This article describes how to set up the Veeva CRM connector.

In this article:

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 is
    https://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.
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