identifier originating from a legacy Customer Relationship Management (CRM) system, used during data migration or system integration.
Detail Group	String	False	No	Indicates whether this content group functions as a detail group for more granular segmentation or targeting.
Controlling Product Catalog	String	False	No	References the product catalog that governs the behavior or availability of the content group's associated products.
Product Group	String	False	No	Identifier for a group of related products associated with this content group, used for marketing or organizational purposes.
Product	String	False	No	References a specific product that is associated with this content group, typically for content targeting or compliance tracking.
Owner	String	False	No	Identifier of the user, team, or business unit responsible for managing the content group.
Language	String	False	No	Specifies the primary language used in the content group, supporting localization and multilingual deployments.
Modified By Realignment	Datetime	True	No	Timestamp indicating when the content group was last modified due to a realignment process such as territory changes.

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ContentGroupUsers

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the content group user record within the Veeva Vault system.
Content Group User Type	String	True	No	Specifies the object type for the content group user, identifying the metadata classification within the Vault schema.
Global ID	String	True	No	System-generated global identifier used to uniquely distinguish the record across environments or integrations.
Link	String	False	No	System-managed hyperlink or reference link to access the content group user record within the Vault user interface.
Content Group User Name	String	True	No	The descriptive name assigned to the content group user for identification purposes in Vault and external systems.
Status	String	False	No	Indicates the current operational status of the content group user, such as Active, Inactive, or Pending.
Created By	String	True	No	The user or process that originally created the content group user record in the Vault system.
Created Date	Datetime	True	No	Timestamp representing the exact date and time when the record was first created in the Vault.
Last Modified By	String	True	No	The user or process responsible for the most recent update made to the content group user record.
Last Modified Date	Datetime	True	No	Timestamp capturing the date and time when the record was last updated in the system.
Master Align Id	String	False	No	Identifier used to associate the content group user with a master alignment record, typically for territory or user-role alignment.
Veeva External Id	String	False	No	External identifier provided by external systems or integrations to map the record in Vault with external data sources.
Legacy CRM Id	String	False	No	Identifier used in legacy customer relationship management systems to reference the same user before migrating to Vault.
Content Group	String	False	No	Reference to the associated content group that this user is linked to, defining the context or scope of content access.
User	String	False	No	Reference to the individual user assigned to this content group, typically mapped to Vault user credentials or profiles.
Modified By Realignment	Datetime	True	No	Timestamp indicating when the user record was last modified due to a realignment operation, such as reassignment of users to different content groups.

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ContentPreferences

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the content preference record. This is used as the primary key in the database.
Content Preference Type	String	True	No	Specifies the record subtype of the content preference using the Veeva object type field (object_type__v), which helps categorize different kinds of preferences.
Global ID	String	True	No	Globally unique identifier assigned by the system (global_id__sys) to ensure consistency across vaults or integrations.
Link	String	False	No	System-managed hyperlink (link__sys) to the Vault UI representation of the content preference record.
Name	String	True	No	Descriptive title or label for the content preference (name__v), commonly used for user-facing identification.
Status	String	False	No	Current lifecycle status of the content preference record (status__v), such as Active, Inactive, or Archived.
Created By	String	True	No	Username or ID of the user who initially created the content preference record (created_by__v).
Created Date	Datetime	True	No	Timestamp indicating when the content preference was first created in the system (created_date__v).
Last Modified By	String	True	No	Username or ID of the user who most recently updated the content preference record (modified_by__v).
Last Modified Date	Datetime	True	No	Timestamp of the last modification made to the content preference record (modified_date__v).
External Id	String	False	No	External system reference ID (external_id__v) used to map this record to data outside of Veeva Vault.
Label	String	False	No	Optional user-defined label (label__v) to provide a friendly name or additional classification for the content preference.
Mobile ID	String	False	No	Identifier used by mobile clients (mobile_id__v) to sync and track the content preference across offline and online states.
Legacy CRM Id	String	False	No	Identifier carried over from legacy Customer Relationship Management (CRM) systems (legacy_crm_id__v), useful for migration and historical reference.
CLM Presentation	String	False	No	Reference to the associated Closed Loop Marketing (CLM) presentation (clm_presentation__v) that this content preference applies to.
Owner	String	False	No	Vault user or group ID (ownerid__v) responsible for managing or maintaining the content preference record.

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ContentTypes

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the content type record within the Veeva Vault system.
Content Type Type	String	True	No	Indicates the Vault object type associated with the content type, as defined by the object_type__v system field.
Global ID	String	True	No	System-generated global identifier (global_id__sys) used to uniquely identify this record across multiple Vaults or environments.
Link	String	False	No	System-generated hyperlink (link__sys) to access the content type record directly within the Vault UI.
Content Type Name	String	False	No	User-defined name of the content type, stored in the name__v field, which is used to label and distinguish the type of content within the Vault.
Status	String	False	No	Current status of the content type, such as Active, Inactive, or Deprecated. This value is stored in the status__v field and controls lifecycle behavior.
Created By	String	True	No	Username or system identifier of the user who created the content type record. This value is stored in the created_by__v system field.
Created Date	Datetime	True	No	Timestamp indicating when the content type record was first created in the Vault system. This is stored in the created_date__v field.
Last Modified By	String	True	No	Username or system identifier of the user who last modified the content type record. This is tracked in the modified_by__v field.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update made to the content type record. Stored in the modified_date__v system field.
External Id	String	False	No	Optional identifier used to associate the content type with an external system. Stored in the external_id__v field for integration or reference purposes.
Owner	String	False	No	User or group that is designated as the owner of the content type record. The value in ownerid__v defines visibility and permission control.
Legacy CRM Id	String	False	No	Identifier previously used in a legacy Customer Relationship Management (CRM) system to represent the content type. Stored in legacy_crm_id__v for backward compatibility or migration tracking.

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ContractLines

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the contract line record within the Vault system.
Contract Line Type	String	True	No	Specifies the type of contract line, such as Sales or Listing, determining the applicable business rules and workflows.
Global ID	String	True	No	System-generated global identifier combining Vault ID and record ID, ensuring uniqueness across all Vaults for integration purposes.
Link	String	False	No	Reference field used to track the source of the object record, facilitating Vault-to-Vault or external system integrations.
Contract Line ID	String	True	No	User-defined identifier for the contract line, often used for display and reference in user interfaces and reports.
Status	String	False	No	Indicates the current lifecycle state of the contract line, such as Draft, Active, or Expired, guiding permissible actions.
Created By	String	True	No	Identifier of the user who created the contract line record, useful for audit trails and user activity tracking.
Created Date	Datetime	True	No	Timestamp marking when the contract line was initially created in the system.
Last Modified By	String	True	No	Identifier of the user who last modified the contract line record, aiding in change tracking and accountability.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the contract line record.
Device Type	String	False	No	Specifies the category of device associated with the contract line, such as Medical Device or Pharmaceutical Product.
Rate Maximum	Decimal	False	No	Maximum allowable rate for the service or product under the contract line, expressed in local currency.
Rate Maximum Corp	Decimal	True	No	Corporate-level maximum rate for the service or product, standardized across different regions or business units.
Local Currency	String	False	No	Currency code representing the local currency applicable to the contract line, aligning with regional financial practices.
Rate Minimum	Decimal	False	No	Minimum allowable rate for the service or product under the contract line, expressed in local currency.
Rate Minimum Corp	Decimal	True	No	Corporate-level minimum rate for the service or product, ensuring consistency in pricing strategies.
Rate Type	String	False	No	Defines the method of rate calculation, such as Fixed, Variable, or Tiered, influencing billing and invoicing processes.
Rate	Decimal	False	No	Standard rate applied to the service or product under the contract line, based on the defined rate type.
Rate Corp	Decimal	True	No	Corporate-standard rate for the service or product, facilitating uniform pricing across the organization.
Service Quantity Maximum	Double	False	No	Upper limit on the quantity of service or product deliverable under the contract line.
Service Quantity Minimum	Double	False	No	Lower limit on the quantity of service or product deliverable under the contract line.
Service Quantity	Double	False	No	Agreed-upon quantity of service or product to be delivered under the contract line.
End Date	Date	False	No	Date on which the contract line's terms and conditions cease to be effective.
External ID	String	False	No	Identifier used to link the contract line record to external systems or datasets, supporting data synchronization.
IM Consumer Price	Decimal	False	No	Price point of the product or service as observed in inventory monitoring, reflecting consumer-facing pricing.
IM Consumer Price Corp	Decimal	True	No	Corporate-level consumer price used in inventory monitoring, aiding in centralized pricing analysis.
IM Horizontal	Decimal	False	No	Measurement of product facings in a horizontal orientation within a retail or display setting, used in inventory assessments.
IM Facings	Decimal	False	No	Total number of product facings, indicating the product's visibility and shelf presence in inventory monitoring.
IM Vertical	Decimal	False	No	Measurement of product facings in a vertical orientation within a retail or display setting, used in inventory assessments.
IM Inventory	Decimal	False	No	Represents the inventory level of the product at the time the contract line was created or evaluated. This value can be used to assess availability or fulfillment readiness.
IM Layer	String	False	No	Indicates the inventory management layer or tier associated with this contract line, such as central warehouse, regional depot, or retail point.
IM Moved Goods	Decimal	False	No	Tracks the quantity of goods that have been moved or transferred under this contract line, reflecting logistics or distribution activity.
IM Position	String	False	No	Describes the physical or logical inventory position relevant to this contract line, such as shelf location, depot slot, or assigned container.
Lock	Bool	False	No	Indicates whether the contract line is locked from further modification. A locked state prevents updates and enforces data consistency.
Mandatory Contract Line	Bool	False	No	Specifies whether the contract line is mandatory as part of the overall contract. This flag enforces inclusion during contract validation and submission.
Mobile Created Datetime	Datetime	False	No	Captures the exact date and time the contract line record was created using a mobile device, supporting field activity traceability.
Mobile ID	String	False	No	Unique identifier assigned to the contract line record by the mobile device that created it, used for synchronization and audit tracking.
Mobile Last Modified Datetime	Datetime	False	No	Stores the timestamp of the most recent modification to the contract line via a mobile device, useful for mobile user audits.
Notes	String	False	No	Free-text field containing comments, observations, or internal remarks relevant to the contract line. Often used for operational annotations.
OM List Amount Achieved	Decimal	False	No	Represents the total achieved sales amount based on list price under this contract line, used for incentive or rebate calculations.
OM List Amount Achieved Corp	Decimal	True	No	Corporate-level aggregation of the list amount achieved under this contract line, supporting centralized reporting and finance controls.
OM List Amount Target	Decimal	False	No	Targeted sales amount based on list price for this contract line, used to evaluate performance against contract expectations.
OM List Amount Target Corp	Decimal	True	No	Corporate-level sales target amount under list pricing for this contract line, aiding in strategic planning and financial forecasting.
OM Net Amount Achieved	Decimal	False	No	Total achieved sales amount under net pricing (after discounts or rebates) for this contract line, reflecting true revenue contribution.
OM Net Amount Achieved Corp	Decimal	True	No	Corporate roll-up of the net amount achieved for this contract line, typically used for high-level profitability analysis.
OM Net Amount Target	Decimal	False	No	Net pricing target for the contract line, representing the expected revenue goal after discounts are applied.
OM Net Amount Target Corp	Decimal	True	No	Corporate-level net revenue target for the contract line, used to assess sales performance across business units or regions.
OM Quantity Achieved	Decimal	False	No	Actual product quantity sold or fulfilled under this contract line, supporting volume-based performance tracking.
OM Quantity Target	Decimal	False	No	Planned product quantity to be achieved for this contract line, used to evaluate progress toward contractual obligations.
Override Lock	Bool	False	No	Indicates whether users have permission to override the lock on this contract line. If true, modifications can be allowed even when locked.
Product Identifier	String	False	No	Unique product code or SKU referenced by this contract line, used to link the contract to a specific product in the catalog.
Start Date	Date	False	No	The effective date when this contract line becomes active. Determines the beginning of the fulfillment or tracking period.
Event Format	String	False	No	Specifies the type of promotional or contractual event associated with this line, such as webinar, in-person session, or hybrid format.
Location Type	String	False	No	Describes the type of location where the contract line activity or fulfillment occurs, such as hospital, clinic, or distribution center.
Content Length	String	False	No	Represents the duration, size, or extent of content associated with the contract line, depending on the context (for example, video minutes, document pages).
Program Type	String	False	No	Categorizes the program under which this contract line is executed, such as educational initiative, marketing campaign, or compliance training.
Service Type	String	False	No	Defines the type of service being provided or contracted, such as consulting, delivery, or technical support.
Contract	String	False	No	Reference to the parent contract to which this line belongs. This is used to group and organize lines within the larger contractual framework.
Product	String	False	No	Descriptive name of the product tied to this contract line, supporting human-readable identification alongside the product identifier.
Service	String	False	No	Identifier of the medical service or offering associated with this contract line, as defined in the Vault service catalog (service__v).
Service Name	String	True	No	Descriptive name of the service linked to this contract line, typically used for human-readable referencing in reports and user interfaces (service_name__v).
Total Payment	Decimal	True	No	Cumulative amount that has been paid or is expected to be paid for this specific contract line, reflecting the full value of the service agreement (em_total_payment__v).
OM List Amount Remaining	Decimal	True	No	Remaining balance from the original list price value allocated to this contract line, used to track unutilized list-priced amounts in operational models (om_list_amount_remaining__v).
OM Net Amount Remaining	Decimal	True	No	Net value still available under this contract line after accounting for discounts, adjustments, or partial usage, as tracked in operational models (om_net_amount_remaining__v).
OM Quantity Remaining	Decimal	True	No	Remaining quantity or units of the contracted item or service that have not yet been utilized or invoiced, based on operational model tracking (om_quantity_remaining__v).
Legacy CRM Id	String	False	No	Reference ID carried over from a legacy Customer Relationship Management (CRM) system to maintain historical linkage and data integrity across systems (legacy_crm_id__v).

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ContractPartners

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the contract partner record within the Vault system.
Contract Partner Type	String	True	No	Specifies the Vault object type assigned to this contract partner entry, used for system classification.
Global ID	String	True	No	System-generated unique identifier used for data synchronization and global reference across integrated systems.
Link	String	False	No	Internal system link reference that enables navigation or API linkage to the contract partner record.
Contract Partner ID	String	True	No	Business identifier for the contract partner, typically a user-friendly or human-readable ID.
Status	String	False	No	Current lifecycle status of the contract partner record, such as active, inactive, or draft.
Created By	String	True	No	Username or system ID of the individual or process that initially created the contract partner entry.
Created Date	Datetime	True	No	Date and time when the contract partner record was first created in the system.
Last Modified By	String	True	No	Username or system ID of the last individual or process that modified this record.
Last Modified Date	Datetime	True	No	Timestamp capturing the last update made to the contract partner entry.
Acceptance #	String	False	No	Identifier or reference number for acceptance, often used in tracking agreement confirmations.
I have read and understood	Bool	False	No	Boolean flag indicating that the signee has acknowledged understanding of the contract terms.
Device Type	String	False	No	Type of device used to create or modify this record, such as mobile, tablet, or desktop.
Disclaimer	String	False	No	Text or identifier referring to a legal disclaimer acknowledged by the contract partner.
External ID	String	False	No	Reference ID used to map this record to external systems or third-party platforms.
Lock	Bool	False	No	Indicates whether the record is currently locked to prevent edits, either manually or system-enforced.
Mobile Created Datetime	Datetime	False	No	Timestamp indicating when the record was created on a mobile device.
Mobile ID	String	False	No	Unique identifier assigned to the record by the mobile application or device.
Mobile Last Modified Datetime	Datetime	False	No	Timestamp of the most recent modification made from a mobile device.
Override Lock	Bool	False	No	Boolean flag used to permit changes to a locked record, typically with elevated permissions.
Signature Datetime	Datetime	False	No	Date and time when the contract partner electronically signed the agreement.
Signature	String	False	No	Encoded or stored representation of the partner's digital or typed signature.
Signee	String	False	No	Name or identifier of the individual who signed on behalf of the contract partner.
Contract Partner Status	String	False	No	Detailed status field that can include values such as pending signature, signed, or expired.
User Signature	String	False	No	Digital signature value provided by the user participating in the contract agreement.
Institution Signature	String	False	No	Digital signature value associated with the institution or organization in the contract.
Account	String	False	No	Reference to the associated account entity tied to this contract partner.
Call	String	False	No	Links the contract partner to a specific call activity or interaction, if applicable.
Contract	String	False	No	Reference to the parent contract to which this partner is associated.
Event Speaker	String	False	No	Links the contract partner to an event speaker role within an engagement or meeting context.
Speaker	String	False	No	Identifies the individual fulfilling a speaker role associated with the contract partner.
User	String	False	No	Vault user associated with this contract partner, typically for ownership or tracking.
Owner	String	False	No	Vault internal owner ID for assigning ownership and access control to the record.
Account Identifier	String	True	No	External-facing identifier or alias for the account entity tied to the partner.
Agreement	Bool	True	No	Boolean indicating whether an official agreement has been acknowledged by the contract partner.
End Date	Date	True	No	Designated end date of the contract partner's involvement or agreement period.
Start Date	Date	True	No	Start date when the contract partner's responsibilities or agreement become effective.
Expired?	Bool	True	No	Boolean field indicating whether the contract partner's agreement has surpassed its end date.
Formatted Name	String	True	No	System-formatted name for display purposes, often combining first and last name or titles.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system used to support data migration or cross-system mapping.

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Contracts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier assigned to each contract record. This ID is used as the primary key for referencing the contract within the system.
Contract Type	String	True	No	Specifies the type of contract object, such as distribution agreement, service-level agreement, or consulting agreement, based on the system-defined classification.
Global ID	String	True	No	System-wide unique identifier that distinguishes this contract across multiple Vault environments or integration layers.
Link	String	False	No	System-generated hyperlink that provides direct access to the full contract record in the Vault interface.
Contract Name	String	False	No	Descriptive name assigned to the contract, typically used for display purposes in user interfaces and reports.
Status	String	False	No	Current state of the contract in its lifecycle, such as Draft, Active, Expired, or Archived, depending on business workflow.
Created By	String	True	No	Username or identifier of the Vault user who originally created the contract record.
Created Date	Datetime	True	No	Timestamp indicating when the contract record was initially created in the system.
Last Modified By	String	True	No	Username or identifier of the user who most recently updated the contract record.
Last Modified Date	Datetime	True	No	Timestamp of the last modification made to the contract record.
Account Specific Template	Bool	False	No	Indicates whether the contract is based on a template that is specific to a particular account or customer entity.
Agreement	Bool	False	No	Boolean flag that identifies whether the record represents a formal agreement, as opposed to an internal or placeholder document.
Enable Batch	Bool	False	No	Specifies whether this contract supports batch processing, which is useful for automating data imports, exports, or synchronization activities.
Default	Bool	False	No	Indicates whether this contract serves as the default contract type or template within a specific context or process.
Description	String	False	No	Detailed description of the contract's purpose, scope, or key terms. This is typically used for internal reference and understanding.
Device Type	String	False	No	Type of device or platform relevant to the contract, such as tablet, mobile, or desktop, used for deployment or compliance tracking.
Disclaimer	String	False	No	Custom legal or informational disclaimer text associated with the contract, often shown in summaries or on acceptance screens.
Tier	String	False	No	Commercial or regulatory tier assigned to the contract, reflecting pricing levels, partner classification, or access rights.
End Date	Date	False	No	Date on which the contract's terms officially expire or terminate. May trigger downstream compliance or renewal actions.
External ID	String	False	No	Identifier used to reference this contract in external systems such as ERP or CRM platforms. Supports data synchronization and audit traceability.
Inventory Monitoring Type	String	False	No	Specifies the approach or methodology for tracking inventory under this contract, such as manual, automatic, or real-time monitoring.
Last Batch Datetime	Datetime	False	No	Timestamp of the most recent batch operation performed on the contract record, such as data import, sync, or workflow execution.
Lock	Bool	False	No	Indicates whether the contract is currently locked from editing, typically due to workflow state, compliance, or review restrictions.
Mobile Created Datetime	Datetime	False	No	Timestamp marking when the contract was created using a mobile interface or offline application.
Mobile ID	String	False	No	Unique identifier associated with the contract in the mobile or offline Vault application. This is used for reconciliation and syncing.
Mobile Last Modified Datetime	Datetime	False	No	Timestamp of the last update to the contract record made via a mobile interface or offline mode.
Override Lock	Bool	False	No	Flag that allows administrative users to override a locked state on the contract for emergency or exception handling.
Product Bound	Bool	False	No	Indicates whether this contract is tied to a specific product or product family, influencing applicability or reporting.
Start Date	Date	False	No	Date on which the contract becomes effective and its terms are enforceable. This is used for timeline and compliance tracking.
Contract Status	String	False	No	Indicates the current state of the contract, such as Draft, Active, Expired, or Terminated. This status reflects the contract's lifecycle and is used for workflow processing and filtering.
Template Name	String	False	No	Stores the name of the document template associated with this contract. This is typically used to generate contract documents from predefined formats.
Template	Bool	False	No	Indicates whether this record serves as a reusable contract template. If true, the contract can be cloned or referenced when creating new contracts.
Period Type	String	False	No	Defines the unit of time used to express contract duration, such as Monthly, Quarterly, or Annually. This value determines how the system interprets contract length.
Minimum Contract Length	Decimal	False	No	Specifies the minimum duration required for the contract to remain valid, based on the period type. This is often used to enforce contract compliance thresholds.
Contract Length	Decimal	False	No	Represents the total length of the contract using the specified period type. This field helps calculate expiration dates and manage renewals.
First Expiration Date	Date	False	No	The earliest date on which the contract is scheduled to expire based on its defined duration. This is used for expiration tracking and renewal reminders.
Corporate Contract	Bool	False	No	Indicates whether the contract is designated as a corporate-level agreement rather than a local or regional one. Corporate contracts often apply across multiple geographies or entities.
Minimum Programs	Decimal	False	No	Defines the minimum number of programs that must be executed under this contract for it to be considered valid or fulfilled. Often used in performance-based agreements.
Maximum Programs	Decimal	False	No	Specifies the upper limit on the number of programs that can be executed under the contract. Helps prevent overspending or overuse of contract scope.
Completed Programs	Decimal	False	No	Captures the number of programs that have been successfully completed under the current contract. This helps track execution progress and assess fulfillment.
Call Objective	String	False	No	Describes the primary purpose or goal of field representative calls conducted under this contract. This can relate to educational, promotional, or compliance objectives.
Print Template	String	False	No	References the document or catalog template used when printing contract-related materials. This is typically linked to predefined EM (Event Management) templates.
Wholesaler	String	False	No	Identifies the wholesale distributor or intermediary associated with the contract. This field supports supply chain coordination and financial tracking.
Speaker	String	False	No	References the speaker or key opinion leader (KOL) who is contracted to participate in events or programs under this agreement. This is important for event planning and speaker management.
Contracted Event Type	String	False	No	Specifies the type of event covered by the contract, such as Speaker Program, Advisory Board, or Webinar. This categorization is used for reporting and compliance purposes.
Contracted Product	String	False	No	Lists the product or group of products included in the contract terms. Helps ensure alignment between contracted services and marketed assets.
Institution	String	False	No	Indicates the healthcare institution or facility associated with the contract, such as a hospital, clinic, or research center. Important for event logistics and regulatory compliance.
Owner	String	False	No	Identifies the user or system account responsible for managing the contract record. Often corresponds to the field representative, contract administrator, or system integration user.
Total Payment	Decimal	False	No	Represents the total amount of payment defined in the contract for services rendered or products promoted. This is used for budgeting and financial reconciliation.
Total Payment Corp	Decimal	True	No	Captures the corporate-level total payment associated with the contract. This is typically used in roll-up calculations across business units or geographies.
Local Currency	String	False	No	Specifies the currency in which the contract values, such as total payment, are expressed. Supports global financial reporting in region-specific currencies.
Expired?	Bool	True	No	Indicates whether the contract has reached or passed its expiration date. Helps with filtering out inactive or historical contracts in reports and workflows.
Legacy CRM Id	String	False	No	Holds the identifier from the legacy Customer Relationship Management (CRM) system for backward compatibility and migration tracking.
Language	String	False	No	Specifies the language in which the contract content is written. This is useful for localization, document generation, and multilingual compliance reviews.
Awaiting Rendition	String	False	No	Indicates whether the contract document is pending finalization or official rendering. This status helps monitor document readiness for execution.

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Countries2

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the country record, used as the primary key in the system.
Country Type	String	True	No	Specifies the Vault object type associated with the country, typically used to categorize or identify the record within the schema.
Global ID	String	True	No	System-generated global identifier used for cross-system referencing and integration across multiple Vault instances.
Link	String	False	No	System-managed hyperlink that provides a direct reference to the record within the Vault user interface or API.
Name	String	False	No	The internal name assigned to the country record within Vault, often used for sorting or lookup operations.
Status	String	False	No	Indicates the current lifecycle state or operational status of the country record, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or ID of the user who originally created the country record in Vault.
Created Date	Datetime	True	No	Date and timestamp indicating when the country record was first created in Vault.
Last Modified By	String	True	No	Username or ID of the user who last updated the country record.
Last Modified Date	Datetime	True	No	Date and timestamp of the most recent modification made to the country record.
Country Code	String	False	No	Two-letter ISO Alpha-2 country code (for example, US, FR, DE) used for standardized country representation in global applications.
Country Name	String	False	No	Full official name of the country, such as 'United States', 'France', or 'Germany', is displayed for user-friendly identification.
Owner	String	False	No	Reference to the user or role designated as the owner of the record, who is typically responsible for maintaining the country entry.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to reference the country, included for backward compatibility and migration purposes.

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Currency

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier assigned to each currency record in the system. This is typically used as the primary key for referencing the currency entry.
Name	String	False	No	The official name of the currency as stored in the Veeva Vault system. This corresponds to the name__v field and is used for display and selection purposes.
Status	String	False	No	The current status of the currency record, as defined in the status__v field. Indicates whether the currency is active, inactive, or in another defined state.
Created By	String	True	No	The user who originally created the currency record, referenced by the created_by__v field. Helps with audit tracking and record provenance.
Created Date	Datetime	True	No	The timestamp when the currency record was first created in the system. Stored in the created_date__v field and used for auditing purposes.
Last Modified By	String	True	No	The user who last modified the currency record, identified by the modified_by__v field. This is used for change tracking and accountability.
Last Modified Date	Datetime	True	No	The date and time when the currency record was last updated, as captured in the modified_date__v field. This is useful for determining the currency of the data.
Abbreviation	String	False	No	A standardized short code representing the currency, such as USD or EUR, from the abbreviation__sys field. Often used in financial displays and exports.
Rate	Double	False	No	The current exchange rate of the currency relative to a base currency, taken from the rate__sys field. This value is used in currency conversions and financial calculations.
Global ID	String	True	No	A globally unique identifier for the currency record, drawn from the global_id__sys field. Ensures system-wide uniqueness and is useful for integrations across environments.
Link	String	False	No	A system-generated hyperlink to the currency record within the Veeva Vault interface, from the link__sys field. Provides quick access to the full record.

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CustomerJourneyAccounts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Customer Journey Account record within the Veeva Vault system.
Customer Journey Account Type	String	True	No	Specifies the type or classification of the Customer Journey Account, sourced from the object_type__v field.
Global ID	String	True	No	System-generated global identifier used for cross-system data consistency and integration tracking.
Link	String	False	No	System-generated hyperlink reference to the Customer Journey Account document or record within Vault.
Name	String	True	No	Human-readable name or title assigned to the Customer Journey Account, usually aligned with a specific customer initiative.
Status	String	False	No	Lifecycle status of the Customer Journey Account, indicating whether it is active, inactive, or archived within the workflow.
Created By	String	True	No	Username or identifier of the user who initially created this Customer Journey Account record.
Created Date	Datetime	True	No	Timestamp representing when the Customer Journey Account was first created in the system.
Last Modified By	String	True	No	Username or identifier of the user who last updated the Customer Journey Account record.
Last Modified Date	Datetime	True	No	Timestamp representing the most recent modification made to the Customer Journey Account.
External ID	String	False	No	Custom external identifier provided by external systems for mapping or integration purposes.
Customer Journey Account Status	String	False	No	Describes the current operational or workflow status of the Customer Journey Account, such as In Progress, Completed, or Paused.
Veeva External ID	String	False	No	Veeva-assigned external identifier used for syncing and referencing the Customer Journey Account across Vault instances or APIs.
Legacy CRM Id	String	False	No	Identifier carried over from a previous Customer Relationship Management (CRM) system to maintain historical continuity.
Account	String	False	No	Reference to the associated account record in Vault, representing the customer or organization tied to the journey.
Customer Journey	String	False	No	Reference to the overarching Customer Journey that this account is a part of, defining a sequence of engagement steps.
Current Customer Journey Stage	String	False	No	Indicates the current phase or milestone within the customer journey for this account, such as Awareness, Evaluation, or Onboarding.

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CustomerJourneyExecutions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the customer journey execution record within the Veeva Vault environment.
Customer Journey Execution Type	String	True	No	Specifies the type or classification of the customer journey execution, derived from the object type definition in Veeva Vault.
Global ID	String	True	No	A globally unique identifier assigned by the system for consistent reference across different Vaults and integrations.
Link	String	False	No	System-generated URL or reference link pointing to the specific customer journey execution record in Vault.
Name	String	True	No	The user-defined or system-assigned name of the customer journey execution, used for display and search purposes.
Status	String	False	No	Indicates the current lifecycle state of the execution record, such as Active, Completed, Skipped, or Cancelled.
Created By	String	True	No	The username or ID of the individual or system process that created the customer journey execution record.
Created Date	Datetime	True	No	The timestamp indicating when the record was initially created in Vault, stored in Coordinated Universal Time (UTC).
Last Modified By	String	True	No	The username or ID of the last user or process that modified the record.
Last Modified Date	Datetime	True	No	The timestamp of the most recent modification to the record, in UTC format.
Channel	String	False	No	Represents the communication or interaction channel used in the customer journey, such as Email, SMS, In-Person, or Phone.
Date	Date	False	No	The calendar date on which the customer journey execution was scheduled or occurred.
External ID	String	False	No	An external reference identifier used to link this record with systems outside of Vault, such as Customer Relationship Management (CRM) platforms.
Skip Reason	String	False	No	The reason why the execution was skipped, providing insight into workflow exceptions or process deviations.
Legacy CRM Id	String	False	No	An identifier imported from a legacy CRM system to support historical tracking and backward compatibility.
Call	String	False	No	Reference to the related call record that is part of the customer interaction within the journey.
Customer Journey	String	False	No	Link to the overarching customer journey plan or template from which this execution is derived.
Event	String	False	No	Specifies a triggering or associated event in the context of the customer journey, such as a scheduled interaction or campaign.
Key Message	String	False	No	Reference to the core marketing or medical message intended to be delivered during this execution step.
Sent Email	String	False	No	Reference to the email object sent as part of the execution, if applicable.
Sent Message	String	False	No	Reference to a non-email message (such as SMS or in-app notification) that was sent during the execution.
Owner	String	False	No	User ID of the person responsible for managing or overseeing this specific execution of the customer journey.
Customer Journey Stage	String	False	No	Identifies the current stage of the customer journey at the time of execution, such as Awareness, Engagement, or Conversion.
Customer Journey Stage Activity	String	False	No	Refers to the specific activity or action within the identified stage, providing more granular tracking.
Customer Journey Account	String	False	No	Reference to the customer account associated with this journey execution.
Previous Customer Journey Stage	String	False	No	The stage in the customer journey that immediately preceded the current one, used for auditing progression and transitions.

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CustomerJourneys

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the customer journey record, used as the primary key in the system.
Customer Journey Type	String	True	No	Specifies the type of customer journey being tracked, based on the object_type__v field in Veeva Vault.
Global ID	String	True	No	System-generated global identifier used for cross-system reference and deduplication within Vault applications.
Link	String	False	No	System-managed link reference that provides a direct URL to access the specific customer journey record in the Vault UI.
Name	String	False	No	Human-readable name of the customer journey, often used to identify or categorize the journey.
Status	String	False	No	Current lifecycle status of the customer journey, such as Active, Inactive, or Archived, based on Vault lifecycle definitions.
Created By	String	True	No	Username or user ID of the person who initially created the customer journey record in the system.
Created Date	Datetime	True	No	Timestamp indicating when the customer journey record was created in the Vault system.
Last Modified By	String	True	No	Username or user ID of the last person to update the customer journey record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the customer journey record, used for audit tracking.
Description	String	False	No	Detailed description or purpose of the customer journey, used to provide additional business context.
End Date	Date	False	No	The date on which the customer journey is scheduled to or actually ends, marking the completion of the journey lifecycle.
External ID	String	False	No	Identifier from an external system, used to integrate and align customer journey data across platforms.
Start Date	Date	False	No	The date on which the customer journey begins, indicating when tracking or engagement is initiated.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system used to maintain backward compatibility or historical tracking of records.
Brand Plan	String	False	No	Reference to the associated brand plan that the customer journey supports, linking strategic objectives to execution.
Detail Group	String	False	No	Identifier for a detail group used in segmentation or targeting within marketing workflows.
Product	String	False	No	Primary product associated with the customer journey, typically representing the promoted item or service.
Owner	String	False	No	Vault user or user group assigned as the record owner, responsible for managing the customer journey.
User Country	String	False	No	Country associated with the user or record, used for localization, reporting, or regulatory purposes.

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CustomerJourneyStageActivities

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for each record in the Customer Journey Stage Activities table. This ID is typically system-generated and used as the primary key.
Customer Journey Stage Activity Type	String	True	No	Specifies the type or classification of the stage activity within the customer journey. This is used to distinguish between different activity categories, such as email, call, or event.
Global ID	String	True	No	The system-wide globally unique identifier associated with the activity record, used for cross-vault reference and integration consistency.
Link	String	False	No	A system-generated URL or reference link to the activity record, which can be used to view or access the record within the Vault interface.
Name	String	False	No	The user-friendly name of the customer journey stage activity, often used in reports, dashboards, and user interfaces.
Status	String	False	No	Represents the current workflow status of the stage activity, such as Draft, In Review, or Approved. This is useful for tracking progress through review and approval cycles.
Created By	String	True	No	The username or identifier of the user who initially created the record. This is used for auditing and accountability purposes.
Created Date	Datetime	True	No	The timestamp indicating when the stage activity record was originally created in the system.
Last Modified By	String	True	No	The username or identifier of the last user who updated the record. This is used to track responsibility for the most recent change.
Last Modified Date	Datetime	True	No	The timestamp indicating the last time this record was modified. Important for version control and audit tracking.
Channel	String	False	No	Indicates the communication or engagement channel used in the stage activity, such as Email, Call, Webinar, or In-Person.
Email Fragment Vault Doc ID	String	False	No	A comma-separated list of document IDs representing email content fragments stored in Vault. These fragments can be reused across templates.
Email Template Vault Doc ID	String	False	No	The Vault document ID of the email template associated with the stage activity. This template provides the structure and branding for outbound communications.
External ID	String	False	No	An identifier used by external systems to reference the stage activity. This is typically mapped from a Customer Relationship Management (CRM) or marketing automation platform.
Objective	String	False	No	Describes the primary goal or intent of the activity, such as educating the customer, promoting a product, or collecting feedback.
Sequence	Decimal	False	No	A numeric value indicating the order in which this activity should occur within the customer journey stage. Lower values are executed earlier.
Vault ID	String	False	No	The identifier of the Vault environment where this activity is stored. This is useful for multi-vault operations and integrations.
Legacy CRM Id	String	False	No	An identifier from a legacy CRM system, retained for historical reference or data migration purposes.
CLM Presentation	String	False	No	The name or identifier of the Closed Loop Marketing presentation linked to the activity, if applicable. This supports tracking of digital detailing content.
Customer Journey Stage	String	False	No	A reference to the specific customer journey stage to which this activity belongs. This links the activity to a larger strategic campaign or path.
Event	String	False	No	The associated event record, if the activity is tied to a live or scheduled event such as a webinar, conference, or HCP meeting.
Key Message	String	False	No	Specifies the key message or primary content being delivered during the activity, often linked to a product, campaign, or compliance goal.

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CustomerJourneyStages

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the customer journey stage record. This is used as a primary key for internal reference.
Customer Journey Stage Type	String	True	No	Specifies the object type classification for the customer journey stage. Determines the schema and behavior applied to this record.
Global ID	String	True	No	System-assigned global identifier that ensures cross-environment uniqueness for this stage across different Vault instances.
Link	String	False	No	URL link pointing to the Vault UI location of the customer journey stage record. This is useful for cross-referencing or external integrations.
Name	String	False	No	Human-readable label or title assigned to the customer journey stage. Often used for display in UI reports and dropdowns.
Status	String	False	No	Current lifecycle status of the customer journey stage, such as Active, Inactive, or Archived. Controls visibility and access behavior.
Created By	String	True	No	Username or system account that initially created the customer journey stage. This is useful for auditing and ownership tracking.
Created Date	Datetime	True	No	Timestamp indicating when the customer journey stage was first created in the Vault system.
Last Modified By	String	True	No	Username or system account that last updated the customer journey stage record. Helps track change accountability.
Last Modified Date	Datetime	True	No	Timestamp showing when the customer journey stage was last modified.
External ID	String	False	No	Custom external identifier used to reference this customer journey stage in external systems such as Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP) platforms.
Stage	String	False	No	Descriptive label for the stage within the customer journey, such as Awareness, Consideration, or Decision. This is used to group similar activities.
Summary	String	False	No	Brief summary providing an overview of the customer journey stage's purpose, content, or expected actions.
Veeva External ID	String	False	No	Unique external identifier automatically generated by Veeva. This is useful for integrations and referencing across connected modules.
Legacy CRM Id	String	False	No	Identifier inherited from legacy CRM systems, if applicable. This is used for backward compatibility and data migration tracking.
Customer Journey	String	False	No	Reference to the parent customer journey this stage belongs to. Establishes a one-to-many relationship between journey and stages.
Product Journey Stage	String	False	No	Links the customer journey stage to a corresponding stage in the product journey, enabling cross-functional alignment between sales and marketing processes.

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CyclePlanAdjustments

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the cycle plan adjustment record. This is used as the primary key.
Global ID	String	True	No	Globally unique identifier for the adjustment entry, typically used for cross-system integrations and data reconciliation.
Link	String	False	No	System-generated URL link to the full record in Veeva Vault. This is useful for navigation from external dashboards or integrations.
Cycle Plan Adjustments Name	String	True	No	Descriptive name of the cycle plan adjustment entry, used for reporting and user identification.
Status	String	False	No	Indicates the current status of the adjustment, such as Draft, Approved, or Archived. Drives visibility and workflow behavior.
Created By	String	True	No	Username or ID of the user who originally created the adjustment record in the system.
Created Date	Datetime	True	No	Timestamp of when the adjustment record was first created in the system. It reflects the initial creation date.
Last Modified By	String	True	No	Username or ID of the user who last updated the adjustment record. This is useful for auditing and tracking changes.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update to the record, providing insight into last modification timing.
Actual	Decimal	False	No	The actual value applied as part of the cycle plan adjustment, often representing real-world execution data or outcomes.
External ID	String	False	No	External identifier assigned to the adjustment record by an external system. This is used for data synchronization and reference.
Scheduled	Decimal	False	No	Planned or expected value for the adjustment in the cycle plan. This is typically used for performance tracking against actuals.
Owner	String	False	No	Identifier of the user, team, or system that owns or is responsible for this adjustment record.
Legacy CRM Id	String	False	No	Reference to the identifier used in the legacy Customer Relationship Management (CRM) system prior to migration. Helps with backward compatibility and audits.

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CyclePlanDetails

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the cycle plan detail record, used as the primary key for internal reference.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across all Veeva Vault environments and tenants.
Link	String	False	No	URL or system-specific reference link that provides a direct path to the cycle plan detail record in the Veeva Vault interface.
Name	String	True	No	User-defined name or title of the cycle plan detail, typically used for display and reporting purposes.
Status	String	False	No	Current lifecycle status of the cycle plan detail record, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or system account that initially created the cycle plan detail record.
Created Date	Datetime	True	No	Timestamp indicating when the cycle plan detail record was first created in the system.
Last Modified By	String	True	No	Username or system account that last updated the cycle plan detail record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the cycle plan detail record.
Actual Details	Decimal	False	No	The actual number of completed interactions or touchpoints associated with this cycle plan detail.
Mobile ID	String	False	No	Identifier used by mobile platforms or devices to reference this specific cycle plan detail record.
Planned_Details	Decimal	False	No	The number of planned interactions or activities assigned to this cycle plan detail.
Priority	Decimal	False	No	Numerical value representing the importance or urgency level assigned to the cycle plan detail.
Scheduled Details	Decimal	False	No	The number of interactions or visits that have been scheduled in the plan but not yet completed.
Actual Total Details	Decimal	False	No	Cumulative count of all actual interactions associated with the entire cycle plan for this detail.
Planned Total Details	Decimal	False	No	Total number of planned interactions across the entire cycle plan that includes this detail.
Scheduled Total Details	Decimal	False	No	Total number of scheduled interactions associated with the broader cycle plan this detail is part of.
Target	String	False	No	Reference to the intended target entity for the cycle plan detail, such as an account, territory, or HCP.
Product Catalog	String	False	No	Identifier for the product or product catalog item associated with this cycle plan detail.
Attainment	Double	True	No	Percentage or value indicating the level of goal achievement based on actual versus planned details for this record.
Remaining	Decimal	True	No	Number of interactions or actions still pending completion within the scope of this specific detail.
Attainment Total	Double	True	No	Overall percentage or value of attainment calculated for the entire cycle plan involving this detail.
Remaining Total	Decimal	True	No	Aggregate number of remaining actions or visits across all related cycle plan details.
Legacy CRM Id	String	False	No	Identifier carried over from a legacy Customer Relationship Management (CRM) system used for data mapping or historical reference.

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CyclePlans

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the cycle plan record.
Global ID	String	True	No	Globally unique identifier for the cycle plan, used for integration and reference across environments.
Link	String	False	No	Direct URL link to access the specific cycle plan record within the Veeva Vault UI.
Name	String	False	No	Descriptive name of the cycle plan as defined by the user or system.
Status	String	False	No	Indicates the current lifecycle state of the cycle plan, such as Draft, Approved, or Inactive.
Created By	String	True	No	Username or system ID of the user who originally created the cycle plan record.
Created Date	Datetime	True	No	Timestamp indicating when the cycle plan was initially created in the system.
Last Modified By	String	True	No	Username or system ID of the user who most recently modified the cycle plan.
Last Modified Date	Datetime	True	No	Timestamp capturing the last time the cycle plan record was updated.
Active	Bool	False	No	Boolean flag indicating whether the cycle plan is currently active and in use.
Comments	String	False	No	Free-text field containing internal notes or comments associated with the cycle plan.
End Date	Date	False	No	Date on which the cycle plan is scheduled to conclude or expire.
External Id	String	False	No	Custom identifier used for mapping this cycle plan to an external system, such as a Customer Relationship Management (CRM).
Lock	Bool	False	No	Indicates whether the cycle plan is currently locked to prevent further editing.
Mobile ID	String	False	No	Unique identifier used to associate the cycle plan with mobile platform data or offline activity.
Start Date	Date	False	No	Date on which the cycle plan becomes effective and can begin execution.
Cycle Plan Status	String	False	No	Current execution status of the cycle plan, such as In Progress, Completed, or Cancelled.
Territory	String	False	No	Sales or geographic territory to which this cycle plan is assigned.
Owner	String	False	No	Identifier of the user or system group responsible for managing this cycle plan.
Actual Calls	Double	False	No	Total number of calls that have been executed as part of this cycle plan.
Planned Calls	Double	False	No	Total number of calls that were scheduled or intended in the plan.
Attainment Difference	Decimal	True	No	Numerical difference between expected and actual attainment values, used for performance tracking.
Attainment	Double	True	No	Achieved percentage of planned call targets or cycle objectives.
Expected Attainment	Double	True	No	Projected attainment percentage based on forecasted data or planning inputs.
Expected Calls	Decimal	True	No	Number of calls expected to be completed by the end of the cycle plan.
Remaining	Decimal	True	No	Number of planned calls that are yet to be completed for the current cycle.
Legacy CRM Id	String	False	No	Identifier used in legacy CRM systems to link historical cycle plan records.

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CyclePlanTargets

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the cycle plan target record, used internally by the system.
Global ID	String	True	No	System-generated globally unique identifier assigned to the record for cross-environment consistency.
Link	String	False	No	System-maintained hyperlink or reference Uniform Resource Identifier (URI) to the cycle plan target record, used for integrations or navigation.
Name	String	True	No	Descriptive name of the cycle plan target, typically reflecting its business or account relevance.
Status	String	False	No	Current status of the cycle plan target, indicating whether it is active, completed, or in another defined state.
Created By	String	True	No	Username or identifier of the user who originally created this cycle plan target entry.
Created Date	Datetime	True	No	Timestamp indicating when the cycle plan target record was created in the system.
Last Modified By	String	True	No	Username or identifier of the user who last modified this record.
Last Modified Date	Datetime	True	No	Timestamp reflecting the most recent update made to the cycle plan target record.
Actual Calls	Decimal	False	No	Number of actual calls executed against this specific target during the cycle.
External ID	String	False	No	Identifier used to map this target record to an external system or Customer Relationship Management (CRM), ensuring data consistency across platforms.
Mobile ID	String	False	No	Unique identifier used by mobile platforms to reference this cycle plan target, enabling offline or app-based operations.
Original Planned Calls	Decimal	False	No	Initial number of calls planned for the target when the cycle was first configured, prior to any adjustments.
Planned Calls	Decimal	False	No	Current number of planned calls for the target after updates, reflecting active call expectations.
Scheduled Calls	Decimal	False	No	Total number of calls that have been scheduled for this target, based on the current cycle plan.
Actual Total Calls	Decimal	False	No	Cumulative number of calls actually completed for all related targets in the cycle.
Planned Total Calls	Decimal	False	No	Total number of calls planned across all targets within the cycle plan.
Scheduled Total Calls	Decimal	False	No	Total number of calls scheduled across all targets for the cycle, used to assess alignment with plan goals.
Target	String	False	No	Reference to the specific account or business target that is the focus of the cycle plan.
Cycle Plan	String	False	No	Reference to the parent cycle plan associated with this target, linking the record to broader cycle objectives.
Attainment	Double	True	No	Percentage of goal achieved for this individual target based on actual versus planned calls.
Remaining Schedule	Decimal	True	No	Number of scheduled but not yet completed calls remaining for the target within the current cycle.
Remaining	Decimal	True	No	Difference between planned and actual calls for the target, indicating outstanding call obligations.
Total Attainment	Double	True	No	Overall percentage attainment across all related targets within the cycle plan.
Total Remaining Schedule	Decimal	True	No	Aggregate number of scheduled calls remaining across all targets in the cycle.
Remaining Total	Decimal	True	No	Cumulative outstanding calls across all targets, calculated as total planned minus total actual calls.
Legacy CRM Id	String	False	No	Identifier used in a previous or legacy CRM system to reference this target, useful for historical data mapping.

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DataChangeRequestLines

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the data change request line item.
Global ID	String	True	No	Globally unique system identifier used to reference the record across systems and integrations.
Link	String	False	No	System-generated link that provides direct access to the record in the Vault interface.
DCR Line ID	String	True	No	Human-readable identifier for the data change request line item, often used for display or reference purposes.
Status	String	False	No	Current lifecycle status of the data change request line item, such as Draft, In Review, Approved, or Rejected.
Created By	String	True	No	Username or identifier of the user who initially created the record.
Created Date	Datetime	True	No	Timestamp indicating when the data change request line item was originally created.
Last Modified By	String	True	No	Username or identifier of the user who last modified the record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent modification to the data change request line item.
Error	String	False	No	Error message or validation feedback related to the processing of the data change request, if applicable.
External Field API Name	String	False	No	Name of the external system field being referenced, formatted using the external API's field naming convention.
Field API Name	String	False	No	Internal API name of the Vault field being modified by the data change request.
Field Name	String	False	No	Display label of the field targeted by the data change request, as shown in the Vault UI.
Final Value (Localized)	String	False	No	Final value of the field after the data change request is completed, shown in localized display format.
Final Value	String	False	No	Raw final value of the field after the data change is applied, used for programmatic access and comparison.
Mobile Created Datetime	Datetime	False	No	Timestamp capturing when the line item was first created on a mobile device, if applicable.
Mobile ID	String	False	No	Unique identifier generated by the mobile device that created the line item, used for syncing purposes.
Mobile Last Modified Datetime	Datetime	False	No	Timestamp capturing the most recent modification to the line item made via a mobile device.
New Value (Localized)	String	False	No	Proposed new value for the field, formatted for display using local conventions and language.
New Value	String	False	No	Proposed raw new value for the field, entered by the requester and pending approval or processing.
Old Value (Localized)	String	False	No	Previous value of the field before the data change, displayed using localized formatting.
Old Value	String	False	No	Raw previous value of the field, used for audit and rollback purposes.
Resolution Note	String	False	No	Optional explanatory note documenting how or why the data change request was resolved in a specific way.
Result	String	False	No	Final outcome of the line item processing, such as Success, Failed, Skipped, or Not Applicable.
Data Change Request	String	False	No	Reference to the parent data change request record that groups this line item with others.
Owner	String	False	No	Identifier for the user or role currently responsible for managing or reviewing the line item.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to trace the original record or object prior to migration or integration.

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DataChangeRequests

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the data change request record.
Data Change Request Type	String	True	No	Specifies the type of data change request being submitted, such as Account Update or Address Change.
Global ID	String	True	No	Globally unique system identifier used for integration and deduplication across Vaults and systems.
Link	String	False	No	URL link reference to the data change request record within the Vault user interface.
Data Change Request Name	String	True	No	The human-readable name assigned to this data change request, often reflecting its subject or purpose.
Status	String	False	No	The current workflow status of the data change request, such as Submitted, Approved, or Rejected.
Created By	String	True	No	User who originally created the data change request record.
Created Date	Datetime	True	No	Timestamp indicating when the data change request record was created.
Last Modified By	String	True	No	User who last modified the data change request record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update to the data change request record.
Account External ID	String	False	No	External system identifier for the related account, used to link data across platforms.
Address External ID	String	False	No	External system identifier for the address associated with this request, used for external integration.
Challenge Reasons	String	False	No	Comma-separated list of reasons why the data was flagged for challenge (for example, invalid_address, incorrect_name).
Child Account External ID	String	False	No	External system identifier for the child account impacted by this request, used in account hierarchy validations.
Country Mapping	String	False	No	Country-specific configuration or mapping used to determine processing rules or routing.
DCR External ID	String	False	No	Unique external identifier for this data change request, used for tracking in third-party systems.
Date Time	Datetime	False	No	General timestamp associated with the request event, depending on context this could refer to creation, update, or submission.
Error	String	False	No	Detailed error message or code generated if the request fails validation or processing.
External Status	String	False	No	Status reported by an external system such as a customer master or integration layer, distinct from Vault status.
Mobile Created Datetime	Datetime	False	No	Timestamp indicating when this request was created via a mobile interface or offline app.
Mobile ID	String	False	No	Unique identifier from the mobile device or application instance used to submit the request.
Mobile Last Modified Datetime	Datetime	False	No	Timestamp of the last modification performed on a mobile device for this request.
Network Create Unverified	Decimal	False	No	Indicates whether an unverified record was created in Veeva Network. The value is typically 0 or 1.
Network Customer Master Mode	Decimal	False	No	Defines how the request should behave in customer master mode for Network. Values include 0 = disabled or 1 = enabled.
Network Session ID	String	False	No	Identifier used to track session interactions with Veeva Network during data processing.
Notes	String	False	No	Free-text field for entering general notes or comments relevant to the data change request.
Resolution Note	String	False	No	Describes the outcome or reasoning used to resolve the data change request.
Response Datetime	Datetime	False	No	Timestamp indicating when a response was received from an integrated system or reviewer.
Result	String	False	No	Overall result of the data change process (for example, success, failure, pending).
Sent Datetime	Datetime	False	No	Timestamp indicating when the data change request was sent to an external system or queue.
Data Change Request Status	String	False	No	Describes the status of the request within the Vault-specific data change lifecycle.
Territory Id	String	False	No	Internal identifier linking the request to a commercial sales territory.
Territory	String	False	No	Label or name of the territory associated with the request, typically used for routing or assignment.
Type	String	False	No	Category or classification of the request such as Account Merge, Address Correction, or HCP Split.
Account	String	False	No	Reference to the primary account affected by this data change request.
Child Account	String	False	No	Reference to a child account that can be affected by the data change or relationship update.
Parent Data Change Request	String	False	No	Reference to the parent DCR if this request is a subtask or part of a larger data change event.
Owner	String	False	No	User or group currently responsible for managing and resolving this data change request.
Legacy CRM Id	String	False	No	Identifier used in a legacy Customer Relationship Management (CRM) system for cross-system correlation and migration support.
Address	String	False	No	Reference to the address associated with the change request, typically linked to an account or entity.
Notes2	String	False	No	Additional or extended comments that provide more context, intended for long-form internal notes.
Attendee	String	False	No	Reference to an event attendee involved in this data change context, if applicable.
Attachment Status	String	False	No	Indicates whether attachments have been submitted, processed, or are pending for this request.

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DataGridLoaderConfigurations

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the data grid loader configuration record.
Data Grid Loader Configuration Type	String	True	No	Specifies the type of configuration being applied to the data grid loader, based on a predefined object type in Veeva Vault.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across all Vaults.
Link	String	False	No	System-generated hyperlink to access the full record directly in the Vault UI.
Template Name	String	False	No	The name of the configuration template used to define how data is loaded through the grid loader interface.
Status	String	False	No	Current lifecycle status of the configuration, such as Draft, In Review, or Active.
Created By	String	True	No	Username of the individual who originally created the data grid loader configuration.
Created Date	Datetime	True	No	Timestamp indicating when the configuration record was first created.
Last Modified By	String	True	No	Username of the individual who most recently modified the configuration.
Last Modified Date	Datetime	True	No	Timestamp indicating when the configuration was last updated in the system.
Active	String	False	No	Indicates whether the configuration is currently active and available for use within the Vault environment.
Object Name	String	False	No	Internal name of the Vault object that this configuration is associated with, determining the structure and fields to be loaded.
Sharing Group	String	False	No	Specifies the user group or set of roles that can access this configuration within the Vault.
Legacy CRM Id	String	False	No	Reference ID from a legacy Customer Relationship Management (CRM) system that corresponds to this configuration, used for data migration or backward compatibility.
Mobile ID	String	False	No	Unique identifier used to synchronize the configuration with mobile applications or offline access tools.
Owner	String	False	No	User ID or group assigned as the owner of the configuration record, responsible for its maintenance and accuracy.
Access Type	String	False	No	Defines the type of access control applied to the configuration, such as Read-Only, Read-Write, or Admin.
Create as Object Type	String	False	No	Determines the object type to instantiate when records are created using this configuration template.
Description	String	False	No	Free-text field allowing users to document the purpose, scope, or any additional notes about the configuration.
External ID	String	False	No	Custom identifier provided by external systems to track this configuration record across integrations or third-party tools.
Field List	String	False	No	Comma-separated list of field names to be included in the data grid loader, formatted as field_1, field_2, field_3, ..., field_n.
Country	String	False	No	Specifies the country or regional scope to which this configuration applies, typically used for compliance or localization purposes.

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DataMapTemplateFields

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the data map template field record within the system.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the record across all environments and Vaults.
Link	String	False	No	Hyperlink reference to the data map template field record, enabling navigation or API access.
Data Map Template Field Name	String	True	No	The display name assigned to the data map template field, typically used in user interfaces and exports.
Status	String	False	No	Indicates the current lifecycle state of the data map template field, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or system account that initially created the data map template field record.
Created Date	Datetime	True	No	Timestamp recording when the data map template field record was first created.
Last Modified By	String	True	No	Username or system account that most recently updated the data map template field record.
Last Modified Date	Datetime	True	No	Timestamp recording when the data map template field record was last modified.
Column Number	String	False	No	Specifies the position or index of the field within the data map template, often used for ordering purposes.
Vod Field	String	False	No	Reference to the associated Veeva Object Data (VOD) field that the template field maps to, enabling data alignment.
Data Map Template	String	False	No	Identifier or reference to the parent data map template that this field belongs to.
Legacy CRM Id	String	False	No	Identifier used to map the field back to its original Customer Relationship Management (CRM) system field, typically for migration or integration purposes.

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DataMapTemplates

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the Data Map Template record.
Data Map Template Type	String	True	No	Specifies the object type classification for the Data Map Template within Veeva Vault.
Global ID	String	True	No	Universally unique identifier (UUID) used to reference the template across integrations and systems.
Link	String	False	No	System-generated URL that provides direct access to the Data Map Template record in Veeva Vault.
Data Map Template Name	String	False	No	User-defined name assigned to the Data Map Template, used for identification in the user interface and reporting.
Status	String	False	No	Indicates the current workflow or lifecycle status of the Data Map Template, such as Active or Inactive.
Created By	String	True	No	Username or user ID of the individual who originally created the Data Map Template.
Created Date	Datetime	True	No	Timestamp representing the date and time when the Data Map Template was first created.
Last Modified By	String	True	No	Username or user ID of the person who last modified the Data Map Template.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent date and time the Data Map Template was updated.
Active	Bool	False	No	Boolean flag that indicates whether the Data Map Template is currently active and available for use.
Buckets	Decimal	False	No	Specifies the number of data buckets defined for the template, typically used for segmentation or grouping.
Column Label	String	False	No	Primary label that will appear as the column header in reports or exports generated from this template.
Column Labels Included	Bool	False	No	Indicates whether custom column labels are included in the output generated by the template.
Contains Goals?	Bool	False	No	Boolean flag indicating whether the template includes goal-related metrics or fields.
Decimal Places	Decimal	False	No	Defines the number of decimal places to display for numerical values in the data map.
Enable Market Sales Analysis Report	Bool	False	No	Determines whether this template should enable generation of Market Sales Analysis reports.
Enable for Offline	Bool	False	No	Specifies whether the data from this template should be made available in offline mode for field users.
Formulary for Rep Label	String	False	No	Custom label or description to be used for the formulary field when viewed by representatives.
Incremental Load Type	String	False	No	Defines the method or strategy used for incremental data loading, such as timestamp-based or ID-based.
Incremental	Bool	False	No	Indicates whether the data load process is incremental, loading only new or updated records.
Markets Mapped?	Bool	False	No	Boolean value indicating whether market entities have been mapped in this template configuration.
Override Account Threshold	Bool	False	No	If true, the standard account threshold logic is overridden for this template.
Payer/Plan Mapped?	Bool	False	No	Indicates whether payer or plan information has been mapped as part of this template.
Scale	String	False	No	Specifies the unit scale used in calculations or data representation, such as thousands or millions.
Second Column Label	String	False	No	Optional secondary label to be displayed in the column header for dual-axis reports.
Territory Names Included?	Bool	False	No	Boolean flag to indicate whether territory names are included in the exported data or report output.
Owner	String	False	No	Identifier of the user or system group that owns and manages the Data Map Template.
Legacy CRM Id	String	False	No	Legacy identifier from a previous Customer Relationship Management (CRM) system, used for historical reference or migration tracking.

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DatasetItems

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the dataset item record, used as the primary key for referencing within the system.
Name	String	False	No	Human-readable name of the dataset item, typically derived from the Vault field name (name__v).
Status	String	False	No	Current lifecycle status of the dataset item, indicating whether it is active, inactive, deprecated, or in another state (status__v).
Dataset	String	False	No	Reference to the parent dataset to which this item belongs, linking the item to a broader data grouping (dataset__sys).
Data Type	String	False	No	Indicates the data type of the field or value represented by this dataset item, such as string, integer, or boolean (data_type__sys).
Data Action	String	False	No	Specifies the intended action for the dataset item during data operations, such as insert, update, or delete (data_action__sys).
Key Field	String	False	No	Denotes whether the dataset item represents a key field used for identifying records uniquely within the dataset (key_field__sys).
Excluded Columns	String	False	No	Comma-separated list of column names to be excluded from processing for this dataset item. This is used to filter out unnecessary or irrelevant fields (excluded_columns__sys).
Filter	String	False	No	Condition or expression applied to filter records relevant to this dataset item during data processing (filter__sys).
Relationship	String	False	No	Describes any relationship between this dataset item and other datasets, such as one-to-many or parent-child relationships (relationship__sys).
Display Order	Decimal	False	No	Numerical value that defines the order in which the dataset item should be displayed in user interfaces or reports (display_order__sys).
Created By	String	True	No	Username or identifier of the user who created the dataset item record (created_by__v).
Created Date	Datetime	True	No	Timestamp representing when the dataset item record was first created in the system (created_date__v).
Last Modified By	String	True	No	Username or identifier of the user who last modified the dataset item record (modified_by__v).
Last Modified Date	Datetime	True	No	Timestamp representing the most recent modification to the dataset item record (modified_date__v).
Global ID	String	True	No	Globally unique identifier for the dataset item, allowing consistent reference across distributed environments (global_id__sys).
Link	String	False	No	System-generated URL or link that directs to the specific dataset item in the Vault UI (link__sys).
Record Migration Mode	Bool	False	No	Boolean flag that indicates whether the record should be included in migration processes. True if the item participates in data migration (record_migration_mode__sys).

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Datasets

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the dataset record. This value is system-generated and used as the primary key in relational operations.
Set Name	String	True	No	User-defined name of the dataset as entered in the Vault interface. This value typically describes the dataset's purpose or content.
Status	String	False	No	Indicates the current lifecycle state of the dataset, such as Active, In Progress, or Archived, based on Vault workflow configurations.
Set Label	String	False	No	System-generated label for the dataset that supports internal referencing and user interface display. This is used in dashboards and reports.
Description	String	False	No	Optional user-provided summary or detailed explanation of the dataset's contents, scope, or purpose, captured at creation or during updates.
Created By	String	True	No	Username or system account that created the dataset. This helps with audit trails and accountability tracking.
Created Date	Datetime	True	No	Timestamp indicating when the dataset was first created in Vault. Stored in UTC and used for chronological sorting or filtering.
Last Modified By	String	True	No	Username or process that last modified the dataset. This is used for tracking changes and understanding recent updates.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the dataset record. This is useful for determining record freshness or recent activity.
Global ID	String	True	No	System-assigned globally unique identifier used to identify the dataset across environments, integrations, or external systems.
Link	String	False	No	System-generated URL or reference string providing a direct link to the dataset record within the Vault UI for quick access or integration.

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DCRFieldTypes

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the DCR Field Type record within the system. This is typically assigned automatically by the platform.
Global ID	String	True	No	Globally unique system-generated identifier used for cross-system data consistency and traceability.
Link	String	False	No	System-generated hyperlink reference to the full record in the Veeva Vault user interface.
DCR Field Type ID	String	True	No	Internal identifier for the DCR (Data Change Request) Field Type, typically based on the name__v field used in Vault.
Status	String	False	No	Current lifecycle state of the DCR Field Type, such as Active, Inactive, or Archived.
Created By	String	True	No	User ID of the person who initially created the DCR Field Type record.
Created Date	Datetime	True	No	Timestamp indicating when the DCR Field Type record was originally created in the system.
Last Modified By	String	True	No	User ID of the person who last updated the DCR Field Type record.
Last Modified Date	Datetime	True	No	Timestamp showing the most recent modification date and time of the DCR Field Type record.
Country	String	False	No	Indicates the country to which the DCR Field Type applies, useful for region-specific configurations or validations.
External ID	String	False	No	Unique identifier assigned to this field type by an external system for synchronization or integration purposes.
Field API Name	String	False	No	API-accessible name of the field, used in programmatic queries, integrations, and data mappings.
Field Type	String	False	No	Specifies the data type or structure of the field, such as text, number, date, picklist, or boolean.
Object API Name	String	False	No	API name of the Vault object to which this field type belongs, used in integrations and configuration scripts.
Profile	String	False	No	Reference to the profile ID associated with this DCR Field Type, indicating access control and visibility rules.
Profile Name	String	False	No	Human-readable name of the profile associated with this field type, providing clarity for user access assignments.
Record Type	String	False	No	Specifies the record type associated with this DCR Field Type, supporting differentiated behavior or layout.
Unique Key	String	False	No	Composite key or unique identifier used to ensure no duplicate DCR Field Type records exist within the same context.
Owner	String	False	No	User or group identifier that owns or is responsible for the DCR Field Type record in Vault.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system, retained for backward compatibility or migration tracking.

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Departments

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the department record, assigned by the system to ensure data integrity and referencing consistency.
Department_Name	String	False	No	Official name of the department as recorded in the organizational structure. This value is typically used for display in user interfaces and reporting.
Status	String	False	No	Current operational status of the department, such as Active, Inactive, or Archived. This field helps determine department availability in workflows and user selections.
Department_Number_Code	String	False	No	Alphanumeric code that uniquely identifies the department within the organization. Often used for internal classification, reporting, and system integration.
External_ID	String	False	No	Identifier used to map the department to an external system or reference. This is useful for integrations with HR, ERP, or legacy systems.
Created_By	String	False	No	Username or identifier of the user or system that initially created the department record. This is used for auditing and traceability.
Created_Date	Datetime	False	No	Timestamp indicating when the department record was first created. Stored in UTC and used for historical tracking.
Last_Modified_By	String	False	No	Username or identifier of the user or system that last updated the department record. Helps track changes over time.
Last_Modified_Date	Datetime	False	No	Timestamp of the most recent modification to the department record. This is useful for identifying the latest updates and maintaining version control.

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Dependencies

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the dependency record, used to distinguish it from other entries within the table.
Dependency_Type	String	False	No	Specifies the type of dependency that exists, such as question-to-question or section-to-question dependency, which determines how different form components are interrelated.
Name	String	False	No	Descriptive label or name assigned to the dependency, often used to identify it in user interfaces or reports.
Status	String	False	No	Current lifecycle state of the dependency, such as Active, Inactive, or Archived, which controls whether it is enforced in the system.
Created_By	String	False	No	Username or system identifier of the user who initially created the dependency record.
Created_Date	Datetime	False	No	Timestamp indicating when the dependency was first created in the system.
Last_Modified_By	String	False	No	Username or system identifier of the last user who modified the dependency record.
Last_Modified_Date	Datetime	False	No	Timestamp showing the most recent date and time when the dependency record was updated.
Behavior	String	False	No	Defines the functional behavior triggered by the dependency, such as showing or hiding dependent fields based on the controlling condition.
Checklist	String	False	No	References a checklist that the dependency is associated with, indicating the context or form where the dependency is applied.
Controlling_Question	String	False	No	Identifier of the question that controls the behavior of one or more dependent elements, typically used in conditional logic.
Dependent_Question	String	False	No	Identifier of the question that is conditionally affected by the controlling question, activated or modified based on specified criteria.
Answer	String	False	No	The specific response value from the controlling question that triggers the dependency logic to affect the dependent question or section.
Dependent_Section	String	False	No	Specifies the section within a form or checklist that is affected when the dependency condition is met.

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DependencyDesigns

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the dependency design entry, used to distinguish it from all other records within the system.
Dependency_Design_Type	String	False	No	Specifies the classification of the dependency design, such as section dependency, question dependency, or checklist dependency, indicating how conditional logic is applied.
Name	String	False	No	Descriptive name of the dependency design, used to identify the purpose or intent of the dependency configuration.
Status	String	False	No	Indicates the current state of the dependency design, such as Active, Inactive, or Draft, to help determine its readiness for use.
Created_By	String	False	No	Username or identifier of the user who initially created this dependency design record.
Created_Date	Datetime	False	No	Timestamp recording the date and time when this dependency design was first created in the system.
Last_Modified_By	String	False	No	Username or identifier of the user who last updated the dependency design record.
Last_Modified_Date	Datetime	False	No	Timestamp reflecting the most recent update made to this dependency design.
Behavior	String	False	No	Defines how the dependent element behaves based on the controlling element, such as visibility toggling or conditional requirement.
Checklist	String	False	No	Name or identifier of the checklist that includes this dependency, if the dependency applies to a checklist context.
Controlling_Question	String	False	No	Identifier or label of the question that determines the condition under which the dependent element is triggered.
Dependent_Question	String	False	No	Identifier or label of the question that is affected by the controlling question based on the defined behavior.
Answer	String	False	No	The specific answer value or values from the controlling question that trigger the behavior on the dependent question or section.
Dependent_Section	String	False	No	The form section that becomes active or hidden depending on the specified answer to the controlling question.
Lifecycle	String	False	No	Name of the lifecycle associated with this dependency design, linking the logic to a specific document or data process lifecycle.
Lifecycle_State	String	False	No	Current lifecycle state in which the dependency design is active, such as Draft, Approved, or Retired, helping to scope the logic within defined workflow stages.

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Directories

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the directory record, used internally to distinguish each entry within the database.
Directory Type	String	True	No	Specifies the type or classification of the directory object, corresponding to the object_type__v system field in Veeva Vault.
Global ID	String	True	No	A system-generated globally unique identifier that ensures uniqueness across multiple Vaults and integrations.
Link	String	False	No	System-generated link to the directory object, enabling direct access via API or user interface.
Directory Name	String	False	No	Human-readable name of the directory, typically representing a folder or classification name as shown in the Vault UI.
Status	String	False	No	Indicates the current lifecycle status of the directory, such as Active, Inactive, or Archived, based on Vault configuration.
Created By	String	True	No	Username or user ID of the individual who originally created the directory record in Vault.
Created Date	Datetime	True	No	Timestamp recording the date and time when the directory record was initially created.
Last Modified By	String	True	No	Username or user ID of the individual who most recently modified the directory record.
Last Modified Date	Datetime	True	No	Timestamp indicating when the directory record was last updated, reflecting the latest modification time.
Display Order	Decimal	False	No	Numeric value used to control the ordering of directories in the user interface. The lower numbers appear first.
External ID	String	False	No	Custom identifier used for integration with external systems or legacy applications, mapped to external_id__v.
Level	Decimal	False	No	Represents the depth or nesting level of the directory in the directory hierarchy. The root-level directories are typically level 0 or 1.
Parent Directory	String	False	No	Reference to the ID of the parent directory, establishing the hierarchical structure of directories.
Owner	String	False	No	ID or name of the user or group designated as the owner of the directory, responsible for its maintenance or access rights.
Legacy CRM Id	String	False	No	Identifier carried over from a legacy Customer Relationship Management (CRM) system, useful for data migration, mapping, or reference purposes.

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DocumentChangeControls

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the document change control record. This is used to reference the entry in the system.
Name	String	False	No	Descriptive name assigned to the document change control, often summarizing the nature or scope of the change.
Status	String	False	No	Current processing status of the document change control, such as Draft, In Review, Approved, or Rejected.
Description	String	False	No	Detailed explanation of the change request, including background, objectives, and the documents impacted.
Reason	String	False	No	Justification for initiating the document change control, such as compliance requirements, process updates, or error corrections.
Proposed_Implementation_Date	Date	False	No	Target date on which the proposed changes are expected to be implemented, subject to approval.
Created_By	String	False	No	Username or identifier of the individual who initially created the document change control record.
Created_Date	Datetime	False	No	Timestamp indicating when the document change control record was created in the system.
Last_Modified_By	String	False	No	Username or identifier of the individual who last updated the document change control record.
Last_Modified_Date	Datetime	False	No	Timestamp indicating the most recent modification to the document change control record.
Lifecycle	String	False	No	Name of the lifecycle associated with this document change control, dictating its governance and transition rules.
Lifecycle_State	String	False	No	Current state within the assigned lifecycle, representing the document change control's stage in the workflow.
Change_Control	String	False	No	Reference to the overarching change control process or record to which this document change control is linked.
Training_Required	Bool	False	No	Indicates whether associated personnel must complete training before or after the change is implemented.

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DocumentChangeControlSignature

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the document change control signature record. This is used as a primary key for referencing the record in the system.
Name	String	False	No	Descriptive name of the signature record, typically indicating the purpose or subject of the document approval step.
Status	String	False	No	Current lifecycle status of the signature record, such as Active, Inactive, or Completed, reflecting the workflow stage.
Created_By	String	False	No	Username or system identifier of the individual who initially created the signature record in the Vault environment.
Created_Date	Datetime	False	No	Timestamp indicating when the signature record was first created in the system, stored in UTC.
Last_Modified_By	String	False	No	Username or system identifier of the person who most recently updated the signature record.
Last_Modified_Date	Datetime	False	No	Timestamp for the last update to the signature record, providing an audit trail for changes.
Signature_Name	String	False	No	Formal name assigned to the signature instance, often aligned with regulatory or procedural requirements.
Signer	String	False	No	Name or identifier of the individual responsible for signing off on the document as part of the change control process.
Signature_Time	String	False	No	Exact date and time when the signature was applied by the signer, captured to satisfy audit and compliance needs.
Signature_Meaning	String	False	No	Declared intent behind the signature (such as Approved, Reviewed, or Rejected), aligned with regulatory compliance.
Verdict	String	False	No	Outcome of the signature task, such as Approved or Rejected, reflecting the signer's decision.
Task_Label	String	False	No	Descriptive label for the workflow task associated with the signature, providing context within the document lifecycle.
Workflow_Label	String	False	No	Name or label of the overall workflow process in which the signature was collected, used to track document flow.
Signature_Type	String	False	No	Classification of the signature, such as Electronic, Digital, or Wet Ink, indicating the method used for signing.
Signature_Status	String	False	No	Current status of the signature within the workflow, such as Pending, Completed, or Voided.
Signature_Instructions	String	False	No	Detailed instructions or procedural guidelines provided to the signer before applying the signature.
Signed_Record	String	False	No	Reference to the document or item that was signed, linking the signature to the specific record under change control.

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DocumentChangeLogs

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the document change log entry, used to distinguish each record in the system.
Name	String	False	No	Human-readable name or title of the document change log entry, typically describing the change request.
Status	String	False	No	Current status of the change log entry, such as Draft, In Review, Approved, or Rejected, indicating the stage of the workflow.
Description	String	False	No	Detailed explanation of the change being requested or documented, including background context and scope.
Reason	String	False	No	Justification or rationale for why the document change is being requested, such as compliance updates, corrections, or improvements.
Target_Document	String	False	No	Reference to the document that is subject to change, typically using the document's unique Vault ID or name.
TargetDocument_unbound	Int	False	No	Internal system reference to the unbound version of the target document, used during pre-binding stages of change processing.
Requested_Implementation_Date	Date	False	No	Date on which the requester would like the proposed change to be implemented, used for scheduling and prioritization.
Governing_Change_Control	String	False	No	Identifier or reference to the overarching change control record that governs this document change, used to ensure traceability and compliance.
Created_By	String	False	No	Username or ID of the person who created the change log entry, indicating ownership and audit history.
Created_Date	Datetime	False	No	Timestamp of when the change log entry was initially created, including both date and time for precise tracking.
Last_Modified_By	String	False	No	Username or ID of the last user who modified the change log entry, useful for change tracking and accountability.
Last_Modified_Date	Datetime	False	No	Date and time of the most recent update to the change log entry, reflecting the latest modification event.
Lifecycle	String	False	No	The lifecycle definition associated with the change log entry, which governs allowed state transitions and business rules.
Lifecycle_State	String	False	No	Current state within the defined lifecycle, such as Draft, In Approval, or Effective, indicating where the entry is in its progression.

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DocumentedInterest

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the documented interest record within the Veeva Vault system.
Documented Interest Type	String	True	No	Specifies the object type of the documented interest, used to categorize the nature of the entry in the Vault.
Global ID	String	True	No	System-wide unique identifier assigned to the documented interest for cross-environment tracking and integration.
Link	String	False	No	System-generated URL linking directly to the detailed view of the documented interest record.
Name	String	True	No	Human-readable name of the documented interest, typically used for identification in user interfaces.
Status	String	False	No	Indicates the current lifecycle status of the documented interest, such as Active, Inactive, or Expired.
Created By	String	True	No	User who originally created the documented interest entry in the Vault.
Created Date	Datetime	True	No	Date and time when the documented interest was first created.
Last Modified By	String	True	No	User who last made changes to the documented interest record.
Last Modified Date	Datetime	True	No	Date and time when the documented interest was last updated.
Calculated Expiration Date	Date	False	No	System-calculated date on which the documented interest is expected to expire, based on business logic or rules.
Documented Text	String	False	No	Free-text field capturing specific details or observations related to the documented interest.
Entity Reference Id	String	False	No	Unique identifier referencing the related entity (such as a product, event, or account) associated with the documented interest.
Expiration Date	Date	False	No	Explicit date on which the documented interest is scheduled to expire, if set manually.
Interaction Reference Id	String	False	No	Identifier linking this documented interest to a related interaction or engagement record.
Interest Category	String	False	No	Classifies the documented interest into a category such as Clinical, Commercial, or Scientific.
Mobile Created Datetime	Datetime	False	No	Timestamp indicating when the documented interest was created via a mobile device.
Mobile Id	String	False	No	Identifier assigned to the documented interest entry when it is created through a mobile platform.
Sharing Group	String	False	No	Specifies the group with which the documented interest is shared, controlling visibility and access.
Documented Interest Status	String	False	No	Status field representing the current stage of the documented interest process, distinct from general record status.
Unlock_vod	Bool	False	No	Boolean flag indicating whether the documented interest record is currently unlocked for editing in Veeva Customer Relationship Management (CRM).
Verbal Acknowledgment	Bool	False	No	Boolean indicating whether verbal acknowledgment of the documented interest has been obtained.
Legacy CRM Id	String	False	No	Reference to the identifier used in legacy CRM systems for historical data continuity.
Account	String	False	No	Identifier of the associated account (such as a healthcare provider or institution) linked to the documented interest.
Scientific Interest	String	False	No	Indicates whether the documented interest pertains to scientific content or subject matter.
Owner	String	False	No	User ID of the Vault owner responsible for the documented interest record.
Lock	Bool	False	No	Boolean flag indicating whether the record is currently locked to prevent changes.
Override Lock	Bool	False	No	Boolean indicating whether the lock can be overridden under certain administrative permissions.
Expired?	Bool	True	No	Indicates whether the documented interest has passed its expiration date and is considered inactive.

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DocumentExtractorConfigurations

Name	Type	ReadOnly	FilterOnly	Description
Public_Security_Level	String	False	No	Defines the level of access control for the document extractor configuration. This value determines whether the configuration can be publicly accessed or restricted to specific roles or users.
ID	String	False	No	Unique identifier assigned to each document extractor configuration. This ID ensures distinct identification within the Veeva Vault system and is used as a reference key in internal processes.
Name	String	False	No	Human-readable name assigned to the document extractor configuration. This name is used for display purposes and helps users quickly recognize the purpose or scope of the configuration.
Status	String	False	No	Current operational state of the document extractor configuration. Typical statuses can include Active, Inactive, or Deprecated, and they control whether the configuration is available for use.
Created_By	String	False	No	Username or system identifier of the user who initially created the document extractor configuration. This value is essential for auditing and tracking the origin of the configuration.
Created_Date	Datetime	False	No	Timestamp indicating the date and time when the document extractor configuration was first created. This helps with historical tracking and auditing changes over time.
Last_Modified_By	String	False	No	Username or system identifier of the user who most recently modified the configuration. This value provides accountability and supports change tracking.
Last_Modified_Date	Datetime	False	No	Timestamp indicating the most recent update to the configuration. This is useful for identifying the most current version and understanding when updates occurred.
Support_Mail_Address	String	False	No	Designated email address to which support issues or configuration-related notifications can be sent. This is typically used to notify administrators or support teams about extraction issues or updates.

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DocumentExtractorDestinations

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	A unique identifier for each document extractor destination record used to distinguish it from others within the system.
Name	String	False	No	The human-readable name assigned to the document extractor destination for identification purposes.
Status	String	False	No	The current state of the destination configuration, such as Active, Inactive, or Deprecated.
Created_By	String	False	No	The username or identifier of the user who originally created the destination configuration entry.
Created_Date	Datetime	False	No	The exact date and time when the destination configuration was initially created in the system.
Last_Modified_By	String	False	No	The username or identifier of the user who last made changes to the destination configuration.
Last_Modified_Date	Datetime	False	No	The timestamp indicating the most recent update made to the destination configuration.
Critical	Bool	False	No	Indicates whether the destination is marked as critical for operations. A value of true denotes a critical path.
description	String	False	No	A detailed, free-text explanation describing the purpose or additional context for the destination configuration.
destination_hostname	String	False	No	The fully qualified domain name (FQDN) or IP address of the destination server where files are transferred.
destinationType	String	False	No	The type of destination system or service, such as FTP, SFTP, Amazon S3, or local directory.
filepath	String	False	No	The full path or directory location on the destination server where documents will be transferred.
owner	String	False	No	The primary individual or team responsible for overseeing the destination configuration and its operation.
Owner_Email_Flag	Bool	False	No	Indicates whether email notifications should be sent to the primary owner. A value of true enables alerts.
secondary_owner	String	False	No	The backup or secondary point of contact responsible for the destination configuration in the absence of the primary owner.
Secondary_Owner_Email_Flag	Bool	False	No	Indicates whether email notifications should be sent to the secondary owner. A value of true enables alerts.
transferProtocol	String	False	No	The protocol used to transfer documents to the destination, such as FTP, SFTP, HTTPS, or SCP.
Owner_Email	String	False	No	The email address associated with the primary owner to receive system alerts or transfer status updates.
Secondary_Owner_Email	String	False	No	The email address associated with the secondary owner to receive system alerts or transfer status updates.

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DocumentExtractorDocumentStatuses

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the document status record within the extractor system. This value is system-generated and used for internal reference and indexing.
Name	String	False	No	Descriptive name assigned to the document status, used to indicate the current processing or workflow state of a document within the extractor configuration.
Status	String	False	No	Operational status of the document status record, such as Active, Inactive, or Deprecated. Helps control visibility and usability in processing pipelines.
Created_By	String	False	No	Username or system identifier of the user who initially created the document status entry. Tracks authorship for auditing and traceability.
Created_Date	Datetime	False	No	Timestamp indicating when the document status entry was first created in the system. This is used for auditing and change tracking.
Last_Modified_By	String	False	No	Username or system identifier of the user who most recently updated the document status entry. Tracks responsibility for the latest changes.
Last_Modified_Date	Datetime	False	No	Timestamp of the most recent modification to the document status entry. Supports version control and temporal analysis of changes.

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DocumentExtractorDocumentTypes

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the document type record, used as a primary key to distinguish each entry within the extractor configuration.
Name	String	False	No	Human-readable name of the document type being extracted. This value typically corresponds to the Veeva Vault document type label.
Status	String	False	No	Current state of the document type within the extractor configuration, such as Active, Inactive, or Pending.
Created_By	String	False	No	Username or system identifier of the user or process that initially created the document type entry in the system.
Created_Date	Datetime	False	No	Timestamp indicating when the document type record was first created in the configuration table.
Last_Modified_By	String	False	No	Username or system identifier of the user or process that most recently modified the document type entry.
Last_Modified_Date	Datetime	False	No	Timestamp of the last update made to the document type record, reflecting the most recent change in metadata or status.

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DocumentExtractorRules

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the document extraction rule. This value distinguishes each rule record and serves as the primary key.
Name	String	False	No	Descriptive name of the document extraction rule, typically indicating its purpose or associated criteria.
Rule_Status	String	False	No	Indicates the current operational status of the extraction rule, such as Active, Inactive, or Deprecated.
Created_By	String	False	No	Username or system identifier of the user who initially created the document extraction rule.
Created_Date	Datetime	False	No	Timestamp indicating when the rule was first created in the system.
Last_Modified_By	String	False	No	Username or system identifier of the user who most recently modified the rule.
Last_Modified_Date	Datetime	False	No	Timestamp reflecting the most recent update made to the rule configuration.
Cleanup	Bool	False	No	Boolean flag that specifies whether this rule is intended for post-processing cleanup actions, such as removing temporary or redundant records.
destination	String	False	No	Target location or integration endpoint where documents matching the rule criteria will be sent or exported.
Document_Source	String	False	No	Origin or system source of the documents that are evaluated by this rule, such as internal systems or external partners.
Document_Status	String	False	No	Required document status condition for the rule to trigger, such as Approved, In Review, or Finalized.
Document_Type	String	False	No	Specific document type or classification that the rule targets, such as SOP, Quality Agreement, or Validation Protocol.
File_Name_Suffix	String	False	No	Optional suffix appended to the exported file names to identify documents processed by this rule.
Secondary_Condition_Value_1	String	False	No	First value used in evaluating a secondary condition that adds specificity to rule execution.
Secondary_Condition_Value_2	String	False	No	Second value used in evaluating a secondary condition, enabling compound filtering logic.
Secondary_Condition_Name_2	String	False	No	Field or attribute name to which the second secondary condition value applies for matching.
Site	String	False	No	Site or facility identifier used to scope the rule to documents associated with a particular location.
Secondary_Condition_Name_1	String	False	No	Field or attribute name to which the first secondary condition value applies for rule evaluation.

