appRules
  • Welcome to appRules®
  • PLATFORM
    • appRules® Concepts & Features
    • Platform Overview
    • Platform Features
      • Sourced Values
        • Overview
        • Sourced Values List
      • Actions
        • Overview
        • Action Categories
          • Actions-DataSource
            • Accounting
            • AIMachineLearning
            • Analytics
            • ApplicationPlatforms
            • BigData
            • CalendarsAndContactMgrs
            • CloudStorage
            • Collaboration
            • CRM
            • CustomerService
            • Databases
            • DataWarehouse
            • ECommercePlatforms
            • EmailSystems
            • ERP
            • ExpenseManagement
            • Files
            • Financial
            • Marketing
            • Miscelleanous
            • NoSQL
            • PaymentProcessing
            • PLM
            • ProjectManagement
            • Search
            • Services
            • ShippingAndMailing
            • Social
            • Spreadsheets
          • Actions-Execution
          • Actions-Fields-Field
          • Actions-Fields-Library-Financial
          • Actions-Fields-Library-Math
          • Actions-Utility-Automation
          • Actions-Utility-FileSystem
      • Conditions
        • Overview
        • Condition Categories
          • Conditions-Cache
          • Conditions-Custom
          • Conditions-Fields
          • Conditions-FileSystem
          • Conditions-Records
          • Conditions-Results
          • Conditions-Workflow
      • Workflow Activities
        • Control Flow Activities
        • Base Activities
        • Dialog Activities
        • Base Data Activities
      • System Settings
        • Runtime Settings
        • Users
        • Data Sources
          • Overview
          • Configuring Connection Settings
          • Generating Metadata
          • Connection Settings
            • Accounting
              • Exact Online
              • Raisers Edge NXT
              • Xero
              • Quickbooks
              • Quickbooks Online
              • Quickbooks POS
              • Freshbooks
              • Sage Business Cloud Accounting
              • Sage Intacct
              • Sage50 UK
              • Reckon
            • Application Platforms
              • Alfresco Platform
              • Kintone Platform
              • Quickbase Platform
              • Veeva Vault
            • AI & Machine Learning
              • DataRobot
              • Salesforce Einstein
              • Splunk
            • Analytics
              • Google Analytics
              • Adobe Analytics
                • Adobe Custom oAuth App
              • Azure Analysis Services
              • SAS
              • Youtube Analytics
            • Big Data
              • Apache HBase
              • Apache Hive
              • Apache HDFS
              • Apache Spark
              • Greenplum
              • HPCC LexisNexis
            • Calendar & Contact Managers
              • Google Calendar
              • Google Contacts
            • Cloud Storage
              • Azure Table Storage
              • Amazon S3
              • IBM Cloud Object Storage
              • Wasabi
            • Collaboration
              • Airtable
              • Asana
              • Box
              • Dropbox
              • Exchange
              • Google Drive
              • Microsoft Teams
              • Office365
              • Microsoft OneDrive
              • Microsoft OneNote
              • Salesforce Chatter
              • SharePoint
              • Slack
              • Smartsheet
            • CRM
              • Act! CRM
              • Bullhorn CRM
              • Microsoft Dynamics 365 Sales
              • Microsoft Dynamics CRM
              • Highrise
              • Oracle Sales Cloud
              • Salesforce
              • SAP Hybris C4C
              • Sugar CRM
              • Suite CRM
              • Veeva CRM
              • Zoho CRM
            • Customer Service & Support
              • ServiceNow
              • Zendesk
              • Jira
            • Data Warehouse
              • Azure Data Lake Storage Gen1
              • Azure Data Lake Storage Gen2
              • Google BigQuery
              • Redshift
              • Databricks
              • Snowflake
              • Azure Synapse
            • E-Commerce Platforms
              • Amazon MarketPlace
              • Magento
              • Shopify
              • Woocommerce
            • Electronic Signature
              • Docusign
            • Email
              • Gmail
              • Email
            • ERP
              • NetSuite
              • Odoo
              • Acumatica
              • Dynamics NAV
              • Dynamics GP
              • Microsoft Dynamics 365 FinOp
              • Microsoft Dynamics365 Business Central
                • Business Central Endpoints
              • SAP Business One
              • SAP ERP
            • Expense Management
              • SAP Concur
            • Files
              • CSV Database
              • Fixed Length File
              • Delimited File
            • Marketing
              • Bing Ads
              • Marketo
              • MailChimp
              • HubSpot
              • Eloqua
