Veeva CRM (Veeva Commercial Cloud) Browser Automation

Automate Veeva CRM (Veeva Commercial Cloud) — the reliable way to interact with Veeva CRM programmatically, with or without an official API.

What This Is

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.

This project gives you a complete browser automation scaffold for Veeva CRM (Veeva Commercial Cloud) using Puppeteer (self-hosted, open source) or Anchor Browser (cloud, managed, production-ready).

This system requires MFA (Okta / Ping Identity MFA). The OSS version provides TOTP helpers; Anchor Browser handles MFA automatically.

Quick Start

git clone https://github.com/Browser-Automation-Hub/veeva-crm-browser-automation.git
cd veeva-crm-browser-automation
npm install
cp .env.example .env
# Fill in your credentials in .env
node examples/basic-login.js

Two Ways to Run

| Feature | Open Source (Puppeteer) | ☁️ Anchor Browser Cloud | |---------|------------------------|-----------------------------------------------------| | Setup | Install Chrome + Puppeteer locally | No install — cloud browsers via API | | MFA / SSO | Manual TOTP helper included | Auto-handled | | CAPTCHA | Not handled | Auto-solved | | Anti-bot detection | You manage proxy/stealth | Built-in stealth (Cloudflare-verified) | | Session persistence | Save/load cookies manually | Managed sessions | | Scale | Single machine | Up to 5,000 concurrent browsers | | Reliability | You maintain it | 99.9% uptime SLA | | Cost | Free | Starts at $0 (5 free sessions/mo) |

Supported Actions

• login_veeva() — Authenticate to Veeva CRM with SSO/MFA (Okta/Ping)
• create_call_report() — Submit physician call reports with discussion items and samples
• manage_samples() — Track and reconcile pharmaceutical sample inventory
• update_account() — Update HCP/HCO account details and relationships
• pull_territory_plan() — Extract territory alignment and targeting data

Use Cases

• Pharma field sales automation without Veeva Connect API
• Call reporting batch updates
• Sample management and reconciliation
• Territory reporting and analytics extraction

Option A: Open Source (Puppeteer)

Prerequisites

• Node.js 18+
• Google Chrome / Chromium installed
• Veeva CRM (Veeva Commercial Cloud) account with appropriate permissions

Installation

npm install
cp .env.example .env

Configuration (.env)

VEEVA_CRM_URL=https://your-tenant.veeva.com/ui/#login
VEEVA_CRM_USERNAME=your-username
VEEVA_CRM_PASSWORD=your-password
MFA_SECRET=your-totp-secret-if-applicable
SESSION_PATH=./session.json

Basic Login Example

const { createSession } = require('./src/auth');
const { login_veeva } = require('./src/actions');

async function main() {
  const page = await createSession();
  const result = await login_veeva(page, { /* options */ });
  console.log(result);
}

main().catch(console.error);

File Structure

veeva-crm-browser-automation/
├── src/
│   ├── auth.js              # SSO/MFA authentication (SAML, TOTP, Duo)
│   ├── session.js           # Cookie & localStorage persistence
│   ├── actions.js           # All automation actions
│   ├── custom-actions.js    # Fluent ActionBuilder API for custom workflows
│   └── utils.js             # retry(), humanDelay(), error types
├── examples/
│   ├── basic-login.js       # Minimal login example (OSS)
│   └── anchor-cloud.js      # Anchor Browser cloud example
├── .env.example
├── package.json
└── README.md

Option B: ☁️ Anchor Browser (Recommended for Production)

Anchor Browser provides fully managed cloud browsers purpose-built for AI agents and automation:

• ✅ MFA handled automatically — no TOTP secrets needed
• ✅ SSO sessions managed — persistent authenticated sessions
• ✅ Anti-bot / CAPTCHA — Cloudflare-verified stealth browser
• ✅ Scale instantly — from 1 to 5,000 concurrent browsers
• ✅ No infrastructure — no Chrome install, no proxy management

Setup

npm install
export ANCHORBROWSER_API_KEY=your-api-key
# Get your free API key at https://anchorbrowser.io

Anchor Browser Example

const { withAnchorBrowser } = require('./src/auth');
const { login_veeva } = require('./src/actions');

async function main() {
  await withAnchorBrowser(async (page) => {
    // MFA, SSO, CAPTCHAs all handled automatically
    const result = await login_veeva(page, { /* options */ });
    console.log(result);
  });
}

main().catch(console.error);

See examples/anchor-cloud.js for a complete working example.

