Veeva CRM Connection

See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Veeva CRM connector.

Veeva CRM is a cloud-based customer relationship management system designed specifically for the life sciences and pharmaceutical industries.

This topic describes how to authenticate to Veeva CRM and configure any necessary connection properties in the Veeva CRM connection connector.

Connection Configuration #

Each connection property available in the Veeva CRM connector is explained below.

Connection Name #

The name of the connection to be created should be provided. This is the name that will display on the list of available connections.

Auth Scheme #

The type of authentication to use when connecting to Veeva CRM.

• Basic: Set this to use Basic user / password authentication.

• OAuth: Set this to perform OAuth with the code grant type.

• OAuthPassword: Set this to perform OAuth with the password grant type.

User #

The Veeva CRM user account used to authenticate.

Password #

The password used to authenticate the user.

Security Token #

The security token used to authenticate access to the Veeva CRM account.

Client ID #

The client Id assigned when you register your application with an OAuth authorization server.

Client Secret #

The client secret assigned when you register your application with an OAuth authorization server.

Refresh Token #

The OAuth refresh token for the corresponding OAuth access token.

OAuth Grant Type #

The grant type for the OAuth flow.

The following options are available:

• CODE

• PASSWORD

Enable SSL #

Option for creating the connection with SSL enabled.

Upload Keystore File #

Option to upload keystore file.

Advanced Configurations #

This section contains advanced configuration parameters.

Login URL #

URL to the Veeva CRM server used for logging in.

API Version #

The version of the Veeva CRM API used.

Use Sandbox #

A boolean determining if the connection should be made to a Veeva CRM sandbox account.

Use Tooling API #

This property determines whether or not the Tooling API is used to read the data.

Add Configuration: Additional properties can be added using this option as key-value pairs.

After entering all the details, click on the TEST button.

If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.

Click on the CREATE button to save the changes.

If the details are incorrect or the server is down, you will get a message “Connection unavailable”.