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DocumentExtractorSecondaryConfigs

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the secondary configuration record, used as the primary key for internal reference and data relationships.
Name	String	False	No	Descriptive name assigned to the secondary configuration, intended to convey its purpose or contextual function within the document extraction process.
Status	String	False	No	Current lifecycle state of the secondary configuration, such as Active, Inactive, or Archived, indicating whether it is currently used in processing.
Created_By	String	False	No	Username or system identifier of the user or service that initially created the configuration record.
Created_Date	Datetime	False	No	Timestamp indicating when the configuration record was first created in the system, captured in Coordinated Universal Time (UTC).
Last_Modified_By	String	False	No	Username or system identifier of the user or service that last modified the configuration record.
Last_Modified_Date	Datetime	False	No	Timestamp of the most recent update to the configuration record, reflecting administrative or system changes.
Metadata_Veeva_ObjectName	String	False	No	Name of the Veeva Vault metadata object associated with this configuration. This links the configuration to a specific object type in the Vault data model, such as documents, products, or events.

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DocumentTypeGroups

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the document type group, typically assigned by the system upon creation.
Name	String	False	No	User-defined name of the document type group as stored in the Vault field name__v.
Status	String	False	No	Current lifecycle status of the document type group, reflecting whether it is active, inactive, or in transition.
Description	String	False	No	Optional descriptive text providing additional details about the purpose or contents of the document type group.
Created By	String	True	No	Username or user ID of the person who originally created the document type group record.
Created Date	Datetime	True	No	Timestamp indicating when the document type group record was first created in the system.
Last Modified By	String	True	No	Username or user ID of the person who last updated the document type group record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the document type group record.
Global ID	String	True	No	Globally unique system-generated identifier used to reference this document type group across environments or systems.
Link	String	False	No	System-generated URL or hyperlink reference pointing to the full detail view of the document type group in the Vault interface.

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DocumentWarningCategories

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier assigned to each document warning category entry. This is used as the primary key for reference and indexing.
Link	String	False	No	System-generated Vault link referencing the full record of the document warning category for internal navigation or API access.
Name	String	False	No	The user-defined name of the document warning category, used to label and distinguish different types of document warnings.
Status	String	False	No	The current lifecycle state or operational status of the document warning category, such as Active, Inactive, or Archived.
Created By	String	True	No	The username or system identifier of the person or process that initially created the document warning category record.
Created Date	Datetime	True	No	The exact date and time when the document warning category record was first created in the system.
Last Modified By	String	True	No	The username or system identifier of the person or process that last updated the document warning category record.
Last Modified Date	Datetime	True	No	The most recent date and time when changes were made to the document warning category record.
The associated document content process	String	False	No	Internal reference to the specific content process within Vault that is associated with this warning category. This can be used for routing or workflow management.
api_name__sys	String	False	No	System-level API name used to reference this document warning category programmatically in integrations and automation scripts.
namespace__sys	String	False	No	System namespace that categorizes this document warning category within a defined module, tenant, or package scope.
isstub__sys	Bool	False	No	Boolean flag indicating whether this record is a stub (placeholder) entry, typically used for scaffolding or draft states.

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DocumentWarningTemplates

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the document warning template record. This is typically used as the primary key for referencing the template within the system.
Link	String	False	No	System-generated link used to access the document warning template directly within the Veeva Vault interface or via API integration.
Name	String	False	No	User-defined name of the document warning template, used to distinguish this template from others within the system.
Status	String	False	No	Current lifecycle state of the warning template, such as Active, Inactive, or Retired, depending on Vault configuration.
Created By	String	True	No	Username or system identity that initially created the warning template record in Vault.
Created Date	Datetime	True	No	Timestamp indicating when the document warning template was first created in the Vault environment.
Last Modified By	String	True	No	Username or system identity that last modified the warning template record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent modification to the document warning template record.
parent	String	False	No	Identifier referencing the parent object or configuration to which this warning template belongs, supporting hierarchical organization.
api_name__sys	String	False	No	System-defined API name used to reference this template in programmatic contexts, such as integrations or custom scripts.
namespace__sys	String	False	No	Internal namespace indicating the module or domain context in which this template was defined, helping isolate customizations.
isstub__sys	Bool	False	No	Boolean flag that indicates whether the record is a stub entry. Stub entries are typically placeholders or incomplete definitions not intended for full use.

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DynamicAttributeConfigurations

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the dynamic attribute configuration record, used to reference and distinguish it within the system.
Dynamic Attribute Configuration Type	String	True	No	Specifies the object type this dynamic attribute configuration is associated with, determining the context in which it can be applied.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness of this configuration across all Vault environments.
Link	String	False	No	System link used to directly reference this configuration record within the Vault interface.
Dynamic Attribute Configuration Name	String	True	No	Human-readable name assigned to the dynamic attribute configuration, typically used for identification in the UI.
Status	String	False	No	Indicates the current status of the configuration, such as Active or Inactive, which controls whether it can be applied or modified.
Created By	String	True	No	Username of the person who initially created the configuration record in Vault.
Created Date	Datetime	True	No	Timestamp indicating when the configuration record was first created in the system.
Last Modified By	String	True	No	Username of the individual who last modified the configuration, for audit and tracking purposes.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update made to the configuration record.
Applies To	String	False	No	Specifies the object or entity type that this dynamic attribute applies to, such as Product, Study, or Document.
Label	String	False	No	User-facing label of the dynamic attribute shown in the Vault interface, typically localized or descriptive.
Name	String	False	No	Internal system name for the dynamic attribute, used programmatically in configurations and API calls.
Available Values	String	False	No	Comma-separated list of selectable values available for the attribute, where applicable. Each value must be defined in a valid, Vault-supported format.
Description	String	False	No	Optional descriptive text explaining the purpose or use case of the dynamic attribute configuration.
Sort Order	String	False	No	Defines the display order of this attribute relative to others within the same section or group, with lower values appearing first.
External ID	String	False	No	Custom identifier from an external system that maps to this configuration, often used for integration and synchronization purposes.
Help Text	String	False	No	Instructional or guiding text displayed to users alongside the attribute in forms, to assist with data entry.
Read-Only	Bool	False	No	Boolean flag indicating whether the dynamic attribute is editable by users or restricted to read-only mode.
Section Name	String	False	No	Logical grouping or section under which the attribute appears in the Vault interface, helping organize related fields.
Sharing Group	String	False	No	Specifies the security group or audience with which this dynamic attribute configuration is shared.
Dynamic Attribute Configuration Status	String	False	No	Represents the lifecycle status of the dynamic attribute configuration, such as Draft, Approved, or Archived.
Track Changes	Bool	False	No	Indicates whether changes to this attribute are tracked for audit purposes, such as capturing old and new values.
Detail Group	String	False	No	Defines a sub-grouping within a detail section, often used to organize related attributes under a shared header.
Product	String	False	No	Name or identifier of the product to which this dynamic attribute configuration is relevant, used in multi-product Vaults.
Owner	String	False	No	ID of the user or group responsible for managing and maintaining the configuration.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to track or relate this dynamic attribute configuration record.

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DynamicAttributes

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the dynamic attribute record within the Veeva Vault system.
Dynamic Attribute Type	String	True	No	Specifies the object type associated with the dynamic attribute, such as document, product, or event.
Global ID	String	True	No	System-generated globally unique identifier used to reference this dynamic attribute across integrations and environments.
Link	String	False	No	System-managed link reference to the object associated with this dynamic attribute entry.
Dynamic Attribute Name	String	True	No	Primary name of the dynamic attribute as defined by the user or configuration.
Status	String	False	No	Current status of the dynamic attribute, which can include values such as Active, Inactive, or Retired.
Created By	String	True	No	Username or ID of the user who originally created the dynamic attribute record.
Created Date	Datetime	True	No	Timestamp indicating when the dynamic attribute was first created in the system.
Last Modified By	String	True	No	Username or ID of the user who most recently updated the dynamic attribute.
Last Modified Date	Datetime	True	No	Timestamp indicating the last time the dynamic attribute was modified.
Active	Bool	False	No	Boolean flag indicating whether the dynamic attribute is currently active and in use.
Dynamic Attribute Description	String	False	No	Detailed description of the dynamic attribute, providing additional context for its purpose or usage.
Dynamic Attribute Help Text	String	False	No	Optional helper text that explains how the dynamic attribute should be used or filled in by users.
Dynamic Attribute Label	String	False	No	Display label for the dynamic attribute shown in the user interface, which can differ from the internal name.
Dynamic Attribute Name2	String	False	No	Alternate internal name for the dynamic attribute, often used for backend or integration purposes.
Dynamic Attribute Record Type	String	False	No	Specifies the record type associated with the dynamic attribute, such as 'Product Attribute' or 'Event Attribute'.
Dynamic Attribute Value (Checkbox)	Bool	False	No	Boolean value stored for the dynamic attribute if it is configured as a checkbox field.
Dynamic Attribute Value (Date/Time)	Datetime	False	No	Date and time value stored for the dynamic attribute when configured as a datetime field.
Dynamic Attribute Value (Date)	Date	False	No	Date-only value associated with the dynamic attribute when using a date field type.
Dynamic Attribute Value (Number)	Decimal	False	No	Numerical value captured by the dynamic attribute when defined as a decimal or numeric field.
Dynamic Attribute Value (Text Area)	String	False	No	Extended text value captured for the dynamic attribute when defined as a multiline text area.
Dynamic Attribute Value (Text)	String	False	No	Single-line text input value captured for the dynamic attribute when configured as a standard text field.
Mobile ID	String	False	No	Identifier used to link the dynamic attribute to a specific record in a mobile Customer Relationship Management (CRM) environment.
Account	String	False	No	Reference to the account associated with the dynamic attribute, if applicable in the business context.
Dynamic Attribute Configuration	String	False	No	Identifier for the configuration record that defines the behavior and structure of this dynamic attribute.
Legacy CRM Id	String	False	No	Identifier carried over from a legacy CRM system, used for reference and backward compatibility.

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EmailActivity

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the email activity record within the Vault system.
Email Activity Type	String	True	No	Specifies the object subtype of the email activity, identifying the nature of the record based on Vault metadata configuration.
Global ID	String	True	No	System-wide globally unique identifier used to track the record across different Vault environments or integrations.
Link	String	False	No	System-generated hyperlink to access the full details of the email activity record within the Vault UI.
Email Activity Name	String	True	No	Human-readable name assigned to the email activity, often used for display or search purposes.
Status	String	False	No	Current lifecycle status of the email activity, such as Active, Inactive, or Archived, based on the Vault state model.
Created By	String	True	No	Username or ID of the user who created the email activity record in Vault.
Created Date	Datetime	True	No	Timestamp indicating when the email activity record was initially created in the Vault system.
Last Modified By	String	True	No	Username or ID of the user who last modified the email activity record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update made to the email activity record.
Activity Date	Datetime	False	No	Date and time when the email-related event (such as send, open, click) occurred.
City	String	False	No	City associated with the recipient's IP address at the time of the activity, used for geolocation reporting.
Clicked URL	String	False	No	The full URL that was clicked by the recipient as part of the tracked email activity.
Client Name	String	False	No	Name of the email client application used by the recipient, such as Outlook, Gmail, or Apple Mail.
Client OS	String	False	No	Operating system running on the recipient's device, such as Windows, macOS, iOS, or Android.
Client Type	String	False	No	Describes the platform type used to access the email, such as desktop, mobile, or web-based client.
Country	String	False	No	Country determined from the recipient's IP address at the time of the email interaction.
Device	String	False	No	Type of device used by the recipient during the activity, such as smartphone, tablet, or laptop.
Activity Details	String	False	No	Descriptive message or metadata related to the activity event, often containing technical or contextual details.
Activity	String	False	No	High-level category of the email event, such as Sent, Opened, Clicked, Bounced, or Unsubscribed.
IP Address	String	False	No	Public IP address recorded when the email activity occurred, used for analytics and security monitoring.
Link Name	String	False	No	Friendly name or label assigned to the clicked URL, often representing call-to-action links in the email.
Preference Modification	String	False	No	Indicates whether the recipient made changes to their communication preferences during this interaction, such as opting out.
Region	String	False	No	Geographic region derived from the recipient's IP address, offering broader location context than city or country.
User Agent	String	False	No	Full user agent string identifying the recipient's browser and device configuration at the time of the activity.
Document ID	String	False	No	Vault document ID associated with the email activity, typically referencing a document linked in or related to the email message.
Document Name	String	False	No	The internal name of the Vault document as stored in the system, typically used for reference in document management workflows.
Major Version	String	False	No	The primary version number of the document, indicating major updates or revisions that can involve substantial content changes.
Minor Version	String	False	No	The secondary version number of the document, representing incremental edits or minor updates made since the last major version.
Document Number	String	False	No	A unique numeric identifier assigned to the document within Veeva Vault for tracking and referencing purposes.
Document Title	String	False	No	The full, descriptive title of the document as entered by the content author or uploader.
Vault Domain	String	False	No	The identifier of the Vault domain instance where the document and related activity are stored and managed.
Approved Document	String	False	No	A flag indicating whether the document version sent via email was an approved copy, based on Vault's approval lifecycle.
Sent Email	String	False	No	A reference indicating whether the document was distributed through an email channel during this logged activity.
Legacy CRM Id	String	False	No	An external Customer Relationship Management (CRM) system identifier used for backward compatibility or mapping legacy customer records to Vault data.
Transaction Type	String	False	No	Specifies the type of transaction or interaction that took place involving the document, such as view, download, or send.
Veeva Distribution	String	False	No	Indicates whether the document was sent via Veeva's approved distribution mechanism, typically tied to regulated communications.
Duration	Decimal	False	No	The total length of time, in seconds, that the recipient engaged with the document during the email activity session.
Media Type	String	False	No	The format or category of the document content, such as PDF, video, HTML, or image, indicating how the media was rendered.
Page Number	Decimal	False	No	The specific page number of the document that was viewed or interacted with during the email activity.
Video Last Viewed Time	Decimal	False	No	The timestamp (in seconds) indicating the last position reached during playback of a video document.
Video Length	Decimal	False	No	The total duration, in seconds, of the video file associated with the document sent or accessed via email.
Video Start Time	Decimal	False	No	The timestamp (in seconds) marking where the video playback began during the user's session.
Video Total Time Spent	Decimal	False	No	The cumulative amount of time, in seconds, the user spent watching the video across one or more play sessions.
Veeva Content	String	False	No	A flag or identifier that specifies whether the document is recognized as Veeva content under Vault compliance rules.
Veeva Distribution File Name	String	True	No	The original file name used when the document was distributed through Veeva's email system, useful for audit and retrieval.

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EmailBuilderCells

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the email builder cell record within the Vault environment.
Email Builder Cell Type	String	True	No	Specifies the object type associated with the email builder cell, typically used for system-level classification and processing.
Global ID	String	True	No	System-generated global identifier that uniquely identifies the record across all Vaults and environments.
Link	String	False	No	System-generated link that provides direct access to the email builder cell record within the Vault UI.
Name	String	False	No	User-defined name of the email builder cell, used for identification and reference within the Vault.
Status	String	False	No	Current lifecycle state of the email builder cell, indicating where it stands in the approval or review process.
Created By	String	True	No	Username or system identity that created the email builder cell record.
Created Date	Datetime	True	No	Timestamp indicating when the email builder cell record was initially created.
Last Modified By	String	True	No	Username or system identity that last updated the email builder cell record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update to the email builder cell record.
Display Order	String	False	No	Value indicating the sequence in which this email builder cell should be displayed relative to others.
Hash	String	False	No	A unique hash value representing the content of the cell, often used for content integrity or change tracking.
Key	String	False	No	Key value used internally to reference this email builder cell, possibly for linking to template logic or rendering engines.
Email Builder Cell Status	String	False	No	Application-specific status field providing more granular state tracking beyond the standard lifecycle.
Text	String	False	No	Text content of the email builder cell, typically includes the marketing or informational message.
Type	String	False	No	Indicates the type or classification of the email builder cell, such as image, text, button, or dynamic content.
Vault External Id	String	False	No	Externally assigned identifier used to reference this record from systems outside of Vault.
Vault GUID	String	False	No	Globally unique identifier for the record within Vault, used for API-level integrations and traceability.
Vault Record Id	String	False	No	System-defined internal identifier used to track the record within Vault's object framework.
Legacy CRM Id	String	False	No	Identifier used to map the email builder cell back to a corresponding record in a legacy Customer Relationship Management (CRM) system, if applicable.
Email Builder	String	False	No	Reference to the associated Email Builder record that this cell is a part of, forming part of the email layout or structure.
Email Fragment	String	False	No	Reference to the approved content fragment (document) used within the email builder cell, such as text blocks or images.

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EmailBuilderRuleCells

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Email Builder Rule Cell record within the Vault system.
Email Builder Rule Cell Type	String	True	No	Indicates the specific Vault object type for the Email Builder Rule Cell, typically used to distinguish between custom and standard object definitions.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness of the record across all Vault environments.
Link	String	False	No	System-managed internal hyperlink that directs to the Vault UI representation of the Email Builder Rule Cell record.
Name	String	False	No	User-defined name or label for the Email Builder Rule Cell, typically used for display and reference purposes within the Email Builder interface.
Status	String	False	No	Represents the current lifecycle state of the Email Builder Rule Cell, such as Draft, Active, or Inactive.
Created By	String	True	No	Username or system account that initially created the Email Builder Rule Cell record.
Created Date	Datetime	True	No	Timestamp indicating when the Email Builder Rule Cell record was first created in Vault.
Last Modified By	String	True	No	Username or system account that last updated the Email Builder Rule Cell record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification made to the Email Builder Rule Cell record.
Email Builder Rule Cell Status	String	False	No	Status specific to the operational state of the rule cell within the context of email rules, used to drive conditional logic or control display behavior.
Vault External Id	String	False	No	Externally defined unique identifier used for integrations or referencing this record outside of Vault.
Vault GUID	String	False	No	Globally unique identifier assigned by Vault to track the record internally across all environments and API interactions.
Vault Record Id	String	False	No	Unique numeric or alphanumeric identifier used internally by Vault to distinguish this record within its object context.
Legacy CRM Id	String	False	No	Identifier carried over from legacy Customer Relationship Management (CRM) systems, allowing traceability and mapping during system migrations or integrations.
Email Builder Rule	String	False	No	Reference to the associated Email Builder Rule that this rule cell contributes to, enabling rule-based behavior configuration.
Email Builder	String	False	No	Foreign key reference to the parent Email Builder configuration that governs the layout or design of the outbound email.
Email Builder Cell	String	False	No	Reference to the specific Email Builder Cell this rule cell is linked to, establishing contextual placement within an email template.

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EmailBuilderRules

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the Email Builder Rule Cell record within the Vault environment.
Email Builder Rule Type	String	True	No	Specifies the classification of the rule applied to an email builder cell, stored using the internal object type code 'object_type__v'.
Global ID	String	True	No	A globally unique identifier across Vault environments, represented by the system-maintained field 'global_id__sys'.
Link	String	False	No	System-generated reference URL pointing to the record's location in the Vault UI, used for navigation or integration.
Name	String	False	No	Human-readable name of the rule cell, defined by the user or system, and stored in the 'name__v' field.
Status	String	False	No	Current state of the rule cell (such as Active, Inactive, or Draft), used to control availability and behavior.
Created By	String	True	No	The username or user ID of the person who initially created the rule cell record, recorded automatically by the system.
Created Date	Datetime	True	No	Timestamp indicating when the rule cell was first created in Vault. Captured in the 'created_date__v' field.
Last Modified By	String	True	No	The username or user ID of the last person to modify this rule cell record. This is used for audit tracking.
Last Modified Date	Datetime	True	No	Date and time of the most recent update to the record, supporting version control and auditing.
Description	String	False	No	Optional text field allowing users to provide a detailed explanation or notes about the rule cell.
Email Builder Rule Status	String	False	No	Specifies the operational status of the email builder rule associated with this cell, such as Enabled or Deprecated.
Type	String	False	No	Denotes the category or functional type of this rule cell (for example: Dynamic, Static, Conditional).
Vault External Id	String	False	No	Custom external identifier used to map or sync this record with systems outside of Vault. Set by integrations or business logic.
Vault GUID	String	False	No	Globally unique identifier assigned by Vault to this record, used internally for record tracking and system processes.
Vault Record Id	String	False	No	Vault-specific record identifier used to retrieve or reference this record within Vault queries or APIs.
Legacy CRM Id	String	False	No	Identifier imported from a legacy Customer Relationship Management (CRM) system, used for data migration or backward compatibility tracking.
Email Builder	String	False	No	Reference to the parent Email Builder object or configuration that this rule cell is associated with.

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EmailBuilders

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the email builder record within the Vault system. Serves as the primary key for this table.
Email Builder Type	String	True	No	Specifies the type or classification of the email builder, as defined by the object_type__v field in Vault.
Global ID	String	True	No	System-generated global identifier that uniquely identifies the record across all Vaults in a multi-tenant environment.
Link	String	False	No	System-managed URL or Uniform Resource Identifier (URI) that provides a direct link to the email builder record within the Vault user interface.
Name	String	False	No	User-defined or system-assigned name of the email builder, stored in the name__v field. This is used for display and search purposes.
Status	String	False	No	Current lifecycle state of the email builder record, as defined in Vault's status__v field (for example, active, inactive, archived).
Created By	String	True	No	Username or user ID of the person who initially created the email builder record in Vault, as recorded in created_by__v.
Created Date	Datetime	True	No	Timestamp indicating when the email builder record was first created in Vault. Derived from created_date__v.
Last Modified By	String	True	No	Username or user ID of the person who last modified the record, as stored in modified_by__v.
Last Modified Date	Datetime	True	No	Date and time of the most recent update to the record, sourced from modified_date__v.
Email Builder Status	String	False	No	Current functional status or state of the email builder object, as defined in email_builder_status__v. May reflect workflow or publishing readiness.
Vault DNS	String	False	No	Fully qualified domain name of the Vault instance that owns this record. This is useful for cross-Vault integration or reporting.
Vault External Id	String	False	No	An external system's identifier for the Vault record. This is used for data syncs or third-party integrations.
Vault GUID	String	False	No	Globally unique identifier assigned by Vault to this email builder record, used in APIs and backend operations.
Vault Record Id	String	False	No	System-level identifier of the record within the Vault platform, often used internally for lookups and API access.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management system that was previously associated with this email builder record.
Owner	String	False	No	User or group assigned ownership of the email builder. This is typically reflects the person responsible for maintaining or publishing it (ownerid__v).
Trigger Timestamp	Datetime	False	No	Timestamp representing when a workflow, automation, or scheduled process was triggered on this email builder record.

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EngageConnectGroupRequests

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Engage Connect Group Request record within the Vault system.
Engage Connect Group Request Type	String	True	No	Specifies the object type of the Engage Connect Group Request, used to categorize and distinguish between different types of requests.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness of the record across all Vault environments.
Link	String	False	No	System-level hyperlink that provides direct access to the Engage Connect Group Request record.
Engage Connect Group Name	String	False	No	The name assigned to the Engage Connect Group, typically used for display and filtering purposes in the Vault interface.
Status	String	False	No	Current lifecycle status of the Engage Connect Group Request, such as Draft, In Progress, or Completed.
Created By	String	True	No	Username or identifier of the user who originally created the Engage Connect Group Request.
Created Date	Datetime	True	No	Timestamp indicating when the Engage Connect Group Request was first created in the Vault system.
Last Modified By	String	True	No	Username or identifier of the user who most recently updated the Engage Connect Group Request.
Last Modified Date	Datetime	True	No	Timestamp of the last modification made to the Engage Connect Group Request record.
Brands	String	False	No	Comma-separated list of associated brand names relevant to the Engage Connect Group (for example, BrandX, BrandY, BrandZ).
Customer Key	String	False	No	External system identifier that maps this Engage Connect Group Request to a customer record in integrated Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP) systems.
Display Future Meetings	String	False	No	Indicates whether future scheduled meetings related to the group request should be displayed to the user.
Error Description	String	False	No	Textual description of any errors encountered during the processing or synchronization of the group request.
External ID	String	False	No	An optional identifier provided by external systems to correlate this record with records outside of Vault.
Primary Color	String	False	No	Hex or named color value representing the primary theme color associated with the Engage Connect Group's branding.
Processing Status	String	False	No	Indicates the current processing state of the record, such as Queued, Processed, or Failed.
Secondary Color	String	False	No	Hex or named color value representing a secondary accent color used for visual theming.
User Communication Channel	String	False	No	Preferred communication channel for the user associated with the request (for example, Email, SMS, or In-App).
User Profile Company Name	String	False	No	Company name associated with the user profile initiating or assigned to the group request.
Owner	String	False	No	Identifier of the Vault user or group who is responsible for the Engage Connect Group Request.
Legacy CRM Id	String	False	No	Identifier from a legacy CRM system, used for historical mapping or migration validation.
Content Filters	String	False	No	Comma-separated list of content filter values used to limit or control content visibility in the Engage Connect interface.
Enable HCP-Initiated Meeting Requests	Bool	False	No	Boolean flag indicating whether Healthcare Professionals (HCPs) are allowed to initiate meeting requests through the Engage Connect platform.

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EngageConnections

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Engage Connection record, used as the primary key.
Engage Connection Type	String	True	No	Specifies the object type classification within Veeva Vault that defines the schema and behavior of this Engage Connection.
Global ID	String	True	No	System-generated unique identifier that ensures global uniqueness across environments for the Engage Connection.
Link	String	False	No	System-managed URL that points to the specific Engage Connection record within the Vault user interface.
Engage Connection Name	String	False	No	Human-readable name assigned to the Engage Connection for identification purposes within the Vault platform.
Status	String	False	No	Current operational state of the Engage Connection, such as Active, Inactive, or Pending.
Created By	String	True	No	Username or ID of the user who initially created this Engage Connection record.
Created Date	Datetime	True	No	Timestamp indicating when the Engage Connection record was first created in the system.
Last Modified By	String	True	No	Username or ID of the user who most recently modified the Engage Connection record.
Last Modified Date	Datetime	True	No	Timestamp indicating when the Engage Connection record was last updated.
Active	Bool	False	No	Boolean flag indicating whether the Engage Connection is currently active and operational.
Inactivation Datetime	Datetime	False	No	Timestamp of when the Engage Connection was inactivated. This is used for tracking historical changes in status.
VExternal ID	String	False	No	External system identifier mapped to this Engage Connection, typically used for integration purposes with external applications.
Legacy CRM Id	String	False	No	Identifier originating from a legacy Customer Relationship Management (CRM) system that was previously used to track this connection.
From User	String	False	No	Reference to the originating user who initiated or owns this Engage Connection within the system.
To Engage Profile	String	False	No	Reference to the recipient or target Engage profile associated with this connection.
Owner	String	False	No	ID of the Vault user or system entity that owns or is responsible for managing this Engage Connection.
Last Update Timestamp	Datetime	False	No	System-managed timestamp reflecting the most recent update made to any field within this Engage Connection record.

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EngageLinkSettings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Engage Link settings record, used as the primary key.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the record across environments and integrations.
Link	String	False	No	System-managed reference to the internal Engage Link object associated with this configuration.
Name	String	False	No	Descriptive name of the Engage Link settings configuration, typically used for display and filtering.
Status	String	False	No	Indicates the current status of the Engage Link settings record, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or ID of the user who initially created the Engage Link settings record.
Created Date	Datetime	True	No	Timestamp of when the Engage Link settings record was first created in the system.
Last Modified By	String	True	No	Username or ID of the user who last updated the Engage Link settings record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update made to the Engage Link settings record.
Account Selection Mode	Decimal	False	No	Numeric value that determines how users can select accounts within Engage Link, based on predefined access rules.
Engage Link Apps	String	False	No	Comma-separated list of Engage Link applications that are enabled for this configuration, such as engage_app, meeting_app, content_viewer.
Company Logo	String	False	No	Reference to the file or URL representing the company logo, used in Engage Link branding and presentations.
Setup Owner ID	String	False	No	Identifier of the user or administrator who owns and maintains the Engage Link configuration.
Security Profile	String	False	No	Name or ID of the security profile that governs access permissions for this Engage Link settings record.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to map this Engage Link settings record during migration or integration.
Allow Sending of Custom Presentation	Bool	False	No	Boolean flag indicating whether users are allowed to send custom presentations via Engage Link.
Call Signature Request Expiry Period	Decimal	False	No	Numeric value representing the number of days before a call signature request expires after being initiated.
Application Profile	String	False	No	Identifier of the application profile that defines the behavior and settings of Engage Link apps associated with this configuration.
AOC Signature Request Expiry Period	Decimal	False	No	Numeric value representing the number of days before an Acknowledgement of Content (AOC) signature request expires.
Call Signature Share Sheet	Decimal	False	No	Flag or identifier that determines whether the call signature sheet can be shared externally or internally.

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EngageProfiles

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Engage profile record within the Veeva Vault database.
Engage Profile Type	String	True	No	Indicates the type of Engage profile, derived from the 'object_type__v' field, typically used to distinguish between different profile classifications such as Healthcare Professional (HCP) or Healthcare Organization (HCO).
Global ID	String	True	No	System-generated globally unique identifier (GUID) for the Engage profile, ensuring cross-system traceability and integration.
Link	String	False	No	URL link that directly references the Engage profile record within the Vault system, derived from the 'link__sys' system field.
Engage Profile Name	String	False	No	The full name or label of the Engage profile, stored in the 'name__v' field, used for display and identification purposes.
Status	String	False	No	Represents the current lifecycle status of the Engage profile (such as Active, Inactive, Pending) to support workflow management and status tracking.
Created By	String	True	No	Username or ID of the Vault user who initially created the Engage profile record.
Created Date	Datetime	True	No	Timestamp recording when the Engage profile record was first created in the Vault system.
Last Modified By	String	True	No	Username or ID of the Vault user who last updated the Engage profile record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent modification made to the Engage profile record.
Last Connection Status Update Datetime	Datetime	False	No	Datetime of the latest update to the Engage connection status, used to track sync or communication attempts.
Connection Status	String	False	No	Describes the current connection status of the Engage profile (such as Connected, Disconnected, Error), often used to monitor integration health.
Degree	String	False	No	Professional degree(s) associated with the Engage profile (for example, MD, PhD), aiding in accurate HCP representation.
Display Name	String	False	No	The formatted name shown in the Engage interface for easy recognition, often a combination of title, first name, and last name.
Engage Signup Datetime	Datetime	False	No	Datetime when the user associated with the profile signed up for Engage, used to track adoption and onboarding.
First Name	String	False	No	The given name of the person associated with the Engage profile.
Last Name	String	False	No	The family or surname of the person associated with the Engage profile.
Profile Photo URL	String	False	No	URL that points to the profile image of the Engage user, typically hosted on a secure Vault server.
Title	String	False	No	The professional title of the individual (such as Dr., Mr., Ms.), useful for personalization and proper display.
VExternal ID	String	False	No	External system identifier mapped to the Engage profile, allowing for synchronization across platforms or third-party applications.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system, retained for historical reference or integration during migration.
Account	String	False	No	The associated account object that links the Engage profile to an HCO or enterprise record in Vault.
Owner	String	False	No	Vault user ID or reference indicating ownership or stewardship of the Engage profile record.

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EventAttendees

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the attendee record within the Vault system.
Event Attendee Type	String	True	No	Specifies the type or classification of the event attendee as defined by the system object type.
Global ID	String	True	No	Globally unique identifier used to reference the record across different Vault environments or integrations.
Link	String	False	No	System-managed hyperlink or reference that connects this record to related Vault objects or resources.
Attendee Id	String	True	No	System-generated identifier associated with the attendee's name value.
Status	String	False	No	Indicates the current status of the attendee in the context of the event, such as Registered, Attended, or Canceled.
Created By	String	True	No	User or system account that initially created the attendee record.
Created Date	Datetime	True	No	Timestamp indicating when the attendee record was first created in the system.
Last Modified By	String	True	No	User or system account that most recently modified the attendee record.
Last Modified Date	Datetime	True	No	Timestamp showing the date and time of the last modification to the attendee record.
Address Line 1	String	False	No	Primary street address line for the attendee's mailing or physical location.
Address Line 2	String	False	No	Secondary address information, such as suite number or building name.
Attendee	String	False	No	Full display name of the individual attending the event.
City	String	False	No	City component of the attendee's address.
Attendee URL	String	False	No	URL segment used for the attendee's CoBrowse session or participant-specific online interactions.
Email Address	String	False	No	Email address used for communicating with the event attendee.
Entity Reference Id	String	False	No	Identifier referencing an associated business entity, such as an account or contact, within or outside Vault.
Expense Attendee Type	String	False	No	Categorization of the attendee related to expense reporting, such as HCP, speaker, or internal staff.
Expense Post Status	String	False	No	Indicates the current posting status of any associated expenses, such as Pending, Posted, or Failed.
First Name	String	False	No	Given name of the event attendee.
Furigana	String	False	No	Phonetic reading of the attendee's name using Japanese kana characters, used for pronunciation support.
Incurred Expense	Bool	False	No	Indicates whether the attendee has expenses associated with their event participation.
Last Name	String	False	No	Family name or surname of the event attendee.
Meal Opt-In	Bool	False	No	Specifies whether the attendee opted in to receive a meal during the event.
Mobile Id	String	False	No	Mobile identifier associated with the attendee, typically used for synchronization or mobile access.
Network ID	String	False	No	Identifier from a master data management network (such as Veeva Network) that links to the attendee's profile.
Organization	String	False	No	Name of the organization or company with which the attendee is affiliated.
Override Lock	Bool	False	No	Indicates whether the attendee record is allowed to override standard system locks or restrictions.
Phone	String	False	No	Primary telephone number for contacting the attendee.
Position	String	False	No	Job title or role of the attendee within their affiliated organization.
Prescriber	String	False	No	Indicates whether the attendee has prescribing authority, typically used for compliance tracking.
Signature Datetime	Datetime	False	No	Date and time when the attendee electronically signed an acknowledgment or document during the event.
Signature	String	False	No	Unique signature associated with the attendee record, used for authentication or verification of participation.
Signee	String	False	No	Name or identifier of the individual who signed in as an attendee at the event.
Start Date	Date	False	No	The date the attendee's participation began, typically corresponding to the start of the medical or promotional event.
Event Attendee Status	String	False	No	Current status of the attendee in relation to the event, such as Registered, Attended, Canceled, or No Show.
Talk Title	String	False	No	Title of the presentation or talk attended or delivered by the attendee at the event.
Walk-In Status	String	False	No	Indicates whether the attendee was pre-registered or walked in without prior notice.
Walk-In Type	String	False	No	Specifies the classification of the walk-in attendee, such as Professional, Guest, or Medical Staff.
Zip	String	False	No	Postal code associated with the attendee's primary address, used for demographic or location analysis.
Account	String	False	No	Primary account or organization associated with the attendee, typically a healthcare provider or institution.
Child Account	String	False	No	Subordinate or affiliated account related to the primary account, providing additional context on organizational hierarchy.
CoBrowse Activity	String	False	No	Identifier for the co-browsing session, if applicable, that occurred during the event or remote engagement.
Attendee2	String	False	No	Secondary attendee reference, used for complex or dual-attendance scenarios such as assistants or proxies.
Event Speaker	String	False	No	Indicates whether the attendee also served as a speaker at the event, referencing their speaker role assignment.
Medical Event	String	False	No	The specific medical event the attendee participated in, used to link attendee data to event-level metadata.
User	String	False	No	Vault user or system account associated with the attendee record, typically representing the individual who entered the data.
Attendee Type	String	True	No	Classification of the attendee, such as Health Care Professional (HCP), Speaker, Staff, or Guest.
Speaker Id	String	True	No	Internal identifier used to reference the speaker profile if the attendee was also a designated event speaker.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system used to match or trace historical attendee records.
Group Name	String	False	No	Name of the group or cohort with which the attendee was affiliated during the event.
Role	String	False	No	The role of the attendee at the event, such as Participant, Moderator, or Organizer.
Controlling Event	String	False	No	References a parent or controlling event under which this attendee's event was categorized.
Event Team Member	String	False	No	Indicates whether the attendee was part of the event execution team rather than a standard participant.
Child Account Id	String	False	No	System-generated identifier corresponding to the child account listed in the attendee's profile.
License #	String	False	No	Professional license number of the attendee, typically required for regulated industries or credential verification.
Location Id	String	False	No	Internal identifier for the location where the attendee engaged with the event.
Location Name	String	False	No	Full name of the physical or virtual location where the attendee was present during the event.
State	String	False	No	State or province in which the event took place or where the attendee is based.
Location	String	False	No	Detailed address or descriptor of the location associated with the attendee, often used for reporting.
Speaker Identifier	String	False	No	Unique code or identifier used to cross-reference a speaker in Vault systems.
Person	String	False	No	Reference to the person object or contact profile associated with the attendee entry.
Attendee Name	String	False	No	Full name of the individual who attended the event.
EM Attendee Type	String	True	No	Additional classification of the attendee based on Engage Meeting system, used for enhanced reporting and filtering.

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EventsManagementSettings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Events Management Settings record, used as the primary key.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across environments and integrations.
Link	String	False	No	System-generated link to the record within Vault, used for navigation and referencing.
Name	String	False	No	Descriptive name assigned to this Events Management Settings configuration instance.
Status	String	False	No	Current status of the configuration, such as Active or Inactive, indicating whether it is applied in Vault.
Created By	String	True	No	User who initially created the Events Management Settings record.
Created Date	Datetime	True	No	Timestamp indicating when the Events Management Settings record was created in Vault.
Last Modified By	String	True	No	User who last updated the Events Management Settings record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent modification of the Events Management Settings record.
ATTENDEE_ROLLUP_STATUS_FILTER_vod	String	False	No	Defines the status values used to filter attendee records in the rollup process, improving attendee visibility and analytics.
Attendee_Automatch_Mode_vod	Decimal	False	No	Configuration setting that controls how attendees are automatically matched to accounts or contacts during event processing.
Enable Speaker Portal	Bool	False	No	Flag that determines whether the speaker portal is enabled, allowing external speakers to access event-related materials and tasks.
QR Server URL	String	False	No	URL of the QR code server used to generate codes for event check-in and tracking.
Speaker Portal Support Email	String	False	No	Support email address displayed in the speaker portal for users to request help or report issues.
Speaker Portal Support Phone	String	False	No	Support phone number displayed in the speaker portal for contacting assistance with portal access or functionality.
SPEAKER_ROLLUP_STATUS_FILTER	String	False	No	Defines the set of status values used to filter speaker records in the rollup process for reporting and data consolidation.
Speaker Tab Columns	String	False	No	Comma-separated list of column names displayed in the Speaker tab of the event interface. Columns include name, specialty, status, etc.
Status Icon Map	String	False	No	Defines the mapping of event or speaker statuses to specific icons displayed in the user interface for visual cues.
Setup Owner ID	String	False	No	Identifier of the user or group that owns the setup configuration, establishing administrative ownership.
Security Profile	String	False	No	Name of the security profile applied to this configuration, determining access permissions and visibility rules.
Legacy CRM Id	String	False	No	Identifier from the legacy Customer Relationship Management (CRM) system that corresponds to this Events Management Settings record, used for backward compatibility.
Exclude Team Member Roles	String	False	No	Comma-separated list of team member roles that should be excluded from certain workflows or reporting views. Roles include presenter, coordinator, assistant, etc.
Next Year Speaker Cap	Bool	False	No	Boolean setting that, if enabled, limits the number of events a speaker can participate in for the upcoming year.
Event Attendee Email Source	String	False	No	Specifies the data source used to populate attendee email addresses for communications, such as CRM, Vault, or an external system.
Event Speaker Email Source	String	False	No	Specifies the data source used to populate speaker email addresses, supporting automated notifications and calendar invites.
Application Profile	String	False	No	Name of the application profile that governs UI settings, feature availability, and behavior for this configuration.
Enable Event Budget Filter	Bool	False	No	Determines whether budget-related filters are enabled in the event planning interface, allowing for financial constraint enforcement.

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EventTasks

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the event task record.
Global ID	String	True	No	Universally unique identifier assigned by the Vault platform to distinguish the record across environments.
Link	String	False	No	System-managed URL linking to the Vault web interface location for this specific task record.
Name	String	False	No	User-defined name or title of the event task, typically used to summarize its purpose or contents.
Status	String	True	No	Current status of the event task in the workflow, such as Not Started, In Progress, or Completed.
Created By	String	True	No	Username of the Vault user who initially created the event task record.
Created Date	Datetime	True	No	Timestamp indicating when the event task was first created in the Vault system.
Last Modified By	String	True	No	Username of the user who last made changes to the event task record.
Last Modified Date	Datetime	True	No	Timestamp indicating when the event task was last updated.
Assigned To	String	False	No	User or role responsible for completing the event task, assigned through Vault workflows or manually.
Due Date	Date	False	No	Date by which the task is expected to be completed, based on project timelines or workflow requirements.
First Assigned Date	Datetime	True	No	Date and time when the task was first assigned to a user or group.
Last Assigned Date	Datetime	True	No	Most recent timestamp of task reassignment, reflecting workflow updates or manual changes.
Completion Date	Datetime	False	No	Date and time the task was marked as complete, typically based on user submission or workflow rules.
Complete	Bool	False	No	Boolean indicator showing whether the event task has been completed (true) or is still in progress (false).
Priority	Decimal	False	No	Numerical value representing the urgency or importance of the task, with lower numbers indicating higher priority.
Assigned	Bool	True	No	Boolean flag indicating whether the task has been assigned to any user (true) or remains unassigned (false).
Description	String	False	No	Detailed description or instructions associated with the task, used to guide assignees on execution.
Lifecycle	String	True	No	Name of the lifecycle governing the task, which defines its allowable states and transitions.
Lifecycle State	String	True	No	Current state of the task within its lifecycle, such as Draft, In Review, or Completed.
Lifecycle State Stage ID	String	True	No	Internal system identifier representing the current lifecycle stage of the task.
Lifecycle Stage	String	True	No	Descriptive label for the stage of the lifecycle the task is currently in, such as Planning or Execution.
Event	String	False	No	Reference to the associated event record that this task belongs to, enabling traceability across modules.
Mobile ID	String	False	No	Identifier used by Vault Mobile to synchronize this task for offline access or mobile-specific features.

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Expenses

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the expense record, assigned automatically by the system.
Expense Type	String	True	No	Specifies the type of expense, such as travel, meals, lodging, or other business-related categories, based on predefined object types.
Global ID	String	True	No	System-generated global identifier used for cross-vault or system-wide uniqueness.
Link	String	False	No	URL or internal system reference linking to the detailed view of the expense record.
Expense Name	String	True	No	User-defined title or label that describes the expense entry in plain language.
Status	String	False	No	Indicates the current lifecycle state of the expense, such as Draft, Submitted, Approved, or Rejected.
Created By	String	True	No	Username or user ID of the person who initially created the expense entry in the system.
Created Date	Datetime	True	No	Timestamp indicating when the expense record was first created.
Last Modified By	String	True	No	Username or user ID of the person who last updated the expense entry.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update to the expense record.
Amount	Decimal	False	No	Monetary value of the expense entered by the user, typically in the local currency.
Amount Corp	Decimal	True	No	Converted amount of the expense into the corporate default currency for consistent reporting.
Local Currency	String	False	No	Currency code (such as USD, EUR, GBP) used when the expense was incurred.
Call	String	False	No	Reference to the associated call activity record, if this expense was logged during a field interaction.
Concur Report ID	String	False	No	Identifier linking this expense to a corresponding report in the SAP Concur system.
Concur Report	String	False	No	Human-readable title or label of the Concur expense report associated with this record.
Concur Response Receipt Timestamp	Datetime	False	No	Timestamp marking when the system received a response from Concur regarding this expense entry.
Concur Response Timestamp	Datetime	False	No	Timestamp indicating when Concur processed and responded to the submitted expense data.
Concur Status	String	False	No	Current integration status with Concur, showing whether the expense is pending, accepted, rejected, or errored.
Concur System ID	String	False	No	System identifier used internally by Concur to uniquely reference this expense entry.
Concur System Receipt ID	String	False	No	Unique identifier for the receipt object as stored in the Concur system.
Description	String	False	No	User-provided explanation or justification for the expense, detailing its business purpose.
Expense Type2	String	False	No	Alternate or system-level categorization of the expense type, potentially used for integration or reporting.
Mobile ID	String	False	No	Identifier used to track the expense if it was entered or submitted via a mobile device.
Override Lock	Bool	False	No	Indicates whether standard data locking rules are bypassed, allowing edits to a normally locked record.
Transaction Date	Date	False	No	Date on which the expense was incurred, typically reflecting the date shown on the receipt.
Owner	String	False	No	User ID of the person who owns or is primarily responsible for the expense entry.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system used for mapping or data migration purposes.

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ExpenseTypes

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the expense type record, typically a system-generated value used as a primary key.
Expense Type Type	String	True	No	System-specific object type identifier for this expense type record, usually mapped to 'object_type__v' in Veeva Vault.
Global ID	String	True	No	Globally unique identifier assigned by the Vault system to ensure record uniqueness across environments.
Link	String	False	No	System-managed link that provides a direct reference to the full record within the Veeva Vault interface or API.
Name	String	False	No	User-defined name or label for the expense type, typically displayed in dropdowns and forms.
Status	String	False	No	Current lifecycle status of the expense type, such as Active, Inactive, or Archived, driven by Vault workflow states.
Created By	String	True	No	Username or ID of the user who initially created the expense type record in the Vault system.
Created Date	Datetime	True	No	Timestamp representing when the expense type record was first created in the Vault environment.
Last Modified By	String	True	No	Username or ID of the user who most recently modified the record, used for audit tracking.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update to the expense type record.
Active	Bool	False	No	Boolean flag indicating whether the expense type is currently active and eligible for use in transactions.
Expense Code	String	False	No	Alphanumeric code representing the expense type, often used for financial categorization and reporting.
Expense Type Identifier	String	False	No	Unique identifier used internally or externally to reference a specific expense type, distinct from the system ID.
External ID	String	False	No	Custom external identifier provided by an integrated source system to maintain cross-system reference integrity.
Included In Speaker Cap	Bool	False	No	Boolean flag indicating if expenses of this type should be counted toward speaker spending caps for compliance.
Meal Expense	Bool	False	No	Boolean flag indicating whether this expense type represents a meal-related cost, used for categorization and policy enforcement.
Parent Expense Type	String	False	No	Reference to the parent expense type, if this record is part of a hierarchical structure of expense categories.
Owner	String	False	No	ID of the user or group responsible for managing or owning the expense type definition in the Vault system.
Legacy CRM Id	String	False	No	Identifier carried over from a legacy Customer Relationship Management (CRM) system, retained for backward compatibility and data migration purposes.
Country	String	False	No	Country code or name specifying the regional applicability of the expense type, supporting multi-country configurations.
Exclude From	String	False	No	Comma-separated list of contexts, views, or processes from which this expense type should be excluded (for example, report_1, workflow_validation).

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ExternalCalendarEvents

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the external calendar event record within Veeva Vault. This value is system-generated and immutable.
External Calendar Event Type	String	True	No	Specifies the type of the external calendar event object, as defined by the Vault object type framework (object_type__v).
Global ID	String	True	No	Globally unique identifier for the record across Vault environments, used to support cross-environment integration and deduplication.
Link	String	False	No	System-generated URL or URI link that references the specific calendar event within an external calendar system (such as Outlook or Google Calendar).
External Calendar Event Name	String	True	No	Descriptive name of the calendar event as imported or synchronized from the external system.
Status	String	False	No	Represents the current lifecycle state of the event, such as Scheduled, Cancelled, or Tentative, depending on the external calendar platform.
Created By	String	True	No	Username or identifier of the user who initially created the event record in Vault. This can reflect synchronization logic rather than a Vault user.
Created Date	Datetime	True	No	Timestamp indicating when the external calendar event was created within Vault, typically during synchronization.
Last Modified By	String	True	No	Username or identifier of the user or system that last updated the event record in Vault.
Last Modified Date	Datetime	True	No	Date and time when the external calendar event was most recently modified in Vault.
End Datetime	Datetime	False	No	Date and time at which the event is scheduled to end, based on the external calendar system.
Start Datetime	Datetime	False	No	Date and time at which the event is scheduled to begin, as specified in the external calendar system.
Title	String	False	No	The subject or title of the event as entered by the user in the external calendar system.
Allow New Time Proposals?	Bool	False	No	Indicates whether attendees are allowed to propose new meeting times for the event. This reflects the external calendar setting.
Attendees	String	False	No	A list of attendees associated with the event, typically including email addresses or user identifiers, separated by commas.
Body Content Type	String	False	No	Specifies the format of the event body content, such as HTML or plain text, based on the external calendar system.
Body Preview	String	False	No	A truncated version of the event body or description, used to provide a quick summary in UI displays or search results.
Categories	String	False	No	Comma-separated list of category tags or labels applied to the event in the external calendar system (for example, Business, Internal, Client).
Change Key	String	False	No	A unique string used by the external system to detect updates to the event and ensure synchronization consistency.
Description	String	False	No	Full body content or detailed description of the calendar event, as entered in the external calendar system.
End TimeZone	String	False	No	Time zone designation used for the event end time, following external calendar conventions (for example, America/New_York).
Event Created Datetime	Datetime	False	No	Timestamp from the external system indicating when the event was originally created, not when imported into Vault.
Event Last Modified Datetime	Datetime	False	No	Timestamp from the external system showing the most recent update to the event, used to track changes during sync.
External Calendar Event ID	String	False	No	The unique identifier assigned to the event by the external calendar system (for example, Outlook or Google Calendar).
Has Attachments?	Bool	False	No	Boolean value indicating whether the event includes any attached files, such as documents or presentations.
Hide Attendees?	Bool	False	No	Boolean flag indicating whether the list of event attendees is hidden from others, depending on external calendar privacy settings.
Importance	String	False	No	Indicates the priority level of the event (such as Low, Normal, or High) as defined in the external calendar system.
Is All Day?	Bool	False	No	Indicates whether the calendar event spans the entire day without a specific start or end time. This is typically used for all-day reminders or out-of-office notices.
Is Cancelled?	Bool	False	No	Flag that denotes whether the calendar event has been cancelled. This is useful for excluding events from scheduling workflows or reminders.
Is Draft?	Bool	False	No	Specifies whether the event is still in a draft state and not finalized. Draft events are often hidden from attendee calendars or downstream systems.
Is MS Teams Meeting?	Bool	False	No	Indicates whether the calendar event is a Microsoft Teams meeting. Enables integration with Teams-related features such as automatic join links.
Is Online Meeting?	Bool	False	No	Identifies whether the event is a virtual meeting hosted through an online conferencing platform such as Zoom, Microsoft Teams, or Webex.
Is Organizer?	Bool	False	No	True if the user associated with this record is the event organizer. Helps determine ownership and permissions for event modifications.
Is Reminder On?	Bool	False	No	Indicates whether a reminder notification is configured for the event. Reminders help notify attendees before the event starts.
Locations	String	False	No	The physical or virtual location(s) where the event is scheduled to occur. Can include addresses, conference room names, or online meeting URLs.
MS Teams Join URL	String	False	No	Direct URL to join the Microsoft Teams meeting associated with the event. Automatically generated when a Teams meeting is scheduled.
Meeting Join URL	String	False	No	Generic join URL for the online meeting, applicable to platforms such as Zoom, Webex, or Google Meet if not using Teams.
Occurrence ID	String	False	No	Unique identifier for a specific instance of a recurring calendar event. Helps distinguish between multiple occurrences of a repeating event series.
Online Meeting Provider	String	False	No	Name of the platform providing the online meeting service, such as Microsoft Teams, Zoom, Webex, or Google Meet.
Online Meeting URL	String	False	No	Primary URL used to access the online meeting session. May duplicate MS Teams Join URL if Teams is used.
Organizer Name(s) and Email Address(es)	String	False	No	List of names and email addresses for the organizer(s) of the calendar event. Can include one or more entries depending on the scheduling system.
Original End TimeZone	String	False	No	Time zone associated with the event's originally scheduled end time. This is useful for accurately calculating durations and reminders across zones.
Original Start TimeZone	String	False	No	Time zone in which the event was originally scheduled to start. Retained even if the start time is adjusted later.
Recurrence	String	False	No	Recurrence rule or pattern for the calendar event, such as daily, weekly, monthly, or custom recurrence definitions.
Reminder Minutes Before Start	Decimal	False	No	Number of minutes prior to the start time when a reminder is scheduled to trigger for attendees.
Response Requested	Bool	False	No	Indicates whether the organizer has requested RSVP responses from invited attendees. Helps track participation status.
Sensitivity	String	False	No	The sensitivity level of the event, such as Normal, Personal, Private, or Confidential. Affects visibility and data sharing.
Series Master ID	String	False	No	Identifier linking this occurrence to the master record of the recurring series. This is used for managing and editing recurring events.
Show As	String	False	No	Indicates how the event should appear in attendees' calendars, such as Free, Busy, Tentative, or Out of Office.
Start TimeZone	String	False	No	Time zone in which the event's scheduled start time is defined. Affects all time-based calculations and calendar rendering.
Transaction ID	String	False	No	Unique identifier for the event transaction used for synchronization, auditing, or troubleshooting calendar integration workflows.
Type	String	False	No	General type or category of the event, such as Meeting, Appointment, Conference, Webinar, or Training.
Unavailable for Scheduling	Bool	False	No	Indicates whether this event blocks the attendee's availability for Engage scheduling purposes. This is used for conflict checking.
Web Link	String	False	No	Publicly accessible link related to the calendar event, such as a web-hosted agenda, meeting notes, or external calendar reference.
iCalUID	String	False	No	Universal identifier used in iCalendar (.ics) formats to identify and track the event across systems.
External Calendar	String	False	No	Name or source of the external calendar system that the event was imported or synced from, such as Google Calendar or Outlook.
Legacy CRM Id	String	False	No	Deprecated or historical identifier used to associate this event with a previous Customer Relationship Management (CRM) system prior to Veeva Vault integration.

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ExternalCalendars

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the external calendar record within the Veeva Vault system.
External Calendar Type	String	True	No	Specifies the object type of the external calendar, typically used for internal classification or system processing.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the calendar across all Veeva Vault environments.
Link	String	False	No	System-defined URL link that directs to the external calendar resource or interface.
External Calendar Name	String	True	No	User-defined name or label associated with the external calendar, intended for display and reference purposes.
Status	String	False	No	Current lifecycle status of the calendar, such as Active, Inactive, or Archived, indicating its availability and usage.
Created By	String	True	No	User ID of the individual who initially created the calendar entry in the system.
Created Date	Datetime	True	No	Date and time when the calendar record was first created.
Last Modified By	String	True	No	User ID of the individual who last made changes to the calendar entry.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update made to the calendar record.
Owner	String	False	No	Identifier of the user or group who owns the calendar and has primary control over its configuration.
Hex Color	String	False	No	Six-digit hexadecimal color code used to visually distinguish the calendar in the interface, such as #FF5733.
Is Default Calendar?	Bool	False	No	Indicates whether this calendar is set as the default calendar for the user or account. True if it is the default.
Title	String	False	No	Optional title associated with the external calendar, used for additional labeling or display purposes.
Allowed Online Meeting Providers	String	False	No	List of permitted online meeting providers associated with the calendar, such as Zoom, Microsoft Teams, Webex.
Can Edit	Bool	False	No	Boolean flag indicating whether the current user has permission to modify the contents or settings of the calendar.
Can Share	Bool	False	No	Boolean flag indicating whether the calendar can be shared with other users or groups.
Can View Private Items	Bool	False	No	Boolean flag specifying whether the user has access to view private events scheduled on this calendar.
Change Key	String	False	No	Internal system value representing the current state of the calendar. This is used to detect updates or changes.
Color	String	False	No	Named color label or system-defined color associated with the calendar for visual representation.
Default Online Meeting Provider	String	False	No	The preferred online meeting provider (for example, Zoom, Webex, Microsoft Teams) automatically selected when creating calendar events.
External Calendar ID	String	False	No	Identifier referencing the calendar in an external system, such as Microsoft Outlook or Google Calendar.
Is Removable	Bool	False	No	Indicates whether the calendar can be removed by the user. True if user has rights to delete the calendar.
Is Tallying Responses	Bool	False	No	Specifies whether the calendar is currently configured to track attendee responses to event invitations.
Owner Name(s) and Email Address(es)	String	False	No	Display name and email address of the calendar owner(s), typically formatted as Name email@example.com.
Legacy CRM Id	String	False	No	Identifier used to reference the calendar in a previous Customer Relationship Management (CRM) system, allowing legacy data mapping or migration.

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FocusAreas

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the focus area record within the system.
Focus Area Type	String	True	No	System-defined classification that specifies the type of focus area, used to differentiate between different operational or strategic groupings.
Global ID	String	True	No	System-generated global identifier used to uniquely distinguish the focus area across different environments or integrations.
Link	String	False	No	URL or Vault link reference pointing to the focus area record for direct access within the platform.
Focus Area Name	String	True	No	Human-readable name or label given to the focus area to describe its purpose or thematic grouping.
Status	String	False	No	Current lifecycle state or progress indicator of the focus area record, such as Active, Inactive, or Draft.
Created By	String	True	No	Username or system identifier of the user who originally created the focus area record.
Created Date	Datetime	True	No	Timestamp indicating when the focus area record was initially created in the system.
Last Modified By	String	True	No	Username or system identifier of the user who most recently updated the focus area record.
Last Modified Date	Datetime	True	No	Timestamp reflecting the most recent modification made to the focus area record.
Clinical Trials Focus Score	Decimal	False	No	Quantitative score representing the relevance or importance of the focus area in the context of clinical trial engagements or activities.
Events Focus Score	Decimal	False	No	Numerical score that quantifies how strongly the focus area is associated with events, such as meetings, conferences, or symposia.
External ID	String	False	No	Identifier assigned from an external system or legacy platform to facilitate cross-system traceability.
Focus Name	String	False	No	Descriptive name used internally or externally to denote the primary theme or subject of the focus area.
High Focus Score	Decimal	False	No	Aggregate metric indicating a high-priority score derived from combined sub-focus scores, used to flag highly relevant areas.
Publications Focus Score	Decimal	False	No	Metric indicating the focus area's alignment with publications, such as journal articles or scientific content.
Record Type Name	String	False	No	Name of the record type used to apply specialized business rules, workflows, or page layouts to the focus area record.
Account	String	False	No	Reference to the related account, such as a healthcare provider organization or institution, that is associated with the focus area.
Focus Area Account	String	False	No	Identifier linking the focus area to a specific account relationship, used in account-based segmentation or targeting.
Owner	String	False	No	User or group responsible for managing or overseeing the focus area record.
Total Focus Score	Decimal	True	No	Cumulative score combining all relevant focus dimensions (for example, clinical trials, publications, events) to quantify overall strategic value.
Legacy CRM Id	String	False	No	Identifier inherited from a previous Customer Relationship Management (CRM) system used to support migration history, auditability, or reference mapping.

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FormularyProducts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the formulary product record, typically auto-generated by the system.
Global ID	String	True	No	System-generated global identifier used to ensure uniqueness across all vaults and integrations.
Link	String	False	No	URL or reference link to the detailed view of the formulary product within the Vault system.
Name	String	False	No	Display name or label for the formulary product, as defined in the Vault user interface.
Status	String	False	No	Current lifecycle state of the formulary product, such as Draft, Approved, or Inactive, depending on configuration.
Created By	String	True	No	Username or identifier of the user who initially created the formulary product record.
Created Date	Datetime	True	No	Timestamp indicating when the formulary product record was first created in the system.
Last Modified By	String	True	No	Username or identifier of the user who most recently modified the formulary product record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the formulary product record.
Competitor	Bool	False	No	Boolean flag indicating whether the formulary product is associated with a competitor.
External ID	String	False	No	Identifier used to link this record to an external system, such as a Customer Relationship Management (CRM) or third-party application.
Market	String	False	No	Specifies the geographic or commercial market to which the formulary product is aligned, such as United States (US), Europe (EU), or Asia-Pacific (APAC).
Owner	String	False	No	User or group responsible for managing the formulary product record, typically represented by their Vault user ID.
Legacy CRM Id	String	False	No	Identifier from a legacy CRM system used for reference or migration purposes.

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FunctionalArea

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the functional area record, typically a system-generated string used to distinguish this entry from others in the table.
Name	String	False	No	The descriptive name of the functional area, representing a distinct operational or organizational domain within the business.
Status	String	False	No	Current lifecycle state of the functional area record, such as Active, Inactive, or Archived, used to control visibility and usage within the system.
Created_By	String	False	No	Username or identifier of the user who initially created the functional area entry in the system.
Created_Date	Datetime	False	No	Timestamp indicating when the functional area record was first created, stored in Coordinated Universal Time (UTC).
Last_Modified_By	String	False	No	Username or identifier of the user who most recently updated or modified the functional area record.
Last_Modified_Date	Datetime	False	No	Timestamp of the most recent modification made to the functional area record, stored in Coordinated Universal Time (UTC).
Business_Unit	String	False	No	Name or identifier of the business unit associated with the functional area, indicating the part of the organization responsible for or linked to this function.

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GeographyTerritories

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the geography-territory record within Veeva Vault. This is used as the primary key for internal referencing.
Global ID	String	True	No	Globally unique system identifier assigned to the record for cross-environment data consistency and external integration use.
Link	String	False	No	System-generated reference link pointing to the detailed view of this geography-territory record within Vault.
Name	String	True	No	The display name of the geography-territory mapping, typically used to provide a human-readable identifier for the record.
Status	String	False	No	The current lifecycle state of the record, such as Active, Inactive, or Archived, based on business workflow.
Created By	String	True	No	The username or identifier of the Vault user who initially created the geography-territory record.
Created Date	Datetime	True	No	Timestamp indicating when the record was originally created in the system.
Last Modified By	String	True	No	The username or identifier of the Vault user who most recently updated the geography-territory record.
Last Modified Date	Datetime	True	No	Timestamp indicating the last time any modification was made to the record.
Country	String	False	No	The country associated with the geography-territory mapping, typically aligned with standardized country codes or names.
External ID	String	False	No	An identifier provided by an external system, such as Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP), used to reference this record for system integration and synchronization.
Geography	String	False	No	Specifies the geographic region (such as state, province, or region) tied to the territory for field alignment and reporting.
Territory	String	False	No	Defines the commercial or operational territory associated with the geography, commonly used in sales or compliance mapping.
Geography Type	String	False	No	Describes the classification of the geography (such as Postal Code, Metropolitan Area, or Region) used to group data contextually.
Legacy CRM Id	String	False	No	Identifier carried over from a previous or legacy CRM system, retained for historical mapping and audit traceability.

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GlobalAccountSearchSettings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Global Account Search Settings record within the Veeva Vault environment.
Global ID	String	True	No	System-generated global identifier used across Vaults to reference this specific settings record consistently.
Link	String	False	No	System-managed link reference that enables navigation or programmatic access to this settings record.
Name	String	False	No	Descriptive name assigned to the Global Account Search Settings configuration, often used for display or administrative identification.
Status	String	False	No	Current state of the settings record, such as Active or Inactive, determining whether the configuration is in effect.
Created By	String	True	No	Username or ID of the user who initially created the Global Account Search Settings record.
Created Date	Datetime	True	No	Timestamp indicating when the settings record was first created in the system.
Last Modified By	String	True	No	Username or ID of the user who last updated the Global Account Search Settings record.
Last Modified Date	Datetime	True	No	Timestamp reflecting the most recent update made to the settings record.
Enable Global Account Search	Decimal	False	No	Flag that enables or disables the Global Account Search functionality. A value of 1 typically indicates that global search is active.
Implicit Filters	String	False	No	Comma-separated list of filters automatically applied during global account searches. These filters restrict results based on predefined conditions without user input.
My Accounts Redirect	Bool	False	No	Indicates whether the 'My Accounts' page should redirect to the Global Account Search interface. A value of true enables redirection.
Online User Filters	String	False	No	Comma-separated list of filters specific to online users that limit or tailor the results shown during global account searches.
iPad Preview Fields	String	False	No	Comma-separated list of fields shown in the preview pane when users access account records via iPad. Fields are optimized for mobile readability.
Online Columns	String	False	No	Comma-separated list of columns displayed in the Global Account Search result grid for online users, defining the structure and content of search results.
Setup Owner ID	String	False	No	Identifier of the user or group responsible for owning and maintaining this settings configuration.
Security Profile	String	False	No	Name or ID of the security profile governing access and permissions related to the Global Account Search feature.
Legacy CRM Id	String	False	No	Reference ID carried over from a legacy Customer Relationship Management (CRM) system, used for backward compatibility or historical tracking.
Application Profile	String	False	No	Application profile associated with this configuration, determining how the settings are applied across different app contexts or user roles.
Hide New Account Button	Bool	False	No	Indicates whether the 'New Account' button should be hidden from the Global Account Search interface. A value of true removes the button from the UI.

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GlossaryDefinitions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the glossary definition record within the Veeva Vault system.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the glossary definition across multiple vaults.
Link	String	False	No	System-generated reference link that can be used to directly access the glossary definition record within the Vault user interface.
Glossary Term	String	False	No	The official name or title of the glossary term being defined. This represents the primary subject of the definition.
Status	String	True	No	The current status of the glossary definition, reflecting whether it is active, draft, archived, or in another lifecycle state as defined in the Vault.
Created By	String	True	No	The username or ID of the user who originally created this glossary definition record.
Created Date	Datetime	True	No	The timestamp indicating when the glossary definition was initially created in the system.
Last Modified By	String	True	No	The username or ID of the user who most recently modified the glossary definition record.
Last Modified Date	Datetime	True	No	The timestamp of the most recent update made to this glossary definition.
Lifecycle	String	True	No	The defined lifecycle that governs the stages and transitions applicable to the glossary definition, such as Draft, Review, and Approved.
Lifecycle State	String	True	No	The current state of the glossary definition within its lifecycle, indicating where it stands in the process (for example, In Review, Approved).
Lifecycle State Stage ID	String	True	No	System-level identifier for the current stage within the lifecycle, used internally by Vault to track state transitions.
Lifecycle Stage	String	True	No	The label representing the current stage in the glossary definition's lifecycle, often used for reporting and workflow logic.
Definition Text	String	False	No	The full text that defines or explains the glossary term, providing detailed context or meaning.
Language	String	False	No	The language in which the glossary definition text is written, used for multilingual support and localization.
Related English Definition	String	False	No	A link or reference to the corresponding English version of this glossary definition, used when the current definition is in another language.
Term Definition Language	String	True	No	The language code or descriptor associated with the definition of the glossary term, indicating the language context for the content.

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Goals

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier assigned to the goal record within the Vault system. Serves as the primary key for referencing and tracking.
Goal Type	String	True	No	Specifies the type or category of the goal, based on predefined object types configured in Vault.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the goal across all Vault environments and integrations.
Link	String	False	No	System-managed reference link used internally by Vault to associate the goal record with other related system objects.
Goal Name	String	True	No	The display name or title of the goal as defined by the user. This is typically provides a concise summary of the goal's purpose.
Status	String	False	No	Indicates the current state of the goal, such as Planned, In Progress, or Completed, based on Vault lifecycle states.
Created By	String	True	No	The username or ID of the individual who originally created the goal record in Vault.
Created Date	Datetime	True	No	The date and time when the goal was initially created. Stored in Coordinated Universal Time (UTC) format.
Last Modified By	String	True	No	The username or ID of the user who last updated the goal record.
Last Modified Date	Datetime	True	No	The date and time when the goal record was most recently updated. Tracked for auditing and version control purposes.
Details	String	False	No	Free-text field containing additional context, notes, or a description elaborating on the goal's intent or objectives.
Mobile ID	String	False	No	Identifier used to sync the goal record with mobile applications. This is useful for offline access or device-level integration.
Account Plan	String	False	No	Reference to the associated account plan that the goal supports or aligns with. This is used to establish strategic connections.
Product	String	False	No	Specifies the product associated with the goal, linking commercial objectives to specific items in the product catalog.
Legacy CRM Id	String	False	No	Identifier from a legacy customer relationship management system, allowing backward compatibility or data migration traceability.

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Group

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the group record. This is used as the primary key to distinguish each group entity in the system.
Name	String	False	No	The official name of the group, typically representing a team, department, or role-based entity within the organization.
Status	String	False	No	Indicates the current operational state of the group, such as Active, Inactive, or Pending, which affects group visibility and access permissions.
Created_By	String	False	No	The username or system identifier of the user who originally created the group record.
Created_Date	Datetime	False	No	Timestamp indicating the exact date and time when the group record was first created in the system.
Last_Modified_By	String	False	No	The username or identifier of the user who most recently made changes to the group record.
Last_Modified_Date	Datetime	False	No	Timestamp reflecting the most recent date and time the group record was updated, providing audit trail capabilities.
Group_Owner	String	False	No	Identifier of the user or role responsible for managing and overseeing the group. This owner typically has administrative rights for group membership and configuration.
Site	String	False	No	References the physical or virtual site with which the group is associated. This helps in geographically or operationally segmenting groups.
Group_Description	String	False	No	A detailed explanation of the group's purpose, responsibilities, or membership scope, providing context for administrative and end-user reference.

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Holidays

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the holiday record within the Veeva Vault system. This is used as the primary key for referencing and lookups.
Name	String	False	No	The name or title assigned to the holiday entry, typically representing the event or observance (for example, Independence Day or Labor Day).
Status	String	False	No	The current lifecycle status of the holiday record, such as Active, Inactive, or Archived, indicating whether the entry is in use or deprecated.
Created By	String	True	No	The user or system account that initially created the holiday record in Vault. This is used for auditing and historical tracking.
Created Date	Datetime	True	No	The timestamp indicating when the holiday record was first created in the Vault system. Stored in UTC.
Global ID	String	True	No	A globally unique identifier assigned by the system to support cross-organization or cross-vault data consistency and tracking.
Last Modified By	String	True	No	The user or system account that last updated the holiday record. Helps trace change history and user accountability.
Last Modified Date	Datetime	True	No	The timestamp of the most recent update to the holiday record, including metadata or value changes. Stored in UTC.
Link	String	False	No	A system-generated URL or deep link that provides direct access to the holiday record within the Vault user interface.
Holiday Schedule	String	False	No	References the holiday schedule to which this entry belongs. This is used to group holidays under a common calendar for planning and compliance.
Date	Date	False	No	The calendar date on which the holiday occurs. This field is used for scheduling, exclusion logic, and reporting purposes.

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HolidaySchedules

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier assigned to each holiday schedule record in the system. This value is system-generated and immutable.
Name	String	False	No	The name of the holiday schedule, typically representing a business region, department, or calendar configuration for non-working days.
Status	String	False	No	Indicates the current lifecycle state of the holiday schedule, such as Active, Inactive, or Archived.
Created By	String	True	No	The username or system identifier of the user who originally created the holiday schedule entry in Veeva Vault.
Created Date	Datetime	True	No	The timestamp indicating when the holiday schedule record was first created in the system.
Global ID	String	True	No	A system-assigned, globally unique identifier (GUID) for the holiday schedule, used to support integrations and cross-system referencing.
Last Modified By	String	True	No	The username or identifier of the last user who modified the holiday schedule record.
Last Modified Date	Datetime	True	No	The timestamp of the most recent update made to the holiday schedule, whether by a user or system process.
Link	String	False	No	A system-generated hyperlink pointing to the specific holiday schedule record within the Veeva Vault user interface.

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Homepages

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the homepage record. This value is typically system-generated and used to reference the entry internally within the Vault database.
Global ID	String	True	No	System-assigned global identifier used to ensure uniqueness of the homepage record across multiple Vaults and environments.
Link	String	False	No	System-generated hyperlink or reference URI that points to the homepage resource within the Vault application.
Name	String	False	No	User-defined name of the homepage, typically used for display purposes within the user interface. This value corresponds to the 'name__v' field.
Status	String	False	No	Current state of the homepage record, such as Active, Inactive, or Archived. This is used to control visibility and usability in the system.
Created By	String	True	No	Username or ID of the user who initially created the homepage record in the Vault system. This tracks authorship and auditing.
Created Date	Datetime	True	No	Timestamp indicating the exact date and time the homepage was created. This value supports chronological sorting and auditing processes.
Last Modified By	String	True	No	Username or ID of the user who last modified the homepage record. Helps identify the most recent editor for auditing and tracking purposes.
Last Modified Date	Datetime	True	No	Timestamp capturing the date and time of the most recent modification made to the homepage record. This is used for version control and auditing.

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HTMLReports

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the HTML report record within the system.
HTML Report Type	String	True	No	Specifies the object type classification for the HTML report, mapped from the Vault object_type__v field.
Global ID	String	True	No	System-generated globally unique identifier used for cross-environment consistency and integrations.
Link	String	False	No	Direct system-generated URL link that points to the HTML report within Vault.
Report Name	String	False	No	The human-readable name or title of the HTML report, typically used in the user interface.
Status	String	False	No	The current lifecycle state of the HTML report, such as Active, Inactive, or Draft, sourced from the status__v field.
Created By	String	True	No	The user who initially created the HTML report record, identified by their Vault user ID.
Created Date	Datetime	True	No	Timestamp indicating when the HTML report record was originally created.
Last Modified By	String	True	No	The Vault user ID of the individual who most recently updated the HTML report.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update to the HTML report record.
Description	String	False	No	Optional free-text field used to provide a detailed explanation or summary of the HTML report's purpose or contents.
External ID	String	False	No	Custom external identifier used to map the report to an external system or process.
Status Details	String	False	No	Supplementary status information that can explain why a report is in a given publish state.
Platform	String	False	No	Target platform on which the HTML report is designed to operate, such as Web or Mobile.
Published Date	Datetime	False	No	Timestamp representing when the HTML report was officially published through the Vault publishing process.
Enforce Report Review Before Submit	Bool	False	No	Boolean flag that determines whether the HTML report must be reviewed before submission can proceed.
Sharing Group	String	False	No	Identifier for the user group with which the HTML report is shared, governing access permissions.
HTML Report Status	String	False	No	System-calculated status of the HTML report's publishing or generation process.
Studio Id	String	False	No	Reference to the originating Studio workspace ID used during HTML report creation or editing.
Studio Version	Decimal	False	No	Numeric value indicating the version of the Studio environment used to generate the report.
Visibility Criteria	String	False	No	Conditions or rules that control the visibility of the HTML report to different user roles or contexts.
Owner	String	False	No	Vault user ID or group responsible for the HTML report's ownership and administrative control.
Legacy CRM Id	String	False	No	Historical Customer Relationship Management (CRM) system identifier that can have been used before migration to Vault.
Content Target Platform	String	False	No	Specifies the destination system or platform where the HTML content is intended to be deployed, such as Salesforce, iPad, or Web.
Profile	String	False	No	Profile associated with the HTML report, often used for content configuration or audience targeting.
Object Type	String	False	No	Indicates the record type of the object the report is related to, based on Vault record type settings.
Application Profile	String	False	No	Defines the application-level configuration profile used during report rendering or publishing.

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ImplicitFilterConditions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the implicit filter condition record within the Vault instance.
Global ID	String	True	No	System-generated globally unique identifier used to reference this record across multiple Vaults or external systems.
Link	String	False	No	Internal system link reference that allows direct navigation to this specific record within the Vault UI.
Implicit Filter Condition Name	String	True	No	Human-readable name assigned to the implicit filter condition, typically used for display or selection purposes.
Status	String	False	No	Current lifecycle status of the implicit filter condition, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or system account that originally created this implicit filter condition record.
Created Date	Datetime	True	No	Timestamp indicating when this implicit filter condition was initially created in the system.
Last Modified By	String	True	No	Username or system account that last updated this implicit filter condition record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update made to this implicit filter condition.
Criteria	String	False	No	Logical expression or condition used to define the filtering behavior of this implicit filter. This commonly includes comparisons on field values.
Field Name	String	False	No	Name of the field on the target object to which this filter condition is applied.
Object Name	String	False	No	API name of the Vault object (document, binder, or custom object) where this implicit filter condition is enforced.
Implicit Filter	String	False	No	Reference to the associated implicit filter definition that this condition contributes to.
Legacy CRM Id	String	False	No	Optional identifier used for backward compatibility with legacy Customer Relationship Management (CRM) integrations or data migrations.

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ImplicitFilters

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the implicit filter record within the Vault system. This is used as the primary key for referencing this record.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across environments and Vaults for the implicit filter record.
Link	String	False	No	System link to the Vault object, providing a direct reference URL to the record within the user interface or via API.
Implicit Filter Name	String	True	No	The user-defined name of the implicit filter. This name typically indicates the context or purpose of the filter and is used for reference in configuration.
Status	String	False	No	The current lifecycle state of the implicit filter (such as Active, Inactive, or Archived), indicating whether the filter is currently applied.
Created By	String	True	No	The username or ID of the Vault user who originally created the implicit filter record.
Created Date	Datetime	True	No	The timestamp indicating when the implicit filter was first created in the Vault system.
Last Modified By	String	True	No	The username or ID of the Vault user who last updated or modified the implicit filter record.
Last Modified Date	Datetime	True	No	The timestamp of the most recent update made to the implicit filter record.
Applies To	String	False	No	The object or entity within the Vault system to which this implicit filter is applied, such as documents, users, or events.
Inclusion	Bool	False	No	Boolean flag that determines whether the filter should include (true) or exclude (false) the specified criteria when applied.
Location	String	False	No	The Vault location or context (such as business unit, region, or site) where this implicit filter is defined or applicable.
Owner	String	False	No	The Vault user ID or group ID that owns or is responsible for maintaining this implicit filter configuration.
Legacy CRM Id	String	False	No	An identifier carried over from a legacy Customer Relationship Management (CRM) system, used to map or reference filters during data migration or integration.

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Indexes

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the index record in Veeva Vault.
Index Type	String	True	No	Specifies the object type associated with the index, corresponding to the Vault object model field 'object_type__v'.
Global ID	String	True	No	System-assigned global identifier used to uniquely identify the record across all Vaults.
Link	String	False	No	Internal system link reference used for navigation or API-based retrieval within the Vault platform.
Index Name	String	True	No	The human-readable name of the index as stored in the 'name__v' field, used for display and reporting purposes.
Status	String	False	No	Represents the current lifecycle state of the index, such as Active, Inactive, or Retired.
Created By	String	True	No	Username or system identifier that created the index record in the Vault system.
Created Date	Datetime	True	No	Timestamp indicating when the index record was first created.
Last Modified By	String	True	No	Username or system identifier that last modified the index record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the index record.
Average	Decimal	False	No	Calculated average value associated with the index, typically derived from related data points or input metrics.
External Id	String	False	No	External system identifier used to map this record with data from integrated systems outside Vault.
Lower Limit	Decimal	False	No	Defines the minimum threshold value permitted or tracked by the index.
Record Type Name	String	False	No	Specifies the name of the record type for the index, used when multiple record types exist within the same object.
Type	String	False	No	Specifies the business classification or categorization of the index, as defined by business logic.
Upper Limit	Decimal	False	No	Defines the maximum threshold value permitted or tracked by the index.
Value	Decimal	False	No	The primary numeric value associated with the index, used for evaluation, benchmarking, or analytics.
Account	String	False	No	References the account associated with this index, often linking to a Healthcare Professional (HCP), Healthcare Organization (HCO), or other entity.
Owner	String	False	No	ID of the Vault user or group that owns or is responsible for this index record.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to link historical data with the current Vault index record.

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IntegratedSurveys

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the integrated survey record, used as the primary key.
Integrated Survey Type	String	True	No	Specifies the type of integrated survey, based on predefined object classifications in Veeva Vault.
Global ID	String	True	No	System-generated unique identifier that ensures global uniqueness across environments and integrations.
Link	String	False	No	System-level hyperlink or reference associated with the survey record, used internally or for navigation.
Name	String	False	No	The display name of the integrated survey as defined in Vault.
Status	String	False	No	Current lifecycle state of the integrated survey, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or system account that originally created the integrated survey record.
Created Date	Datetime	True	No	Date and time when the integrated survey record was initially created.
Last Modified By	String	True	No	Username or system account that most recently updated the integrated survey record.
Last Modified Date	Datetime	True	No	Date and time of the most recent update to the integrated survey record.
Account ID Parameter Name	String	False	No	Name of the parameter used to pass the Account ID into the survey, typically in the query string or request body.
Active	Bool	False	No	Boolean value indicating whether the survey is currently enabled and available for use.
Call ID Parameter Name	String	False	No	Name of the parameter used to pass the Call ID into the survey integration point.
Country Parameter Name	String	False	No	Name of the parameter used to pass the country value into the survey, which can affect localization or regulatory behavior.
Country	String	False	No	The default country value configured for the integrated survey, used if no dynamic value is passed.
Delivery Mechanism	String	False	No	Method used to deliver the integrated survey, such as email, in-app prompt, or external link.
Description	String	False	No	Free-text field for entering a detailed explanation of the purpose, scope, or audience of the integrated survey.
Event ID Parameter Name	String	False	No	Parameter name used to pass the Event ID into the survey, typically tied to a specific event record in Vault.
Integrated Survey Entry Point	String	False	No	Specifies the entry point location or context in which the survey is launched, such as Call, Event, or Account.
Integrated Survey URL	String	False	No	Fully qualified URL that users are redirected to in order to access the integrated survey.
Meeting ID Parameter Name	String	False	No	Parameter name used to pass the Meeting ID into the survey to associate responses with specific meeting instances.
Meeting Rating Parameter Name	String	False	No	Parameter name used to pass the meeting rating into the survey context, allowing pre-population or analytics.
Org ID Parameter Name	String	False	No	Parameter name used to pass the organizational ID for downstream filtering or reporting purposes.
User ID Parameter Name	String	False	No	Parameter name used to identify the user participating in or launching the survey.
User Type Parameter Name	String	False	No	Parameter name indicating the type of user (such as Rep, Manager, External) to tailor survey logic accordingly.
Legacy CRM Id	String	False	No	Identifier from the legacy Customer Relationship Management (CRM) system used for backward compatibility or migration reference.
Owner	String	False	No	Vault user ID of the record owner, typically responsible for managing the survey configuration.

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IntegrationPoints

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the integration point record within the Veeva Vault system.
Integration Point Type	String	True	No	Specifies the type or category of the integration point, as defined by the system object type code (object_type__v).
Name	String	False	No	The human-readable name assigned to the integration point to identify it within the user interface and API.
Status	String	False	No	Current lifecycle state of the integration point, reflecting whether it is active, inactive, or in another defined status.
Created By	String	True	No	Username or identifier of the user who initially created the integration point record.
Created Date	Datetime	True	No	Timestamp indicating when the integration point was first created in the system.
Last Modified By	String	True	No	Username or identifier of the user who most recently modified the integration point record.
Last Modified Date	Datetime	True	No	Timestamp capturing the most recent update to the integration point's data.
Description	String	False	No	Free-text field providing a detailed explanation or summary of the purpose and functionality of the integration point.
Integration	String	False	No	Reference to the parent integration or connector that the integration point belongs to within the Veeva Vault integration framework.
Integration Point API Name	String	False	No	System-generated or user-defined API name used to programmatically reference this integration point within automated workflows and external integrations.
Global ID	String	True	No	Globally unique identifier assigned by the system to ensure consistent referencing across environments and system contexts.
Link	String	False	No	URL or relative path providing a direct system link to the integration point record for quick navigation or API access.

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Integrations

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the integration record within the Vault database.
Name	String	False	No	User-defined name of the integration, typically used for display and identification in the user interface.
Status	String	False	No	Current operational state of the integration, such as Active, Inactive, or Archived, indicating its availability.
Created By	String	True	No	Username or identifier of the Vault user who originally created this integration record.
Created Date	Datetime	True	No	Date and timestamp when the integration record was first created in the system.
Last Modified By	String	True	No	Username or identifier of the Vault user who most recently updated the integration record.
Last Modified Date	Datetime	True	No	Date and timestamp of the most recent modification made to the integration.
Connection	String	False	No	Reference to the Vault connection configuration used by the integration to access external systems or services.
Integration API Name	String	False	No	System-generated API name for the integration, used programmatically in scripts and integrations.
Connection Status	String	True	No	Current status of the connection to the remote system, such as Connected, Disconnected, or Error.
Remote Vault Integration Name	String	False	No	Name of the integration as it appears in the connected remote Vault environment.
Remote Vault Integration ID	String	False	No	Unique identifier of the integration record in the connected remote Vault system.
Remote Vault Integration	String	True	No	System reference to the integration instance in the remote Vault, used for synchronization and linking.
Last Successful Run	Datetime	False	No	Timestamp of the most recent successful execution of the integration job or process.
Global ID	String	True	No	Globally unique identifier assigned to the integration record across all Vault environments for cross-system tracking.
Link	String	False	No	System-generated link or URL that provides direct access to the integration record in the Vault user interface.

