Product mapping is an important step for the CLM, Engage, and Approved Email integrations. This process lets the integration properly match a Product object record in Vault to a product in CRM.
To map products, use the External ID field in Vault and the Veeva External ID field (VExternal_Id_vod__c) in CRM. You can use these fields to map a single product in Vault to a single product in CRM or to map a product/country combination in Vault to a product in CRM.
Example Product/Country Combination
The example below shows how you could set up the External ID (Vault) and Veeva External ID (CRM) for a product/country combination. In this example, a Vault binder with the document field values Product: VeevaProm and Country: United Kingdom would map to the VeevaProm (UK) product in CRM.
| Application | Object | Object Record | External ID/Veeva External ID |
|---|---|---|---|
| Vault | Product | VeevaProm | VPR |
| Vault | Country | United Kingdom | UK |
| CRM | Product | VeevaProm (UK) | VPR::UK |
Example Product with Single Country
The second example shows how to set up the External ID/Veeva External ID values for simple product mapping (single product for all countries in CRM). In this example, a Vault binder with the document field values Product: VeevaProm and Country: United Kingdom would map to the VeevaProm product in CRM.
| Application | Object | Object Record | External ID/Veeva External ID |
|---|---|---|---|
| Vault | Product | VeevaProm | VPR |
| Vault | Country | United Kingdom | UK |
| CRM | Product | VeevaProm | VPR |
Limitation on Custom Configurations
When setting up product mapping, you must use the standard Product and Country objects with standard fields. Custom objects and fields are not valid.