{"_id":"@browser-automation-hub/veeva-crm-browser-automation","name":"@browser-automation-hub/veeva-crm-browser-automation","dist-tags":{"latest":"1.0.0"},"versions":{"1.0.0":{"name":"@browser-automation-hub/veeva-crm-browser-automation","version":"1.0.0","description":"Browser automation for Veeva CRM — automate pharma field sales, call reporting, and key account management","main":"src/actions.js","scripts":{"start":"node examples/basic-login.js","start:cloud":"node examples/anchor-cloud.js","test":"node -e \"require('./src/auth'); require('./src/actions'); require('./src/utils'); console.log('✓ All modules load correctly')\""},"keywords":["veeva-crm","veeva-commercial-cloud","pharma-automation","life-sciences","crm-automation","browser-automation","puppeteer","playwright","anchor-browser","nodejs"],"license":"MIT","dependencies":{"puppeteer":"^21.0.0","dotenv":"^16.0.0","otpauth":"^9.0.0"},"engines":{"node":">=18.0.0"},"repository":{"type":"git","url":"git+https://github.com/Browser-Automation-Hub/veeva-crm-browser-automation.git"},"homepage":"https://github.com/Browser-Automation-Hub/veeva-crm-browser-automation#readme","bugs":{"url":"https://github.com/Browser-Automation-Hub/veeva-crm-browser-automation/issues"},"publishConfig":{"access":"public"},"_id":"@browser-automation-hub/veeva-crm-browser-automation@1.0.0","_nodeVersion":"23.5.0","_npmVersion":"10.9.2","dist":{"integrity":"sha512-OYVkyDiNTlOBSKzNWxE4H6pwYOuKoZavD7XZwJeDP4CmZ54q36iPEdtXskuy9Q9QgV8iVLVjnzMU9fMB9Uer1w==","shasum":"5583b809bede18180a7e4d8d67fcac08e2d488ae","tarball":"https://registry.npmjs.org/@browser-automation-hub/veeva-crm-browser-automation/-/veeva-crm-browser-automation-1.0.0.tgz","fileCount":3,"unpackedSize":12181,"signatures":[{"keyid":"SHA256:DhQ8wR5APBvFHLF/+Tc+AYvPOdTpcIDqOhxsBHRwC7U","sig":"MEUCIQDP3TkbCteudn+5Iewe9NNkOscbnGr9KLwaPsnvtcY2cAIgeN29Pz4XiJ5+mGrXK5+k+1WyOZoC+bUQbMejyc8nsPk="}]},"_npmUser":{"name":"browser-automation-hub","email":"idan@anchorbrowser.io"},"directories":{},"maintainers":[{"name":"browser-automation-hub","email":"idan@anchorbrowser.io"}],"_npmOperationalInternal":{"host":"s3://npm-registry-packages-npm-production","tmp":"tmp/veeva-crm-browser-automation_1.0.0_1773579593017_0.7646886291661368"},"_hasShrinkwrap":false}},"time":{"created":"2026-03-15T12:59:52.888Z","1.0.0":"2026-03-15T12:59:53.158Z","modified":"2026-03-15T12:59:53.419Z"},"maintainers":[{"name":"browser-automation-hub","email":"idan@anchorbrowser.io"}],"description":"Browser automation for Veeva CRM — automate pharma field sales, call reporting, and key account management","homepage":"https://github.com/Browser-Automation-Hub/veeva-crm-browser-automation#readme","keywords":["veeva-crm","veeva-commercial-cloud","pharma-automation","life-sciences","crm-automation","browser-automation","puppeteer","playwright","anchor-browser","nodejs"],"repository":{"type":"git","url":"git+https://github.com/Browser-Automation-Hub/veeva-crm-browser-automation.git"},"bugs":{"url":"https://github.com/Browser-Automation-Hub/veeva-crm-browser-automation/issues"},"license":"MIT","readme":"# Veeva CRM (Veeva Commercial Cloud) Browser Automation\n[![npm](https://img.shields.io/npm/v/@browser-automation-hub%2Fveeva-crm-browser-automation.svg)](https://www.npmjs.com/package/@browser-automation-hub/veeva-crm-browser-automation)\n\n> Automate Veeva CRM (Veeva Commercial Cloud) — the reliable way to interact with Veeva CRM programmatically, with or without an official API.