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 Experience Platform.
In the Experience 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 Experience Platform.