              • Salesforce Marketing Cloud
            • NoSQL
              • Cassandra
                • Cassandra Advanced Settings
              • Azure CosmosDB
              • DynamoDB
              • Couchbase
              • MongoDB
              • IBM Cloudant
              • Redis
            • Payment Processing
              • Authorize.Net
              • Square
              • Paypal
              • Stripe
            • Product Lifecycle Management (PLM)
              • Propel
            • Relational Databases
              • appRules Embedded Database
              • Firebird
              • IBM DB2
              • IBM Informix
              • Microsoft Access
              • MySQL
              • MariaDB
              • Oracle
              • PostgreSQL
              • Microsoft SQL Server
              • Microsoft SQL Server CE
              • SQL Azure
              • SQLlite
              • Vertica
            • Search
              • ElasticSearch
              • Bing
              • Google Search
            • Shipping and Mailing
              • Fedex
              • UPS
              • USPS
            • Social Networks
              • Linkedin
              • Facebook
              • Instagram
              • Twitter
            • Services
              • REST
              • RSS
              • XML
                • Connecting to XML Datasources
                • Parsing Hierarchical Data
                • Raw Data
              • Active Directory
              • Amazon Athena
              • Microsoft Dataverse
              • JSON
              • LDAP
              • GraphQL
            • Spreadsheets
              • Excel
              • Excel Services
              • Excel Online
              • GoogleSheets
          • SQL Compliance
            • Accounting
              • Exact Online
              • Raisers Edge NXT
              • Xero
              • Quickbooks
              • Quickbooks Online
              • QuickBooks POS
              • Freshbooks
              • Reckon
              • Sage Intacct
              • Sage Business Cloud Accounting
              • Sage50 UK
            • AI & Machine Learning
              • Salesforce Einstein
              • DataRobot
              • Splunk
            • Analytics
              • Google Analytics
              • Youtube Analytics
              • Azure Analysis Services
              • Adobe Analytics
              • SAS
            • Application Platforms
              • Alfresco Platform
              • Kintone Platform
              • Quick Base Platform
              • Veeva Vault
            • Big Data
              • Apache HBase
              • Apache HDFS
              • Apache Hive
              • Apache Spark
              • Greenplum
              • HPCC Systems
            • Calendar & Contact Managers
              • Google Calendar
              • Google Contacts
            • Cloud Storage
              • Azure Table Storage
              • Amazon S3
              • Wasabi
              • IBM Cloud Object Storage
            • Collaboration
              • Airtable
              • Asana
              • Box
              • Dropbox
              • Google Drive
              • Microsoft Teams
              • Microsoft OneDrive
              • Microsoft OneNote
              • Microsoft Exchange
              • Office365
              • Salesforce Chatter
              • SharePoint
              • Slack
              • Smartsheet
            • CRM
              • Act! CRM
              • Bullhorn CRM
              • Highrise
              • Microsoft Dynamics CRM
              • Microsoft Dynamics 365 Sales
              • Oracle Sales Cloud
              • Salesforce
              • SAP Hybris C4C
              • Sugar CRM
              • Veeva CRM
              • Zoho CRM
            • Customer Service & Support
              • ServiceNow
              • Zendesk
              • Jira
            • E-commerce Platforms
              • Woocommerce
              • Magento
              • Shopify
              • Amazon Marketplace
            • DataWarehouse
              • Azure Data Lake Storage Gen1
              • Azure Data Lake Storage Gen2
              • Azure Synapse
              • Databricks
              • Google BigQuery
              • Redshift
              • Snowflake
            • Email
              • Gmail
            • ERP
              • Acumatica
              • NetSuiteSQL
              • NetSuiteTalk
              • Odoo
              • Dynamics NAV
              • Dynamics GP
              • Microsoft Dynamics 365 FinOp
              • Microsoft Dynamics365 Business Central
              • SAP Business One
              • SAP NetWeaver
              • Workday
            • Expense Management
              • SAP Concur
            • Files
              • CSV Database
            • Marketing
              • Bing Ads
              • Google Ads
              • HubSpot
              • MailChimp
              • Marketo
              • Oracle Eloqua
              • Salesforce Marketing Cloud
              • Survey Monkey
              • Youtube 2020
            • NoSQL
              • Cassandra
              • Azure CosmosDB
              • Amazon SimpleDB
              • Amazon DynamoDB
              • Couchbase
              • MongoDB
              • IBM Cloudant