\n\n[![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](LICENSE)\n[![Node.js](https://img.shields.io/badge/Node.js-18+-green.svg)](https://nodejs.org)\n[![Puppeteer](https://img.shields.io/badge/Puppeteer-21+-orange.svg)](https://pptr.dev)\n[![Anchor Browser](https://img.shields.io/badge/AnchorBrowser-Cloud%20Ready-purple.svg)](https://anchorbrowser.io)\n![Difficulty: 🟡 Medium](https://img.shields.io/badge/Difficulty-medium-yellow.svg)\n\n<!-- keywords: veeva crm automation, veeva commercial cloud, veeva api alternative, veeva crm browser automation, pharma crm automation, life sciences crm automation, field sales automation -->\n\n## What This Is\n\n**Veeva CRM (Veeva Commercial Cloud)** (Life Sciences CRM) is notoriously difficult to automate via its official API — limited endpoints, complex authentication (Okta / Ping / Azure AD), and browser-only workflows make traditional API integration a pain.\n\nThis project gives you a **complete browser automation scaffold** for Veeva CRM (Veeva Commercial Cloud) using Puppeteer (self-hosted, open source) or [Anchor Browser](https://anchorbrowser.io) (cloud, managed, production-ready).\n\nThis system requires **MFA** (Okta / Ping Identity MFA). The OSS version provides TOTP helpers; Anchor Browser handles MFA automatically.\n\n## Quick Start\n\n```bash\ngit clone https://github.com/Browser-Automation-Hub/veeva-crm-browser-automation.git\ncd veeva-crm-browser-automation\nnpm install\ncp .env.example .env\n# Fill in your credentials in .env\nnode examples/basic-login.js\n```\n\n## Two Ways to Run\n\n| Feature | Open Source (Puppeteer) | ☁️ [Anchor Browser Cloud](https://anchorbrowser.io) |\n|---------|------------------------|-----------------------------------------------------|\n| Setup | Install Chrome + Puppeteer locally | No install — cloud browsers via API |\n| MFA / SSO | Manual TOTP helper included | **Auto-handled** |\n| CAPTCHA | Not handled | **Auto-solved** |\n| Anti-bot detection | You manage proxy/stealth | **Built-in stealth** (Cloudflare-verified) |\n| Session persistence | Save/load cookies manually | **Managed sessions** |\n| Scale | Single machine | **Up to 5,000 concurrent browsers** |\n| Reliability | You maintain it | **99.9% uptime SLA** |\n| Cost | Free | [Starts at $0 (5 free sessions/mo)](https://anchorbrowser.io) |\n\n## Supported Actions\n\n- `login_veeva()` — Authenticate to Veeva CRM with SSO/MFA (Okta/Ping)\n- `create_call_report()` — Submit physician call reports with discussion items and samples\n- `manage_samples()` — Track and reconcile pharmaceutical sample inventory\n- `update_account()` — Update HCP/HCO account details and relationships\n- `pull_territory_plan()` — Extract territory alignment and targeting data\n\n## Use Cases\n\n- Pharma field sales automation without Veeva Connect API\n- Call reporting batch updates\n- Sample management and reconciliation\n- Territory reporting and analytics extraction\n\n---\n\n## Option A: Open Source (Puppeteer)\n\n### Prerequisites\n\n- Node.js 18+\n- Google Chrome / Chromium installed\n- Veeva CRM (Veeva Commercial Cloud) account with appropriate permissions\n\n### Installation\n\n```bash\nnpm install\ncp .env.example .env\n```\n\n### Configuration (`.env`)\n\n```env\nVEEVA_CRM_URL=https://your-tenant.veeva.com/ui/#login\nVEEVA_CRM_USERNAME=your-username\nVEEVA_CRM_PASSWORD=your-password\nMFA_SECRET=your-totp-secret-if-applicable\nSESSION_PATH=./session.json\n```\n\n### Basic Login Example\n\n```javascript\nconst { createSession } = require('./src/auth');\nconst { login_veeva } = require('./src/actions');\n\nasync function main() {\n  const page = await createSession();\n  const result = await login_veeva(page, { /* options */ });\n  console.log(result);\n}\n\nmain().catch(console.error);\n```\n\n### File Structure\n\n```\nveeva-crm-browser-automation/\n├── src/\n│   ├── auth.js              # SSO/MFA authentication (SAML, TOTP, Duo)\n│   ├── session.js           # Cookie & localStorage persistence\n│   ├── actions.js           # All automation actions\n│   ├── custom-actions.js    # Fluent ActionBuilder API for custom workflows\n│   └── utils.js             # retry(), humanDelay(), error types\n├── examples/\n│   ├── basic-login.js       # Minimal login example (OSS)\n│   └── anchor-cloud.js      # Anchor Browser cloud example\n├── .env.example\n├── package.json\n└── README.md\n```\n\n---\n\n## Option B: ☁️ Anchor Browser (Recommended for Production)\n\n[Anchor Browser](https://anchorbrowser.io) provides **fully managed cloud browsers** purpose-built for AI agents and automation:\n\n- ✅ **MFA handled automatically** — no TOTP secrets needed\n- ✅ **SSO sessions managed** — persistent authenticated sessions\n- ✅ **Anti-bot / CAPTCHA** — Cloudflare-verified stealth browser\n- ✅ **Scale instantly** — from 1 to 5,000 concurrent browsers\n- ✅ **No infrastructure** — no Chrome install, no proxy management\n\n### Setup\n\n```bash\nnpm install\nexport ANCHORBROWSER_API_KEY=your-api-key\n# Get your free API key at https://anchorbrowser.io\n```\n\n### Anchor Browser Example\n\n```javascript\nconst { withAnchorBrowser } = require('./src/auth');\nconst { login_veeva } = require('./src/actions');\n\nasync function main() {\n  await withAnchorBrowser(async (page) => {\n    // MFA, SSO, CAPTCHAs all handled automatically\n    const result = await login_veeva(page, { /* options */ });\n    console.log(result);\n  });\n}\n\nmain().catch(console.error);\n```\n\nSee `examples/anchor-cloud.js` for a complete working example.\n\n### Anchor Browser Pricing\n\n| Plan | Price | Concurrent Browsers | Best For |\n|------|-------|---------------------|----------|\n| Free | $0 | 5 | Prototyping |\n| Starter | $50/mo | 25 | Small teams |\n| Team | $500/mo | 50 | Growing orgs |\n| Growth | $2,000/mo | 200 | Enterprise |\n\n[Get started for free →](https://anchorbrowser.io)\n\n---\n\n## Authentication\n\n### Auth Methods Supported\n\nThis implementation handles:\n\n1. **Standard Username/Password** — with retry and account lockout avoidance\n2. **SAML SSO** (Okta / Ping / Azure AD) — intercepts the SAML redirect and completes the IdP flow\n3. **MFA / TOTP** (Okta / Ping Identity MFA) — generates TOTP codes via `otpauth` library\n4. **Session Persistence** — saves cookies to disk; reuses session to avoid re-auth\n\n### Handling Okta / Ping Identity MFA MFA\n\n```javascript\n// In .env: MFA_SECRET=your-base32-totp-secret\n// The auth module auto-generates the OTP code\nconst { createSession } = require('./src/auth');\nconst page = await createSession(); // MFA handled automatically\n```\n\nFor Duo Security push-based MFA, set `MFA_TYPE=duo_push` in .env — the automation will wait for push approval.