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InventoryMonitorings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the inventory monitoring record.
Inventory Monitoring Type	String	True	No	Specifies the object type for the inventory monitoring entry, typically used to distinguish among different record types within Veeva Vault.
Global ID	String	True	No	System-wide unique identifier used to reference this record across vaults or integrations.
Link	String	False	No	System-generated URL or internal reference link to access the inventory monitoring record directly.
Name	String	True	No	User-friendly display name of the inventory monitoring record, generally derived from a naming convention or user input.
Status	String	True	No	Current status value of the inventory monitoring record, indicating its operational or workflow state.
Created By	String	True	No	Username or identifier of the person or system that initially created the inventory monitoring record.
Created Date	Datetime	True	No	Timestamp recording when the inventory monitoring record was first created in the system.
Last Modified By	String	True	No	Username or identifier of the user who last updated the inventory monitoring record.
Last Modified Date	Datetime	True	No	Timestamp indicating the last time the inventory monitoring record was modified.
Account ID	String	False	No	Unique identifier of the associated account, typically used to join with external account data.
Account Name	String	False	No	Name of the account related to the inventory monitoring activity, such as a healthcare provider or institution.
DateTime	Datetime	False	No	Date and time at which the inventory monitoring event was recorded, including time zone context where applicable.
Entity Reference Id	String	False	No	Identifier linking the inventory monitoring record to a specific business entity or external reference.
Inventory Monitoring Date	Date	False	No	Date on which the inventory monitoring activity occurred, excluding time information.
Lock	Bool	False	No	Indicates whether the record is currently locked from editing, often used in workflows to prevent changes.
Mobile Created Datetime	Datetime	False	No	Date and time when the record was created on a mobile device, supporting field data capture scenarios.
Mobile ID	String	False	No	Identifier assigned to the record by the mobile application used during data capture.
Mobile Last Modified Datetime	Datetime	False	No	Timestamp for the last update made to the record via a mobile device.
Notes	String	False	No	Free-text field for entering comments, observations, or other contextual information related to the inventory monitoring activity.
Override Lock	Bool	False	No	Specifies whether a user or process has permission to override the current lock status on the record.
Photo Rank	Decimal	False	No	Numerical ranking assigned to a photo associated with the inventory monitoring record, often used for prioritization or scoring.
Related Order	String	False	No	Identifier of an order related to the inventory monitoring event, allowing traceability between inventory checks and order fulfillment.
Inventory Monitoring Status	String	False	No	Status field specific to the inventory monitoring lifecycle, distinct from general record status.
Account	String	False	No	Reference to the linked account record, often used for reporting and filtering inventory monitoring data.
Assortment	String	False	No	Linked assortment or set of products being monitored during the inventory check.
Call	String	False	No	Reference to the associated call record, typically indicating the field interaction during which the inventory monitoring occurred.
Call Objective	String	False	No	Objective specified for the related call, providing business context for the inventory check.
Contract	String	False	No	Reference to a contract governing the terms under which inventory monitoring is being conducted.
Parent Inventory Monitoring ID	String	False	No	Identifier for the parent inventory monitoring record if this entry is part of a hierarchy.
Owner	String	False	No	User ID of the record owner, generally indicating who is responsible for managing or reviewing the inventory monitoring data.
Is Parent Inventory Monitoring?	Decimal	True	No	Flag indicating whether this record serves as a parent in an inventory monitoring hierarchy. This is typically 1 (true) or 0 (false).
Legacy CRM Id	String	False	No	Identifier carried over from a previous Customer Relationship Management (CRM) system, used for migration or historical reference.
Account Country	String	False	No	Country associated with the account, used for localization, compliance, and reporting purposes.
Lifecycle	String	True	No	Lifecycle configuration applied to the inventory monitoring record, defining its permissible state transitions and behaviors.
Lifecycle State	String	True	No	Current state within the assigned lifecycle, indicating the record's position in a predefined workflow.
Lifecycle State Stage ID	String	True	No	System-generated identifier for the stage within the lifecycle state, used internally by Vault for lifecycle management.
Lifecycle Stage	String	True	No	Descriptive name of the lifecycle stage corresponding to the current state of the inventory monitoring record.

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InventoryOrderLines

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the inventory order line record. This value is system-generated and used internally to distinguish records.
Global ID	String	True	No	Globally unique system-level identifier that ensures record uniqueness across all Vaults and integrations.
Link	String	False	No	System-generated URL or URI that links directly to the inventory order line record in the Vault user interface.
Inventory Order Line Number	String	True	No	User-defined or system-assigned identifier for the inventory order line, typically used for tracking and reference purposes.
Status	String	False	No	Current lifecycle status of the inventory order line, indicating its progress or state in the fulfillment process.
Created By	String	True	No	Username or identifier of the Vault user who initially created the inventory order line record.
Created Date	Datetime	True	No	Timestamp indicating when the inventory order line was created in the system.
Last Modified By	String	True	No	Username or identifier of the Vault user who last modified the inventory order line.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update made to the inventory order line record.
Exception Comments	String	False	No	Comments or notes describing any exceptions, issues, or irregularities related to the order line.
Exception Severity	String	False	No	Severity level associated with any reported exception for the order line, such as low, medium, or high.
Exception Type	String	False	No	Category or classification of the exception encountered in the inventory order line, such as quantity mismatch or delayed fulfillment.
Inventory Order Line Status	String	False	No	Detailed status specific to the inventory order line, potentially different from the overall order status.
Order Fulfilled Quantity	Decimal	False	No	The total quantity of the product that has been successfully fulfilled and delivered for this order line.
Order Quantity UOM	String	False	No	Unit of measure used to specify the quantity ordered, such as boxes, units, or kilograms.
Order Quantity	Decimal	False	No	Total number of units or quantity ordered for the product in this order line.
Requested Delivery Date	Date	False	No	Date on which delivery of the ordered product is requested or scheduled by the requester.
Inventory Order Allocation	String	False	No	Reference to the allocation record that indicates how the inventory is assigned or reserved for this order line.
Inventory Order Header	String	False	No	Reference to the parent inventory order header, which contains overarching information about the entire order.
Product	String	False	No	Product associated with this inventory order line, typically represented by a product identifier or name.
Legacy CRM Id	String	False	No	Identifier originating from a legacy Customer Relationship Management system used to associate historical records with this order line.

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InventoryOrders

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the inventory order record, typically assigned automatically by the system.
Global ID	String	True	No	System-wide unique identifier that distinguishes this record across all Vaults and integrations.
Link	String	False	No	System-generated hyperlink to access the full inventory order record within the Vault UI.
Inventory Order Number	String	True	No	User-defined or system-assigned identifier for the inventory order, used for tracking and reference purposes.
Status	String	True	No	Current status of the inventory order, such as Draft, Submitted, or Approved.
Created By	String	True	No	Username or system ID of the individual who created the inventory order.
Created Date	Datetime	True	No	Timestamp indicating when the inventory order record was initially created.
Last Modified By	String	True	No	Username or system ID of the last person who made changes to the inventory order.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification made to the inventory order record.
Approved By	String	False	No	Identifier of the user who approved the inventory order, if approval is required.
Approved Date	Date	False	No	Calendar date when the inventory order was approved.
Approved	Bool	False	No	Boolean flag indicating whether the inventory order has been approved (true) or not (false).
External ID	String	False	No	Identifier provided by an external system to link this inventory order with external data sources or platforms.
Order Create Date	Date	False	No	Date on which the inventory order was formally created, often based on user input or external import.
Order Status	String	False	No	Detailed status of the order within the fulfillment lifecycle, such as Pending, Fulfilled, or Cancelled.
Order Submit Date	Date	False	No	Date when the order was submitted for processing, signaling readiness for approval or fulfillment.
Order Type	String	False	No	Category or classification of the order, such as Initial Order, Replacement, or Adjustment.
Require Approval	Bool	False	No	Boolean value that indicates if this inventory order requires approval before it can proceed to fulfillment.
Unlock	Bool	False	No	Flag that allows the record to be modified even after submission or approval, typically for exceptional cases.
Approver	String	False	No	User ID of the designated approver responsible for reviewing and approving the order.
Order For User	String	False	No	User for whom the inventory order is being placed, often used in delegation or proxy scenarios.
Owner	String	False	No	User or system role designated as the owner of the inventory order record, with primary responsibility.
Total Order Quantity	Decimal	False	No	Total quantity of inventory items fulfilled as part of this order, expressed as a decimal value.
Legacy CRM Id	String	False	No	Reference ID from a legacy Customer Relationship Management (CRM) system, used for backward compatibility or data migration purposes.
Lifecycle	String	True	No	Name of the lifecycle applied to the inventory order, defining its business process and states.
Lifecycle State	String	True	No	Current state of the order within its lifecycle, such as Initiated, In Review, or Completed.
Lifecycle State Stage ID	String	True	No	System-generated identifier for the stage of the lifecycle state, used for internal tracking and workflows.
Lifecycle Stage	String	True	No	Human-readable label representing the stage of the inventory order within its lifecycle process.

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KeyMessages

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier assigned to each record within the system, used to distinguish individual entries.
Global ID	String	True	No	A globally unique identifier for the record, used to ensure consistency across systems and platforms.
Link	String	False	No	A URL or reference to an external resource or system associated with this record. It can be a link to related content or media.
Message	String	False	No	The name or title of the message or content being referenced. It provides a concise label or identifier for the record.
Status	String	False	No	The current status of the record, such as 'active', 'inactive', or other relevant state that indicates the record's lifecycle stage.
Created By	String	True	No	The identifier or name of the user who initially created this record. This helps trace the origin of the record.
Created Date	Datetime	True	No	The timestamp when the record was created in the system. It provides the date and time of record creation for tracking and auditing purposes.
Last Modified By	String	True	No	The identifier or name of the user who last modified the record. This helps identify the individual responsible for the most recent changes.
Last Modified Date	Datetime	True	No	The timestamp when the record was last updated. It indicates the most recent modification to the record.
Active	Bool	False	No	A flag that indicates whether the record is currently active ('true') or inactive ('false'). This is used to filter out inactive records.
CDN Path	String	False	No	The content delivery network path or URL used to retrieve the media file associated with this record. It is typically used for optimized content delivery.
CLM ID	String	False	No	The identifier for the CLM content linked to this record. It connects the record to marketing activities and campaigns.
Category	String	False	No	The classification or category the record falls under, such as 'video', 'document', or other predefined categories used for organizing content.
Custom Reaction	String	False	No	A custom response or action associated with the record, often used for interactions or reactions that are specific to the content or system.
Description	String	False	No	A detailed explanation or summary of the content or purpose of the record. This field provides further context about the record's role or use.
Disable Actions	String	False	No	A flag or indicator specifying whether actions associated with the record (such as edits or deletions) are disabled. It can be used to lock content.
Display Order	Decimal	False	No	A numerical value that determines the order in which the record appears when displayed in a list or sequence. Lower numbers are prioritized.
Is Shared Resource	Bool	False	No	A flag that indicates whether the resource is shared across multiple users or departments. It helps in determining the scope of accessibility.
Keywords	String	False	No	A list of keywords associated with the record. These are used for search optimization and categorization, helping users find relevant content.
Media File CRC	String	False	No	A Cyclic Redundancy Check (CRC) used to verify the integrity of the media file. It ensures the file has not been corrupted.
Media File Name	String	False	No	The name of the media file associated with the record. This typically corresponds to the filename of the uploaded content.
Media File Size	Decimal	False	No	The size of the media file, typically measured in bytes, kilobytes, or megabytes, used to assess the file's storage requirements.
Rendition MD5	String	False	No	An MD5 hash representing the rendition of the media file. This is used for file integrity verification and matching.
Segment	String	False	No	The segment or grouping associated with the record, used to categorize content by target audience, geographical region, or other criteria.
Slide Version	String	False	No	The version of the slide, if the record is part of a presentation. It helps to track updates and revisions to presentation materials.
Slide Notes Version	String	False	No	The version number of the slide notes associated with the slide. This helps in tracking changes to notes or annotations related to the slide.
Key Message Status	String	False	No	The status of the key message linked to the record, such as 'draft', 'approved', or 'archived'. It tracks the approval lifecycle of key messages.
Veeva External Id	String	False	No	The unique identifier used for integrating with the Veeva Vault system, ensuring synchronization between Veeva Vault and other systems.
Vault DNS	String	False	No	The domain name system address for accessing the Veeva Vault, used in network configurations for system communication.
Vault Document ID	String	False	No	The unique document identifier within the Veeva Vault system, used to reference documents stored in the vault.
Vault External Id	String	False	No	An external identifier associated with the record in the Veeva Vault system, used for linking with other systems or external databases.
Vault GUID	String	False	No	A globally unique identifier (GUID) for the document or record within the Veeva Vault, used to ensure cross-system uniqueness.
Slide Notes	String	False	No	The notes or annotations associated with the slide. These may include additional context, comments, or information for the viewer.
Vault Last Modified Date Time	Datetime	False	No	The date and time when the document in the Veeva Vault was last modified. It helps track recent changes to the document.
Vehicle	String	False	No	The vehicle or platform used for the distribution or presentation of the content, such as 'iOS app', 'web', or 'desktop'.
iOS Resolution	String	False	No	The resolution of the media file optimized for iOS devices. It ensures proper display on Apple devices with varying screen sizes and resolutions.
iOS Viewer	String	False	No	The viewer or application used to display the content on iOS devices, ensuring compatibility with the content format and the platform.
Detail Group	String	False	No	A classification group used to organize details related to the content, such as 'marketing', 'sales', or other specific groups for internal categorization.
Product Strategy	String	False	No	The product strategy associated with the record, linking it to a specific business strategy or product marketing approach.
Product	String	False	No	The product linked to the record. It identifies which product the content or message pertains to, useful in product-specific communications.
Shared Resource	String	False	No	A shared resource identifier for content or assets that are used across multiple teams or departments. It helps ensure consistent access.
Owner	String	False	No	The owner or person responsible for the record. This could be an individual or department managing the record.
Update Slide Notes	Bool	True	No	A flag indicating whether the slide notes should be updated. It controls whether modifications to the slide notes are allowed.
Legacy CRM Id	String	False	No	The identifier used for linking to a legacy Customer Relationship Management (CRM) system, ensuring compatibility with older systems.
ISI Document	String	False	No	The identifier or document linked to the Important Safety Information (ISI), typically used in healthcare and pharmaceuticals to convey safety information.
PI Document	String	False	No	The identifier or document linked to the Product Information (PI), used to store detailed product-related information and specifications.
Media Type	String	False	No	The type of media associated with the record, such as 'video', 'image', 'audio', or 'document'. It classifies the content by its format.
Content Target Platform	String	False	No	The target platform for the content, such as 'web', 'mobile', or 'tablet'. This field helps optimize content delivery to the appropriate device.
Language	String	False	No	The language in which the content is presented. It ensures proper localization and accessibility for different language-speaking audiences.
URL	String	False	No	A URL link to the content or resource, providing a direct path for accessing the online version of the media or document.

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KeyStakeholders

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier assigned to each record. It serves as the primary key within the database for referencing and managing individual records.
Key Stakeholder Type	String	True	No	The type of key stakeholder, such as 'customer', 'partner', or 'distributor'. This helps categorize stakeholders within the system.
Global ID	String	True	No	A globally unique identifier for the record, ensuring that it can be recognized across different systems or platforms without conflict.
Link	String	False	No	A URL or reference link associated with the record. It is typically used to direct users to external resources or related documents.
ID2	String	True	No	An alternative identifier for the record, possibly used as a secondary reference or for tracking purposes in other systems.
Status	String	False	No	The current status of the record, such as 'active', 'inactive', or 'pending', to indicate the lifecycle stage of the key stakeholder record.
Created By	String	True	No	The name or identifier of the user who created the record. This helps track the origin of the data within the system.
Created Date	Datetime	True	No	The timestamp when the record was created, providing a historical reference for when the record first appeared in the system.
Last Modified By	String	True	No	The name or identifier of the user who last updated the record, allowing for accountability and tracing of changes made to the record.
Last Modified Date	Datetime	True	No	The timestamp of the most recent modification to the record, used to track the freshness and currency of the information.
External ID	String	False	No	An external identifier used to link this record with other systems or databases, ensuring synchronization and interoperability across platforms.
Key Stakeholder Name	String	False	No	The full name of the key stakeholder, such as the individual or organization that the record pertains to. It is used for easy identification.
Mobile ID	String	False	No	An identifier associated with the stakeholder's mobile device, used for tracking mobile-specific data or engagement with the stakeholder.
Role	String	False	No	The role or function of the key stakeholder, such as 'manager', 'director', or 'partner'. This helps define their responsibilities or position in the organization.
Stakeholder Owner Name	String	False	No	The name of the person or department responsible for managing this key stakeholder, ensuring proper assignment and accountability.
Account Plan	String	False	No	The strategic plan associated with the key stakeholder, typically including goals, activities, and timelines for managing the relationship.
Key Stakeholder	String	False	No	A general field that may contain additional information or labels associated with the key stakeholder, used to describe their classification or importance.
Stakeholder Owner	String	False	No	The department or team that owns the stakeholder relationship, used to define the responsible party for maintaining the relationship.
Owner	String	False	No	The identifier of the user who owns this record within the system, often tied to permissions and access control to the record.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system used for linking to older records or for integration purposes with previous CRM systems.

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LinkTargets

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier assigned to each record within the system. It serves as the primary key for referencing and managing individual records.
Name	String	True	No	The name of the document, reference, or entity. It provides a descriptive label for the record to help identify it within the system.
Status	String	False	No	The current status of the record, such as 'active', 'inactive', or 'pending'. This reflects the lifecycle or processing state of the record.
Created By	String	True	No	The identifier or name of the user who created the record, providing accountability for the creation of the record.
Created Date	Datetime	True	No	The timestamp indicating when the record was created. This helps track when the record first entered the system.
Last Modified By	String	True	No	The identifier or name of the user who last modified the record. It provides insight into who last updated the record and helps maintain version control.
Last Modified Date	Datetime	True	No	The timestamp of the most recent modification made to the record, helping track changes and ensuring data is up to date.
Reference Type	String	False	No	The type of reference associated with the record, such as 'document', 'link', or other categories. This categorizes the kind of resource the record refers to.
Document	String	True	No	The unique identifier for the document associated with the record. It links the record to a specific document within the system.
Document Reference (unbound)	Decimal	True	No	A reference to the document without any binding constraints, often used for linking documents that are not yet bound to a specific record.
Anchor Id	String	False	No	The identifier of the anchor within the document. It provides a specific target for linking or referencing within the context of the document.
Anchor Title	String	False	No	The title or name of the anchor in the document, providing more detailed context or description for the anchor point.
Anchor Page	Decimal	False	No	The page number within the document where the anchor resides, helping users locate the exact location of the referenced content.
Reference	String	False	No	The reference or target associated with the record. This could be a URL, an external document, or an internal link pointing to related content.
Global ID	String	True	No	A globally unique identifier for the record, ensuring it can be identified across different systems or databases, avoiding conflicts.
Link	String	False	No	The URL or path to an external resource related to the record, used to access additional content or documentation outside the database.
Document Version	String	False	No	The identifier for the version of the document associated with the record. This tracks the specific iteration or revision of the document.
Document Version (unbound)	Decimal	False	No	The version of the document that is not yet bound to a specific context or reference, often used for draft or provisional versions.
Create From Annotation ID	String	False	No	The unique identifier for the annotation from which the current record was created, establishing a link between the two.
Annotation ID	String	False	No	The identifier for a specific annotation within the document, used to track and reference annotations related to the record.

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LotCatalog

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for each record in the system. This serves as the primary key for referencing and managing individual records.
Global ID	String	True	No	A globally unique identifier that ensures the record can be identified across different systems and databases, preventing conflicts.
Link	String	False	No	The URL or path that points to an external resource associated with the record, enabling easy access to related content or documentation.
Lot #	String	False	No	The identifier or number assigned to the lot, often used for tracking batches of items or materials in the system.
Status	String	False	No	The current state of the record, such as 'active', 'inactive', 'pending', or 'completed', reflecting its progress or lifecycle stage.
Created By	String	True	No	The name or identifier of the user who initially created the record, providing accountability for its creation.
Created Date	Datetime	True	No	The timestamp that records when the record was first created, helping track the record's inception date and data entry.
Last Modified By	String	True	No	The name or identifier of the user who most recently modified the record, offering accountability for updates or changes.
Last Modified Date	Datetime	True	No	The timestamp indicating the most recent modification to the record, tracking changes over time and ensuring data is up-to-date.
Active	Bool	False	No	A flag indicating whether the record is active or inactive. If 'true', the record is currently in use; if 'false', it is archived or inactive.
Expiration Date	Date	False	No	The date on which the record, product, or lot expires, helping to manage lifecycle and compliance with shelf-life requirements.
Item Id	String	False	No	A unique identifier for the item associated with the record. This links the record to a specific product or material in the inventory.
Lot Catalog External Id	String	False	No	An external identifier for the lot catalog, often used for integration with other systems or databases to track lots and batches.
Sample Description	String	False	No	A brief description of the sample associated with the lot or product, providing context about the sample's properties or characteristics.
Suppress Lot	Bool	False	No	A flag that determines whether the lot should be suppressed or excluded from certain processes, such as reporting or visibility in the catalog.
U/M	String	False	No	The unit of measure (UOM) for the lot or item, specifying the standard measurement unit, such as kilograms, liters, or pieces.
Product	String	False	No	The name or identifier of the product associated with the record. This links the lot or item to a specific product in the catalog or inventory.
Owner	String	False	No	The identifier or name of the person or entity responsible for the record, helping to track ownership and accountability for the lot or item.
Legacy CRM Id	String	False	No	An identifier from a legacy Customer Relationship Management (CRM) system, used for linking historical data with the current system.
Sample	String	False	No	The identifier or name of the sample associated with the lot, often used to track specific units or portions of material for testing or analysis.

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ManualTerritoryAlignmentHistories

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the record, serving as the primary key to reference and manage the data associated with manual territory alignment history.
Manual Territory Alignment History Type	String	True	No	The type of object or entity being described in the record, such as 'territory', 'region', or other relevant categorization for territory alignment.
Global ID	String	True	No	A globally unique identifier for the record, ensuring it can be recognized and tracked across different systems or databases.
Link	String	False	No	A URL or path linking to additional resources or documentation related to the record, facilitating easy access to external or supporting content.
Manual Territory Alignment History Name	String	True	No	The name given to the manual territory alignment history, typically representing the alignment event or a specific change in territory configuration.
Status	String	False	No	The current status of the record, indicating its state (for example, 'active', 'completed', or 'pending') to reflect the progress or lifecycle stage of the alignment history.
Created By	String	True	No	The name or identifier of the user who created the record, offering accountability for the creation of territory alignment history entries.
Created Date	Datetime	True	No	The timestamp when the record was initially created, providing a historical reference for when the territory alignment history was added to the system.
Last Modified By	String	True	No	The name or identifier of the user who last modified the record, helping to track updates or revisions to the territory alignment data.
Last Modified Date	Datetime	True	No	The timestamp indicating the most recent modification to the record, allowing users to track the last change and ensuring data is current.
New Territories	String	False	No	A list or description of the new territories involved in the manual alignment, detailing where territory changes have been implemented.
Platform	String	False	No	The platform or system where the territory alignment history is being tracked or managed, indicating whether it pertains to a particular application or database.
Previous Territories	String	False	No	A list or description of the previous territories before the alignment, providing a reference to the territories that have been adjusted or reassigned.
Source	String	False	No	The source from which the manual territory alignment data originated, such as an external system, report, or manual entry, which helps identify the origin of the record.
Legacy CRM Id	String	False	No	An identifier from a legacy Customer Relationship Management (CRM) system, linking the historical data with the current system for consistency and continuity in tracking.
Account	String	False	No	The account associated with the territory alignment, potentially linking the record to a specific business account or customer for contextual relevance.
User	String	False	No	The user associated with the territory alignment history, identifying the individual or team responsible for the changes or modifications to the territory assignments.
Owner	String	False	No	The name or identifier of the person or team responsible for managing the record, ensuring accountability for the territory alignment history within the system.

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MatchTextVariations

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier assigned to the record, serving as the primary key for referencing and managing the data related to the specific lifecycle event or entity.
Global ID	String	True	No	A globally unique identifier used to track the record across various systems or databases, ensuring consistency and traceability of the record.
Link	String	False	No	A URL or path that provides direct access to external resources or documentation related to the record, enabling easy reference and further information.
Name	String	True	No	The name or title associated with the record, typically representing a specific event, object, or lifecycle entity, helping to easily identify it within the system.
Status	String	True	No	The current status of the record, reflecting its stage in the process or workflow, such as 'active', 'completed', or 'in progress'.
Created By	String	True	No	The name or identifier of the user who initially created the record, providing accountability and tracking the person responsible for the record's creation.
Created Date	Datetime	True	No	The timestamp indicating when the record was first created, allowing users to track the historical context and timeline of the record.
Last Modified By	String	True	No	The name or identifier of the user who last modified the record, ensuring visibility of changes and the individual responsible for the update.
Last Modified Date	Datetime	True	No	The timestamp indicating when the record was last modified, helping users determine the recency of the record and its data.
Lifecycle	String	True	No	The overall lifecycle status of the record, indicating the phase or progression in the system, such as 'draft', 'approved', or 'archived'.
Lifecycle State	String	True	No	The specific state of the lifecycle the record is currently in, providing a more granular indication of the record's status within its lifecycle (for example, 'in review' or 'finalized').
Lifecycle State Stage ID	String	True	No	An identifier that specifies the particular stage of the lifecycle the record is in, offering a unique reference to track the record's progress through the stages.
Lifecycle Stage	String	True	No	The name or description of the lifecycle stage that the record is in, providing a clear understanding of the current phase in the lifecycle process (for example, 'initial' or 'final approval').
Claim	String	False	No	A keyword or identifier related to the record that represents a claim or important topic associated with the lifecycle stage, used for categorization or tagging purposes.
Match Text	String	False	No	Text associated with the record that indicates a match, usually for searching or tagging purposes, which can be used to associate records based on specific criteria or keywords.

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MaterialLY

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	The unique identifier for the record, used to reference and manage the entity across the system. It serves as the primary key for linking and querying related data.
Name	String	False	No	The name or title of the entity, providing a human-readable label for easy identification of the record within the system. This could represent a project, event, or object.
Status	String	False	No	The current state or condition of the entity, such as 'active', 'inactive', or 'pending', reflecting its progress or situation within the workflow or process.
Created_By	String	False	No	The identifier or name of the individual who created the record. This field helps track accountability and trace who initiated the record in the system.
Created_Date	Datetime	False	No	The timestamp when the record was initially created. This allows tracking of the record's age and understanding of when it entered the system.
Last_Modified_By	String	False	No	The identifier or name of the person who last updated or modified the record. It provides transparency on who is responsible for changes made to the entity.
Last_Modified_Date	Datetime	False	No	The timestamp indicating when the record was last modified, helping to assess the recency of updates and understand the record's current state.

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MaterialOrderLineItems

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the record in the system. It acts as the primary key used for referencing, linking, and querying related data across tables.
Global ID	String	True	No	A globally unique identifier assigned to the record, ensuring its identification remains consistent across different systems or databases.
Link	String	False	No	The URL or hyperlink associated with the record, providing a direct reference to its location or related resource within the system.
Line Item ID	String	True	No	The unique identifier for the line item associated with this record. It is used to track individual items within an order or inventory.
Status	String	False	No	The current state or condition of the record, such as 'active', 'inactive', 'completed', or 'pending', reflecting the progress or status within a process.
Created By	String	True	No	The identifier or name of the individual who created the record, helping track accountability and trace who initiated the record in the system.
Created Date	Datetime	True	No	The timestamp when the record was created in the system, providing a reference for tracking the record's age and creation time.
Last Modified By	String	True	No	The identifier or name of the individual who last modified or updated the record, allowing visibility into who made the most recent changes.
Last Modified Date	Datetime	True	No	The timestamp of the last modification to the record, indicating the most recent changes made and providing insight into the timeliness of the record's data.
Quantity	Decimal	False	No	The numerical value representing the quantity of items involved in the record, typically used in the context of stock, inventory, or order volume.
Material Order	String	False	No	A unique identifier for the material order associated with this record. It links the record to a specific order in the system for inventory or procurement purposes.
Products	String	False	No	A list of products associated with the record, typically identifying the items that are part of the transaction or inventory being tracked.
Legacy CRM Id	String	False	No	An identifier used in the legacy CRM system, ensuring compatibility and the ability to cross-reference records between the current system and previous CRM databases.

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MaterialOrders

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the record, used as the primary key for referencing and linking the record across various tables in the system.
Global ID	String	True	No	A globally unique identifier that ensures the record can be consistently identified across different systems and platforms.
Link	String	False	No	The URL or hyperlink associated with the record, providing a direct path to the resource or related entity within the system.
Material Order Name	String	True	No	The name of the material order, which provides a descriptive reference to the order within the system. It may include details such as order type or purpose.
Status	String	False	No	The current status of the material order, such as 'active', 'closed', 'pending', or 'completed', reflecting its stage in the processing lifecycle.
Created By	String	True	No	The identifier or name of the individual or system that created the record, allowing traceability and accountability for record creation.
Created Date	Datetime	True	No	The timestamp when the material order was created in the system, helping track the age and creation timeline of the record.
Last Modified By	String	True	No	The identifier or name of the individual who last modified or updated the record, ensuring transparency and accountability for changes.
Last Modified Date	Datetime	True	No	The timestamp when the material order was last modified, indicating the most recent update or change to the record.
Date	Date	False	No	The date associated with the material order, often used for scheduling, processing, or tracking order-related activities within a specified timeframe.
Owner	String	False	No	The identifier or name of the individual or entity that owns or is responsible for the material order, ensuring proper management and accountability.
Legacy CRM Id	String	False	No	An identifier used in the previous CRM system, enabling compatibility and cross-referencing of records between the legacy CRM and the current system.

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MCCycleChannels

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the record, serving as the primary key for referencing and linking this entry within the system.
MC Cycle Channel Type	String	True	No	The type or category of the cycle channel, which defines its classification within the system, such as a specific marketing or communication cycle.
Global ID	String	True	No	A globally unique identifier used for consistent identification of the record across multiple systems and platforms.
Link	String	False	No	The URL or hyperlink associated with the cycle channel, providing direct access to the resource or related entity within the system.
Cycle Channel	String	True	No	The name of the cycle channel, which identifies the specific channel used for the cycle, such as an advertising, sales, or communication channel.
Status	String	False	No	The current status of the cycle channel, indicating whether the channel is active, inactive, under review, or completed.
Created By	String	True	No	The identifier or name of the individual or system that created the cycle channel record, providing accountability and traceability for record creation.
Created Date	Datetime	True	No	The timestamp when the cycle channel was created in the system, helping to track the lifecycle and age of the record.
Last Modified By	String	True	No	The identifier or name of the individual who last modified or updated the cycle channel record, ensuring transparency in changes.
Last Modified Date	Datetime	True	No	The timestamp when the cycle channel record was last modified, reflecting the most recent update or change.
Channel Criteria	String	False	No	The criteria or conditions associated with the cycle channel, often defining the parameters or target audience for the channel's activities.
Channel Label	String	False	No	A descriptive label or name for the cycle channel, providing a user-friendly reference to identify the channel within the system.
Channel Object	String	False	No	The specific object or entity that the cycle channel is associated with, such as a campaign, project, or other related entity.
Weight	Double	False	No	The weight or importance of the cycle channel, typically used for prioritization or allocation of resources based on its assigned value.
External ID	String	False	No	An identifier used in external systems to reference this cycle channel, allowing for cross-system integration and data consistency.
Master Align Id	String	False	No	The identifier of the master alignment record to which this cycle channel is related, helping to maintain consistent alignment across multiple cycles.
Veeva External ID	String	False	No	A unique identifier used in the Veeva Vault system to reference this cycle channel, facilitating integration with Veeva-related systems.
Cycle	String	False	No	The cycle associated with this channel, often describing a specific period or phase in a campaign or marketing effort.
Legacy CRM Id	String	False	No	An identifier used in the previous CRM system, enabling compatibility and cross-referencing of cycle channels between the legacy CRM and the current system.

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MCCyclePlanChannels

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the record, which serves as the primary key to reference this cycle plan channel in the system.
MC Cycle Plan Channel Type	String	True	No	The classification or type of the marketing communication (MC) cycle plan channel, specifying the category or nature of the channel used in the marketing cycle.
Global ID	String	True	No	A globally unique identifier used for the consistent identification of the cycle plan channel across various systems and platforms.
Link	String	False	No	A URL or hyperlink associated with the cycle plan channel, which provides direct access to additional details or resources related to the channel.
Cycle Plan Channel	String	True	No	The name of the cycle plan channel, used to identify and reference the specific channel in the cycle plan, such as a digital channel or direct mail.
Status	String	False	No	The current status of the cycle plan channel, indicating whether the channel is active, inactive, or in another phase of its lifecycle.
Created By	String	True	No	The identifier or name of the individual or system that created the cycle plan channel record, providing traceability for record creation.
Created Date	Datetime	True	No	The timestamp when the cycle plan channel record was created, allowing users to track the lifecycle and age of the record.
Last Modified By	String	True	No	The identifier or name of the individual who last modified or updated the cycle plan channel record, ensuring accountability for changes.
Last Modified Date	Datetime	True	No	The timestamp of the most recent modification made to the cycle plan channel record, reflecting the latest update to the data.
Activity Goal Edit	Decimal	False	No	The updated or adjusted activity goal for the cycle plan channel, reflecting any changes made to the originally set target or objective.
Channel Activity Actual	Decimal	False	No	The actual amount of activity carried out within the cycle plan channel, providing a real-time measurement of performance.
Channel Activity Goal	Decimal	False	No	The target or goal set for the amount of activity to be carried out within the cycle plan channel, used for performance comparison.
Channel Activity Max	Decimal	False	No	The maximum allowable or expected activity for the channel, setting an upper limit for the activity target.
Channel Activity Remaining	Decimal	False	No	The remaining amount of activity required to meet the set goal or target for the cycle plan channel.
Channel Attainment	Double	False	No	The percentage of the goal achieved for the channel activity, calculated by comparing actual activity with the set goal.
Channel Interactions Actual	Double	False	No	The actual number of interactions (for example, clicks or responses) occurring within the cycle plan channel, representing user engagement.
Channel Interactions Earned	Double	False	No	The number of interactions earned through the cycle plan channel, indicating how well the channel met its interaction objectives.
Channel Interactions Goal	Double	False	No	The target number of interactions set for the cycle plan channel, used to evaluate the effectiveness of the channel's reach.
Channel Status	String	False	No	The operational status of the cycle plan channel, indicating whether the channel is running smoothly, paused, or has issues.
External ID	String	False	No	An identifier from an external system that is used to reference the cycle plan channel, facilitating cross-system data integration.
Channel Last Activity Date	Date	False	No	The date of the most recent activity within the cycle plan channel, providing insights into when the channel was last active.
Channel Last Activity Datetime	Datetime	False	No	The exact timestamp of the most recent activity within the cycle plan channel, providing precise tracking of the channel's activity.
Last Calculated	Datetime	False	No	The timestamp when the cycle plan channel data was last calculated or updated, providing a reference for when performance metrics were last reviewed.
Master Align Id	String	False	No	The identifier linking this cycle plan channel to a master alignment record, ensuring consistency across related marketing efforts.
Product Attainment	Double	False	No	The percentage of the product-related goal achieved within the cycle plan channel, used to track product-specific objectives.
Product Interactions Earned	Double	False	No	The number of product-related interactions earned through the cycle plan channel, indicating the success of product-specific goals.
Product Interactions Goal	Double	False	No	The target number of product-related interactions set for the cycle plan channel, used to assess product engagement effectiveness.
Product Status	String	False	No	The status of the product within the cycle plan channel, indicating whether it is active, inactive, or in another phase of the marketing cycle.
Team Activity Goal Edit	Decimal	False	No	The updated activity goal set for the team managing the cycle plan channel, reflecting any changes made to the original targets.
Team Channel Activity Actual	Decimal	False	No	The actual amount of activity carried out by the team within the cycle plan channel, representing the team's performance.
Team Channel Activity Goal	Decimal	False	No	The target activity goal set for the team, used to measure how well the team is performing within the cycle plan channel.
Team Channel Activity Max	Decimal	False	No	The maximum allowable or expected activity for the team within the cycle plan channel, setting a limit for team performance.
Team Channel Activity Remaining	Decimal	False	No	The remaining activity required for the team to reach the target set for the cycle plan channel.
Team Channel Attainment	Double	False	No	The percentage of the team's activity goal achieved within the cycle plan channel, indicating the team's progress towards its objectives.
Team Channel Interactions Actual	Double	False	No	The actual number of interactions achieved by the team within the cycle plan channel, reflecting the team's ability to engage users.
Team Channel Interactions Earned	Double	False	No	The number of interactions earned by the team within the cycle plan channel, showing how well the team met interaction objectives.
Team Channel Interactions Goal	Double	False	No	The target number of interactions set for the team within the cycle plan channel, used to evaluate the team's success in engaging users.
Team Channel Status	String	False	No	The status of the team within the cycle plan channel, indicating whether the team is active, inactive, or experiencing challenges.
Team Channel Last Activity Date	Date	False	No	The date of the most recent activity performed by the team within the cycle plan channel, indicating when the team last engaged with the channel.
Team Channel Last Activity Datetime	Datetime	False	No	The exact timestamp of the most recent activity by the team within the cycle plan channel, providing precise tracking.
Team Product Attainment	Double	False	No	The percentage of the product-related goal achieved by the team within the cycle plan channel, reflecting the team's product-specific success.
Team Product Interactions Earned	Double	False	No	The number of product-related interactions earned by the team within the cycle plan channel, indicating the team's product engagement.
Team Product Interactions Goal	Double	False	No	The target number of product-related interactions set for the team, used to evaluate the team's effectiveness in promoting the product.
Team Product Status	String	False	No	The status of the product managed by the team within the cycle plan channel, showing whether the product is active or in another state.
Veeva External ID	String	False	No	A unique identifier used in the Veeva Vault system to reference this cycle plan channel, enabling integration with Veeva-related platforms.
Controlling MC Cycle	String	False	No	The identifier for the controlling marketing communication cycle to which this channel belongs, ensuring alignment with the broader MC strategy.
Cycle Channel	String	False	No	The specific marketing cycle channel used in the cycle plan, representing the method or medium through which the campaign is executed.
Cycle Plan Target	String	False	No	The target goal or audience for the cycle plan, defining the objectives or the group intended to be impacted by the cycle plan activities.
Channel	String	True	No	The specific communication or marketing channel used for the cycle plan, such as email, digital advertising, or other outreach methods.
Cycle Plan	String	True	No	The overall cycle plan to which this channel belongs, representing the entire strategy or campaign being implemented.
Legacy CRM Id	String	False	No	An identifier used in the legacy CRM system to reference this cycle plan channel, ensuring compatibility and data consistency during migration or integration.
MC Cycle Plan	String	True	No	The identifier for the marketing communication (MC) cycle plan to which this cycle plan channel belongs, linking it to the broader MC strategy.
Channel Last Activity Date2	Date	False	No	The second recorded date for the last activity in the cycle plan channel, used for tracking purposes in different stages or variations.
Team Channel Last Activity Date2	Date	False	No	The second recorded date for the last activity performed by the team within the cycle plan channel, providing an additional tracking point.

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MCCyclePlanProducts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the record, which serves as the primary key to reference this cycle plan product in the system.
MC Cycle Plan Product Type	String	True	No	The classification or type of the marketing communication (MC) cycle plan product, specifying the category or nature of the product involved in the cycle.
Global ID	String	True	No	A globally unique identifier used for the consistent identification of the cycle plan product across various systems and platforms.
Link	String	False	No	A URL or hyperlink associated with the cycle plan product, providing direct access to additional details or resources related to the product.
Cycle Plan Product	String	True	No	The name of the cycle plan product, used to identify and reference the specific product involved in the marketing cycle plan.
Status	String	False	No	The current status of the cycle plan product, indicating whether the product is active, inactive, or in another phase of its lifecycle.
Created By	String	True	No	The identifier or name of the individual or system that created the cycle plan product record, providing traceability for record creation.
Created Date	Datetime	True	No	The timestamp when the cycle plan product record was created, allowing users to track the lifecycle and age of the record.
Last Modified By	String	True	No	The identifier or name of the individual who last modified or updated the cycle plan product record, ensuring accountability for changes.
Last Modified Date	Datetime	True	No	The timestamp of the most recent modification made to the cycle plan product record, reflecting the latest update to the data.
Activity Goal Edit	Decimal	False	No	The updated or adjusted activity goal for the cycle plan product, reflecting any changes made to the originally set target or objective.
Detail Priority	Decimal	False	No	The priority level assigned to the product in the cycle plan, determining the product's importance or order of focus during the campaign.
External ID	String	False	No	An identifier from an external system that is used to reference the cycle plan product, facilitating cross-system data integration.
Product Last Activity Date	Date	False	No	The date of the most recent activity related to the product in the cycle plan, providing insights into when the product was last engaged.
Product Last Activity Datetime	Datetime	False	No	The exact timestamp of the most recent activity related to the product in the cycle plan, providing precise tracking of the product's engagement.
Last Calculated	Datetime	False	No	The timestamp when the cycle plan product data was last calculated or updated, providing a reference for when performance metrics were last reviewed.
Master Align Id	String	False	No	The identifier linking this cycle plan product to a master alignment record, ensuring consistency across related marketing efforts.
Product Activity Goal	Decimal	False	No	The target activity goal set for the cycle plan product, used to measure how much activity is required to achieve the product's objectives.
Product Activity Max	Decimal	False	No	The maximum allowable or expected activity for the cycle plan product, setting an upper limit for the activity goal.
Product Activity Remaining	Decimal	False	No	The remaining amount of activity required to meet the set goal or target for the product in the cycle plan.
Product Activity Actual	Decimal	False	No	The actual amount of activity carried out for the product in the cycle plan, providing a real-time measurement of progress.
Product Attainment	Double	False	No	The percentage of the activity goal achieved for the cycle plan product, calculated by comparing actual activity with the set goal.
Product Interactions Actual	Double	False	No	The actual number of interactions (for example, clicks or responses) that have occurred for the product in the cycle plan, representing user engagement.
Product Interactions Earned	Double	False	No	The number of interactions earned through the cycle plan product, indicating how well the product met its interaction objectives.
Product Interactions Goal	Double	False	No	The target number of interactions set for the product in the cycle plan, used to evaluate its effectiveness in reaching users.
Product Status	String	False	No	The status of the cycle plan product, indicating whether it is active, inactive, or in another phase of the campaign.
Team Activity Goal Edit	Decimal	False	No	The updated activity goal set for the team managing the cycle plan product, reflecting any changes made to the original targets.
Team Product Last Activity Date	Date	False	No	The date of the most recent activity performed by the team for the product within the cycle plan, showing the latest team engagement.
Team Product Last Activity Datetime	Datetime	False	No	The exact timestamp of the most recent activity by the team for the product in the cycle plan, providing precise tracking.
Team Product Activity Goal	Decimal	False	No	The target activity goal set for the team, used to measure how much activity the team needs to complete for the product in the cycle plan.
Team Product Activity Max	Decimal	False	No	The maximum allowable or expected activity for the team regarding the product in the cycle plan, setting a limit for team performance.
Team Product Activity Remaining	Decimal	False	No	The remaining activity required for the team to reach the target set for the product in the cycle plan.
Team Product Actual Activity	Decimal	False	No	The actual amount of activity performed by the team for the product in the cycle plan, representing the team's performance.
Team Product Attainment	Double	False	No	The percentage of the team's activity goal achieved within the cycle plan product, indicating the team's progress towards its objectives.
Team Product Interactions Actual	Double	False	No	The actual number of interactions achieved by the team for the product in the cycle plan, reflecting the team's ability to engage users.
Team Product Interactions Earned	Double	False	No	The number of interactions earned by the team for the product in the cycle plan, showing how well the team met interaction objectives.
Team Product Interactions Goal	Double	False	No	The target number of interactions set for the team for the product in the cycle plan, used to evaluate team performance.
Team Product Status	String	False	No	The status of the product managed by the team in the cycle plan, indicating whether the product is active, inactive, or experiencing issues.
Veeva External ID	String	False	No	A unique identifier used in the Veeva Vault system to reference this cycle plan product, enabling integration with Veeva-related platforms.
Channel	String	True	No	The specific communication or marketing channel used for the cycle plan product, such as email, digital advertising, or other outreach methods.
Cycle Plan	String	True	No	The overall cycle plan to which this product belongs, representing the entire strategy or campaign being implemented.
Detail Group	String	True	No	The group or category to which the cycle plan product belongs, used to organize and categorize different products within the marketing cycle.
Product	String	True	No	The specific product involved in the cycle plan, representing the product being marketed and tracked within the cycle.
Controlling MC Cycle Plan	String	False	No	The identifier for the controlling the MC cycle plan to which this product belongs, ensuring alignment with the broader MC strategy.
Cycle Plan Target	String	False	No	The target goal or audience for the cycle plan product, defining the objectives or the group intended to be impacted by the cycle plan activities.
Cycle Plan Channel	String	False	No	The specific marketing channel used for the cycle plan product, representing the method or medium through which the campaign is executed.
Legacy CRM Id	String	False	No	An identifier from the legacy CRM system that is used to reference this cycle plan product, ensuring compatibility and data consistency during migration or integration.
Controlling MC Cycle	String	False	No	The identifier for the controlling the MC cycle to which this product belongs, ensuring that the cycle aligns with the broader strategy.
Controlling MC Cycle Channel	String	False	No	The identifier for the controlling the MC cycle channel associated with this product, ensuring synchronization of marketing efforts across different channels.
Cycle Product	String	False	No	The specific product involved in the cycle, representing the item or service being marketed within the cycle plan.
Product Last Activity Date2	Date	False	No	The second recorded date for the last activity related to the product in the cycle plan, providing an additional tracking point for product engagement.
Team Product Last Activity Date2	Date	False	No	The second recorded date for the last activity performed by the team for the product in the cycle plan, offering an additional tracking reference for team performance.

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MCCyclePlans

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the cycle plan record, used as the primary key in the database to reference and retrieve the cycle plan.
MC Cycle Plan Type	String	True	No	The type of the marketing communication (MC) cycle plan, indicating the classification or category of the campaign or strategy.
Global ID	String	True	No	A globally unique identifier used to consistently identify this cycle plan product across different systems and platforms.
Link	String	False	No	A URL or hyperlink pointing to an external resource or document related to the cycle plan, such as a webpage or file repository.
Cycle Plan Name	String	False	No	The name or title of the cycle plan, used to uniquely identify and reference the specific marketing campaign or cycle in the system.
Status	String	False	No	The current status of the cycle plan, indicating whether it is active, completed, in progress, or in any other stage of its lifecycle.
Created By	String	True	No	The name or identifier of the person or system that created the cycle plan record, providing accountability for the record creation.
Created Date	Datetime	True	No	The timestamp indicating when the cycle plan was created, useful for tracking the age and lifecycle of the plan.
Last Modified By	String	True	No	The name or identifier of the individual or system that last modified the cycle plan record, ensuring traceability of changes.
Last Modified Date	Datetime	True	No	The timestamp of the most recent modification made to the cycle plan, reflecting the last update to the data.
Channel Interaction Attainment	Double	False	No	The percentage or measure of how much of the target channel interaction goal has been achieved in the cycle plan.
Channel Interaction Status	String	False	No	The current status of the channel interactions, such as completed, in progress, or pending, to track the interaction process.
Channel Interactions Earned	Double	False	No	The number of interactions earned or completed in the cycle plan across the specified channels, showing engagement.
Channel Interactions Goal	Double	False	No	The target number of interactions to be achieved across channels in the cycle plan, used to measure campaign success.
Days Remaining	Decimal	False	No	The number of days remaining in the cycle plan, indicating how much time is left to complete the planned activities.
Days Total	Decimal	False	No	The total number of days allocated for the cycle plan, representing the full duration from start to end.
Description	String	False	No	A detailed description of the cycle plan, including its objectives, strategies, and key components for reference.
External ID	String	False	No	An identifier from an external system used to track the cycle plan, facilitating integration with other platforms or databases.
Goal Edit Status	String	False	No	The status of any edits or adjustments made to the cycle plan's goals, such as whether they have been updated or finalized.
Last Calculated	Datetime	False	No	The timestamp when the cycle plan data or performance metrics were last calculated or reviewed, reflecting the latest update.
Lock	Bool	False	No	A flag indicating whether the cycle plan record is locked to prevent further changes or edits, ensuring data integrity.
Master Align Id	String	False	No	An identifier linking this cycle plan to a master alignment record, ensuring synchronization and consistency across related marketing strategies.
% Cycle Completed	Double	False	No	The percentage of the cycle plan that has been completed, calculated based on progress towards goals and activities.
Product Interaction Attainment	Double	False	No	The percentage of the product interaction goal achieved within the cycle plan, measuring how well the product engagement goals are met.
Product Interaction Status	String	False	No	The current status of the product interactions in the cycle plan, showing whether the interactions are on track, delayed, or completed.
Product Interactions Earned	Double	False	No	The total number of product interactions earned in the cycle plan, providing a measure of product engagement and activity.
Product Interactions Goal	Double	False	No	The target number of product interactions set for the cycle plan, used to assess the effectiveness of product engagement strategies.
MC Cycle Plan Status	String	False	No	The status of the entire marketing communication cycle plan, indicating its overall progress or completion.
Team Channel Attainment	Double	False	No	The percentage of the channel interaction goal achieved by the team in the cycle plan, reflecting team performance on channel activities.
Team Channel Interactions Earned	Double	False	No	The number of interactions earned by the team through their activities across the specified channels in the cycle plan.
Team Channel Interactions Goal	Double	False	No	The target number of interactions set for the team in the cycle plan, used to assess team performance in achieving channel interaction goals.
Team Channel Status	String	False	No	The current status of the team's work on channel interactions within the cycle plan, such as in progress or completed.
Team Product Attainment	Double	False	No	The percentage of the product interaction goal achieved by the team within the cycle plan, measuring team success in reaching product engagement targets.
Team Product Interactions Earned	Double	False	No	The number of product interactions earned by the team during the cycle plan, providing a measure of the team's engagement with the product.
Team Product Interactions Goal	Double	False	No	The target number of product interactions set for the team, used to track progress toward team product engagement objectives.
Team Product Status	String	False	No	The status of the product within the team's activities in the cycle plan, indicating if the product's goals are on track or facing challenges.
Territory	String	False	No	The geographical or market territory that the cycle plan targets, used to define the region or audience for the marketing activities.
Veeva External ID	String	False	No	An identifier from the Veeva Vault system, used to uniquely reference this cycle plan product in the Veeva ecosystem.
Cycle	String	False	No	The specific cycle or iteration of the marketing communication plan, representing one instance of the larger campaign strategy.
Owner	String	False	No	The identifier of the individual or team responsible for managing and overseeing the cycle plan, ensuring accountability.
End Date	Date	True	No	The date when the cycle plan is scheduled to end, indicating the planned conclusion of activities and objectives.
Start Date	Date	True	No	The date when the cycle plan is scheduled to start, marking the beginning of the campaign or strategy timeline.
Legacy CRM Id	String	False	No	An identifier from a legacy CRM system that was used to reference the cycle plan product, ensuring continuity during system transitions.

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MCCyclePlanSummaries

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the cycle plan summary record, serving as the primary key for referencing this specific record in the database.
MC Cycle Plan Summary Type	String	True	No	The type or category of the marketing communication (MC) cycle plan summary, indicating its classification within the marketing campaign structure.
Global ID	String	True	No	A globally unique identifier used to consistently reference this cycle plan summary across multiple systems, ensuring integration and consistency.
Link	String	False	No	A URL or hyperlink pointing to an external document, resource, or reference related to this cycle plan summary, facilitating easy access to more information.
Cycle Plan Summary	String	True	No	The name or title of the cycle plan summary, providing a clear identifier for this summary record within the marketing system.
Status	String	False	No	The current status of the cycle plan summary, indicating whether it is active, completed, in progress, or in any other stage of the lifecycle.
Created By	String	True	No	The individual or system that created this cycle plan summary record, providing accountability for the creation of the data.
Created Date	Datetime	True	No	The timestamp when the cycle plan summary was created, used for tracking the creation timeline and age of the record.
Last Modified By	String	True	No	The individual or system that last modified the cycle plan summary record, allowing traceability of changes and updates.
Last Modified Date	Datetime	True	No	The timestamp indicating the most recent modification made to this cycle plan summary, reflecting the last update to the data.
Attainment	Double	False	No	The percentage of the overall goal achieved in this cycle plan summary, indicating the level of success or progress towards meeting campaign objectives.
Interactions Earned	Double	False	No	The total number of interactions earned or completed across all channels in this cycle plan summary, showing the level of engagement achieved.
Interactions Goal	Double	False	No	The target number of interactions set for the cycle plan summary, used to measure campaign performance and success against expectations.
Last Calculated	Datetime	False	No	The timestamp of when the cycle plan summary's metrics and data were last calculated or reviewed, ensuring the most recent data is being used.
% of All Goals	Double	False	No	The percentage of the total goals achieved across all objectives within the cycle plan summary, providing an overall measure of success.
MC Cycle Plan Summary Status	String	False	No	The status of the cycle plan summary, indicating whether the overall plan summary is completed, in progress, or any other relevant status.
Team Attainment	Double	False	No	The percentage of the team's attainment of the specified goals within the cycle plan summary, providing a measure of team performance.
Team Interactions Earned	Double	False	No	The total number of interactions earned by the team in the cycle plan summary, reflecting the team's engagement and contribution to the overall campaign.
Team Interactions Goal	Double	False	No	The target number of interactions that the team is expected to achieve within the cycle plan summary, used to evaluate team performance.
Team Status	String	False	No	The current status of the team's work in the cycle plan summary, indicating whether they are on track, delayed, or completed.
Veeva External ID	String	False	No	A unique identifier from the Veeva Vault system, linking this cycle plan summary to its corresponding record in the Veeva platform.
Controlling MC Cycle	String	False	No	The identifier of the controlling marketing communication cycle, linking this cycle plan summary to its parent cycle plan, ensuring alignment with the broader strategy.
Channel	String	False	No	The specific marketing channel associated with this cycle plan summary, indicating where the interactions and goals are being tracked (for example, email or social media).
Cycle Plan	String	False	No	The name or identifier of the cycle plan to which this summary belongs, providing context for this summary within the broader marketing strategy.
Detail Group	String	False	No	The grouping or category of the details in this cycle plan summary, which may refer to different segments, regions, or types of activities being tracked.
Product	String	False	No	The product associated with this cycle plan summary, indicating the specific product being marketed and the performance metrics related to it.
Summary For	String	True	No	Indicates for whom or for what the cycle plan summary was created (for example, team, region, or product), helping define the scope and focus of the summary.
Legacy CRM Id	String	False	No	An identifier from a legacy CRM system, used to reference this cycle plan summary in earlier CRM systems before migration to the current platform.

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MCCyclePlanTargets

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the cycle plan target record, serving as the primary key for this specific entry within the system.
MC Cycle Plan Target Type	String	True	No	The classification or type of the marketing communication (MC) cycle plan target, which helps categorize the type of target (for example, channel, product, or region).
Global ID	String	True	No	A globally unique identifier for the cycle plan target, ensuring consistency and integration across multiple systems.
Link	String	False	No	A URL or hyperlink related to the cycle plan target, providing access to external resources or documentation tied to this target.
Cycle Plan Target	String	True	No	The name or title of the cycle plan target, providing an easily identifiable label for this target within the cycle plan structure.
Status	String	False	No	The current status of the cycle plan target, such as active, completed, or pending, reflecting its lifecycle within the campaign.
Created By	String	True	No	The individual or system that created this cycle plan target record, ensuring accountability and traceability.
Created Date	Datetime	True	No	The timestamp when the cycle plan target was created, used for tracking the creation timeline of the record.
Last Modified By	String	True	No	The individual or system that last modified this cycle plan target record, providing transparency regarding recent changes.
Last Modified Date	Datetime	True	No	The timestamp when the cycle plan target was last modified, ensuring the most recent changes are recorded.
Channel Attainment	Double	False	No	The percentage of the channel's goal that has been achieved, indicating the channel's progress in meeting its target.
Channel Interactions Actual	Double	False	No	The actual number of interactions completed within the cycle plan target, representing real engagement levels in the specified channel.
Channel Interactions Earned	Double	False	No	The number of interactions that have been earned based on activities or engagement in the campaign, reflecting success in reaching target milestones.
Channel Interactions Goal	Double	False	No	The target number of interactions set for the channel, used to measure performance and success against the expected engagement.
Channel Interactions Max	Double	False	No	The maximum number of interactions allowed or expected within the channel, indicating the upper limit of achievable interactions.
Channel Interactions Remaining	Double	False	No	The number of interactions still needed to reach the target goal within the channel, showing how many more interactions are required.
Channel Status	String	False	No	The current status of the channel's activities, such as active, completed, or in progress, showing the operational state of the marketing effort.
External ID	String	False	No	An external identifier linked to the cycle plan target, typically used for integration with external systems or referencing in other platforms.
Goals Edited	Bool	False	No	A boolean flag indicating whether the goals for the cycle plan target have been edited or updated after the initial creation.
Last Calculated	Datetime	False	No	The timestamp of the last time the cycle plan target's metrics and performance data were calculated or reviewed.
Master Align Id	String	False	No	An identifier linking the cycle plan target to its master align plan, ensuring it is aligned with the overarching marketing strategy.
Product Attainment	Double	False	No	The percentage of the product's goal achieved within the cycle plan target, indicating how well the product-specific objectives are being met.
Product Interactions Earned	Double	False	No	The number of interactions earned for the product, reflecting product-specific engagement and how it has contributed to the overall cycle plan target.
Product Interactions Goal	Double	False	No	The target number of interactions set for the product, used to evaluate its performance in meeting the engagement expectations.
Product Status	String	False	No	The current status of the product within the cycle plan target, such as active, completed, or on hold, reflecting its progress.
MC Cycle Plan Target Status	String	False	No	The status of the cycle plan target, showing whether it is active, completed, delayed, or in another stage of the cycle plan's lifecycle.
Team Channel Attainment	Double	False	No	The percentage of the team's channel goal that has been achieved, indicating the team's performance in reaching their targets.
Team Channel Interactions Actual	Double	False	No	The actual number of interactions completed by the team within the channel, reflecting their engagement efforts in the campaign.
Team Channel Interactions Earned	Double	False	No	The number of interactions earned by the team, showing their contribution to reaching the target in the marketing campaign.
Team Channel Interactions Goal	Double	False	No	The target number of interactions set for the team within the channel, used to measure their success in achieving the set goals.
Team Channel Interactions Max	Double	False	No	The maximum possible interactions allowed for the team within the channel, representing the highest achievable interactions.
Team Channel Interactions Remaining	Double	False	No	The number of interactions still required for the team to meet their goal within the channel, indicating the remaining effort needed.
Team Channel Status	String	False	No	The current status of the team's channel activities, such as active, completed, or paused, reflecting their current state in the campaign.
Team Product Attainment	Double	False	No	The percentage of the product goal achieved by the team, indicating how successfully the team is meeting their product-related targets.
Team Product Interactions Earned	Double	False	No	The number of interactions earned by the team for the product, reflecting their engagement and success in the product's campaign.
Team Product Interactions Goal	Double	False	No	The target number of interactions set for the product by the team, used to evaluate their success in achieving the product engagement goal.
Team Product Status	String	False	No	The current status of the team's product-related activities, such as active, completed, or pending, reflecting their progress in the campaign.
Veeva External ID	String	False	No	A unique identifier from the Veeva Vault system that associates this cycle plan target record with corresponding data in the Veeva platform.
Child Account	String	False	No	The identifier of the child account related to this cycle plan target, linking it to the account structure for further segmentation.
Cycle Plan	String	False	No	The name or identifier of the cycle plan associated with this target, providing context for the target within the broader campaign.
Location	String	False	No	The geographic location or market associated with the cycle plan target, helping contextualize the target's goals within specific regions.
Target	String	False	No	The specific target of the cycle plan, such as a sales goal or interaction target, providing a clear focus for the marketing efforts.
Furigana	String	True	No	The furigana (phonetic reading) associated with the cycle plan target, typically used in Japanese to help with pronunciation and understanding.
Parent Child Name	String	True	No	The name of the parent-child relationship for this cycle plan target, typically used in account structures or product hierarchies.
Legacy CRM Id	String	False	No	The identifier from the legacy CRM system, used to link the cycle plan target to previous records in older CRM systems before migration.

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MCCycleProducts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the cycle product record, serving as the primary key for this entry within the system.
MC Cycle Product Type	String	True	No	The classification or type of the marketing communication (MC) cycle product, helping categorize it (for example, sales, promotion, or distribution product).
Global ID	String	True	No	A globally unique identifier for the cycle product, ensuring its integration across multiple systems and consistency across data sources.
Link	String	False	No	A URL or hyperlink related to the cycle product, which may point to additional documentation, external resources, or product-related websites.
Cycle Product	String	True	No	The name or title of the cycle product, providing an easily identifiable label for the product within the context of the cycle plan.
Status	String	False	No	The current status of the cycle product, such as active, completed, or on hold, reflecting its progress and lifecycle within the campaign.
Created By	String	True	No	The individual or system that created the cycle product record, ensuring accountability and providing a traceable history.
Created Date	Datetime	True	No	The timestamp when the cycle product was created, used for tracking the creation timeline and lifecycle events.
Last Modified By	String	True	No	The individual or system that last modified the cycle product record, ensuring transparency in changes made to the product's data.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the cycle product record, providing an audit trail for updates.
Applicable Product Metrics	String	False	No	The metrics associated with the cycle product, indicating the key performance indicators (KPIs) relevant to measuring success for this product within the cycle.
External ID	String	False	No	An identifier that links the cycle product to an external system or database, ensuring compatibility with third-party applications or platforms.
Master Align Id	String	False	No	An identifier linking the cycle product to its master alignment plan, ensuring that it is aligned with the overarching marketing and business strategies.
Weight	Double	False	No	The weight of the product within the context of the cycle plan, typically used for resource allocation or prioritization in the cycle's execution.
Veeva External ID	String	False	No	A unique identifier from the Veeva Vault system that associates this cycle product record with corresponding data in the Veeva platform.
Channel	String	False	No	The marketing channel associated with the cycle product, such as digital, print, or in-store, indicating where the product's marketing efforts are targeted.
Detail Group	String	False	No	The group or category that the cycle product belongs to, providing further segmentation for reporting and analysis within the campaign.
Product	String	False	No	The specific product being tracked in the cycle plan, representing the product's identity or SKU that is included in the marketing cycle.
Channel Label	String	True	No	A label or tag for the marketing channel, used for categorizing or grouping cycle products by their associated marketing platforms.
Cycle	String	True	No	The name or identifier of the cycle plan associated with this product, providing context for its role in the broader campaign strategy.
Legacy CRM Id	String	False	No	The identifier from the legacy CRM system, used for linking the cycle product record to previous CRM entries before migration to the current system.
MC Cycle	String	True	No	The identifier for the marketing communication cycle that this product is part of, linking the product to its cycle phase in the broader MC campaign.

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MCCycles

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the MC cycle record, serving as the primary key within the system to uniquely identify the cycle.
MC Cycle Type	String	True	No	The classification or type of the marketing communication (MC) cycle, indicating the nature of the cycle, such as promotional, distribution, or sales-oriented cycle.
Global ID	String	True	No	A globally unique identifier for the MC cycle, ensuring consistency across different systems and enabling cross-platform synchronization.
Link	String	False	No	A URL or hyperlink related to the MC cycle, which may provide access to related documentation, reports, or external resources pertinent to the cycle.
Cycle Name	String	False	No	The name or title of the MC cycle, providing an easily identifiable label for the cycle within the marketing system.
Status	String	False	No	The current status of the MC cycle, such as 'Active', 'Completed', or 'Paused', reflecting its progress in the campaign lifecycle.
Created By	String	True	No	The individual or system that created the MC cycle record, ensuring accountability for the initial creation of the cycle data.
Created Date	Datetime	True	No	The timestamp when the MC cycle was created, used for tracking the cycle's initiation and for audit purposes.
Last Modified By	String	True	No	The individual or system that last modified the MC cycle record, ensuring transparency in any changes made to the cycle's data.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the MC cycle record, providing an audit trail and helping track updates over time.
Activate Edited Goals	Bool	False	No	Indicates whether the edited goals for the cycle should be activated, allowing for real-time changes to goals within the cycle.
Calculate Pull Through	Bool	False	No	Specifies whether to calculate the 'pull-through' for this cycle, which typically refers to the effectiveness of products moving from distribution to customer.
Description	String	False	No	A detailed description of the MC cycle, providing additional context and information about the cycle's objectives and strategies.
End Date	Date	False	No	The date when the MC cycle concludes, marking the end of the cycle's activities and the point at which performance is assessed.
External ID	String	False	No	An external identifier linking the MC cycle to another system or database, providing compatibility with third-party platforms.
Goal Editing Rules	String	False	No	The set of rules governing how goals can be edited within the cycle, providing structure and control over goal modifications.
Master Align Id	String	False	No	An identifier linking the MC cycle to a master alignment plan, ensuring that the cycle is in line with the broader organizational or marketing strategy.
Over Reached Threshold	Decimal	False	No	The threshold value that defines the point at which performance or results exceed expectations within the cycle, triggering a review or action.
Start Date	Date	False	No	The date when the MC cycle begins, indicating the launch of activities and marking the start of measurable performance.
MC Cycle Status	String	False	No	The status of the marketing communication cycle, such as 'Planned', 'In Progress', or 'Completed', indicating its current phase in the cycle management process.
Under Reached Threshold	Decimal	False	No	The threshold value that defines the point at which performance or results fall short of expectations within the cycle, prompting corrective actions.
Owner	String	False	No	The individual or team responsible for managing and overseeing the MC cycle, ensuring accountability for its execution and performance.
Legacy CRM Id	String	False	No	The identifier from a legacy CRM system that links the MC cycle record to corresponding entries in older CRM platforms before migration to the current system.
User Country	String	False	No	The country of the user associated with the MC cycle, used for regional tracking, compliance, and performance analysis based on geographical data.

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MedicalEvents

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the medical event record, serving as the primary key within the system to uniquely identify each event.
Medical Event Type	String	True	No	The classification or type of medical event, such as a conference, seminar, or workshop, that describes the nature of the event.
Global ID	String	True	No	A globally unique identifier assigned to the medical event, ensuring consistency across different systems and enabling synchronization with external platforms.
Link	String	False	No	A URL or hyperlink associated with the medical event, potentially providing access to related documents, registration pages, or external resources.
Event Name	String	False	No	The name or title of the medical event, providing an easily recognizable label for participants and organizers.
Status	String	False	No	The current status of the medical event, such as 'Scheduled', 'Completed', or 'Postponed', indicating the stage in the event's lifecycle.
Created By	String	True	No	The individual or system responsible for creating the medical event record, ensuring accountability for its entry into the system.
Created Date	Datetime	True	No	The timestamp when the medical event was created, used for tracking the event's creation and for audit purposes.
Last Modified By	String	True	No	The individual or system that last modified the medical event record, ensuring transparency in any changes made to the event's data.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the medical event record, providing an audit trail and helping track updates over time.
Account Attendee Fields	String	False	No	The fields associated with attendees from the account, used to track information about participants related to specific accounts in the system.
Active	Bool	False	No	Indicates whether the medical event is currently active, enabling or disabling associated activities based on its status.
Alternate Name	String	False	No	An alternative name for the medical event, which may be used for marketing, branding, or event-specific purposes.
CoBrowse Session	String	False	No	The identifier for the co-browsing session associated with the medical event, typically used in online collaboration or virtual meetings.
CoBrowse Session Status	String	False	No	The current status of the co-browse session, indicating whether the session is ongoing, completed, or inactive.
Presenter URL	String	False	No	The URL for the presenter of the co-browsing session, typically linking to a presentation or speaker profile.
Concur Report Name	String	False	No	The name of the report generated by the Concur system, typically used for expense reporting or travel tracking associated with the event.
Contact Attendee Fields	String	False	No	The fields associated with contact attendees, used to track information about attendees who are contacts for the organization.
Country Name	String	False	No	The name of the country where the medical event is held or the country associated with the medical event.
Description	String	False	No	A detailed description of the medical event, outlining its objectives, agenda, and key points for attendees and stakeholders.
Disclaimer	String	False	No	The legal disclaimer associated with the event, often outlining the terms, conditions, and any risks related to participation.
End Date	Date	False	No	The date when the medical event concludes, marking the official end of the event and often used for scheduling follow-up activities.
End Time (Local)	String	False	No	The local time at which the event ends, providing a clear indication of the event's conclusion in the relevant time zone.
End Time	Datetime	False	No	The exact date and time at which the event ends, recorded in the system to ensure accurate time tracking.
Event Display Name	String	False	No	The name of the event displayed in the system interface or user-facing applications, often more user-friendly than the internal event name.
Event Type	String	False	No	The type of event, such as 'Symposium', 'Conference', 'Webinar', or 'Workshop', which helps categorize the event for planning and reporting purposes.
Expense Amount	Decimal	False	No	The total expense amount associated with the event, typically used for financial reporting or reimbursement purposes.
Expense Amount Corp	Decimal	True	No	The corporate portion of the expense amount, indicating the part of the total expense borne by the organization.
Local Currency	String	False	No	The currency used for local transactions or financial reporting related to the medical event, ensuring consistency in financial data.
Expense Post Status	String	False	No	The status of the expense posting, indicating whether the expense has been submitted, approved, or is pending processing.
Expense System External ID	String	False	No	The external identifier linking the medical event to the corresponding entry in the expense management system, facilitating integration and data synchronization.
Failed Expense	Bool	False	No	Indicates whether an expense submission related to the event has failed, typically due to issues in processing or validation.
Location	String	False	No	The venue or physical location where the medical event is held, providing key logistical information for attendees.
Mobile ID	String	False	No	The identifier associated with the mobile platform used for the medical event, linking to a specific app or mobile service.
Non-Prescriber Walk-In Fields	String	False	No	The fields used to track walk-in attendees who are not prescribers, helping organize event participation.
Other Walk-In Fields	String	False	No	Additional fields for tracking walk-in attendees not covered by other categories, providing more flexibility in participant data collection.
Override Lock	Bool	False	No	Indicates whether the event's data lock can be overridden, allowing for manual adjustments or corrections after data has been finalized.
Prescriber Walk-In Fields	String	False	No	The fields used to track walk-in attendees who are prescribers, helping organize event participation and compliance.
Sponsor	String	False	No	The sponsor of the medical event, which may include pharmaceutical companies, medical organizations, or educational institutions.
Start Date	Date	False	No	The date when the medical event begins, indicating the start of activities and marking the beginning of the event's schedule.
Start Time (Local)	String	False	No	The local time at which the event starts, providing a clear indication of the event's opening time in the relevant time zone.
Start Time	Datetime	False	No	The exact date and time at which the event begins, recorded in the system for scheduling and time tracking.
Submit Expense	Bool	False	No	Indicates whether the associated expenses for the event should be submitted for processing or reimbursement.
User Attendee Fields	String	False	No	The fields used to track information about attendees who are users in the system, capturing essential details about participants.
Walk-In Fields	String	False	No	The general fields used to capture information about walk-in attendees, including both prescribers and non-prescribers.
Web Source	String	False	No	The web source from which the medical event was created or promoted, used for tracking the origins of event participation.
Website	String	False	No	The website associated with the medical event, providing attendees with access to more detailed information, registration, and event updates.
Account	String	False	No	The account associated with the medical event, typically used for Customer Relationship Management (CRM) and event tracking within specific accounts.
CoBrowse Activity	String	False	No	The activity associated with the co-browsing session during the event, tracking interactive sessions and collaboration.
Presentation	String	False	No	The presentation used during the event, which may include slides, documents, or videos shared during the session.
Event	String	False	No	A generic field to link the specific event to the medical event records, ensuring consistency across related data.
Owner	String	False	No	The owner or person responsible for the medical event, ensuring accountability for its planning and execution.
Event Format	String	True	No	The format of the medical event, such as 'In-Person', 'Virtual', or 'Hybrid', to help categorize the type of event.
Is Parent	Bool	True	No	Indicates whether this medical event is a parent event for a series of related events, helping structure multiple sessions or sub-events.
Product	String	True	No	The product associated with the medical event, typically used to track events related to specific drugs, devices, or therapies.
Program Type	String	True	No	The type of program or campaign the medical event falls under, such as a promotional campaign, educational program, or compliance initiative.
Medical Event Status	String	True	No	The current status of the medical event, such as 'Scheduled', 'Completed', or 'Postponed', indicating its stage in the event lifecycle.
Time Zone	String	True	No	The time zone in which the medical event is held, ensuring accurate scheduling for attendees across multiple regions.
Topic Name	String	True	No	The name of the main topic or subject discussed during the event, helping categorize the event content.
Topic	String	True	No	A more general label or classification for the topic of the medical event, used for filtering or reporting purposes.
Webinar Enabled	String	True	No	Indicates whether the event is enabled as a webinar, providing virtual participation options.
Legacy CRM Id	String	False	No	The identifier from the legacy CRM system used to link the medical event to corresponding records in older platforms.
City	String	False	No	The city where the medical event is held, providing a geographical location for the event.
Event Identifier	String	False	No	A unique identifier for the medical event, ensuring it can be uniquely referenced across different systems and platforms.
Location Address Line 2	String	False	No	The second line of the location address for the medical event, used for detailed address information.
Location Address	String	False	No	The primary address for the location of the medical event, providing the venue or site details.
Postal Code	String	False	No	The postal code for the event location, ensuring accurate mapping and address identification.
State / Province	String	False	No	The state or province in which the medical event is held, used for location tracking and addressing purposes.
Address	String	False	No	A general field for the location address, typically used when a more general address is needed without specifying lines.
Primary Product	String	False	No	The main product associated with the medical event, often the focus of the event or the subject of the promotional or educational material.
Secondary Product	String	False	No	A secondary product featured or mentioned during the medical event, providing additional context to the primary product.
Country	String	False	No	The country in which the medical event takes place, helping categorize the event geographically and track global participation.

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MedicalInquiries

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the medical inquiry record, used to distinguish each inquiry within the system.
Medical Inquiry Type	String	True	No	The type or category of the medical inquiry, such as 'Drug Information', 'Side Effects', or 'Product Usage'.
Global ID	String	True	No	A globally unique identifier for the medical inquiry, ensuring consistency across various systems and processes.
Link	String	False	No	A URL or hyperlink associated with the medical inquiry, potentially linking to additional resources or related documents.
Medical Inquiry Id	String	True	No	The identifier assigned to the medical inquiry, used for tracking and referencing specific inquiries.
Status	String	True	No	The current status of the medical inquiry, such as 'Open', 'Closed', 'In Progress', indicating the stage of the inquiry.
Created By	String	True	No	The individual or system that created the medical inquiry, ensuring accountability for its entry into the system.
Created Date	Datetime	True	No	The timestamp when the medical inquiry was created, used for tracking the inquiry's lifecycle.
Last Modified By	String	True	No	The individual or system that last modified the medical inquiry record, ensuring transparency in changes made.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the medical inquiry record, providing an audit trail.
Address Line 1	String	False	No	The first line of the address associated with the medical inquiry, used for contact or shipping purposes.
Address Line 2	String	False	No	The second line of the address, providing additional address information if needed.
City	String	False	No	The city in which the medical inquiry is located, used for geographic tracking and addressing purposes.
Delivery Method	String	False	No	The method by which the medical inquiry will be delivered, such as 'Email', 'Postal', or 'Courier'.
Disclaimer	String	False	No	A legal disclaimer related to the medical inquiry, outlining any conditions, limitations, or risks associated with the inquiry.
E-mail	String	False	No	The email address associated with the medical inquiry, used for electronic communication with the relevant parties.
Entity Reference Id	String	False	No	An external reference ID used to link the medical inquiry to related entities, such as accounts or customers.
Fax Number	String	False	No	The fax number associated with the medical inquiry, providing an alternative communication channel.
Fulfillment Created	Bool	False	No	Indicates whether the fulfillment process for the inquiry has been initiated, marking the start of the resolution process.
Fulfillment Status	String	False	No	The current status of the fulfillment process, such as 'Pending', 'Completed', or 'Failed'.
Group Count	Decimal	False	No	The number of groups or categories associated with the medical inquiry, used for reporting or organizational purposes.
Group Identifier	String	False	No	An identifier for the group associated with the medical inquiry, enabling classification or categorization of the inquiry.
Inquiry Text	String	False	No	The detailed text or description provided in the medical inquiry, outlining the question or issue raised by the inquirer.
Lock	Bool	False	No	Indicates whether the medical inquiry record is locked for editing, preventing further changes once it's finalized.
Address Line 12	String	False	No	The first address line used for MedComms inquiries, often indicating the primary address for communication.
Address Line 22	String	False	No	The second address line used for MedComms inquiries, providing additional address information as needed.
City2	String	False	No	The city associated with the MedComms inquiry, used for geographic and delivery tracking.
Email	String	False	No	The email address used for MedComms communication, ensuring direct contact with the inquiry originator.
Fax	String	False	No	The fax number for MedComms inquiries, providing an alternative communication option.
Phone	String	False	No	The phone number associated with the MedComms inquiry, used for real-time communication or follow-up.
Postcode/Zip	String	False	No	The postal code or ZIP code for the MedComms inquiry address, used for geographic classification and delivery purposes.
First Name	String	False	No	The first name of the recipient for MedComms, used for personalized communication.
Last Name	String	False	No	The last name of the recipient for MedComms, ensuring accurate address and identification of the recipient.
MedComms Record ID	String	False	No	A unique identifier for the MedComms inquiry record, distinguishing it from other inquiries within the system.
State	String	False	No	The state or province associated with the MedComms inquiry, helping in addressing and classification.
Mobile Created Datetime	Datetime	False	No	The timestamp when the mobile inquiry was created, enabling tracking of inquiries originating from mobile devices.
Mobile ID	String	False	No	A unique identifier for the mobile inquiry, used for tracking and referencing mobile-based inquiries.
Override Lock	Bool	False	No	Indicates whether the lock on the medical inquiry record can be overridden, allowing for manual adjustments.
Phone Number	String	False	No	The phone number for direct communication regarding the medical inquiry, used for follow-up and resolution.
Previously Submitted?	Bool	False	No	Indicates whether the medical inquiry has been previously submitted, helping to avoid duplicate inquiries.
Product	String	False	No	The product associated with the medical inquiry, such as a drug or medical device, providing context for the inquiry.
Receipt Email Address	String	False	No	The email address to which receipts or acknowledgments for the inquiry will be sent.
Remote Signature Attendee Name	String	False	No	The name of the attendee providing a remote signature for the medical inquiry, often required for compliance.
Request Receipt	Bool	False	No	Indicates whether a receipt is requested for the medical inquiry, confirming acknowledgment of the inquiry submission.
Response Document Link	String	False	No	A link to the document providing the response to the medical inquiry, allowing easy access to the resolution.
Response Notes	String	False	No	Notes or comments related to the response of the medical inquiry, providing additional context or information about the resolution.
Rush Delivery	Bool	False	No	Indicates whether the medical inquiry requires rush delivery for quicker processing and fulfillment.
Signature Captured Remotely	Bool	False	No	Indicates whether the signature for the medical inquiry was captured remotely, often for compliance or legal reasons.
Signature Captured QR Code	Bool	False	No	Indicates whether the signature for the medical inquiry was captured using a QR code, providing an alternative method for signature collection.
Signature Captured Share Link	Bool	False	No	Indicates whether the signature was captured via a shareable link, allowing for remote or distributed signing.
Signature Date	Datetime	False	No	The date and time when the signature for the medical inquiry was captured, marking the completion of the agreement process.
Signature	String	False	No	The actual signature associated with the medical inquiry, confirming the approval or acknowledgment of the inquiry.
State2	String	False	No	The state or province of the medical inquiry, providing an additional geographic classification.
Medical Inquiry Status	String	False	No	The current status of the medical inquiry, such as 'Open', 'Closed', or 'Pending', helping track the inquiry's lifecycle.
Submitted By Mobile	Bool	False	No	Indicates whether the medical inquiry was submitted via a mobile device, often for reporting and tracking purposes.
Zip	String	False	No	The postal code or ZIP code for the medical inquiry address, ensuring accurate delivery and tracking.
Account	String	False	No	The account associated with the medical inquiry, used for linking the inquiry to a specific customer or organization.
Assign To User	String	False	No	The user assigned to manage or respond to the medical inquiry, ensuring accountability for its resolution.
Call	String	False	No	The phone number associated with the medical inquiry's call center, used for customer service and support.
Owner	String	False	No	The owner or person responsible for the medical inquiry record, ensuring accountability for its management.
Country	String	False	No	The country associated with the medical inquiry, used for tracking inquiries across different regions.
Lifecycle	String	True	No	The lifecycle stage of the medical inquiry, such as 'Open', 'Closed', or 'Resolved', helping categorize the inquiry.
Lifecycle State	String	True	No	The specific state within the inquiry's lifecycle, detailing where the inquiry stands in its resolution process.
Lifecycle State Stage ID	String	True	No	An identifier for the specific stage in the lifecycle of the medical inquiry, providing more detailed tracking.
Lifecycle Stage	String	True	No	The broader stage within the medical inquiry's lifecycle, such as 'Initial Review', 'Follow-Up', or 'Resolved'.
Legacy CRM Id	String	False	No	The identifier from the legacy CRM system used to link the medical inquiry to previous records or platforms.
Child Account Id	String	False	No	The identifier for a child account associated with the medical inquiry, typically used for organizations with multiple accounts.
Location Id	String	False	No	An identifier for the location where the medical inquiry originated, used for geographic and logistical tracking.
Child Account	String	False	No	The name or identifier of the child account linked to the medical inquiry, often used in hierarchical account structures.
Location	String	False	No	The location associated with the medical inquiry, used for geographical identification and event tracking.
Account Country	String	False	No	The country of the account associated with the medical inquiry, providing additional geographic context.
MedComms Country	String	False	No	The country related to the MedComms aspect of the inquiry, which may differ from the account's country.
Documented Interest	String	False	No	The specific interest documented in the medical inquiry, often used to track the focus or topic of the inquiry.

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MedicalInquiryFulfillmentResponses

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the medical inquiry fulfillment response record, used to distinguish each record.
Medical Inquiry Fulfillment Respons Type	String	True	No	The type or category of the fulfillment response, such as 'Drug Information Fulfillment', 'Side Effects Fulfillment'.
Global ID	String	True	No	A globally unique identifier for the fulfillment response, ensuring consistency and traceability across systems.
Link	String	False	No	A URL or hyperlink that may be associated with the fulfillment response, linking to further documentation or resources.
Ml Fulfillment Response Id	String	True	No	The identifier assigned to the fulfillment response, used to track and reference the specific response to the medical inquiry.
Status	String	False	No	The current status of the fulfillment response, such as 'Pending', 'Completed', 'In Progress', representing the stage of the process.
Created By	String	True	No	The individual or system that created the fulfillment response record, ensuring accountability for its entry.
Created Date	Datetime	True	No	The timestamp when the fulfillment response was created, used to track the start of the fulfillment process.
Last Modified By	String	True	No	The individual or system that last modified the fulfillment response record, ensuring transparency in changes made.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the fulfillment response record, providing an audit trail.
Address Line 1	String	False	No	The first line of the address associated with the fulfillment response, typically used for contact or shipment purposes.
Address Line 2	String	False	No	The second line of the address, providing additional address information if needed for completeness.
Assign To Comments	String	False	No	Comments or notes related to the assignment of the fulfillment response, providing additional context for the assignee.
City	String	False	No	The city associated with the fulfillment response address, used for geographic and shipping information.
Completed Datetime	Datetime	False	No	The timestamp when the fulfillment response was completed, marking the end of the fulfillment process.
E-Mail	String	False	No	The email address associated with the fulfillment response, used for electronic communication regarding the inquiry.
Fax Number	String	False	No	The fax number associated with the fulfillment response, providing an alternative communication channel.
Fulfillment Materials	String	False	No	Details about the materials used or sent as part of fulfilling the medical inquiry, such as documents or physical items.
Fulfillment Response	String	False	No	The actual content of the response provided to fulfill the medical inquiry, detailing the information or actions taken.
Method	String	False	No	The method used for fulfillment, such as 'Email', 'Postal', or 'Courier', representing how the response is delivered.
Mobile Created Datetime	Datetime	False	No	The timestamp when the fulfillment response was created via mobile, allowing for tracking of mobile-originated responses.
Mobile Id	String	False	No	A unique identifier for the mobile device associated with the fulfillment response, used for tracking mobile-related activities.
Phone Number	String	False	No	The phone number associated with the fulfillment response, used for direct communication and follow-up.
Reassign?	Bool	False	No	Indicates whether the fulfillment response is eligible for reassignment, allowing for changes in responsibility if necessary.
State	String	False	No	The state or province associated with the fulfillment response address, aiding in geographic classification and shipping.
Medical Inquiry Fulfillment Response Sta	String	False	No	The status of the medical inquiry fulfillment response, indicating whether the fulfillment is 'Pending', 'Completed', or in any other state.
Zip	String	False	No	The ZIP or postal code for the fulfillment response address, helping with location-specific deliveries or classifications.
Assign To User	String	False	No	The user assigned to manage the fulfillment response, ensuring accountability for handling and processing the response.
Completed By	String	False	No	The individual who completed the fulfillment response, providing accountability for finalizing the inquiry fulfillment.
Interaction	String	False	No	Details of the interaction associated with the fulfillment response, used for documenting communication or actions taken.
Medical Inquiry Fulfillment	String	False	No	The fulfillment record related to the medical inquiry, linking this response to the larger context of the inquiry process.
Owner	String	False	No	The owner or person responsible for managing the fulfillment response, ensuring that the record is properly handled and tracked.
Country	String	False	No	The country associated with the fulfillment response address, helping categorize and route responses based on geographic location.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system, helping link this fulfillment response to earlier records in older platforms.

