Veeva CRM Connector Setup Guide
This article describes how to set up the Veeva CRM connector.
Connector Actions
| Action Name | AudienceStream | EventStream |
|---|---|---|
| Insert into Custom Object | ✓ | ✗ |
| Update Custom Object | ✓ | ✗ |
Configure Settings
Navigate to the Connector Marketplace and add a new connector. For general instructions on how to add a connector, see the About Connectors article.
After adding the connector, configure the following settings:
- Endpoint URL
Required: Provide the endpoint URL. Default URL ishttps://login.salesforce.com/services/oauth2/authorize - Establish Connection
Click Establish Connection to connect to your Salesforce account.
Click Done when you are finished configuring the connector.
Action Settings — Parameters and Options
Click Continue to configure the connector actions. Enter in a name for the action and then select the action type from the drop-down menu.
The following section describes how to set up parameters and options for each action.
Action — Insert into Custom Object
Parameters
| Parameter | Description |
|---|---|
| Custom Object Name | Name of custom object. |
| Insert Data Map | Insert data map configured in Salesforce. |
Action — Update Custom Object
Parameters
| Parameter | Description |
|---|---|
| Custom Object Name | Name of custom object. |
| Lookup Data Map | Select attribute to look up custom object by. |
| Update Data Map | Update data map configured in Salesforce. |
This page was last updated: August 5, 2021