              • Redis
            • Payment Processing
              • Authorize.Net
              • Paypal
              • Stripe
              • Square
            • Product Lifecycle Management (PLM)
              • Propel
            • Project Management
              • Basecamp
              • Microsoft Project
            • Search
              • ElasticSearch
              • Bing
              • Google Search
            • Shipping and Mailing
              • FedEx
              • UPS
              • USPS
            • Spreadsheets
              • Excel Online
              • Excel
              • Excel Services
              • GoogleSheets
            • Social Networks
              • Facebook
              • Instagram
              • Linkedin
              • Twitter
            • Services
              • Active Directory
              • Amazon Athena
              • JSON
              • LDAP
              • Microsoft Dataverse
              • OData
              • REST
              • RSS
              • XML
        • Projects
          • Overview
          • Project Settings
      • Utilities
        • DataSource Browser
        • Job Monitor
        • Logs/Statistics
        • CheckIn/CheckOut
        • Master Admin Options
      • Creating & Running Projects
        • Creating a New Project
        • Orchestrating Workflows with Designer
          • Designer Home Page Overview
          • Using the appRules Designer
        • Reading Data
        • Mapping Data
        • Writing Data
        • Project Validation
        • Running Projects
          • Running from the Home Page
          • Using the Web API
          • Using the Scheduler
        • Monitoring Jobs
        • Logging
      • Flow Data Migration
        • Overview
        • Basic Flow Data Migrations
        • Bulk Loader Flow Data Migrations
    • Self-Hosting
      • Software Installation
        • Installation Prerequisites
        • Running the Installer
        • HostService Settings
        • IIS Settings
        • Web API Settings
        • Scheduler
        • Creating a New Project Database
      • Application Configuration
      • appRules Embedded Database DBA Tool
  • PLATFORM PRODUCTS
    • appRules Data Migration Engine
      • Overview
      • Flow Data Migration
      • The Migrate Data Activity
        • Overview
        • Initializing the Migrate Data Activity
        • Target Entities Collection
          • Overview
          • Toolbar
          • Target Entity Properties
        • Basic Data Migration
        • Matching Schema Migration
        • One-To-Many Migration
        • Entities to Csv Migration
        • Data Replication
        • Data Synchronization
        • Bidirectional Data Synchronization
      • Field Mapping & Transformation
      • Reviewing the Project Settings
      • Validations, Error Handling & Notifications
      • Job Execution & Monitoring
      • Evaluating Data Migration Job Results
    • appRules Integration & Automation Engine
      • Overview
      • Flow Data Migration
      • Process Automation, Business Rules & Decision Support
        • Overview
        • Control Flow Activities
          • If
          • While
        • Conditions & Actions
          • Overview
          • Conditions
          • Actions
        • Evaluating Conditions
        • Performing Actions
        • Decision Tables
        • Executing Rule Sets
    • appRules Enterprise 360
      • Overview
      • Data Migration
      • Integration & Automation
  • Samples
    • Samples Overview
    • Sample Projects
      • Data Migration, Replication & Synchronization
        • Replicate Dynamics365 In Snowflake
        • Migrate Parent/Child Records Using Target / Bulk Loader
        • Export SQL Table to CSV Using Flow
        • One-to-Many Data Migration
        • Batch Data Source Entities to Files
      • Integration & Automation
        • Decision Table - Customer Discount
        • Iterate Deleted Salesforce Records
        • Use CSV Folder As SQL Database
        • Conditional Actions Execution
        • Round Robin Lead Assignment
      • Snippets
        • Snippet - Arguments, Variables, Dynamic Values & Sourced Values
        • Snippet - Counters & Running Totals
        • Snippet - Executing Financial Functions
        • Snippet - Infinite Loop
        • Using Composite Keys
      • Miscellaneous
        • Custom Queries
        • Parent-Child: Child Project
        • Parent-Child: Parent Project
        • Scheduled System Maintenance
        • Target Activity Errors & Logs
        • Task Parallelism
  • APPENDIX
    • Miscellaneous
      • Common Connection Properties
      • Troubleshooting a Connection
      • Dynamics365 - Connection Settings
      • Dynamics365 App Registration
      • Getting the oAuth Access and Refresh Tokens
      • Editing Windows Environment Variables
      • PickLists
      • Creating a Custom Azure oAuth App
      • Using Kerberos
      • Stored Procedures
    • FAQs
Powered by GitBook
On this page
Export as PDF
  1. PLATFORM
  2. Platform Features
  3. System Settings
  4. Data Sources
  5. Connection Settings
  6. CRM

Veeva CRM

PreviousSuite CRMNextZoho CRM

Last updated 4 years ago

Veeva CRM uses the same interface for data connectivity as Salesforce & Force.com. To connect to Veeva CRM data, go to section

Salesforce