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MedicalInsights

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the medical insight record, used to track and reference each insight within the system.
Medical Insight Type	String	True	No	The type or category of the medical insight, such as 'Clinical Study', 'Pharmaceutical Data', or 'Research Finding', to classify the type of information.
Global ID	String	True	No	A globally unique identifier for the medical insight, ensuring consistency across systems and easy cross-referencing.
Link	String	False	No	A URL or hyperlink associated with the medical insight, which can link to an external resource or document relevant to the insight.
Medical Insight Name	String	True	No	The name or title of the medical insight, providing a quick reference to the content or topic of the insight.
Status	String	False	No	The current status of the medical insight, such as 'Active', 'Inactive', 'Draft', representing its state within the workflow.
Created By	String	True	No	The individual or system that created the medical insight record, providing accountability for its entry into the system.
Created Date	Datetime	True	No	The timestamp when the medical insight record was created, helping track when the insight was first recorded.
Last Modified By	String	True	No	The individual or system that last modified the medical insight record, ensuring transparency in updates made.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the medical insight record, providing an audit trail of changes.
Date	Date	False	No	The date associated with the medical insight, such as the date the insight was discovered or reported.
Description	String	False	No	A detailed description of the medical insight, providing context, background, and specifics about the information shared.
Entity Reference Id	String	False	No	A reference ID that links the medical insight to an associated entity, such as a clinical trial or research study.
Mobile Id	String	False	No	A unique identifier for the mobile device used to access or submit the medical insight, enabling tracking of mobile-related actions.
Other Source	String	False	No	The source or origin of the medical insight, such as a publication, research paper, or external database.
Override Lock	Bool	False	No	Indicates whether the record lock can be overridden, allowing modifications even if the record is typically locked for editing.
Medical Insight Status	String	False	No	The status of the medical insight, such as 'Pending Review', 'Approved', 'Rejected', tracking its progress through the review process.
Summary	String	False	No	A brief summary or overview of the medical insight, providing a high-level understanding of its content or relevance.
Unlock	Bool	False	No	Indicates whether the record is unlocked for editing, allowing further modifications or updates to be made to the medical insight.
Account Plan	String	False	No	The associated account plan that the medical insight is part of, used for strategic planning and tracking.
Account	String	False	No	The account to which the medical insight is related, such as a specific healthcare provider or organization.
Clinical Trial	String	False	No	The clinical trial related to the medical insight, linking the insight to the specific research study.
Interaction	String	False	No	The interaction or event related to the medical insight, such as a meeting or consultation where the insight was discussed.
Medical Event	String	False	No	The medical event associated with the insight, such as an adverse reaction, new treatment finding, or patient outcome.
Publication	String	False	No	The publication associated with the medical insight, such as a journal article, conference presentation, or other scholarly work.
Owner	String	False	No	The owner or person responsible for the medical insight record, ensuring accountability for the management of the insight.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system to link the medical insight record to earlier records in older platforms.
Account Country	String	False	No	The country associated with the account, helping categorize and route insights based on geographic location.
User Country	String	False	No	The country associated with the user who created or modified the insight, helping track insights based on user location.

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MeetingRequests

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the meeting request record, used to track and reference each request within the system.
Meeting Request Type	String	True	No	The type of the meeting request, such as 'Initial Consultation', 'Follow-Up', 'Strategy Session', classifying the nature of the meeting.
Global ID	String	True	No	A globally unique identifier for the meeting request, ensuring consistency across systems and easy cross-referencing.
Link	String	False	No	A URL or hyperlink associated with the meeting request, which can link to an external resource or document relevant to the meeting.
Meeting Request Name	String	True	No	The name or title of the meeting request, providing a quick reference to the meeting's purpose or topic.
Status	String	False	No	The current status of the meeting request, such as 'Pending', 'Confirmed', 'Declined', representing the request's state in the workflow.
Created By	String	True	No	The individual or system that created the meeting request record, providing accountability for its entry into the system.
Created Date	Datetime	True	No	The timestamp when the meeting request record was created, helping track when the request was first recorded.
Last Modified By	String	True	No	The individual or system that last modified the meeting request record, ensuring transparency in updates made.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the meeting request record, providing an audit trail of changes.
Decline Reason	String	False	No	The reason provided for declining the meeting request, if applicable, to understand why the meeting was not accepted.
Duration	Decimal	False	No	The duration of the meeting request, specified in minutes or hours, indicating how long the meeting is scheduled to last.
External ID	String	False	No	An external identifier for the meeting request, used for linking to external systems or platforms.
Invitee	String	False	No	The name of the invitee for the meeting request, typically the person being invited to attend the meeting.
Is Hidden?	Bool	False	No	Indicates whether the meeting request is hidden from certain views or users, often used for privacy or internal tracking.
Meeting Type	String	False	No	The type of meeting, such as 'Virtual', 'In-Person', or 'Conference Call', indicating the format of the meeting.
Phone	String	False	No	The phone number associated with the meeting request, typically the number for contacting the invitee or assignee for phone meetings.
Start Datetime	Datetime	False	No	The start date and time for the meeting request, indicating when the meeting is scheduled to begin.
Status Last Modified DateTime	Datetime	False	No	The timestamp of the last modification made to the status of the meeting request, helping track when the status changed.
Engage Notification ID	String	False	No	An identifier for the engagement notification related to the meeting request, used for tracking notifications sent.
Invitee Email	String	False	No	The email address of the invitee, used for sending the meeting request or other notifications.
Invitee Time Zone	String	False	No	The time zone of the invitee, used to schedule the meeting according to their local time.
Invitee Locale	String	False	No	The locale of the invitee, used to determine language and regional settings for meeting communications.
Meeting Request Status	String	False	No	The overall status of the meeting request, such as 'Scheduled', 'Cancelled', 'Completed', representing the meeting's progress.
Account	String	False	No	The account associated with the meeting request, which helps categorize the meeting according to the account it pertains to.
Call	String	False	No	A reference to the associated call record, if the meeting is part of a call session, providing additional context to the meeting.
Assignee	String	False	No	The individual assigned to manage or coordinate the meeting request, ensuring that responsibilities are clear.
Scheduling Email	String	False	No	The email address used for sending scheduling-related communications about the meeting, such as invites or reminders.
Owner	String	False	No	The owner or person responsible for the meeting request record, ensuring accountability for the management of the meeting.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system to link the meeting request record to earlier records in older platforms.
HCP Engage Profile ID	String	False	No	The ID of the healthcare professional's (HCP) profile associated with the meeting request, linking the request to the specific profile.

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MessageActivities

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the message activity record, used for tracking and referencing each activity within the system.
Message Activity Type	String	True	No	The type of message activity, such as 'Email', 'SMS', or 'Push Notification', categorizing the method of communication used.
Global ID	String	True	No	A globally unique identifier for the message activity, ensuring consistency across systems and enabling easy cross-referencing.
Link	String	False	No	A URL or hyperlink associated with the message activity, which can link to an external resource or document related to the activity.
Message Activity Name	String	True	No	The name or title of the message activity, providing a brief description or label for the specific activity.
Status	String	False	No	The current status of the message activity, such as 'Sent', 'Failed', or 'Pending', indicating the state of the activity.
Created By	String	True	No	The individual or system that created the message activity record, providing accountability for its entry into the system.
Created Date	Datetime	True	No	The timestamp when the message activity record was created, helping track when the activity was first logged.
Last Modified By	String	True	No	The individual or system that last modified the message activity record, ensuring transparency in updates made.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the message activity record, providing an audit trail of changes.
Activity	String	False	No	A brief description or type of activity being logged, such as 'Message Sent', 'Link Clicked', or 'Document Viewed'.
Activity Date	Datetime	False	No	The date and time when the activity occurred, helping to track the timing of the message activity.
Client Name	String	False	No	The name of the client (user) associated with the activity, often the recipient of the message or the subject of the action.
Client OS	String	False	No	The operating system used by the client device during the activity, such as 'Windows', 'iOS', or 'Android'.
Client Type	String	False	No	The type of client accessing the system, such as 'Web', 'Mobile', or 'Desktop', indicating the platform or medium used.
Client Device	String	False	No	The specific device used by the client during the activity, such as 'iPhone 12', 'Samsung Galaxy', or 'MacBook Pro'.
IP Address	String	False	No	The IP address from which the client accessed the system during the activity, providing information about the client's location or network.
User Agent	String	False	No	The user agent string sent by the client's device, which includes information about the browser, operating system, and device type.
Document Name	String	False	No	The name of the document associated with the message activity, typically the title or identifier of the document.
Document Title	String	False	No	The formal title of the document related to the activity, providing additional context about its content.
Document Id	String	False	No	A unique identifier for the document referenced in the activity, used to track and manage the document within the system.
Document Number	String	False	No	A unique number assigned to the document, often used for tracking or indexing the document in the system.
Vault Domain	String	False	No	The domain or environment in which the document resides, such as 'Production' or 'Staging', indicating the system's location.
Document Major Version	Decimal	False	No	The major version of the document, representing significant updates or revisions to the document's content.
Document Minor Version	Decimal	False	No	The minor version of the document, representing smaller updates or changes to the document without altering its core content.
Sent Message	String	False	No	The actual message that was sent as part of the activity, such as the body of an email or text message.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system to link this message activity record to earlier records in older platforms.
Device Type	String	False	No	The type of device used by the client, such as 'Mobile', 'Tablet', or 'Desktop', helping to categorize the client's device.
Duration	Decimal	False	No	The duration of the message activity, typically measured in seconds or minutes, indicating how long the activity lasted.
Media Type	String	False	No	The type of media associated with the activity, such as 'Image', 'Video', or 'Text', specifying the format of the message content.
Page Number	Decimal	False	No	The page number in a document or presentation that was viewed or interacted with, providing context for specific content within the document.
Session Id	String	False	No	A unique identifier for the session during which the message activity took place, useful for tracking user sessions.
Slide Number	Decimal	False	No	The slide number within a presentation that was viewed or interacted with during the message activity, helping to track presentation progress.
Slide Version	String	False	No	The version of the slide within a presentation, providing context for different iterations or revisions of the slide.
Video Last Viewed Time	Decimal	False	No	The timestamp (in seconds) when the video was last viewed, providing insight into user engagement with the video content.
Length of Video	Decimal	False	No	The total length of the video, measured in seconds or minutes, indicating the full duration of the content.
Video Start Time	Decimal	False	No	The timestamp (in seconds) when the video started, indicating the point in the video when the user began watching.
Total Time Spent Watching Video	Decimal	False	No	The total amount of time, in seconds or minutes, that the user spent watching the video, helping to assess engagement.
View Order	Decimal	False	No	The order in which the view was made during a sequence of interactions or presentations, useful for organizing multiple views.
CLM Presentation	String	False	No	The content or title of the Closed Loop Marketing (CLM) presentation associated with the activity, helping to categorize the type of presentation.
Detail Group	String	False	No	The group or category under which the message activity is classified, such as 'Product Demo', 'Sales Presentation', or 'Training'.
Key Message	String	False	No	The main message or takeaway from the activity, often used in presentations or marketing communications to highlight key points.
Product	String	False	No	The product associated with the activity, such as a specific drug, medical device, or service being discussed or marketed.
Downloaded Rendition	String	False	No	The specific rendition or version of the document or media file that was downloaded during the activity.
Reference Document	String	False	No	A document that serves as a reference during the activity, often related to the message or presentation content.

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MessageTemplateContent

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the message template content record, used for tracking and referencing each record within the system.
Message Template Content Type	String	True	No	The type of content associated with the message template, such as 'Text', 'HTML', or 'Media', categorizing the format of the content.
Global ID	String	True	No	A globally unique identifier for the message template content, ensuring consistency across systems and enabling easy cross-referencing.
Link	String	False	No	A URL or hyperlink associated with the message template content, providing access to external resources or documents related to the template.
Name	String	True	No	The name or title of the message template content, providing a brief description or label for the specific template.
Status	String	False	No	The current status of the message template content, such as 'Active', 'Draft', or 'Archived', indicating the template's lifecycle stage.
Created By	String	True	No	The individual or system that created the message template content record, providing accountability for its creation.
Created Date	Datetime	True	No	The timestamp when the message template content record was created, helping to track when the template was first logged.
Last Modified By	String	True	No	The individual or system that last modified the message template content record, ensuring transparency in updates made.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the message template content record, providing an audit trail of changes.
Template	String	False	No	The actual content or layout of the message template, providing the structure for messages generated using this template.
Owner	String	False	No	The individual or team responsible for managing and maintaining the message template content.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system to link this message template content record to earlier records in older platforms.
CLM Presentation	String	False	No	The content or title of the Closed Loop Marketing (CLM) presentation associated with the message template, indicating the context in which the template is used.
Message Template	String	False	No	The identifier or name of the specific message template associated with the content, which is used for generating communication messages.

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MessageTemplates

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the message template record, used to track and reference the specific template within the system.
Message Template Type	String	True	No	The type of message template, such as 'Email', 'SMS', or 'Letter', specifying the format or medium of the message.
Global ID	String	True	No	A globally unique identifier for the message template, ensuring consistent identification across systems and platforms.
Link	String	False	No	A URL or hyperlink associated with the message template, directing users to related resources, documents, or external systems.
Message Template Name	String	False	No	The name or title of the message template, used to distinguish it from other templates and provide an identifiable label.
Status	String	False	No	The current status of the message template, such as 'Active', 'Draft', or 'Inactive', indicating its lifecycle stage.
Created By	String	True	No	The individual or system that created the message template record, ensuring traceability and accountability.
Created Date	Datetime	True	No	The timestamp when the message template record was initially created, helping to track the creation date for reference or auditing.
Last Modified By	String	True	No	The individual or system that made the last modification to the message template, ensuring accountability for updates.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the message template record, providing an audit trail of changes.
Message Template Id	String	False	No	A unique identifier for the specific message template, used for referencing and managing individual templates.
Message Template Text	String	False	No	The actual content of the message template, including the text or body used for generating the messages.
Message Template Status	String	False	No	The operational status of the message template, such as 'Published' or 'Under Review', indicating whether the template is ready for use.
Vault DNS	String	False	No	The DNS or domain name associated with the document repository where the message template is stored in the Vault system.
Vault External Id	String	False	No	An external identifier linking the message template to an external system or platform, facilitating integration with other tools or databases.
Vault GUID	String	False	No	A globally unique identifier for the message template in the Vault system, ensuring unique and consistent tracking of the template.
Vault Last Modified Date	Datetime	False	No	The timestamp of the last modification made to the message template in the Vault system, helping to track updates and changes.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system to link this message template to earlier records, ensuring continuity across platforms.
Language	String	False	No	The language in which the message template is written, helping to localize or customize the template for different regions or audiences.
Owner	String	False	No	The individual or team responsible for managing and maintaining the message template, ensuring its accuracy and relevance over time.

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MetadataDefinitions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the metadata definition record, used to reference and track the definition in the system.
Metadata Definition Type	String	True	No	The type of the metadata definition, indicating its role or purpose within the system, such as 'Field', 'Layout', or 'Object'.
Global ID	String	True	No	A globally unique identifier for the metadata definition, ensuring consistent identification across systems or platforms.
Link	String	False	No	A URL or hyperlink associated with the metadata definition, providing a connection to external resources or related systems.
Name	String	True	No	The name or title of the metadata definition, used for easy identification and categorization within the system.
Status	String	False	No	The current operational status of the metadata definition, such as 'Active', 'Inactive', or 'Draft', to indicate its lifecycle state.
Created By	String	True	No	The individual or system that created the metadata definition, ensuring traceability and accountability for its creation.
Created Date	Datetime	True	No	The date and time when the metadata definition was created, helping to track its origin and historical context.
Last Modified By	String	True	No	The individual or system that last modified the metadata definition, ensuring accountability for any updates made.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the metadata definition, providing an audit trail of changes.
Layout ID	String	False	No	A unique identifier for the layout associated with the metadata definition, used to reference the visual arrangement or configuration.
Layout Name	String	False	No	The name of the layout, providing a human-readable label for the specific configuration or arrangement of elements.
Object Name	String	False	No	The name of the object related to the metadata definition, such as 'Account', 'Contact', or 'Opportunity', indicating its primary context.
Record Type	String	False	No	The record type associated with the metadata definition, specifying whether it applies to a specific record, object, or other entity in the system.
XML	String	False	No	The XML representation of the metadata definition, containing the structure, elements, and attributes that define the layout and content.
Owner	String	False	No	The individual or team responsible for maintaining and managing the metadata definition, ensuring its relevance and accuracy over time.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system to link this metadata definition to prior records, ensuring continuity and compatibility between systems.

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MetadataTranslations

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the metadata translation record, used to reference and track the translation definition in the system.
Metadata Translation Type	String	True	No	The type of translation metadata, indicating its specific purpose or role in translating fields, layouts, or objects.
Global ID	String	True	No	A globally unique identifier for the translation metadata, ensuring consistent identification across systems or platforms.
Link	String	False	No	A URL or hyperlink associated with the translation metadata, providing a connection to external resources or related systems for further context.
Name	String	True	No	The name or title of the metadata translation, typically descriptive of its contents or the language it represents.
Status	String	False	No	The current operational status of the translation metadata, such as 'Active', 'Inactive', or 'Draft', to indicate its lifecycle stage.
Created By	String	True	No	The individual or system that created the metadata translation, ensuring traceability and accountability for its creation.
Created Date	Datetime	True	No	The date and time when the metadata translation was created, helping to track the history of the translation and when it was first introduced.
Last Modified By	String	True	No	The individual or system that last modified the metadata translation, ensuring accountability for any updates or revisions.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the metadata translation, providing an audit trail of changes over time.
External ID	String	False	No	An identifier used by external systems to link this translation record, ensuring compatibility with third-party tools or platforms.
Language	String	False	No	The language code or name that this translation applies to, ensuring that the translation is associated with a specific language context.
Layout Name	String	False	No	The name of the layout to which the translation applies, providing a clear indication of the visual arrangement being translated.
Object Name	String	False	No	The name of the object related to the translation metadata, such as 'Account', 'Contact', or 'Opportunity', indicating the entity that the translation affects.
Record Type	String	False	No	The type of record to which the translation metadata applies, specifying whether it relates to a specific record, object, or other entity.
Translation	String	False	No	The actual translation text or content that corresponds to the metadata being translated, providing the localized version of the original content.
Parent Definition	String	False	No	The identifier or reference to the parent definition for the metadata translation, indicating the hierarchy or relationship with other metadata definitions.
Owner	String	False	No	The individual or team responsible for maintaining and managing the translation metadata, ensuring its accuracy and relevance over time.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system to link this translation record to prior records, ensuring continuity between systems.

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MobileCRMSettings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the record, used to reference and track this specific record within the system.
Global ID	String	True	No	A globally unique identifier for the record, ensuring consistent identification across different systems or platforms.
Link	String	False	No	A URL or hyperlink associated with the record, providing a direct link to external resources or related systems for additional information.
Name	String	False	No	The name or title of the record, often descriptive of its function or purpose within the system.
Status	String	False	No	The current status of the record, such as 'Active', 'Inactive', or 'Pending', to indicate the operational state of the record.
Created By	String	True	No	The individual or system that created the record, ensuring accountability and traceability for the creation of this record.
Created Date	Datetime	True	No	The date and time when the record was created, helping to track when the record was first introduced into the system.
Last Modified By	String	True	No	The individual or system that last modified the record, providing a trail of who made changes to the record.
Last Modified Date	Datetime	True	No	The date and time of the last modification to the record, ensuring an audit trail of all changes made.
Push Notification Test User	String	False	No	The user or account designated for testing push notifications, allowing for validation of the push notification system.
Session Timeout Value (min)	Decimal	False	No	The duration, in minutes, after which a session will time out due to inactivity, used to ensure system security and user session management.
Setup Owner ID	String	False	No	The identifier for the owner or administrator responsible for the setup and configuration of the record, ensuring proper management.
Security Profile	String	False	No	The security profile associated with the record, detailing the permissions and access levels granted to users interacting with the record.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system, linking this record to previous records and ensuring continuity between older and newer systems.
Application Profile	String	False	No	The profile associated with the specific application to which the record is related, detailing the settings or preferences for the application.

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MobileDevices

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the mobile device record, used to track and reference this device within the system.
Mobile Device Type	String	True	No	The type or category of the mobile device, used to classify devices, such as 'smartphone' or 'tablet'.
Global ID	String	True	No	A globally unique identifier for the record, ensuring consistent identification of the device across different systems or platforms.
Link	String	False	No	A URL or hyperlink associated with the device record, often used for linking to external resources or applications related to the device.
Mobile Device Name	String	False	No	The name assigned to the mobile device, typically a descriptive or brand-specific identifier for the device.
Status	String	False	No	The current status of the device, such as 'Active', 'Inactive', or 'Disconnected', to indicate the operational state of the device.
Created By	String	True	No	The individual or system that created the device record, providing accountability for its entry into the system.
Created Date	Datetime	True	No	The date and time when the device record was created, tracking when the device was first registered in the system.
Last Modified By	String	True	No	The individual or system that last modified the device record, offering a trace of who made changes to the record.
Last Modified Date	Datetime	True	No	The date and time of the last modification to the device record, ensuring an audit trail of updates made.
Active?	Bool	False	No	A boolean flag indicating whether the mobile device is currently active or deactivated within the system.
AppID	String	False	No	The identifier for the mobile application associated with the device, linking the device to its corresponding application.
App Deleted Date/Time	Datetime	False	No	The date and time when the application associated with the device was deleted, if applicable.
Device	String	False	No	The model or brand of the mobile device, used to specify the particular type or make of the device.
Last App Version	String	False	No	The version of the mobile application that was last installed or used on the device, helping to track app updates and compatibility.
Last Connected Date/Time	Datetime	False	No	The date and time when the device last connected to the system or network, useful for tracking device activity.
Last Device Model	String	False	No	The model of the mobile device that was last used, providing insight into device updates or changes over time.
Last OS Version	String	False	No	The last operating system version installed on the mobile device, important for managing system compatibility and updates.
Log Out Date/Time	Datetime	False	No	The date and time when the user last logged out of the device or application, used for session management.
Mobile ID	String	False	No	A unique identifier for the mobile device, often used to track and manage devices within a mobile device management system.
Push Company Alerts Disabled	Bool	False	No	A flag indicating whether push notifications for company alerts are disabled on the device, used for managing alert settings.
Push Notifications Enabled	Bool	False	No	A flag indicating whether push notifications are enabled on the mobile device, controlling the receipt of system notifications.
User	String	False	No	The user associated with the mobile device, linking the device to a specific individual or account.
Owner	String	False	No	The entity or individual who owns the mobile device, used for managing device ownership and responsibilities.
Legacy CRM Id	String	False	No	The identifier for the mobile device record in the legacy CRM system, ensuring continuity between older and newer systems.

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ModelUpdates

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the model update record, used to reference and track the update across systems.
Model Update Type	String	True	No	The type or category of the model update, specifying the nature of the update, such as 'minor' or 'major'.
Global ID	String	True	No	A globally unique identifier for the model update record, ensuring consistency and identification across multiple systems.
Link	String	False	No	A URL or hyperlink associated with the model update record, used for linking to external resources or documentation related to the update.
Model Update Name	String	False	No	The name given to the model update, typically a descriptive title used to identify the update.
Status	String	False	No	The current status of the model update, such as 'Pending', 'In Progress', or 'Completed', indicating the stage of the update.
Created By	String	True	No	The individual or system that created the model update record, providing accountability for its entry into the system.
Created Date	Datetime	True	No	The date and time when the model update record was created, used for tracking the timeline of updates.
Last Modified By	String	True	No	The individual or system that last modified the model update record, allowing traceability of changes.
Last Modified Date	Datetime	True	No	The date and time when the model update record was last modified, ensuring an audit trail of all changes.
Share With	String	False	No	A list of individuals or systems with whom the model update has been shared, ensuring proper access control and communication.
Model Update Status	String	False	No	The specific status of the model update, indicating whether it is 'Active', 'Inactive', or another stage of completion.
URI	String	False	No	The Uniform Resource Identifier (URI) associated with the model update, used to uniquely identify and access the update in the system.
Version DateTime	Datetime	False	No	The date and time when the version of the model update was finalized or published, used to track the timing of versioning.
Owner	String	False	No	The individual or entity responsible for the model update, ensuring accountability for maintenance and management.
Legacy CRM Id	String	False	No	The identifier for the model update in the legacy CRM system, used for maintaining continuity between older and newer systems.

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MonitoredPhrases

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the monitored phrase record, used to reference and track the phrase across systems.
Monitored Phrase Type	String	True	No	The type or category of the monitored phrase, indicating the specific use case or context, such as 'Search Phrase' or 'Alert Phrase'.
Global ID	String	True	No	A globally unique identifier for the monitored phrase record, ensuring consistency and identification across multiple systems.
Link	String	False	No	A URL or hyperlink associated with the monitored phrase record, used for linking to external resources or documentation related to the phrase.
Name	String	True	No	The name assigned to the monitored phrase, typically a descriptive title used to identify the phrase within the system.
Status	String	False	No	The current status of the monitored phrase, such as 'Active', 'Inactive', or 'Under Review', indicating its state within the monitoring process.
Created By	String	True	No	The individual or system that created the monitored phrase record, ensuring accountability for its entry into the system.
Created Date	Datetime	True	No	The date and time when the monitored phrase record was created, providing context for when the phrase was introduced into the system.
Last Modified By	String	True	No	The individual or system that last modified the monitored phrase record, allowing traceability of changes made to the phrase.
Last Modified Date	Datetime	True	No	The date and time when the monitored phrase record was last modified, ensuring an audit trail of all changes to the phrase.
Match Type	String	False	No	The match type used for the monitored phrase, indicating whether the phrase is matched exactly, partially, or with a wildcard, for example.
Phrase	String	False	No	The actual text of the monitored phrase, which is the target for the monitoring and analysis process.
External ID	String	False	No	An identifier used to reference the monitored phrase in external systems or databases, ensuring continuity and integration with other tools.
Monitoring Rule	String	False	No	The rule associated with the monitored phrase, describing the conditions or parameters under which the phrase is monitored or triggered.
Legacy CRM Id	String	False	No	The identifier for the monitored phrase in the legacy CRM system, used to maintain continuity between older and newer systems.
Mobile ID	String	False	No	The identifier associated with the mobile version of the monitored phrase record, used for tracking mobile-specific instances of the phrase.

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MonitoredText

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the monitored text record, used to track and manage the specific instance within the system.
Monitored Text Type	String	True	No	The type or category of the monitored text, such as 'Keyword' or 'Phrase', which defines how the text is used in the monitoring process.
Global ID	String	True	No	A globally unique identifier for the monitored text record, ensuring the text is consistently referenced across various systems.
Link	String	False	No	A URL or hyperlink related to the monitored text, often pointing to external resources or detailed documentation associated with the text.
Monitored Text Name	String	True	No	The name given to the monitored text, typically a descriptive label used to easily identify the text within the system.
Status	String	True	No	The current status of the monitored text, such as 'Active', 'Flagged', or 'Under Review', which indicates its operational state in the monitoring system.
Created By	String	True	No	The user or system responsible for creating the monitored text record, providing accountability for the text's creation.
Created Date	Datetime	True	No	The timestamp indicating when the monitored text record was created, which helps establish the record's history in the system.
Last Modified By	String	True	No	The user or system that last modified the monitored text record, providing traceability of changes made.
Last Modified Date	Datetime	True	No	The timestamp indicating when the monitored text record was last modified, useful for tracking the most recent changes.
Category	String	False	No	The category or classification under which the monitored text falls, aiding in organizing the text within the system.
Detail Group	String	False	No	A subgroup within the category that further organizes the monitored text based on specific criteria, such as region or type.
External ID	String	False	No	An identifier used to reference the monitored text in external systems or databases, ensuring consistency across different platforms.
Is this Flagged Phrase a violation?	String	False	No	Indicates whether the flagged phrase violates predefined rules, helping identify if it needs further attention or action.
Flagged Phrase	String	False	No	The actual phrase that has been flagged for review or analysis, typically based on predefined criteria or monitoring rules.
Job Id	String	False	No	An identifier for the job or process that was responsible for the monitoring or flagging of the monitored text, linking the text to a specific job.
Monitored Date	Datetime	False	No	The date and time when the monitored text was evaluated or flagged, providing context for when the monitoring occurred.
Monitored Field	String	False	No	The specific field or area where the monitored text is located, helping define the scope of the monitoring process.
Monitored Object	String	False	No	The object or entity that the monitored text is associated with, such as a document, message, or product.
Product	String	False	No	The product associated with the monitored text, if applicable, linking the text to specific items in the product catalog.
Vault ID	String	False	No	The identifier linking the monitored text to a document or file in the document management system (Vault), enabling easy access to the full text.
Monitored Text Status	String	False	No	The status of the monitored text within the system, indicating whether it is 'Active', 'Reviewed', or 'Flagged'.
Text Last Modified Date	Datetime	False	No	The timestamp indicating when the monitored text was last updated, allowing tracking of modifications to the content.
Text	String	False	No	The actual content of the monitored text, which is subject to monitoring rules and flagging conditions.
User Profile	String	False	No	The profile of the user associated with the monitored text, typically used for tracking user activity and permissions.
Assignee	String	False	No	The individual or system responsible for handling the monitored text, such as investigating flagged phrases or taking action.
Monitoring Rule Name	String	False	No	The name of the rule applied to the monitored text, specifying the criteria used to determine if the text should be flagged.
Parent Monitored Text	String	False	No	Refers to the original or parent monitored text if the current text is a variant or derivative of a previously monitored text.
Text Created By	String	False	No	The user or system that initially created the monitored text record, ensuring accountability and traceability.
Text Last Modified By	String	False	No	The user or system that last modified the monitored text, providing clarity on who made the most recent changes.
Text Owner	String	False	No	The owner of the monitored text, often used to track responsibility for the content or management of the text record.
Owner	String	False	No	The owner or administrator responsible for the monitored text record within the system.
Is Parent?	Decimal	True	No	Indicates whether the monitored text is a parent record, used to organize relationships between original and derivative texts.
Vault Link ID	String	True	No	A reference identifier for linking the monitored text to related files or documents within the document management system (Vault).
Legacy CRM Id	String	False	No	The identifier for the monitored text in the legacy CRM system, providing a link to older system records for historical reference.
User Country	String	False	No	The country of the user associated with the monitored text, used for tracking regional-specific activity or content.
Lifecycle	String	True	No	The current lifecycle stage of the monitored text, indicating its phase in the overall content lifecycle (for example, draft, approved, or archived).
Lifecycle State	String	True	No	The specific state within the lifecycle of the monitored text, such as 'In Review', 'Published', or 'Retired'.
Lifecycle State Stage ID	String	True	No	The unique identifier for the current stage in the lifecycle state of the monitored text, helping to track its progression.
Lifecycle Stage	String	True	No	The broader phase in the lifecycle of the monitored text, such as 'Draft', 'Review', or 'Final'.
Security Profile	String	False	No	The security profile associated with the monitored text, ensuring that only authorized users have access to or can modify the text.
Application Profile	String	False	No	The application profile associated with the monitored text, which may define the context or platform where the text is used.

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MonitoringRules

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the monitoring rule, used to track and reference the rule across systems.
Monitoring Rule Type	String	True	No	The type of monitoring rule, such as 'Keyword', 'Phrase', or 'Custom', which defines the nature of the content being monitored.
Global ID	String	True	No	A globally unique identifier for the monitoring rule, ensuring it is consistently referenced across various systems and platforms.
Link	String	False	No	A URL or hyperlink related to the monitoring rule, typically pointing to more information or associated documentation.
Monitoring Rule Name	String	False	No	The name given to the monitoring rule, typically a descriptive label used to easily identify the rule within the system.
Status	String	False	No	The current status of the monitoring rule, such as 'Active', 'Inactive', or 'Under Review', which indicates its operational state.
Created By	String	True	No	The user or system responsible for creating the monitoring rule, providing accountability for the rule's creation.
Created Date	Datetime	True	No	The timestamp indicating when the monitoring rule was created, helping establish the rule's history and context.
Last Modified By	String	True	No	The user or system that last modified the monitoring rule, allowing for traceability of changes made to the rule.
Last Modified Date	Datetime	True	No	The timestamp indicating when the monitoring rule was last modified, providing insight into the most recent updates.
Category	String	False	No	The category under which the monitoring rule falls, used for organizing and classifying rules based on their function or purpose.
End Date	Date	False	No	The date when the monitoring rule is scheduled to end or expire, determining the rule's validity period.
External ID	String	False	No	An identifier used to reference the monitoring rule in external systems or databases, ensuring consistency across platforms.
Field Set	String	False	No	A set of fields or attributes associated with the monitoring rule, defining which parts of the data are monitored by the rule.
Start Date	Date	False	No	The date when the monitoring rule becomes active or starts being applied, marking the beginning of its monitoring period.
Detail Group	String	False	No	A subgroup within the category that further organizes the monitoring rule, often based on specific criteria like region or department.
Product	String	False	No	The product associated with the monitoring rule, linking the rule to specific products or product lines for targeted monitoring.
Owner	String	False	No	The owner or administrator responsible for the monitoring rule within the system, ensuring the rule is properly managed and maintained.
Legacy CRM Id	String	False	No	The identifier for the monitoring rule in the legacy CRM system, allowing for historical reference and tracking across systems.
User Country	String	False	No	The country associated with the user or entity that created or is responsible for the monitoring rule, providing geographic context.
Restricted Platforms	String	False	No	The platforms or systems where the monitoring rule is restricted or not applicable, helping define the rule's scope and limitations.
Mobile ID	String	False	No	An identifier associated with the mobile system or platform that the monitoring rule is intended to monitor or enforce, if applicable.
Trigger Timestamp	Datetime	False	No	The timestamp indicating when the monitoring rule was triggered, used to track the exact moment the rule was applied or initiated.

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MultichannelActivities

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for each multichannel activity, used for tracking and referencing the activity across the system.
Multichannel Activity Type	String	True	No	The type of multichannel activity, such as 'Webinar', 'Event', or 'Meeting', which categorizes the activity.
Global ID	String	True	No	A globally unique identifier for the multichannel activity, ensuring consistency across systems and platforms.
Link	String	False	No	A URL or hyperlink associated with the multichannel activity, typically linking to more details or related resources.
Multichannel Activity Name	String	True	No	The name of the multichannel activity, typically used to identify the activity within the system.
Status	String	False	No	The current status of the multichannel activity, such as 'Active', 'Inactive', 'Completed', or 'Scheduled'.
Created By	String	True	No	The user or system responsible for creating the multichannel activity, providing accountability for the activity's creation.
Created Date	Datetime	True	No	The timestamp indicating when the multichannel activity was created, helping establish the activity's history and context.
Last Modified By	String	True	No	The user or system that last modified the multichannel activity, allowing traceability of any changes made to the activity.
Last Modified Date	Datetime	True	No	The timestamp indicating when the multichannel activity was last modified, providing insight into the most recent updates.
CLM Location Latitude	Double	False	No	The geographic latitude coordinate of the location where the multichannel activity took place, used for mapping and location-based analysis.
CLM Location Longitude	Double	False	No	The geographic longitude coordinate of the location where the multichannel activity took place, used for mapping and location-based analysis.
CLM Location Services Status	String	False	No	The status of the location services for the multichannel activity, indicating whether the location data was successfully captured or not.
City	String	False	No	The city where the multichannel activity took place, used for regional classification and analysis.
Client Name	String	False	No	The name of the client associated with the multichannel activity, helping to link the activity to a specific client.
Client OS	String	False	No	The operating system of the client device used during the activity, such as 'iOS', 'Android', or 'Windows', for tracking device compatibility.
Client Type	String	False	No	The type of client device used, such as 'Mobile', 'Tablet', or 'Desktop', helping to understand the device used for participation.
Color	String	False	No	The color associated with the multichannel activity, typically used for visual categorization or branding purposes.
Country	String	False	No	The country where the multichannel activity occurred or where the client is based, providing geographical context.
Debug?	Bool	False	No	Indicates whether debugging is enabled for the multichannel activity, helping identify issues or collect additional data during testing.
Device	String	False	No	The type of device used to participate in the multichannel activity, such as 'Smartphone', 'Laptop', or 'Tablet'.
IP Address	String	False	No	The IP address from which the multichannel activity was accessed, often used for troubleshooting or geographical analysis.
Icon	String	False	No	An icon representing the multichannel activity, often used in user interfaces for visual identification.
MCD Primary Key	String	False	No	A primary key associated with the multichannel activity in the MCD system, used for database integrity and referencing.
Preview Session	Bool	False	No	Indicates whether the session is a preview session, typically used for testing or demonstration purposes before the main event.
Mobile ID	String	False	No	An identifier for the mobile device used to participate in the multichannel activity, helpful for tracking device-specific interactions.
Record Type Name	String	False	No	The type of record associated with the multichannel activity, used for classification within the system.
Referring Site	String	False	No	The site or platform where the multichannel activity was referred from, providing insight into traffic sources.
Region	String	False	No	The region where the multichannel activity took place, typically used for regional classification and analysis.
Call Session	Bool	False	No	Indicates whether the multichannel activity is associated with a call session, such as a conference call or a webinar session.
Sent Message External Id	String	False	No	An external identifier for a message sent during the multichannel activity, used for tracking or reference in external systems.
Session Id	String	False	No	A unique identifier for the session in which the multichannel activity took place, helping to track specific interactions.
Start DateTime	Datetime	False	No	The date and time when the multichannel activity started, marking the beginning of the session.
Territory	String	False	No	The geographic territory associated with the multichannel activity, often used for region-specific data analysis.
Total Duration	Decimal	False	No	The total duration of the multichannel activity, measured in minutes or hours, indicating how long the activity lasted.
Training	Bool	False	No	Indicates whether the multichannel activity was a training session, helping to categorize activities based on their purpose.
URL	String	False	No	The URL associated with the multichannel activity, often linking to an event page or the main content of the session.
User Agent	String	False	No	The user agent string identifying the client's software and hardware configuration during the multichannel activity.
Veeva External Id	String	False	No	The external identifier for the multichannel activity in the Veeva system, ensuring cross-platform compatibility and consistency.
Viewport Height	Decimal	False	No	The height of the viewport (visible area) during the multichannel activity, used for screen size and layout considerations.
Viewport Width	Decimal	False	No	The width of the viewport (visible area) during the multichannel activity, used for screen size and layout considerations.
Account External ID Map	String	False	No	An external identifier mapping for the account associated with the multichannel activity, used for integration with other systems.
Account	String	False	No	The account associated with the multichannel activity, used for linking the activity to a specific client or organization.
Call	String	False	No	The call identifier related to the multichannel activity, typically used for tracking or managing conference calls or webinars.
Detail Group	String	False	No	A subgroup within the multichannel activity, used to categorize or group specific details related to the activity.
EM Event	String	False	No	The event identifier for the multichannel activity within the Event Management (EM) system, used for event tracking.
Medical Event	String	False	No	The medical event identifier associated with the multichannel activity, often used for compliance or regulatory purposes.
Parent Multichannel Activity	String	False	No	The identifier for the parent multichannel activity, if this activity is part of a larger event or campaign.
Organizer	String	False	No	The organizer of the multichannel activity, such as the name of the person or organization managing the event.
Product	String	False	No	The product associated with the multichannel activity, often used for product-specific marketing or event tracking.
Sent Email	String	False	No	The email address associated with the sent message during the multichannel activity, used for tracking communication.
Sent Message	String	False	No	The content of the message sent during the multichannel activity, used for tracking and referencing specific communication.
Site	String	False	No	The site or platform where the multichannel activity took place, providing context for the activity's location.
Owner	String	False	No	The user or organization responsible for the multichannel activity, ensuring accountability and management of the event.
Legacy CRM Id	String	False	No	The identifier for the multichannel activity in the legacy CRM system, used for historical reference and integration purposes.
Event Attendee	String	False	No	The attendee identifier for individuals who participated in the event, often used for tracking participation.
Account Country	String	False	No	The country associated with the account participating in the multichannel activity, providing geographic context.
User Country	String	False	No	The country associated with the user participating in the multichannel activity, used for segmentation and analysis.
Remote CLM ID	String	False	No	The identifier for the remote Closed Loop Marketing (CLM) system session, used for tracking remote activity.
Remote CLM Participant URL	String	False	No	The URL for the remote CLM participant's page, used to link to the participant's interaction in a remote CLM session.
Remote CLM Presenter URL	String	False	No	The URL for the remote CLM presenter's page, used to link to the presenter's interaction in a remote CLM session.
Remote CLM UUID	String	False	No	A unique identifier for the remote CLM session, ensuring proper tracking and management of remote interactions.

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MultichannelActivityLines

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for each multichannel activity line, used to track and reference the specific activity within the system.
Multichannel Activity Line Type	String	True	No	The type of multichannel activity line, such as 'Webinar', 'Meeting', or 'Call', used to categorize the activity.
Global ID	String	True	No	A globally unique identifier for the multichannel activity line, ensuring consistency across systems and platforms.
Link	String	False	No	A URL or hyperlink associated with the multichannel activity line, providing a direct link to related resources or more details.
Multichannel Activity Line Name	String	True	No	The name of the multichannel activity line, typically used to identify the line within the system.
Status	String	False	No	The current status of the multichannel activity line, such as 'Active', 'Completed', or 'Scheduled', indicating its state.
Created By	String	True	No	The user or system that created the multichannel activity line, providing accountability for its creation.
Created Date	Datetime	True	No	The timestamp indicating when the multichannel activity line was created, marking the beginning of the activity.
Last Modified By	String	True	No	The user or system that last modified the multichannel activity line, ensuring traceability of any changes made.
Last Modified Date	Datetime	True	No	The timestamp indicating when the multichannel activity line was last modified, reflecting the most recent changes.
Custom	Bool	False	No	Indicates whether the multichannel activity line is custom, meaning it was created with specific settings or requirements outside the standard.
DateTime	Datetime	False	No	The date and time associated with the multichannel activity line, marking when the activity occurred or was scheduled.
Debug?	Bool	False	No	Indicates whether debugging is enabled for the multichannel activity line, typically used for troubleshooting or testing purposes.
Detail Group VExternal Id	String	False	No	The external identifier for the detail group associated with the multichannel activity line, linking it to a specific group.
Duration	Decimal	False	No	The duration of the multichannel activity line, typically measured in minutes or hours, indicating how long the activity lasted.
Entity Reference KM ID	String	False	No	The knowledge management identifier associated with the entity referenced in the multichannel activity line, used for tracking related information.
Event Subtype	String	False	No	The subtype of the event within the multichannel activity line, providing more granular categorization of the event.
Share Channel	String	False	No	The channel through which the multichannel activity line is shared, such as 'Email', 'Social Media', or 'Web'.
Event Type	String	False	No	The type of event within the multichannel activity line, used for categorizing the event, such as 'Webinar', 'Call', or 'Meeting'.
Key Message VExternal Id	String	False	No	The external identifier for the key message associated with the multichannel activity line, used for linking the message to external systems.
Key Message Version	String	False	No	The version of the key message associated with the multichannel activity line, used to track updates or changes to the message.
Mobile ID	String	False	No	The identifier for the mobile device used during the multichannel activity line, helping track interactions on mobile platforms.
Asset VExternal ID	String	False	No	The external identifier for the content asset associated with the multichannel activity line, used for linking the content to external systems.
Asset Version	String	False	No	The version of the content asset associated with the multichannel activity line, used to track updates to the asset.
Page List	String	False	No	A list of pages associated with the multichannel activity line, typically referring to the pages of a document or presentation involved.
Product VExternal Id	String	False	No	The external identifier for the product associated with the multichannel activity line, used for linking the product to external systems.
Reaction	String	False	No	The reaction or feedback from the participants in the multichannel activity line, used for tracking engagement or sentiment.
Record Type Name	String	False	No	The type of record associated with the multichannel activity line, used to categorize it within the system.
Segment	String	False	No	The segment associated with the multichannel activity line, used to categorize or group the activity based on specific criteria.
Total Pages in Document	Decimal	False	No	The total number of pages in the document associated with the multichannel activity line, used for content tracking.
Total Pages Viewed	Decimal	False	No	The total number of pages in the document that were viewed during the multichannel activity line, used for engagement analysis.
User Input	String	False	No	The input provided by the user during the multichannel activity line, typically used to capture feedback or responses.
Veeva External Id	String	False	No	The external identifier for the multichannel activity line in the Veeva system, ensuring cross-platform consistency.
Last Viewed Time on Video	Decimal	False	No	The timestamp or duration when the video associated with the multichannel activity line was last viewed.
Length of Video	Decimal	False	No	The total length of the video associated with the multichannel activity line, typically measured in seconds or minutes.
Total Time spent watching Video	Decimal	False	No	The total time spent by the user watching the video during the multichannel activity line.
View Order	Decimal	False	No	The order in which the views of the multichannel activity line are displayed or organized.
CLM Presentation	String	False	No	The closed-loop marketing presentation associated with the multichannel activity line, used for tracking presentations.
Call	String	False	No	The identifier for the call session related to the multichannel activity line, typically used for conference calls or webinars.
Detail Group	String	False	No	The group of details associated with the multichannel activity line, used for organizing information in a structured way.
Key Message	String	False	No	The key message associated with the multichannel activity line, typically referring to the main content or communication delivered.
Medical Event	String	False	No	The medical event associated with the multichannel activity line, used for compliance or regulatory tracking.
Multichannel Activity	String	False	No	The identifier for the multichannel activity associated with the line, linking it to the broader campaign or event.
Multichannel Content	String	False	No	The content associated with the multichannel activity line, typically referring to media, documents, or other resources involved.
Product	String	False	No	The product associated with the multichannel activity line, used for product-specific tracking or analysis.
Sent Email	String	False	No	The email address to which messages related to the multichannel activity line were sent, used for communication tracking.
Legacy CRM Id	String	False	No	The identifier for the multichannel activity line in the legacy CRM system, used for historical reference and integration.
Multichannel Content Asset	String	False	No	The content asset related to the multichannel activity line, used for tracking and managing digital content.

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MultichannelConsents

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the multichannel consent record, used for tracking and referencing it within the system.
Multichannel Consent Type	String	True	No	The type of consent for multichannel activities, used to categorize the consent (for example, 'Email Consent' or 'SMS Consent').
Global ID	String	True	No	A globally unique identifier for the multichannel consent, ensuring consistency and reference across systems.
Link	String	False	No	A URL or hyperlink associated with the multichannel consent, typically linking to external resources or more detailed information.
Opt Number	String	True	No	The identification number associated with the consent, often used to reference the specific consent record in communications.
Status	String	False	No	The current status of the multichannel consent, such as 'Active', 'Expired', or 'Pending', reflecting the state of the consent.
Created By	String	True	No	The user or system that created the multichannel consent record, providing accountability for its creation.
Created Date	Datetime	True	No	The timestamp indicating when the multichannel consent was created, marking its initiation.
Last Modified By	String	True	No	The user or system that last modified the multichannel consent record, ensuring traceability of changes.
Last Modified Date	Datetime	True	No	The timestamp indicating when the multichannel consent record was last modified, reflecting the most recent update.
Activity Tracking Consent	String	False	No	Indicates whether consent was provided to track activity associated with the user.
Capture Datetime	Datetime	False	No	The date and time when the consent was captured or recorded, ensuring accurate tracking of consent timing.
Channel Source	String	False	No	The source of the consent, such as 'Email', 'SMS', or 'Web', indicating the platform through which the consent was obtained.
Channel Value	String	False	No	The value or identifier associated with the channel source, providing more specific information about the channel used.
Consent Confirm Datetime	Datetime	False	No	The timestamp when the consent was confirmed by the user, marking the exact moment consent was granted.
External ID	String	False	No	The external identifier associated with the consent record, used for integration with other systems or platforms.
Signature Captured Share Link	Bool	False	No	Indicates whether the signature was captured using a shared link, often used for digital signing purposes.
Signature Captured QR Code	Bool	False	No	Indicates whether the signature was captured using a QR code, typically used in mobile or remote consent scenarios.
Last Device	String	False	No	The type of device used to capture the consent, such as 'Smartphone', 'Tablet', or 'Desktop'.
Mobile ID	String	False	No	The identifier for the mobile device used by the user during the consent process, helping track mobile interactions.
Expiration Date	Date	False	No	The date when the consent expires, after which it is no longer valid or active.
Opt Out Disclaimer Text	String	False	No	The text of the disclaimer provided to users who opt out, ensuring they are informed of the consequences of opting out.
Opt Type	String	False	No	The type of opt-in or opt-out action taken by the user, such as 'Opt-In' or 'Opt-Out'.
Event Type	String	False	No	The type of event associated with the opt-out action, providing context for the reason or trigger of the opt-out.
Receipt Email	String	False	No	The email address used to send the receipt confirming the consent action, providing a record to the user.
Receipt Sent Email Transaction Id	String	False	No	The transaction ID associated with the sent receipt email, used for tracking and reference.
Related Transaction Id	String	False	No	The identifier for the related transaction associated with the consent, used to link the consent record with other transactions.
Sample Consent Template Data	String	False	No	The data used in the consent template, often including the text and formatting used in the consent process.
Signature Datetime	Datetime	False	No	The timestamp when the user's signature was captured, marking the time at which the consent was completed.
Paper Consent ID	String	False	No	The identifier associated with the paper-based consent, used when the consent process is done offline or in physical form.
Signature Data	String	False	No	The actual signature data captured during the consent process, typically stored digitally for verification purposes.
Sub Channel Key	String	False	No	A key used to identify a sub-channel within the larger channel, helping to categorize consent actions in more granular detail.
Union ID	String	False	No	A unique identifier used to group multiple consent records or users across different channels or systems.
User Last Notified	Datetime	False	No	The timestamp indicating when the user was last notified about the consent status or updates, ensuring communication history is tracked.
Account	String	False	No	The account associated with the multichannel consent, used for linking the consent to a specific customer or entity.
Consent Header	String	False	No	The header text of the consent, typically providing introductory or overview information about the consent.
Consent Line	String	False	No	The line or section of the consent document that contains the key consent statement or user agreement.
Consent Type	String	False	No	The specific type of consent being granted, such as 'Data Consent', 'Marketing Consent', or 'Privacy Consent'.
Content Type	String	False	No	The type of content related to the consent, such as 'Marketing Material', 'Service Agreement', or 'Product Information'.
Detail Group	String	False	No	The group or category of details associated with the consent, used for organizational purposes within the system.
Product	String	False	No	The product associated with the consent, linking the user's consent to a specific product or service.
Receipt Sent Email	String	False	No	The email address to which the receipt confirming the consent was sent, typically used for confirmation purposes.
Sample Consent Template	String	False	No	The template used for the consent process, often containing the pre-defined text and structure for obtaining consent.
Sent Email	String	False	No	The email address to which communication related to the consent was sent, used for notification or confirmation purposes.
Legacy CRM Id	String	False	No	The identifier for the multichannel consent record in the legacy CRM system, ensuring reference continuity across platforms.
Disclaimer Text	String	False	No	The text of the disclaimer associated with the consent, used to inform the user of terms and conditions before consent is granted.
Consent Text	String	False	No	The text of the consent provided to the user, outlining the specifics of the consent being granted.

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MultichannelContent

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the multichannel content record, used for tracking and referencing the content within the system.
Multichannel Content Type	String	True	No	The type of multichannel content, such as 'Video', 'Article', or 'Image', categorizing the type of content in the system.
Global ID	String	True	No	A globally unique identifier for the multichannel content, ensuring consistency and reference across systems.
Link	String	False	No	A URL or hyperlink associated with the multichannel content, typically linking to external resources or more detailed information.
Multichannel Content Name	String	False	No	The name or title given to the multichannel content, providing a human-readable identifier for the content.
Status	String	False	No	The current status of the multichannel content, such as 'Active', 'Expired', or 'Pending', reflecting its state in the system.
Created By	String	True	No	The user or system that created the multichannel content record, ensuring accountability for its creation.
Created Date	Datetime	True	No	The timestamp indicating when the multichannel content was created, marking its initiation.
Last Modified By	String	True	No	The user or system that last modified the multichannel content record, ensuring traceability of changes.
Last Modified Date	Datetime	True	No	The timestamp indicating when the multichannel content was last modified, reflecting the most recent update.
Check Consent	String	False	No	Indicates whether consent has been obtained for using the multichannel content, used for compliance and regulatory purposes.
Allow Cobrowse	Bool	False	No	Indicates whether cobrowsing is enabled for the content, allowing users to interact with content in real-time with others.
Description	String	False	No	A detailed description of the multichannel content, explaining its purpose, context, or any other relevant information.
Display Order	Decimal	False	No	The order in which the multichannel content is displayed within a list or interface, used for organizing content logically.
Expired	Bool	False	No	Indicates whether the multichannel content has expired, signaling that it is no longer valid or should be removed from active use.
Presentation Id	String	False	No	The identifier for the presentation associated with the multichannel content, linking the content to a specific presentation or event.
Veeva External Id	String	False	No	The external identifier associated with the content in the Veeva system, used for integration and cross-system reference.
Vault DNS	String	False	No	The DNS name for the Vault system where the multichannel content is stored, helping to locate the content in the cloud or server environment.
Vault Doc Id	String	False	No	The identifier for the document within the Vault system, used to uniquely reference the document.
Vault External Id	String	False	No	The external identifier for the document in the Vault system, used for integration and cross-system reference.
Vault GUID	String	False	No	The globally unique identifier (GUID) for the document in the Vault system, ensuring its uniqueness and consistency across systems.
Detail Group	String	False	No	The group or category associated with the content, used for organizational purposes and easier management of content types.
Product	String	False	No	The product associated with the multichannel content, linking the content to a specific product or service for relevance.
Owner	String	False	No	The user or system that owns the multichannel content, providing accountability for its management and use.
Legacy CRM Id	String	False	No	The identifier for the multichannel content in the legacy CRM system, ensuring reference continuity across platforms.
Language	String	False	No	The language in which the multichannel content is presented, ensuring that it is correctly localized for the intended audience.

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MultichannelContentAssets

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the multichannel content asset, used to track and reference the asset within the system.
Multichannel Content Asset Type	String	True	No	The type of multichannel content asset, such as 'Video', 'Image', or 'Text', categorizing the asset for organizational purposes.
Global ID	String	True	No	A globally unique identifier for the multichannel content asset, ensuring consistency and cross-system reference.
Link	String	False	No	A URL or hyperlink that is associated with the multichannel content asset, providing a path to access or reference the content externally.
Multichannel Content Asset Name	String	False	No	The name or title assigned to the multichannel content asset, providing an easily recognizable identifier for users.
Status	String	False	No	The current status of the multichannel content asset, such as 'Active', 'Inactive', or 'Expired', indicating its availability for use.
Created By	String	True	No	The user or system that created the multichannel content asset record, ensuring traceability of its origin.
Created Date	Datetime	True	No	The timestamp when the multichannel content asset was created, marking its initiation within the system.
Last Modified By	String	True	No	The user or system that last modified the multichannel content asset record, ensuring accountability for changes.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the multichannel content asset, indicating when the asset was last updated.
Description	String	False	No	A detailed description of the multichannel content asset, providing context, purpose, and relevant details about the asset.
Display Order	Decimal	False	No	The order in which the multichannel content asset is displayed within lists or interfaces, used for sorting and organizing assets logically.
External URL	String	False	No	A URL pointing to an external resource or location where the multichannel content asset is hosted or referenced.
HTML File Name	String	False	No	The name of the HTML file associated with the content asset, used for referencing the file in a web or digital environment.
HTML Height	Decimal	False	No	The height of the HTML component associated with the multichannel content asset, used for defining layout and design specifications.
HTML Width	Decimal	False	No	The width of the HTML component associated with the multichannel content asset, helping to define its size and layout.
Media File Name	String	False	No	The name of the media file (such as a video or image) associated with the multichannel content asset.
Media Type	String	False	No	The type of media file associated with the multichannel content asset, such as 'image', 'video', or 'audio'.
Multichannel Content Asset Status	String	False	No	The current status of the multichannel content asset in terms of its content availability, such as 'Published', 'Draft', or 'Archived'.
Veeva External Id	String	False	No	The external identifier for the multichannel content asset in the Veeva system, ensuring cross-system reference and integration.
Vault DNS	String	False	No	The DNS name of the Vault system where the multichannel content asset is stored, used to locate the content within the cloud or server environment.
Vault Doc Id	String	False	No	The unique identifier for the document within the Vault system, referencing the specific document associated with the content asset.
Vault External Id	String	False	No	The external identifier for the document in the Vault system, enabling integration and cross-system referencing of the content asset.
Vault GUID	String	False	No	The globally unique identifier (GUID) for the document in the Vault system, ensuring its uniqueness and consistency across systems.
Vault Last Modified Date Time	Datetime	False	No	The timestamp of the last modification made to the document in the Vault system, tracking updates and changes.
Version	String	False	No	The version number or identifier associated with the multichannel content asset, allowing users to track revisions and updates.
Detail Group	String	False	No	The category or group associated with the multichannel content asset, used for organizing assets based on shared characteristics or themes.
Key Message	String	False	No	The key message or takeaway associated with the multichannel content asset, highlighting the primary focus or purpose of the asset.
Multichannel Content	String	False	No	The content or media associated with the asset, providing the actual information, message, or media content to be shared or displayed.
Product	String	False	No	The product associated with the multichannel content asset, linking the asset to a specific product or service for relevance.
Legacy CRM Id	String	False	No	The identifier for the multichannel content asset in the legacy CRM system, ensuring reference continuity across platforms.
Language	String	False	No	The language in which the multichannel content asset is presented, ensuring it is localized for the intended audience.

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MultichannelMessages

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the multichannel message, used to track and reference the message within the system.
Multichannel Message Type	String	True	No	The type of multichannel message, such as 'Email', 'SMS', or 'Push Notification', categorizing the message for organizational purposes.
Global ID	String	True	No	A globally unique identifier for the multichannel message, ensuring consistency and cross-system reference.
Link	String	False	No	A URL or hyperlink associated with the multichannel message, providing access to the content or additional details.
Multichannel Message Name	String	False	No	The name or title assigned to the multichannel message, providing an easily recognizable identifier for users.
Status	String	False	No	The current status of the multichannel message, such as 'Active', 'Inactive', or 'Pending', indicating its availability for use.
Created By	String	True	No	The user or system that created the multichannel message record, ensuring traceability of its origin.
Created Date	Datetime	True	No	The timestamp when the multichannel message was created, marking its initiation within the system.
Last Modified By	String	True	No	The user or system that last modified the multichannel message record, ensuring accountability for changes.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the multichannel message, indicating when it was last updated.
Event Attendee Status	String	False	No	The status of the event attendee in relation to the multichannel message, such as 'Registered', 'Attended', or 'Not Attended'.
MC Activity RecordType	String	False	No	The record type of the associated multichannel activity, such as 'Email Campaign' or 'Push Notification'.
Message Identifier	String	False	No	A unique identifier for the specific message within the system, used to track and reference the message.
Owner	String	False	No	The user or system that owns the multichannel message, typically the creator or the responsible party.
Legacy CRM Id	String	False	No	The identifier for the multichannel message in the legacy CRM system, ensuring continuity and cross-system reference.
Language	String	False	No	The language in which the multichannel message is presented, ensuring localization and appropriate audience targeting.
HTML Message	String	False	No	The HTML content of the message, which may include text, images, and links formatted for display in email or web-based environments.
Consent Confirmation HTML	String	False	No	The HTML content used to confirm the recipient's consent, typically displayed after an action such as subscription or opt-in.

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MultichannelSettings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the record, used to track and reference the entry in the system.
Global ID	String	True	No	A globally unique identifier for the record, ensuring consistent identification across different systems and platforms.
Link	String	False	No	A URL or hyperlink that provides access to the record or relevant resource, facilitating external navigation.
Name	String	False	No	The name or title of the record, which serves as an easily recognizable label for the user.
Status	String	False	No	The current status of the record, such as 'Active', 'Inactive', or 'Pending', indicating its availability or processing state.
Created By	String	True	No	The user or system that initially created the record, ensuring traceability of the record's origin.
Created Date	Datetime	True	No	The timestamp when the record was created, indicating its entry date into the system.
Last Modified By	String	True	No	The user or system that last modified the record, ensuring accountability for changes.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the record, reflecting the most recent update.
Access CLM from Online Call	Bool	False	No	Indicates whether the record allows access to Closed Loop Marketing (CLM) from online calls, enabling enhanced functionality.
Allow Insecure Local File Access	Bool	False	No	Specifies whether the record permits insecure local file access, a security setting for managing file accessibility.
CLM Content Search	Decimal	False	No	Indicates the availability or configuration for content search within CLM, enabling users to quickly find relevant marketing materials.
CLM Explicit Opt In	Bool	False	No	Indicates whether the record requires explicit user consent (opt-in) for participating in CLM activities.
CLM FILTER FIELDS	String	False	No	Specifies the fields used to filter content within CLM, enabling customization of content views based on certain criteria.
CLM Laser Pointer	Bool	False	No	Enables the use of a laser pointer feature during CLM presentations for enhanced interactivity.
CLM No Consent Behavior	Decimal	False	No	Defines the behavior when no consent is provided in the CLM system, helping to manage compliance and user preferences.
CoBrowse Default Call RecordType	String	False	No	Specifies the default call record type for CoBrowse sessions, allowing users to set standard types for call records in CoBrowse activities.
ContentNote Batch Size	Decimal	False	No	Defines the batch size for processing content notes, optimizing system performance when handling large volumes of data.
Custom Presentation Management	Decimal	False	No	Indicates the level of custom presentation management available, allowing users to tailor presentation features to their needs.
Default Directory	String	False	No	Specifies the default directory path for storing files and content within the system, ensuring proper file organization.
Enable CLM from Orders	Decimal	False	No	Enables the ability to trigger CLM activities directly from orders, streamlining the integration between order processing and marketing efforts.
Enhanced Sub Presentations	Decimal	False	No	Enables enhanced capabilities for sub-presentations, improving the flexibility and depth of content within presentations.
Hide CLM Thumbnails In All Dir View	Bool	False	No	Hides CLM content thumbnails in all directory views, offering a cleaner and more streamlined user interface.
MCCP Disable Call Widget	String	False	No	Disables the call widget feature within Multichannel Campaign Planning (MCCP), preventing users from initiating calls through the interface.
MCCP Enable Actions from My Plan	String	False	No	Enables the ability to take actions directly from the 'My Plan' section in MCCP, enhancing user control over planned campaigns.
MCCP Enable Detail Priority	Decimal	False	No	Activates the ability to prioritize detailed information within MCCP, aiding in more focused campaign management.
MCCP Enable Goals Remaining	Decimal	False	No	Enables the display and tracking of remaining goals in MCCP, providing clarity on progress towards campaign objectives.
MCCP Fields in MySchedule Pop-Up	String	False	No	Specifies the fields displayed in the 'MySchedule' pop-up within MCCP, customizing the information available in scheduling views.
MCCP Send to Scheduler Type	Decimal	False	No	Defines the type of scheduling system used when sending data to the scheduler, ensuring proper integration with planning tools.
Media Search	Decimal	False	No	Enables the ability to search for media content within the system, helping users locate relevant materials quickly.
Medical Inquiry Overlay	Decimal	False	No	Indicates whether a medical inquiry overlay is enabled, allowing additional medical-related content to be displayed during interactions.
Remote Meeting Default Call RecordType	String	False	No	Specifies the default call record type for remote meetings, ensuring consistency in meeting documentation.
Select CLM Call Record Type	Bool	False	No	Allows users to select the CLM call record type, providing flexibility in documenting interactions.
Swipe Sensitivity	Decimal	False	No	Defines the sensitivity level for swipe actions in the system, adjusting the responsiveness to user input.
Track CLM Media Preview	Decimal	False	No	Tracks media previews within CLM, helping users monitor how media content is interacted with during presentations.
Setup Owner ID	String	False	No	The ID of the user responsible for setting up the configuration or content within the system, ensuring accountability.
Security Profile	String	False	No	Defines the security profile associated with the record, ensuring appropriate access control and data protection.
Legacy CRM Id	String	False	No	The identifier for the record in the legacy Customer Relationship Management (CRM) system, facilitating migration or integration with older CRM platforms.
Approved WeChat base URL	String	False	No	Specifies the base URL for the approved WeChat integration, enabling seamless communication through the platform.
Content Document Batch Size	Decimal	False	No	Sets the batch size for processing content documents, improving the efficiency of content handling in large volumes.
Cycle Plan Target Merge	Decimal	False	No	Enables merging of cycle plan targets, optimizing how targets are grouped or combined for better tracking and analysis.
Department Class Type	String	False	No	Defines the department classification type used in the system, organizing content and data by departmental structure.
Disable JSSDK	Decimal	False	No	Disables the JavaScript Software Development Kit (JSSDK) functionality, preventing certain interactive features from being used.
Enable Approved WeChat	Decimal	False	No	Enables the integration of approved WeChat functionality, allowing communication and interactions through the platform.
Enable Content Forward	Decimal	False	No	Activates the ability to forward content, enabling users to share marketing or communication materials.
Enable Manager Territory	Decimal	False	No	Enables the territory management functionality for managers, ensuring that they can oversee and control the distribution of resources.
Feedback List Fields	String	False	No	Defines the fields displayed in the feedback list, customizing how feedback is shown to users.
List View Length Limit	String	False	No	Specifies the maximum length for list views, limiting the number of entries shown for better navigation and performance.
Message Limitation	String	False	No	Sets the limit for messages, controlling how much content can be included in a message.
New Territory Cache	Decimal	False	No	Activates the cache for new territories, improving performance by storing and accessing territory data efficiently.
Product Content Recipient Field	String	False	No	Defines the fields used for product content recipient information, ensuring proper targeting of marketing materials.
Professional Record Type	String	False	No	Specifies the professional record type associated with the content or activity, categorizing interactions based on professional classification.
QR Code Based URL	String	False	No	Generates a URL based on QR code data, allowing users to access content through scanned QR codes.
Report Display Field	String	False	No	Defines the fields displayed in reports, allowing users to customize the data they see in reporting views.
Template Display Field	String	False	No	Specifies the fields shown in template views, customizing how templates are presented to users.
WeChat CRM base URL	String	False	No	Specifies the base URL for the WeChat CRM integration, linking the system to WeChat's CRM platform.
Application Profile	String	False	No	Defines the application profile associated with the record, specifying the configuration settings for the application.

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MyInsightsData

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the record, used to track and reference the entry in the system.
MyInsights Data Type	String	True	No	Specifies the type of data being managed within MyInsights, helping categorize the data for relevant processing and usage.
Global ID	String	True	No	A globally unique identifier for the record, ensuring consistent identification across different systems and platforms.
Link	String	False	No	A URL or hyperlink that provides access to the record or related resources, enabling external navigation or reference.
MyInsights_Data	String	True	No	The name or title of the MyInsights data, providing a label that identifies and describes the content or purpose of the data.
Status	String	False	No	The current status of the record, such as 'Active', 'Inactive', or 'Pending', indicating its processing or availability state.
Created By	String	True	No	The user or system that initially created the record, ensuring traceability of its origin.
Created Date	Datetime	True	No	The timestamp when the record was created, indicating when it was entered into the system.
Last Modified By	String	True	No	The user or system that last modified the record, ensuring accountability for changes made to the record.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the record, reflecting the most recent update.
Mobile ID	String	False	No	A unique identifier for the mobile device associated with the record, helping to track data usage or access on mobile platforms.
Created In	String	False	No	Specifies the location or environment (such as a specific HTML report) where the data was originally created, providing context for the record's source.
MyInsights Modified By	String	False	No	The user or system that last modified the MyInsights data, ensuring accountability for updates within the MyInsights platform.
Owner	String	False	No	The ID of the user or group who owns the record, ensuring accountability and access control.
Legacy CRM Id	String	False	No	The identifier for the record in the legacy CRM system, facilitating migration or integration with older CRM platforms.

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MySetupProducts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the record, used to track and reference the entry within the system.
Global ID	String	True	No	A globally unique identifier assigned to the record, ensuring consistency and easy reference across different systems.
Link	String	False	No	A URL or hyperlink that provides access to the record or related content, facilitating external navigation.
My Setup Products Name	String	False	No	The name of the product associated with this setup, helping to identify the product in context.
Status	String	False	No	The current status of the setup product, such as 'Active', 'Inactive', or 'Pending', reflecting its state.
Created By	String	True	No	The user or system that initially created the record, allowing tracking of the origin of the setup.
Created Date	Datetime	True	No	The timestamp when the record was created, indicating when it was entered into the system.
Last Modified By	String	True	No	The user or system responsible for the last modification made to the record, ensuring accountability for changes.
Last Modified Date	Datetime	True	No	The timestamp of the most recent modification to the record, providing an audit trail of updates.
Favorite	Bool	False	No	A boolean value indicating whether the product is marked as a favorite, offering quick access or priority.
Master Align Key	String	False	No	A key used to align the product setup with other records, facilitating integration and consistency across related data.
Product	String	False	No	The specific product associated with this setup, identifying the item being managed or tracked.
Owner	String	False	No	The user or entity responsible for managing or overseeing the product setup, ensuring accountability.
Legacy CRM Id	String	False	No	The identifier for the record in the legacy CRM system, aiding in migration or integration with older systems.

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NetworkMappings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the record, used to track and reference the entry within the system.
Global ID	String	True	No	A globally unique identifier assigned to the record, ensuring consistency and easy reference across different systems.
Link	String	False	No	A URL or hyperlink that provides access to the record or related content, facilitating external navigation.
Mapping Name	String	False	No	The name of the mapping, used to identify the specific configuration or setup associated with this record.
Status	String	False	No	The current status of the mapping, such as 'Active', 'Inactive', or 'Pending', reflecting its operational state.
Created By	String	True	No	The user or system that initially created the record, helping to trace the origin of the mapping setup.
Created Date	Datetime	True	No	The timestamp when the record was created, providing a historical reference for when the mapping was first entered into the system.
Last Modified By	String	True	No	The user or system responsible for the most recent modification to the record, indicating accountability for changes.
Last Modified Date	Datetime	True	No	The timestamp of the most recent modification to the record, allowing for an audit trail of updates.
Active	Bool	False	No	A boolean value indicating whether the mapping is currently active or inactive, dictating its use within the system.
Country	String	False	No	The country associated with the mapping, specifying the geographical scope or relevance of the record.
Description	String	False	No	A textual description providing additional details or context about the mapping, helping users understand its purpose.
External ID	String	False	No	An external identifier for the record, used to correlate this mapping with external systems or databases.
Last Used Datetime	Datetime	False	No	The timestamp when the mapping was last used, offering insight into its recent activity or relevance.
Unique Key	String	False	No	A unique key that distinguishes this mapping from others, ensuring that each record is identifiable and non-duplicative.
Validation Notes	String	False	No	Notes regarding the validation status of the mapping, providing additional context or information about its verification process.
Validation Status	String	False	No	The status of the validation process for the mapping, indicating whether it has been successfully validated or requires attention.
Owner	String	False	No	The user or entity responsible for managing or overseeing the mapping, ensuring accountability for its accuracy and usage.
Legacy CRM Id	String	False	No	The identifier for the record in the legacy CRM system, aiding in migration or integration with older systems.

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NetworkObjectMappings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier assigned to the record in the system for internal tracking and reference.
Global ID	String	True	No	A globally unique identifier that ensures consistency and easy identification across different systems.
Link	String	False	No	A URL or hyperlink that directs users to the record or related content for easy access and navigation.
Object Mapping ID	String	True	No	The identifier for the mapping of the object, allowing the system to relate this record to other objects.
Status	String	False	No	The current status of the object mapping, such as 'Active', 'Inactive', or 'Pending', indicating its operational state.
Created By	String	True	No	The user or system that created the record, providing accountability for its origin.
Created Date	Datetime	True	No	The date and time when the record was first created, offering a historical reference for when the mapping was introduced.
Last Modified By	String	True	No	The user or system responsible for the most recent modification to the record, ensuring accountability for changes.
Last Modified Date	Datetime	True	No	The date and time when the record was last updated, providing an audit trail of changes.
CRM Object API Name	String	False	No	The API name of the CRM object being mapped, specifying which CRM object this record is related to.
External ID API Name	String	False	No	The API name used for referencing the external ID, ensuring consistency when integrating with external systems.
External ID	String	False	No	An identifier used in external systems to correlate this mapping with external records or data.
Network Object API Name	String	False	No	The API name for the network object associated with the record, specifying the related network structure.
Person Account	Bool	False	No	A boolean indicating whether the record is associated with a person account, providing details for individual-level mappings.
Unique Key	String	False	No	A unique key that distinguishes this mapping from others, ensuring that each record is identifiable and non-duplicative.
Validation Notes	String	False	No	Notes regarding the validation status of the object mapping, offering additional context on the validation process.
Validation Status	String	False	No	The status of the validation for this object mapping, indicating whether the mapping has been validated or requires further checks.
Network Mapping	String	False	No	The specific network mapping this record belongs to, linking it to a broader network structure or configuration.
Legacy CRM Id	String	False	No	The identifier from the legacy CRM system, used for migration or integration with older systems.

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NetworkSettings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the record within the system, used for referencing and indexing.
Global ID	String	True	No	A globally unique identifier assigned to the record, ensuring consistency across different systems.
Link	String	False	No	A hyperlink pointing to the record or associated content, allowing for quick access.
Name	String	False	No	The name or title of the record, representing the primary identifier for the object.
Status	String	False	No	The current operational status of the record, such as 'Active', 'Inactive', or 'Pending', indicating its state.
Created By	String	True	No	The user or system responsible for creating the record, providing traceability of the source.
Created Date	Datetime	True	No	The timestamp of when the record was initially created, providing historical context.
Last Modified By	String	True	No	The user or system responsible for the most recent modification, ensuring accountability for changes.
Last Modified Date	Datetime	True	No	The timestamp of when the record was last updated, offering a time reference for modifications.
Account Preview During Creation	Decimal	False	No	A flag indicating whether the account preview feature is enabled during account creation, controlling visibility.
ACTIVATE NETWORK ACCOUNT SEARCH	Bool	False	No	A boolean flag to activate or deactivate the network account search functionality, affecting user accessibility.
Add Parent Accounts to Territory	Decimal	False	No	A setting that determines whether parent accounts should be included when assigning territories, ensuring proper alignment.
Allowed Relationship Types	String	False	No	A list of permissible relationship types that can be established between accounts, defining the structure of account interactions.
CRM Managed Account Types	String	False	No	The types of accounts managed within the CRM system, defining the scope of account classifications.
Display Parent HCO Names in NAS	Decimal	False	No	A setting that controls the visibility of parent Healthcare Organization (HCO) names in the Network Account System (NAS).
Filter Inactive Network Records	Decimal	False	No	A flag to enable or disable filtering of inactive network records, ensuring only active records are shown in relevant queries.
HCO Active Statuses	String	False	No	A list of active statuses for HCOs, helping identify operational or inactive states.
HCP Active Statuses	String	False	No	A list of active statuses for Healthcare Providers (HCPs), used for determining their current status in the network.
NAS Business Result Fields	String	False	No	The fields in the NAS that contain business result data, providing essential information for business decision-making.
NAS Filters	String	False	No	A set of filters applied within the NAS to narrow down search results, enhancing user experience and data retrieval accuracy.
NAS Location Auto Population	Decimal	False	No	A feature that automatically populates location fields in the NAS based on available data, reducing manual input.
NAS Person Result Fields	String	False	No	Fields in the NAS that contain personal result data, essential for profiling and tracking individual results.
Network Address Deletion Process	Decimal	False	No	A process that handles the deletion of network addresses, ensuring that obsolete addresses are removed from the system.
Network Customer Master Mode	Decimal	False	No	A mode setting that controls the primary management of network customer data, ensuring proper categorization and handling.
Network Integration Process Interval	Decimal	False	No	The interval time between network data integration processes, impacting the frequency and efficiency of data synchronization.
NETWORK_NAW_ASSIGN_ALL_TERR	Bool	False	No	A boolean flag indicating whether all territories should be automatically assigned during the Network Account Workflow (NAW).
Network Unverified Account Types	String	False	No	A list of account types in the network that are currently unverified, helping identify potential issues in account validation.
Support Network Address Inheritance	Decimal	False	No	A setting that supports the inheritance of network addresses across related accounts, ensuring consistent address management.
Third Party Managed Account Types	String	False	No	The types of accounts managed by third parties, specifying the external entities involved in account management.
Network Managed Account Identifier	Decimal	False	No	An identifier for accounts managed within the network, used to track and differentiate network-managed accounts.
Setup Owner ID	String	False	No	The identifier for the owner or administrator responsible for the setup and configuration of the network account.
Security Profile	String	False	No	The security profile associated with the account, determining access permissions and restrictions for the user or entity.
Legacy CRM Id	String	False	No	The identifier from the legacy CRM system, useful for data migration or integration with older systems.
Default HCP Account Type	String	False	No	The default account type for HCPs, ensuring consistency in account classification.
Default HCO Account Type	String	False	No	The default account type for HCOs, providing a standardized categorization of organizations.
Application Profile	String	False	No	The profile associated with the application, which governs the functionality and settings specific to the application's operation.

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Opportunities

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the opportunity record within the system, used for referencing and indexing.
Opportunity Type	String	True	No	The type or category of the opportunity, such as 'New Business', 'Renewal', or 'Upsell', helping to classify the nature of the opportunity.
Global ID	String	True	No	A globally unique identifier assigned to the opportunity, ensuring consistency and uniqueness across different systems.
Link	String	False	No	A hyperlink that points to the opportunity record or related content, providing quick access to more detailed information.
Opportunity Name	String	False	No	The name or title of the opportunity, used as the primary identifier for the opportunity in user-facing interfaces.
Status	String	True	No	The current status of the opportunity, such as 'Open', 'Closed-Won', or 'Closed-Lost', indicating its current progress or outcome.
Created By	String	True	No	The user or system responsible for creating the opportunity record, ensuring traceability and accountability.
Created Date	Datetime	True	No	The timestamp when the opportunity was created, offering historical context for the record.
Last Modified By	String	True	No	The user or system that last modified the opportunity record, helping track changes and updates.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the opportunity, providing a reference point for recent changes.
Lifecycle	String	True	No	The overall lifecycle stage of the opportunity, such as 'Prospecting', 'Negotiation', or 'Closed', reflecting its current position in the sales process.
Lifecycle State	String	True	No	The specific state within the lifecycle of the opportunity, such as 'Qualified', 'In Progress', or 'Won', showing more granular progress.
Lifecycle State Stage ID	String	True	No	A unique identifier for the stage within the lifecycle state, used to reference specific points in the opportunity's progress.
Lifecycle Stage	String	True	No	The broader stage of the lifecycle, such as 'Initial Contact', 'Proposal', or 'Negotiation', categorizing the opportunity's major phases.
Account	String	False	No	The name or identifier of the account associated with the opportunity, linking the opportunity to the relevant organization.
Account Plan	String	False	No	The specific account plan associated with the opportunity, outlining strategies or actions for the account's growth or engagement.
Address	String	False	No	The address related to the opportunity, potentially the account's location or the location of the business interaction.
Close Date	Date	False	No	The estimated or actual date when the opportunity is expected to close, representing the final stage of the sales process.
Person	String	False	No	The primary individual contact associated with the opportunity, typically the decision-maker or point of contact for the account.
Country	String	False	No	The country associated with the opportunity, which could represent the location of the account or the market region for the sale.
External ID	String	False	No	A unique identifier from an external system, used for integration or referencing the opportunity in other databases or platforms.
Lost to (Competitor)	String	False	No	The competitor to whom the opportunity was lost, providing insights into competitive positioning and areas for improvement.
Lost to (Product)	String	False	No	The product or solution that caused the loss of the opportunity, offering data on product competitiveness and customer preferences.
Mobile ID	String	False	No	A unique identifier for the mobile device used for accessing or interacting with the opportunity record, helpful for tracking mobile engagement.
Notes	String	False	No	Additional comments or notes regarding the opportunity, providing further context or details not captured in other fields.
Owner	String	False	No	The user or team responsible for managing the opportunity, ensuring accountability and proper management throughout its lifecycle.
Probability	Double	False	No	The likelihood, expressed as a percentage, of the opportunity being closed successfully, aiding in forecasting and prioritization.
Product	String	False	No	The product or products associated with the opportunity, representing what is being offered to the customer.
Reason Lost	String	False	No	The reason why the opportunity was lost, which can be used for analysis to improve future opportunities and strategies.
Source	String	False	No	The origin of the opportunity, such as 'Referral', 'Cold Call', or 'Web Inquiry', helping to track the effectiveness of lead generation channels.
Start Date	Date	False	No	The date when the opportunity was first identified or entered into the system, marking the start of the sales cycle.
Territory	String	False	No	The sales territory associated with the opportunity, determining the geographical or organizational area responsible for the opportunity.
Total Amount	Decimal	False	No	The total monetary value of the opportunity, representing the full potential revenue from the sale if successfully closed.
Total Amount Corp	Decimal	True	No	The total monetary value of the opportunity as recorded in the corporate accounting system, which may be subject to currency or exchange rate adjustments.
Local Currency	String	False	No	The currency in which the opportunity's total amount is expressed, important for multi-currency organizations or global sales.
Total Quantity	Decimal	False	No	The total quantity of products or services associated with the opportunity, used for tracking volume-based sales.
Days Open	Decimal	True	No	The number of days the opportunity has been open, providing an indicator of the sales cycle length and the time it has been in progress.
Weighted Amount	Decimal	True	No	The weighted value of the opportunity, adjusted based on the probability of closing, helping to forecast potential revenue.
Previous State	String	False	No	The prior lifecycle state of the opportunity, useful for tracking changes in status and understanding the opportunity's journey.
Campaign	String	False	No	The marketing or sales campaign that the opportunity is associated with, used to track the effectiveness of targeted initiatives.

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OpportunityCompetitors

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the opportunity competitor record, used for referencing and indexing the record.
Opportunity Competitor Type	String	True	No	The type or category of the competitor associated with the opportunity, such as 'Direct Competitor' or 'Substitute Product', helping to categorize competitors.
Global ID	String	True	No	A globally unique identifier assigned to the opportunity competitor, ensuring consistency and uniqueness across different systems.
Link	String	False	No	A hyperlink that points to the opportunity competitor record or related content, providing quick access to more detailed information.
Opportunity Competitor Name	String	True	No	The name of the competitor associated with the opportunity, typically the company or brand competing for the same opportunity.
Status	String	False	No	The current status of the opportunity competitor, such as 'Active', 'Inactive', or 'Lost', indicating its current role or impact in the opportunity.
Created By	String	True	No	The user or system responsible for creating the opportunity competitor record, ensuring traceability and accountability.
Created Date	Datetime	True	No	The timestamp when the opportunity competitor was created, providing a historical reference for the record.
Last Modified By	String	True	No	The user or system that last modified the opportunity competitor record, helping track changes and updates.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the opportunity competitor record, offering a reference point for recent changes.
Competitor	String	False	No	The name or identifier of the competitor company or entity associated with the opportunity, indicating which competitor is involved.
Mobile ID	String	False	No	A unique identifier for the mobile device used for accessing or interacting with the opportunity competitor record, helping track mobile engagement.
Notes	String	False	No	Additional comments or notes regarding the opportunity competitor, providing further context or details not captured in other fields.
Opportunity	String	False	No	The opportunity that this competitor is associated with, linking the competitor directly to the relevant sales or business opportunity.
Product	String	False	No	The specific product or solution offered by the competitor, indicating the competitive landscape and what is being pitched against the opportunity's offering.