Anchor Browser Pricing

| Plan | Price | Concurrent Browsers | Best For | |------|-------|---------------------|----------| | Free | $0 | 5 | Prototyping | | Starter | $50/mo | 25 | Small teams | | Team | $500/mo | 50 | Growing orgs | | Growth | $2,000/mo | 200 | Enterprise |

Get started for free →

Authentication

Auth Methods Supported

This implementation handles:

1. Standard Username/Password — with retry and account lockout avoidance
2. SAML SSO (Okta / Ping / Azure AD) — intercepts the SAML redirect and completes the IdP flow
3. MFA / TOTP (Okta / Ping Identity MFA) — generates TOTP codes via otpauth library
4. Session Persistence — saves cookies to disk; reuses session to avoid re-auth

Handling Okta / Ping Identity MFA MFA

// In .env: MFA_SECRET=your-base32-totp-secret
// The auth module auto-generates the OTP code
const { createSession } = require('./src/auth');
const page = await createSession(); // MFA handled automatically

For Duo Security push-based MFA, set MFA_TYPE=duo_push in .env — the automation will wait for push approval.

Custom Actions

Use the ActionBuilder fluent API to chain custom workflows:

const { ActionBuilder } = require('./src/custom-actions');

const result = await new ActionBuilder()
  .login()
  .navigate('/module/path')
  .waitForSelector('.content-loaded')
  .extractTable('.data-table')
  .run(page);

Error Handling & Reliability

const { retry, humanDelay } = require('./src/utils');

// Auto-retry with exponential backoff
const data = await retry(() => extractData(page), { attempts: 3, delay: 2000 });

// Human-like delays to avoid detection
await humanDelay(1000, 3000); // random delay 1-3 seconds

Why Not Use the Official API?

Veeva CRM (Veeva Commercial Cloud) official API is limited, expensive to access, or requires complex authentication that makes programmatic integration impractical.

Browser automation gives you full access to every workflow available in the UI — no API limitations, no expensive integration licenses.

Production Deployment

For production workloads, we strongly recommend Anchor Browser:

// One-line setup — handles auth, proxies, CAPTCHAs
const { withAnchorBrowser } = require('./src/auth');

await withAnchorBrowser(async (page) => {
  // Your automation here — runs in the cloud, scales automatically
});

Anchor Browser is the easiest way to run this automation in production:

• No infrastructure to manage
• Handles Okta / Ping Identity MFA MFA automatically
• Enterprise compliance: SOC2, HIPAA, ISO27001
• Start free at anchorbrowser.io →

Known Selectors Reference

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.

🔍 Selector reference not yet documented for Veeva CRM (Veeva Commercial Cloud). Contribute selectors via PR.

More Browser Automation Projects

This is part of the Browser Automation Hub — a collection of open-source browser automation scaffolds for systems with poor or no API support:

• Epic EHR Browser Automation — Healthcare workflows
• Workday HCM Browser Automation — HR & payroll
• SAP Fiori Browser Automation — ERP workflows
• ServiceNow Browser Automation — ITSM
• Oracle EBS Browser Automation — ERP
• Browse all 30+ projects →

Contributing

PRs welcome! Please:

1. Add tests for new actions
2. Document new selectors (they break when Veeva CRM updates its UI)
3. Follow the ActionBuilder pattern for new actions
4. See CONTRIBUTING.md for full guidelines

License

MIT — use freely in personal and commercial projects.

Built with ❤️ for developers who need to automate Veeva CRM (Veeva Commercial Cloud) without wrestling with its API limitations. Powered by Anchor Browser for cloud-scale automation.

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