Vault Platform R&D

Vault Platform Configuration Track

This learning track covers advanced configuration of Objects, Documents, Lifecycles, & Workflows plus how to load bulk data.

Vault Platform Configuration Track
Overview

For IT Administrators and those in technical roles

Vault Platform Configuration Track
Course Overview

This track brings together the business administrator track and system administrator track along with additional configuration specialist courses

Who should attend

For those who are responsible for configuring and maintaining core Vault platform functionality including document and object workflows, security configuration and data load

Duration

In addition to the business administrator track and system administrator track, there are 4 specialist courses, each course lasting 5-6hrs

Prerequisite Descriptions

Attendance or completion of the Vault Platform Business Administrator and System Administrator Track

Included in this track

  • Vault Platform R&D

    Vault Platform Object Workflow and Security Configuration Course

    Create-configure-enable Object Lifecycles, Workflows, DAC...

    Description

    Master the configuration of Object lifecycles, workflows, and dynamic access control (DAC) in Vault.

  • Vault Platform R&D

    Vault Platform Data Load and Configuration Migration Course

    Plan-execute-validate document bulk data loads data & config

    Description

    Use Vault Loader to bulk load Objects, Documents, and associated metadata; migrate configuration packages between Vaults.

  • Vault Platform R&D

    Vault Platform Associate Administrator Exam

    Validate Your Vault Skills!

    Description

    Validate Your Vault Skills! Pass the Associate Administrator Exam & become a certified Platform Associate.

  • Vault Platform R&D

    Vault Platform Workflow and Security Fundamentals Course

    Learn foundations of Vault Lifecycle, Workflow, and Security

    Description

    Analyze and design secure, compliant Lifecycles and Workflows to improve the quality and consistency of tasks executed in Vault.

  • Vault Platform R&D

    Vault Platform Document Workflow and Security Configuration Course

    Create-configure-enable Doc Lifecycles, Workflows, and DAC

    Description

    Master the configuration of Document lifecycles, workflows, and dynamic access control (DAC) in Vault.

  • Vault Platform R&D

    Vault Platform Business Administrator Course

    Organize|monitor|maintain docs-templates-data & reports

    Description

    Organize, monitor, and maintain documents, templates, data, user groups, picklists, and reports on behalf of business stakeholders.

  • Vault Platform R&D

    Vault Platform Fundamentals Course

    Build foundational Vault Platform skills

    Description

    Build foundational Vault Platform skills to effectively navigate views & search for records, modify data & documents, and use reports.

  • Vault Platform R&D

    Vault Platform System Administrator Course

    Configure custom security profiles|objects|documents & more

    Description

    Configure custom security profiles, objects, documents, and page layouts; troubleshoot lifecycle, workflow, and access control issues.

Frequently Asked Questions

Everything you want know.

Veeva training is available for Veeva customers, Veeva partners and employees.Don't meet these criteria - reach out to us at training@veeva.com.

If you wish to train a large team, Veeva can arrange a private class by request. Please contact us at training@veeva.com to discuss the details and set up a class tailored to your team’s needs.

Yes we offer volume discounts as follows and are automatically applied at checkout here on the website:

4-6 seats - 20%
7-9 seats - 30%
10+ seats - 35%
Volume discounts only apply to seats for the same track

Yes, a certificate of completion is provided with each training course. Check out our Certification Program here for details of the credentials we offer.

Individuals who are partners, contractors, or consultants of Veeva customers but not official Veeva partners must be pre-approved by Veeva and have an NDA in place with Veeva prior to course attendance. Please reach out to us at training@veeva.com

Only confirmed registrants may attend the training. Sharing the training event with a colleague is strictly prohibited.

You have a twelve-month period from purchase to complete your training. Class registrations are confirmed when billing/registrant information is received in full. If you need to cancel your training or reschedule a class, your request must be submitted via email to trainingregistration@veeva.com.

Yes - you can substitute your registered course without charge - please email us at trainingregistration@veeva.com and we can help

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