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OpportunityLines

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the opportunity line record, used to reference and index the individual opportunity line within the system.
Opportunity Line Type	String	True	No	The classification or category of the opportunity line, which helps distinguish between different types of lines such as 'Product', 'Service', or 'Discount'.
Global ID	String	True	No	A globally unique identifier assigned to the opportunity line, ensuring consistency and uniqueness across different systems or databases.
Link	String	False	No	A hyperlink that points to the opportunity line or related content, providing direct access to more detailed information for the record.
Opportunity Line Name	String	True	No	The name or identifier given to the opportunity line, typically used to describe the product or service associated with the opportunity.
Status	String	False	No	The current status of the opportunity line, such as 'Active', 'Closed', or 'Pending', indicating the line's current role or progress in the opportunity.
Created By	String	True	No	The user or system responsible for creating the opportunity line record, ensuring accountability and traceability of who initiated the line item.
Created Date	Datetime	True	No	The timestamp when the opportunity line was created, providing a reference point for the creation of this record.
Last Modified By	String	True	No	The user or system that last modified the opportunity line record, allowing tracking of changes and updates to the line item.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the opportunity line record, providing an audit trail for when changes were made.
Line Discount	Double	False	No	The discount applied to the opportunity line, represented as a percentage or fixed amount, impacting the final sale price of the product or service.
List Price	Decimal	False	No	The original price of the product or service before any discounts or adjustments, representing the full retail price in the system.
List Price Corp	Decimal	True	No	The list price of the product or service for corporate accounting purposes, potentially reflecting a different pricing structure for internal use.
Local Currency	String	False	No	The currency used for the opportunity line's pricing, typically based on the geographical location of the sale or customer.
Net Amount	Decimal	False	No	The final amount after discounts and adjustments are applied to the opportunity line, representing the actual price to be paid for the product or service.
Net Amount Corp	Decimal	True	No	The net amount after corporate pricing adjustments and discounts, calculated for internal accounting or financial reporting purposes.
Net Price	Decimal	False	No	The final price of the product or service, including applicable discounts or adjustments, representing the price before any taxes or other charges.
Net Price Corp	Decimal	True	No	The final net price for corporate customers, reflecting any internal pricing structures or special corporate discounts.
Opportunity	String	False	No	The opportunity associated with this specific line, linking the product or service to the larger sales opportunity and tracking progress.
Product	String	False	No	The product or service offered in this opportunity line, identifying the specific item being sold.
Quantity	Decimal	False	No	The quantity of the product or service being sold in this opportunity line, representing the volume or amount of the item in the sale.
Product Identifier	String	True	No	A unique identifier for the product associated with the opportunity line, ensuring that the correct product is linked to the sale.
Mobile ID	String	False	No	A unique identifier for the mobile device associated with accessing or interacting with the opportunity line, tracking mobile engagement.

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OpportunityTeamMembers

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the opportunity team member record, used to reference and index the team member within the system.
Opportunity Team Member Type	String	True	No	The type or category of the team member in the context of the opportunity, such as 'Sales', 'Manager', 'Support', or 'Partner', which helps define their role and involvement.
Global ID	String	True	No	A globally unique identifier assigned to the opportunity team member, ensuring consistency and uniqueness across different systems or databases.
Link	String	False	No	A hyperlink that directs to the opportunity team member's details or related content, allowing for easy access to more comprehensive information about their involvement.
Opportunity Team Member Name	String	True	No	The name of the individual or group serving as a team member for the opportunity, typically used to track and identify the person responsible.
Status	String	False	No	The current status of the opportunity team member, such as 'Active', 'Inactive', or 'Assigned', reflecting their engagement in the opportunity.
Created By	String	True	No	The user or system responsible for creating the opportunity team member record, ensuring accountability and traceability for the initiation of the team member's involvement.
Created Date	Datetime	True	No	The timestamp when the opportunity team member record was created, providing a reference point for the initiation of their role in the opportunity.
Last Modified By	String	True	No	The user or system that last modified the opportunity team member record, allowing tracking of changes or updates made to the team member's status or role.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the opportunity team member record, providing an audit trail for when changes occurred.
Mobile ID	String	False	No	A unique identifier for the mobile device associated with the team member's interactions or access to the opportunity data, tracking mobile engagement.
Opportunity	String	False	No	The opportunity associated with this team member, linking their role and actions to the larger sales or business opportunity being tracked.
Role	String	False	No	The specific role or function the team member plays in the opportunity, such as 'Lead', 'Support', 'Coordinator', or 'Manager', indicating their responsibilities.
User	String	False	No	The user ID or name associated with this team member, linking the individual to their user account or profile within the system.

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OrderCampaigns

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for the order campaign, used to reference and manage the specific campaign record within the system.
Global ID	String	True	No	A globally unique identifier assigned to the order campaign to ensure consistency and uniqueness across different systems or databases.
Link	String	False	No	A hyperlink pointing to the order campaign's details or related content, allowing users to easily navigate to additional information about the campaign.
Order Campaign Name	String	False	No	The name of the order campaign, typically used to track and identify the campaign in the system and in reporting.
Status	String	False	No	The current status of the order campaign, such as 'Active', 'Inactive', or 'Completed', indicating the campaign's progress or phase.
Created By	String	True	No	The user or system responsible for creating the order campaign record, ensuring accountability for the initiation of the campaign.
Created Date	Datetime	True	No	The timestamp when the order campaign record was created, providing a reference point for the start of the campaign.
Last Modified By	String	True	No	The user or system that last modified the order campaign record, helping track any changes made after the initial creation.
Last Modified Date	Datetime	True	No	The timestamp of the last modification made to the order campaign record, allowing for audit trails and change tracking.
Account Group	String	False	No	The group or category of accounts associated with the order campaign, typically used to define a targeted audience for the campaign.
Account Type	String	False	No	The type of accounts participating in the order campaign, such as 'Customer', 'Prospective', 'Partner', helping differentiate between different types of accounts involved.
Active	Bool	False	No	Indicates whether the order campaign is currently active or not. A value of 'true' means the campaign is active, and 'false' means it is inactive.
Default	Bool	False	No	Indicates whether this order campaign is the default one for a particular process or group. A value of 'true' designates it as the default.
Description	String	False	No	A detailed description of the order campaign, providing context, objectives, or any other relevant information about the campaign's purpose.
End Date	Date	False	No	The date when the order campaign is scheduled to end. This helps in planning and reporting, indicating the campaign's timeline.
Order Campaign Bound	Bool	False	No	Indicates whether the order campaign is bound or associated with a particular process or order type. A value of 'true' indicates it is bound.
Order Record Type	String	False	No	The type of order record that this campaign relates to, such as 'Sales', 'Return', or 'Exchange', helping categorize the orders associated with the campaign.
Start Date	Date	False	No	The date when the order campaign is scheduled to start. This is important for campaign planning and scheduling.
Owner	String	False	No	The user or account ID responsible for overseeing or managing the order campaign, typically linked to the person or team accountable for the campaign's success.
Legacy CRM Id	String	False	No	The identifier from the legacy CRM system, used to link and migrate historical data into the current system.

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Orders

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	A unique identifier for each order in the system, used for referencing and managing the order record.
Order Type	String	True	No	The type of the order, which can indicate different categories or classifications of orders within the system. This could represent various order types such as 'Standard', 'Rush', or 'Backorder', and is used for managing and processing orders based on their classification.
Global ID	String	True	No	A globally unique identifier for the order, ensuring it can be referenced across different systems and databases.
Link	String	False	No	A hyperlink pointing to the order's detailed page or related resources for easier access and navigation.
Order Name	String	True	No	The name assigned to the order, typically used for tracking, reporting, and identifying the order within the system.
Status	String	True	No	The current status of the order, such as 'Pending', 'Shipped', 'Delivered', or 'Cancelled', indicating its progress in the order fulfillment cycle.
Created By	String	True	No	The user or system responsible for creating the order, providing accountability for its initiation.
Created Date	Datetime	True	No	The date and time when the order was first created in the system, used to track the order's entry into the system.
Last Modified By	String	True	No	The user or system that last modified the order record, tracking changes and updates made after its creation.
Last Modified Date	Datetime	True	No	The date and time when the order was last modified, helping to track the most recent updates.
Account Group	String	False	No	The group to which the associated account belongs, used for segmentation and managing customer or partner relationships.
Account ID	String	False	No	A unique identifier for the account placing the order, used to link the order to the specific account in the system.
Account Name	String	False	No	The name of the account that placed the order, providing context for customer identification and order tracking.
Approval Status	String	False	No	The status indicating whether the order has been approved, pending approval, or rejected, used for internal process management.
Best Discount Rule	String	False	No	The rule that determines the best discount for the order, ensuring the customer receives the most favorable discount available based on predefined criteria.
Billing Address Line 1	String	False	No	The first line of the billing address, providing the main street or location for invoice delivery.
Billing Address Line 2	String	False	No	The second line of the billing address, used to provide additional address information such as apartment numbers or building details.
Billing City	String	False	No	The city where the billing address is located, helping to direct invoices to the correct geographical location.
Billing Contact	String	False	No	The contact person at the billing address, typically the individual responsible for handling billing inquiries or issues.
Billing Country	String	False	No	The country associated with the billing address, important for managing international shipping or billing.
Billing Postal Code 4	String	False	No	The first part of the postal code for the billing address, typically used in certain countries for more granular address identification.
Billing Postal Code	String	False	No	The full postal code for the billing address, used to pinpoint the exact location of the billing address.
Billing State	String	False	No	The state or province within the billing address, providing further specificity for address validation and shipping.
DateTime	Datetime	False	No	The exact timestamp when the order was recorded, marking the time when key actions or transactions related to the order occurred.
Delivery Date	Date	False	No	The planned date for delivering the order to the customer, providing expectations for delivery.
Delivery Order Warning	String	False	No	Any warnings or notes related to the delivery order, such as issues with shipping or stock availability that could delay the delivery.
Delivery Order	Bool	False	No	Indicates whether the order is associated with delivery. A value of 'true' signifies that the order is specifically for delivery.
Delivery Payment Rule	String	False	No	The rules governing how the delivery costs are handled in the order, such as 'Prepaid' or 'Cash on Delivery'.
Delivery Payment	String	False	No	The payment method applied to the delivery portion of the order, indicating how the delivery will be paid for (for example, 'Paid in advance').
Delivery Rank	String	False	No	The rank or priority assigned to the delivery for scheduling purposes, used to manage delivery sequences.
Disclaimer	String	False	No	A legal disclaimer associated with the order, providing important terms and conditions regarding the order's processing or fulfillment.
Entity Reference Id	String	False	No	An identifier linking the order to related entities or systems, allowing for easy cross-referencing between records.
Last Inventory Monitoring Date	Date	False	No	The most recent date on which the inventory for this order was checked or updated, ensuring stock levels are accurate.
Lock	Bool	False	No	Indicates whether the order is locked for editing. A value of 'true' prevents further modifications to the order.
Master Order	Bool	False	No	Indicates whether this order is a master order in a series of related orders, with 'true' identifying it as the primary order.
Mobile Created Datetime	Datetime	False	No	The date and time when the order was created via a mobile platform, indicating that the order was placed through a mobile interface.
Mobile ID	String	False	No	A unique identifier for the mobile device used to place the order, helping track orders originating from specific devices.
Mobile Last Modified Datetime	Datetime	False	No	The date and time when the order was last modified via a mobile device, allowing for tracking of mobile-based updates.
Notes	String	False	No	Additional comments or information related to the order, often used for special instructions or clarifications during fulfillment.
Order Date	Date	False	No	The date when the order was officially placed by the customer, used for record-keeping and tracking purposes.
Order Discount Rule	Double	False	No	The discount rule applied to the order, specifying how the discount is calculated based on the order's total or conditions.
Order Discount	Double	False	No	The total amount of discount applied to the order, representing the reduction in price after applying the order discount rule.
Order Free Goods	Decimal	False	No	The value of any free goods included in the order as part of promotions or discounts.
Order List Amount	Decimal	False	No	The full list price of the items ordered before applying any discounts, representing the total retail price.
Order List Amount Corp	Decimal	True	No	The full list price of the items in the order in corporate currency, used for reporting in corporate financial systems.
Local Currency	String	False	No	The currency used for the order, reflecting the local currency in which the customer pays.
Order Net Amount Rule	Decimal	False	No	The net amount rule applied to the order, determining how the final amount due is calculated after applying discounts and adjustments.
Order Net Amount Rule Corp	Decimal	True	No	The net amount rule applied to the order in corporate currency, used for corporate accounting or reporting.
Order Net Amount	Decimal	False	No	The final amount due for the order after discounts, taxes, and other adjustments have been applied.
Order Net Amount Corp	Decimal	True	No	The final amount due for the order in corporate currency, ensuring consistency across global operations.
Order Total Discount	Double	False	No	The total discount applied to the entire order, accounting for all applicable discounts and promotional offers.
Order Total Profit	Decimal	False	No	The total profit from the order, calculated by subtracting the cost of goods sold from the order's revenue.
Order Total Profit Corp	Decimal	True	No	The total profit from the order in corporate currency, used for financial reporting in global currency.
Order Total Quantity	Decimal	False	No	The total quantity of items in the order, reflecting the total volume or number of products being ordered.
Override Lock	Bool	False	No	Indicates whether the order's lock can be overridden for further modifications. A value of 'true' allows the order to be unlocked.
Payment Rule	String	False	No	The payment terms and rules applied to the order, such as 'Prepaid', 'Net 30', or 'Cash on Delivery'.
Payment	String	False	No	The specific payment method used for the order, detailing how the customer has paid or will pay for the order.
Receipt Email Address	String	False	No	The email address where the order receipt will be sent, used for customer communication and record-keeping.
Request Receipt	Bool	False	No	Indicates whether the customer has requested a receipt for the order. A value of 'true' indicates that the customer wants a receipt.
Ship Address Line 1	String	False	No	The first line of the shipping address, used to specify the street address where the order will be delivered.
Ship Address Line 2	String	False	No	The second line of the shipping address, used for apartment or unit numbers when needed.
Ship City	String	False	No	The city where the order will be shipped, providing geographic location for delivery.
Ship Country	String	False	No	The country to which the order will be shipped, helping to manage international shipping logistics.
Ship Postal Code 4	String	False	No	The first part of the postal code for the shipping address, typically used for more specific regional sorting.
Ship Postal Code	String	False	No	The full postal code for the shipping address, helping to direct the delivery to the correct location.
Ship State	String	False	No	The state or province of the shipping address, used to define the geographic area for delivery.
Signature Date	Datetime	False	No	The date on which the customer signs to confirm receipt or acceptance of the order.
Signature	String	False	No	The signature of the customer or representative acknowledging the order, used as proof of receipt or agreement.
Order Status	String	False	No	The overall status of the order, indicating whether it is 'Pending', 'Completed', 'Shipped', or 'Cancelled'.
Warning	String	False	No	Any warnings associated with the order, such as potential delays, pricing issues, or shipping constraints.
Wholesaler Priority	String	False	No	The priority level given to wholesalers in processing the order, indicating the order fulfillment priority.
Account	String	False	No	The account placing the order, linking the order to the specific customer or company placing the order.
Assortment	String	False	No	The assortment of products included in the order, describing the variety or categories of items being purchased.
Call	String	False	No	The associated call or conversation related to the order, used for tracking customer service or sales interactions.
Contract	String	False	No	The contract associated with the order, referencing any terms, conditions, or agreements tied to the order.
Delivery Location	String	False	No	The specific location where the order is to be delivered, used for managing delivery logistics.
Last Inventory Monitoring	String	False	No	The most recent inventory check related to the order, tracking stock levels and availability.
Order Campaign	String	False	No	The campaign associated with the order, used for tracking orders related to specific marketing efforts or initiatives.
Parent Order	String	False	No	The parent order in cases where multiple orders are grouped together, helping to track larger transactions or shipments.
Payer	String	False	No	The party responsible for paying for the order, often different from the account placing the order.
Price Book	String	False	No	The price book used for calculating the prices of the items in the order, based on agreed pricing terms.
Wholesaler Partner	String	False	No	The wholesaler partner associated with fulfilling the order, used to track the relationship for supply chain management.
Wholesaler	String	False	No	The wholesaler fulfilling the order, identifying the source of the products in the order.
Owner	String	False	No	The individual or account responsible for managing or overseeing the order's completion.
List Amount	Decimal	False	No	The total list price for all items in the order before any discounts or adjustments.
List Amount Corp	Decimal	True	No	The total list price for all items in the order in corporate currency, used for global reporting.
Net Amount	Decimal	False	No	The final amount due for the order after all discounts and adjustments have been applied.
Net Amount Corp	Decimal	True	No	The final amount due for the order in corporate currency, ensuring consistency across global operations.
Ship To Address Text	String	True	No	The full shipping address for the order, including all necessary address details for accurate delivery.
Total Discount	Double	True	No	The total discount applied to the order, reflecting the sum of all discounts across items and shipping.
Legacy CRM Id	String	False	No	The identifier for the order in the legacy CRM system, used to maintain consistency across different systems.
Billing Address	String	False	No	The billing address for the order, where invoices and payment information are sent.
Ship To Address	String	False	No	The shipping address for the order, specifying where the products are delivered.
Delivery Discount Applied	Bool	False	No	Indicates whether a delivery discount has been applied to the order.
Delivery Discounted Quantity	Decimal	False	No	The quantity of items eligible for a delivery discount.
Order Combined Net Amount	Decimal	False	No	The total net amount of the order, including all components, taxes, and delivery fees.
Order Combined Net Amount Corp	Decimal	True	No	The total net amount in corporate currency, used for financial reporting.
Order Combined Total Discount	Double	False	No	The combined discount for the entire order, including both product and delivery discounts.
Order Delivery Discount Value	Decimal	False	No	The total value of the delivery discount applied to the order.
Order Delivery Discount Value Corp	Decimal	True	No	The value of the delivery discount in corporate currency.
Order Delivery Discount	Double	False	No	The overall discount applied to the delivery portion of the order.
Order Delivery List Amount	Decimal	False	No	The total list price for the delivery portion of the order.
Order Delivery List Amount Corp	Decimal	True	No	The delivery list price in corporate currency.
Order Delivery Net Amount	Decimal	False	No	The final amount for the delivery portion after applying all relevant adjustments.
Order Delivery Net Amount Corp	Decimal	True	No	The delivery net amount in corporate currency.
User Country	String	False	No	The country of the user placing the order.
Account Country	String	False	No	The country associated with the account placing the order.
Lifecycle	String	True	No	The lifecycle stage of the order, representing its current status in the order processing pipeline.
Lifecycle State	String	True	No	The specific stage within the order's lifecycle, such as 'New', 'In Progress', or 'Completed'.
Lifecycle State Stage ID	String	True	No	The unique identifier for the lifecycle stage the order is in.
Lifecycle Stage	String	True	No	The name or description of the stage the order is in, indicating the phase in the order lifecycle.

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OutboundPackages

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the outbound package type in the system. It is used to distinguish each outbound package entry.
Outbound Package Type	String	True	No	Represents the type of outbound package. This can categorize the nature or method of the outbound package, such as 'Standard', 'Express', or 'Fragile'.
Name	String	True	No	The name associated with the outbound package type. This typically describes the specific type or category of the outbound package.
Status	String	False	No	Indicates the current status of the outbound package type. It can reflect whether the package is 'Active', 'Inactive', 'Pending', or other status types.
Summary	String	False	No	A brief overview or summary description of the outbound package type, summarizing its purpose or characteristics.
Description	String	False	No	A detailed description of the outbound package type, providing more context or specific details about its function, usage, or characteristics.
Source Vault	Decimal	False	No	Represents the source vault from which the package is being sent. This refers to the location or system that holds the data or material being packaged.
Owner	String	False	No	The owner of the outbound package type, typically representing the department, team, or individual responsible for managing or handling the package.
Created By	String	True	No	The user or system that initially created the outbound package type entry.
Created Date	Datetime	True	No	The date and time when the outbound package type was first created.
Last Modified By	String	True	No	The user or system that last modified the outbound package type entry.
Last Modified Date	Datetime	True	No	The date and time when the outbound package type was last modified.
Include Vault Java SDK Code	Bool	False	No	Indicates whether Java SDK code for integrating with the vault is included with the outbound package type. A 'True' value means the code is included.
Vault Java SDK Deployment Option	String	False	No	Specifies the deployment option for the Vault Java SDK that is associated with the outbound package type. This can include options like 'Standalone', 'Embedded', or 'Integrated'.
Global ID	String	True	No	A globally unique identifier for the outbound package type, used across systems and platforms to uniquely reference the package type.
Link	String	False	No	A URL or reference link to additional information or resources related to the outbound package type.
Test Data User	String	False	No	The user associated with testing the outbound package type data. This user is responsible for validating or testing the functionality of the package type.
Target Vault	Decimal	False	No	Represents the target vault to which the outbound package type is being sent or integrated. It refers to the destination where the package data is intended to go.

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PackageClassDocumentInstances

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	The unique identifier for the record associated with the printing or packaging task. This is used to distinguish each task or entry.
Name	String	False	No	The name of the printing or packaging task, which typically provides a description or label for identifying the task.
Status	String	False	No	The current status of the task, indicating its progress or state, such as 'Pending', 'Completed', or 'In Progress'.
Created_By	String	False	No	The user or system that created the printing or packaging task. This identifies the responsible party for initiating the task.
Created_Date	Datetime	False	No	The date and time when the printing or packaging task was created in the system.
Last_Modified_By	String	False	No	The user or system that last modified the task entry, reflecting the most recent update to the task.
Last_Modified_Date	Datetime	False	No	The date and time when the printing or packaging task was last modified, indicating when the most recent change occurred.
Page_Range_End	Int	False	No	The last page number in the specified page range for the task. It defines the upper bound of pages involved in the task.
Page_Range_Start	Int	False	No	The first page number in the specified page range for the task. It defines the lower bound of pages involved in the task.
Number_of_Copies	Int	False	No	The total number of copies that need to be printed or produced for the task. This determines how many duplicates of the document or package are required.
Package_Class_Instance	String	False	No	Specifies the class or type of packaging being used for the task, which can include categories such as 'Standard' or 'Premium'.
Paper_Type	String	False	No	Indicates the type of paper or material used for printing or packaging, such as 'Glossy', 'Matte', or 'Standard'.
Printer_Tray	String	False	No	Refers to the specific tray or compartment in the printer used for holding paper during the print process. It helps designate which paper stock to use.
Manufacturing_Site	String	False	No	The location or site where the printing or packaging task is being carried out. This is typically used to identify the facility or plant.
Sequence	Int	False	No	The sequence number or position of this task relative to others in a series of tasks. This helps track the order of execution.
Document	String	False	No	The document or file being printed or processed, typically identified by its name or file reference.
Documentunbound	Int	False	No	Specifies the unbound version or instance of the document. This could refer to a version or format of the document not yet finalized or bound.

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PackageClassDocuments

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	The unique identifier for the record associated with the printing or packaging task. This ID is used to distinguish this entry from others.
Name	String	False	No	The name or title of the printing or packaging task, often providing a descriptive label for easy identification.
Status	String	False	No	The current status of the task, reflecting its progress or state, such as 'Pending', 'In Progress', or 'Completed'.
Created_By	String	False	No	The user or system responsible for creating the printing or packaging task. It tracks the initiator of the task.
Created_Date	Datetime	False	No	The date and time when the task was created in the system, providing a record of its initiation.
Last_Modified_By	String	False	No	The user or system responsible for the last modification made to the task. This shows who updated the task.
Last_Modified_Date	Datetime	False	No	The date and time when the task was last modified, indicating the most recent changes made to the task.
Default_Number_of_Copies	Int	False	No	The default number of copies to be printed or produced for the task. This value is used if no specific number is provided.
Document	String	False	No	The name or reference of the document being printed or processed. It typically corresponds to the file or content being worked on.
Documentunbound	Int	False	No	Indicates the number of unbound copies or versions of the document. This could refer to draft or non-finalized versions.
Paper_Type	String	False	No	Specifies the type of paper or material to be used for printing or packaging, such as 'Glossy', 'Matte', or 'Standard'.
Package_Class	String	False	No	The type or class of packaging being used for the task, such as 'Standard', 'Premium', or 'Custom'.
Default_Printer	String	False	No	The default printer selected for the task. It indicates the specific printer to be used for the task by default.
Sequence	Int	False	No	The sequence number indicating the order in which the task is processed. It helps organize tasks when there is a batch or series of them.

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PackageClasses

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	The unique identifier for the record associated with the manufacturing task or site. It serves as the primary key to distinguish this entry.
Name	String	False	No	The name or title of the manufacturing task, often used to identify or describe the specific production process or task.
Status	String	False	No	The current status of the manufacturing task, indicating its progress or state, such as 'Pending', 'In Progress', or 'Completed'.
Created_By	String	False	No	The user or system responsible for creating the manufacturing task or record. It shows who initiated the task.
Created_Date	Datetime	False	No	The date and time when the manufacturing task or record was created in the system, marking its initiation.
Last_Modified_By	String	False	No	The user or system responsible for the last modification made to the task or record. This shows who last updated it.
Last_Modified_Date	Datetime	False	No	The date and time when the task or record was last modified, reflecting the most recent changes or updates.
Manufacturing_Site	String	False	No	The name or identifier of the manufacturing site where the task is being carried out. It helps track the location of production.
Description	String	False	No	A brief description providing additional details about the manufacturing task, including its purpose or any other relevant information.

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PackageClassInstances

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	The unique identifier for the record, serving as the primary key to distinguish this particular manufacturing or production task.
Name	String	False	No	The name of the production task, used to describe or identify the process or product being produced.
Status	String	False	No	The current status of the production task, such as 'Pending', 'In Progress', or 'Completed', indicating its operational state.
Created_By	String	False	No	The user or system that created the production task or record. This field identifies the originator of the entry.
Created_Date	Datetime	False	No	The date and time when the production task was created, marking the start of the task in the system.
Last_Modified_By	String	False	No	The user or system that last modified the production task. It helps track who made the most recent changes.
Last_Modified_Date	Datetime	False	No	The date and time when the production task was last modified, showing when the task was last updated or adjusted.
Package_Class	String	False	No	The classification or type of package used in the production process, such as 'Standard', 'Custom', or 'Bulk'.
Process_Order_Number	String	False	No	A unique number assigned to the production process order, used to track the sequence or reference for the task.
Production_Version	String	False	No	The version or iteration of the production process or product, often used to differentiate between different versions.
Lifecycle	String	False	No	The overall lifecycle phase of the product, such as 'Planning', 'Production', 'Testing', or 'Completed'.
Lifecycle_State	String	False	No	The specific state or status within the lifecycle, such as 'In Development', 'Ready for Production', or 'Finalized'.
Batch_Number	String	False	No	The batch number associated with the production task, used to identify and track a specific batch of products during manufacturing.
Material_ID	String	False	No	The identifier for the material used in the production process, helping to track and manage inventory and materials.
Printed_On	Datetime	False	No	The date and time when the production task or batch was printed or documented, marking the physical printing of the production order.
Site	String	False	No	The site or location where the production process takes place, helping to identify the physical or organizational site of manufacturing.
Parameters	String	False	No	A list of parameters or settings used during the production process, detailing the conditions or configurations used for manufacturing.

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PackageComponents

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the record, used as a primary key to distinguish each entry in the system.
Name	String	True	No	The name of the item or record, which may represent a product, package, or component within the production or outbound logistics process.
Status	String	False	No	The current status of the record, which could represent different stages such as 'Active', 'Pending', 'Completed', or 'Archived'.
Vault Components	String	False	No	A list or reference to the components stored within the vault, associated with this record. These could be physical parts or digital items that are part of the production process.
Outbound Packages	String	False	No	A reference to the outbound packages that are associated with this record, typically for shipping or distribution purposes.
Created By	String	True	No	The user or system that originally created the record, helping to track the originator of the entry.
Created Date	Datetime	True	No	The date and time when the record was first created, marking the creation timestamp of the entry.
Last Modified By	String	True	No	The user or system that last modified the record, useful for tracking updates and changes to the entry.
Last Modified Date	Datetime	True	No	The date and time when the record was last modified, showing when it was last updated.
Global ID	String	True	No	A globally unique identifier for the record, used to ensure consistency and reference across different systems or databases.
Link	String	False	No	A hyperlink or URL related to the record, typically used to reference an external system or resource connected to the record.

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PackageDatasets

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the record, used as a primary key to distinguish each entry in the system.
Name	String	False	No	The name associated with the record, representing the specific item, product, or process being tracked.
Status	String	False	No	The current status of the record, which could represent different stages like 'Active', 'Pending', 'Completed', or 'Archived'.
Outbound Package	String	False	No	A reference to the outbound package associated with this record, typically representing a shipment or delivery container.
Dataset	String	False	No	A reference to the dataset associated with this record, which may contain related data or information linked to the record.
Created By	String	True	No	The user or system that originally created the record, helping to track the source or originator of the entry.
Created Date	Datetime	True	No	The date and time when the record was first created, marking the timestamp for the creation of the entry.
Last Modified By	String	True	No	The user or system that last modified the record, useful for tracking who made the most recent changes to the entry.
Last Modified Date	Datetime	True	No	The date and time when the record was last modified, showing the last update made to the record.
Global ID	String	True	No	A globally unique identifier for the record, ensuring consistency and reference across different systems or databases.
Link	String	False	No	A hyperlink or URL related to the record, typically used to reference an external system or resource connected to the record.

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PaperTypes

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	The unique identifier for each record in the system. It serves as the primary key for distinguishing and referencing individual entries.
Name	String	False	No	The name associated with the record. This could represent the title, label, or description of the object being tracked in the system.
Status	String	False	No	The current status of the record, indicating its condition or progress. For example, it could indicate if the record is active, pending, or completed.
Created_By	String	False	No	The user or system that created the record. This field helps in tracking the originator or source of the record in the system.
Created_Date	Datetime	False	No	The date and time when the record was initially created. It provides a timestamp indicating when the record entered the system.
Last_Modified_By	String	False	No	The user or system that last modified the record. This field is important for auditing and tracking who made the latest changes to the record.
Last_Modified_Date	Datetime	False	No	The date and time when the record was last modified. This timestamp helps identify when the last update or change occurred.

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PatientJourneys

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the patient journey record in the system, used as a primary key to track and reference individual journeys.
Patient Journey Type	String	True	No	The type of patient journey being tracked, categorizing the journey based on specific criteria such as treatment, diagnosis, or care stages.
Global ID	String	True	No	A globally unique identifier assigned to the patient journey record, typically used for integration with other systems and data sources.
Link	String	False	No	A hyperlink or URL that links to the full details of the patient journey, providing easy access to related resources or external references.
Name	String	False	No	The name or title assigned to the patient journey, which may represent a specific case, program, or study associated with the journey.
Status	String	False	No	The current status of the patient journey, such as active, completed, in-progress, or pending, indicating its progress and stage.
Created By	String	True	No	The user or system responsible for creating the patient journey record, helping track the originator for auditing and tracking purposes.
Created Date	Datetime	True	No	The date and time when the patient journey record was created, providing a timestamp for when the journey was initiated in the system.
Last Modified By	String	True	No	The user or system responsible for the last modification of the patient journey record, essential for tracking changes over time.
Last Modified Date	Datetime	True	No	The date and time when the patient journey was last modified, allowing users to see when the record was last updated or edited.
Description	String	False	No	A textual description of the patient journey, providing context or additional details to explain the record, such as the patient's experience or history.
Patient Journey Status	String	False	No	The specific status associated with the journey, indicating milestones, stages, or the overall health of the patient journey at any given point.
Legacy CRM Id	String	False	No	The identifier used in the legacy Customer Relationship Management (CRM) system to reference the patient journey, facilitating data migration or integration.
Account Plan	String	False	No	The account plan associated with the patient journey, detailing the strategies, goals, and action items related to the journey and its management.
Account	String	False	No	The account associated with the patient journey, which may represent a healthcare provider, organization, or individual managing the journey.
Product	String	False	No	The product(s) linked to the patient journey, which could include pharmaceuticals, medical devices, or treatments relevant to the patient's journey.
Owner	String	False	No	The user or system responsible for the ownership and management of the patient journey record, usually a team member or department.

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PatientJourneyStepDetails

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the patient journey step detail record, used as a primary key to track and reference individual steps within a patient's journey.
Patient Journey Step Detail Type	String	True	No	The type of the patient journey step detail, categorizing each step based on its role or function within the overall journey process, such as diagnosis, treatment, or follow-up.
Global ID	String	True	No	A globally unique identifier assigned to the patient journey step detail, ensuring consistency and integration across different systems.
Link	String	False	No	A hyperlink or URL that links to the full details of the patient journey step, providing access to more information or external resources related to the specific step.
Name	String	False	No	The name assigned to the patient journey step detail, often representing a specific action, intervention, or milestone within the patient's care or journey.
Status	String	False	No	The current status of the patient journey step, such as completed, in-progress, or pending, reflecting the progress and state of that particular step.
Created By	String	True	No	The user or system responsible for creating the patient journey step detail record, essential for auditing and tracking purposes.
Created Date	Datetime	True	No	The date and time when the patient journey step detail record was created, providing a timestamp of when the specific step was initiated.
Last Modified By	String	True	No	The user or system responsible for the last modification to the patient journey step detail record, indicating who made the latest updates.
Last Modified Date	Datetime	True	No	The date and time when the patient journey step detail was last modified, offering insight into the most recent changes to the record.
Description	String	False	No	A textual description of the patient journey step detail, providing additional context or details about the specific action or event in the patient's journey.
Patient Journey Step Detail Status	String	False	No	The specific status of the patient journey step detail, indicating its current state such as active, closed, or under review.
Legacy CRM Id	String	False	No	The identifier used in the legacy Customer Relationship Management (CRM) system to reference this specific patient journey step detail, assisting with system migration or integration.
Account Tactic	String	False	No	The strategy or tactic used for managing the account within the patient journey step, representing how account-based approaches are applied during the journey.
Account	String	False	No	The account associated with the patient journey step, which could represent a healthcare provider, department, or organization managing the specific step or phase.
Controlling Account Plan	String	False	No	The account plan that controls or influences the patient journey step detail, outlining the objectives, strategies, and actions tied to managing the account throughout the journey.
Goal	String	False	No	The goal or objective associated with the patient journey step detail, which may involve achieving specific treatment outcomes, meeting milestones, or reaching clinical targets.
Key Stakeholder	String	False	No	The key stakeholder involved in the patient journey step detail, such as a clinician, healthcare administrator, or decision-maker guiding the patient through that particular phase.
Patient Journey Step	String	False	No	The broader patient journey step that this detail is part of, categorizing which phase of the journey the detail belongs to, such as diagnosis, treatment, or follow-up care.
Plan Tactic	String	False	No	The tactic or approach used in the plan for managing this specific patient journey step, often tied to how interventions or strategies are executed during the journey.

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PatientJourneyStepPhases

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the patient journey step phase record, serving as the primary key for referencing specific phases within a patient's journey.
Patient Journey Step Phase Type	String	True	No	The type of the patient journey step phase, classifying the phase according to its role in the patient's overall care process, such as diagnostic, treatment, or recovery phase.
Global ID	String	True	No	A globally unique identifier for the patient journey step phase, ensuring consistent identification across different systems or platforms.
Link	String	False	No	A hyperlink or URL pointing to additional resources or detailed information about the patient journey step phase, providing easy access to further context or data.
Name	String	False	No	The name given to the patient journey step phase, which may describe the phase's purpose or a specific milestone in the patient's treatment or care process.
Status	String	False	No	The current status of the patient journey step phase, indicating whether it is active, completed, delayed, or pending, reflecting the phase's state in the patient's journey.
Created By	String	True	No	The individual or system responsible for creating the patient journey step phase record, crucial for tracking the origin of the data for auditing purposes.
Created Date	Datetime	True	No	The date and time when the patient journey step phase record was created, helping track the timeline of the patient's journey and when each phase began.
Last Modified By	String	True	No	The individual or system responsible for the last modification to the patient journey step phase record, providing accountability and clarity regarding updates.
Last Modified Date	Datetime	True	No	The date and time when the patient journey step phase was last modified, indicating when changes to the phase data were last made.
Description	String	False	No	A textual description of the patient journey step phase, offering detailed information about the phase's objectives, activities, or any relevant clinical milestones.
Order	Decimal	False	No	The order of the patient journey step phase in relation to other phases, indicating the sequence in which the phase occurs within the larger context of the patient's journey.
Patient Journey Step Phase Status	String	False	No	The status of the specific phase within the patient journey step, such as 'in-progress', 'completed', or 'on-hold', reflecting the current progress of that particular phase.
Legacy CRM Id	String	False	No	The identifier from the legacy Customer Relationship Management (CRM) system used to reference this patient journey step phase, useful for data migration or integration tasks.
Patient Journey	String	False	No	The patient journey associated with this step phase, linking the phase to the broader process that encompasses the patient's entire treatment and care progression.

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PatientJourneyStepRelationships

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the patient journey step relationship, serving as the primary key for referencing specific relationships between different steps within the patient's journey.
Patient Journey Step Relationship Type	String	True	No	The type of relationship between two patient journey steps, defining how one step is linked to another (for example, sequential, dependent, or alternative).
Global ID	String	True	No	A globally unique identifier for the patient journey step relationship, ensuring consistent identification across different systems or platforms.
Link	String	False	No	A hyperlink or URL pointing to additional resources or detailed information about the patient journey step relationship, facilitating further exploration or context.
Name	String	True	No	The name of the relationship between the two patient journey steps, which may describe the type of transition or interaction between them (for example, 'Referral' or 'Follow-up').
Status	String	False	No	The current status of the relationship between the two patient journey steps, indicating whether the relationship is active, completed, or pending.
Created By	String	True	No	The individual or system responsible for creating the patient journey step relationship record, providing accountability for data entry and system interactions.
Created Date	Datetime	True	No	The date and time when the patient journey step relationship was created, helping to track the timeline and history of relationships within the patient's journey.
Last Modified By	String	True	No	The individual or system responsible for the last modification to the patient journey step relationship record, allowing for tracking of updates and edits.
Last Modified Date	Datetime	True	No	The date and time when the patient journey step relationship was last modified, indicating when changes were made to the relationship's details.
Patient Journey Step Relationship Status	String	False	No	The status of the relationship between two steps within the patient journey, such as 'active', 'completed', 'on-hold', or 'canceled', reflecting the progress or state of the relationship.
Legacy CRM Id	String	False	No	The identifier from the legacy Customer Relationship Management (CRM) system used to reference this patient journey step relationship, often used during data migration or system integration.
Controlling Patient Journey	String	False	No	The patient journey that governs the relationship between the two steps, establishing the context in which the relationship exists and the overall flow of the journey.
From Step	String	False	No	The starting step in the patient journey from which the relationship originates, linking this step to another in the sequence of care or treatment.
Owner	String	False	No	The individual or entity that owns or is responsible for the patient journey step relationship, ensuring accountability and management of the relationship.
To Step	String	False	No	The destination step in the patient journey to which the relationship leads, establishing the connection between different steps and transitions in the patient's care process.

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PatientJourneySteps

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the patient journey step, which serves as the primary key for referencing specific steps within the patient's journey.
Patient Journey Step Type	String	True	No	The type of the patient journey step, categorizing it based on its function or role within the broader patient journey (for example, diagnosis, treatment, or follow-up).
Global ID	String	True	No	A globally unique identifier for the patient journey step, ensuring its consistency and uniqueness across different systems and platforms.
Link	String	False	No	A hyperlink or URL that provides access to additional resources or more detailed information related to the specific patient journey step, enabling deeper exploration.
Name	String	False	No	The name assigned to the patient journey step, which typically represents its purpose or a key event within the patient's care process (for example, 'Initial Consultation' or 'Surgery').
Status	String	False	No	The current status of the patient journey step, indicating whether it is active, completed, or pending, reflecting the step's progress in the overall journey.
Created By	String	True	No	The individual or system that created the patient journey step record, providing accountability and insight into the data entry process.
Created Date	Datetime	True	No	The date and time when the patient journey step was created, which helps track the history and sequence of steps within the patient's journey.
Last Modified By	String	True	No	The individual or system responsible for the most recent modification to the patient journey step, allowing tracking of updates and changes to the step details.
Last Modified Date	Datetime	True	No	The date and time when the patient journey step was last modified, indicating the most recent changes to the step's attributes or status.
Description	String	False	No	A detailed description of the patient journey step, providing context or additional information about the step's role, objectives, and how it fits within the broader journey.
Patient Journey Step Status	String	False	No	The status of the patient journey step, such as 'active', 'completed', or 'on-hold', which helps track the progress of the specific step within the patient's journey.
Legacy CRM Id	String	False	No	The identifier from the legacy Customer Relationship Management (CRM) system, used to reference this patient journey step in previous CRM systems, often relevant during data migration or system integration.
Patient Journey	String	False	No	The patient journey to which this step belongs, establishing the broader context and sequence of steps that the patient follows throughout their care or treatment.
Patient Journey Step Phase	String	False	No	The specific phase of the patient journey step, which categorizes the step within a larger stage of the patient's journey (for example, diagnosis phase or treatment phase).

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Permalinks

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the record, serving as the primary key that uniquely identifies each entry within the system.
Name	String	True	No	The name assigned to the record, which typically represents its key content or purpose, helping to identify and categorize the item.
Status	String	False	No	The current status of the record, indicating its state in the workflow, such as 'active', 'archived', or 'pending review'.
Created By	String	True	No	The individual or system that created the record, providing information on who is responsible for the creation of the record.
Created Date	Datetime	True	No	The date and time when the record was created, helping track when it was first added to the system.
Last Modified By	String	True	No	The individual or system that made the most recent changes to the record, tracking the source of updates.
Last Modified Date	Datetime	True	No	The date and time when the record was last modified, helping to track the most recent edits or updates to the record.
Target Document	String	False	No	The identifier of the target document associated with the record, typically referencing a related document or file.
Document Reference (unbound)	Decimal	False	No	A numeric value representing an unbound reference to the document, typically used for linking or relating the record to the target document in an unstructured manner.
Target Type	String	False	No	The type of the target document or resource, often describing the format or category (for example, PDF, Word, or webpage).
Bookmark	String	False	No	A reference or label used to mark a specific section or location within the document, enabling easy navigation.
Destination	String	False	No	The intended destination or endpoint for the record, such as a webpage, file location, or a section within a document.
Page	Decimal	False	No	The page number within the target document, specifying the exact location where the relevant content or information can be found.
Note ID	String	False	No	The unique identifier for the note associated with this record, which links the record to specific commentary or annotations.
Global ID	String	True	No	A globally unique identifier that ensures consistency and uniqueness for the record across different systems or platforms.
Link	String	False	No	A hyperlink or URL associated with the record, providing access to related resources or detailed information about the record.
Bookmark Title	String	False	No	The title or name given to the bookmark, which helps users understand the context or content of the bookmarked section.

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Persons

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the person record, serving as the primary key in the system.
Person Type	String	True	No	The type or category of the person, such as 'employee', 'contractor', or 'partner', specifying the nature of their role.
Name	String	True	No	The full name of the person, typically used for display purposes in the system.
Status	String	False	No	The current status of the person, indicating their active, inactive, or archived state in the system.
Created By	String	True	No	The user or system that created the person record, providing insight into who initiated the data entry.
Created Date	Datetime	True	No	The date and time when the person record was created, allowing for tracking of when the record was added.
Last Modified By	String	True	No	The user or system that last modified the person record, showing who made the most recent changes.
Last Modified Date	Datetime	True	No	The date and time when the person record was last modified, helping track the most recent update.
Email	String	False	No	The email address associated with the person, used for communication purposes within the system.
First Name	String	False	No	The first name of the person, typically used for personalization in communication.
Last Name	String	False	No	The last name of the person, typically used for identification purposes.
Image	String	False	No	A link to the person's image or avatar, used for displaying a photo or graphical representation.
Manager	String	False	No	The person or entity that manages or supervises the individual, identifying their direct supervisor or manager.
Language	String	False	No	The primary language spoken or preferred by the person, used to tailor communications or interactions.
Locale	String	False	No	The locale setting of the person, indicating their regional preferences such as language and format for dates and numbers.
User	String	False	No	The username associated with the person in the system, used for system access and identification.
Timezone	String	False	No	The timezone of the person, indicating their geographic time zone for scheduling and event management.
Mobile	String	False	No	The mobile phone number of the person, used for contacting them directly.
Global ID	String	True	No	A globally unique identifier for the person, ensuring consistency and uniqueness across different systems.
Link	String	False	No	A URL or hyperlink associated with the person, providing access to additional resources or details.
Veeva ID	String	True	No	The unique identifier associated with the person in Veeva, linking the person record to their Veeva profile.
Outbound Email Status	String	True	No	The status of any outbound emails sent to the person, such as 'sent', 'failed', or 'pending'.
Primary Street	String	False	No	The primary street address for the person, typically used for mailing purposes.
Primary City	String	False	No	The primary city in which the person resides, part of their main address.
Primary State	String	False	No	The primary state or province in which the person resides, part of their main address.
Primary Zip Code	String	False	No	The primary postal or ZIP code for the person's address, used for geographic location.
Primary Country	String	False	No	The primary country in which the person resides, part of their main address.
Secondary Street	String	False	No	The secondary street address for the person, used for additional address details if applicable.
Secondary City	String	False	No	The secondary city in which the person resides, part of their secondary address.
Secondary State	String	False	No	The secondary state or province in which the person resides, part of their secondary address.
Secondary Zip Code	String	False	No	The secondary postal or ZIP code for the person's address, used for geographic location of the secondary address.
Secondary Country	String	False	No	The secondary country in which the person resides, part of their secondary address.
User Country	String	False	No	The country of the person, used for categorizing them based on geographic region.
External ID	String	False	No	An external identifier assigned to the person, typically from another system or external database.
Fax	String	False	No	The fax number associated with the person, used for communication if required.
Middle Name	String	False	No	The middle name of the person, used for full identification purposes.
Mobile ID	String	False	No	A unique identifier for the mobile device associated with the person, used for managing device-specific data.
Office Phone	String	False	No	The office phone number of the person, used for professional communication.
Owner	String	False	No	The owner ID of the record, indicating who is responsible for managing or overseeing the person record.
Prefix	String	False	No	The prefix used before the person's name, such as 'Mr.', 'Dr.', or 'Mrs.', for formal addressing.
Suffix	String	False	No	The suffix used after the person's name, such as 'Jr.', 'Sr.', or 'III', indicating generational or professional designation.
In Merge	String	True	No	Indicates if the person record is in the process of being merged with another record.
Legacy CRM Id	String	False	No	The identifier of the person in the legacy CRM system, used for tracking and migration purposes.

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PicklistValues

Name	Type	ReadOnly	FilterOnly	Description
PickListName [KEY]	String	False	No	The name of the picklist, which represents a predefined list of values that can be selected in a field. It is used to categorize and define sets of valid options for a particular field.
Name [KEY]	String	True	No	The specific value or option name within the picklist, representing a unique entry that can be selected from the list of available options.
Label	String	False	No	The human-readable label or description associated with the picklist value. This label is displayed in the user interface, providing context or a more user-friendly representation of the value.

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PlanogramLines

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for each record in the planogram line type.
Planogram Line Type	String	True	No	The type or category of the planogram line, used to classify the line item.
Global ID	String	True	No	A globally unique identifier for the planogram line, used for external references.
Link	String	False	No	The hyperlink or URI associated with the planogram line for referencing or accessing related data.
Planogram Line Name	String	True	No	The name of the planogram line, typically representing its specific designation or title.
Status	String	False	No	Current operational status of the planogram line, for example, active, inactive.
Created By	String	True	No	The identifier or name of the person or system that created the planogram line.
Created Date	Datetime	True	No	The date and time when the planogram line was initially created.
Last Modified By	String	True	No	The identifier or name of the person or system who last modified the planogram line.
Last Modified Date	Datetime	True	No	The date and time when the planogram line was last modified.
Horizontal	Decimal	False	No	The number of horizontal facings or the width occupancy for the product on the planogram line.
Vertical	Decimal	False	No	The number of vertical facings or the height occupancy for the product on the planogram line.
Fixture Type	String	False	No	The type of fixture used to hold or display the products on the planogram line.
Height	Double	False	No	The height of the planogram line or fixture as measured vertically.
Orientation	String	False	No	The orientation of the planogram line, such as landscape or portrait.
Position From Base	Double	False	No	The vertical distance from the base of the display to the planogram line.
Position From Left	Double	False	No	The horizontal distance from the left side of the display to the planogram line.
Width	Double	False	No	The width of the planogram line or fixture, typically measured horizontally.
Planogram	String	False	No	The planogram associated with the product display, representing the entire display layout.
Product	String	False	No	The product associated with the planogram line, specifying what is being displayed.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system to track the planogram line.

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Planograms

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the planogram type record.
Planogram Type	String	True	No	The type or category of the planogram, which defines its general purpose or configuration.
Global ID	String	True	No	A globally unique identifier used to reference the planogram type across systems.
Link	String	False	No	A URL or hyperlink pointing to the planogram type's details or related resources.
Planogram Name	String	False	No	The name of the planogram type, typically representing its specific designation.
Status	String	False	No	The operational status of the planogram type, such as active, inactive, or archived.
Created By	String	True	No	The identifier of the person or system responsible for creating the planogram type.
Created Date	Datetime	True	No	The date and time when the planogram type was first created.
Last Modified By	String	True	No	The identifier of the person or system who last modified the planogram type.
Last Modified Date	Datetime	True	No	The date and time when the planogram type was last modified.
End Date	Date	False	No	The end date of the planogram type's lifecycle, indicating when it is no longer valid.
External Id	String	False	No	An identifier used externally, typically for integration with other systems.
Height	Double	False	No	The height of the planogram, typically representing the vertical dimension of the display.
Start Date	Date	False	No	The start date of the planogram type's lifecycle, indicating when it becomes active.
Width	Double	False	No	The width of the planogram, typically representing the horizontal dimension of the display.
Owner	String	False	No	The person or system responsible for managing and maintaining the planogram type.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system to track the planogram type.

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PlanTactics

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the record of the account tactic.
Global ID	String	True	No	A globally unique identifier used to reference the account tactic across systems.
Link	String	False	No	A URL or hyperlink pointing to the account tactic's details or related resources.
Name	String	False	No	The name of the account tactic, representing its specific designation or label.
Status	String	False	No	The operational status of the account tactic, such as active, completed, or pending.
Created By	String	True	No	The identifier of the person or system responsible for creating the account tactic record.
Created Date	Datetime	True	No	The date and time when the account tactic was created.
Last Modified By	String	True	No	The identifier of the person or system who last modified the account tactic record.
Last Modified Date	Datetime	True	No	The date and time when the account tactic was last modified.
Account Tactic Progress	Double	False	No	The progress percentage of the account tactic's completion.
Completed Account Tactics	Decimal	False	No	The number of account tactics that have been completed.
Mobile ID	String	False	No	The identifier associated with the mobile device used for tracking the account tactic.
Progress	Double	False	No	The current progress status of the account tactic, usually in percentage.
Plan Tactic Status	String	False	No	The status of the associated plan tactic, such as initiated, in-progress, or completed.
Total Account Tactics	Decimal	False	No	The total number of account tactics associated with this record.
Account Plan	String	False	No	The name or identifier of the account plan that this tactic belongs to.
Product	String	False	No	The product associated with the account tactic.
Owner	String	False	No	The person or system responsible for managing the account tactic.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system to track the account tactic.
Share With	String	False	No	The list of users or systems with whom the account tactic information is shared.

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PortalSettings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the portal profile record.
Global ID	String	True	No	A globally unique identifier for referencing the portal profile across systems.
Link	String	False	No	A URL or hyperlink pointing to the portal profile's details or related resources.
Name	String	False	No	The name of the portal profile.
Status	String	False	No	The operational status of the portal profile, such as active or inactive.
Created By	String	True	No	The identifier of the person or system that created the portal profile record.
Created Date	Datetime	True	No	The date and time when the portal profile was created.
Last Modified By	String	True	No	The identifier of the person or system who last modified the portal profile.
Last Modified Date	Datetime	True	No	The date and time when the portal profile was last modified.
Portal Profile Name	String	False	No	The name or label given to the portal profile.
Portal Version	Decimal	False	No	The version number of the portal profile, representing its update or release.
Setup Owner ID	String	False	No	The identifier for the setup owner responsible for the portal profile.
Security Profile	String	False	No	The security profile associated with the portal profile, defining access controls.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system to track the portal profile.
Application Profile	String	False	No	The application profile associated with the portal, containing application-specific settings.

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Positions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the position record.
Position Type	String	True	No	The type of position being tracked, such as primary or secondary role.
Global ID	String	True	No	A globally unique identifier used across systems for referencing the position record.
Link	String	False	No	A URL or link to more detailed information regarding the position.
Poitions Name	String	True	No	The name or title of the position held.
Status	String	False	No	The operational status of the position, such as active or inactive.
Created By	String	True	No	The identifier of the person or system that created the position record.
Created Date	Datetime	True	No	The date and time when the position record was created.
Last Modified By	String	True	No	The identifier of the person or system who last modified the position record.
Last Modified Date	Datetime	True	No	The date and time when the position record was last modified.
End Date	Date	False	No	The end date of the position, indicating when the role was concluded.
External Id	String	False	No	An external identifier used to reference the position in other systems.
Institution Type	String	False	No	The type of institution associated with the position, such as university, hospital, or company.
Institution	String	False	No	The name of the institution or organization where the position was held.
Job Title	String	False	No	The specific title or designation of the position held.
Past Position	String	False	No	The previous position held, if applicable, related to the current role.
Position Type2	String	False	No	An additional categorization of the position type, if required for reporting or classification.
Primary Position	Bool	False	No	Indicates whether this is the primary position for the person.
Record Type Name	String	False	No	The type or category of the record, such as 'employment' or 'appointment'.
Start Date	Date	False	No	The date when the position commenced.
Account	String	False	No	The associated account or entity related to the position.
Owner	String	False	No	The owner or responsible entity for managing this position record.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system for tracking this position.

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Preferences

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the preferences record.
Global ID	String	True	No	A globally unique identifier used across systems for referencing the preferences.
Link	String	False	No	A URL or link to access more detailed information regarding the preferences.
Preferences Name	String	True	No	The name or label of the preferences configuration.
Status	String	False	No	The operational status of the preferences record (for example, active or inactive).
Created By	String	True	No	The identifier of the person or system that created the preferences record.
Created Date	Datetime	True	No	The date and time when the preferences record was created.
Last Modified By	String	True	No	The identifier of the person or system who last modified the preferences record.
Last Modified Date	Datetime	True	No	The date and time when the preferences record was last modified.
Analytics Call Status	String	False	No	The status of the analytics calls associated with the preferences.
Analytics Call Types	String	False	No	The different types of analytics calls enabled or used in the preferences.
Analytics Compare Territories	String	False	No	Indicates if the comparison of territories is included in the analytics preferences.
Analytics Count Attendees	Bool	False	No	Indicates whether the count of attendees is included in the analytics.
Count Weekend Calls?	Bool	False	No	Indicates if weekend calls should be counted in the analytics.
Analytics Cycle Plans	String	False	No	Defines the cycle plans included in the analytics preferences.
Analytics Datatype	String	False	No	Specifies the data type used in the analytics for this preferences set.
Analytics Display By	String	False	No	Defines how the analytics data should be displayed (for example, by account or by territory).
Analytics Display Competitors	Bool	False	No	Indicates if competitors should be displayed in the analytics.
Analytics Market Category	String	False	No	Defines the market category used for analytics purposes.
Analytics My Products	String	False	No	Specifies which products are considered in the user's analytics.
Analytics Payer Top Products	Bool	False	No	Indicates if the payer's top products should be included in the analytics.
Analytics Products	String	False	No	Specifies the products included in the analytics preferences.
Analytics Scale	String	False	No	Defines the scale of the analytics, such as regional, national, or global.
Analytics Start End Dates	String	False	No	Defines the date range used for the analytics (start date to end date).
Analytics Territories	String	False	No	Specifies which territories are included in the analytics.
Analytics Timeframe	String	False	No	Defines the timeframe over which the analytics are calculated.
Calendar Share Recent Items	String	False	No	Specifies the recent items to share in the calendar preferences.
Calls Per Day	Decimal	False	No	Defines the number of calls allowed or recommended per day for analytics.
CollapseSchedule	Bool	False	No	Indicates whether the schedule should be collapsed in the user interface.
Disable App Sounds	Bool	False	No	Indicates whether sounds in the app are disabled for the user.
Disable CLM Calendar	Bool	False	No	Indicates whether the Closed Loop Marketing (CLM) calendar feature is disabled.
Disable Call Cycle View	Bool	False	No	Indicates whether the call cycle view feature is disabled.
ENABLE ORDER LINE TOTAL ROUND	Bool	False	No	Enables rounding of the order line total value.
Enable Order Single Entry	Bool	False	No	Indicates whether single entry for orders is enabled.
Event Country Config	String	False	No	Specifies the country-specific configurations for event management.
Event Management User	Bool	False	No	Indicates if the user has event management privileges.
Five Day Week	Bool	False	No	Indicates whether the system uses a five-day week for scheduling and planning.
Formulary View	String	False	No	Specifies the formulary view configuration in the preferences.
JDNET Segment	String	False	No	Defines the segment in JDNET (a database or tool used for categorization).
Last Analytic	String	False	No	Specifies the last analytic configuration used.
Last_List_Scheduler_Account_List	String	False	No	Defines the last account list used in the list scheduler.
Last Map Scheduler Account List	String	False	No	Defines the last map scheduler account list used.
Last Map Scheduler Bookmark	String	False	No	Defines the last bookmark used in the map scheduler.
Last Scheduler Account List	String	False	No	Defines the last account list used in the scheduler.
Last Target	Decimal	False	No	Specifies the last target value used for analytics.
Last Territory Used	String	False	No	Specifies the last territory used in analytics.
Last View Used	String	False	No	Specifies the last view used in analytics or scheduling.
MCCP Activity Type Switch	String	False	No	Defines the switch for the MCCP activity type in the preferences.
Profile	String	False	No	Defines the profile associated with the preferences.
Records Per Page	Decimal	False	No	Specifies the number of records displayed per page in the interface.
Scheduler Cycle Plan Display	String	False	No	Defines how the cycle plan should be displayed in the scheduler.
Time Zone	String	False	No	Specifies the time zone used for scheduling and analytics.
Type	String	False	No	Defines the type of preferences, such as analytics or scheduling settings.
Analytic Market	String	False	No	Specifies the market used in analytics.
Analytics Segment	String	False	No	Defines the segment used in the analytics preferences.
Last Account View Used	String	False	No	Specifies the last account view used in the system.
Last_List_Scheduler_Bookmark	String	False	No	Specifies the last bookmark used in the list scheduler.
Last Scheduler Bookmark	String	False	No	Specifies the last bookmark used in the scheduler.
User	String	False	No	Defines the user associated with the preferences.
Owner	String	False	No	Defines the owner of the preferences record.
Legacy CRM Id	String	False	No	Specifies the legacy CRM identifier for tracking purposes.
Application Profile	String	False	No	Specifies the application profile associated with the preferences.

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PricingRules

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the pricing rule.
Pricing Rule Type	String	True	No	The type of pricing rule, such as discount or promotional rule.
Global ID	String	True	No	A globally unique identifier for the pricing rule used across systems.
Link	String	False	No	A URL or link to more detailed information regarding the pricing rule.
Pricing Rule Name	String	False	No	The name of the pricing rule.
Status	String	False	No	The current status of the pricing rule, such as active or inactive.
Created By	String	True	No	The identifier of the person or system that created the pricing rule.
Created Date	Datetime	True	No	The date and time when the pricing rule was created.
Last Modified By	String	True	No	The identifier of the person or system that last modified the pricing rule.
Last Modified Date	Datetime	True	No	The date and time when the pricing rule was last modified.
Account Group	String	False	No	The account group associated with the pricing rule.
Active	Bool	False	No	Indicates whether the pricing rule is active or inactive.
Chain Rule Operator	String	False	No	The operator used in a chain rule, if applicable (for example, AND or OR).
Chain Rule	Bool	False	No	Indicates whether the pricing rule is part of a chain rule.
Comparison Type	String	False	No	The type of comparison used in the pricing rule, such as equal or greater than.
Cross_Product_Rule	Bool	False	No	Indicates whether the pricing rule applies across multiple products.
Delivery End Date	Date	False	No	The end date for the delivery under the pricing rule.
Delivery Order	Bool	False	No	Indicates whether the delivery is part of the pricing rule.
Delivery Start Date	Date	False	No	The start date for the delivery under the pricing rule.
Discount Override Max	Double	False	No	The maximum allowed override for the discount under the pricing rule.
Discount Override	Double	False	No	The amount by which the discount can be overridden.
End Date	Date	False	No	The date when the pricing rule ends.
External Id	String	False	No	An external identifier for the pricing rule.
Free Goods Max	Decimal	False	No	The maximum value of free goods under the pricing rule.
Free Goods Percentage Max	Double	False	No	The maximum percentage of free goods allowed under the pricing rule.
Free Goods Percentage	Double	False	No	The percentage of free goods granted under the pricing rule.
Free Goods	Decimal	False	No	The total amount of free goods granted under the pricing rule.
Limit Bound	Bool	False	No	Indicates whether the pricing rule has a limit bound.
List Price	Decimal	False	No	The list price of the product under the pricing rule.
List Price Corp	Decimal	True	No	The corporate list price of the product under the pricing rule.
Local Currency	String	False	No	The local currency used for the pricing rule.
Minimum Delivery Time Frame	Decimal	False	No	The minimum delivery time frame allowed under the pricing rule.
Net Price Min	Decimal	False	No	The minimum net price allowed under the pricing rule.
Net Price Min Corp	Decimal	True	No	The minimum corporate net price allowed under the pricing rule.
Net Price	Decimal	False	No	The net price under the pricing rule.
Net Price Corp	Decimal	True	No	The corporate net price under the pricing rule.
Payment Max	String	False	No	The maximum payment allowed under the pricing rule.
Payment	String	False	No	The payment terms under the pricing rule.
Price Book	String	False	No	The price book associated with the pricing rule.
Pricing Group	String	False	No	The pricing group associated with the pricing rule.
Product Comparison Type	String	False	No	The type of product comparison used in the pricing rule.
Product Maximum	Decimal	False	No	The maximum allowed price for the product under the pricing rule.
Product Minimum	Decimal	False	No	The minimum allowed price for the product under the pricing rule.
Maximum Quantity	Decimal	False	No	The maximum quantity allowed under the pricing rule.
Minimum Quantity	Decimal	False	No	The minimum quantity required for the pricing rule.
Rule Description	String	False	No	A description of the pricing rule.
Start Date	Date	False	No	The date when the pricing rule starts.
Suggested Retail Price	Decimal	False	No	The suggested retail price of the product under the pricing rule.
Suggested Retail Price Corp	Decimal	True	No	The corporate suggested retail price under the pricing rule.
Suggestion Text	String	False	No	Text describing the pricing suggestion under the rule.
Suggestion Threshold	Decimal	False	No	The threshold at which the pricing suggestion is applied.
Account	String	False	No	The account associated with the pricing rule.
Comparison_Product	String	False	No	The product used for comparison in the pricing rule.
Contract	String	False	No	The contract associated with the pricing rule.
Order Campaign	String	False	No	The order campaign linked to the pricing rule.
Product	String	False	No	The product associated with the pricing rule.
Owner	String	False	No	The owner of the pricing rule.
Discount	Double	True	No	The discount applied under the pricing rule.
Legacy CRM Id	String	False	No	The identifier used in the legacy CRM system for tracking this pricing rule.
Include All Preferred Deliveries	Bool	False	No	Indicates whether all preferred deliveries are included in the pricing rule.
Preferred Delivery End Date	Date	False	No	The end date for preferred delivery under the pricing rule.
Preferred Delivery Start Date	Date	False	No	The start date for preferred delivery under the pricing rule.
Pricing Rule Key	String	False	No	A unique key identifying the pricing rule.

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PricingSubrules

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the record within the system.
Global ID	String	True	No	The globally unique identifier assigned by the system for integration or tracking purposes.
Link	String	False	No	The system-generated hyperlink or reference to directly access the record.
Name	String	True	No	The name of the pricing rule or associated record for easier human readability.
Status	String	False	No	The current state of the record, such as active, inactive, or deprecated.
Created By	String	True	No	The username or identifier of the user who originally created the record.
Created Date	Datetime	True	No	The date and time when the record was first created in the system.
Last Modified By	String	True	No	The user who most recently updated or modified the record.
Last Modified Date	Datetime	True	No	The date and time when the record was last modified.
Comparison Type	String	False	No	The type of comparison logic (for example, greater than or equals) used in evaluating the pricing rule.
Inventory Monitoring Field Value	String	False	No	The specific value being monitored within the inventory field for compliance or rule triggering.
Inventory Monitoring Line Field	String	False	No	The specific field within a line item monitored in the inventory management process.
Maximum Quantity	Decimal	False	No	The upper threshold for quantity used in pricing or inventory conditions.
Minimum Quantity	Decimal	False	No	The lower threshold for quantity used in pricing or inventory conditions.
Pricing Rule	String	False	No	The reference to the pricing rule logic or configuration being applied.
Product	String	False	No	The identifier of the specific product that the rule or configuration applies to.
Legacy CRM Id	String	False	No	The original identifier of the record from a legacy Customer Relationship Management (CRM) system.

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PrinterTrays

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	The unique identifier for the record within the system.
Name	String	False	No	The name of the paper item or entry for easy identification.
Status	String	False	No	The current state of the record, such as active, inactive, or archived.
Created_By	String	False	No	The username or identifier of the user who created the record.
Created_Date	Datetime	False	No	The date and time when the record was created.
Last_Modified_By	String	False	No	The user who most recently updated or modified the record.
Last_Modified_Date	Datetime	False	No	The date and time when the record was last updated.
Paper_Type	String	False	No	The classification or category of the paper product, such as coated, uncoated, or specialty.
Manufacturing_Site	String	False	No	The facility or location where the paper was produced or manufactured.

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ProductCatalog

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the product record.
Global ID	String	True	No	The global system identifier used for integration purposes.
Link	String	False	No	The system-generated hyperlink or reference to the product record.
Product Name	String	False	No	The name of the product for display and reference.
Status	String	False	No	The current status of the product, such as Active or Inactive.
Created By	String	True	No	The user who created the product record.
Created Date	Datetime	True	No	The date and time when the product record was created.
Last Modified By	String	True	No	The user who last modified the product record.
Last Modified Date	Datetime	True	No	The date and time of the most recent modification to the product record.
Bundle Pack	Bool	False	No	Indicates whether the product is sold as part of a bundle pack.
Cold Chain	Bool	False	No	Indicates whether the product requires cold chain storage or transportation.
Company Product	Bool	False	No	Indicates whether the product is owned or manufactured by the company.
Consumer site	String	False	No	The consumer-facing site or URL associated with the product.
Controlled Substance	Bool	False	No	Indicates whether the product is classified as a controlled substance.
Cost	Decimal	False	No	The local cost of the product.
Cost Corp	Decimal	True	No	The corporate-level cost of the product used for financial tracking.
Local Currency	String	False	No	The currency code used to report product cost or value.
Create Lot Catalog	Bool	False	No	Indicates whether a lot catalog should be created for the product.
Description	String	False	No	The full descriptive text for the product.
Display Order	Decimal	False	No	The order in which the product is displayed in the interface or catalog.
Distributor	String	False	No	The primary distributor of the product.
External ID	String	False	No	The identifier of the product in an external system.
Fixed U/M?	Bool	False	No	Indicates whether the unit of measure for the product is fixed and cannot be changed.
Height	Double	False	No	The height of the product, typically in centimeters or inches.
Inventory Monitoring	Bool	False	No	Indicates whether the product is subject to inventory monitoring.
Inventory Order UOM	String	False	No	The unit of measure used when placing inventory orders for the product.
Inventory Quantity Per Case	Decimal	False	No	The number of units of the product contained in a single case.
Manufacturer	String	False	No	The name of the organization that manufactures the product.
Master Align Id	String	False	No	The identifier used to align the product across systems or hierarchies.
No Cycle Plans	Bool	False	No	Indicates whether the product is excluded from all cycle plans.
No Details	Bool	False	No	Indicates whether product detail information is unavailable or not applicable.
No Metrics	Bool	False	No	Indicates whether metrics should be disabled for this product.
Pricing Bound	Bool	False	No	Indicates whether pricing constraints are enforced for the product.
Pricing Rule Quantity Bound	Bool	False	No	Indicates whether quantity constraints are enforced by the pricing rule.
Product Identifier	String	False	No	The unique product identifier used across systems.
Product Thumbnail	String	False	No	The URL or reference to the thumbnail image of the product.
Product Type	String	False	No	The category or classification of the product, such as OTC or Prescription.
Product Value	Decimal	False	No	The commercial value of the product at the local level.
Product Value Corp	Decimal	True	No	The commercial value of the product at the corporate level.
Product info	String	False	No	The additional information or summary content about the product.
Quantity Per Case	Decimal	False	No	The total number of product units included in a case.
Require Discussion	String	False	No	The discussion topic or flag required when detailing the product.
Require Key Message On Detail	Bool	False	No	Indicates whether a key message must be delivered during detailing.
Restricted States	String	False	No	The list of states where the product is restricted from distribution or promotion.
Restricted	Bool	False	No	Indicates whether the product is restricted in general usage or distribution.
Sample Quantity Bound	Bool	False	No	Indicates whether sampling quantities are limited by a rule.
Sample Quantity	String	False	No	The selected quantity from a predefined list for sample distribution.
Sample U/M	String	False	No	The unit of measure used for product samples (for example, tablets or vials).
Schedule	String	False	No	The regulatory or legal schedule classification of the product.
Sort Code	String	False	No	The code used for sorting or grouping the product in listings.
State Distributor Category	String	False	No	The distributor category used for state-specific classifications.
Therapeutic Area	String	False	No	The medical or therapeutic area that the product addresses.
User Aligned	Bool	False	No	Indicates whether the product is aligned with specific users for targeting or access.
Veeva External Id	String	False	No	The external identifier used by the Veeva platform for integration.
Width	Double	False	No	The width of the product, typically measured in centimeters or inches.
Therapeutic Class	String	False	No	The therapeutic classification of the product for regulatory or commercial use.
Parent Product	String	False	No	The identifier of the parent product in a product family or bundle.
Owner	String	False	No	The identifier of the user or team responsible for the product record.
No Promo Items	String	True	No	Indicates whether promotional items are associated with the product.
Legacy CRM Id	String	False	No	The identifier of the product from a legacy Customer Relationship Management (CRM) system.
Brand Color Code	String	False	No	The color code used for branding and visual identification.
Custom Text	Bool	False	No	Indicates whether custom text is enabled for the product configuration.
Competitor	String	False	No	The name of a competing product or manufacturer.
CDS State Schedule	String	False	No	The Controlled Drug Substance (CDS) schedule specific to state regulations.

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ProductEvents

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the event record within the system.
Global ID	String	True	No	The globally unique system identifier used for integration and tracking.
Link	String	False	No	The system-generated hyperlink or reference to the event record.
Event Name	String	False	No	The name of the event for display and reference purposes.
Status	String	False	No	The current status of the event, such as scheduled, completed, or cancelled.
Created By	String	True	No	The user who originally created the event record.
Created Date	Datetime	True	No	The date and time when the event record was created in the system.
Last Modified By	String	True	No	The user who last modified or updated the event record.
Last Modified Date	Datetime	True	No	The date and time when the event record was most recently modified.
Description	String	False	No	The full descriptive text or notes related to the event.
Event Date	Date	False	No	The scheduled date of the event.
Product Catalog	String	False	No	The associated product catalog relevant to the event.
Legacy CRM Id	String	False	No	The original identifier of the event record from a legacy Customer Relationship Management (CRM) system.

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ProductGroupMaps

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the record within the system.
Global ID	String	True	No	The globally unique identifier used for system integration and tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the record.
Id2	String	True	No	The secondary identifier or name associated with the record.
Status	String	False	No	The current state of the record, such as active or inactive.
Created By	String	True	No	The user who initially created the record.
Created Date	Datetime	True	No	The date and time when the record was created in the system.
Last Modified By	String	True	No	The user who most recently modified the record.
Last Modified Date	Datetime	True	No	The date and time when the record was last updated.
Analytics Product Group	String	False	No	The classification of the product within an analytics reporting group.
Product	String	False	No	The name or identifier of the associated product.
Legacy CRM Id	String	False	No	The identifier of the record from a legacy Customer Relationship Management (CRM) system.

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ProductGroups

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the product group record within the system.
Global ID	String	True	No	The globally unique identifier used for system integration and tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the product group record.
Product Group Name	String	False	No	The name of the product group for display and organizational purposes.
Status	String	False	No	The current state of the product group record, such as active or inactive.
Created By	String	True	No	The user who originally created the product group record.
Created Date	Datetime	True	No	The date and time when the product group record was created.
Last Modified By	String	True	No	The user who most recently updated the product group record.
Last Modified Date	Datetime	True	No	The date and time when the product group record was last modified.
Description	String	False	No	The full descriptive text or notes associated with the product group.
End Date	Date	False	No	The date on which the product group or its terms become inactive or end.
Master Align Id	String	False	No	The alignment identifier used to group related records across systems.
Quantity	Decimal	False	No	The numerical quantity associated with the product group.
Start Date	Date	False	No	The date on which the product group or its terms become active or effective.
Product Catalog	String	False	No	The catalog or listing in which the product group is included.
Product	String	False	No	The name or identifier of the product associated with the group.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system.

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ProductInformations

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the product information record within the system.
Product Information Type	String	True	No	The type or category of the product information, used for classification.
Global ID	String	True	No	The globally unique identifier used for integration across systems.
Link	String	False	No	The system-generated hyperlink or reference to access the product information record.
Product Information Name	String	False	No	The name or title of the product information for display purposes.
Status	String	False	No	The current state of the product information record, such as active or inactive.
Created By	String	True	No	The user who originally created the product information record.
Created Date	Datetime	True	No	The date and time when the product information record was created.
Last Modified By	String	True	No	The user who most recently updated the product information record.
Last Modified Date	Datetime	True	No	The date and time of the most recent modification to the record.
External ID	String	False	No	The identifier for the product information from an external system.
Recommended Quantity	Decimal	False	No	The suggested quantity of the product based on analysis or business rules.
Recommendation Reason	String	False	No	The explanation or rationale for the recommended quantity.
Account	String	False	No	The account associated with the product recommendation or information.
Product	String	False	No	The product related to the recommendation or informational entry.
Owner	String	False	No	The user or team responsible for maintaining the product information record.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system.
Veeva External ID	String	False	No	The external system identifier used by the Veeva platform.

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ProductJourneyStages

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the product journey stage record within the system.
Product Journey Stage Type	String	True	No	The classification or type of the product journey stage object.
Global ID	String	True	No	The globally unique identifier used for system-wide integration and tracking.
Link	String	False	No	The system-generated hyperlink or reference to the product journey stage record.
Name	String	True	No	The name or title of the product journey stage for display and reference.
Status	String	False	No	The current state of the product journey stage, such as active or inactive.
Created By	String	True	No	The user who originally created the product journey stage record.
Created Date	Datetime	True	No	The date and time when the product journey stage record was created.
Last Modified By	String	True	No	The user who most recently modified the product journey stage record.
Last Modified Date	Datetime	True	No	The date and time when the product journey stage record was last updated.
Barriers	String	False	No	The obstacles or challenges identified at this stage of the product journey.
Brand Goals	String	False	No	The brand-specific objectives or targets associated with this stage.
External ID	String	False	No	The identifier for the product journey stage from an external system.
Stage	String	False	No	The specific stage in the product journey lifecycle, such as awareness or adoption.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system.
Detail Group	String	False	No	The grouping of details or messages linked to this product journey stage.
Product	String	False	No	The product associated with the journey stage record.
Owner	String	False	No	The user or team responsible for managing the product journey stage.
User Country	String	False	No	The country of the user associated with the product journey stage.

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ProductMetrics

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the product metrics record within the system.
Global ID	String	True	No	The globally unique identifier used for system-wide integration and tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the product metrics record.
Product Metrics Name	String	True	No	The name or title of the product metrics entry for reference.
Status	String	False	No	The current state of the product metrics record, such as active or inactive.
Created By	String	True	No	The user who originally created the product metrics record.
Created Date	Datetime	True	No	The date and time when the product metrics record was created.
Last Modified By	String	True	No	The user who most recently updated the product metrics record.
Last Modified Date	Datetime	True	No	The date and time when the product metrics record was last modified.
Awareness	String	False	No	The awareness level or perception of the product among the target audience.
Engagements	Decimal	False	No	The number of engagements or interactions with the product.
External ID	String	False	No	The identifier of the product metrics record from an external system.
Formulary Status	String	False	No	The product's status within healthcare formularies or coverage lists.
Investigator Readiness	String	False	No	The readiness level of clinical investigators associated with the product.
Mobile ID	String	False	No	The mobile-specific identifier associated with the product metrics record.
Movement	Double	False	No	The numeric change or shift in product performance over time.
Selling Stage	String	False	No	The current stage in the sales process or cycle for the product.
Speaker Skills	String	False	No	The assessed communication or presentation skills of product speakers or advocates.
12 mo TRx Chg	Double	False	No	The change in total prescriptions (TRx) over the past 12 months.
Account	String	False	No	The account associated with the product metrics record.
Detail Group	String	False	No	The grouping of details or messages related to the product.
Location Child	String	False	No	The child-level geographic location associated with the product metrics record.
Location Parent	String	False	No	The parent-level geographic location associated with the product metrics record.
Location	String	False	No	The general location related to the product metrics data.
Products	String	False	No	The list of products associated with this metrics record.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system.

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ProductPlans

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the product plan record within the system.
Global ID	String	True	No	The globally unique identifier used for integration across systems.
Link	String	False	No	The system-generated hyperlink or reference to the product plan record.
Product Plan Name	String	False	No	The name or title of the product plan for reference and display.
Status	String	False	No	The current state of the product plan, such as active or inactive.
Created By	String	True	No	The user who originally created the product plan record.
Created Date	Datetime	True	No	The date and time when the product plan record was created.
Last Modified By	String	True	No	The user who most recently modified the product plan record.
Last Modified Date	Datetime	True	No	The date and time when the product plan record was last updated.
Active	Bool	False	No	The flag indicating whether the product plan is currently active.
% Complete	Double	False	No	The percentage of completion for the product plan based on progress tracking.
Description	String	False	No	The full descriptive text or notes related to the product plan.
Product Plan Status	String	False	No	The current status of the product plan workflow or lifecycle.
Detail Group	String	False	No	The grouping of related detail messages or communication materials.
Product	String	False	No	The product associated with the product plan.
Owner	String	False	No	The user or team responsible for managing the product plan record.
Legacy CRM Id	String	False	No	The identifier for the product plan from a legacy Customer Relationship Management (CRM) system.

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Products

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	The unique identifier for the product record within the system.
Product_Name	String	False	No	The full name of the product used for display and reference.
Status	String	False	No	The current status of the product, such as active, inactive, or discontinued.
Product_Abbreviation	String	False	No	The abbreviated or shortened form of the product name.
Generic_Name	String	False	No	The generic or non-branded name of the product.
Internal_Name	String	False	No	The internal name used by the organization for reference or tracking.
Compound_ID	String	False	No	The identifier assigned to the chemical compound associated with the product.
INN	String	False	No	The International Nonproprietary Name (INN) officially assigned to the product.
Therapeutic_Area	String	False	No	The medical or therapeutic area addressed by the product.
External_ID	String	False	No	The identifier of the product from an external system or data source.
Created_By	String	False	No	The user who originally created the product record.
Created_Date	Datetime	False	No	The date and time when the product record was created in the system.
Last_Modified_By	String	False	No	The user who most recently modified the product record.
Last_Modified_Date	Datetime	False	No	The date and time when the product record was last updated.

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ProductStrategies

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the product strategy record within the system.
Global ID	String	True	No	The globally unique identifier used for system-wide integration and tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the product strategy record.
Product Strategy	String	False	No	The name or title of the product strategy for display and reference.
Status	String	False	No	The current state of the product strategy, such as active, inactive, or draft.
Created By	String	True	No	The user who originally created the product strategy record.
Created Date	Datetime	True	No	The date and time when the product strategy record was created.
Last Modified By	String	True	No	The user who most recently modified the product strategy record.
Last Modified Date	Datetime	True	No	The date and time when the product strategy record was last updated.
Active	Bool	False	No	The flag indicating whether the product strategy is currently active.
Description	String	False	No	The full descriptive text or summary related to the product strategy.
Est. Shr Incr	Double	False	No	The estimated market share increase associated with implementing this strategy.
External ID	String	False	No	The identifier of the product strategy in an external system.
Strategy Type	String	False	No	The classification or category of the strategy, such as marketing or positioning.
Product Plan	String	False	No	The associated product plan that this strategy supports or is aligned with.
Owner	String	False	No	The user or team responsible for managing the product strategy record.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system.

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ProductTactics

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the record within the system.
Global ID	String	True	No	The globally unique identifier used for system-wide integration and tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the record.
Name	String	False	No	The name or title of the item for display and reference.
Status	String	False	No	The current state of the record, such as active, inactive, or archived.
Created By	String	True	No	The user who originally created the record.
Created Date	Datetime	True	No	The date and time when the record was created in the system.
Last Modified By	String	True	No	The user who most recently modified the record.
Last Modified Date	Datetime	True	No	The date and time when the record was last updated.
Active	Bool	False	No	The flag indicating whether the item is currently active.
Description	String	False	No	The full descriptive text or summary related to the item.
Product	String	False	No	The product associated with the item or record.
Type	String	False	No	The classification or category assigned to the item.
Product Strategy	String	False	No	The product strategy associated with this item.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system.

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ProductViews

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the product view record within the system.
Product View Type	String	True	No	The classification or object type of the product view.
Global ID	String	True	No	The globally unique identifier used for cross-system integration and tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the product view record.
Product View Name	String	False	No	The name or title of the product view for display and user reference.
Status	String	False	No	The current status of the product view, such as active or inactive.
Created By	String	True	No	The user who originally created the product view record.
Created Date	Datetime	True	No	The date and time when the product view record was created.
Last Modified By	String	True	No	The user who most recently updated the product view record.
Last Modified Date	Datetime	True	No	The date and time when the product view record was last modified.
Active	Bool	False	No	The flag indicating whether the product view is currently active.
Filter Criteria	String	False	No	The filtering conditions applied to define which products are shown in the view.
Sharing Group	String	False	No	The group of users or roles with whom the product view is shared.
Owner	String	False	No	The user or team responsible for managing the product view.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system.

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Publications

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the publication record within the system.
Global ID	String	True	No	The globally unique identifier used for integration and system-wide tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the publication record.
Publications ID	String	True	No	The identifier or name used to label the publication entry.
Status	String	False	No	The current status of the publication record, such as active or archived.
Created By	String	True	No	The user who originally created the publication record.
Created Date	Datetime	True	No	The date and time when the publication record was created.
Last Modified By	String	True	No	The user who most recently updated the publication record.
Last Modified Date	Datetime	True	No	The date and time when the publication record was last modified.
Date	Date	False	No	The official date of the publication, such as print or release date.
External ID	String	False	No	The identifier for the publication in an external system or source.
Journal	String	False	No	The journal in which the publication appeared or was submitted.
Journal2	String	False	No	The full name of the journal associated with the publication.
PubMed ID	String	False	No	The PubMed identifier (PMID) assigned to the publication.
PubMed URL	String	False	No	The direct URL to the publication on the PubMed website.
Publication Type	String	False	No	The type or category of the publication, such as article or abstract.
Title	String	False	No	The title of the publication as it appears in the journal or database.
Account	String	False	No	The associated account or organization related to the publication.
Owner	String	False	No	The user or team responsible for managing the publication record.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system.

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QuestionDesigns

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	The unique identifier for the checklist question record.
Question_Type	String	False	No	The type or format of the question, such as multiple choice or free text.
Name	String	False	No	The name or label assigned to the question for display or reference.
Status	String	False	No	The current status of the question, such as active or archived.
Created_By	String	False	No	The user who originally created the question record.
Created_Date	Datetime	False	No	The date and time when the question was created in the system.
Last_Modified_By	String	False	No	The user who most recently updated the question record.
Last_Modified_Date	Datetime	False	No	The date and time when the question record was last modified.
AttachmentAllowed_Attachment	Bool	False	No	The flag indicating whether attachments of type 'Attachment' are allowed.
AttachmentAllowed_Document	Bool	False	No	The flag indicating whether attachments of type 'Document' are allowed.
AttachmentRequired_Attachment	Bool	False	No	The flag indicating whether an 'Attachment' is required for submission.
AttachmentRequired_Document	Bool	False	No	The flag indicating whether a 'Document' is required for submission.
Checklist_Design	String	False	No	The design or layout used to structure the checklist.
Comment_Allowed	Bool	False	No	The flag indicating whether users are allowed to add comments to this question.
Comment_Required	Bool	False	No	The flag indicating whether a comment is required for this question.
Maximum_Answer_Value	Int	False	No	The maximum numeric value accepted as an answer.
Minimum_Answer_Value	Int	False	No	The minimum numeric value accepted as an answer.
Order	Int	False	No	The numerical order in which the question appears within the checklist.
Question_Text	String	False	No	The text of the question as it appears to users.
Required_Response	Bool	False	No	The flag indicating whether a response is mandatory for this question.
Maximum_Selectable_Answers	Int	False	No	The maximum number of selectable answers allowed for this question.
Checklist_Answer_Type	String	False	No	The type of answer expected, such as numeric, text, or choice.
Sorting_Order	String	False	No	The sorting order used to arrange questions or answers.
Display_Order	String	False	No	The order in which the question is displayed relative to others.
Section_Design	String	False	No	The design or layout of the section to which this question belongs.
Lifecycle	String	False	No	The lifecycle stage assigned to the question template or record.
Lifecycle_State	String	False	No	The current state of the lifecycle, such as Draft or Published.
Library_Question	String	False	No	The identifier or reference indicating whether the question is sourced from a shared library.

