Organizations using both a Medical Vault and Vault CRM on the same domain can use a standard Vault to Vault connection.
The Medical-CRM connection enables the transfer of the following information:
- Medical Inquiries are shared from Vault CRM to your Medical Vault for fulfillment with the corresponding Account information.
- Case and Case Request updates and closures in your Medical Vault are shared back to Vault CRM.
- Case Contact information in Vault CRM is matched to existing Case Contacts in your Medical Vault, where data usage agreements allow.
For example, when a sales representative creates an inquiry in Vault CRM, Veeva MedInquiry pulls the inquiry from Vault CRM to create a Case in MedInquiry, which a call center agent responds to using MedInquiry to generate a response package. When the agent closes the case in MedInquiry, Vault pushes an update, which can include response notes and a link to the response package, back to Vault CRM.
Note: The Medical-CRM Connection is only available for organizations with both a Medical Vault and Vault CRM.
Prerequisites
To use this feature, your Admin must complete the following procedures:
How the Medical-CRM Connection Works
When you create and process an Inquiry in Vault CRM and submit the Inquiry with the Transfer to Medical action:
- Vault pulls the HCP information from the Account or Inquiry into MedInquiry, depending on your data usage agreement.
- Vault Medical either creates a new Case Contact record or updates an existing record based on whether or not an existing Case Contact includes a matching Veeva ID or External ID.
- Vault Medical creates the Case and Case Request records.
Vault CRM pulls Case Request records modified since the Last Successful Run Time for Case Requests that originated from Vault CRM.
After the Case and Case Request are successfully created in MedInquiry, Vault CRM updates the Transfer Status field to Success and the Inquiry can no longer be updated. When the Case Request enters the In Progress and Closed states, Vault CRM updates the Medical Inquiry Case Status field and any other fields mapped using field rules.
Vault Medical uses the Case Contact Source Data object to store the Vault CRM Account information in order to create or update a corresponding Case Contact record.