CRM Admin Helper

Productivity tools for Vault CRM admins - API badges, record editing, metadata export (CSV/XLSX/JSON), bulk import and search.

CRM Admin Helper is an independent third party extension. It is not affiliated with, endorsed, sponsored, or supported by Veeva Systems Inc. Veeva and Vault are registered trademarks of Veeva Systems Inc., and are used solely to identify platform compatibility. Overview: CRM Admin Helper is a Chrome side panel extension built for Veeva Vault CRM administrators. It helps admins inspect records, understand field metadata, export data, search Vault objects, and run safer bulk imports directly from their active Vault session. Key features: - Display API name badges directly on Vault pages. - Open a Data Panel with field labels, API names, types, values, and editable fields. - Search objects, fields, labels, and Vault record IDs. - Export metadata or record data as CSV, XLSX, or JSON. - Work with Core CRM - Work with Event-related tabs using filters, column selection, inline editing, and export. - Import records with mapping, preview, dry-run validation, progress logs, XLSX reports, and rollback support. - Use readable picklist, boolean, lookup, and object values where possible. Privacy and security: - Runs locally in the browser. - No telemetry. - No external server. - No credentials stored. - Supports `veevavault.com` only. Technical notes: - Chrome Manifest V3. - Vault REST API v26.1. - Side panel extension. - XLSX exports include formula injection protection. - Vault object names, field names, IDs, and API calls are validated before use. Disclaimer: This tool is provided without guarantees. Use it at your own risk and test changes in a sandbox environment first. You are responsible for ensuring your use complies with your company policies and applicable platform rules. This is a personal side project built by a fellow Veeva Vault CRM admin. Feedback is welcome to help improve it.