Create a Veeva CRM source connection in the UI
Source connectors in Adobe Experience Platform provide the ability to ingest externally sourced CRM data on a scheduled basis. This tutorial provides steps for creating a Veeva CRM source connector using the Platform user interface.
Getting started
This tutorial requires a working understanding of the following components of Adobe Experience Platform:
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Experience Data Model (XDM) System: The standardized framework by which Experience Platform organizes customer experience data.
- Basics of schema composition: Learn about the basic building blocks of XDM schemas, including key principles and best practices in schema composition.
- Schema Editor tutorial: Learn how to create custom schemas using the Schema Editor UI.
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Real-Time Customer Profile: Provides a unified, real-time consumer profile based on aggregated data from multiple sources.
If you already have a valid Veeva CRM account, you may skip the remainder of this document and proceed to the tutorial on configuring a dataflow.
Gather required credentials
environmentUrlusernamepasswordsecurityTokenFor more information on getting started, refer to this Veeva CRM document.
Connect your Veeva CRM account
Once you have gathered your required credentials, you can follow the steps below to link your Veeva CRM account to Platform.
In the Platform UI, select Sources from the left navigation bar to access the Sources workspace. The Catalog screen displays a variety of sources for which you can create an account with.
You can select the appropriate category from the catalog on the left-hand side of your screen. Alternatively, you can find the specific source you wish to work with using the search option.
Under the CRM category, select Veeva CRM, and then select Add data.
The Connect Veeva CRM account page appears. On this page, you can either use new credentials or existing credentials.
Existing account
To use an existing account, select the Veeva CRM account you want to create a new dataflow with, then select Next to proceed.
New account
If you are creating a new account, select New account, and then provide a name, an optional description, and your Veeva CRM credentials. When finished, select Connect to source and then allow some time for the new connection to establish.
Next steps
By following this tutorial, you have established a connection to your Veeva CRM account. You can now continue on to the next tutorial and configure a dataflow to bring data into Platform.