\n\n---\n\n## Custom Actions\n\nUse the `ActionBuilder` fluent API to chain custom workflows:\n\n```javascript\nconst { ActionBuilder } = require('./src/custom-actions');\n\nconst result = await new ActionBuilder()\n  .login()\n  .navigate('/module/path')\n  .waitForSelector('.content-loaded')\n  .extractTable('.data-table')\n  .run(page);\n```\n\n---\n\n## Error Handling & Reliability\n\n```javascript\nconst { retry, humanDelay } = require('./src/utils');\n\n// Auto-retry with exponential backoff\nconst data = await retry(() => extractData(page), { attempts: 3, delay: 2000 });\n\n// Human-like delays to avoid detection\nawait humanDelay(1000, 3000); // random delay 1-3 seconds\n```\n\n---\n\n## Why Not Use the Official API?\n\nVeeva CRM (Veeva Commercial Cloud) official API is limited, expensive to access, or requires complex authentication that makes programmatic integration impractical.\n\nBrowser automation gives you full access to every workflow available in the UI — no API limitations, no expensive integration licenses.\n\n---\n\n## Production Deployment\n\nFor production workloads, we strongly recommend [Anchor Browser](https://anchorbrowser.io):\n\n```javascript\n// One-line setup — handles auth, proxies, CAPTCHAs\nconst { withAnchorBrowser } = require('./src/auth');\n\nawait withAnchorBrowser(async (page) => {\n  // Your automation here — runs in the cloud, scales automatically\n});\n```\n\n**Anchor Browser** is the easiest way to run this automation in production:\n- No infrastructure to manage\n- Handles Okta / Ping Identity MFA MFA automatically\n- Enterprise compliance: SOC2, HIPAA, ISO27001\n- [Start free at anchorbrowser.io →](https://anchorbrowser.io)\n\n---\n\n## Known Selectors Reference\n\n> These CSS selectors were observed in Veeva CRM (Veeva Commercial Cloud) web interfaces. Enterprise applications update their UIs — verify against your specific instance and submit PRs when selectors break.\n\n> 🔍 Selector reference not yet documented for Veeva CRM (Veeva Commercial Cloud). [Contribute selectors via PR](https://github.com/Browser-Automation-Hub/veeva-crm-browser-automation/pulls).\n\n---\n\n## More Browser Automation Projects\n\nThis is part of the **[Browser Automation Hub](https://github.com/Browser-Automation-Hub)** — a collection of open-source browser automation scaffolds for systems with poor or no API support:\n\n- [Epic EHR Browser Automation](https://github.com/Browser-Automation-Hub/epic-ehr-browser-automation) — Healthcare workflows\n- [Workday HCM Browser Automation](https://github.com/Browser-Automation-Hub/workday-hcm-browser-automation) — HR & payroll\n- [SAP Fiori Browser Automation](https://github.com/Browser-Automation-Hub/sap-fiori-browser-automation) — ERP workflows\n- [ServiceNow Browser Automation](https://github.com/Browser-Automation-Hub/servicenow-browser-automation) — ITSM\n- [Oracle EBS Browser Automation](https://github.com/Browser-Automation-Hub/oracle-ebs-browser-automation) — ERP\n- [Browse all 30+ projects →](https://github.com/Browser-Automation-Hub)\n\n## Contributing\n\nPRs welcome! Please:\n1. Add tests for new actions\n2. Document new selectors (they break when Veeva CRM updates its UI)\n3. Follow the `ActionBuilder` pattern for new actions\n4. See [CONTRIBUTING.md](CONTRIBUTING.md) for full guidelines\n\n## License\n\nMIT — use freely in personal and commercial projects.\n\n---\n\n*Built with ❤️ for developers who need to automate Veeva CRM (Veeva Commercial Cloud) without wrestling with its API limitations. Powered by [Anchor Browser](https://anchorbrowser.io) for cloud-scale automation.*\n\n*⭐ Star this repo if it saves you time! [Browse all automation projects →](https://github.com/Browser-Automation-Hub)*\n","readmeFilename":"README.md","_rev":"1-96b254029c2e7c8ff7254d17ba012e6b"}