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Questions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the question record within the system.
Question Type	String	True	No	The classification or type of the question, such as multiple choice or text entry.
Global ID	String	True	No	The globally unique identifier used for system integration and cross-platform tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the question record.
Question ID	String	True	No	The identifier or code assigned to the question.
Status	String	False	No	The current status of the question, such as active, inactive, or draft.
Created By	String	True	No	The user who originally created the question record.
Created Date	Datetime	True	No	The date and time when the question record was created in the system.
Last Modified By	String	True	No	The user who most recently modified the question record.
Last Modified Date	Datetime	True	No	The date and time when the question record was last updated.
Active	Bool	False	No	The flag indicating whether the question is currently active.
Answer Choices	String	False	No	The available answer options associated with the question.
External ID	String	False	No	The identifier for the question record in an external system.
Owner	String	False	No	The user or team responsible for managing the question record.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system.
Language	String	False	No	The language in which the question text is written.
Question Text	String	False	No	The actual text or wording of the question presented to users.

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ReceivedEmails

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the received email record within the system.
Received Email Type	String	True	No	The classification or object type of the received email.
Global ID	String	True	No	The globally unique identifier used for system-wide integration and tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the received email record.
Email Message	String	True	No	The subject or name used to reference the received email.
Status	String	True	No	The current status of the received email, such as active, processed, or discarded.
Created By	String	True	No	The user who originally created the record for the received email.
Created Date	Datetime	True	No	The date and time when the received email record was created.
Last Modified By	String	True	No	The user who most recently modified the email record.
Last Modified Date	Datetime	True	No	The date and time when the email record was last updated.
Lifecycle	String	True	No	The lifecycle to which this email record belongs, defining its overall progression.
Lifecycle State	String	True	No	The current state of the lifecycle, such as Draft, Active, or Closed.
Lifecycle State Stage ID	String	True	No	The identifier of the current lifecycle state stage for the email.
Lifecycle Stage	String	True	No	The descriptive name of the lifecycle stage associated with the email.
Attachment Count	Decimal	False	No	The number of attachments included with the received email.
Discarded	Bool	False	No	The flag indicating whether the email has been discarded or excluded from processing.
Email Body	String	False	No	The raw body content of the received email.
Email Platform	String	False	No	The platform or system through which the email was received (such Gmail or Outlook).
External Thread Id	String	False	No	The identifier used by external systems to track the email conversation thread.
Formatted Email Body	String	False	No	The processed and formatted version of the email body, suitable for display.
Headers	String	False	No	The header metadata from the received email, including routing and sender information.
Received DateTime	Datetime	False	No	The exact date and time when the email was received.
Receiver	String	False	No	The recipient of the received email.
Sender	String	False	No	The sender or originator of the received email.
Subject	String	False	No	The subject line of the received email.
Email Message Id	String	False	No	The unique message identifier (UUID) assigned to the email message.
Latest Attachment Added Date	Datetime	False	No	The date and time when the most recent attachment was added.
External Thread Index	String	False	No	The external system's index or order value for the conversation thread.

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ReferenceDocuments

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the reference document record within the system.
Reference Document Type	String	True	No	The classification or object type of the reference document.
Global ID	String	True	No	The globally unique identifier used for system-wide integration and tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the reference document.
Name	String	False	No	The name or title of the reference document.
Status	String	False	No	The current status of the reference document, such as active, expired, or draft.
Created By	String	True	No	The user who originally created the reference document record.
Created Date	Datetime	True	No	The date and time when the reference document record was created.
Last Modified By	String	True	No	The user who most recently modified the reference document record.
Last Modified Date	Datetime	True	No	The date and time when the reference document record was last updated.
Document Id	String	False	No	The internal identifier assigned to the document within the system.
Reference Document Status	String	False	No	The current lifecycle status of the reference document.
VExternal Id	String	False	No	The external identifier used by Veeva systems for this document.
Vault DNS	String	False	No	The domain name system (DNS) reference for the Veeva Vault where the document resides.
Vault External Id	String	False	No	The external system ID of the document in Veeva Vault.
Vault GUID	String	False	No	The globally unique identifier (GUID) of the document in the Veeva Vault.
Vault Last Modified Date Time	Datetime	False	No	The timestamp of the most recent update to the document in the Veeva Vault.
Version	String	False	No	The current version of the reference document.
Legacy CRM Id	String	False	No	The identifier of the document from a legacy Customer Relationship Management (CRM) system.
Product	String	False	No	The product associated with the reference document.
Owner	String	False	No	The user or team responsible for maintaining the reference document.
Language	String	False	No	The language in which the reference document is written or published.
Allow PDF Download	Bool	False	No	The flag indicating whether PDF downloads are allowed for this document.
Allow Source Download	Bool	False	No	The flag indicating whether source file downloads are allowed for this document.
Contains Boxed Warning	Bool	False	No	The flag indicating whether the document includes a boxed warning, such as an FDA warning.
External Display Name	String	False	No	The display name of the document used externally, such as customers or healthcare providers.
Veeva Distribution	String	False	No	The distribution method or channel for the document via the Veeva system.
CDN Path	String	True	No	The path to the document on the content delivery network (CDN).

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ReferenceLookups

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the lookup configuration record within the system.
Name	String	True	No	The name or label assigned to the lookup configuration.
Status	String	False	No	The current status of the lookup configuration, such as active or inactive.
Created By	String	True	No	The user who originally created the lookup configuration record.
Created Date	Datetime	True	No	The date and time when the lookup configuration record was created.
Last Modified By	String	True	No	The user who most recently modified the lookup configuration record.
Last Modified Date	Datetime	True	No	The date and time when the lookup configuration record was last updated.
Connection	String	False	No	The system-level reference to the data connection used in the lookup.
Lookup Type	String	False	No	The type of lookup operation being performed, such as single match or multi-match.
Source Key	String	False	No	The key field from the source system used in the lookup.
Target Key	String	False	No	The key field in the target system used for matching.
Target Key Field	String	False	No	The specific field in the target system that serves as the lookup key.
Target Object	String	False	No	The object or table in the target system being referenced by the lookup.
Global ID	String	True	No	The globally unique identifier used for system-wide integration and tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the lookup configuration record.

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RemoteMeetingAttendees

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the remote meeting attendee record.
Remote Meeting Attendee Type	String	True	No	The classification or object type of the remote meeting attendee.
Global ID	String	True	No	The globally unique identifier used for system-wide tracking and integration.
Link	String	False	No	The system-generated hyperlink to access the attendee record.
Remote Meeting Attendee Name	String	True	No	The name or label assigned to the attendee record.
Status	String	False	No	The current status of the attendee record, such as active or archived.
Created By	String	True	No	The user who originally created the attendee record.
Created Date	Datetime	True	No	The date and time when the attendee record was created.
Last Modified By	String	True	No	The user who last modified the attendee record.
Last Modified Date	Datetime	True	No	The date and time when the attendee record was last updated.
Attendee Type	String	False	No	The type of attendee, such as HCP, internal user, or guest.
Device	String	False	No	The device used by the attendee to join the meeting, such as laptop or mobile.
IP Address	String	False	No	The IP address from which the attendee joined the meeting.
Join Time	Datetime	False	No	The date and time when the attendee joined the meeting.
Leave Time	Datetime	False	No	The date and time when the attendee left the meeting.
Meeting End Time	Datetime	False	No	The time when the remote meeting officially ended.
Meeting Start Time	Datetime	False	No	The time when the remote meeting officially started.
Meeting Type On24	String	False	No	The type of meeting if conducted via ON24 platform.
Display Name	String	False	No	The display name shown in the remote meeting interface.
Network Type	String	False	No	The type of network used by the attendee, such as Wi-Fi or cellular.
Participant Id	String	False	No	The identifier used to represent the attendee within the meeting system.
SpotMe Attended Session	Bool	False	No	The flag indicating whether the attendee participated in a SpotMe session.
SpotMe Live Claps	Decimal	False	No	The number of live claps recorded during a SpotMe session.
SpotMe Live Questions	Decimal	False	No	The number of live questions submitted by the attendee during a SpotMe session.
SpotMe Live Viewing	Decimal	False	No	The total seconds the attendee viewed a live SpotMe session.
SpotMe Replay Viewing	Decimal	False	No	The total seconds the attendee viewed a SpotMe replay session.
Veeva External Id	String	False	No	The external identifier used by the Veeva platform for this attendee.
Veeva Remote Meeting Id	String	False	No	The identifier for the remote meeting in the Veeva platform.
Account	String	False	No	The associated account or organization linked to the attendee.
Call	String	False	No	The call record associated with the remote meeting attendee.
Event Attendee	String	False	No	The link to the event attendee record related to the meeting.
Event Session Attendee	String	False	No	The link to the event session attendee record.
Event Session	String	False	No	The session of the event that the attendee participated in.
Event Speaker	String	False	No	The reference to the event speaker record, if the attendee was a speaker.
Event	String	False	No	The overall event linked to the remote meeting attendance.
Remote Meeting	String	False	No	The specific remote meeting session that the attendee joined.
User	String	False	No	The internal user associated with the attendee record.
Meeting Duration	Decimal	True	No	The total duration of the attendee's participation in the meeting, in seconds.
Legacy CRM Id	String	False	No	The identifier of the attendee record from a legacy CRM system.

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RemoteMeetingRatings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the remote meeting rating record.
Remote Meeting Rating Type	String	True	No	The classification or object type of the remote meeting rating.
Global ID	String	True	No	The globally unique identifier used for system-wide integration and tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the rating record.
Remote Meeting Rating Name	String	True	No	The name or title assigned to the remote meeting rating.
Status	String	False	No	The current status of the remote meeting rating, such as active or archived.
Created By	String	True	No	The user who originally created the remote meeting rating record.
Created Date	Datetime	True	No	The date and time when the rating record was created.
Last Modified By	String	True	No	The user who most recently modified the remote meeting rating record.
Last Modified Date	Datetime	True	No	The date and time when the rating record was last updated.
Device	String	False	No	The type of device used by the participant when submitting the rating.
Network Type	String	False	No	The type of network connection used, such as Wi-Fi or cellular.
Rating: Audio	Bool	False	No	The flag indicating whether the audio quality was rated.
Rating: Content	Bool	False	No	The flag indicating whether the content quality was rated.
Rating: Ease Of Use	Bool	False	No	The flag indicating whether the ease of use was rated.
Rating: Joining	Bool	False	No	The flag indicating whether the process of joining the meeting was rated.
Rating: Other	Bool	False	No	The flag indicating whether another aspect was rated.
Rating: Overall Meeting Experience	Decimal	False	No	The numeric score representing the overall meeting experience.
Rating: Screen Share	Bool	False	No	The flag indicating whether the screen sharing experience was rated.
Rating Submitted Datetime	Datetime	False	No	The date and time when the rating was submitted.
Rating: Video	Bool	False	No	The flag indicating whether the video quality was rated.
Rating: Virtual Meeting	Bool	False	No	The flag indicating whether the overall virtual meeting experience was rated.
Veeva External Id	String	False	No	The external identifier used by the Veeva platform for this rating.
Veeva Remote Meeting Id	String	False	No	The identifier of the remote meeting in the Veeva platform.
Call	String	False	No	The associated call record related to the rating.
Event Attendee	String	False	No	The event attendee associated with the rating submission.
Event Speaker	String	False	No	The speaker associated with the event and rating.
Event	String	False	No	The overall event linked to the remote meeting rating.
Remote Meeting	String	False	No	The remote meeting session that was rated.
Owner	String	False	No	The user or team responsible for the rating record.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system.

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RemoteMeetings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the remote meeting record.
Remote Meeting Type	String	True	No	The classification or object type of the remote meeting.
Global ID	String	True	No	The globally unique identifier used for cross-system integration and tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the remote meeting record.
Remote Meeting Name	String	True	No	The name or title of the remote meeting.
Status	String	False	No	The current status of the remote meeting, such as scheduled, completed, or cancelled.
Created By	String	True	No	The user who originally created the remote meeting record.
Created Date	Datetime	True	No	The date and time when the remote meeting record was created.
Last Modified By	String	True	No	The user who most recently modified the remote meeting record.
Last Modified Date	Datetime	True	No	The date and time when the remote meeting record was last updated.
Allow for Joining Event via Zoom	Bool	False	No	The flag indicating whether users can join the event via Zoom.
Allow for Joining via Zoom	Bool	False	No	The flag indicating whether users can join the meeting directly via Zoom.
Processing Status	String	False	No	The processing status of the attendance report for the remote meeting.
Description	String	False	No	The description or summary information related to the remote meeting.
Engagement Minutes	Double	False	No	The total number of minutes of participant engagement recorded during the meeting.
Latest Meeting Start Datetime	Datetime	False	No	The most recent start time for the meeting session.
Meeting Id	String	False	No	The unique identifier assigned to the meeting by the remote meeting platform.
Meeting Name	String	False	No	The name of the meeting session as configured in the remote platform.
Meeting Outcome Status	String	False	No	The final status or result of the meeting, such as completed or failed.
Meeting Password	String	False	No	The password required to join the meeting if one is set.
Mobile ID	String	False	No	The identifier for mobile access to the remote meeting record.
Rating Submitted?	Bool	False	No	The flag indicating whether a participant submitted a meeting rating.
Scheduled DateTime	Datetime	False	No	The date and time when the remote meeting was scheduled to begin.
Successfully Scheduled	Bool	False	No	The flag indicating whether the meeting was successfully scheduled.
Veeva External Id	String	False	No	The external identifier used by the Veeva platform for the meeting.
Zoom Join Token	String	False	No	The token used to securely join the Zoom meeting.
Dial In Numbers	String	False	No	The phone numbers provided for joining the meeting via dial-in.
Assigned Host	String	False	No	The user assigned as the host of the remote meeting.
Event	String	False	No	The associated event that the remote meeting is part of.
Alternative Host 1	String	False	No	The first alternative host assigned to the meeting.
Alternative Host 2	String	False	No	The second alternative host assigned to the meeting.
Alternative Host 3	String	False	No	The third alternative host assigned to the meeting.
Owner	String	False	No	The user or team responsible for managing the remote meeting record.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system.
Microsoft Teams Meeting External Id	String	False	No	The external identifier for the Microsoft Teams meeting.
Microsoft Teams Meeting Link	String	False	No	The link used to join the meeting via Microsoft Teams.
User Country	String	False	No	The country of the user associated with the remote meeting.

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RepRoster

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the user record within the system.
Global ID	String	True	No	The globally unique identifier used for integration and system-wide tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the user record.
User Name	String	False	No	The name of the user for display and reference purposes.
Status	String	False	No	The current status of the user record, such as active or inactive.
Created By	String	True	No	The user who originally created the user record.
Created Date	Datetime	True	No	The date and time when the user record was created.
Last Modified By	String	True	No	The user who most recently modified the user record.
Last Modified Date	Datetime	True	No	The date and time when the user record was last updated.
Address Line 1	String	False	No	The primary street address associated with the user.
Address Line 2	String	False	No	The secondary street address associated with the user, if applicable.
City	String	False	No	The city in which the user is located.
Computer Asset Tag	String	False	No	The asset tag number assigned to the user's computer.
Fax Number	String	False	No	The fax number associated with the user.
Home Phone	String	False	No	The user's home phone number.
Mobile Number	String	False	No	The user's mobile phone number.
Organization Id	String	False	No	The identifier for the organization the user belongs to.
State	String	False	No	The state or province associated with the user's address.
Territory	String	False	No	The assigned sales or operational territory for the user.
Username External Id	String	False	No	The external system identifier for the user's username.
VIN #	String	False	No	The Vehicle Identification Number (VIN) associated with the user, if applicable.
Zip	String	False	No	The ZIP or postal code for the user's address.
Owner	String	False	No	The user or team responsible for managing this user record.
Legacy CRM Id	String	False	No	The identifier for the user record from a legacy CRM system.

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Responses

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	The unique identifier for the response record within the system.
Response_Type	String	False	No	The type or classification of the response, such as text, numeric, or date.
Name	String	False	No	The name or label of the response record for reference.
Status	String	False	No	The current status of the response, such as active or inactive.
Created_By	String	False	No	The user who originally created the response record.
Created_Date	Datetime	False	No	The date and time when the response record was created.
Last_Modified_By	String	False	No	The user who most recently modified the response record.
Last_Modified_Date	Datetime	False	No	The date and time when the response record was last updated.
AttachmentAllowed_Attachment	Bool	False	No	The flag indicating whether an attachment file is allowed.
AttachmentAllowed_Document	Bool	False	No	The flag indicating whether a document is allowed as an attachment.
Attachment_Document	String	False	No	The name or reference to the attached document.
AttachmentDocument_unbound	Int	False	No	The numeric value representing an unbound document attachment, if applicable.
AttachmentRequired_Attachment	Bool	False	No	The flag indicating whether an attachment is required.
AttachmentRequired_Document	Bool	False	No	The flag indicating whether a document is required as an attachment.
Checklist	String	False	No	The checklist to which this response is associated.
Comment	String	False	No	The comment text associated with the response.
Comment_Allowed	Bool	False	No	The flag indicating whether commenting is allowed for this response.
Comment_Required	Bool	False	No	The flag indicating whether a comment is required for submission.
Maximum_Answer_Value	Int	False	No	The highest allowable value for a numeric response.
Minimum_Answer_Value	Int	False	No	The lowest allowable value for a numeric response.
Question_Text	String	False	No	The text of the question to which this response corresponds.
Required_Response	Bool	False	No	The flag indicating whether a response is mandatory.
Response_Text	String	False	No	The free-text response provided by the user.
Response_Number	Int	False	No	The numeric value submitted in response to the question.
Response_Date	Date	False	No	The date submitted in response to the question.
Maximum_Selectable_Answers	Int	False	No	The maximum number of options that may be selected in the response.
Checklist_Answer_Type	String	False	No	The type of answer allowed in the checklist (for example, single choice or multi-select).
Checklist_Design	String	False	No	The design or format template applied to the checklist.
Sorting_Order	String	False	No	The order used to sort this response among others.
Display_Order	String	False	No	The order in which the response is displayed in the UI.
Enabled	Bool	False	No	The flag indicating whether this response option is currently enabled.
Section	String	False	No	The section within the form or checklist to which the response belongs.
Question_Design	String	False	No	The design template or style applied to the question.
Lifecycle	String	False	No	The lifecycle assigned to the response record, defining its usage state.
Lifecycle_State	String	False	No	The current state within the response lifecycle, such as Draft or Published.

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RuleDefinitions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the rule definition record within the system.
Rule Definition Type	String	True	No	The classification or object type of the rule definition.
Global ID	String	True	No	The globally unique identifier used for system-wide integration and tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the rule definition record.
Rule Definition Name	String	False	No	The name or title of the rule definition for display and reference.
Status	String	False	No	The current status of the rule definition, such as active or inactive.
Created By	String	True	No	The user who originally created the rule definition record.
Created Date	Datetime	True	No	The date and time when the rule definition record was created.
Last Modified By	String	True	No	The user who most recently modified the rule definition record.
Last Modified Date	Datetime	True	No	The date and time when the rule definition record was last updated.
Active	Bool	False	No	The flag indicating whether the rule definition is currently active.
CRC	String	False	No	The cyclic redundancy check (CRC) value used to validate data integrity.
Display Field	String	False	No	The field used for display purposes when referencing the rule.
Error Condition Formula	String	False	No	The formula or logic that defines the condition under which the rule triggers an error.
Master Message	String	False	No	The primary message shown when the error condition is met.
Order	Decimal	False	No	The order or priority in which the rule should be evaluated or displayed.
Supported	Bool	False	No	The flag indicating whether the rule is supported in the current system environment.
VExternal Id	String	False	No	The external identifier used by the Veeva platform for the rule definition.
Object	String	False	No	The object or module to which the rule definition applies.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system.

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RuleMessageTranslations

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the rule message translation record within the system.
Rule Message Translation Type	String	True	No	The classification or object type of the rule message translation.
Global ID	String	True	No	The globally unique identifier used for integration and cross-system tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the rule message translation record.
Rule Message Translation Name	String	True	No	The name or label of the rule message translation for display purposes.
Status	String	False	No	The current status of the rule message translation, such as active or inactive.
Created By	String	True	No	The user who originally created the rule message translation record.
Created Date	Datetime	True	No	The date and time when the rule message translation record was created.
Last Modified By	String	True	No	The user who most recently modified the rule message translation record.
Last Modified Date	Datetime	True	No	The date and time when the rule message translation record was last updated.
Language	String	False	No	The language in which the rule message is translated.
Message Translation	String	False	No	The translated version of the rule message in the specified language.
VExternal Id	String	False	No	The external identifier used by the Veeva platform for the translation record.
Rule Definition	String	False	No	The rule definition to which this translated message is linked.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system.

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RuleObjectHeaders

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	The unique identifier for the rule object header record within the system.
Rule Object Header Type	String	True	No	The classification or object type of the rule object header.
Global ID	String	True	No	The globally unique identifier used for integration and cross-platform tracking.
Link	String	False	No	The system-generated hyperlink or reference to access the rule object header.
Rule Object Header Name	String	False	No	The name or label of the rule object header for display and identification.
Status	String	False	No	The current status of the rule object header, such as active or inactive.
Created By	String	True	No	The user who originally created the rule object header record.
Created Date	Datetime	True	No	The date and time when the rule object header record was created.
Last Modified By	String	True	No	The user who most recently modified the rule object header record.
Last Modified Date	Datetime	True	No	The date and time when the rule object header record was last updated.
Devices	String	False	No	The list of devices or platforms to which the rule object header applies.
Number Validation Rules	Decimal	False	No	The number of validation rules associated with this rule object header.
Predicate	String	False	No	The conditional logic or expression used to trigger or apply the rule.
Rule Object Header Status	String	False	No	The current state or result of the rule object header execution.
VExternal Id	String	False	No	The external identifier used by the Veeva platform for this record.
Owner	String	False	No	The user or team responsible for managing the rule object header.
Legacy CRM Id	String	False	No	The identifier from a legacy Customer Relationship Management (CRM) system.

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SalesIncrementalTransactions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the sales incremental transaction record.
Global ID	String	True	No	System-generated global identifier used for cross-vault or cross-system integration.
Link	String	False	No	System-managed URL linking to the detailed record in Veeva Vault.
Sales Incremental Transaction Name	String	False	No	Descriptive name or title assigned to the sales incremental transaction.
Status	String	False	No	Current processing status of the transaction, such as Draft, Submitted, or Completed.
Created By	String	True	No	Username or ID of the individual who initially created the transaction record.
Created Date	Datetime	True	No	Timestamp indicating when the transaction record was first created.
Last Modified By	String	True	No	Username or ID of the person who last updated the transaction.
Last Modified Date	Datetime	True	No	Date and time when the transaction record was last modified.
Delivery Price	Double	False	No	Total price associated with the delivery of the product to the customer.
Distributor Branch Id	Decimal	False	No	Unique identifier for the specific branch of the distributor responsible for the transaction.
Distributor Comment	String	False	No	Additional notes or instructions provided by the distributor regarding the transaction.
Distributor Id	Decimal	False	No	Unique identifier for the distributor organization involved in the transaction.
External ID	Decimal	False	No	Identifier used by external systems to reference this transaction for integration or reconciliation.
Hospital Id	Decimal	False	No	Unique identifier for the hospital or healthcare institution involved in the transaction.
Issue Date	Date	False	No	Date on which the transaction document or slip was officially issued.
Metric 1	Double	False	No	Custom numerical metric 1 used for analytical or reporting purposes.
Metric 2	Double	False	No	Custom numerical metric 2 used for analytical or reporting purposes.
Metric 3	Double	False	No	Custom numerical metric 3 used for analytical or reporting purposes.
Pharmacy Id	Decimal	False	No	Identifier of the pharmacy that fulfilled or participated in the transaction.
Product	String	False	No	Product group or category associated with the transaction line item.
Receipt Comment	String	False	No	Optional comment or note recorded on the receipt of the transaction.
Sales Date	Date	False	No	Actual date on which the sale was executed or finalized.
Sales Quantity	Double	False	No	Quantity of the product sold in this transaction.
Settlement Price	Double	False	No	Final negotiated or settled price agreed upon for the transaction.
Slip Number	String	False	No	Reference number or code associated with the transaction slip or invoice.
Slip Type	String	False	No	Classification of the transaction slip, such as Invoice, Credit Note, or Debit Memo.
Transaction Datetime	Datetime	False	No	Full timestamp capturing the precise date and time of the transaction event.
Unit Price	Double	False	No	Price per unit of the product sold in the transaction.
Owner	String	False	No	User or system responsible for ownership and governance of the transaction record.
Legacy CRM Id	String	False	No	Identifier referencing this transaction in a previous or legacy ustomer Relationship Management (CRM) system.

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SalesTransactions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the sales transaction record.
Global ID	String	True	No	System-generated global identifier used to reference the transaction across Vault instances.
Link	String	False	No	System-generated link to directly access the sales transaction record within the Vault application.
Sales Transaction Name	String	False	No	Name or title of the sales transaction, typically representing the transaction event or purpose.
Status	String	False	No	Current status of the sales transaction, such as Draft, Approved, or Completed.
Created By	String	True	No	User who initially created the sales transaction record.
Created Date	Datetime	True	No	Date and time when the sales transaction was first created.
Last Modified By	String	True	No	User who last modified the sales transaction record.
Last Modified Date	Datetime	True	No	Date and time of the most recent update to the sales transaction record.
B100	Double	False	No	Custom metric B100 associated with the transaction, potentially used for financial or performance tracking.
B101	Double	False	No	Custom metric B101 tied to the transaction, which can represent a pricing, quantity, or adjustment value.
B102	Double	False	No	Custom numeric field B102 for capturing transaction-specific data, such as discount rates or unit costs.
B103	Double	False	No	Numeric field B103, used for custom calculations or business metrics related to the transaction.
B104	Double	False	No	User-defined field B104, commonly used to track monetary values or internal scoring.
B105	Double	False	No	Numeric field B105, potentially used to represent tax, markup, or volume-related values.
B106	Double	False	No	Field B106 stores custom quantitative data tied to the sales transaction process.
B107	Double	False	No	Custom metric B107, typically configured for analytics or operational tracking.
B108	Double	False	No	User-defined numeric value B108 related to transaction performance or classification.
B109	Double	False	No	Custom field B109 used to store additional computed or imported financial data.
B10	Double	False	No	Legacy or system-specific metric B10, can represent a subtotal or line-level amount.
B110	Double	False	No	Custom data point B110, configured for a business rule or workflow logic.
B111	Double	False	No	User-configurable metric B111, used for validation or reporting calculations.
B112	Double	False	No	Numerical value B112 designed for transaction-specific analytics or summarization.
B113	Double	False	No	Custom field B113 storing numeric details related to transaction categorization.
B114	Double	False	No	Metric B114, likely used for tracking amounts, rates, or quantities in a transaction.
B115	Double	False	No	Numeric field B115 supporting business-specific reporting or segmentation.
B116	Double	False	No	Calculated or user-entered value B116 representing transaction metadata or detail.
B117	Double	False	No	Field B117 reserved for custom extensions to the transaction model.
B118	Double	False	No	Final numeric metric B118 used in sales transaction analytics, validation, or documentation.
B119	Double	False	No	Represents the transaction amount or quantity for item or metric code B119, typically used in performance or sales reporting.
B11	Double	False	No	Contains the numerical value associated with item or indicator B11, which can represent a specific sales volume or metric.
B120	Double	False	No	Stores the value for sales metric B120, potentially used for regional or category-specific reporting.
B121	Double	False	No	Numeric field capturing data related to B121, possibly tied to transactional performance or product-specific statistics.
B122	Double	False	No	Reflects data for sales indicator B122, which can denote a particular sales phase or customer segment metric.
B123	Double	False	No	Holds the calculated value for B123, typically representing detailed breakdowns in transaction-level data.
B124	Double	False	No	Includes metric data under code B124, often used for analytical tracking of sales performance.
B125	Double	False	No	Captures the recorded value for B125, likely representing sales effectiveness or call outcome metrics.
B126	Double	False	No	This is used to store the double-precision value for B126, possibly linked to a time-based or region-specific transaction count.
B127	Double	False	No	Contains numerical data for B127, which can be related to incentive tracking, goals, or performance KPIs.
B128	Double	False	No	Stores sales-related information under code B128, often used in advanced analytics or trend analysis.
B129	Double	False	No	Numeric field representing the value of B129, potentially tied to compliance tracking or activity-based scoring.
B12	Double	False	No	Reflects transaction data or metric value under B12, possibly summarizing totals or sales rep performance.
B130	Double	False	No	Represents a calculated or input value for B130, frequently used in sales dashboards or reporting models.
B131	Double	False	No	Represents metric B131, a numerical field likely used to capture a sales-specific quantitative attribute such as product units, order volume, or regional allocation data.
B132	Double	False	No	Contains the B132 metric value, which can reflect a financial figure, performance indicator, or transactional count relevant to sales activities.
B133	Double	False	No	Stores the B133 value, potentially representing a derived or calculated measure within a sales reporting context such as average units sold or commission amount.
B134	Double	False	No	Captures the B134 metric, typically associated with secondary sales data points like adjusted totals or returns.
B135	Double	False	No	Tracks B135, a numeric value possibly linked to discount rates, product availability scoring, or quota fulfillment.
B136	Double	False	No	Represents B136, which can relate to the conversion rate or sales penetration for a particular product or segment.
B137	Double	False	No	Holds the B137 value, often tied to business intelligence KPIs such as regional performance indexes or campaign-level metrics.
B138	Double	False	No	Numeric field B138, which can denote revenue contribution or a target achievement percentage in the context of sales.
B139	Double	False	No	Captures B139, a metric that could be used for measuring productivity, engagement level, or cross-sell ratios.
B13	Double	False	No	Represents the B13 numeric indicator, a foundational metric used across sales reports or dashboards for aggregating performance.
B140	Double	False	No	Stores the B140 field, likely related to revenue targets, sales incentives, or market share tracking.
B141	Double	False	No	Contains B141, a sales data metric often used to calculate trend analysis or year-over-year growth.
B142	Double	False	No	Captures B142 values that might reflect tiered pricing impact, demand variance, or product ranking scores.
B143	Double	False	No	Represents the B143 numeric indicator, potentially associated with internal benchmarking or compliance metrics.
B144	Double	False	No	Tracks B144 values that can be utilized for operational forecasting or incentive payout modeling.
B145	Double	False	No	Holds the B145 metric, typically tied to performance thresholds, deal closure ratios, or sales velocity.
B146	Double	False	No	Stores B146, which can represent a cumulative or weighted value used in executive reporting or sales analysis models.
B147	Double	False	No	Represents the total number of product samples distributed during the transaction, as recorded in field b147__v.
B148	Double	False	No	Indicates the total monetary value of all samples distributed, helping track high-value transactions via b148__v.
B149	Double	False	No	Captures the total volume or units sold in this transaction, aligned with field b149__v for inventory movement tracking.
B14	Double	False	No	Reflects a custom metric such as a transaction discount or adjustment factor, tied to field b14__v.
B150	Double	False	No	Denotes the number of Healthcare Professional (HCP) engagements linked to this sales event, stored in b150__v.
B151	Double	False	No	Records the number of promotional materials shared during the sales call, as captured in b151__v.
B152	Double	False	No	Measures the duration of the sales call or interaction in minutes, tracked using b152__v.
B153	Double	False	No	Represents a performance score or effectiveness rating of the transaction, calculated and stored in b153__v.
B154	Double	False	No	Indicates the percentage of the sales target achieved in this transaction, logged in b154__v.
B155	Double	False	No	Stores the bonus eligibility or earned incentive value for the sales rep related to this transaction, in b155__v.
B156	Double	False	No	Reflects a compliance score or audit metric for the sales interaction, recorded in field b156__v.
B157	Double	False	No	Captures the number of product variants discussed or presented during the transaction, noted in b157__v.
B158	Double	False	No	Represents the customer satisfaction score, usually gathered post-transaction, and stored in b158__v.
B159	Double	False	No	Denotes the count of follow-up actions scheduled or completed as part of this transaction, from field b159__v.
B15	Double	False	No	Captures a transaction-specific metric such as co-promotion indicator or marketing tag value, using b15__v.
B160	Double	False	No	Logs the number of samples returned, exchanged, or adjusted post-transaction, recorded in b160__v.
B161	Double	False	No	Metric B161: Captures the total monetary value of promotional samples distributed during the transaction period, used for compliance and tracking.
B162	Double	False	No	Metric B162: Represents the calculated average spend per territory associated with this transaction entry, typically used in sales performance evaluations.
B163	Double	False	No	Metric B163: Indicates the total volume of product units transferred in this transaction, reflecting operational throughput.
B164	Double	False	No	Metric B164: Tracks the return quantity of distributed items for reconciliation and loss prevention purposes.
B165	Double	False	No	Metric B165: Denotes adjusted gross revenue after discounts have been applied to the original transaction value.
B166	Double	False	No	Metric B166: Captures total tax applied to the transaction, including both sales and regulatory taxes where applicable.
B167	Double	False	No	Metric B167: Represents the amount attributed to shipping and handling fees included in the transaction.
B168	Double	False	No	Metric B168: Reflects the number of interactions recorded with healthcare providers in connection to this transaction.
B169	Double	False	No	Metric B169: Summarizes the number of samples requested in follow-up to this transaction by the receiving party.
B16	Double	False	No	Metric B16: Historical field retained for compatibility with legacy reporting systems, can represent deprecated or transitional values.
B170	Double	False	No	Metric B170: Reflects the cumulative value of bonuses or incentives issued to field reps based on this transaction's metrics.
B171	Double	False	No	Metric B171: Tracks calculated cost-per-call derived from field activity linked to the transaction.
B172	Double	False	No	Metric B172: Indicates the number of products with low inventory thresholds triggered during this transaction.
B173	Double	False	No	Metric B173: Denotes compliance score assigned to the transaction based on regulatory guidelines or internal policy.
B174	Double	False	No	Metric B174: Captures transaction-level flags for audit review, quality assurance, or data verification processes.
B175	Double	False	No	Metric B175: Stores calculated forecast accuracy by comparing expected vs. actual sales performance in this transaction.
B176	Double	False	No	Metric B176: Represents internal risk rating or alert level assigned based on transaction irregularities or anomalies.
B177	Double	False	No	Custom field B177 capturing a numeric sales-related metric specific to transaction audits or performance tracking.
B178	Double	False	No	Custom field B178 used to store calculated values related to pricing, discounts, or financial adjustments during a sales transaction.
B179	Double	False	No	Custom metric B179 that can reflect inventory counts, batch-level totals, or regulatory compliance data in sales workflows.
B17	Double	False	No	Field B17 typically stores a numeric value such as a transaction score, risk factor, or forecast indicator.
B180	Double	False	No	Custom field B180 potentially representing volume-based sales data, quantity multipliers, or promotional impact figures.
B181	Double	False	No	Numeric field B181 tracking partner-related revenue shares, sales commissions, or allocation metrics.
B182	Double	False	No	Field B182 used to record detailed numeric inputs such as expected delivery counts, sample allocation, or sales thresholds.
B183	Double	False	No	Custom field B183 capturing structured financial metrics, such as invoice discrepancies or tax computations tied to a transaction.
B184	Double	False	No	Field B184 used in transaction analytics to quantify customer-level segmentation or campaign responsiveness.
B185	Double	False	No	Numeric field B185 storing reporting-specific values like year-over-year sales change, margin variances, or product-level benchmarks.
B186	Double	False	No	Custom metric B186 used for internal tracking of SLA adherence, delivery turnaround time, or fulfillment rates.
B187	Double	False	No	Field B187 likely designed to store sales scorecards, transaction-based evaluations, or compliance checkpoints.
B188	Double	False	No	Field B188 represents numeric inputs linked to budget allocations, sales planning, or incentive payout estimations.
B189	Double	False	No	Custom field B189 tracking operational performance metrics such as distribution accuracy, region-based performance, or logistics delays.
B18	Double	False	No	Field B18 typically holds a transaction-level numeric identifier, such as a sales stage progress index or milestone achievement score.
B190	Double	False	No	Custom numeric field B190 designed for advanced reporting calculations, potentially involving weighted averages or predictive scoring models.
B191	Double	False	No	Represents the numeric value associated with transaction attribute B191, which can correspond to a specific sales metric or internal identifier used in revenue tracking.
B192	Double	False	No	Numeric field capturing the value for B192, potentially indicating a secondary measurement related to the sales transaction such as a bonus, tax, or adjustment.
B193	Double	False	No	Stores a quantitative detail for field B193, likely representing a transaction-specific calculation such as margin, rate, or allocation.
B194	Double	False	No	Denotes the value of field B194, which can be used to represent a special condition, conversion factor, or auxiliary amount in the context of a sales event.
B195	Double	False	No	Holds the numerical data for B195, potentially a derived figure such as prorated cost, distributed revenue, or tier-based value.
B196	Double	False	No	Reflects the value associated with B196, which might correspond to an internal system flag, quota metric, or adjusted transaction score.
B197	Double	False	No	Captures the transaction-specific amount for B197, possibly indicating regional variance, cost override, or incentive payout.
B198	Double	False	No	Numeric representation of B198, which can be a result of business logic related to rebates, net sales, or promotion deductions.
B199	Double	False	No	Stores the double-precision number for B199, used potentially for performance indicators, ROI calculations, or transactional benchmarks.
B19	Double	False	No	Represents a key numeric value from field B19, often linked to legacy codes or standardized values used across historical transaction records.
B1	Double	False	No	Core transaction amount or indicator labeled as B1, possibly representing the primary sales figure or unit price in the transaction dataset.
B200	Double	False	No	Captures the calculated or input value for B200, often used for extended transaction attributes such as total discount or customer ranking score.
B201	Double	False	No	Stores the value of B201, which can represent estimated impact, strategic forecast data, or pipeline-derived contribution.
B202	Double	False	No	Numeric field for B202, likely associated with transaction metadata such as sales channel weight, allocation ratio, or uplift factor.
B203	Double	False	No	Holds the double value for B203, potentially tied to regulatory reporting, audit scoring, or CRM-influenced transaction weight.
B204	Double	False	No	Represents the value stored in B204, which could be relevant for compliance factors, exception tracking, or procedural adjustments.
B205	Double	False	No	Numeric data field for B205, which can reflect a concluding metric in the sales transaction pipeline, such as final evaluated value or quality assurance adjustment.
B206	Double	False	No	Represents a numeric metric associated with transactional performance, possibly a sales efficiency or conversion ratio indicator.
B207	Double	False	No	Quantitative value capturing a specific financial detail within the sales transaction, potentially related to rebates or discounts applied.
B208	Double	False	No	Holds a decimal-based value likely corresponding to tax adjustments or a calculated financial offset applied to the sale.
B20	Double	False	No	Stores a numerical code or measure used to segment transaction categories, such as region or product type.
B21	Double	False	No	Captures the unit cost or price per item sold in a given sales transaction.
B22	Double	False	No	Represents the total quantity of units sold for the item within the transaction record.
B23	Double	False	No	Reflects the gross transaction amount prior to discounts, taxes, or adjustments.
B24	Double	False	No	Indicates the discount applied to the transaction, recorded as a numeric value.
B25	Double	False	No	Represents tax or VAT calculated for the transaction line item.
B26	Double	False	No	Final amount after applying discounts and taxes, serving as the net transaction value.
B27	Double	False	No	Tracks the commission or incentive value earned for this transaction line.
B28	Double	False	No	Contains the budget allocation value from the marketing or sales budget attributed to this transaction.
B29	Double	False	No	Numeric field used for auditing purposes, potentially tracking internal validation scores or system checks.
B2	Double	False	No	Stores the transaction sequence or priority index, helping define order or processing logic.
B30	Double	False	No	Represents a custom financial calculation applied to the transaction, such as margin or profitability ratio.
B31	Double	False	No	Captures an adjustment or correction applied post-transaction, used for financial reconciliation.
B32	Double	False	No	Captured numeric value representing sales-related attribute B32, typically associated with customer-specific transaction metrics.
B33	Double	False	No	Numeric value for B33, which can correspond to calculated revenue figures or performance thresholds tied to a sales operation.
B34	Double	False	No	Represents a transaction-specific metric B34, often used in the context of sales event logging or reporting analysis.
B35	Double	False	No	Quantitative field used to track value B35, which could relate to inventory movement, sales volume, or pricing adjustments.
B36	Double	False	No	This is used to store financial or operational figures labeled as B36, such as sales discounts, surcharges, or allocation ratios.
B37	Double	False	No	Reflects a transaction factor B37, commonly used for internal reporting on customer engagements or product performance.
B38	Double	False	No	This column tracks metric B38, typically linked to promotional effectiveness, sales representative output, or regional performance.
B39	Double	False	No	Stores numeric value B39, which could indicate invoice totals, rebate amounts, or internal adjustment coefficients.
B3	Double	False	No	Represents base metric B3, frequently used in legacy transaction tracking or as a foundational sales data component.
B40	Double	False	No	Contains figure B40 related to secondary financial indicators like commissions, bonuses, or channel-specific allocations.
B41	Double	False	No	A value representing attribute B41, often associated with client groupings, specialty campaign results, or offer tracking.
B42	Double	False	No	Sales transaction field B42, possibly referencing currency conversions, unit sales in bundles, or performance indexing.
B43	Double	False	No	This is used for tracking operational metric B43, which can pertain to delivery compliance, logistics KPIs, or distribution effort.
B44	Double	False	No	Stores measurement B44, likely related to territory-based performance analysis or vertical market segmentation outcomes.
B45	Double	False	No	Numeric representation of B45, which can support audit trail evaluations, escalation flags, or workflow scoring.
B46	Double	False	No	Captures quantitative detail B46, possibly associated with VAT, tax implications, or pricing tier differentiation.
B47	Double	False	No	Represents transaction variable B47, generally used for special case sales activities, such as incentive qualification or exception handling.
B48	Double	False	No	Custom numeric field B48, often used to capture a transaction-specific metric such as discount rate or secondary commission amount.
B49	Double	False	No	Custom numeric field B49, which can represent an override value, rebate percentage, or similar sales adjustment metric.
B4	Double	False	No	Custom numeric field B4, typically configured to store region-specific sales figures or a derived calculation based on quantity and unit price.
B50	Double	False	No	Custom numeric field B50, often used to store a calculated field such as promotional value, bonus allocation, or pricing variance.
B51	Double	False	No	Custom numeric field B51, potentially representing a secondary sales performance indicator or territory-based sales quota.
B52	Double	False	No	Custom numeric field B52, likely capturing transactional costs such as shipping fees, handling charges, or packaging expenses.
B53	Double	False	No	Custom numeric field B53, used to track supplementary sales data such as adjusted net value or customer-level adjustments.
B54	Double	False	No	Custom numeric field B54, intended to hold alternate revenue figures such as exchange rate-adjusted revenue or tax-adjusted amounts.
B55	Double	False	No	Custom numeric field B55, capturing metrics linked to customer engagement levels or incentive-based volume tiers.
B56	Double	False	No	Custom numeric field B56, which can be used to hold data for time-sensitive sales elements like flash discount totals or campaign spend.
B57	Double	False	No	Custom numeric field B57, used for tracking metrics tied to digital sales channels, such as app-based transactions or website-specific revenue.
B58	Double	False	No	Custom numeric field B58, which could reflect legacy import values, conversion-adjusted amounts, or integration-transferred data.
B59	Double	False	No	Custom numeric field B59, generally used for customized reporting, capturing data like forecast overrides or market simulation outcomes.
B5	Double	False	No	Custom numeric field B5, commonly used in sales performance reports, potentially representing a fixed monthly quota or benchmark value.
B60	Double	False	No	Custom numeric field B60, used for high-level rollup data such as quarterly aggregate sales or pipeline-weighted projections.
B61	Double	False	No	Custom numeric field B61, capturing transaction-level statistics such as sales effectiveness ratios or conversion efficiency scores.
B62	Double	False	No	Custom numeric field B62, frequently configured to log adjustment factors, refund percentages, or tolerance thresholds.
B63	Double	False	No	Custom numeric field B63, used to represent grouped transaction data such as cluster-level totals or territory aggregates.
B64	Double	False	No	Custom numeric field B64, often applied to quality control or audit checks, capturing calculated discrepancies or flags.
B65	Double	False	No	Custom numeric field B65, potentially used to hold compliance scores, customer satisfaction metrics, or audit result indicators.
B66	Double	False	No	Represents the total discount amount applied to the transaction before tax calculations.
B67	Double	False	No	Indicates the final invoice value after applying all discounts and taxes.
B68	Double	False	No	Captures the unit cost of the product or service sold in the transaction.
B69	Double	False	No	Reflects the total quantity of items returned or reversed in this transaction.
B6	Double	False	No	Internal metric B6 used for pricing adjustment calculations based on territory or customer tier.
B70	Double	False	No	Represents the applied tax percentage or rate used in the transaction.
B71	Double	False	No	Captures the net payable amount post all adjustments including discounts and taxes.
B72	Double	False	No	Denotes the shipment cost incurred for fulfilling this particular transaction.
B73	Double	False	No	Holds the promotional discount percentage if the sale was part of a campaign.
B74	Double	False	No	Tracks the revenue contribution from this transaction toward monthly sales goals.
B75	Double	False	No	Represents an internal risk score or confidence factor associated with this transaction.
B76	Double	False	No	Indicates the average deal size in which this transaction falls, based on historical ranges.
B77	Double	False	No	Captures the transaction margin percentage based on cost vs. invoice value.
B78	Double	False	No	Stores adjustment values due to late payments, refunds, or invoice corrections.
B79	Double	False	No	This is used to represent the weighted revenue impact for sales compensation calculations.
B7	Double	False	No	Internal metric B7 tracking customer engagement level during the sales cycle.
B80	Double	False	No	Captures the sales channel ID through which the transaction was executed, such as direct, partner, or digital.
B81	Double	False	No	Indicates the calculated customer lifetime value contribution derived from this sale.
B82	Double	False	No	Represents the discount percentage applied to the transaction, often used for promotional pricing analysis.
B83	Double	False	No	Captures the final net price after all discounts, rebates, and adjustments have been applied.
B84	Double	False	No	Indicates the wholesale acquisition cost (WAC) at the time of the transaction, used for market comparisons.
B85	Double	False	No	Specifies the cost of goods sold (COGS) for the item in this transaction, contributing to profitability metrics.
B86	Double	False	No	Shows the markup amount added to the base cost to derive the list price for the transaction item.
B87	Double	False	No	Reflects the reimbursement amount expected from third-party payers or insurance entities for this sale.
B88	Double	False	No	Denotes the government price ceiling relevant to the item, ensuring compliance with regulatory price limits.
B89	Double	False	No	Tracks the total taxes applied to this transaction, including local, state, and federal taxes.
B8	Double	False	No	Stores a custom business-specific metric, such as internal performance scoring or incentive triggers.
B90	Double	False	No	Measures the quantity sold in standard units, providing input for forecasting and sales performance tracking.
B91	Double	False	No	Indicates the number of free or bonus units included in the transaction, commonly used in sampling programs.
B92	Double	False	No	Represents the sales territory multiplier, used for crediting sales teams based on regional contributions.
B93	Double	False	No	Contains the calculated gross margin for the transaction, derived from price and COGS differentials.
B94	Double	False	No	Holds the standard price before any customer-specific or market-based adjustments are applied.
B95	Double	False	No	Captures the actual invoice amount paid by the customer, post-discounts and returns.
B96	Double	False	No	Stores the internal revenue code or classification tied to this transaction for accounting purposes.
B97	Double	False	No	Reflects the percentage of transaction cost attributed to logistics and distribution overhead.
B98	Double	False	No	Indicates the volume-based rebate or credit earned as part of a larger purchasing agreement.
B99	Double	False	No	Captures the deferred revenue portion from this transaction, relevant for multi-period revenue recognition.
B9	Double	False	No	Internal numeric identifier used for reference or system-specific computations within the sales transaction dataset.
Brick	String	False	No	Geographical segmentation code, commonly used in pharmaceutical sales to define territories for sales reporting and analysis.
Child ID	String	False	No	Identifier for a subordinate or related entity, such as a sub-account or dependent product, linked to the parent record.
Data Channel	String	False	No	Indicates the source or type of channel through which the sales data was collected, such as retail, mail order, or specialty pharmacy.
ID2	String	False	No	Secondary unique identifier for the transaction or record, often used in legacy systems or integration processes.
Market	String	False	No	Specifies the healthcare market or therapeutic area in which the transaction took place, used for segmentation and analytics.
Payer Id	String	False	No	Unique identifier assigned to the insurance payer or benefit provider responsible for reimbursing the transaction.
Payer Plan	String	False	No	Name or identifier of the specific insurance or benefit plan associated with the payer, used to distinguish between multiple plans under the same payer.
Product_Group	String	False	No	Categorization of the product involved in the transaction, grouping similar medications or treatments for reporting purposes.
Territory Name	String	False	No	The descriptive name of the sales territory associated with the transaction, used for sales force alignment and performance tracking.
Type	String	False	No	Specifies the classification or nature of the transaction, such as new, refill, adjustment, or sample.
Zip	String	False	No	Postal ZIP code indicating the geographic location related to the transaction, typically of the prescribing provider or dispensing pharmacy.
Owner	String	False	No	Vault-specific owner ID referencing the user or process that owns or submitted the transaction record.
Legacy CRM Id	String	False	No	Identifier carried over from a previous Customer Relationship Management (CRM) system, used to map historical data to the current Vault record.

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SampleInventories

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the sample inventory record within the system.
Sample Inventory Type	String	True	No	Specifies the type of sample inventory, such as physical, digital, or returned, used to categorize inventory records.
Global ID	String	True	No	System-generated unique identifier used across Vaults and integrations to track the record globally.
Link	String	False	No	System link or URL reference that enables direct access to this sample inventory record within the Vault application.
Inventory Name	String	True	No	The descriptive name assigned to this sample inventory record, typically used for reporting or identification.
Status	String	True	No	Current status of the sample inventory, such as In Progress, Completed, or Cancelled, used to track workflow progression.
Created By	String	True	No	Username or ID of the user who originally created the inventory record.
Created Date	Datetime	True	No	Date and time when the inventory record was first created in the system.
Last Modified By	String	True	No	Username or ID of the user who last modified the inventory record.
Last Modified Date	Datetime	True	No	Date and time of the most recent modification to the inventory record.
Audit	Bool	False	No	Indicates whether audit tracking is enabled for this inventory record; true if auditing is active.
Inventory Date Time	Datetime	False	No	The official date and time the inventory count was performed, often used for compliance and reporting.
Inventory From Date	Datetime	False	No	Start date of the inventory period this record covers, used to define the reporting or tracking range.
Inventory Type	String	False	No	Classification of the inventory such as 'Field Inventory' or 'Return Inventory', defining the inventory's operational context.
Mobile Created Datetime	Datetime	False	No	Date and time when this record was initially created using a mobile device.
Mobile ID	String	False	No	Device-generated identifier associated with the record submission from a mobile application.
Mobile Last Modified Datetime	Datetime	False	No	Date and time when the record was last updated via a mobile device.
No Sample Lots	Bool	False	No	Flag indicating whether the inventory includes any sample lots; true means no lots are associated.
Previous Inventory Date Time	Datetime	False	No	The date and time of the preceding inventory event for the same account or owner, used for comparison and audit purposes.
Sample Inventory Status	String	False	No	Describes the operational state of the inventory, such as Pending Review, Approved, or Rejected.
Submitted Date	Datetime	False	No	Timestamp indicating when the inventory record was officially submitted for processing or approval.
Submitted	Bool	False	No	Boolean flag indicating whether the record has been submitted; true if it has been finalized.
Unlock	Bool	False	No	Boolean indicator showing whether the inventory record is unlocked and can still be edited.
Inventory For	String	False	No	Specifies the target entity (such as a user or territory) the inventory is being conducted for.
Owner	String	False	No	Internal Vault identifier for the user or team responsible for the inventory record.
Legacy CRM Id	String	False	No	Reference to the record's original ID from a previous Customer Relationship Management (CRM) system prior to migration into Vault.
Lifecycle	String	True	No	Name of the lifecycle configuration assigned to this inventory record, defining its governance stages.
Lifecycle State	String	True	No	Current state within the assigned lifecycle, reflecting business process position such as Draft or Approved.
Lifecycle State Stage ID	String	True	No	System identifier for the stage of the current lifecycle state, typically used in configuration.
Lifecycle Stage	String	True	No	Descriptive name of the current lifecycle stage, such as Initiation, Validation, or Closure.

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SampleInventoryItems

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the sample inventory item record within Veeva Vault.
Sample Inventory Item Type	String	True	No	Specifies the Vault object type of the sample inventory item, used to determine business rules and record behavior.
Global ID	String	True	No	System-assigned globally unique identifier that ensures cross-environment uniqueness for the inventory item.
Link	String	False	No	System-generated hyperlink to the inventory item record within the Vault interface.
Sample Inventory Item Number	String	True	No	Human-readable identifier or code for the sample inventory item, often used for display and reference purposes.
Status	String	False	No	Current status of the sample inventory item in the workflow, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or user ID of the individual who originally created the sample inventory item record.
Created Date	Datetime	True	No	Timestamp indicating when the sample inventory item record was first created in the system.
Last Modified By	String	True	No	Username or user ID of the last user who modified the sample inventory item record.
Last Modified Date	Datetime	True	No	Timestamp indicating the last time the sample inventory item record was updated.
Count	Decimal	False	No	Actual counted quantity of the sample product during a physical inventory process.
Expected Quantity	Decimal	False	No	System-expected quantity of the sample item based on historical inventory data or planned distribution.
Expiration Date	Date	False	No	The date on which the sample product lot expires and should no longer be used or distributed.
Lot #	String	False	No	Primary lot number associated with the sample inventory item, used for tracking and compliance purposes.
Mobile ID	String	False	No	Identifier generated by a mobile device during offline inventory actions; used to sync with Vault when reconnected.
Sample	String	False	No	Reference to the specific sample product associated with the inventory item, usually tied to a product catalog.
U/M	String	False	No	Unit of measure for the inventory item (for example, bottle, pack, blister), used to interpret count and expected quantities.
Unlock	Bool	False	No	Indicates whether the inventory item is editable (unlocked) or frozen (locked) from further changes during reconciliation.
Inventory Name	String	False	No	Name or label of the inventory event or audit session to which this sample inventory item belongs.
Lot #2	String	False	No	Secondary lot number used for lookup or cross-referencing purposes, possibly derived from external systems.
Difference	Decimal	True	No	Numeric difference between the expected and actual count values, used to identify discrepancies during reconciliation.
Legacy CRM Id	String	False	No	Identifier referencing the item in a legacy Customer Relationship Management (CRM) system, maintained for backward compatibility or data migration.

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SampleLimits

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the sample limit record within Veeva Vault.
Global ID	String	True	No	System-generated global identifier that uniquely distinguishes the record across environments.
Link	String	False	No	System-managed link reference used internally to associate related records.
Sample Limit Name	String	False	No	Descriptive name assigned to the sample limit, used for reference and reporting.
Status	String	False	No	Current lifecycle state of the sample limit record, such as Active, Inactive, or Draft.
Created By	String	True	No	Username or ID of the user who originally created the sample limit entry.
Created Date	Datetime	True	No	Timestamp indicating when the sample limit record was initially created.
Last Modified By	String	True	No	Username or ID of the user who last updated the sample limit entry.
Last Modified Date	Datetime	True	No	Timestamp marking the most recent modification to the sample limit record.
Account Types	String	False	No	Comma-separated list of account types to which the sample limit applies, such as HCP, HCO.
Disable Txn Create	Bool	False	No	Indicates whether transactions are blocked from being created under this sample limit.
Disbursed Amount	Decimal	False	No	Total monetary value of samples disbursed under the limit in the local currency.
Disbursed Amount Corp	Decimal	True	No	Corporate-calculated monetary value of disbursed samples, used for centralized financial tracking.
Local Currency	String	False	No	Local currency code used for financial fields, such as USD, EUR, or JPY.
Disbursed Quantity	Decimal	False	No	Total number of sample units that have been distributed under the current limit.
End Date	Date	False	No	Final date after which the sample limit is no longer valid or enforceable.
Enforce Limit	Bool	False	No	Specifies whether the system should actively enforce the limit during transaction processing.
External Id	String	False	No	Optional external identifier used to link this record with external systems or legacy databases.
Group Id	String	False	No	Identifier used to group related sample limits together, such as by region or product.
Limit Amount	Decimal	False	No	Maximum allowable monetary value that can be disbursed under this sample limit.
Limit Amount Corp	Decimal	True	No	Maximum allowable disbursement amount calculated by corporate standards, in corporate currency.
Limit Per Call	Bool	False	No	Specifies whether the sample limit should be applied on a per-call basis rather than overall.
Limit Quantity	Decimal	False	No	Maximum number of sample units that can be disbursed under this limit.
Merge Conflict Id	String	False	No	Identifier used to track records affected by data synchronization or merge conflicts.
Merged	Bool	False	No	Indicates whether the current record is a result of a merge operation.
Original Account Id	String	False	No	Identifier of the original account linked to this sample limit, used for auditing and historical reference.
Rolling Period	Decimal	False	No	Time period, in days or months, over which the disbursement limit is measured continuously.
Sample Limit Type	String	False	No	Categorization of the sample limit, such as Quantity-based, Value-based, or Custom.
Split Period	String	False	No	Defines how the sample limit is segmented over time, such as Monthly, Quarterly, or Annually.
Start Date	Date	False	No	Initial date from which the sample limit becomes active and enforceable.
Template Group	String	False	No	Template grouping identifier used to manage limits created from standardized templates.
Template in Use	Bool	False	No	Indicates whether this sample limit is currently active in a deployed template.
Template Unique Key	String	False	No	Unique key associated with the template instance used to generate the sample limit.
Account	String	False	No	Reference to the associated account, such as Healthcare Professional (HCP) or Healthcare Organization (HCO), to which this limit applies.
Product	String	False	No	Reference to the specific product that this sample limit regulates.
User	String	False	No	User to whom the sample limit is assigned, typically a field representative.
Owner	String	False	No	User or system identifier that owns or manages this sample limit record.
Remaining Amount	Decimal	True	No	Monetary value remaining under the limit that can still be disbursed.
Remaining Quantity	Decimal	True	No	Number of sample units remaining under the limit that can still be distributed.
Legacy CRM Id	String	False	No	Identifier from a previous or external Customer Relationship Management (CRM) system used for migration or cross-reference purposes.

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SampleLimitTransactions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the sample limit transaction record.
Global ID	String	True	No	System-generated global identifier used to ensure uniqueness across all Vault instances.
Link	String	False	No	System-generated URL link that provides direct access to the sample limit transaction record.
Sample Limit Transaction Name	String	True	No	Descriptive name of the sample limit transaction, typically used for display and reference.
Status	String	False	No	Current status of the transaction, such as Draft, Submitted, or Approved, reflecting its lifecycle stage.
Created By	String	True	No	Username or ID of the user who initially created the transaction record.
Created Date	Datetime	True	No	Timestamp indicating when the transaction record was first created.
Last Modified By	String	True	No	Username or ID of the user who last modified the transaction record.
Last Modified Date	Datetime	True	No	Timestamp indicating when the transaction record was most recently updated.
Account Id	String	False	No	Unique identifier of the associated account, typically referring to the healthcare professional or organization.
Account Name	String	False	No	Name of the account (healthcare provider or organization) associated with the sample limit transaction.
Amount To Disburse	Decimal	False	No	Planned monetary amount of sample product to be disbursed during the transaction, in the local currency.
Amount To Disburse Corp	Decimal	True	No	Equivalent corporate value of the amount to disburse, normalized for cross-region analysis and reporting.
Local Currency	String	False	No	Three-letter ISO currency code (such as USD, EUR) representing the local currency of the transaction.
Call Id	String	False	No	Unique identifier of the related call activity that initiated the sample transaction.
Call Sample Id	String	False	No	Unique identifier for the sample product provided during the call activity linked to this transaction.
Call Name	String	False	No	Descriptive name or title of the call associated with this sample limit transaction.
Disbursed Amount	Decimal	False	No	Actual monetary amount that was disbursed as part of this transaction, recorded in local currency.
Disbursed Amount Corp	Decimal	True	No	Equivalent corporate value of the disbursed amount, used for consolidated financial tracking.
Disbursed Quantity	Decimal	False	No	Total quantity of the sample products disbursed in this transaction.
End Date	Date	False	No	The effective end date of the transaction, indicating the last day it is valid or enforceable.
Enforce Limit	Bool	False	No	Indicates whether the sample disbursement is subject to predefined enforcement limits (true or false).
External Id	String	False	No	Reference ID from an external system used to integrate or track the transaction outside of Vault.
Group Id	String	False	No	Identifier representing a group or batch of transactions, often used for bulk processing or grouping related activities.
Limit Amount	Decimal	False	No	Total monetary value of the allowed sample limit for the specific transaction, expressed in the local currency.
Limit Amount Corp	Decimal	True	No	Corporate-level monetary limit for the sample transaction, typically reflecting enterprise-wide restrictions.
Limit Per Call	Bool	False	No	Indicates whether the sample limit applies to each call individually (true) or across multiple calls (false).
Limit Quantity	Decimal	False	No	Maximum number of sample units permitted to be distributed under this transaction.
Lot Number	String	False	No	Unique identifier for the product lot being disbursed, used for traceability and inventory management.
Merged	Bool	False	No	Specifies whether this transaction has been merged with another record, indicating consolidation of sample limits.
Product Id	String	False	No	Internal identifier of the product being sampled, typically used for data integration and system reference.
Product Name	String	False	No	Name of the product being sampled in this transaction, as recorded in the system.
Quantity To Disburse	Decimal	False	No	Planned number of sample units to be distributed during the call or transaction.
Reason	String	False	No	Justification or rationale for disbursing a sample, such as medical need or product launch.
Remaining Amount	Decimal	False	No	Remaining monetary value allowed to be disbursed under this sample limit after prior transactions.
Remaining Amount Corp	Decimal	True	No	Remaining corporate-level monetary value available for disbursement under this sample program.
Remaining Quantity	Decimal	False	No	Remaining number of sample units that can still be disbursed under the current limit.
Sample Limit Id	String	False	No	Unique identifier of the sample limit record associated with this transaction.
Sample Limit Name	String	False	No	Display name or label for the sample limit configuration used in this transaction.
Sample Limit Type	String	False	No	Categorization of the sample limit, such as annual, per-call, or product-specific.
Start Date	Date	False	No	Effective start date of the sample limit, indicating when the limit begins to apply.
User Id	String	False	No	Internal identifier of the user (typically a field representative) performing the sample transaction.
User Name	String	False	No	Full name of the user responsible for executing the sample transaction.
Account	String	False	No	Target account associated with the sample disbursement, typically representing a healthcare professional or organization.
Call	String	False	No	Identifier of the call record linked to this sample transaction, capturing interaction context.
Product	String	False	No	Reference to the product entity related to the sample transaction for traceability.
Sample Limit	String	False	No	Reference field linking to the overall sample limit configuration that governs this transaction.
User	String	False	No	Reference to the user entity associated with this sample limit transaction.
Owner	String	False	No	Identifier of the owner of the record, typically the user who created or is responsible for the transaction.
Legacy CRM Id	String	False	No	Identifier from a previous Customer Relationship Management (CRM) system used for data migration or backward compatibility.

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SampleLotAdds

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the sample lot add record, typically auto-generated by the system.
Sample Lot Add Type	String	True	No	Specifies the type of sample lot add operation, based on the configured object type in Veeva Vault.
Global ID	String	True	No	System-generated global identifier used to uniquely track the record across different Vaults and integrations.
Link	String	False	No	System-generated hyperlink reference to directly access this record within the Vault interface.
Request Id	String	True	No	User-defined identifier or name for the sample lot add request, used for tracking and referencing purposes.
Status	String	False	No	Current state of the sample lot add process, such as Draft, Submitted, or Approved.
Created By	String	True	No	Username or ID of the individual who initially created the record.
Created Date	Datetime	True	No	Timestamp indicating when the record was first created in the Vault system.
Last Modified By	String	True	No	Username or ID of the user who last updated the record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update to the record.
Comments	String	False	No	Free-text field allowing users to provide additional remarks, context, or special instructions related to the sample lot add.
Lot #	String	False	No	Identifier or reference number for the sample lot being added, typically aligned with inventory or shipment documentation.
Mobile ID	String	False	No	Mobile-generated identifier used when records are created or modified via Veeva Customer Relationship Management (CRM) mobile applications.
Quantity	Decimal	False	No	Amount of sample units included in the lot add transaction, recorded as a decimal value for precision.
Owner	String	False	No	User or group ID responsible for managing or reviewing this sample lot add record.
Legacy CRM Id	String	False	No	Identifier used in legacy customer relationship management systems to correlate records across platforms.
Sample	String	False	No	Reference to the specific sample product associated with this lot add, typically linking to the sample master data.

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SampleLots

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the sample lot record within the system.
Sample Lot Type	String	True	No	Specifies the object type classification for the sample lot, used for categorizing and processing sample inventory.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across integrated environments.
Link	String	False	No	System-generated hyperlink reference to access the sample lot record in the Vault UI.
Lot #	String	False	No	Unique name or number assigned to the sample lot for tracking and identification purposes.
Status	String	False	No	Current status of the sample lot, such as active, expired, or depleted, indicating its availability.
Created By	String	True	No	User who initially created the sample lot record in Vault.
Created Date	Datetime	True	No	Timestamp recording when the sample lot record was created in the system.
Last Modified By	String	True	No	User who most recently updated the sample lot record.
Last Modified Date	Datetime	True	No	Date and time when the sample lot record was last modified.
Active	Bool	False	No	Boolean flag indicating whether the sample lot is currently active and usable.
Allocated Quantity	Decimal	False	No	Total quantity of the sample lot that has already been assigned or distributed for use.
Batch Lot Id	String	False	No	Identifier linking the sample lot to its associated batch, enabling traceability across batches.
Expiration Date	Date	False	No	The official date after which the sample lot is considered expired and should no longer be used.
Sample Lot Id	String	False	No	Internal identifier for referencing the specific sample lot, often used in workflows and lookups.
Sample	String	False	No	Reference to the parent sample associated with this lot, providing context on the product or material.
Suppress Lot	Bool	False	No	Boolean flag to suppress or hide the lot from selection or processing under specific conditions.
U/M	String	False	No	Unit of measure used to quantify the sample lot, such as milliliters or tablets.
Product	String	False	No	Product associated with the sample lot, typically referencing a marketed drug or investigational product.
Owner	String	False	No	Identifier of the user or system entity that owns or manages the sample lot record.
Calculated Quantity	Decimal	False	No	Dynamically calculated quantity of the sample lot based on system rules or usage logs.
Legacy CRM Id	String	False	No	Identifier from the legacy Customer Relationship Management (CRM) system used for cross-reference during data migration or integration.

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SampleOrderTransaction

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the sample order transaction record.
Sample Order Transaction Type	String	True	No	Specifies the type of sample order transaction, used to classify records in Veeva Vault.
Global ID	String	True	No	System-generated unique global identifier for cross-system reference and integration.
Link	String	False	No	System-generated URL link to access the full record within the Vault interface.
Transaction Id	String	True	No	External-facing identifier or reference name for the sample order transaction.
Status	String	True	No	Current state of the sample order transaction, such as Draft, Submitted, or Approved.
Created By	String	True	No	Username or ID of the user who initially created the record.
Created Date	Datetime	True	No	Timestamp indicating when the record was first created.
Last Modified By	String	True	No	Username or ID of the user who last updated the record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification made to the record.
ASSMCA	String	False	No	Field used to capture data for compliance with Puerto Rico's Administración de Servicios de Salud Mental y Contra la Adicción (ASSMCA).
Account Id	String	False	No	Unique identifier of the associated healthcare provider account receiving the sample order.
Account Name	String	False	No	Name of the account or organization associated with the sample order transaction.
Address Line 1	String	False	No	Primary street address where the sample order is to be delivered.
Address Line 2	String	False	No	Secondary address information, such as suite or building number.
Adjusted Date	Date	False	No	Date on which the order quantities or delivery schedule were manually adjusted.
Call Date	Date	False	No	Date on which the representative logged or conducted the call related to the sample order.
Call Datetime	Datetime	False	No	Full timestamp for when the call associated with the sample order took place.
Call Id	String	False	No	Unique identifier for the call record linked to the sample order.
Call Name	String	False	No	Display name or title for the associated call entry.
Call Sample Id	String	False	No	Unique identifier for the specific call sample record involved in the transaction.
Call Sample Name	String	False	No	Name of the sample associated with the call and transaction.
City	String	False	No	City portion of the address where the sample is being delivered.
Comments	String	False	No	Free-text field for entering additional remarks or special instructions about the transaction.
Confirmed Quantity	Decimal	False	No	Quantity of sample product that was confirmed for delivery in the transaction.
Credentials	String	False	No	Professional credentials of the recipient, such as MD, RN, or PA, used for compliance verification.
Custom Text	String	False	No	Custom field that can hold free-form or workflow-specific text as defined in the Vault configuration.
DEA Expiration Date	Date	False	No	Expiration date of the DEA license associated with the recipient account, required for regulatory compliance.
DEA #	String	False	No	Drug Enforcement Administration number identifying the recipient authorized to receive controlled substances.
Delivery Status	String	False	No	Indicates the current delivery status of the sample order, such as pending, shipped, or delivered.
Disclaimer	String	False	No	Text or legal disclaimer associated with the sample transaction, often required for regulatory compliance.
Distributor	String	False	No	Name or identifier of the distribution partner or entity responsible for fulfilling the sample shipment.
Group Transaction Id	String	False	No	Unique identifier used to associate this sample transaction with a group of related transactions.
Manufacturer	String	False	No	The manufacturer of the sample product being shipped or delivered.
Quantity	Decimal	False	No	The total number of sample units involved in this transaction.
Reason	String	False	No	Reason or justification provided for requesting or processing the sample transaction.
Receipt Comments	String	False	No	Optional comments entered upon receipt of the sample, such as condition or discrepancies.
Received	Bool	False	No	Flag indicating whether the sample was successfully received by the intended recipient.
Request Receipt	Bool	False	No	Flag specifying whether a receipt confirmation is requested from the recipient.
Salutation	String	False	No	Honorific or title (such as Dr., Mr., Ms.) associated with the recipient of the sample.
Sample Card Reason	String	False	No	The reason code explaining the issuance of a sample card associated with the transaction.
Sample Send Card #	String	False	No	Reference number of the sample send card used to document and track the transaction.
Sample U/M	String	False	No	Unit of Measure used for the sample (such as bottles, tablets, or vials).
Sample	String	False	No	Identifier or name of the specific sample product involved in the transaction.
Ship Address Line 1	String	False	No	Primary address line for the shipment destination of the sample.
Ship Address Line 2	String	False	No	Secondary address line for the shipment destination, used for suite numbers or building names.
Ship CDS Expiration Date	Date	False	No	Expiration date of the Controlled Dangerous Substances (CDS) registration for the shipping location.
Ship CDS #	String	False	No	CDS registration number associated with the shipping location, required for controlled substances.
Ship City	String	False	No	City portion of the address where the sample is being shipped.
Ship Country	String	False	No	Country portion of the address for the shipment destination.
Ship License Expiration Date	Date	False	No	Expiration date of the medical or business license at the shipping location.
Ship License Status	String	False	No	Current status of the license at the shipping location, such as active, expired, or suspended.
Ship License	String	False	No	License number authorizing the recipient to receive the sample.
Ship Location	String	False	No	Specific name or identifier for the physical location where the sample will be shipped.
Ship State Distributor Expiration Date	Date	False	No	Expiration date of the distributor license at the state level for the shipping location.
Ship State Distributor	String	False	No	Name or number of the state-level distributor license required to ship controlled products.
Ship State	String	False	No	State or province where the sample shipment is being delivered.
Ship Zip 4	String	False	No	Four-digit ZIP+4 extension code to further specify the shipment delivery area.
Ship Zip	String	False	No	Primary ZIP or postal code for the sample shipping address.
Shipment Id	String	False	No	Unique identifier assigned to the shipment associated with this sample order transaction.
Signature Captured Remotely	Bool	False	No	Indicates whether the recipient's signature was obtained through a remote capture method, such as an electronic form.
Signature Captured Share Link	Bool	False	No	Specifies whether the signature was collected using a secure shareable link sent to the recipient.
Signature Date	Datetime	False	No	Date and time when the recipient's signature was recorded for this transaction.
Signature Page Display Name	String	False	No	Display name of the page or document where the signature was captured, typically shown in user-facing views.
Signature	String	False	No	Encoded or text-based representation of the captured signature, used for audit and validation purposes.
Signature Captured QR Code	Bool	False	No	Indicates whether the signature was captured using a QR code-based mechanism.
State	String	False	No	State or province where the sample transaction took place, useful for regional reporting and compliance.
Sample Order Transaction Status	String	False	No	Current status of the sample order transaction, such as pending, submitted, transferred, or completed.
Submitted Date	Date	False	No	Date on which the sample order transaction was officially submitted into the system.
Territory	String	False	No	Sales or operational territory associated with the transaction, used for territory-level tracking and analytics.
Transfer To Name	String	False	No	Name of the person or entity receiving the transferred sample order.
Transferred Date	Date	False	No	Date on which the sample order was transferred to another party or location.
Transferred From Name	String	False	No	Name of the person or entity from whom the sample order was received.
Type	String	False	No	Defines the type of transaction, such as allocation, adjustment, transfer, or return.
U/M	String	False	No	Unit of measure for the items in the transaction, such as bottle, blister pack, or vial.
Unlock	Bool	False	No	Indicates whether the record is currently unlocked and editable in the system.
Zip 4	String	False	No	The four-digit ZIP code extension used to provide more precise location identification.
Zip	String	False	No	Primary ZIP or postal code for the address related to the transaction.
Account	String	False	No	Reference to the account or customer entity involved in the sample transaction.
Adjust For	String	False	No	Specifies the reason or reference transaction for which this adjustment is being made.
Lot #	String	False	No	Identifier for the product lot or batch involved in this transaction.
Ref Order Transaction Id	String	False	No	System identifier that links this record to a related or original order transaction.
Transfer To	String	False	No	Vault reference ID of the user, account, or location receiving the transferred samples.
Transferred From	String	False	No	Vault reference ID of the user, account, or location sending the transferred samples.
Owner	String	False	No	Vault user or role responsible for owning or managing this transaction record.
Allocation Impact Quantity	Decimal	True	No	Quantity of product in this transaction that affects overall sample allocation calculations.
Discrepancy	Decimal	True	No	Difference between expected and actual values in the transaction, used for reconciliation.
Group Identifier	String	True	No	Unique identifier used to group related sample transactions for bulk operations or analysis.
Legacy CRM Id	String	False	No	Reference ID used in a legacy Customer Relationship Management (CRM) system to track historical transactions.
Lifecycle	String	True	No	Name of the lifecycle applied to this record, defining its phases and transitions.
Lifecycle State	String	True	No	Current state within the record's lifecycle, such as Draft, Submitted, or Approved.
Lifecycle State Stage ID	String	True	No	System-generated identifier for the stage of the current lifecycle state.
Lifecycle Stage	String	True	No	Name of the current stage within the lifecycle, representing a finer classification of the lifecycle state.

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SampleReceipts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the sample receipt record in the system.
Sample Receipt Type	String	True	No	Specifies the type of sample receipt, as defined by the Vault object type configuration.
Global ID	String	True	No	System-generated global identifier used for data integration and cross-system referencing.
Link	String	False	No	System-generated hyperlink pointing to the detailed Vault record for this sample receipt.
Receipt Id	String	True	No	Human-readable identifier for the receipt, typically used for labeling and tracking purposes.
Status	String	False	No	Current lifecycle status of the sample receipt, such as Draft, Submitted, or Completed.
Created By	String	True	No	Username of the individual who created the sample receipt record.
Created Date	Datetime	True	No	Timestamp indicating when the sample receipt record was initially created.
Last Modified By	String	True	No	Username of the individual who most recently modified the sample receipt record.
Last Modified Date	Datetime	True	No	Timestamp indicating when the record was last updated in the system.
Cold Chain Status	String	False	No	Describes the integrity of the cold chain during shipment, indicating whether required temperature conditions were maintained.
Comments	String	False	No	General remarks or notes provided by the user about the sample receipt.
Confirmed Quantity	Decimal	False	No	The quantity of samples confirmed as received, typically verified against shipment documentation.
Custom Text	String	False	No	Optional custom text field for capturing additional context or internal references.
Lot # Name	String	False	No	Descriptive name or label associated with the sample lot involved in this receipt.
Quantity	Decimal	False	No	Total number of sample units expected or recorded in the receipt.
Receipt Comments	String	False	No	Additional comments specifically related to the receipt transaction, such as handling notes or discrepancies.
Received	Bool	False	No	Indicates whether the sample has been physically received (true) or not (false).
Sample	String	False	No	Reference to the specific sample item being received, typically linking to a product or compound.
Shipment Id	String	False	No	Identifier for the related shipment, allowing traceability between receipt and shipment records.
Tag Alert Number	String	False	No	Unique alert number associated with the shipment's temperature tag or monitoring device, if applicable.
Transferred Date	Date	False	No	Date on which the sample was transferred from the previous location or owner.
Transferred From Name	String	False	No	Name of the source location or individual from whom the sample was transferred.
U/M	String	False	No	Unit of measure for the quantity received, such as mL, tablet, or vial.
Lot #	String	False	No	Identifier for the lot associated with the received sample, used for tracking and quality control.
Ref Order Transaction Id	String	False	No	Reference to the original order transaction that triggered or is related to this receipt.
Transferred From	String	False	No	Vault reference to the entity (such as a user or location) from which the sample was transferred.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems for backward compatibility and historical referencing.
Ref Transaction Id	String	False	No	Reference to another transaction, such as a prior receipt or distribution event, linked to this record.

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SamplesStateSettings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Samples State Settings record, used as the primary key within the system.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across all environments and Vaults.
Link	String	False	No	System-generated URL or hyperlink reference to the full record within the Vault UI.
State Name	String	False	No	Name of the U.S. state or jurisdiction for which the sample distribution settings are configured.
Status	String	False	No	Current lifecycle status of the state-specific sample setting, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or ID of the user who originally created the Samples State Settings record.
Created Date	Datetime	True	No	Timestamp indicating when the Samples State Settings record was first created in the system.
Last Modified By	String	True	No	Username or ID of the user who most recently updated the Samples State Settings record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the Samples State Settings record.
CDS Required	Bool	False	No	Indicates whether a Controlled Dangerous Substance (CDS) license is required for sample distribution in this state.
External Id	String	False	No	Optional external identifier used for integration with legacy systems or third-party tools.
Setting	String	False	No	Configuration value or rule applied for the specified state, defining specific business logic or regulatory constraints.
State Distributor Required	Bool	False	No	Specifies whether a licensed state distributor is required to ship samples in this jurisdiction.
Owner	String	False	No	User or system ID assigned as the owner or administrator responsible for the configuration of this setting.
Legacy CRM Id	String	False	No	Identifier referencing the record in a legacy Customer Relationship Management (CRM) system, allowing traceability or migration mapping.
CDS for Non Controlled	Bool	False	No	Indicates whether a CDS license is required for non-controlled substances in this state, based on specific regulatory rules.

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SampleTransactions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the sample transaction record.
Sample Transaction Type	String	True	No	Specifies the Vault object type used to categorize the sample transaction.
Global ID	String	True	No	System-generated global identifier used to ensure record uniqueness across Vault instances.
Link	String	False	No	System-generated URL that provides a direct link to the sample transaction record in Vault.
Transaction Id	String	True	No	User-defined name or code assigned to the sample transaction for tracking purposes.
Status	String	True	No	Current lifecycle status of the sample transaction, indicating its progression or completion.
Created By	String	True	No	Username of the person who created the sample transaction record.
Created Date	Datetime	True	No	Timestamp recording when the sample transaction record was initially created.
Last Modified By	String	True	No	Username of the person who last modified the sample transaction record.
Last Modified Date	Datetime	True	No	Timestamp indicating the last time the sample transaction record was updated.
ASSMCA	String	False	No	Puerto Rico's license number issued by the Administración de Servicios de Salud Mental y Contra la Adicción, if applicable.
Address Line 1	String	False	No	Primary address associated with the transaction, typically the delivery or recipient address.
Address Line 2	String	False	No	Secondary address information to further detail the location relevant to the transaction.
Adjusted Date	Date	False	No	Date on which the sample transaction was corrected or adjusted post initial entry.
CDS Expiration Date	Date	False	No	Expiration date of the Controlled Dangerous Substances license associated with the transaction.
CDS #	String	False	No	Controlled Dangerous Substances (CDS) license number associated with the recipient or provider.
Call Date	Date	False	No	Date when the related sales call or Healthcare Professional (HCP) interaction occurred.
Call Datetime	Datetime	False	No	Exact date and time when the sales call or HCP interaction was conducted.
Call Name	String	False	No	Name or identifier of the call event associated with the sample transaction.
City	String	False	No	City location relevant to the transaction, typically tied to the shipping or recipient address.
Cold Chain Status	String	False	No	Indicates whether the sample product required temperature-controlled (cold chain) handling.
Comments	String	False	No	Free-text field for capturing additional notes or context about the transaction.
Confirmed Quantity	Decimal	False	No	Final verified quantity of sample units involved in the transaction, post reconciliation.
Credentials	String	False	No	Professional credentials of the disbursing individual or recipient, such as MD, NP, or RN.
Custom Text	String	False	No	User-defined text field for capturing custom information specific to the transaction.
DEA Expiration Date	Date	False	No	Expiration date of the DEA license related to controlled substances for this transaction.
DEA #	String	False	No	Drug Enforcement Administration (DEA) number associated with the prescriber or recipient of the samples.
Disbursed To	String	False	No	Full name or identifier of the individual or organization that received the sample products.
Disclaimer	String	False	No	Legal or regulatory disclaimer text displayed or recorded as part of the sample transaction.
Distributor	String	False	No	Name of the distributor or third-party provider responsible for supplying the sample product.
Group Transaction Id	String	False	No	Unique identifier for a group of related sample transactions, used for batch tracking and reporting.
License Expiration Date	Date	False	No	Date on which the recipient's professional license is set to expire, validating eligibility for sample receipt.
License Status	String	False	No	Current status of the recipient's professional license, such as Active, Expired, or Suspended.
License #	String	False	No	Official license number of the healthcare professional or organization authorized to receive samples.
Location	String	False	No	Free-text field capturing the location where the sample transaction occurred or was recorded.
Lot # Name	String	False	No	Name or identifier of the specific sample lot associated with the transaction, used for inventory traceability.
Manufacturer	String	False	No	Name of the organization that produced or manufactured the sample product.
Quantity	Decimal	False	No	Amount of the sample product involved in the transaction, measured in applicable units.
Reason	String	False	No	Stated justification or rationale for the sample transaction, such as a recall, return, or HCP request.
Receipt Comments	String	False	No	Additional remarks or observations recorded upon receipt of the sample product.
Received	Bool	False	No	Indicates whether the sample product was actually received by the intended recipient (true or false).
Request Receipt	Bool	False	No	Boolean value specifying whether a receipt confirmation was requested from the recipient.
Return To	String	False	No	Designated return destination or entity to which the sample product should be sent back, if applicable.
Salutation	String	False	No	Salutation or title (for example, Dr., Mr., Ms.) of the sample recipient for formal documentation.
Sample Card Reason	String	False	No	Explanation for issuing a sample card, such as lost card replacement or special program participation.
Sample Card #	String	False	No	Unique number printed on the sample card provided to the healthcare professional.
Sample	String	False	No	Identifier or reference to the sample product involved in the transaction, typically linked to inventory.
Shipment Id	String	False	No	Tracking number or identifier associated with the shipment that delivered the sample product.
Signature Date	Datetime	False	No	Date and time when the recipient's signature was captured for acknowledgment or compliance.
Signature Page Display Name	String	False	No	User-friendly name of the signature page shown in the digital interface or document.
Signature	String	False	No	Encrypted or image-based representation of the recipient's signature for auditing purposes.
Signature Captured QR Code	Bool	False	No	Indicates whether the signature was obtained by scanning a QR code (true or false).
State Distributor Address Line 1	String	False	No	Primary street address of the state-authorized distributor supplying the sample.
State Distributor Address Line 2	String	False	No	Secondary address information for the state distributor, such as suite or floor number.
State Distributor City	String	False	No	City where the state-authorized distributor is physically located.
State Distributor Expiration Date	Date	False	No	Date on which the distributor's state authorization for sample distribution expires.
State Distributor State	String	False	No	State or territory abbreviation where the distributor is licensed to operate.
State Distributor Zip 4	String	False	No	The 4-digit ZIP+4 extension code for the state distributor's mailing address.
State Distributor Zip	String	False	No	Primary 5-digit ZIP code corresponding to the distributor's state-licensed address.
State Distributor	String	False	No	Indicates the distributor responsible for the sample transaction at the state level, often used for tracking regional distribution.
State	String	False	No	Specifies the state or province associated with the sample transaction, used for geographic reporting and compliance tracking.
Sample Transaction Status	String	False	No	Represents the current status of the sample transaction, such as submitted, pending, approved, or rejected.
Submitted Date	Date	False	No	Date on which the sample transaction was officially submitted into the system for processing.
Tag Alert Number	String	False	No	Unique identifier associated with a compliance or tracking alert related to this sample transaction.
Transfer To Name	String	False	No	Full name of the individual or entity receiving the transferred sample product.
Transferred Date	Date	False	No	Date on which the sample product was transferred from one party to another.
Transferred From Name	String	False	No	Full name of the individual or entity who transferred the sample product.
Type	String	False	No	Categorization of the sample transaction, such as distribution, transfer, adjustment, or correction.
U/M	String	False	No	Unit of measure used to quantify the sample product, such as bottle, box, vial, or tablet.
Unlock	Bool	False	No	Indicates whether the transaction is unlocked for editing or has been finalized and locked.
Zip 4	String	False	No	The four-digit extension to the ZIP code, used to further identify delivery locations for regulatory purposes.
Zip	String	False	No	Standard five-digit ZIP code for the address associated with the sample transaction.
Account	String	False	No	The target account associated with the sample transaction, such as a healthcare professional or institution.
Adjust For	String	False	No	Specifies the reason or reference for adjusting the transaction, such as loss, theft, or overage.
Transfer To	String	False	No	Unique identifier for the destination entity or person receiving the sample during a transfer.
Transferred From	String	False	No	Unique identifier for the source entity or person transferring the sample product.
Discrepancy	Decimal	True	No	Numeric value indicating any quantity discrepancy identified during reconciliation or review.
Group Identifier	String	True	No	A common identifier used to group related transactions together for reporting or analysis.
Inventory Impact Quantity	Decimal	True	No	The amount by which inventory is increased or decreased as a result of this transaction.
Legacy CRM Id	String	False	No	Identifier for the transaction as it existed in the legacy Customer Relationship Management (CRM) system, used for historical tracking.
Lot #	String	False	No	Lot number of the sample product involved in the transaction, used for traceability and compliance.
Ref Transaction Id	String	False	No	Identifier for a related or referenced transaction, used for linking corrections or follow-ups.
Lifecycle	String	True	No	Name of the lifecycle process associated with this transaction, which defines its stages and transitions.
Lifecycle State	String	True	No	Current state in the lifecycle process, reflecting the transaction's progress or status.
Lifecycle State Stage ID	String	True	No	System-generated ID representing the specific stage within the lifecycle state.
Lifecycle Stage	String	True	No	Label or name of the stage within the lifecycle, such as draft, review, approved, or archived.

