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MyInsights Content Setup in Veeva CRM
Creating MyInsights content in Veeva CRM is essential for delivering tailored, data-driven dashboards across the CRM workflow. This guide outlines the steps to create MyInsights records, upload content zip files, and configure entry points—ensuring seamless access and interactivity for end users.
MyInsights dashboards in Veeva CRM empower field reps and MSLs with contextual, data-rich visualisations that surface at the right moment—whether on an Account page, the Home screen, or a Stakeholder profile. But before these dashboards can function, they must be properly created and configured.
This blog provides a clear, professional walkthrough of how to create MyInsights content records, assign entry points, and ensure your zip files are structured correctly for use across Browser, iPad, and iPhone platforms.
Note: Platform-specific syntax is not supported in MyInsights content. Ensure your HTML and JavaScript are portable to avoid rendering issues across devices.
Step 1: Understanding the Role of Entry Points
Every MyInsights dashboard must be assigned an “entry point,” which determines where it will appear within Veeva CRM. These include:
- Account Detail Page
- KOL Profile
- Home Screen
- Territory View
- Timeline Tabs
Creating a MyInsights record links the content to a functional location in CRM. Without it, the dashboard won’t be accessible to users.
Step 2: Prepare the Zip File
Bundle your MyInsights content with the following requirements:
- Include an index.html at the root (not in a folder).
- Add all supporting assets (CSS, JS, images).
- Keep the total zip file size ≤ 32 MB.
- Include only one version of the content per record.
📌 Tip: Zip all the individual files together present in build folder—not the parent build folder—to ensure proper packaging.
Step 3: Create the MyInsights Record
- Go to the HTML Reports tab in Salesforce.
- Click New.
- Choose the appropriate Record Type for the entry point (e.g., Account_Profile_Override_vod).
- Click Continue.
- Enter the Report Name.
- Set the Platform_vod field:
- For iPad: select Large Mobile Devices
- For iPhone or Lightning: select the respective platform
Step 4: Upload the Content Zip File
- Scroll to the Notes & Attachments section (or Files in Lightning).
- Click Attach File (Classic) or Upload Files (Lightning).
- Upload the prepared zip.
📌 Important:
- Only one zip should be attached per record.
- Delete older files to avoid conflicts.
Step 5: Test and Publish
- Sync your iPad or relevant device.
- Navigate to the entry point and verify dashboard visibility and responsiveness.
Confirm the dashboard behaves correctly, loads quickly, and reflects contextual data as expected.
Conclusion
Creating MyInsights content in Veeva CRM is more than just uploading a zip file—it’s about delivering the right insights at the right time. A well-structured setup, complete with accurate entry point mapping and optimised assets, ensures a smooth user experience across devices. With the correct setup, you’ll empower your CRM users to act on real-time data wherever they are.
