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Sync e-Detailer metadata between Veeva Vault and SFDC with eWizard
Sync e-Detailer metadata between Veeva Vault and SFDC with eWizard

Activate sync of the e-Detailer metadata in external systems with eWizard

Serhii Morkotun avatar
Written by Serhii Morkotun
Updated over a year ago

In eWizard, you can streamline the e-Detailer metadata sync between Veeva Vault and SFDC. This allows you to avoid manual metadata updates in two target systems.

The feature is available on demand. Contact the administrator for details.

To trigger the automatic sync of metadata values between Veeva Vault and SFDC:

  1. Open the PDF document in Veeva Vault.

  2. Unfold the document actions menu and select Create in eWizard or Convert in eWizard.

  3. Publish your e-Detailer to SFDC.

Be sure to select the Activate synchronization with Veeva Vault checkbox on the Preparation step of the e-Detailer publication. Otherwise, metadata between SFDC and Veeva Vault doesn't synchronize.

Once SFDC syncs with Veeva Vault, you can find the e-Detailer metadata in SFDC that matches the Veeva Vault document values.

Your administrator sets the sync time for e-Detailer metadata between Veeva Vault and SFDC for each instance.

If you modify the content and metadata of the PDF document in Veeva Vault, only the metadata is updated after the sync.

To turn on/off the metadata sync between the target systems:

  • Unfold the document actions menu in Veeva Vault and select Activate synchronization with MyForce.

The Deactivate/Activate synchronization with MyForce action is available when the eWizard Sync to Salesforce value is set to Active/Suspended in the eWizard section of the Veeva Vault document.

  • Publish your e-Detailer to SFDC with the Activate synchronization with Veeva Vault checkbox cleared on the Preparation step. Sync is turned off for the instance you're currently publishing from.

Create in eWizard

In the Create new pop-up that appears, templates are filtered according to metadata assigned to the Veeva Vault PDF document.

  1. Select a template.

  2. Fill in the metadata fields.

  3. Click CREATE.

  4. The newly added e-Detailer appears in eWizard Library.

Convert in eWizard

eWizard Converter opens on the Details step with the automatically uploaded PDF document.

  1. On the Details step, fill in the metadata fields if required and click NEXT.

  2. On the Templating step, select a template with the matching aspect ratio, if any, or proceed to the next step.

  3. On the Summary step, check the conversion details and click CONVERT.

Your newly converted e-Detailer appears in eWizard Library with the source PDF document.

Additional scenarios

  • Automatic e-Detailer publication to SFDC

After publishing the e-Detailer to the SFDC sandbox instance and changing the status of the Veeva Vault document to the mapped status in SFDC, the e-Detailer is automatically published to the SFDC production instance. To check the resulting document, wait for the sync scheduled for the instance.

  • Document status mismatch in the two systems

If the document status in Veeva Vault differs from the status mapped for SFDC, eWizard warns you about the status mismatch. However, you can continue the publishing process.

  • e-Detailer issues in SFDC

To ensure metadata sync between the two systems, fill in the required metadata fields for the Veeva Vault PDF document. If your e-Detailer in SFDC expires, activate it.

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