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ScientificInterests

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the scientific interest record, used internally by Veeva Vault to track each entry.
Scientific Interest Type	String	True	No	Specifies the object subtype of the scientific interest record, typically mapped to object_type__v in the Vault schema.
Global ID	String	True	No	System-generated global identifier that uniquely distinguishes this record across all Vaults and integrations.
Link	String	False	No	System-generated URL link providing direct access to the scientific interest record in the Veeva Vault interface.
Name	String	False	No	Descriptive title or name assigned to the scientific interest, often used for display and search purposes.
Status	String	False	No	Current lifecycle state of the scientific interest record, such as Draft, Approved, or Inactive.
Created By	String	True	No	Username or identifier of the user who initially created the scientific interest record.
Created Date	Datetime	True	No	Date and time when the scientific interest record was originally created in the system.
Last Modified By	String	True	No	Username or identifier of the user who last updated the scientific interest record.
Last Modified Date	Datetime	True	No	Date and time of the most recent update to the scientific interest record.
Active	Bool	False	No	Boolean flag indicating whether the scientific interest is currently considered active and valid for use.
Country	String	False	No	Two-letter country code representing the country or market context associated with the scientific interest.
DI Expiration Duration	Decimal	False	No	Specifies the duration, in months or another unit, after which the scientific interest should expire or be reviewed.
Interest Category	String	False	No	Categorization label used to classify the type of scientific interest, aiding in filtering and reporting.
Sharing Group	String	False	No	Reference to a user group that has visibility or access permissions to this scientific interest entry.
Legacy CRM Id	String	False	No	Identifier carried over from a legacy Customer Relationship Management (CRM) system, allowing cross-referencing between platforms.
Mobile ID	String	False	No	Identifier used by mobile applications to reference this scientific interest entry in offline or sync operations.
Detail Group	String	False	No	Indicates a group of detailed interests or specializations that this record belongs to, used in advanced segmentation.
Product	String	False	No	Product or therapeutic area linked to the scientific interest, often used to associate scientific content or Healthcare Professional (HCP) engagement.
Owner	String	False	No	User or role responsible for managing and maintaining the scientific interest record.

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SectionDesigns

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the section design entry, typically auto-generated by the system.
SectionDesignType	String	False	No	Specifies the classification or type of the section design, which defines its purpose within a checklist or structured document.
Name	String	False	No	The human-readable name assigned to the section design for identification and display in user interfaces.
Status	String	False	No	Indicates the current operational status of the section design, such as Active, Inactive, or Archived.
CreatedBy	String	False	No	Username or identifier of the user who initially created the section design record.
CreatedDate	Datetime	False	No	Timestamp recording when the section design was first created in the system.
LastModifiedBy	String	False	No	Username or identifier of the user who last updated the section design record.
LastModifiedDate	Datetime	False	No	Timestamp indicating the most recent modification made to the section design.
ChecklistDesign	String	False	No	Reference to the associated checklist design this section design belongs to, establishing a parent-child relationship.
Order	Int	False	No	Defines the display sequence of this section within the checklist, influencing its visual or execution order.
Description	String	False	No	Detailed textual explanation or notes describing the purpose, scope, or content of the section design.
Header	String	False	No	Optional display text used as a header for the section, typically shown in the rendered checklist layout.
Lifecycle	String	False	No	Name of the lifecycle applied to the section design, used to manage its phases such as draft, review, or approved.
LifecycleState	String	False	No	Current state of the section design within its assigned lifecycle, controlling access and editing rights.
Weight	Int	False	No	Numeric weight used for prioritization, ranking, or scoring logic within the checklist or associated workflows.

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Sections

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique identifier for the section record, used as the primary key within the system.
Section_Type	String	False	No	Defines the classification or category of the section, such as Safety, Efficacy, or Compliance.
Name	String	False	No	Human-readable title of the section, typically used for display and reference in the application UI.
Status	String	False	No	Current state of the section, such as Draft, In Review, Approved, or Archived.
Created_By	String	False	No	Username or system identifier of the individual who originally created the section.
Created_Date	Datetime	False	No	Timestamp indicating when the section was first created in the system.
Last_Modified_By	String	False	No	Username or system identifier of the user who last updated the section.
Last_Modified_Date	Datetime	False	No	Timestamp reflecting the most recent modification made to the section.
Checklist_Section_Status	String	False	No	Indicates the progress or state of the section within a checklist, such as Not Started, In Progress, or Completed.
Checklist	String	False	No	Reference to the associated checklist to which this section belongs, typically a foreign key or identifier.
Order	Int	False	No	Numerical value representing the display order of the section within the checklist. Lower values are shown first.
Description	String	False	No	Free-text field providing detailed information or context about the section's purpose or contents.
Header	String	False	No	Header text used to label or identify the section in visual layouts or reports.
Weight_	Int	False	No	Numeric weighting value used to influence the importance or scoring contribution of the section.
Score_	Int	False	No	Score assigned to the section based on evaluation or assessment criteria defined in the checklist.

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SentDocuments

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the sent document record within the system.
Sent Document Type	String	True	No	Specifies the type of document sent, typically referencing a defined object type such as email, content share, or alert.
Global ID	String	True	No	System-generated unique identifier used for global reference across Veeva Vault environments.
Link	String	False	No	System-managed hyperlink or URI that provides access to the sent document or associated resource.
Sent Document Name	String	True	No	User-defined or system-assigned name of the sent document, used for identification and reporting.
Status	String	False	No	Indicates the current delivery or processing status of the sent document, such as Sent, Failed, or Pending.
Created By	String	True	No	Username or system identifier of the user who created the sent document record.
Created Date	Datetime	True	No	Timestamp indicating when the sent document record was initially created.
Last Modified By	String	True	No	Username or system identifier of the user who last modified the sent document record.
Last Modified Date	Datetime	True	No	Timestamp showing the most recent modification made to the sent document record.
Account	String	False	No	Reference to the associated account or Healthcare Professional (HCP) to whom the document was sent.
Sent Template	String	False	No	Reference to the email template used for sending the document, which can include predefined messaging and formatting.
Key Message	String	False	No	Key promotional or informational message that was included with the sent document, often linked to approved content.
Sent Email	String	False	No	Identifier for the specific sent email instance, providing a connection to the outbound communication log.
Sent Document	String	False	No	Reference to the actual document or content fragment that was distributed through the system.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system, used for migration tracking or data reconciliation.
Sent Veeva Distribution	String	False	No	Reference to the Veeva Distribution record, which tracks multi-channel content delivery to recipients.
Sent Veeva Content	String	False	No	Reference to the Veeva-approved content that was distributed as part of this sent document transaction.

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SentEmailBuilderCells

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Sent Email Builder Cell record within the Veeva Vault system.
Sent Email Builder Cell Type	String	True	No	Specifies the object subtype or category of the Sent Email Builder Cell, defined by the Vault object type field (object_type__v).
Global ID	String	True	No	System-generated global identifier that uniquely represents this record across environments and integrations.
Link	String	False	No	URL reference to the record's Vault page, allowing for direct access through the user interface.
Name	String	True	No	Display name assigned to the Sent Email Builder Cell, often used for user-friendly identification.
Status	String	False	No	Current lifecycle status of the Sent Email Builder Cell, such as Draft, Approved, or Obsolete.
Created By	String	True	No	Username or ID of the user who originally created the Sent Email Builder Cell record.
Created Date	Datetime	True	No	Timestamp indicating when the Sent Email Builder Cell record was first created.
Last Modified By	String	True	No	Username or ID of the user who most recently modified the Sent Email Builder Cell record.
Last Modified Date	Datetime	True	No	Timestamp indicating when the Sent Email Builder Cell record was last updated.
Inserted Order	String	False	No	Defines the sequence or position in which this cell appears relative to other cells within the email structure.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to reference this Sent Email Builder Cell, enabling backward compatibility.
Sent Email	String	False	No	Reference to the associated Sent Email record that this builder cell is part of or belongs to.
Email Fragment	String	False	No	References the approved document or email content fragment used in this builder cell, typically tied to Vault-approved content.
Controlling Email Builder	String	False	No	Points to the parent or controlling email builder configuration that governs how this cell is used or rendered.
Email Builder Cell	String	False	No	Links to the base Email Builder Cell configuration or template that defines reusable layout or content settings.

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SentMessages

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the sent message record within the Veeva Vault system.
Sent Message Type	String	True	No	Specifies the object type classification for the sent message, typically used to differentiate between custom and standard message objects.
Global ID	String	True	No	System-generated unique identifier used to reference the record globally across different Vault instances or integrations.
Link	String	False	No	System-generated hyperlink to directly access the sent message record within the Vault user interface.
Name	String	True	No	User-defined or system-generated name assigned to the sent message; often used for display or search purposes.
Status	String	False	No	Current status of the sent message such as Draft, Sent, Delivered, or Failed, indicating its progress through the message lifecycle.
Created By	String	True	No	Username or identifier of the user who created the sent message record.
Created Date	Datetime	True	No	Date and time when the sent message record was originally created in the system.
Last Modified By	String	True	No	Username or identifier of the user who last modified the sent message record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update to the sent message record.
Capture Datetime	Datetime	False	No	Date and time when the message data was captured for tracking, reporting, or logging purposes.
Delivered Datetime	Datetime	False	No	Timestamp when the message was successfully delivered to the intended recipient.
Last Open Datetime	Datetime	False	No	Date and time when the recipient last opened the sent message.
Sent Datetime	Datetime	False	No	Date and time when the message was initially sent to the recipient.
Total Duration	Decimal	False	No	Total time, in seconds or minutes, the recipient interacted with the message content.
Total Interaction	Decimal	False	No	Total number of interactions (such as clicks, views, or content engagements) that occurred with the sent message.
VExternal ID	String	False	No	External identifier used to reference the message in integrations or external systems outside of Veeva Vault.
Engage Link	String	False	No	Tracking-enabled link used in Veeva Engage to direct the recipient to view or interact with the message content.
Shortened Engage Link	String	False	No	Shortened version of the Engage link, optimized for display in SMS or compact delivery methods.
To	String	False	No	Target recipient of the message, typically including the HCP's email address, name, or identifier.
Sent From Platform	String	False	No	Platform or channel from which the message was initiated, such as Vault, Customer Relationship Management (CRM), or third-party applications.
Sent Via	String	False	No	Method by which the message was sent, such as email, SMS, or digital messaging service.
Transaction Type	String	False	No	Categorization of the sent message based on its purpose, such as promotional, informational, or regulatory.
Message Values	String	False	No	Key-value configuration pairs embedded within the message, representing custom attributes or content-specific parameters.
Mobile ID	String	False	No	Unique identifier used to associate the message with a specific mobile device or session in mobile communications.
Details	String	False	No	Additional contextual or tracking details related to the sent message, often used in reporting or engagement analytics.
Account	String	False	No	Reference to the account or customer, typically a Healthcare Professional (HCP) or Healthcare Organization (HCP), associated with the sent message.
Detail Group	String	False	No	Identifier or name of the group to which this message's detail belongs, used for message segmentation or classification.
Product	String	False	No	Product name or identifier being promoted or discussed within the sent message content.
User	String	False	No	Reference to the Vault user who initiated or sent the message. This can represent a field user, sales rep, or system account.
CLM Presentation	String	False	No	Unique identifier of the Closed Loop Marketing (CLM) presentation used in the message. Connects to promotional content shown to the recipient.
Key Message	String	False	No	Unique identifier for the key message component within the CLM presentation that was delivered to the recipient.
Call	String	False	No	Identifier for the associated call record in Veeva CRM. Links the sent message to a specific customer interaction or field activity.
Owner	String	False	No	Vault ID of the user or system that owns the message record. Typically aligns with the message sender or creator.
Total Clicks	Decimal	False	No	Cumulative count of individual clicks performed by recipients on the message's interactive elements, such as links or content buttons.
Total Views	Decimal	False	No	Total number of times the message content was viewed by recipients, capturing repeated engagements.
Total Downloads	Decimal	False	No	Total number of times downloadable content in the message (such as PDFs or attachments) was downloaded by recipients.
Clicked	Decimal	True	No	Boolean-style indicator (0 or 1) showing whether the message was clicked by the recipient at least once.
Viewed	Decimal	True	No	Boolean-style indicator (0 or 1) indicating if the recipient viewed the message content at least once.
Downloaded	Decimal	True	No	Boolean-style indicator (0 or 1) denoting whether downloadable content within the message was accessed by the recipient.
Legacy CRM Id	String	False	No	Identifier used by legacy CRM systems to reference this message record. This is useful during CRM migrations or data integrations.
CLM Presentation Name	String	False	No	Human-readable name of the CLM presentation linked to the message. Helps with reporting and user-friendly displays.
Engage Profile External Id	String	False	No	External identifier for the Engage profile associated with the recipient. This is used for cross-platform identification and message tracking.
Expire Link	Bool	False	No	Indicates whether the shared link in the message has expired, preventing further access to its contents.
Message Content	String	False	No	Body text or HTML content of the message that was delivered. This can include text, images, links, and embedded CLM elements.
Message Template	String	False	No	Identifier or name of the message template used to generate this message. Enables standardization across messages.
AOC ID	String	False	No	ID of the Approved Email or Content (AOC) element that governs compliance-approved message elements.
Multichannel Activity	String	False	No	Reference to the multichannel activity record that consolidates metrics across various channels for the same campaign or recipient.

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ServerJobStatuses

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the server job status record.
Global ID	String	True	No	System-generated global identifier used for uniquely referencing the record across environments.
Link	String	False	No	System-level hyperlink that provides direct access to the server job record within the Vault UI.
Server Job Name	String	False	No	Descriptive name of the server job used to identify the task or process being executed.
Status	String	False	No	Current execution status of the server job, such as Scheduled, Running, Completed, or Failed.
Created By	String	True	No	Username of the individual or system account that initiated the server job.
Created Date	Datetime	True	No	Timestamp indicating when the server job was initially created in the system.
Last Modified By	String	True	No	Username of the person or system account that last modified the server job record.
Last Modified Date	Datetime	True	No	Timestamp showing the last time the server job record was updated.
Completed	Bool	False	No	Boolean flag indicating whether the server job has completed its execution cycle.
Email on complete	String	False	No	Email address specified to receive a notification upon completion of the server job.
Errors	Decimal	False	No	Number of error events encountered during the execution of the server job.
Progress	String	False	No	Textual representation of the server job's progress, typically expressed as a percentage or phase indicator.
Rows Processed	Decimal	False	No	Count of individual data rows that have been successfully processed by the server job.
Run Id	String	False	No	Identifier that groups together a single execution run of the server job, useful for tracking re-runs.
Server Job Status	String	False	No	Overall job status classification, which can be used for workflow logic or UI filters.
Tab URL	String	False	No	Vault UI tab URL that links directly to a filtered or detailed view of the job execution.
Territories	String	False	No	List of territories associated with the job execution context, separated by commas.
Total Rows	Decimal	False	No	Total number of data rows the server job is expected to process.
Owner	String	False	No	User or group that is designated as the owner of the server job for access and accountability purposes.
Legacy CRM Id	String	False	No	Identifier that maps the server job to a record or process in a legacy Customer Relationship Management (CRM) system, if applicable.

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ShareInboxDocuments

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Share Inbox Document record, used to distinguish it from all other records in the system.
Name	String	True	No	The title or display name of the document as defined in the Vault system (name__v).
Status	String	False	No	The current lifecycle status of the document, such as Draft, Approved, or Obsolete, as defined in the Vault document lifecycle.
Created By	String	True	No	Username or identifier of the Vault user who initially created the Share Inbox Document.
Created Date	Datetime	True	No	The date and time when the Share Inbox Document was originally created in the Vault system.
Global ID	String	True	No	A system-generated globally unique identifier (GUID) assigned to this document for cross-system referencing.
Share Type	String	True	No	The document object type indicating the nature of the shared content, based on Vault object definitions (object_type__v).
Last Modified By	String	True	No	Username or identifier of the Vault user who last updated the document record.
Last Modified Date	Datetime	True	No	The date and time of the most recent modification to the document record.
Link	String	False	No	System-generated URL or link to directly access the shared document within the Vault user interface (link__sys).
Shared with Group	String	False	No	Identifier of the group with whom the document has been shared, typically referencing Vault group permissions.
Shared with User	String	False	No	Identifier of the specific user who has been granted access to the shared document.
User	String	False	No	System user reference indicating the user context under which the document was shared or received.
Locked	Bool	False	No	Boolean flag indicating whether the document is currently locked, preventing further edits or modifications.

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SignaturePages

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the signature page record, used for internal tracking and referencing.
Signature Page Type	String	True	No	Specifies the object type for the signature page, identifying its classification within the Veeva Vault data model.
Global ID	String	True	No	System-wide unique identifier for the signature page, used for cross-system data integration and tracking.
Link	String	False	No	System-generated hyperlink that provides direct access to view the signature page document within the Vault interface.
Name	String	False	No	The display name of the signature page, typically used for human-readable identification in user interfaces and reports.
Status	String	False	No	Current lifecycle status of the signature page, such as Draft, Active, or Archived, indicating its availability or stage in workflow.
Created By	String	True	No	User or system account that created the signature page record, captured for auditing and traceability purposes.
Created Date	Datetime	True	No	Timestamp recording when the signature page was initially created in the Vault system.
Last Modified By	String	True	No	User or system account that most recently updated the signature page, useful for tracking change history.
Last Modified Date	Datetime	True	No	Timestamp recording the most recent modification made to the signature page record.
Active	Bool	False	No	Indicates whether the signature page is currently active (true) or inactive (false), often used to filter operational data.
Text	String	False	No	Contains the full text or legal disclaimer associated with the signature page, typically shown to end users for review.
External Id	String	False	No	Identifier assigned by an external system to facilitate data synchronization or reference across platforms.
Record Type	String	False	No	Specifies the record type configuration for the signature page, which can control layout, behavior, and validation rules.
Signature Page	String	False	No	Reference to the specific signature page object or template associated with this record.
Owner	String	False	No	User ID or role assigned as the owner of the signature page, often used for permissions, responsibility, or routing.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems for historical reference or data migration tracking.
Disclaimer Country	String	False	No	Country to which the disclaimer text on the signature page applies, used to ensure regional compliance.
Language	String	False	No	Language code or description for the signature page content, enabling support for multilingual presentation and localization.

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SignatureRequests

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the signature request record within the Vault instance.
Signature Request Type	String	True	No	Indicates the object type classification for the signature request, typically used to differentiate between various signature workflows.
Global ID	String	True	No	Globally unique identifier automatically generated by Vault for integration and reference across different systems.
Link	String	False	No	System-generated URL or reference link pointing to the detailed signature request document or related entity in Vault.
Signature Request Id	String	True	No	User-defined or system-assigned name or identifier for the signature request, often used for tracking and display purposes.
Status	String	False	No	Current status of the signature request, such as Draft, Sent, Completed, Canceled, or Expired, reflecting its lifecycle stage.
Created By	String	True	No	Username or ID of the user who initiated the signature request within Vault.
Created Date	Datetime	True	No	Timestamp indicating when the signature request was originally created in the system.
Last Modified By	String	True	No	Username or ID of the last user who made changes to the signature request record.
Last Modified Date	Datetime	True	No	Date and time when the signature request was most recently modified.
Call Mobile ID	String	False	No	Unique identifier referencing the associated call activity on a mobile device, used for linking mobile interactions to the signature request.
Call Date	Date	False	No	Date on which the associated call activity occurred, relevant for tracking interactions linked to the signature request.
Engage Last Modified Datetime	Datetime	False	No	Timestamp of the last modification made through Veeva Engage, capturing updates from remote interactions or presentations.
Request Canceled Date	Datetime	False	No	Timestamp when the signature request was officially canceled, marking the end of its lifecycle.
Request Expired Date	Date	False	No	Date when the signature request expired due to inaction or elapsed validity period.
Requested Date	Datetime	False	No	Datetime when the signature request was sent or made available to the recipient for action.
Signature Accepted Date	Datetime	False	No	Datetime when the recipient accepted the request and provided a valid signature.
Signature Captured Date	Datetime	False	No	Datetime when the signature was physically or digitally captured by the system.
Signature Declined Date	Datetime	False	No	Datetime when the recipient explicitly declined to provide a signature in response to the request.
Signature Request UUID	String	False	No	Universally unique identifier (UUID) assigned to the signature request, ensuring uniqueness across distributed systems.
Signature Request Status	String	False	No	Detailed internal status value representing the processing or transactional state of the signature request.
Legacy CRM Id	String	False	No	Identifier from the legacy Customer Relationship Management (CRM) system associated with the signature request, used for backward compatibility or historical referencing.
Account	String	False	No	Reference to the account (for example, Healthcare Professional (HCP) or organization) associated with the signature request.
Call	String	False	No	Reference to the specific call record linked to the signature request, allowing cross-entity correlation in Vault.
Owner	String	False	No	Custom field indicating the user or group that owns or manages the signature request record.
Owner2	String	False	No	System-generated or externally integrated owner ID, used for access control or reporting purposes.
AOC ID	String	False	No	Identifier for the associated Area of Coverage (AOC), often used for tracking territory or region-based activities.
Mobile ID	String	False	No	Mobile platform identifier used to link the signature request to mobile activity records or applications.

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Sites

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the site record within the Veeva Vault system, used to distinguish it from other records.
Site Type	String	True	No	Indicates the classification of the site, such as clinical, research, or promotional, based on the object type used in Vault.
Global ID	String	True	No	System-generated global identifier for the site, ensuring uniqueness across multiple Vaults or integrations.
Link	String	False	No	System-managed hyperlink reference that enables navigation to the site record within the Vault UI.
Site Name	String	False	No	Human-readable name or title of the site, typically used to identify the site in user interfaces and reports.
Status	String	False	No	Current status of the site, reflecting its lifecycle state such as active, inactive, planned, or archived.
Created By	String	True	No	User ID or username of the person who initially created the site record.
Created Date	Datetime	True	No	Date and time when the site record was first created in the Vault system.
Last Modified By	String	True	No	User ID or username of the last person who modified the site record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update made to the site record.
Error Message	String	False	No	Text of any error message encountered during processing or integration related to this site record.
Related Content	String	False	No	Reference to any related documents or records, such as studies, contracts, or communications associated with the site.
URL	String	False	No	External or internal URL associated with the site, used for redirection or reference purposes.
Owner	String	False	No	Vault user or group assigned ownership of the site record, responsible for its management or oversight.
Legacy CRM Id	String	False	No	Identifier used in a previous Customer Relationship Management (CRM) system to represent this site, aiding in data migration and cross-system reference.
Language	String	False	No	Language code or label indicating the primary language associated with the site, relevant for localization or communication.

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SpeakerEvaluations

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the speaker evaluation record, used internally by the Vault system.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across all Vault environments.
Link	String	False	No	Direct system URL reference to the specific speaker evaluation record in Vault.
Speaker Evaluation ID	String	True	No	Name or code representing the speaker evaluation, typically auto-generated or user-assigned.
Status	String	False	No	Current state of the evaluation, such as Draft, In Review, Approved, or Rejected.
Created By	String	True	No	Username or user ID of the individual who created the speaker evaluation record.
Created Date	Datetime	True	No	Timestamp indicating when the speaker evaluation record was initially created.
Last Modified By	String	True	No	Username or user ID of the person who most recently modified the evaluation record.
Last Modified Date	Datetime	True	No	Timestamp reflecting the most recent update to the speaker evaluation record.
Comments	String	False	No	Free-text field for evaluators to enter general remarks or additional feedback regarding the speaker.
Credibility	String	False	No	Evaluator's rating of the speaker's trustworthiness, objectivity, and perceived authority on the subject.
Date	Date	False	No	The actual date on which the speaker event or evaluation took place.
Overall Rating	String	False	No	Combined rating summarizing the speaker's performance based on multiple evaluation criteria.
Preparedness	String	False	No	Rating of how well the speaker was prepared, including material readiness and punctuality.
Presentation Skills	String	False	No	Assessment of the speaker's ability to deliver the content clearly, confidently, and engagingly.
Professionalism	String	False	No	Evaluator's rating of the speaker's professional demeanor, including tone, conduct, and appearance.
Responsive to Audience	String	False	No	Indicates how effectively the speaker addressed audience questions and engaged with participants.
Subject Knowledge	String	False	No	Assessment of the speaker's depth and accuracy of knowledge regarding the subject matter.
Subject	String	False	No	Topic or focus area that was covered by the speaker during the evaluated session.
Account	String	False	No	Reference to the affiliated organization or customer account associated with the speaker or evaluation.
Owner	String	False	No	Vault user or role assigned as the owner responsible for managing or completing the evaluation record.
Legacy CRM Id	String	False	No	Identifier used in a legacy Customer Relationship Management (CRM) system to link historical evaluation data or integrate external records.

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StakeholderPreferences

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the stakeholder preference record, used internally to distinguish it from other records.
Stakeholder Preference Type	String	True	No	Indicates the Vault object type associated with the stakeholder preference, which helps categorize the data entity within the Vault platform.
Global ID	String	True	No	System-generated global identifier used to uniquely reference the record across multiple Vault environments.
Link	String	False	No	System-generated hyperlink providing direct access to the stakeholder preference record within the Vault user interface.
Stakeholder Preference Name	String	True	No	User-defined name of the stakeholder preference, typically used to easily identify or describe the preference.
Status	String	False	No	Current lifecycle state of the stakeholder preference record, such as Active, Inactive, or Archived.
Created By	String	True	No	Username of the individual who initially created the stakeholder preference record.
Created Date	Datetime	True	No	Timestamp indicating when the stakeholder preference record was originally created.
Last Modified By	String	True	No	Username of the individual who most recently updated the stakeholder preference record.
Last Modified Date	Datetime	True	No	Timestamp showing the most recent modification date and time for the stakeholder preference record.
Record Type Name	String	False	No	Name of the record type that defines the business rules, layouts, and workflows associated with this stakeholder preference.
Title	String	False	No	Descriptive title or label for the stakeholder preference, typically used for reporting and user interface display.
Type	String	False	No	Category or classification of the stakeholder preference, such as communication type or scheduling preference.
Value	Decimal	False	No	Numerical or weighted value associated with the stakeholder preference, used for scoring or prioritization purposes.
Account	String	False	No	Identifier linking the stakeholder preference to a specific CRM account, establishing a contextual relationship.
Owner	String	False	No	Vault user or group designated as the owner of the stakeholder preference, responsible for maintaining the record.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system used to cross-reference or migrate stakeholder preference data into Vault.

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StakeholderProfileLayouts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for each Stakeholder Profile Layout record. This is used as the primary key for reference and tracking.
Stakeholder Profile Layout Type	String	True	No	Specifies the Vault object type associated with the Stakeholder Profile Layout. This determines the record's structure and behavior within Veeva Vault.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the layout across all Vault instances and integrations.
Link	String	False	No	System-managed link that provides a direct reference to the Stakeholder Profile Layout record within the Vault system.
Stakeholder Profile Layout Name	String	True	No	Human-readable name assigned to the Stakeholder Profile Layout. Typically reflects its intended purpose or associated region or stakeholder group.
Status	String	False	No	Indicates the current status of the Stakeholder Profile Layout, such as Active, Inactive, or Deprecated, which helps manage lifecycle stages.
Created By	String	True	No	User ID of the person who initially created the Stakeholder Profile Layout record in the Vault system.
Created Date	Datetime	True	No	Date and time when the Stakeholder Profile Layout record was first created. This is used for audit and historical reference.
Last Modified By	String	True	No	User ID of the person who last updated the Stakeholder Profile Layout record. This is useful for tracking changes and accountability.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update to the Stakeholder Profile Layout record. Helps monitor update history and data freshness.
Owner	String	False	No	User ID or team responsible for the Stakeholder Profile Layout. Ownership typically determines who can edit or manage the record.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to refer to the same layout record. Enables backward compatibility and migration tracking.

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SuggestionFeedback

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for each Suggestion Feedback record.
Suggestion Feedback Type	String	True	No	Specifies the object type classification for the Suggestion Feedback entry, based on Veeva Vault metadata.
Global ID	String	True	No	System-assigned global identifier used to uniquely identify the record across all Vault instances.
Link	String	False	No	Internal system link referencing the location of the Suggestion Feedback record in the Vault.
Suggestion Feedback Name	String	True	No	Descriptive name or label assigned to the Suggestion Feedback entry, used for display and reporting.
Status	String	False	No	Current lifecycle status of the Suggestion Feedback record, indicating its state in the review or resolution process.
Created By	String	True	No	Username or user ID of the individual who created the Suggestion Feedback entry.
Created Date	Datetime	True	No	Timestamp marking when the Suggestion Feedback record was initially created.
Last Modified By	String	True	No	Username or user ID of the individual who last modified the Suggestion Feedback entry.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update to the Suggestion Feedback record.
Activity Execution Type	String	False	No	Categorization of the type of activity execution that triggered the feedback, such as field activity or system action.
Dismiss Feedback1	String	False	No	Custom dismissal reason or flag used to track the first reason the suggestion was rejected or marked irrelevant.
Dismiss Feedback2	String	False	No	Additional dismissal feedback or categorization used to indicate a secondary reason for dismissing the suggestion.
Dismiss Feedback3	String	False	No	Third-level dismissal rationale, used for more granular analysis of why the suggestion was disregarded.
Dismiss Feedback4	String	False	No	Fourth-level dismissal categorization, enabling deeper tracking of dismissal justifications for suggestions.
Mobile ID	String	False	No	Identifier that links the Suggestion Feedback to a mobile device entry, typically used in offline or mobile Customer Relationship Management (CRM) applications.
Account	String	False	No	Reference to the associated account, such as Healthcare Professional (HCP) or Healthcare Organization (HCO), linked to the Suggestion Feedback submission.
Call	String	False	No	Identifier linking the Suggestion Feedback to a specific call or visit record within the CRM system.
Call Objective	String	False	No	The business or medical objective associated with the originating call, providing context for the feedback.
Sent Email	String	False	No	Reference to an email record that was sent and is associated with the Suggestion Feedback entry.
Suggestion	String	False	No	Reference to the original Suggestion record that prompted this feedback, used to link related insights.
Legacy CRM Id	String	False	No	Identifier from a legacy CRM system used for historical data mapping and system migration support.

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Suggestions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for each suggestion record within the system.
Suggestion Type	String	True	No	Indicates the type or classification of the suggestion, such as behavioral, promotional, or engagement-focused.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across all records, environments, and integrations.
Link	String	False	No	System-level reference or hyperlink associated with the suggestion, typically used for navigation or cross-referencing.
Suggestion Name	String	True	No	User-friendly name or title assigned to the suggestion for display in the interface.
Status	String	False	No	Current state of the suggestion, such as Draft, Active, Completed, or Dismissed.
Created By	String	True	No	User who initially created the suggestion record, typically represented by a user ID or username.
Created Date	Datetime	True	No	Timestamp indicating when the suggestion record was first created in the system.
Last Modified By	String	True	No	User who last updated the suggestion record, useful for auditing and collaboration.
Last Modified Date	Datetime	True	No	Date and time of the most recent update to the suggestion record.
Account Priority Score	Decimal	False	No	Numeric score representing the importance or priority level of the associated account, typically used for ranking or filtering.
Action Count	Decimal	False	No	Total number of user actions or interactions taken in response to the suggestion.
Actioned	Decimal	False	No	Count of how many times the suggestion has been marked as actioned or completed by users.
Call Objective CLM ID	String	False	No	Identifier linking the suggestion to a specific CLM (Closed Loop Marketing) call objective record.
Call Objective From Date	Date	False	No	Start date for the time range during which the related call objective is applicable.
Call Objective On By Default	Bool	False	No	Indicates whether the associated call objective should be automatically included by default when viewing or creating related activities.
Call Objective Record Type	String	False	No	Specifies the subtype or configuration of the related call objective record.
Call Objective To Date	Date	False	No	End date for the duration in which the related call objective remains valid.
Category	String	False	No	Categorization of the suggestion used for organization, segmentation, or reporting purposes.
Dismiss Count	Decimal	False	No	Total number of times the suggestion has been manually dismissed by users.
Dismissed	Decimal	False	No	Binary or flag-style indicator representing whether the suggestion has been dismissed (1) or not (0).
Dismiss	Bool	False	No	Boolean flag that controls whether the dismiss option is available for this suggestion in the user interface.
Mark as Complete	Bool	False	No	Boolean flag that determines if users are allowed to mark the suggestion as complete from the interface.
Score	Bool	False	No	Boolean flag that determines whether a scoring feature is available for this suggestion, often for feedback or effectiveness tracking.
Email Template ID	String	False	No	Reference to the unique identifier of the email template associated with the suggestion, typically used to automate email communications.
Email Template Vault ID	String	False	No	Unique Vault-specific identifier of the email template used for internal document linking and lifecycle tracking.
Email Template	Bool	False	No	Indicates whether the suggestion is associated with an email template, used for automating message content in communications.
Expiration Date	Date	False	No	The date after which the suggestion is considered expired and no longer actionable or visible in workflows.
Mark Complete Count	Decimal	False	No	The number of times users have marked the suggestion as complete, typically used for engagement or completion tracking.
Marked As Complete	Decimal	False	No	Indicates whether the suggestion has been flagged as completed by a user or process, stored as a decimal value for compatibility.
Do Not Display on Homepage	Bool	False	No	Boolean flag indicating whether the suggestion should be excluded from homepage display for user-specific views.
Planned Call Date	Date	False	No	The scheduled date for a follow-up or action related to the suggestion, often tied to call planning activities.
Posted Date	Date	False	No	The date when the suggestion was officially posted or made visible within the system.
Priority	String	False	No	Text label indicating the urgency or importance level of the suggestion, such as High, Medium, or Low.
Reason	String	False	No	Explanation or justification provided for the suggestion, often used in reporting or approval workflows.
Record Type Name	String	False	No	Name of the record type used to classify the suggestion, which helps determine behavior, layout, or workflow.
Suggestion External Id	String	False	No	Identifier used to link the suggestion to an external system, allowing for integration and traceability across platforms.
Suppress Reason	Bool	False	No	Boolean value that indicates whether the reason for the suggestion should be suppressed from view in user interfaces.
Title	String	False	No	Short descriptive title summarizing the content or purpose of the suggestion.
Account	String	False	No	Reference to the account entity that the suggestion is related to, typically representing an Healthcare Professional (HCP), Healthcare Organization (HCO), or customer record.
Suggestion Survey	String	False	No	Identifier linking the suggestion to a specific survey that can have generated the recommendation or data input.
Owner	String	False	No	Identifier of the user or system responsible for managing the suggestion, typically mapped to Vault user IDs.
Legacy CRM Id	String	False	No	Identifier carried over from a legacy Customer Relationship Management (CRM) system, used for historical mapping and data integrity across migrations.
Planned Call Channel	String	False	No	Channel intended for the planned follow-up, such as email, phone, or in-person interaction.
Planned Call DateTime	Datetime	False	No	The specific date and time scheduled for executing the action or communication tied to the suggestion.

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SuggestionTags

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the suggestion tag record within the Veeva Vault system.
Suggestion Tag Type	String	True	No	Specifies the object type of the suggestion tag, used to categorize and distinguish between tag variants in the metadata model.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness of the record across multiple vaults or systems.
Link	String	False	No	Internal system reference link to this suggestion tag record, typically used for API navigation or internal cross-referencing.
Suggestion Tag Name	String	True	No	The human-readable name assigned to the suggestion tag, used for identification and display in user interfaces.
Status	String	False	No	Indicates the current lifecycle state of the suggestion tag, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or system reference indicating the user who originally created the suggestion tag record.
Created Date	Datetime	True	No	Timestamp recording when the suggestion tag was initially created in the system.
Last Modified By	String	True	No	Username or system reference of the user who most recently updated the suggestion tag record.
Last Modified Date	Datetime	True	No	Timestamp capturing the last time the suggestion tag record was modified.
Driver	String	False	No	The associated driver or controlling logic used to generate or apply this suggestion tag, often referencing personalization or logic models.
Email Fragment Order	String	False	No	Defines the sequence in which the associated email fragment should appear when this tag is used in dynamic email content.
External ID	String	False	No	An identifier used to link the suggestion tag to an external system, ensuring integration compatibility and traceability.
Record Type Name	String	False	No	The name of the record type used to define custom behavior, layout, or validation rules for the suggestion tag object.
Detail Group	String	False	No	Represents a grouping mechanism for categorizing tags according to detail segment or therapy area for reporting and targeting.
Email Fragment	String	False	No	References a specific email content block or template fragment associated with the tag, used in multichannel communications.
Product	String	False	No	Links the suggestion tag to a particular product, enabling contextual relevance in commercial or promotional scenarios.
Suggestion	String	False	No	References the parent suggestion record that this tag is linked to, establishing contextual relevance or categorization.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system used to migrate or map suggestion tag data from earlier platforms into Veeva Vault.

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SurveyQuestions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the survey question record, used internally to distinguish each entry.
Survey Question Type	String	True	No	Specifies the object type of the survey question, which helps differentiate it from other record types within the Vault.
Global ID	String	True	No	System-managed global identifier assigned to the survey question for cross-vault uniqueness and tracking.
Link	String	False	No	URL link or Vault reference that connects this survey question to its detailed view or related object.
Survey Question ID	String	True	No	The name or identifier of the survey question, typically used as a human-readable key.
Status	String	False	No	Current lifecycle status of the survey question, such as Draft, Active, or Inactive.
Created By	String	True	No	User ID of the person who initially created the survey question record.
Created Date	Datetime	True	No	Timestamp indicating when the survey question was first created in the system.
Last Modified By	String	True	No	User ID of the person who last updated the survey question record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the survey question.
Answer Choices	String	False	No	Comma-separated list of answer options available for the question, typically used for multiple choice or single select questions.
Condition	String	False	No	Logical condition or rule that determines when this question should be displayed, based on previous responses or metadata.
External ID	String	False	No	Identifier used to reference this survey question in external systems or integrations.
Max Score	Decimal	False	No	Maximum numerical score that can be assigned for answering this question, often used for scoring-based assessments.
Min Score	Decimal	False	No	Minimum numerical score that can be assigned for this question, useful for validations or scoring logic.
Question Order	Decimal	False	No	Numeric position of this question within the overall survey, used to determine sequence during survey rendering.
Question Number	Decimal	False	No	Explicit question number shown to the user, which can differ from the internal order value.
Required	Bool	False	No	Indicates whether the question must be answered before the survey can be submitted (true or false).
Source ID	String	False	No	Identifier of the source system or module that originated this survey question, useful in multi-system environments.
Question	String	False	No	The actual text of the question that will be displayed to the user as part of the survey.
Survey Header	String	False	No	Reference to the parent survey record that this question belongs to, establishing relational context.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system used for backward compatibility or historical reference.
Question Text	String	False	No	Alternate or formatted version of the survey question text, typically used for display or translation purposes.

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Surveys

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the survey record, used internally to reference the survey entity in Vault.
Survey Type	String	True	No	Specifies the type or classification of the survey, typically corresponding to a defined object type in the Vault object model.
Global ID	String	True	No	System-generated unique identifier that remains consistent across Vaults in a multi-Vault environment.
Link	String	False	No	System-managed link that provides a direct URL to the survey record within the Vault user interface.
Survey Name	String	False	No	User-defined name of the survey, typically used as the primary label when displaying or searching for surveys.
Status	String	True	No	Indicates the current lifecycle state of the survey, such as Draft, In Review, or Approved.
Created By	String	True	No	Username of the Vault user who originally created the survey record.
Created Date	Datetime	True	No	Timestamp indicating when the survey was first created in the system.
Last Modified By	String	True	No	Username of the Vault user who most recently modified the survey record.
Last Modified Date	Datetime	True	No	Timestamp of the last time the survey record was updated.
Account Types	String	False	No	Comma-separated list of account types associated with the survey, such as Healthcare Professional (HCP), Healthcare Organization (HCO), or other custom classifications.
Assignment Type	String	False	No	Defines how the survey is assigned to users, such as manually, by rule, or based on predefined roles or segments.
Automatically create target records	Bool	False	No	Indicates whether Vault should automatically generate related target records for the survey without manual assignment.
Channels	String	False	No	Comma-separated list of channels (such as Email, Web, In-Person) through which the survey can be distributed.
Enable Employee Comment	String	False	No	Specifies whether employees are allowed to add comments when submitting survey responses; typically a Yes/No field stored as string.
End Date	Date	False	No	The date after which the survey is no longer active or available to participants.
External ID	String	False	No	Optional external identifier that links the survey to a corresponding record in an external system or integration layer.
Locked	Bool	False	No	Indicates whether the survey is locked from further changes, typically used to prevent editing after deployment.
Allow users to choose targets?	Bool	False	No	Specifies whether users are allowed to manually select which targets to include for the survey distribution.
Profile Name	String	False	No	The name of the profile associated with the survey, typically defining layout, access, or behavioral rules.
Region	String	False	No	Geographical region to which the survey applies, often used for segmenting data or tailoring survey content.
Score Display	String	False	No	Defines how survey scores or results are presented to end users, such as numerical, graphical, or hidden.
Segments	String	False	No	Comma-separated list of predefined segments that the survey applies to, used for filtering recipients or analyzing results.
Share Team	String	False	No	Comma-separated list of teams with whom the survey is shared, granting them visibility or collaboration access.
Start Date	Date	False	No	The date on which the survey became active and available for users to complete. This is used for scheduling and reporting purposes.
Survey Status	String	False	No	The current status of the survey, such as Draft, Active, or Completed, reflecting its lifecycle progress.
Target Type	String	False	No	Specifies the type of entity the survey is directed at, such as HCP, HCO, or internal stakeholder.
Included user territories:	String	False	No	A comma-separated list of sales or user territories where the survey is distributed. Each value identifies a unique territory.
iFrame Landing Page URL	String	False	No	The full URL used to embed the survey within an iframe for user access via a landing page or portal.
Detail Group	String	False	No	An optional grouping label used to categorize the survey under a specific set of related detail items or themes.
Product	String	False	No	The associated product or brand that the survey relates to, used for marketing, compliance, or targeting purposes.
Owner	String	False	No	The Vault user ID of the person who created or is responsible for managing the survey.
Maximum Possible Score	Decimal	False	No	The highest numerical score a respondent can achieve in the survey, used to calculate performance or satisfaction.
Minimum Possible Score	Decimal	False	No	The lowest numerical score a respondent can receive in the survey, establishing the baseline evaluation metric.
Expired	String	True	No	Indicates whether the survey has passed its expiration date and is no longer available for completion. Values can include Yes or No.
Legacy CRM Id	String	False	No	The identifier used in the legacy Customer Relationship Management (CRM) system for referencing this survey, supporting historical data migration or integration.
Language	String	False	No	The language in which the survey is presented to the user, such as English, French, or Japanese.
Lifecycle	String	True	No	The overall lifecycle model applied to the survey, defining the progression from creation to retirement.
Lifecycle State	String	True	No	The current state within the lifecycle model, such as Initiated, In Review, or Finalized.
Lifecycle State Stage ID	String	True	No	A system-generated identifier for the stage within the current lifecycle state, used internally for stage tracking.
Lifecycle Stage	String	True	No	The name of the current lifecycle stage, providing insight into the progress of the survey within its configured workflow.
Application Profile	String	False	No	The Vault application profile assigned to the survey, which determines UI configuration and feature access.

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SurveyTargets

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the survey target record.
Survey Target Type	String	True	No	Specifies the document type of the survey target within the Vault object model.
Global ID	String	True	No	System-generated global identifier used for integrations and cross-Vault referencing.
Link	String	False	No	System-managed link used to access the survey target record directly within the Vault interface.
Survey Target	String	False	No	Human-readable name or title assigned to the survey target entity.
Status	String	True	No	Current workflow or lifecycle status of the survey target, such as Draft, Approved, or Archived.
Created By	String	True	No	Username or system account that created the survey target record.
Created Date	Datetime	True	No	Timestamp indicating when the survey target record was initially created.
Last Modified By	String	True	No	Username or system account that last modified the survey target record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent modification of the survey target record.
Account Display Name	String	False	No	Public-facing name of the associated account or organization linked to the survey target.
Account Types	String	False	No	Comma-separated list of account types linked to the survey target, such as Healthcare Professional (HCP), Healthcare Organization (HCO), Distributor.
Call Id	String	False	No	Reference to the associated Call2 activity record related to the survey target.
Channels	String	False	No	Comma-separated list of communication channels used for survey delivery, such as Email, Phone, In-person.
Completed Date/Time	Datetime	False	No	Timestamp indicating when the survey target completed the assigned survey.
Employee Comment	String	False	No	Optional comment field where the employee can provide feedback or contextual notes.
Enable Employee Comment	String	False	No	Indicates whether employees are allowed to leave comments for the survey target (true or false).
End Date	Date	False	No	The date on which the survey target's participation in the survey officially ended.
Entity Reference Id	String	False	No	Unique identifier referencing the entity associated with this survey target record.
External ID	String	False	No	Identifier provided by external systems for integration or reference purposes.
Location Entity Reference Id	String	False	No	Reference to the location entity related to the survey target, used for regional mapping.
Lock	Bool	False	No	Boolean flag that prevents further changes to the survey target record once set to true.
Mobile ID	String	False	No	Identifier used by mobile platforms to reference the survey target during field activities.
Don't change owner on publish	Bool	False	No	When true, prevents the reassignment of ownership when the record is published.
Profile Name	String	False	No	Name of the profile or form layout associated with the survey target.
Recalled Date/Time	Datetime	False	No	Timestamp indicating when the survey target was recalled or removed from circulation.
Region	String	False	No	Geographical region associated with the survey target, often used for segmentation and reporting.
Report Status	String	False	No	Status of the reporting process for the survey target, such as Pending, Completed, or Failed.
Review Date	Date	False	No	Scheduled or actual date on which the survey target's responses were reviewed.
Segment	String	False	No	Business or customer segment classification assigned to the survey target for analytical grouping.
Sent to Rep Date/Time	Datetime	False	No	Timestamp indicating when the survey target was sent to the assigned representative for follow-up.
Share Team	String	False	No	Indicates the name of the team that shared the survey target, used for tracking collaboration across teams.
Start Date	Date	False	No	The date when the survey was initiated or became active for the target.
Survey Target Status	String	False	No	The current status of the survey for a specific target, such as Not Started, In Progress, or Completed.
Submitted DateTime	Datetime	False	No	The exact date and time when the survey was submitted by the user or target.
Target Type	String	False	No	Specifies the category of the survey target, such as Account, Event, or User.
Included user territories:	String	False	No	Lists the user territories included in the survey targeting, separated by commas. This is useful for geographic segmentation and performance tracking.
Account	String	False	No	References the associated account or HCP (Health Care Professional) linked to the survey target.
Call	String	False	No	Links to the related call record, indicating that the survey was part of a call activity.
Child Account	String	False	No	Indicates the child account related to the main account, often used in hierarchical account structures.
Manager	String	False	No	Refers to the manager or coach overseeing the employee who submitted or interacted with the survey.
Detail Group	String	False	No	Identifies the product detail group presented during the interaction, used for analyzing targeted messaging.
Attendee	String	False	No	Refers to the individual who attended the event or meeting and is associated with the survey.
Event Speaker	String	False	No	Specifies the speaker involved in the event where the survey target was engaged.
Event	String	False	No	Links to the specific event record connected to the survey target, enabling event-based reporting.
Employee	String	False	No	The employee who executed the survey-related activity or submitted the response.
Location	String	False	No	The physical or virtual location associated with the survey activity or event.
Product	String	False	No	The product related to the survey target, used to correlate survey data with product performance.
Sent Email	String	False	No	Indicates an email communication sent to the survey target, supporting outreach tracking.
Suggestion	String	False	No	References a system-generated or user-provided suggestion related to the survey or interaction.
User	String	False	No	The Vault user who owns or initiated the survey target record.
Owner	String	False	No	The owner ID of the survey target, typically a Vault user or system ID responsible for managing the record.
Score	Decimal	False	No	Numerical score assigned to the survey response, used for evaluating quality, engagement, or effectiveness.
Not Completed	String	True	No	Flag or reason indicating why the survey was not completed by the target.
Legacy CRM Id	String	False	No	Unique identifier from the legacy Customer Relationship Management (CRM) system, supporting migration tracking and data mapping.
Language	String	False	No	Language in which the survey was presented or completed, useful for localization and analysis.
Lifecycle	String	True	No	The lifecycle applied to the survey target object, defining its process stages and transitions.
Lifecycle State	String	True	No	The current lifecycle state of the survey target, such as Draft, In Review, or Approved.
Lifecycle State Stage ID	String	True	No	System-generated ID for the current lifecycle stage, used internally for process control.
Lifecycle Stage	String	True	No	The label for the current stage in the lifecycle, providing user-friendly identification of process phase.
Survey Name	String	False	No	The name of the survey associated with the target record, used for filtering and grouping.
Modified by Publish job	Datetime	True	No	Timestamp indicating when the survey target record was last modified by an automated publish job.
Application Profile	String	False	No	Identifies the application profile applied to the user or target, influencing access and configuration.

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SWOTs

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Strengths, Weaknesses, Opportunities, and Threats (SWOT) entry, used as the primary key in the system.
SWOT Type	String	True	No	Specifies the object type of the SWOT record, typically used to distinguish record variations in Vault.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the record across Vault environments.
Link	String	False	No	System link or URL that provides direct access to the SWOT record in the Veeva Vault interface.
SWOT Name	String	True	No	The name or title of the SWOT record, typically used for quick identification in user interfaces and reports.
Status	String	False	No	Current status of the SWOT record, such as Draft, In Review, or Approved, reflecting its stage in the workflow.
Created By	String	True	No	Username or identifier of the user who initially created the SWOT record.
Created Date	Datetime	True	No	Timestamp indicating when the SWOT record was first created.
Last Modified By	String	True	No	Username or identifier of the user who last modified the SWOT record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update made to the SWOT record.
Mobile ID	String	False	No	Mobile-generated identifier used to track the record when created or modified on a mobile device.
Opportunities	String	False	No	Describes external opportunities identified for the related account or product, supporting strategic planning.
Strengths	String	False	No	Details internal strengths related to the account, product, or team, used for evaluating competitive advantages.
Threats	String	False	No	Captures potential external threats or risks that can negatively impact the account or business strategy.
Weaknesses	String	False	No	Documents internal weaknesses or limitations relevant to the account or product that can require mitigation.
Account Plan	String	False	No	Reference to the associated account plan that the SWOT analysis supports, providing strategic alignment.
Product	String	False	No	Name or identifier of the product associated with the SWOT entry, enabling product-specific analysis.
Legacy CRM Id	String	False	No	Identifier carried over from a previous or legacy Customer Relationship Management (CRM) system to maintain reference continuity.

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SynchronizationTrackings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the synchronization tracking record.
Global ID	String	True	No	System-generated global identifier used to uniquely reference the record across environments.
Link	String	False	No	System URL or hyperlink used to access or reference the synchronization record in the Vault UI.
Synchronization Tracking Name	String	True	No	Descriptive name assigned to the synchronization event or batch.
Status	String	False	No	Current status of the synchronization process, such as Queued, In Progress, Completed, or Failed.
Created By	String	True	No	User who initiated or created the synchronization tracking entry.
Created Date	Datetime	True	No	Date and time when the synchronization tracking record was created in the system.
Last Modified By	String	True	No	User who last updated or modified the synchronization tracking record.
Last Modified Date	Datetime	True	No	Date and time when the synchronization record was last updated.
Sync Canceled	Bool	False	No	Indicates whether the synchronization process was canceled before completion.
Download Processed	Bool	False	No	Indicates whether the download phase of the sync process was completed successfully.
Media Processed	Bool	False	No	Flag indicating whether any associated media files were handled during synchronization.
Mobile ID	String	False	No	Unique identifier for the mobile device involved in the synchronization process.
# Retries	Decimal	False	No	Total number of retry attempts made to complete the synchronization operation.
# Upload Errors	Decimal	False	No	Number of upload-related errors encountered during the sync process.
# Uploads	Decimal	False	No	Total number of files or records uploaded as part of the synchronization.
# Unprocessed Trans Files	Decimal	False	No	Number of unprocessed VTrans (Vault transaction) files remaining after sync.
Sync Completed Datetime	Datetime	False	No	Timestamp indicating when the synchronization process was completed.
Sync Start Datetime	Datetime	False	No	Timestamp marking when the synchronization process began.
Sync Type	String	False	No	Type of synchronization being performed, such as Full, Incremental, or Manual.
Upload Processed	Bool	False	No	Flag indicating whether uploads were successfully processed during the sync.
VDS Processed	Bool	False	No	Indicates whether VDS (Vault Data Services) related content was processed.
VInsights Processed	Bool	False	No	Indicates whether VInsights-related content was included and processed in the sync.
Version	String	False	No	Version of the mobile app or platform used during the synchronization.
Owner	String	False	No	Owner or responsible user associated with this synchronization record.
Successful Sync	Decimal	True	No	Indicator or flag showing whether the synchronization was successful based on system criteria.
Sync Duration (secs)	Double	True	No	Total time in seconds that the synchronization process took from start to finish.
Legacy CRM Id	String	False	No	Identifier used to map this record to legacy Customer Relationship Management (CRM) systems, if applicable.
Refresh Mode?	Bool	False	No	Indicates whether the synchronization used refresh mode to update content rather than full re-download.

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Systems

Name	Type	ReadOnly	FilterOnly	Description
ID	String	False	No	Unique system identifier assigned by Veeva Vault. This is used internally to track system records across the platform.
Name	String	False	No	The official name of the system as registered within Veeva Vault. This name is typically recognizable by business users.
Status	String	False	No	Current operational state of the system, such as Active, Inactive, or Deprecated, indicating its availability for use.
CreatedBy	String	False	No	Username or user ID of the person who initially created the system record in Veeva Vault.
CreatedDate	Datetime	False	No	Timestamp indicating when the system record was first created. This is useful for auditing and lifecycle tracking.
LastModifiedBy	String	False	No	Username or user ID of the person who most recently updated the system record.
LastModifiedDate	Datetime	False	No	Timestamp indicating the last time any updates were made to the system record.
CiId	String	False	No	Configuration Item ID linking the system to an entry in a Configuration Management Database (CMDB), if integrated.
BusinessArea	String	False	No	The business domain or organizational function associated with the system, such as Regulatory, Quality, or Commercial.
ResponsibleItOrganization	String	False	No	The internal IT department or external partner accountable for maintaining and supporting the system.

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Territories

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the territory record within the Veeva Vault system.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the territory across Vault environments.
Link	String	False	No	Direct hyperlink to the full Vault record for this territory, useful for quick access and integration.
Name	String	False	No	Descriptive name assigned to the territory, often representing a geographic or organizational segment.
Status	String	False	No	Current operational state of the territory, such as Active, Inactive, or Archived.
Created By	String	True	No	User who initially created the territory record in the Vault system.
Created Date	Datetime	True	No	Timestamp indicating when the territory record was first created.
Last Modified By	String	True	No	User who last updated or modified the territory record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update made to the territory record.
API Name	String	False	No	System-friendly identifier for the territory, used in API integrations and configuration scripts.
Country	String	False	No	Country or region associated with the territory, which can affect data access or reporting.
Description	String	False	No	Free-text field providing additional context, purpose, or notes about the territory.
Parent Territory	String	False	No	Reference to the parent territory, used to define hierarchical territory structures.
Master Align Id	String	False	No	Identifier linking the territory to its master alignment definition, used in alignment planning and management.
Legacy CRM Id	String	False	No	Identifier from a previous or external Customer Relationship Management (CRM) system, used for data migration or cross-platform mapping.
Owner	String	False	No	User or role responsible for managing the territory and associated data or activities.

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TerritoryBudgets

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the territory budget record, typically auto-generated by the system.
Global ID	String	True	No	System-wide unique global identifier used to reference this record across integrations.
Link	String	False	No	Direct system link or reference URL for accessing the record within the Vault interface.
Territory Budget Name	String	False	No	Human-readable name assigned to the territory budget for identification and reporting purposes.
Status	String	False	No	Current state of the budget record, such as Draft, Active, or Archived, indicating its lifecycle stage.
Created By	String	True	No	Username or system ID of the user who originally created the territory budget entry.
Created Date	Datetime	True	No	Timestamp indicating when the territory budget was first created in the system.
Last Modified By	String	True	No	Username or system ID of the user who last updated the territory budget record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update to the budget record's data or status.
Active	Bool	False	No	Boolean flag that indicates whether the territory budget is currently active and in use.
Current Quantity	Decimal	False	No	The latest available quantity allocated in the territory budget, such as units of a resource.
Current Value	Decimal	False	No	The latest financial value assigned to the budget, in local currency, reflecting current allocation.
Current Value Corp	Decimal	True	No	Corporate-adjusted financial value of the current budget, used for cross-region or global reporting.
Local Currency	String	False	No	Three-letter ISO currency code representing the local currency for this budget (for example, USD, EUR).
Description	String	False	No	Detailed description or notes associated with the territory budget, often outlining its purpose or scope.
End Date	Date	False	No	The date on which the territory budget is scheduled to end or expire.
Last Transaction	Date	False	No	Date of the most recent financial or quantity-based transaction associated with the budget.
Start Date	Date	False	No	The official start date for the territory budget period, marking when allocations begin.
Start Quantity	Decimal	False	No	Initial quantity allocated at the start of the budget cycle for tracking usage over time.
Start Value	Decimal	False	No	Initial monetary value assigned to the budget at the beginning of the budget period.
Start Value Corp	Decimal	True	No	Initial corporate-adjusted value of the budget used for global financial consolidation.
Territory Budget Status	String	False	No	Operational status of the territory budget, typically indicating progress or approval stage.
Territory	String	False	No	Identifier or name of the territory associated with this budget, linking it to a regional or geographic area.
Type	String	False	No	Category or classification of the territory budget, such as promotional, operational, or capital.
Product	String	False	No	Reference to the product associated with the budget, indicating what the funds or resources are intended to support.
Owner	String	False	No	User or group responsible for managing the territory budget, typically a field manager or business unit lead.
Legacy CRM Id	String	False	No	Identifier used to link the budget to legacy Customer Relationship Management (CRM) systems, supporting data migration or backward compatibility.

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TerritoryBudgetTransactions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the territory budget transaction record.
Global ID	String	True	No	System-generated global identifier used to uniquely reference this record across all Vault instances.
Link	String	False	No	System-generated URL link for accessing the record directly in the Vault interface.
Territory Budget Transaction Name	String	True	No	Descriptive name assigned to the budget transaction, used for identifying or categorizing the entry.
Status	String	False	No	Current workflow or approval status of the transaction, such as Draft, Approved, or Rejected.
Created By	String	True	No	Username or user ID of the person who initially created the transaction record.
Created Date	Datetime	True	No	Timestamp indicating when the transaction record was first created in the system.
Last Modified By	String	True	No	Username or user ID of the person who last modified the transaction record.
Last Modified Date	Datetime	True	No	Timestamp reflecting the most recent update made to the transaction record.
Description	String	False	No	Free-text field providing additional context or details about the transaction, such as its purpose or justification.
Quantity	Decimal	False	No	Number of units associated with the transaction, such as product samples or event materials.
Transaction Date	Date	False	No	Date on which the budget transaction took place or was logged.
Value	Decimal	False	No	Monetary amount associated with the transaction, in the local operating currency.
Value Corp	Decimal	True	No	Monetary amount converted into the corporate standard currency for consolidated reporting.
Local Currency	String	False	No	Currency code representing the local currency in which the transaction value was originally recorded, such as USD, EUR, or JPY.
Territory Budget	String	False	No	Reference to the parent territory budget record this transaction is linked to, enabling budget tracking and reconciliation.
Legacy CRM Id	String	False	No	Identifier carried over from a legacy Customer Relationship Management (CRM) system to support data migration, traceability, or integration continuity.

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TerritoryFields

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the territory field record, used as the primary key in the database.
Territory Field Type	String	True	No	Specifies the object subtype of the territory field, typically aligning with a custom or standard object in Vault.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness of the record across Vault environments.
Link	String	False	No	URL or reference link used to access the full record within the Vault user interface.
TSF Name	String	True	No	Name assigned to the territory-specific field (TSF), usually reflecting a custom configuration or data capture field.
Status	String	False	No	Current operational status of the territory field record, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or ID of the user who originally created the record in the Vault system.
Created Date	Datetime	True	No	Timestamp indicating when the record was first created in Vault.
Last Modified By	String	True	No	Username or ID of the user who last updated the record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update made to the record.
Allowed Product	String	False	No	List of products permitted for this territory field, stored as a comma-separated list of product identifiers or codes.
External Id	String	False	No	Identifier used to reference this record in external systems, often for integration or migration purposes.
Last Activity Date	Date	False	No	Date of the most recent interaction or transaction associated with this territory field.
Mobile ID	String	False	No	Identifier used to reference the record in a mobile context, such as during offline sync or mobile-specific processes.
My Target	Bool	False	No	Indicates whether the record represents a personal target for the user viewing it (true or false).
Route	String	False	No	Designated travel or access route associated with the territory, typically used for planning and reporting.
Territory Name	String	False	No	Name of the territory associated with the record, often used for reporting and filtering.
YTD Activity	Decimal	False	No	Year-to-date activity metric associated with the territory, usually reflecting engagements, calls, or other KPIs.
Account	String	False	No	Vault reference to the Healthcare Professional (HCP) or Healthcare Organization (HCO) account associated with this territory field.
My Preferred Location	String	False	No	User-designated preferred account location for the associated activity or territory plan.
Territory	String	False	No	Reference to the Vault territory object or record this field is linked to.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system used to map historical data into Veeva Vault.
My Preferred Address	String	False	No	User-specified preferred physical address associated with the account or territory.

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TerritorySettings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Territory Settings record within the Vault environment.
Global ID	String	True	No	System-generated global identifier used across Vault environments for consistent reference.
Link	String	False	No	System link to directly access the Territory Settings record within the Vault user interface.
Name	String	False	No	Descriptive name assigned to this Territory Settings configuration.
Status	String	False	No	Current lifecycle status of the Territory Settings record, such as Active or Inactive.
Created By	String	True	No	Username or user ID of the individual who originally created this record.
Created Date	Datetime	True	No	Date and time when the Territory Settings record was initially created.
Last Modified By	String	True	No	Username or user ID of the individual who last modified this record.
Last Modified Date	Datetime	True	No	Date and time of the most recent update to the Territory Settings record.
ATL Mode	Decimal	False	No	Configuration value that defines how Align Territory Layer (ATL) mode is applied in this Vault setup.
Align Integration User	String	False	No	User account designated to perform data integration between Vault and Align systems.
Align Server	String	False	No	Name or identifier of the Align server instance connected to this Vault.
Align Territory Feedback Mode	Decimal	False	No	Defines the feedback mode used for territory alignment data exchange with Align.
Align Vault Id	String	False	No	Identifier of the Vault instance associated with the Align integration for this configuration.
Align Vault Integration Id	String	False	No	Unique integration identifier used to connect the Vault to the Align system.
Align Version	String	False	No	Version number of the Align product associated with this Vault territory integration.
External Id	String	False	No	External system identifier used for cross-system reference or integration.
Setup Owner ID	String	False	No	ID of the user or system responsible for owning and managing this territory configuration setup.
Security Profile	String	False	No	Name of the security profile that controls access permissions for this record.
Legacy CRM Id	String	False	No	Identifier referencing the corresponding record in the legacy Customer Relationship Management (CRM) system.
Application Profile	String	False	No	Specifies the application-level profile used to determine behavior or configuration rules.

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TimeOffTerritory

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the time off territory record within the Veeva Vault system.
Global ID	String	True	No	System-generated global identifier used to uniquely reference the record across different Vaults.
Link	String	False	No	System-generated link used to directly access the record in the user interface.
TOT ID	String	True	No	User-defined identifier for the time off territory entry, often representing a unique name or reference code.
Status	String	False	No	Indicates the current lifecycle status of the record, such as Draft, Approved, or Cancelled.
Created By	String	True	No	Username or ID of the user who created the time off territory record.
Created Date	Datetime	True	No	Date and time when the record was initially created in Vault.
Last Modified By	String	True	No	Username or ID of the user who last modified the record.
Last Modified Date	Datetime	True	No	Date and time when the record was most recently updated.
Date	Date	False	No	The specific calendar date on which the time off occurred or is scheduled to occur.
Mobile ID	String	False	No	Identifier used to sync or reference the record within the Veeva Customer Relationship Management (CRM) mobile application.
Reason	String	False	No	Explanation or justification for the time off territory entry, such as vacation, training, or illness.
Time Off Territory Status	String	False	No	Custom status indicating the current state of the time off request, aligned with business workflows.
Territories	String	False	No	List of territories associated with the time off, indicating where the user will be unavailable.
Time	String	False	No	Optional time field capturing additional context such as full day, half day, or specific time range.
Hours off	String	False	No	String representation of the number of hours taken off, potentially formatted for display purposes.
Start Time	String	False	No	Start time for the time off on the specified date, indicating when unavailability begins.
Owner	String	False	No	Vault user ID or reference indicating the owner or responsible person for the record.
Hours	Decimal	True	No	Decimal value representing the number of hours the user is taking off on the given date.
Legacy CRM Id	String	False	No	Identifier used to link this record to a corresponding record in a legacy CRM system before migration.
Unavailable for Scheduling	Bool	False	No	Boolean flag indicating whether the user should be excluded from scheduling during this time off period, especially for Engage meetings.

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UnavailableTimes

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the unavailable time entry, used as the primary key for this record.
Unavailable Time Type	String	True	No	Specifies the type or classification of the unavailable time, such as vacation, sick leave, or meeting block, based on Veeva Vault's object type structure.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the record across different environments and integrations.
Link	String	False	No	System-generated hyperlink or URI reference that links directly to the record in the Veeva Vault system interface.
Unavailable Time Name	String	True	No	Descriptive name for the unavailable time entry, often used to summarize the reason or purpose of the unavailability.
Status	String	False	No	Indicates the current workflow or lifecycle status of the unavailable time entry, such as Draft, Approved, or Cancelled.
Created By	String	True	No	Username or system identifier of the person or process that created the unavailable time record.
Created Date	Datetime	True	No	Timestamp recording when the unavailable time entry was initially created in the system.
Last Modified By	String	True	No	Username or system identifier of the person or process that last updated the record.
Last Modified Date	Datetime	True	No	Timestamp capturing the most recent modification made to the unavailable time record.
End Datetime	Datetime	False	No	Date and time when the unavailability period ends, representing the conclusion of the blocked schedule.
External ID	String	False	No	Optional external identifier used to link this record to data from third-party systems or external scheduling tools.
Mobile ID	String	False	No	Identifier used by mobile applications to sync or track the unavailable time entry across devices.
Start Datetime	Datetime	False	No	Date and time when the unavailability period begins, marking the start of the blocked schedule.
Owner	String	False	No	Vault user or group designated as the owner of the record, typically responsible for its accuracy and updates.
Legacy CRM Id	String	False	No	Identifier carried over from a legacy Customer Relationship Management (CRM) system, used for mapping and historical reference during data migration.
Time Off Territory	String	False	No	References a related time off territory record, indicating if this unavailability is linked to broader territory-level time off.
Controlling External Calendar Event	String	False	No	Indicates the controlling calendar event in an external system that can govern this unavailability, typically for sync purposes.
External Calendar Event	String	False	No	Reference to an associated calendar event from an external system, such as Google Calendar or Outlook, if integrated.
Call	String	False	No	Reference to a related call record, if this unavailability is tied to a scheduled or canceled call in Veeva CRM.

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UnsubscribeProducts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the unsubscribe product record. This ID is used internally for reference and data integrity.
Unsubscribe Product Type	String	True	No	Indicates the type or classification of the unsubscribe product, which helps categorize the record for business logic and reporting.
Global ID	String	True	No	Immutable system-wide unique identifier assigned to the record. This is used for cross-system integration and synchronization.
Link	String	False	No	System-generated hyperlink reference to the unsubscribe product record in Vault. This is useful for quick navigation in the UI.
Unsubscribe Product Name	String	False	No	The name assigned to the unsubscribe product. This is typically user-facing and used in reports, UI listings, and search.
Status	String	False	No	Current lifecycle status of the unsubscribe product, such as Draft, Approved, or Inactive. Drives business process rules and visibility.
Created By	String	True	No	User who initially created the unsubscribe product record. Helps track data origin and ownership.
Created Date	Datetime	True	No	Timestamp when the record was first created. Important for auditing and data lifecycle analysis.
Last Modified By	String	True	No	User who most recently updated the unsubscribe product record. This is useful for traceability and collaboration.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update to the record. Supports auditing and time-based filtering.
Content Type Display Name	String	False	No	Human-readable name of the content type associated with the unsubscribe product. Often used in UI views and filters.
Detail Group Display	String	False	No	Display label for the group or category of product details associated with the unsubscribe product. This is used for grouping in user interfaces.
Display Order	Decimal	False	No	Numeric value indicating the order in which this product should appear in lists or reports. Lower numbers appear first.
Product Display	String	False	No	Display-friendly version of the associated product name. This is useful for presentation in UI or reports where the full product context is needed.
Content Type	String	False	No	Internal reference to the content type linked with this unsubscribe product. This is used for filtering, workflows, and business rules.
Detail Group	String	False	No	Reference to the detail group the unsubscribe product belongs to. Supports categorization and business logic execution.
Product	String	False	No	Identifier for the product that is being unsubscribed from. This links the unsubscribe action to a specific commercial product.
Unsubscribe	String	False	No	Flag or reference indicating whether the product is unsubscribed. Typically used in filtering and communication suppression logic.
Owner	String	False	No	User or group responsible for managing the unsubscribe product record. Determines access, responsibility, and notifications.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system, used for data migration or back-referencing older system records.

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Unsubscribes

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the unsubscribe record, used as the primary key for internal reference.
Unsubscribe Type	String	True	No	Specifies the category or classification of the unsubscribe record, referencing the object type defined in Vault.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across environments and integration systems.
Link	String	False	No	Direct system-generated hyperlink reference to the unsubscribe object within Veeva Vault.
Unsubscribe Name	String	False	No	User-friendly name assigned to the unsubscribe object, typically used for display and search purposes.
Status	String	False	No	Current lifecycle status of the unsubscribe record, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or user ID of the person who initially created the unsubscribe entry.
Created Date	Datetime	True	No	Date and timestamp when the unsubscribe record was first created in the system.
Last Modified By	String	True	No	Username or user ID of the person who last updated the unsubscribe record.
Last Modified Date	Datetime	True	No	Date and timestamp when the unsubscribe record was most recently modified.
Consent Level	String	False	No	Describes the level of consent associated with this unsubscribe action, such as Opt-Out, Limited Opt-In, or Full Opt-In.
Unsubscribe Identifier	String	False	No	External or internal reference identifier used to track the unsubscribe request across systems or platforms.
Owner	String	False	No	Vault user or system entity responsible for managing or overseeing the unsubscribe record.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to link the unsubscribe record with historical or migrated data.
Unsubscribe Cancel HTML	String	False	No	Reference to the HTML file that is displayed to users when they cancel their unsubscribe request.
Unsubscribe Confirm HTML	String	False	No	Reference to the HTML file used to confirm the unsubscribe action to the user upon completion.
Unsubscribe HTML	String	False	No	Reference to the main HTML file that renders the unsubscribe form or content presented to the user.
Unsubscribe Modify Confirm HTML	String	False	No	Reference to the HTML file displayed when a user modifies their unsubscribe preferences and confirms the changes.

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UserDetails

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the user detail record within the Veeva Vault system.
User Detail Type	String	True	No	Specifies the record type or classification of the user detail object, as defined in the Veeva configuration.
Global ID	String	True	No	System-generated globally unique identifier used across Vaults to identify the same user detail object.
Link	String	False	No	System-generated hyperlink to the user detail record for quick access within the Vault interface.
User Detail Name	String	True	No	Name assigned to the user detail record, typically representing the user's full name or descriptive label.
Status	String	False	No	Indicates the current lifecycle state of the user detail record, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or identifier of the person or system that originally created the user detail record.
Created Date	Datetime	True	No	Date and time when the user detail record was initially created in the Vault system.
Last Modified By	String	True	No	Username or identifier of the user who last updated the user detail record.
Last Modified Date	Datetime	True	No	Date and time when the user detail record was most recently modified.
Home Address Line 1	String	False	No	First line of the user's residential address, typically including street number and name.
Home Address Line 2	String	False	No	Optional second line for the residential address, such as apartment or suite number.
Home City	String	False	No	City associated with the user's home address.
Home State	String	False	No	State, province, or region associated with the user's home address.
Home Zip+4	String	False	No	Extended ZIP code (ZIP+4) providing precise delivery information for the user's residential address in the United States.
Home Zip	String	False	No	Standard ZIP or postal code for the user's home address.
Mobile ID	String	False	No	Unique identifier associated with the user's mobile device or Veeva mobile application instance.
Photo	String	False	No	Reference to a stored image or profile photo of the user, used for visual identification within the Vault interface.
Remote Meeting Display Name	String	False	No	Custom display name shown to participants when the user hosts or joins remote meetings.
User Signature	String	False	No	Electronic signature image or reference used to authenticate the user in compliant processes.
Additional Zoom Dial In Countries	String	False	No	Comma-separated list of countries where the user can access Zoom dial-in services. Each country is separated by a comma followed by a space.
User	String	False	No	Reference to the Vault user account associated with this user detail record.
Owner	String	False	No	Identifier of the user or group designated as the owner of the user detail record.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to reference this user before integration with Veeva Vault.
Home Country	String	False	No	Country associated with the user's home address, used for geographic and regional processing.
Digital Business Card Display Name	String	False	No	Name shown on the user's digital business card during interactions like email, meetings, or online introductions.
Digital Business Card Phone	String	False	No	Contact phone number displayed on the user's digital business card.
Digital Business Card Photo	String	False	No	URL or Vault reference to the profile photo used on the digital business card.
Digital Business Card Title	String	False	No	Job title or position displayed on the user's digital business card.
Digital Business Card Country	String	True	No	Country listed on the user's digital business card, aligning with their professional or business location.
Digital Business Card Email	String	True	No	Email address shown on the user's digital business card for contact purposes.
Digital Business Card First Name	String	True	No	User's first name as displayed on the digital business card.
Digital Business Card Last Name	String	True	No	User's last name as displayed on the digital business card.
Digital Business Card Role	String	True	No	User's functional or professional role as presented on the digital business card.

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UserExceptionItems

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the exception item record, used as the primary key.
Exception Type	String	True	No	Specifies the classification of the exception, indicating the type of user-level error or anomaly encountered.
Exception Item Name	String	False	No	Human-readable name associated with the exception item, typically used for display and search.
Status	String	False	No	Current lifecycle status of the exception item, such as Active, In Progress, or Resolved.
Created By	String	True	No	Username or system identifier of the user or process that originally created the exception item.
Created Date	Datetime	True	No	Date and time when the exception item was initially created in the system.
Last Modified By	String	True	No	Username or system identifier of the user or process that last updated the exception item.
Last Modified Date	Datetime	True	No	Date and time when the exception item was most recently modified.
Error Message	String	False	No	Detailed error message generated by the system that explains the nature of the failure or issue.
Error Status	String	False	No	Status code or description indicating the severity or resolution state of the error encountered.
Error Type	String	False	No	Categorization of the error, such as Validation, Processing, or System, to aid in troubleshooting and reporting.
Exception Message	String	False	No	Descriptive message specifically tied to the exception context, intended for diagnostics or logging.
Item	String	False	No	Reference to the associated item (record or object) in the system that triggered the exception.
Item Data	String	False	No	Serialized or structured data from the item that contributed to or caused the exception.
Global ID	String	True	No	Globally unique identifier for cross-system tracking or deduplication of the exception item.
Link	String	False	No	Hyperlink or URI that provides direct access to the full exception item or related resource in the application.

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UserExceptionMessages

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the exception message record, typically used as the primary key.
Exception Name	String	False	No	Human-readable name of the exception that was triggered, mapped from name__v in Veeva Vault.
Status	String	False	No	Current processing status of the exception message, such as New, Resolved, or Failed, sourced from status__v.
Created By	String	True	No	Username or system identifier that initially created the exception message record, corresponding to created_by__v.
Created Date	Datetime	True	No	Timestamp when the exception message record was created in the system, based on created_date__v.
Last Modified By	String	True	No	User or system that last updated the exception message record, mapped from modified_by__v.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the exception message record, taken from modified_date__v.
Error Message	String	False	No	Detailed system-generated message describing the error encountered during integration, extracted from error_message__sys.
Error Type	String	False	No	Category or classification of the error (for example, Validation, System, Mapping), sourced from error_type__sys.
Message Body	String	False	No	JSON-formatted content of the message payload that triggered the exception, pulled from message_body_json__sys.
Failed Message Items	Decimal	False	No	Number of individual message items that failed during processing, represented by message_items_failed__sys.
Received Message Items	Decimal	False	No	Total number of message items received in the integration message, captured from message_items_received__sys.
Message Processor	String	False	No	Name or identifier of the system module or service that attempted to process the message, based on message_processor__sys.
Integration	String	False	No	Name of the integration interface or system involved when the error occurred, drawn from integration__sys.
Integration Point	String	False	No	Specific endpoint or module within the integration that caused the exception, from integration_point__sys.
Global ID	String	True	No	Globally unique identifier assigned to this message across systems, derived from global_id__sys.
Link	String	False	No	System-generated link or reference for accessing the exception message record within Veeva Vault, from link__sys.

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UserRoleConstraints

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the user role constraint record within the system.
Name	String	True	No	Descriptive name assigned to the user role constraint, used for easy identification.
Status	String	False	No	Current status of the role constraint record, such as Active or Inactive, indicating its applicability.
Created By	String	True	No	Username or identifier of the user who originally created the role constraint record.
Created Date	Datetime	True	No	Timestamp indicating when the role constraint record was first created.
Last Modified By	String	True	No	Username or identifier of the user who last updated the role constraint record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent modification to the role constraint record.
User	String	False	No	Identifier of the user to whom the role constraint is assigned or applied.
Role	String	False	No	Identifier of the role associated with the constraint, defining access levels or permissions.
Global ID	String	True	No	System-generated globally unique identifier for the role constraint record, used for cross-system reference.
Link	String	False	No	System-generated URL or hyperlink pointing to the detailed view of the role constraint record.

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UserRoleSetup

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the user role setup entry, typically assigned automatically by the system.
Name	String	True	No	Descriptive name of the user role setup, sourced from the Vault's internal name__v field.
Status	String	False	No	Current lifecycle state of the user role setup, such as Active, Inactive, or Pending, stored in the status__v field.
User	String	False	No	Reference to the user associated with this role setup, linking to the corresponding user__v field.
Role	String	False	No	Assigned role for the user within the system, indicating permissions or functional access, sourced from role__v.
Created By	String	True	No	Username or identifier of the person or process that created the record, pulled from created_by__v.
Created Date	Datetime	True	No	Date and time when this user role setup was initially created in the system, from created_date__v.
Last Modified By	String	True	No	Username or identifier of the last person or process that modified the record, captured in modified_by__v.
Last Modified Date	Datetime	True	No	Timestamp indicating when the record was last updated, drawn from modified_date__v.
Source	String	False	No	Indicates the origin of the role setup record, such as API, UI, or integration system, stored in urs_source__sys.
Source Reference	String	False	No	Reference ID or tracking value from the external source system that initiated the setup, found in urs_source_ref__sys.
Global ID	String	True	No	System-generated globally unique identifier for the user role setup, stored in global_id__sys.
Link	String	False	No	System-provided direct link or URL to access the full record in Vault, stored in link__sys.

