Congrats!

You’ve learned how to use Standard Metrics to understand HCP preferences, set performance goals for your teams, and improve customer outreach across markets.

Learn More About Standard Metrics

Now that you know how to use Standard Metrics to gain insight into user activity and improve outreach, you might be interested in learning more about configuring and enabling Standard Metrics in CRM. You can start here:

• Vault CRM Standard Metrics
• Selecting a Call Channel
• Restricting Call Channels
• Auto-Populating the Call Channel

Flight Simulator

Let’s practice! Now that you’ve learned how to use Standard Metrics, try this exercise in your sandbox Vault CRM instance.

Challenge - Restrict Call Channel Options

Let’s say the compliance leader for your organization asks you to ensure users cannot record calls for the Chat and Text or Other channels. You'll need to restrict these channels from the call report.

To restrict call channel options:

• Navigate to Business Admin > Objects > Veeva Settings.
• Enter a double semicolon delimited list of the restricted options, without spaces, in the restricted_call_channels__v Veeva Setting. The list must start and end with a set of double semicolons. For example: ;;other__v;;message__v;;