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Enhancing MyInsights Dashboards with Deep Linking and Location Intelligence
Want to make your MyInsights dashboards more interactive and context-aware? This blog explores how Deep Linking and Location Services can transform user workflows in Veeva CRM—empowering field teams with smarter navigation and real-time proximity insights. Discover how these features can reduce navigation time and improve user engagement, and learn how to implement them seamlessly into your CRM workflows.
In the fast-paced world of pharmaceutical sales and field operations, time and context are everything. Veeva MyInsights dashboards already offer real-time data visualisation—but what if you could take it a step further? By integrating MyInsights Deep Linking and Location Services, developers can create dashboards that not only inform but also guide users to the next best action. These features enable field teams to make smarter decisions, optimise their schedules, and enhance customer interactions. This blog explores how to implement these features and why they matter for CRM efficiency.
What Is MyInsights Deep Linking ?
Deep Linking allows users to jump directly from a MyInsights dashboard to specific CRM records or features—like scheduling a call, viewing an account, or launching CLM content.
1. Key Benefits:
- Reduces navigation time.
- Improves user engagement.
- Enables seamless transitions between insights and actions.
2. Supported Actions Include:
- Viewing record details (e.g., Account, Order, Medical Inquiry).
- Creating new records (e.g., Call, Approved Email).
- Navigating to specific sections within a record.
3. Implementation Tip: Use the viewRecord(configObject) or newRecord(configObject) methods from the MyInsights JavaScript Library. Ensure users have the necessary permissions for the target object.
4. Unsupported Entry Points: Deep Linking is not supported for the Call, Inventory Monitoring, or Order Management entry points.
5. Full List of Supported Objects:
- Creating record details using newRecord(configObject) :
- Call
- Order
- Inventory Monitoring
- Medical Insight
- Medical Inquiry
- Approved Email
- Viewing record details using viewRecord(configObject) :
- Account
- Order
- Inventory Monitoring
- Account Plan
- Plan Tactics
- Account Tactics
- Call
- Action Items
- Call Objective
- Medical Event
- Survey Target
- Medical Insight
- Medical Inquiry
- Approved Email
- SWOTs and Goals
- Custom Objects
6. Linking users to a different section within the current context using viewSection(configObject).
7. Browser-Specific Requirements: Content developers must use the myInsightsV2 Lightning Web Component when using Deep Linking to link to a specific page in Browser. The myInsightsV2 Lightning Web Component cannot be placed within a container, such as a Salesforce tab, for the navigation to work.
8. Multi-Object Actions:
- CLM: Browser and iPad users can launch the CLM media library for a specific HCP or launch a specific presentation from MyInsights.
- Suggestions: All suggestion actions including Dismiss, Mark as Complete, and Execute, can be performed directly from MyInsights.
- Scheduling Calls: Schedule calls directly from the MyInsights page. Users can select multiple accounts then open them in the My Schedule Week View to schedule calls for each. Call Planning must be configured and users must have the appropriate permissions for Call Planning to use this feature. Only the Week View is available.
9. Unsupported Functions on the Call Report:
- newRecord(configObject)
- viewRecord(configObject)
- executeSuggestionAction(SuggestionId,actionType)
- launchMediaForAccount(account, presentationId, keyMessageMediaFileName)
- sendToMySchedule(configObject)
Requesting Location in MyInsights Dashboards
Location-based intelligence helps field reps plan their day more effectively by showing nearby accounts and optimising travel routes.
How It Works:
- The dashboard requests the device’s current location
- Displays a list of nearby accounts with distance metrics
- Allows sorting and filtering based on proximity
Developer Notes:
- Requires user permission to access location
- Works on iPad, iPhone, and Browser
- Refreshing the dashboard updates the location data
Use Case Example: A rep opens their MyInsights dashboard in the morning and sees a map of nearby HCPs. They can drag and drop accounts into their schedule based on distance and availability.
Viewing MyInsights Content with Location Requests:
Developers can use the MyInsights JavaScript Library to create or modify MyInsights content. To view MyInsights content requesting the device’s current location:
- Enable location services on the device.
- Ensure the device has internet connection.
- After launching Veeva CRM and navigating to the MyInsights content for the first time, select Yes when a popup displays with a request for Veeva CRM to access the current location.
- If users move locations, they can refresh the content to view their updated location by navigating away from and back to the MyInsights tab.
Combining Deep Linking and Location for Maximum Impact
When used together, these features create a powerful user experience:
- Scenario: A rep sees nearby accounts sorted by distance → selects one → deep links into the Account Timeline → schedules a call.
- Result: Fewer clicks, faster planning, and more meaningful interactions.
Best Practices:
- Use clear call-to-action buttons (e.g., “View Account”, “Schedule Call”)
- Test across devices for consistent behavior
- Ensure fallback behavior if location is denied or unavailable
Conclusion
Deep Linking and Location Services are more than just technical add-ons—they’re enablers of smarter, faster, and more intuitive CRM workflows. By embedding these features into your MyInsights dashboards, you empower users to act on insights in real time, with minimal friction. For IT professionals building next-gen pharma tools, this is a leap toward true field force enablement.
