Overview

The Tibco Scribe iPaaS can be set up by ON24 to make API calls out to Veeva. The connector uses an OAuth authentication or user/seat in Veeva to access the API, and any read/write/edit permissions for the user will open up access to objects and fields in Veeva. The most common objects we interact with are Accounts, Event Management objects, Medical Event objects and Multi-Channel Activities, however, we can also interact with any standard or custom object.

Veeva Medical Event

ON24 supports an integration solution for the Veeva CRM Medical Events. This includes support for the following objects:

1. Medical Event
2. Event Attendee
3. Multichannel Activity
4. Multichannel Activity Lines

Process Overview

1. Client creates Veeva Medical Event

2. Client creates ON24 Webinar
   • Client adds Medical Event Id to ON24 Campaign Code

3. Add ON24 Event ID to the Medical Event

4. ON24 syncs Webinar data to Medical Event
   • ON24_Audience_URL_vod__c
   • ON24_Reporting_URL_vod__c
   • ON24_Preview_URL_vod__c
   • ON24_Presenter_URL_vod__c
   • Start_Time_vod__c
   • End_Time_vod__c
   • External_ON24_Eventid_vod__c

5. ON24 hosted registration OR external registration
   • If external registration, client sends Account Id OR Attendee Id to ON24 external event user code field
     • See https://apidoc.on24.com/registration for information on external registration APIs

6. ON24 syncs registrant data to Event Attendee
   1. If existing record, update record
      • External_ON24_Eventid_vod__c
      • ON24_Registration_Timestamp_vod__c
      • Status_vod__c ("Accepted_vod")
   2. If record not found, and Account is known, create record
      • External_ON24_Eventid_vod__c
      • ON24_Registration_Timestamp_vod__c
      • Status_vod__c ("Accepted_vod")
      • Medical_Event_vod__c
      • Last_Name_vod__c
      • First_Name_vod__c
      • Email_vod__c
      • Account_vod__c

7. ON24 creates Multichannel Activity for registration
   • RecordTypeId
   • Medical_Event_vod__c
   • External_Id_vod__c
   • ON24_Event_Name__c
   • ON24_Event_ID__c
   • Start_DateTime_vod__c
   • ON24_Content_Type__c
   • Account_vod__c
   • ON24_Activity__c ("Registration")
   • Record_Type_Name_vod__c ("ON24_Event_vod")

8. ON24 syncs attendee data to Event Attendee
   • Status_vod__c
   • ON24_Engagement_Score_vod__c
   • Any additional fields requested from the ON24 API Data - Veeva CRM Excel workbook

9. ON24 creates Multichannel Activity for attendance, along with associated Multichannel Activity Lines
   • RecordTypeId
   • Medical_Event_vod__c
   • Account_vod__c
   • ON24_Content_Type__c
   • Start_DateTime_vod__c
   • VExternal_Id_vod__c
   • ON24_Event_Name__c
   • ON24_Event_ID__c
   • Total_Duration_vod__c
   • Record_Type_Name_vod__c ("ON24_Event_vod")
   • ON24_Activity__c ("Attendance")
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Veeva Admin Tasks

1. Contact Support to setup and enable the TIBCO Scribe integration service for Veeva. The connector allows the choice of using OAuth or a user/seat in the Salesforce (Veeva) connector to access the API, and any read/write/edit permissions for the user will open up access to objects and fields in Veeva. Custom fields will need to be created for Registrant and Attendee activity like minutes duration, engagement score, poll surveys, user questions, etc.

2. Important: At the bottom of this article, download and complete the "ON24 API Data - Veeva CRM Medical Event" Excel spreadsheet. It lists the available API fields that the integration interacts with for the ON24 events, registrants, and attendees.

3. Update to Event Attendee
   • Add new status options for Event_Attendee_vod__c > Status_vod__c
     • Registered
     • Attended
     • Attended On-demand
4. Update Multichannel Activity
   • New Record Type
     • Record Type Label = ON24 Event
     • Record Type Name = ON24_Event_vod
   • New fields
     • ON24_Activity__c
     • ON24_Content_Type__c
     • ON24_Event_Name__c
     • ON24_Event_ID__c
5. Update Multichannel Activity Line
   • New fields
     • ON24_Answer__c
     • ON24_Question__c
     • ON24_Type__c
     • ON24_Value__c
6. Create an API user and authenticate connectors in Scribe for sandbox and production.
   • Engage with ON24 integration support for access to TIBCO Scribe