Veeva CRM to Vault CRM Enablement Workshop
Transfer your Veeva CRM knowledge and skill into Vault CRM and the Vault Platform.
- Gain comfort navigating Vault CRM to efficiently complete tasks you are familiar with in Veeva CRM
- Learn about the capabilities of Vault Documents, Lifecycles, Workflows and Sandboxing.
- Gain hands-on experience using Vault reports, Dashboards, and Loader to analyse and manage data.
- Extend and customise the Vault CRM object model through the Vault Object Framework.
- Apply dynamic, multi-layered security for your Vault CRM users.
Workshop Schedule
(2 Full Days – 9 AM to 5 PM)
Future dates will be added each month.
This course is a self-paced, on-demand course that introduces learners to the tools and best practices used to develop integrations and deliver custom capabilities in Vault. The knowledge and skills obtained in this course apply to Vault application suites and serve as the foundation for additional Vault Developer training.
This workshop will introduce experienced Veeva CRM practitioners to the required skills and knowledge that will enable them to support migrations from Veeva CRM to Vault CRM. Participants will gain experience using relevant Vault features and configuration components that correspond to commonly used Veeva CRM (Salesforce) features and configuration components.
This course will introduce trainees to the required skills and knowledge that will enable them to execute the responsibilities of a Vault PromoMats Administrator. Participants will gain experience in a vast range of functionality from basic navigation to more advanced features and configuration which will enable them to maintain their existing system and its user’s day to day.
This self-paced eLearning course lays the groundwork for understanding Vault Platform (VP), which is essential for all subsequent Vault Platform and Vault Application courses. It introduces foundational concepts that will be expanded upon in specialized courses tailored to the learner’s role in a Vault. This approach ensures that every learner has a solid knowledge base, enabling them to smoothly transition into more targeted courses that address their particular needs and application areas.
Frequently Asked Questions
General Questions
Certification
Training Courses
For the Veeva CRM to Vault CRM Enablement workshop – register your interest following the link above and we will send you an order form or credit card payment link.
For all other training please go to Veeva.com/services/training identify the training you wish and follow the purchase links.