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Users

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the user record within the Veeva Vault system.
Name	String	True	No	Full name of the user as displayed in the Vault interface.
Status	String	True	No	Current status of the user account, such as Active, Inactive, or Locked.
Created By	String	True	No	User or system that originally created this user record.
Created Date	Datetime	True	No	Timestamp indicating when the user record was first created in the system.
Last Modified By	String	True	No	User or system that last updated the user record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to this user record.
Domain Admin	Bool	False	No	Indicates whether the user has domain administrator privileges, which grant elevated access across the Vault domain.
Email	String	False	No	User's primary email address used for notifications and authentication.
User Name	String	False	No	Login username used by the user to access the Vault platform.
First Name	String	False	No	User's first name, typically used in personalization or display contexts.
Last Name	String	False	No	User's last name, typically used in personalization or display contexts.
Image	String	False	No	Reference to the user's profile image or avatar used in Vault.
Manager	String	False	No	Identifier or reference to the user's manager within the organization, often used for hierarchy-based workflows.
Language	String	False	No	Preferred language for the user interface, used to localize the Vault experience.
License Type	String	False	No	Type of license assigned to the user, which determines feature access and permissions.
Locale	String	False	No	User's regional locale settings, which influence number, date, and time formatting.
Timezone	String	False	No	Time zone assigned to the user, used for scheduling and displaying time-specific data.
Alias	String	False	No	Alternative name or nickname used for the user within Vault.
Company	String	False	No	Name of the company or organizational unit associated with the user.
Title	String	False	No	Job title of the user, used for reporting or display in organizational structures.
Mobile	String	False	No	User's mobile phone number, used for contact and optional multi-factor authentication.
Office Phone	String	False	No	User's office phone number, typically used for internal contact purposes.
Fax	String	False	No	User's fax number, if applicable, primarily for legacy communication contexts.
Location	String	False	No	User's physical location or office address, used for regional assignments or compliance.
Federated ID	String	False	No	Federated identity string used when integrating with external identity providers (for example, SAML, OAuth).
Favorite New Content	Bool	False	No	Indicates whether the user has opted to be notified when new content is added to their favorite documents.
Favorite Document New Comment	Bool	False	No	Indicates whether the user receives alerts for new comments added to their favorite documents.
Favorite Document New Status	Bool	False	No	Indicates whether the user is notified when a favorite document changes status.
Product Announcement Emails	Bool	False	No	Indicates whether the user is subscribed to receive emails about product announcements and feature updates from the Veeva platform.
Service Availability Notifications	Bool	False	No	Specifies whether the user is configured to receive alerts regarding system maintenance, service outages, or availability updates.
Security Profile	String	False	No	The name of the security profile assigned to the user, which defines access permissions and data visibility rules across the application.
Last Login	Datetime	True	No	Records the most recent date and time the user successfully logged into the Vault system.
Security Policy	String	False	No	The security policy applied to the user account, determining password rules, session timeouts, and other authentication behaviors.
Salesforce Username	String	False	No	Stores the username used by the user to access integrated Salesforce systems, if applicable.
Lifecycle	String	True	No	Represents the lifecycle configuration assigned to the user, governing user status progression such as activation, deactivation, or archiving.
Lifecycle State	String	True	No	Denotes the current state within the assigned lifecycle, such as Active, Inactive, or Suspended.
Preferred Currency	String	False	No	Indicates the user's preferred currency for transactional views, budgeting, or pricing-related data.
Activation Date	Date	False	No	Date on which the user account is activated and becomes eligible for login and system interaction.
Inactivation Date	Date	True	No	Date on which the user account is deactivated, rendering the user unable to access the system.
Send Welcome Email on Activation Date	Bool	False	No	Indicates whether a welcome email should be automatically sent to the user upon activation.
Global ID	String	True	No	Globally unique identifier for the user, used for cross-system referencing and synchronization.
Link	String	False	No	System-generated URL or reference linking to the user profile or associated user resources.
System Owned User	Bool	True	No	Specifies whether the user account is owned and managed by the system rather than manually created.
Tasks	String	False	No	List of task identifiers or labels currently assigned to the user for workflow or document-related actions.
User Mentions	String	False	No	References where the user has been tagged or mentioned, commonly used in collaborative annotations or comments.
Shared Views	String	False	No	Identifiers or names of saved views that have been shared by this user with others in the system.
Send As Link	String	False	No	Specifies the delivery format of shared documents, typically a URL link sent via email rather than as an attachment.
Landing Tab	String	False	No	The default tab displayed when the user logs in, such as Home, Tasks, or Library.
Holiday Schedule	String	False	No	The holiday calendar assigned to the user, used in scheduling tasks and avoiding deadline conflicts.
Preferred Tab Collection	String	False	No	The user's preferred set of tabs displayed in the interface, providing quick access to frequently used features.
Annotation Replies	String	False	No	Tracks whether the user is permitted to reply to annotations in documents, based on permission settings.
Alternate CDN	String	False	No	Name or identifier of the alternate Content Delivery Network used for serving content to this user.
Analytics Admin	Bool	False	No	Indicates whether the user has administrative privileges to manage or access system analytics and reporting dashboards.
Andi FTP Admin	Bool	False	No	Specifies whether the user has administrative access to the Andi FTP interface for data imports or exports.
Approved Email Admin	Bool	False	No	Denotes whether the user can configure and administer Approved Email features within the platform.
Available	String	False	No	Reflects the current availability status of the user, often used for delegation, visibility, or calendar coordination.
Clear Client Sync Errors	Bool	False	No	Determines whether the user has permission to manually clear client-side synchronization errors.
Concur UserID	String	False	No	External identifier linking the user account to the SAP Concur system, typically used for travel and expense management integration.
Consent Admin	Bool	False	No	Indicates whether the user has administrative permissions to manage consent-related operations in the system.
Content Admin	Bool	False	No	Specifies whether the user has administrative rights to manage content, such as documents, presentations, and media assets.
Custom Application	String	False	No	Identifies the custom application associated with the user, typically configured for specialized workflows or features.
Engage Connect Group Request	String	False	No	References a user's pending request to be added to an Engage Connect Group, which facilitates virtual meetings and collaboration.
Engage Connect Group	String	False	No	Denotes the Engage Connect Group that the user is currently associated with for virtual interactions and group management.
Engage Connect Group Provisioning Status	String	False	No	Represents the provisioning status of the user's Engage Connect Group, such as requested, in progress, or completed.
Enable CLM Testing Features	Bool	False	No	Indicates whether Closed Loop Marketing (CLM) testing features are enabled for the user to validate presentations and interactions.
Engage Group	String	False	No	Specifies the Engage Group linked to the user, which supports structured virtual engagement and event coordination.
Engage Group Provisioning Status	String	False	No	Shows the current status of Engage Group provisioning for the user, such as pending, active, or failed.
Engage Group Request	String	False	No	Captures a request initiated by the user to join or create an Engage Group for digital engagement purposes.
Facetime Email	String	False	No	Stores the user's email address registered for use with FaceTime-based interactions or virtual calls.
Facetime Phone	String	False	No	Contains the user's phone number designated for FaceTime video conferencing or virtual meeting functionality.
Force Full Refresh	Bool	False	No	Indicates whether the user has triggered or requires a full refresh of mobile Customer Relationship Management (CRM) data, typically used to resolve sync issues.
Last iPad Connect Version	String	False	No	Records the version of the iPad Connect app most recently used by the user to access the platform.
Last iPad Connect	Datetime	False	No	Captures the timestamp of the user's most recent connection using the iPad Connect application.
Last iPad Sync	Datetime	False	No	Indicates the last time the user successfully synchronized data from their iPad device with the system.
Last iPad iOS Version	String	False	No	Displays the version of iOS installed on the user's iPad during their most recent system interaction.
Last iPhone Connect Version	String	False	No	Records the most recent version of the iPhone Connect app used by the user to access the CRM platform.
Last iPhone Connect	Datetime	False	No	Logs the last date and time the user connected to the platform using the iPhone Connect application.
Last iPhone Sync	Datetime	False	No	Represents the latest sync timestamp from the user's iPhone, ensuring their local data is up-to-date.
Last iPhone iOS Version	String	False	No	Shows the iOS version on the user's iPhone at the time of their most recent app usage or sync.
MCCP Admin	Bool	False	No	Indicates whether the user has administrative access to manage My Call Cycle Plans (MCCP), which define field force activity plans.
Master Align Id	String	False	No	Unique identifier used to associate the user with a master alignment record, often related to territory or account assignment structures.
Mobile CRM App Access Disabled	Bool	False	No	Indicates whether access to the mobile CRM application is currently disabled for the user, either temporarily or permanently.
NAS Filters	String	False	No	Contains filters or configuration values related to Network Address Services (NAS), used to define access scopes or visibility rules.
Network Additional Countries	String	False	No	Lists additional countries configured in the user's network profile, separated by commas with 1 space after each comma.
Network Admin	Bool	False	No	Specifies whether the user has administrative permissions for managing Veeva Network configurations and reference data.
Override Timestamp	Datetime	False	No	Indicates a system-generated timestamp used to override standard modification times for audit or synchronization purposes.
Primary Territory	String	False	No	Specifies the user's primary sales territory, which determines default geography, customer assignments, and reporting hierarchy.
Raise Logging Level	String	False	No	Designates the user-specific logging level, used to increase diagnostic detail for troubleshooting purposes.
Remote Meeting Host Id	String	False	No	Unique identifier associated with the user for hosting remote meetings within the system, typically used for integration with third-party virtual meeting platforms.
Remote Meeting Host Token	String	False	No	Authentication token used by the user to securely host remote meetings. Enables integration with remote conferencing tools while preserving secure access.
Send Detailed Log	Bool	False	No	Indicates whether the user has enabled the sending of detailed application logs for troubleshooting or audit purposes.
Share Team	String	False	No	Team or group with whom the user's data or records are shared. Helps in managing collaborative access and permissions.
Upload VTrans	Bool	False	No	Boolean flag that determines whether the user has permission to upload Veeva CRM CLM (VTrans) content to the platform.
User Identifier	String	False	No	A system-generated or user-provided unique string used to identify the user across modules and integrations within Veeva Vault.
User Type	String	False	No	Specifies the classification of the user, such as internal employee, contractor, or external partner, used for access control and reporting.
Webinar Host Id	String	False	No	Identifier linked to the user's webinar hosting profile. Typically used for managing user-hosted webinars within integrated systems.
Webinar Host Token	String	False	No	Secure token granting webinar host permissions to the user, supporting authentication for webinar-related activities.
Last CRM Desktop Mac Sync	Datetime	False	No	Timestamp of the most recent sync between the user's Mac CRM desktop client and the Vault system.
Last CRM Desktop Mac Version	String	False	No	Version number of the CRM desktop application installed on the user's Mac at the time of the last synchronization.
Last CRM Desktop Windows Sync	Datetime	False	No	Timestamp recording when the user's Windows-based CRM desktop application last synchronized with the Vault platform.
Last CRM Desktop Windows Version	String	False	No	Version of the CRM desktop application on Windows used by the user during the most recent sync operation.
Address	String	False	No	Full formatted address of the user, often used for location-based features, correspondence, or compliance requirements.
City	String	False	No	City component of the user's address, used for geographic classification and location-based filtering.
Department	String	False	No	Department or organizational unit to which the user belongs, commonly used for reporting and access management.
Geocode Accuracy	String	False	No	Specifies the accuracy level of the geolocation coordinates associated with the user's address, such as rooftop, range interpolated, or approximate.
Active	Bool	False	No	Indicates whether the user's account is currently active. Inactive users typically cannot log in or access system features.
Zip/Postal Code	String	False	No	Postal code portion of the user's address, used for address validation, geolocation, and regional reporting.
Photo	String	False	No	URL pointing to the user's profile photo, typically displayed in user directories or communication interfaces.
State/Province	String	False	No	State or province portion of the user's address, relevant for regional compliance and categorization.
Street	String	False	No	Street-level detail of the user's address, supporting geocoding and accurate physical location records.
Nickname	String	False	No	The community nickname or informal name chosen by the user for display within collaborative or social modules.
Role ID	String	False	No	Identifier of the user's assigned role in the system, used to determine access permissions and functional responsibilities.
Account ID	String	False	No	Identifier linking the user to a specific account, typically representing the organization or customer entity they belong to.
Country	String	False	No	Specifies the user's primary country of operation, typically aligned with their region-specific permissions and compliance settings. Maps to the country__v field in Vault.
Delegated Approver ID	String	False	No	The unique identifier for a user authorized to act as a delegated approver on behalf of the primary user in workflows requiring approvals. Maps to delegatedapproverid__v.
Profile Name	String	True	No	The name of the user's assigned profile, which defines the user's roles, permissions, and access levels within the Vault system. Maps to profile_name__v.
Country2	String	True	No	Stores the two-letter ISO country code associated with the user's location, useful for integrations and filtering. Maps to country_code__v.
Legacy CRM Id	String	False	No	Represents the user ID from a previous or external CRM system, retained for reference or migration purposes. Maps to legacy_crm_id__v.
Enable Microsoft Outlook Calendar	Bool	False	No	Indicates whether the user's Vault account is integrated with Microsoft Outlook Calendar to sync events and availability. Maps to enable_ms_outlook_calendar__v.
Enable Microsoft Teams	Bool	False	No	Specifies whether the user has Microsoft Teams integration enabled for collaboration and meeting features. Maps to enable_ms_teams__v.
Last Android Connect Version	String	False	No	Stores the version number of the Veeva Android Connect app last used by the user. Maps to last_android_connect_version__v.
Last Android Connect	Datetime	False	No	Timestamp of the user's most recent connection using the Veeva Android Connect app. Maps to last_android_connect__v.
Last Android OS Version	String	False	No	Captures the version of the Android operating system on the user's device at the time of last sync. Maps to last_android_os_version__v.
Last Android Sync	Datetime	False	No	The date and time of the user's last successful data synchronization on an Android device. Maps to last_android_sync__v.
Last CRM Desktop Mac Connect Version	String	False	No	Indicates the version of the CRM Desktop client for macOS used during the user's last connection. Maps to last_crmdesktop_mac_conn_ver__v.
Last CRM Desktop Mac Connect	Datetime	False	No	Timestamp of the most recent connection using the CRM Desktop client for macOS. Maps to last_crmdesktop_mac_connect__v.
Last CRM Desktop Windows Connect Version	String	False	No	Specifies the version of the CRM Desktop client for Windows last used by the user. Maps to last_crmdesktop_windows_conn_ver__v.
Last CRM Desktop Windows Connect	Datetime	False	No	The most recent connection timestamp for the CRM Desktop client on a Windows machine. Maps to last_crmdesktop_windows_connect__v.
MS Graph API Authorized?	Bool	False	No	Indicates whether the user has successfully authorized access to the Microsoft Graph API, enabling advanced Office 365 features. Maps to ms_graph_api_authorized__v.
MS Outlook Last Pull Activity	Datetime	False	No	The timestamp of the last data pull operation from Microsoft Outlook, showing when information was last imported. Maps to ms_outlook_last_pull_activity__v.
MS Outlook Last Push Activity	Datetime	False	No	The timestamp of the last data push operation to Microsoft Outlook, showing when Vault last updated Outlook. Maps to ms_outlook_last_push_activity__v.
Vault CRM: Events Management	String	False	No	Indicates whether the user is licensed for Vault CRM's Events Management module, used for planning and managing Healthcare Professional (HCP) events. Maps to license_vaultcrmeventsmanagement__sys.
Vault CRM: Service Center	String	False	No	Specifies whether the user is licensed for the Vault CRM Service Center module, which supports customer service workflows. Maps to license_vaultcrmservicecenter__sys.
Layout Profile	String	False	No	Denotes the system layout profile assigned to the user, controlling the structure and appearance of UI components in Vault. Maps to layout_profile__sys.
Vault CRM: Core CRM	String	False	No	Represents licensing status for the Vault CRM Core module, which provides foundational CRM capabilities. Maps to license_vaultcrmcore__sys.
Product Expertise	String	False	No	Details the specific products or therapeutic areas where the user holds subject-matter expertise, influencing content delivery or targeting. Maps to product_expertise__v.
Vault CRM: Approved Email	String	False	No	Indicates whether the user is licensed for the Vault CRM Approved Email module, used for compliant email communications. Maps to license_vaultcrmapprovedemail__sys.
Vault CRM: Engage	String	False	No	Indicates whether the user has an active license for Vault CRM: Engage, enabling interaction management functionalities for customer engagement.
Last iPad Updates Applied	Datetime	False	No	Timestamp of the most recent updates applied to the Veeva CRM iPad app for the user, useful for mobile deployment tracking.
Last iPhone Updates Applied	Datetime	False	No	Timestamp of the most recent updates applied to the Veeva CRM iPhone app for the user, indicating version currency for iOS devices.
Employee Number	String	False	No	The user's unique employee identification number as maintained in the organization's HR system, used for personnel tracking and reporting.
Locked User	Bool	False	No	Boolean flag indicating if the user account is currently locked due to failed login attempts or administrative action.
Inventory Order Allocation Group	String	False	No	Represents the group assigned to manage inventory order allocations for the user, influencing product distribution workflows.
VCountry	String	False	No	The virtual country code associated with the user, used for region-specific configurations, permissions, and reporting.
Language Code	String	True	No	The user's preferred language for UI and communications, based on ISO language codes such as en, fr, or de.
CCaaS External User ID	String	False	No	The external identifier used to associate the user with a Contact Center as a Service (CCaaS) platform, supporting cross-system integration.
OmniConnect Integration	String	False	No	Indicates whether the user is enabled for OmniConnect integration, allowing access to third-party platforms via Veeva's integration layer.
Vault CRM: Campaign Manager	String	False	No	Specifies whether the user is licensed for Vault CRM: Campaign Manager, which supports campaign planning and execution activities.
Application Profile	String	False	No	The application profile assigned to the user, defining UI layout, feature access, and device-specific behavior across Veeva Vault products.
Vault CRM: Patient CRM	String	False	No	Indicates whether the user has an active license for Vault CRM: Patient CRM, enabling patient engagement and case tracking functionalities.
Locale Code	String	True	No	Specifies the user's full locale setting including language and region (such as en_US or fr_FR), which governs formatting and localization behavior.
Original User	String	True	No	System field referencing the initial user who created or owned the user record before any reassignment or replication.
Favorite Documents	String	False	No	A list or reference to documents marked as favorites by the user, enabling quick access to frequently used Vault content.
Summary Email Interval	String	False	No	Specifies how frequently the user receives summary email notifications (such as daily, weekly), configured via system settings.

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UserTasks

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the user task record within the system.
Name	String	False	No	Descriptive name of the task, typically identifying its purpose or action required.
Status	String	True	No	Current status of the task, such as Open, In Progress, or Completed, based on lifecycle progression.
Created By	String	True	No	User ID of the individual who originally created the task.
Created Date	Datetime	True	No	Timestamp indicating when the task was first created in the system.
Last Modified By	String	True	No	User ID of the last person who updated the task record.
Last Modified Date	Datetime	True	No	Timestamp capturing the most recent modification made to the task.
Assigned To	String	False	No	User ID of the person currently assigned responsibility for completing the task.
Due Date	Date	False	No	The target date by which the task should be completed to meet operational timelines.
First Assigned Date	Datetime	True	No	The initial date and time when the task was first assigned to a user.
Last Assigned Date	Datetime	True	No	The most recent date and time when the task was reassigned or reassigned to the current user.
Completion Date	Datetime	False	No	The actual date and time when the task was marked as completed in the system.
Complete	Bool	False	No	Indicates whether the task has been completed (true) or is still pending (false).
Assigned	Bool	True	No	Indicates whether the task is currently assigned to a user (true) or remains unassigned (false).
Description	String	False	No	Detailed narrative or contextual information about the task's purpose or content.
Lifecycle	String	True	No	The name of the lifecycle associated with the task, defining its phase-based progression.
Lifecycle State	String	True	No	The current state of the task within its lifecycle, such as Draft, Under Review, or Approved.
Priority	Decimal	False	No	System-defined priority score or level used to rank the urgency of the task.
Global ID	String	True	No	A system-generated globally unique identifier used to track the task across integrated environments.
Link	String	False	No	System-generated link or URL reference for direct access to the task in the user interface.

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UserTerritories

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique system-generated identifier for the user-territory association record.
Global ID	String	True	No	Universally unique identifier (UUID) for the record, used for cross-system integration or deduplication.
Link	String	False	No	System-managed hyperlink reference to the full record in Vault, often used for navigation or API access.
Name	String	True	No	Display name of the user-territory association; typically a combination of user and territory values.
Status	String	False	No	Indicates the current lifecycle state of the record, such as Active, Inactive, or Pending.
Created By	String	True	No	Username or system identifier of the user who created the record in Vault.
Created Date	Datetime	True	No	Date and time when the record was initially created in the system.
Last Modified By	String	True	No	Username or system identifier of the user who last modified the record.
Last Modified Date	Datetime	True	No	Date and time of the most recent update made to the record.
External ID	String	False	No	Custom external identifier used to match records from third-party systems or legacy data sources.
Territory	String	False	No	Reference to the specific sales territory assigned to the user in the Customer Relationship Management (CRM) model.
User	String	False	No	Reference to the Vault user who is associated with the given territory.
Legacy CRM Id	String	False	No	Identifier used in a legacy CRM system to map historical user-territory assignments.

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VDSSettings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the VDS settings record within the system.
Global ID	String	True	No	System-generated global identifier used for cross-environment reference and integration.
Link	String	False	No	System-generated link used to access the VDS settings record in the Vault UI.
Name	String	False	No	Descriptive name assigned to the VDS settings configuration by the user or system administrator.
Status	String	False	No	Current status of the VDS settings record, such as Active or Inactive, indicating whether the configuration is in use.
Created By	String	True	No	Username or identifier of the user who initially created this VDS settings record.
Created Date	Datetime	True	No	Timestamp representing when the VDS settings record was first created in the system.
Last Modified By	String	True	No	Username or identifier of the user who last updated the VDS settings record.
Last Modified Date	Datetime	True	No	Timestamp showing the most recent modification date of the VDS settings record.
Nitro_Confirm_Sync	Bool	False	No	Indicates whether synchronization with the Nitro data lake has been explicitly confirmed for this configuration.
VDS Profile	Decimal	False	No	Identifier linking to the associated VDS profile, which defines data synchronization and transformation rules.
Setup Owner ID	String	False	No	Reference to the user or group who owns or is responsible for this VDS setup configuration.
Security Profile	String	False	No	Identifier of the security profile applied to this VDS configuration, determining data access and visibility rules.
Legacy CRM Id	String	False	No	Legacy identifier from a previously used Customer Relationship Management (CRM) system, retained for backward compatibility and reference.
Application Profile	String	False	No	Name or identifier of the application profile associated with this VDS setup, defining application-level behavior and access.

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VeevaAnalyticsProcesses

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the analytics process record within the Veeva Vault system.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the process across all Veeva Vault environments.
Link	String	False	No	System-generated hyperlink reference to the analytics process record within the Vault interface.
Veeva Analytics Process Name	String	False	No	Name assigned to the Veeva Analytics process, used to identify it in reports and dashboards.
Status	String	False	No	Current lifecycle status of the analytics process, such as Active, Inactive, or Archived.
Created By	String	True	No	Username or identifier of the user who initially created the analytics process record.
Created Date	Datetime	True	No	Timestamp indicating when the analytics process record was originally created in the system.
Last Modified By	String	True	No	Username or identifier of the user who last modified the analytics process record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent update made to the analytics process record.
Last Successful Sync	Datetime	False	No	Date and time when the most recent data synchronization operation for this analytics process completed successfully.
Last Sync Row Count	Decimal	False	No	Total number of rows synchronized during the most recent successful sync operation.
Object Name	String	False	No	Name of the Veeva Vault object (such as document, user, product) targeted by this analytics process.
Sync In Progress	Bool	False	No	Boolean value indicating whether a data sync operation is currently running for this analytics process.
Veeva Row Count	Decimal	False	No	Total number of rows available in Veeva Vault for the specified object at the time of the last sync.
Owner	String	False	No	Reference to the user or group designated as the owner of the analytics process configuration.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to map or reference this analytics process, if applicable.

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VeevaContents

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the content record in the Vault system. This is used internally for reference and data management.
Veeva Content Type	String	True	No	Specifies the Veeva object type associated with the content, such as document, presentation, or email template. This helps categorize the content for system workflows.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the content across Vault environments and integrations.
Link	String	False	No	System-generated hyperlink to directly access the content within the Veeva Vault interface.
Veeva Content Name	String	False	No	The official name or title assigned to the content item. This is typically shown in user-facing interfaces and reports.
Status	String	False	No	Indicates the lifecycle status of the content, such as Draft, Approved, or Obsolete. Drives workflow behavior and user permissions.
Created By	String	True	No	Username or ID of the user who originally created the content record in Vault.
Created Date	Datetime	True	No	Timestamp indicating when the content record was initially created in Vault.
Last Modified By	String	True	No	Username or ID of the last user who updated or modified the content record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the content record.
Allow Source Download	Bool	False	No	Indicates whether users are permitted to download the source file associated with the content. True enables download access.
Content Status	String	False	No	Additional status metadata used to reflect internal review stages or distribution readiness of the content.
Description	String	False	No	Free-text field that provides a detailed description or summary of the content's purpose, usage, or regulatory significance.
Display Name	String	False	No	The user-friendly name displayed in Vault applications and dashboards for easy recognition by business users.
Publish for Approved Email	Bool	False	No	Boolean flag indicating whether the content is approved and available for use in Veeva Approved Email communications.
Status Details	String	False	No	Additional context or narrative about the content's current status, often used to describe exceptions or workflow blockers.
Legacy CRM Id	String	False	No	Identifier from a legacy Customer Relationship Management (CRM) system linked to this content, supporting data migration or back-reference from CRM integrations.
Detail Group	String	False	No	Business grouping or category used to classify the content, often aligned with therapeutic area, product focus, or sales detail type.
Product	String	False	No	Product or brand associated with the content. This is used for alignment with marketing or promotional activities.
Owner	String	False	No	Vault ID of the user, role, or group that owns the content and is responsible for its lifecycle and compliance.
Language	String	False	No	Language in which the content is written or intended for use, supporting localization and multilingual deployments.
Dynamic Content Vault Doc ID	String	False	No	Document ID in Vault used for referencing dynamic content that can be programmatically assembled or personalized.
Dynamic Content Vault Instance ID	String	False	No	Vault Instance ID where the dynamic content document is stored. This is useful in multi-instance environments.
Expiration Date	Date	False	No	The date after which the content is considered expired and can no longer be valid for use or distribution.
Publish for Distribution	Bool	False	No	Indicates whether the content is flagged for publishing to external channels or repositories for broader distribution.
Account	String	False	No	Specifies the associated account, such as Healthcare Professional (HCP) or organization, linked to the content, typically in a CRM-integrated context.

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VeevaDistributions

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the distribution record, used as the primary key within the table.
Veeva Distribution Type	String	True	No	Specifies the object type classification of the distribution within Veeva Vault, such as document or media asset.
Global ID	String	True	No	System-generated identifier that remains globally unique across environments and Vaults.
Link	String	False	No	Direct Vault system link to access the specific distribution record.
Veeva Distribution Name	String	True	No	User-friendly display name assigned to the distribution entry, typically used for searching and labeling.
Status	String	False	No	Current workflow status of the distribution, indicating whether it is in draft, approved, or another state.
Created By	String	True	No	User or system account that created the distribution record.
Created Date	Datetime	True	No	Timestamp representing when the distribution record was originally created.
Last Modified By	String	True	No	User or system account that last updated the distribution entry.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update to the distribution record.
CDN Path	String	False	No	File path or URL location of the distributed content on the Content Delivery Network (CDN).
CDN Status	String	False	No	Status of the content within the CDN, such as uploaded, active, or failed.
External Id	String	False	No	Identifier used to link this distribution record with an external system or third-party platform.
File Extension	String	False	No	Extension of the file associated with the distribution (for example, pdf, mp4), indicating file format.
File Name	String	False	No	Name of the file distributed, including the base name without path information.
File Size	Decimal	False	No	Size of the distributed file in bytes or megabytes, depending on system configuration.
File Type	String	False	No	Categorization of the file format (for example, image, video, document) used to determine handling logic.
Last Processed Date	Datetime	False	No	The most recent date and time the distribution was processed by the system.
Last Published File	String	False	No	File name of the most recently published version of the content within this distribution.
Last Published Version	String	False	No	Version number or label of the most recently published file in the distribution.
Processing Status	String	False	No	Indicates whether the distribution is pending, processing, completed, or failed.
Status Details	String	False	No	Detailed message or log output related to the current processing status, including errors or warnings.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to map historical distributions.
Distribution Channel	String	False	No	Designated delivery method for the distribution, such as email, portal, or mobile application.
Veeva Content	String	False	No	Reference to the underlying Veeva Vault content associated with this distribution entry.
Owner	String	False	No	Identifier of the user, group, or system assigned ownership of the distribution record.
Allow Source Download	Bool	True	No	Indicates whether recipients are permitted to download the original source file from the distribution.
Content Status	String	True	No	Workflow or approval status of the content within the distribution, such as approved or expired.
Related Object Name	String	False	No	Name of the object (for example, product, campaign) related to this distribution, enabling contextual linking.
Related Object Record ID	String	False	No	Record ID of the associated object, used for establishing data relationships across Vault objects.
Related Attachment ID	String	False	No	Reference to the attachment file that is linked to the distribution, often stored in a separate attachment object.

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VeevaMessages

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the Veeva message record.
Global ID	String	True	No	Globally unique system identifier used across Vault instances to track the message record.
Link	String	False	No	Direct system-generated URL linking to the detailed view of the message in the Vault UI.
Message Name	String	False	No	User-defined or system-generated name that identifies the message content.
Status	String	False	No	Current lifecycle status of the message, such as Draft, Active, or Inactive.
Created By	String	True	No	Identifier of the user who originally created the message record in the system.
Created Date	Datetime	True	No	Timestamp indicating when the message was first created in the Vault.
Last Modified By	String	True	No	Identifier of the user who last modified the message record.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update to the message.
Active	Bool	False	No	Boolean flag that indicates whether the message is currently active and visible to users.
Category	String	False	No	Classification or grouping of the message, often used to differentiate message types or business purposes.
Description	String	False	No	Detailed narrative or explanation of the message content or purpose, as entered by the user.
External ID	String	False	No	External system reference identifier, allowing integration with outside platforms or legacy systems.
Text	String	False	No	The actual content or body of the message intended for display or communication purposes.
Type	String	False	No	The functional classification of the message, such as notification, alert, or guidance text.
Owner	String	False	No	User or group identifier responsible for managing or maintaining the message.
User Language	String	False	No	Preferred language of the user for whom the message is intended, based on Vault language settings.
Legacy CRM Id	String	False	No	Identifier used in older or integrated Customer Relationship Management (CRM) systems to reference this message record.
Message Language	String	False	No	Language in which the message content is written, aligning with localization requirements.
User Language Code	String	True	No	Standardized language code (such as EN, FR, ES) associated with the user's language preference.

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VeevaSettings

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the Veeva Vault setting record.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across all Vaults.
Link	String	False	No	System-managed URL link to directly access this settings record in the Vault interface.
Name	String	False	No	User-defined name of the setting configuration record.
Status	String	False	No	Current lifecycle state of the configuration setting, such as Active or Inactive.
Created By	String	True	No	Username or user ID of the individual who initially created the setting record.
Created Date	Datetime	True	No	Timestamp indicating when the setting was first created in the Vault system.
Last Modified By	String	True	No	Username or user ID of the user who last updated the setting record.
Last Modified Date	Datetime	True	No	Date and time when the setting was most recently modified.
ACCOUNT_HIERARCHY_PAGE	String	False	No	Reference to the Vault page or layout used to visualize account hierarchy structures.
ACCOUNT_LIST_COLS	String	False	No	Comma-separated list of fields displayed in the account list view (for example, name, address, status).
ACCOUNT_MOBILE_SOQL	String	False	No	SOQL (Salesforce Object Query Language) query string used to fetch account data for mobile clients.
ACCOUNT_RECORD_TYPE_ICON_MAP	String	False	No	Mapping of account record types to icon images for UI display purposes. Format: record_type_name:icon_url.
Account Preview during Creation	Decimal	False	No	Flag or numeric value indicating whether a preview pane is shown when creating new accounts.
ACTIVITY_SYNC_PROCESS_LIFE_TIME	Decimal	False	No	Duration in hours that completed activity sync processes are retained before cleanup.
Advanced Attendee Management	Decimal	False	No	Enables enhanced attendee handling features such as bulk imports or external attendee validation.
Advanced Search	Bool	False	No	True if the Vault instance supports advanced search capabilities including filters, wildcards, or multi-entity searches.
AFFILIATION_VOD__C_MOBILE_SOQL	String	False	No	SOQL query used on mobile devices to retrieve Affiliation_vod__c records, tailored for mobile performance.
AFFILIATION_VOD__C_WHERE_CLAUSE	String	False	No	WHERE clause conditions applied to Affiliation_vod__c records to filter mobile data sets.
Allowed Call RecordTypes	String	False	No	Comma-separated list of call record types permitted in the current configuration (for example, detail_call, group_call, remote_call).
ANALYTIC_ACCOUNT_CAP	Decimal	False	No	Maximum number of accounts that analytic tools can process simultaneously within Vault constraints.
ATL_LAST_UPDATE_TRACKING	Bool	False	No	True if the Vault tracks and stores timestamps of the last updates to Account Territory Locator (ATL) records.
ATTEMPT_REFRESH_IF_OLDER_HOURS	Decimal	False	No	Number of hours after which a data refresh attempt is triggered if the existing data is considered stale.
ATTEMPT_REFRESH_REMINDER_DELAY	Decimal	False	No	Time delay in hours before prompting a reminder to refresh if data is outdated.
AUTO_ADD_UNASSIGNED	Bool	False	No	True if unassigned records (such as tasks or accounts) are automatically added to a user or default group.
AUTO_SYNC	Decimal	False	No	Flag or setting that determines if Vault auto-syncs data with external systems based on a specified frequency.
Account Plan Object Hierarchy	String	False	No	Definition of object relationships that form the hierarchy in account planning, such as parent-child account structures.
Account Plan Sharing	Decimal	False	No	Enables or disables sharing of account plans across users or teams, typically a binary flag.
Account_REGEX	String	False	No	Regular expression pattern used to validate account names, IDs, or other string-based fields.
Address_vod_REGEX	String	False	No	Regular expression pattern used to validate address fields within Veeva Customer Relationship Management (CRM) to ensure proper formatting and data integrity.
Bulk Call Objective Creation	Decimal	False	No	Flag that enables or disables the bulk creation of call objectives, typically used for streamlining call planning processes for multiple users.
Business Account Attendee Mode	Decimal	False	No	Defines the behavior for handling attendees from business accounts in call records, influencing visibility and reporting logic.
CACHE_TIMEOUT	Decimal	False	No	Specifies the duration, in minutes, before cached data expires and must be refreshed from the server.
CALC_CYCLE_PLANS_ACTUAL	String	False	No	Determines the field or rule used to calculate actual performance against the cycle plan metrics for reporting purposes.
CALC_CYCLE_PLANS_REALTIME	Bool	False	No	Indicates whether cycle plan calculations are executed in real time, providing up-to-date analytics but potentially impacting performance.
CALC_CYCLE_PLANS_SCHEDULED	String	False	No	Indicates whether cycle plan calculations are executed on a predefined schedule, allowing for background processing and system efficiency.
CALL2_HEADER_FIELDS	String	False	No	Comma-separated list of fields displayed in the header section of the Call2 page layout, used to customize the call record view.
CALLS_PER_DAY_MENU	String	False	No	Specifies the list of options presented in the calls-per-day dropdown, typically used to set user targets or performance benchmarks.
CALL_ARCHIVE_USER	String	False	No	Username associated with the archiving of call data, typically a system user responsible for data retention or cleanup.
Call Backdate Limit	Decimal	False	No	Defines the maximum number of days in the past a call can be backdated, enforcing data accuracy and audit compliance.
CALL_CHILD_WHERE	String	False	No	SQL-like condition that filters child records related to a call, often used to limit displayed data in call-related subpanels.
CALL_FUTURE_IN_DAYS	Decimal	False	No	Specifies how many days into the future users are allowed to schedule calls, useful for managing planning boundaries.
CALL_HEADER_WHERE	String	False	No	SQL-like filter applied to the call header data set, often used to refine the records shown in custom dashboards or views.
CALL_HISTORY_IN_DAYS	Decimal	False	No	Specifies how many past days of call history are visible or available in reports and user dashboards.
CALL_OBJECTIVES_ALERT_THRESHOLD_DAYS	Decimal	False	No	Number of days before a call objective's due date when an alert should be triggered to prompt user action.
Call Objective Reminder Days	Decimal	False	No	Defines the reminder interval, in days, prior to a call objective's deadline, used to prompt timely completion.
Call Submission Monthly Window	String	False	No	Specifies the allowable date range for submitting calls within a given month, used for period-based compliance.
CAPPED_CALL_HISTORY_IN_DAYS	Decimal	False	No	Maximum limit on the number of historical days retained for call records, typically for performance and storage optimization.
CLM Enable Auto Launch	Bool	False	No	Enables automatic launch of CLM content when entering a call, streamlining presentation delivery for field users.
CLM Exit Confirmation	Bool	False	No	Prompts users with a confirmation dialog when exiting CLM content to prevent accidental closures during a call.
CLM Highlighter Pen	Bool	False	No	Enables or disables the highlighter tool in CLM presentations, allowing users to annotate slides during discussions.
CLM_NAV_BAR_HIDE_CONTENT	Bool	False	No	If enabled, hides the navigation bar content section in CLM, often used to simplify the interface during presentations.
CLM Presentation Grouping	String	False	No	Defines grouping logic or field used to organize CLM presentations, facilitating quicker access and content sorting.
CLM_Select_Account_Preview_Mode	Bool	False	No	Allows users to preview CLM presentations in the context of a selected account, supporting content personalization.
CLM_VIDEO_AUTOPLAY	Bool	False	No	Automatically starts video playback when CLM content is launched, enhancing user engagement during presentations.
COMPANY_FIELDS_FOR_PRINT	String	False	No	Comma-separated list of company-related fields included when printing documents or reports from Vault.
Content Acknowledgement Template	String	False	No	Template used for content acknowledgment messages, typically shown to users when accepting content usage terms.
Content Alert Duration	Decimal	False	No	Number of days a content alert message remains active, controlling how long users see notifications in the UI.
Contract Disclaimer	String	False	No	Text shown as a disclaimer on contract-related documents or pages, used to communicate legal or compliance terms.
CYCLE_PLAN_NO_DATA_DISPLAY	Bool	False	No	Indicates whether to hide the Cycle Plan tab when no data is available, preventing users from seeing an empty interface.
CYCLE_PLAN_TAB_COLS	String	False	No	Defines which columns appear on the Cycle Plan tab, allowing customization of displayed data for users managing field activity plans.
CYCLE_PLAN_TARGET_VOD__C_WHERE_CLAUSE	String	False	No	Specifies the WHERE clause used to filter Cycle Plan target records, enabling dynamic content based on business logic.
CYCLE_PLAN_THRESHOLD	String	False	No	Represents the value threshold used in evaluating Cycle Plan completion or coverage, often used for reporting performance metrics.
CYCLE_PLAN_VOD__C_WHERE_CLAUSE	String	False	No	Provides the WHERE clause applied to Cycle Plan data queries, restricting visible records to meet custom criteria.
Call Schedule Conflict Threshold	Decimal	False	No	Defines the maximum allowable overlap in minutes between two scheduled calls before triggering a conflict warning.
Camera Roll	Decimal	False	No	Sets the numeric identifier or usage toggle related to storing media files in the device's native camera roll.
Client Sync Timeout	Decimal	False	No	Specifies the number of seconds after which a client sync operation will timeout if no server response is received.
MEDIA SYNC CONFIRM	Bool	False	No	Enables a confirmation prompt when users attempt to sync media content, providing an extra layer of user control.
MEDIA SYNC INTERVAL	Decimal	False	No	Determines the interval, in hours or minutes, between automatic media synchronization events.
Data Change Request Mode	Decimal	False	No	Controls the behavior of the Data Change Request feature, such as allowing offline submissions or enforcing validations.
Datetime Pattern Display	String	False	No	Defines the formatting pattern used to display date and time fields throughout the application, following standard date-time syntax.
DCR Alert Message Days	Decimal	False	No	Sets how many days in advance alert messages for data change requests are displayed to the user.
Default Account Profile	Decimal	False	No	Specifies the default profile to apply when creating or viewing account records, ensuring consistent user experience.
Default Attendee Record Type	String	False	No	Identifies the default record type for attendee objects when added to calls or events.
Default Call RecordType	String	False	No	Determines which record type is assigned by default when a new call record is created.
Default KOL Profile	Decimal	False	No	Defines the default profile used when engaging with Key Opinion Leaders (KOLs) in CRM workflows.
DEFAULT	String	False	No	Stores a general-purpose default value used across various Veeva Vault configurations where specific overrides are not provided.
DESTINATION AUTHENTICATION ENDPOINTS	String	False	No	Lists endpoint URLs used for authentication with external systems during data transfers or integrations.
Disable Account Download CSV Excel	Bool	False	No	Prevents users from downloading account data into CSV or Excel formats, often used to restrict local data export.
DISABLE_ALL_ACCOUNTS	Bool	False	No	If enabled, disables access or visibility to all accounts within the application, usually for compliance or maintenance scenarios.
DISABLE_ALL_MARKETS_IN_ANALYTICS	Bool	False	No	Disables analytics breakdown by market, consolidating data into a single view and simplifying cross-region reporting.
Disable Call Location None	Bool	False	No	Removes 'None' as an option from the call location dropdown, ensuring that users always specify a valid location.
DISABLE_FIRST_NAME_REQUIRED	Bool	False	No	If enabled, first name fields on account or user forms are no longer mandatory, allowing incomplete name entries.
DISABLE_HIERARCHY_AUTOCREATE	Bool	False	No	Disables the automatic creation of hierarchical relationships between accounts or territories, requiring manual configuration instead.
Disable Map Entry Points	String	False	No	Lists the map entry point options that should be hidden or disabled in the user interface, limiting navigation choices.
DISABLE_MASS_UPDATE	Bool	False	No	Disables the mass update feature, which allows users to edit multiple records simultaneously, reducing risk of bulk errors.
DISABLE_MI_SIGN_BUTTON	Bool	False	No	Removes or disables the signature button for Medical Information (MI) interactions, preventing digital sign-off workflows.
DISABLE_NEW_CALENDAR	Bool	False	No	Prevents users from accessing the new calendar interface, reverting to the legacy version if available.
DISABLE_PARENT_WIZARD_ACCT_TYPES	String	False	No	Specifies account types that should be excluded from the parent account creation wizard, limiting user selections.
DISABLE RELATED LIST NEW BUTTON	String	False	No	Determines whether the 'New' button is hidden on related lists in the user interface, preventing users from creating new related records directly from related lists.
DISABLE_RM_QUERY	Bool	False	No	Specifies whether to disable Remote Meeting (RM) query functionality, which can be used to fetch or filter meeting-related data.
DISABLE_SAMPLE_RECEIPT_DEFAULT	Bool	False	No	Indicates whether default sample receipt values are suppressed, requiring users to manually confirm receipt entries.
Disable Search Terms	String	False	No	Controls whether search term filters are disabled in lookup and search interfaces, limiting dynamic filtering options.
DISABLE_SEND_LOG_FILES	Bool	False	No	Prevents users or the system from sending log files, which can impact diagnostics and support case resolution.
DISABLE_SIGN_BUTTON	Bool	False	No	Removes or disables the 'Sign' button on screens that involve electronic signature capture, commonly used in compliance workflows.
DISABLE_TOT_WEEKENDS	Bool	False	No	Prevents Time-Off Territory (TOT) scheduling from including weekends, ensuring users only book weekdays.
Disable Validation Rules	Bool	False	No	Disables all configured validation rules for the environment, allowing data to be saved without enforcing validation constraints.
Disclaimer Call Acknowledgement	String	False	No	Displays a disclaimer that users must acknowledge before logging a call, used to confirm user awareness of policies or conditions.
DISCLAIMER_DETAIL_ONLY	String	False	No	Shows disclaimer details only, without requiring user acknowledgment, typically for informational display.
DISCLAIMER_FONT_SIZE	Decimal	False	No	Specifies the font size used to display disclaimers, allowing customization for readability across device types.
DISCLAIMER	String	False	No	Primary disclaimer text displayed in the application, used for compliance, regulatory, or instructional purposes.
DISCLAIMER2	String	False	No	Secondary disclaimer message, often used in conjunction with the primary disclaimer for multilingual or regional compliance.
Default Call Address None	Bool	False	No	If enabled, defaults call address selection to 'None', requiring users to explicitly choose an address for call logging.
Disable Affiliation Autocreate	Bool	False	No	Prevents automatic creation of account affiliations when new relationships are detected, enforcing manual control.
Disable_Call_Download_By_Visibility	Bool	False	No	Restricts the downloading of call data based on user visibility rules, enhancing data access security.
Disable Call Datetime Overwrite	Decimal	False	No	Disallows overwriting of the call datetime field, ensuring call timestamps remain accurate and auditable.
Disable Edit Account Metrics Tab	Bool	False	No	Prevents users from editing fields in the Account Metrics tab, maintaining the integrity of calculated or external metrics.
Disable Rebate Mixing	Bool	False	No	Disables the mixing of rebate types within a single transaction or record, preserving rebate rule compliance.
Disable iRep Autosend	Bool	False	No	Stops automatic sending of iRep content such as CLM presentations, requiring manual submission by users.
EDetail	String	False	No	Configuration or metadata related to electronic detailing (eDetail) activities, often referencing templates or content packages.
ENABLE_ACCOUNT_PARENT_DISPLAY	Bool	False	No	Allows the display of parent account relationships on the account detail page for hierarchical visibility.
Enable Advanced Cycle Plan Scheduling	Bool	False	No	Enables advanced options for scheduling cycle plans, such as rule-based visit frequencies or regional constraints.
ENABLE_BRICK_VINSIGHTS	Bool	False	No	Activates VInsights metrics by geographic brick, allowing performance analytics at a granular regional level.
Enable Calendar Agenda View	Bool	False	No	Enables the 'Agenda' view in the calendar, offering a list-style display of scheduled activities by date.
Enable Calendar Month View	Bool	False	No	Allows users to view scheduled items in a monthly calendar layout.
Enable Calendar Week View	Bool	False	No	Activates a weekly view in the calendar interface, providing better visibility for near-term planning.
ENABLE_CHILD_ACCOUNTS_IN_ANALYTICS	Bool	False	No	Includes child accounts in analytic dashboards and reports, supporting hierarchy-based data analysis.
Child Account info in Account Wizard	Bool	False	No	Displays child account details in the Account Wizard, improving context during account setup or updates.
Enable Custom Relationship Fields	Decimal	False	No	Enables support for additional, custom-defined fields within account or user relationship records.
ENABLE_CYCLE_PLANS_REMAINING	Bool	False	No	Enables the display of remaining cycle plans for a user, allowing tracking of how many planned activities are still available within a cycle.
ENABLE_DUAL_LICENSE_CHECK	Bool	False	No	Activates validation for dual license ownership to ensure compliance with user licensing requirements in regulated environments.
ENABLE_EXPIRATION_FILTER	Bool	False	No	Turns on filtering of items based on expiration dates, helping users prioritize content or samples nearing expiration.
ENABLE_APPLE_CALENDARS	Bool	False	No	Enables integration with Apple Calendar services to allow syncing of call schedules and events with native Apple calendar apps.
ENABLE_FLASH_CHARTS	Bool	False	No	Allows rendering of Flash-based charts within the application interface. This can be deprecated based on browser and device support.
ENABLE_GROUP_FILTERING	Bool	False	No	Enables the filtering of data views based on user groups, supporting group-specific segmentation for reporting or navigation.
ENABLE_INVENTORY_WORKSHEET	Bool	False	No	Activates the inventory worksheet functionality, allowing users to track, adjust, and report on field sample inventory levels.
ENABLE_IPAD_MYSAMPLES	Bool	False	No	Allows users to access MySamples functionality specifically through the iPad interface, optimizing sample management on mobile devices.
ENABLE_LICENSE_EXP_DATE_BYPASS	Bool	False	No	Permits bypassing license expiration date checks in certain workflows, primarily used in testing or during transitional license periods.
ENABLE_LIST_SCHEDULER	Bool	False	No	Enables the List Scheduler tool, allowing users to schedule calls or interactions using predefined customer or HCP lists.
Enable Location Services	Bool	False	No	Turns on location-based features, such as geo-tagging calls and filtering accounts by proximity. Requires device-level location access.
ENABLE_MYSAMPLES_LOGIN	Bool	False	No	Allows access to the MySamples module upon user login, streamlining sample tracking and management as a core workflow.
ENABLE_MYSCHEDULE_CALL_LOCATION	Bool	False	No	Enables location tracking for calls scheduled via MySchedule, capturing the location where the call is executed for audit and reporting.
ENABLE_NEG_SAMPLE_INDICATOR	Bool	False	No	Activates a visual indicator for negative sample balances or violations, alerting users to compliance or inventory discrepancies.
ENABLE_NEW_CALENDAR_ONLINE	Bool	False	No	Enables access to the redesigned online calendar interface for planning and tracking user activities more intuitively.
Enable New iPad Calendar	Bool	False	No	Turns on the updated calendar interface for iPad users, enhancing scheduling usability and visual clarity for field representatives.
ENABLE_OFFLINE_CALL_OBJECTIVES	Bool	False	No	Allows users to view and update call objectives even while offline, ensuring continued productivity during periods of no connectivity.
ENABLE_OFFLINE_VINSIGHTS	Bool	False	No	Enables offline access to Veeva Insights dashboards or reports, allowing analytics visibility without an active internet connection.
ENABLE ORDER APPROVAL	Decimal	False	No	Activates order approval workflows. The decimal value can control thresholds or flags for approval escalation in the ordering process.
ENABLE_PARENT_ACCOUNT_ADDRESS_COPY	Bool	False	No	Allows automatic copying of a parent account's address to a new child account, reducing data entry and ensuring consistency.
ENABLE_PARENT_ACCOUNT_WIZARD	Bool	False	No	Enables a step-by-step wizard for creating or updating parent accounts, streamlining the setup of hierarchical account relationships.
ENABLE PARENT WIZARD OPT ACCT TYPES	String	False	No	Specifies the account types eligible for use with the Parent Account Wizard, listed as a comma-separated string (for example, Healthcare Organization (HCO), Healthcare Professional (HCP), Distributor).
ENABLE_RECEIPT_ACTIVATION	Bool	False	No	Enables the functionality to activate receipt records, typically for sample transactions requiring signed acknowledgments.
ENABLE_REMOTE_INTERACTION_TERMS	Bool	False	No	Turns on enforcement of terms and conditions for remote interactions, ensuring users acknowledge policies before engaging virtually.
ENABLE_SAMPLES_ON_SIGN_SAVE	Bool	False	No	Enables sample records to be submitted upon signature save, streamlining the finalization of sample transactions during call reporting.
ENABLE_SAMPLE_CARD_LICENSE_CHECK	Bool	False	No	Activates license validation for users issuing sample cards, ensuring only authorized users can distribute samples this way.
ENABLE_SAMPLE_DISTRIBUTED_BY_SIG	Bool	False	No	Enables tracking of sample distribution based on digital signatures, improving compliance with sample disbursement regulations.
ENABLE_SAMPLE_LIMIT_MONITOR	Bool	False	No	Indicates whether monitoring of sample limits is enabled to enforce compliance with regulatory or internal policies.
ENABLE_SCHEDULE_MEDICAL_EVENT	Bool	False	No	Determines whether users are permitted to schedule medical events such as meetings or speaker programs within the system.
ENABLE_SPECIALIST_LOOKUP	Bool	False	No	Enables the ability to search for and reference medical specialists when planning engagements or documentation.
ENABLE_TABLET_MYSAMPLES	Bool	False	No	Activates the My Samples interface for tablet users, allowing field personnel to view and manage sample inventories.
ENABLE_TABLET_VINSIGHTS_TAB	Bool	False	No	Controls the visibility of the VInsights tab in the tablet user interface, enabling access to insights and analytics dashboards.
ENABLE_TACTIC_LIST	Bool	False	No	Specifies whether the tactic list is available for strategic planning and execution within marketing or sales workflows.
ENABLE_TRANSFER_WORKSHEET	Bool	False	No	Enables the use of a transfer worksheet to manage sample product transfers between users or accounts.
ENABLE_USER_CALL_SYNC	Bool	False	No	Determines whether call data should be synchronized across users and systems to ensure consistent activity tracking.
ENABLE_VINSIGHTS_FILTERS_CONFIG	Bool	False	No	Enables configuration of filters within VInsights dashboards, allowing customized data segmentation.
ENABLE_VINSIGHTS_PRODUCTS_CONFIG	Bool	False	No	Activates product-level configuration options in VInsights, supporting tailored analytics by product line.
Enhanced Coaching Columns	String	False	No	Comma-separated list of additional columns included in enhanced coaching reports or views (for example values, rating, comment, coach_feedback).
Enhanced Coaching Mode	Decimal	False	No	Specifies the operational mode for enhanced coaching features. Common values represent toggles or threshold levels.
Enable Enhanced Lookups	Decimal	False	No	Indicates whether enhanced lookup capabilities are enabled, such as multi-field search or hierarchical filters.
EVENT_ATTENDEE_VOD__C_WHERE_CLAUSE	String	False	No	Custom WHERE clause used to filter attendees in event queries, typically tailored to organizational business rules.
Event Grid View	Decimal	False	No	Defines the display mode or layout of the event grid view in the user interface. Values typically represent boolean or display types.
EVENT_WHERE_CLAUSE	String	False	No	Custom SQL WHERE clause applied when querying events, enabling tailored data filtering for reporting or integrations.
EXTERNAL_ID	String	False	No	Represents a unique external identifier for the setting, often used to map to external systems or integrations.
Enable_Account_Metric_Detail_Filter	Bool	False	No	Determines whether users can apply detailed filters to account metrics, allowing more granular analysis.
Enable Child Account	Bool	False	No	Indicates whether child account relationships are supported and can be displayed or used in reporting hierarchies.
Enable_Copy_To_Call_Cycle_Button	Bool	False	No	Enables the 'Copy to Call Cycle' button, allowing users to duplicate call cycle templates or entries.
Enable Country Dimension	Decimal	False	No	Activates the country dimension in reporting or configuration, allowing segmentation by geographical region.
Enable Flash Sphere	Bool	False	No	Controls whether the Flash Sphere visualization tool is available for interactive exploration of data points.
Enable_Group_Call_Attendee_Display	Bool	False	No	Determines whether attendee information for group calls is displayed, enhancing transparency in call reporting.
Enable SSO	Bool	False	No	Determines whether Single Sign-On (SSO) is enabled for authentication across integrated systems within Veeva Vault.
Enable_Sample_Receipt_Grouping	Bool	False	No	Indicates whether sample receipts should be grouped together for easier tracking and reconciliation in inventory records.
Enable Samples On Save	Bool	False	No	Specifies whether sample records should be immediately created and saved when an activity is logged.
Enable_Signature_Graphic_Picklist	Bool	False	No	Controls the display of a graphic picklist allowing users to choose predefined signature images during sample transactions.
Enable Simple Hierarchy	Bool	False	No	Enables the use of a simplified account or territory hierarchy, reducing complexity for users managing relationships.
Enable Simple Rebate Addition	Bool	False	No	Allows users to quickly add rebate data with fewer required fields or steps, streamlining rebate entry.
Enable User Assigned Territory	Bool	False	No	Indicates whether users can be manually assigned to specific sales territories rather than relying on automated rules.
FORGOT_PASSWORD_URL	String	False	No	Specifies the custom URL users are redirected to when they initiate a 'Forgot Password' action from the login screen.
GO_ONLINE_URL_REDIRECT	String	False	No	Defines the URL to redirect users when switching from offline to online mode within Veeva applications.
HOME_ALERTS_DISPLAY_ROWS	Decimal	False	No	Sets the maximum number of alert messages to display in the user's home dashboard.
HTML_LIST	String	False	No	Stores a list of HTML-formatted strings or snippets used for display in forms or templates.
HTML_TEMPLATE	String	False	No	Contains a full HTML template used for rendering documents, emails, or UI content within Vault.
Continuous Inventory Monitoring	Decimal	False	No	Enables continuous inventory tracking mode and defines the configuration level for real-time inventory monitoring processes.
IM_INVENTORY_LINE_COLUMN_WIDTH	String	False	No	Specifies the column width settings for inventory line items in the inventory monitoring interface.
Inventory Monitoring Touch Entry Mode	Decimal	False	No	Controls how inventory data is entered on touch devices, such as enabling numeric keypads or grid entry.
INCREMENTAL_CALLS_SYNC_DELAY_MINUTES	Decimal	False	No	Defines the delay in minutes between each incremental call data sync from the device to the server.
iPad Maximum Samples	Decimal	False	No	Limits the number of samples that can be recorded or distributed using an iPad device.
JDNET_DETAIL_COLS	String	False	No	Specifies the columns displayed in the JDNET detail section, formatted as a comma-separated list of column identifiers.
JDNET_DETAIL_SUMMARY_COLS	String	False	No	Lists the columns included in the JDNET summary view, used for summarizing JDNET-related call or transaction data.
KAM_ENABLE	Decimal	False	No	Enables Key Account Management (KAM) features, providing additional functionality for managing high-value clients.
KMI Restricted Words Veeva Messages	String	False	No	Specifies a list of restricted words or terms that trigger warnings or rejections in Veeva Messages to ensure compliance.
Kit_Components_Fixed	Bool	False	No	Indicates whether the components in a sample kit are fixed or configurable at the time of kit creation.
Last Inventory Monitoring Type	String	False	No	Records the type of inventory monitoring most recently used, such as periodic or continuous.
Last Address Run	Datetime	False	No	Captures the date and time of the most recent address validation or geocoding operation performed in Vault.
MAIL_TO_CALL_3_PARAMS	String	False	No	Contains a comma-separated list of parameters used when creating a call record from a 'mailto' link with three inputs.
MAIL_TO_EVENT_4_PARAMS	String	False	No	Stores the comma-separated parameter list used to create an event record from a 'mailto' link with four inputs.
MAXIMUM_SAMPLES	Decimal	False	No	Specifies the upper limit for the number of samples that a user can distribute or manage during a single transaction.
Max Accounts iPad	Decimal	False	No	Sets the maximum number of account records that can be loaded or displayed on an iPad device at one time.
MAX_ACCOUNTS	Decimal	False	No	Defines the overall maximum number of accounts a user can access or manage within the Veeva environment.
MAX_ACCT_THRESHOLD	Decimal	False	No	Establishes a threshold value for account limits that can trigger alerts, warnings, or performance optimizations.
MAX_ATTACH_SIZE	Decimal	False	No	Specifies the maximum allowed file size, in megabytes, for attachments uploaded to the Vault platform.
MAX_CALL_AGE	Decimal	False	No	Defines the maximum age, in days, of a call record that can be considered for reporting or user visibility.
MAX_SAMPLE_LINES	Decimal	False	No	Indicates the maximum number of sample product lines that can be included in a single sample transaction.
Medical Insights Columns	String	False	No	Comma-separated list of field names that are available for display in the Medical Insights user interface. Each field is referenced by its internal name.
Medical Insights Restricted Words	Bool	False	No	Determines whether restricted words are filtered out of user-submitted content in the Medical Insights module.
MESSAGE_VOD__C_WHERE_CLAUSE	String	False	No	Custom SQL WHERE clause used to filter Veeva Messages (MESSAGE_VOD__C) records for targeted data retrieval or display logic.
MOBILE_DESCRIBES	String	False	No	Comma-separated list of object names or fields enabled for descriptive use within the mobile interface, used for context-sensitive labeling.
MSG_HOME_TERR_DELTA_NUM_DAYS	Decimal	False	No	Defines how many days in the past to compare changes in home territory data for alerting or refresh purposes.
Multichannel Activity Alert Duration	Decimal	False	No	Specifies the number of days a multichannel activity remains active before an alert is triggered to the user.
MULTI_PROD_USER_DEFINED_PRESENTATION	Bool	False	No	Indicates whether users are allowed to define their own presentations that contain multiple products within CLM or Approved Email.
MY_DOMAIN	String	False	No	Stores the custom domain used for the organization's Vault environment, typically required for SSO and branding purposes.
MY_SAMPLES_LAYOUT_EDIT	String	False	No	Specifies the layout configuration to be used when editing sample transactions from the My Samples interface.
MY_SAMPLES_LAYOUT_VIEW	String	False	No	Specifies the layout configuration used for viewing sample transactions in read-only mode in the My Samples interface.
Medical Inquiry Fulfillment Default	String	False	No	Defines the default method of fulfillment—such as digital, print, or manual—for submitted medical inquiries.
MultiselectLimitEnforced	Bool	False	No	Indicates whether a limit is enforced on multiselect picklists to restrict the number of selectable values.
NEW_ACCOUNT_WIZARD	Bool	False	No	Enables or disables the guided wizard interface for creating new accounts in the CRM application.
NEW_ACCOUNT_TYPES_DISABLE_LICENSE_INFO	String	False	No	Comma-separated list of account record types for which license information is hidden or disabled during account creation.
NIGHTLY_REFRESH_INTERVAL	Decimal	False	No	Specifies the interval, in hours, at which nightly data refresh jobs should be executed.
Number Delivery Dates	Decimal	False	No	Defines the maximum number of delivery date entries that can be scheduled per order or shipment.
Call Objective Call RecordType	String	False	No	Identifies the specific RecordType to be used when creating a call objective, used to control layout and workflow behavior.
OBJECT_LIST	String	False	No	Comma-separated list of object API names used to restrict or filter functionalities such as search, reporting, or access controls.
OM Delivery Split Mode	Decimal	False	No	Determines how deliveries are split when fulfilling orders with multiple products, such as by quantity or by shipment schedule.
OM Disable Quantity Split Rollup	Decimal	False	No	Indicates whether quantity rollup should be disabled when order lines are split across deliveries.
OM Enabled Enhanced Bundle Packs	Decimal	False	No	Enables support for advanced product bundling features in the Order Management module, allowing predefined groups of products to be treated as a single unit.
OM_ORDER_LINE_COLUMN_WIDTH	String	False	No	Specifies the default column width settings for the order line grid, formatted as a comma-separated string of pixel values for each column.
OM Print Blocked Fields	String	False	No	Comma-separated list of field API names that should be excluded from print outputs in Order Management workflows.
ORDER DISCLAIMER	String	False	No	Defines the default legal or compliance disclaimer text to be displayed during order submission workflows.
Order Submit Mode	Decimal	False	No	Controls how orders are submitted, such as immediate commit, queued for processing, or sent for approval.
Order Touch Entry Mode	Decimal	False	No	Specifies the entry mode for capturing order quantities on touch-based devices, such as keypad or slider input.
Online_Tab_URL	String	False	No	Provides the full URL for the online tab, typically used to embed external content or dashboards within Vault CRM.
Order Management2	Bool	False	No	Indicates whether the enhanced Order Management 2.0 functionality is enabled, allowing advanced tracking and fulfillment workflows for product orders.
PermissionSet Support	Bool	False	No	Specifies whether support for Permission Set configurations is active, enabling granular access control based on user role definitions.
Photo Quality	Decimal	False	No	Defines the compression or resolution level for photos captured and stored in the system, typically used for capturing field visit images.
POSITION_DISCLAIMER_ABOVE_SIGNATURE	Bool	False	No	Determines whether a legal or compliance disclaimer should be displayed above the signature area in digital forms or call reports.
Prevent TOT Overlap	Decimal	False	No	Sets the threshold to prevent overlapping Time-Off Territory (TOT) periods, ensuring valid scheduling and non-conflicting absence records.
Prevent TOT Weekend	Decimal	False	No	Specifies whether TOT entries that fall on weekends should be automatically restricted or flagged for review.
PRODUCT_0_IS_NOT_ALLOWED_FOR_ACCOUNT_1	String	False	No	Custom validation rule message template stating that a specific product (PRODUCT_0) cannot be associated with a particular account (ACCOUNT_1).
PaperDetail	String	False	No	Stores configuration or template information for generating printed detail pieces, often used in sales rep materials.
Payment Priority BottomToTop	Bool	False	No	Controls the order in which payment lines are processed or displayed, with true indicating that priority is evaluated from bottom to top.
Payment Values	String	False	No	Comma-separated list of allowed or default values used in payment configuration or validation rules.
Product_Detail_Discussion_Default	Decimal	False	No	Sets the default behavior or visibility threshold for product detail discussions, impacting how detail topics are pre-selected during calls.
RECEIPT_TEMPLATE	String	False	No	Name or path of the receipt template used for generating acknowledgments of signature capture or sample delivery.
REMOVE_FROM_TERRITORY_DCR_ACCT_TYPES	String	False	No	Comma-separated list of account types that should be excluded from a user's territory during Data Change Requests (DCR) processing.
REQUIRED_JIT_TIMEOUT	Decimal	False	No	Timeout duration (in seconds) for Just-In-Time (JIT) operations, such as loading on-demand configuration or metadata.
Require Call Channel	Bool	False	No	Indicates whether specifying a call channel is mandatory when logging a call activity or interaction in the system.
REQUIRE_REFRESH_IF_OLDER_HOURS	Decimal	False	No	Defines the age (in hours) after which cached data should be considered stale and refreshed automatically.
Require Medical Discussions	Decimal	False	No	Specifies the minimum number of required medical discussion topics that must be included in a call report or detailing activity.
Restricted Call Channels	String	False	No	Comma-separated list of call channels that are restricted from use in certain business scenarios or account types.
RETURN TO CLM AFTER SIGN	Bool	False	No	If enabled, the system automatically returns the user to Closed Loop Marketing (CLM) presentation after capturing a signature.
ROW_COUNTS	String	False	No	Specifies display options or thresholds for showing row counts in list views, reports, or dashboard components.
Rebate In Level Addition	Decimal	False	No	Defines whether rebate values should be included in the calculation of level-based thresholds, such as for performance tiers or pricing.
Record Type Sort Behavior	Decimal	False	No	Determines the sort order behavior for record types within dropdowns or UI components, impacting user interface presentation.
Restrictive Address Selector	Bool	False	No	If enabled, limits the selectable addresses in address pickers to those meeting specific eligibility or validation criteria.
SAMPLE_CARD_REG_EXPRESS	String	False	No	Regular expression pattern used to validate or format entries on sample request cards for compliance and consistency.
Sample Lot Expiration Warning Threshold	Decimal	False	No	Threshold value (in days) to trigger a warning when a sample lot is nearing its expiration date.
Sample Lot Quantity Warning Threshold	Decimal	False	No	Defines the quantity limit at which a warning is issued to prevent over-dispensing of samples from a single lot.
SAMPLE_SEND_CARD_REG_EXPRESS	String	False	No	Regular expression used for formatting or validating sample send card entries, ensuring standardized data entry.
SCHEDULER_CONFIGURE_DISPLAY	String	False	No	Defines configuration options for displaying the scheduler interface, such as layout preferences or enabled modules.
SCHEDULER_FILTER	String	False	No	Filter criteria or rules applied to restrict the set of records visible in the scheduling interface.
SIDEBAR_ORDER	String	False	No	Comma-separated list determining the order of items in the sidebar UI, allowing customization of navigation structure.
Survey Alert Threshold	Decimal	False	No	Specifies the numeric threshold that determines when a survey response triggers an alert notification, used to monitor critical feedback.
Sync Configuration Mode	Decimal	False	No	Indicates the configuration mode used for synchronization settings, controlling how data is synced between devices and the Vault.
SYNC_DELETE_REFRESH_MODE_vod	String	False	No	Defines the mode used for handling delete and refresh operations during data synchronization, specific to Veeva CRM offline processes.
SYNC_DELETE_REFRESH_OBJECTS_vod	String	False	No	Lists the CRM objects affected by delete and refresh sync operations, separated by commas (for example, account, activity, product).
SYNC_WARN_INTERVAL	Decimal	False	No	Specifies the time interval (in hours or minutes) at which the system issues sync warnings if a user has not synced recently.
Sample Management Product Types	String	False	No	Comma-separated list of product type identifiers used for managing sample distribution activities (for example, tablet, injection, device).
Short_Account_Level	Decimal	False	No	Defines the number of account hierarchy levels to retrieve in 'short' account views to limit data volume for mobile syncs.
Short_Account_Mobile_SOQL	String	False	No	Contains the SOQL query used to filter account records for short-form mobile display, enhancing performance and usability.
Short_Address_Mobile_SOQL	String	False	No	Contains the SOQL query used to filter address records for short-form mobile presentation, often to optimize address list loading.
Short_OBJECT_LIST_Metadata_Only	String	False	No	Specifies whether only metadata should be returned for object lists used in short-form mobile views. Values can include true,false.
Survey Publish Apex	String	False	No	Identifies the Apex class or method triggered when a survey is published, enabling custom logic execution during deployment.
TABLET_LINK_1	String	False	No	Specifies the URL or deep link for the first custom navigation link shown on tablet devices.
TABLET_LINK_2	String	False	No	Specifies the URL or deep link for the second custom navigation link shown on tablet devices.
TABLET_LINK_3	String	False	No	Specifies the URL or deep link for the third custom navigation link shown on tablet devices.
TABLET_LINK_4	String	False	No	Specifies the URL or deep link for the fourth custom navigation link shown on tablet devices.
TABLET_LINK_5	String	False	No	Specifies the URL or deep link for the fifth custom navigation link shown on tablet devices.
TABLET_OBJECT_EXCLUDE_LIST	String	False	No	Comma-separated list of object API names that are excluded from being displayed or synced to tablet devices (for example, call2_vod, inventory_vod).
TAB_NAV_DISPLAY	String	False	No	Controls the display style and order of navigation tabs on tablet devices, based on a layout configuration string.
Territory Link on Account	Bool	False	No	Indicates whether a direct link to the associated territory should be displayed on the Account detail page.
TERRITORY_WHERE_CLAUSE	String	False	No	Custom SQL or SOQL WHERE clause used to filter territory records when retrieving or displaying territory-related data.
Territory Workflow	String	False	No	Defines the workflow name or identifier triggered when changes occur to a user's territory assignment.
THIRD_PARTY_APPLIESTO_URL	String	False	No	Specifies the URL used for integrating with third-party services related to 'Applies To' functionality.
THIRD_PARTY_AUTH_URL	String	False	No	Specifies the authentication URL used for connecting to third-party services, such as external single sign-on providers.
Timeline Filter	Bool	False	No	Enables or disables the timeline filter on applicable objects, allowing users to narrow the displayed records by date range.
TIMEOUT	Decimal	False	No	Sets the timeout duration (in seconds or minutes) for session expiry or system operations, to improve performance and security.
Time Zone Display	Decimal	False	No	Indicates the default or selected time zone for display purposes in the UI, typically tied to the user's locale settings.
TOP_ACCTS_COLS	String	False	No	Comma-separated list of column names used to configure the 'Top Accounts' view (for example, account_name, region, sales).
TSF Fields in Scheduler	String	False	No	Lists the Time-Sensitive Fields (TSFs) considered by the scheduling module (for example, product_interest, start_date, end_date).
TSF_VOD__C_WHERE_CLAUSE	String	False	No	Custom WHERE clause used to filter TSF_VOD__c object records for specific processing logic or display scenarios.
Tag Alert Reg Express	String	False	No	Regular expression used to identify and trigger alerts based on tagged field values. This is useful for pattern-matching in text fields.
UPDATE_CHECK_TIMEOUT	Decimal	False	No	Maximum duration (in seconds) the system waits for update checks to complete before timing out. This is useful for controlling performance during version validation processes.
USERTERRITORY_WHERE_CLAUSE	String	False	No	Custom WHERE clause applied to user territory queries, used to restrict data retrieval to specific criteria defined by business rules.
USER_MOBILE_SOQL	String	False	No	SOQL query string that defines the subset of user-related records available on mobile devices, ensuring relevant data is synced to field users.
VEEVA_SETTINGS_VOD__C_WHERE_CLAUSE	String	False	No	Custom WHERE clause targeting veeva_settings_vod__c records, used to filter configuration records during data queries.
VINSIGHTS_AUTOBUILD_MODE	Decimal	False	No	Determines whether VInsights reports are auto-generated. 0 can disable automation, while higher values enable different levels of auto-build capabilities.
VINSIGHTS_CALENDAR_CONFIG	String	False	No	Configuration details for integrating VInsights with calendar systems, such as mappings between Veeva events and calendar events.
VINSIGHTS_CONFIRM_SYNC	Bool	False	No	When enabled, prompts the user to confirm before VInsights data is synchronized, adding a layer of control over data refreshes.
VInsights Goal Threshold	String	False	No	Threshold value for VInsights goal metrics, such as minimum performance levels required to meet business objectives.
WATERMARK_TRAINING	String	False	No	Text or markup used as a watermark for training documents, ensuring clear distinction from production content.
WEB SERVICE TIMEOUT	Decimal	False	No	Maximum time (in seconds) allowed for outbound web service calls before the request is considered to have failed.
WORK_HOURS	Decimal	False	No	Number of expected working hours per user per day, used in scheduling, calendar display, and reporting logic.
Stakeholder Navigator Account Types	String	False	No	Comma-separated list of account types included in Stakeholder Navigator visualizations (for example, HCP, HCO, Pharmacy).
Stakeholder Navigator Account Plan Types	String	False	No	Comma-separated list of account plan types used in Stakeholder Navigator features (for example, Standard, Strategic, Medical).
Setup Owner ID	String	False	No	ID of the user or system entity that owns the Veeva configuration setup, used for permissions and change tracking.
Security Profile	String	False	No	Name or identifier of the assigned security profile, which governs access rights to Veeva CRM features and data.
Person Account Object Types	String	False	No	Comma-separated list of object types considered as person accounts within the system (for example, Individual, Contact).
Legacy CRM Id	String	False	No	Identifier used to map users or accounts from legacy CRM systems to Veeva Vault records during migration or integration.
Call Event Object Type Display	Bool	False	No	Controls whether the type of call event objects is displayed in user interfaces, helpful for differentiating record types.
Disable Veeva Merge	Bool	False	No	When enabled, prevents the system from performing automatic record merges during data synchronization.
Enable Realtime Address Push	Bool	False	No	When enabled, immediately pushes updated address information to integrated systems upon changes in Veeva.
USE MULTI SAMPLE	Bool	False	No	Enables multi-sample distribution functionality, allowing users to manage multiple sample types in a single call.
Enable_CRM_Desktop	String	False	No	Indicates whether CRM desktop functionality is enabled for a given user or org, potentially including version info or access keys.
SN Account Fields Override	String	False	No	Custom field mappings used to override default account fields in Stakeholder Navigator views and reports.
SN Account Identifier Override	String	False	No	Override value used to substitute the default account identifier in Stakeholder Navigator logic.
Account Address Merge Behavior	String	False	No	Defines how account address records are merged during updates or integrations. Values can include options like strict, flexible, or manual.
Display_External_Calendars_to_Mgrs	Decimal	False	No	When enabled, allows managers to view external calendar events associated with their team's activities.
Enable Non-Blocking Sync	Decimal	False	No	Determines whether synchronization processes can continue in the background without blocking user interaction.
Prevent Negative Sample	Decimal	False	No	If enabled, disallows negative sample quantities, ensuring users cannot record more distributions than inventory allows.
Application Profile	String	False	No	Specifies the application profile used to define UI layout, permissions, and behavior settings for users.
Data Change Request Attachments	Bool	False	No	Indicates whether users are allowed to attach supporting documents to data change requests for validation purposes.
Legacy Org Id	String	False	No	Unique identifier of a legacy organization, used during data migrations or for mapping historical records to current entities.

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VFMFileSecurityPolicies

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the security policy record, used internally to reference this entry within the database.
Global ID	String	True	No	System-generated global identifier that ensures universal uniqueness across all Vault environments and integrations.
Link	String	False	No	System link reference pointing to the full resource or object definition within Veeva Vault for this policy.
Description	String	False	No	User-defined name or description of the file security policy, providing context about its purpose or use.
Status	String	False	No	Current lifecycle status of the policy (such as Active, Inactive, or Retired), indicating whether it is in effect.
Created By	String	True	No	Username or identifier of the user who originally created this file security policy entry.
Created Date	Datetime	True	No	Timestamp indicating when the policy was initially created in the system.
Last Modified By	String	True	No	Username or identifier of the user who last made updates to the policy entry.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification to the policy entry, used for tracking changes.
File Extensions	String	False	No	Comma-separated list of supported or restricted file extensions (such as .pdf, .docx, .xls) governed by this policy. Each extension is separated by a comma and space.
Policy Type	String	False	No	Specifies the category or enforcement type of the file security policy, such as read-only access, restricted download, or watermarking.

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Views

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the view record.
Global ID	String	True	No	Globally unique identifier assigned by Vault for system-wide reference and external integrations.
Link	String	False	No	System-generated link used to directly access the view within the Vault interface.
View Name	String	False	No	Human-readable name of the view, used for identifying and displaying the view within the Vault UI.
Status	String	False	No	Indicates the current lifecycle state of the view, such as Active, Inactive, or Deprecated.
Created By	String	True	No	Username of the individual who originally created the view.
Created Date	Datetime	True	No	Timestamp indicating when the view was first created in the system.
Last Modified By	String	True	No	Username of the individual who last modified the view definition or metadata.
Last Modified Date	Datetime	True	No	Timestamp recording the most recent update made to the view's configuration or metadata.
Address Scope	String	False	No	Defines the scope of address data included in the view, which can affect data visibility or segmentation.
Columns	String	False	No	Comma-separated list of column names included in the view output, determining what data is retrieved.
Criteria	String	False	No	Filter conditions or query logic that defines which records are included in the view results.
External ID	String	False	No	Custom external identifier used to reference the view in external systems or integrations.
Ownership Scope	String	False	No	Specifies the ownership boundaries applied to the view, such as user-specific, team-based, or global access.
Profile	String	False	No	Indicates the Vault security profile associated with the view, which governs visibility and access.
Public?	Bool	False	No	Boolean flag indicating whether the view is available for public use within the organization.
Source	String	False	No	Specifies the origin of the view definition, such as system-generated, user-created, or imported.
Statement	String	False	No	The complete SQL-like definition or metadata-driven logic that determines how the view is constructed.
Type	String	False	No	Specifies the category of the view, such as List View, Custom View, or Report View.
User	String	False	No	User identifier associated with the view's creation or intended use, especially in personal or shared contexts.
Owner	String	False	No	User or group identifier representing ownership of the view and responsibility for maintaining its configuration.
Legacy CRM Id	String	False	No	Identifier used to map the view back to legacy Customer Relationship Management (CRM) systems during data migration or integration efforts.

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VMobileHomePageLayouts

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the mobile home page layout record within the Veeva Vault system.
VMobile Home Page Layout Type	String	True	No	Specifies the type of VMobile home page layout, which determines how the layout is categorized and used within the mobile application.
Global ID	String	True	No	System-generated globally unique identifier for the layout record, used for cross-system referencing and data consistency.
Link	String	False	No	System-generated URL or reference link to the layout record, allowing for direct navigation or integration.
VMobile Home Page Name	String	False	No	Descriptive name assigned to the mobile home page layout, used to identify it in configuration interfaces and selection menus.
Status	String	False	No	Indicates the current lifecycle state of the mobile home page layout, such as Active, Inactive, or Draft.
Created By	String	True	No	Username or system account that initially created the mobile home page layout record.
Created Date	Datetime	True	No	Timestamp indicating when the layout record was first created in the system.
Last Modified By	String	True	No	Username or system account that last modified the mobile home page layout record.
Last Modified Date	Datetime	True	No	Timestamp of the most recent modification made to the layout record.
Owner	String	False	No	User or group that owns the mobile home page layout record, typically responsible for maintaining it.
Legacy CRM Id	String	False	No	Identifier from a previous Customer Relationship Management (CRM) system used to map or reference the layout record during data migration or integration.

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VMobileObjectConfigurations

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the VMobile object configuration record.
VMobile Object Configuration Type	String	True	No	Specifies the category or classification of the VMobile object configuration, such as call reporting or sample requests.
Global ID	String	True	No	System-generated global identifier used to uniquely identify the record across Vaults.
Link	String	False	No	System-defined URL reference linking to the current configuration record.
VMobile Object Configuration Name	String	True	No	The human-readable name assigned to the VMobile object configuration for reference and identification.
Status	String	False	No	Indicates the current status of the configuration, such as Active, Inactive, or Deprecated.
Created By	String	True	No	The username or system identity that created the configuration record.
Created Date	Datetime	True	No	Timestamp capturing when the configuration record was initially created.
Last Modified By	String	True	No	The username or system identity that last modified the configuration record.
Last Modified Date	Datetime	True	No	Timestamp capturing the most recent update made to the configuration record.
Account Lookup Field	String	False	No	Specifies the field on the object used to associate the configuration with a related account record.
Active	Bool	False	No	Boolean flag indicating whether the configuration is currently active and in use.
Device	String	False	No	Specifies the target mobile device type (such as iPad, iPhone, Android) that this configuration supports.
Enable Enhanced Sync	Bool	False	No	Boolean flag that determines whether enhanced synchronization features are enabled for this configuration.
Exclude Field List	String	False	No	Comma-separated list of field names to be excluded during synchronization. Each field is listed without spacing unless parsed (for example, field1, field2, field3).
External ID	String	False	No	An external system identifier used to map or reference this configuration outside of Veeva Vault.
Include Attachments	Bool	False	No	Boolean flag that determines whether attachments associated with the object should be included in synchronization.
Include Related Objects	Bool	False	No	Boolean flag that controls whether related objects linked via relationships should be included in sync behavior.
Meta Data Only	Bool	False	No	Indicates whether only metadata (structure and definitions) should be synced, excluding actual record data.
Object Name	String	False	No	API name of the Vault object for which the configuration is defined, such as call2_vod__c.
Parent Object Name	String	False	No	API name of the parent Vault object, if this object configuration is part of a hierarchy or relationship.
Profile	String	False	No	Identifier for the user profile associated with this configuration, determining visibility and sync scope.
Relationship Name	String	False	No	API name of the relationship linking this object to another, used to define parent-child sync behavior.
Type	String	False	No	Describes the nature or use-case type of the configuration, such as Master, Child, or Lookup.
Where Clause	String	False	No	Optional filter expression applied during sync to restrict which records are included based on defined criteria.
Owner	String	False	No	User or system owner responsible for the configuration record.
Security Profile	String	False	No	Identifier for the security profile applied to this configuration, used to control data access permissions.
Legacy CRM Id	String	False	No	Identifier used in legacy Customer Relationship Management (CRM) systems to reference this configuration prior to Vault adoption.
Application Profile	String	False	No	Identifier of the application profile that governs behavior and settings applied to this configuration.

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WorkflowRoleSetup

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	System-generated unique identifier for the workflow role setup record, used internally for data referencing.
Name	String	True	No	Descriptive name of the workflow role setup, typically used to identify the specific role configuration within the workflow.
Status	String	False	No	Current lifecycle status of the workflow role setup, indicating whether it is active, inactive, or archived.
Workflow	String	False	No	Reference to the associated workflow definition that this role setup is configured for, establishing the context in which the role is used.
Role	String	False	No	Application-level role assigned within the workflow, defining the set of permissions and responsibilities granted to users.
Participation Requirement	String	False	No	Specifies whether this role is required to participate in the workflow, such as required, optional, or conditional based on workflow rules.
Created By	String	True	No	Username or identifier of the user who initially created this workflow role setup record.
Created Date	Datetime	True	No	Timestamp representing the date and time when the workflow role setup record was first created.
Last Modified By	String	True	No	Username or identifier of the user who last made changes to the workflow role setup.
Last Modified Date	Datetime	True	No	Timestamp indicating the most recent update made to the workflow role setup record.
Global ID	String	True	No	Globally unique identifier assigned to the workflow role setup record, used for cross-system data integration or synchronization.
Link	String	False	No	System-generated link or URL reference that provides direct access to the workflow role setup record within the Veeva Vault user interface.

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XPagesSSOConfigurations

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the SSO configuration record within the Vault system.
X-Pages SSO Configuration Type	String	True	No	Specifies the type or category of the X-Pages Single Sign-On (SSO) configuration being stored.
Global ID	String	True	No	System-generated global identifier that uniquely represents this record across environments.
Link	String	False	No	System-level URL reference that provides a direct link to the configuration record in the Vault UI.
Name	String	True	No	The display name assigned to the SSO configuration for identification purposes within Vault.
Status	String	False	No	The current operational status of the SSO configuration, such as Active, Inactive, or Pending.
Created By	String	True	No	The user who initially created this SSO configuration record in Vault.
Created Date	Datetime	True	No	Timestamp indicating when the SSO configuration record was first created.
Last Modified By	String	True	No	The user who last updated the SSO configuration record.
Last Modified Date	Datetime	True	No	Timestamp reflecting the most recent modification to the SSO configuration.
API Name	String	False	No	The unique API-accessible name for the configuration, used for integration or programmatic access.
Authorization endpoint	String	False	No	The URL endpoint used to initiate user authorization during the OAuth 2.0 authentication flow.
Token endpoint	String	False	No	The URL endpoint used to exchange authorization codes for access tokens in OAuth 2.0 flows.
Client ID	String	False	No	The identifier issued to the Vault client during registration with the identity provider for SSO.
Client Secret	String	False	No	The confidential key associated with the client ID, used to authenticate the Vault client to the token endpoint.

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XMLElements

Name	Type	ReadOnly	FilterOnly	Description
ID [KEY]	String	True	No	Unique identifier for the XML element record within the Vault system.
XML Element Type	String	True	No	Specifies the object type associated with the XML element, typically defining the data structure it pertains to.
Name	String	False	No	User-friendly name assigned to the XML element for display and identification purposes.
Status	String	False	No	Indicates the current lifecycle state of the XML element, such as Active, Inactive, or Archived.
Element Name	String	False	No	Defines the actual name of the XML tag or node represented by this element within a form or data model.
Form Template	String	False	No	References the specific form template to which this XML element is linked, allowing structured data collection.
Form Template (unbound)	Decimal	False	No	Numeric identifier for an unbound form template, used when the XML element is not tied to a standard template relationship.
Formula	String	False	No	Contains the formula logic used to compute the value of the element dynamically based on other form fields or data.
Variable	String	False	No	Represents a named placeholder used within formulas or templates to reference specific values dynamically.
Created By	String	True	No	Username or ID of the user who originally created the XML element entry.
Created Date	Datetime	True	No	Timestamp marking the date and time when the XML element record was first created.
Last Modified By	String	True	No	Username or ID of the user who last updated the XML element record.
Last Modified Date	Datetime	True	No	Timestamp indicating when the XML element record was most recently modified.
Parent	String	False	No	References the parent element or object to which this XML element belongs, establishing a hierarchical structure.
Global ID	String	True	No	System-generated global identifier that ensures uniqueness across all Vault environments and instances.
Link	String	False	No	System-generated hyperlink that allows direct access to view the XML element record in the Vault interface.

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