To configure this feature:

1. Ensure the New Content Supply Chain Country Integration and PromoMats/Medical-CRM Country Integration are active. See About the PromoMats-CRM Connection for more information.
2.  Ensure the following features are configured:
   • Call Reporting
   • Medical Discussions (if using with Call Reporting)
3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the appropriate permission set.
5. Select the Objects tab.
6. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   vault_clinical_study__v	R	All Object Types	modified_date__v study_recruitment_status__v vault_clinical_product__v	Read
   vault_clinical_study_country__v	R	All Object Types	country__v lifecycle_state__v link__sys modified_date__v name__v status__v study__v	Read
   vault_clinical_site__v	R	All Object Types	modified_date__v study_country__v site_recruitment_status__v site_name__v site_status__v vault_clinical_study__v	Read
   connection_settings__v	RE	clinical_connection_settings__v	clinical_person_identifier__v crm_account_identifier__v	Edit
   call2_discussion__v	RE	All Object Types	study_country__v	Edit
   medical_discussion__v	RE	All Object Types	study_country__v	Edit

7. Navigate to Admin > Objects > connection_settings__v.
   • Ensure the Display in Business Admin check box is selected on the Details tab
   • Select the Layouts tab
   • Create a layout for the clinical_connection_settings__v object type
   • Select Done
8. Select the Object Types tab.
   • Ensure the clinical_connection_settings__v object type is enabled for the clinical_person_identifier__v and crm_account_identifier__v fields
9. Navigate to Business Admin > Objects > connection__settings__v.
   • Select Create
   • Select Clinical Connection Setting
   • Select Continue
   • Populate the following fields to map person and account matching keys:
   • Clinical Person Identifier - ID field on the Person object in the Vault Clinical Operations application
   • CRM Account Identifier - ID field on the account__v object that is used for matching a person from Vault Clinical Operations. For example, account__v.veevaid__v

     A valid 1:1 match between the Clinical Person Identifier and CRM Account Identifier is required. If multiple matches or no matches are found, the record is skipped.

10. Select the applicable territories and country values from the Country Filter pick list to activate standard country-matching filters.

    It is recommended that Country Match is always used if operating a global ClinOps Vault connected to regional CRM Vaults. For example, this prevents European CRMs from displaying US-only clinical activities.

11. Select Save.
12. Navigate to Business Admin > Objects > vmobile_object_configuration__v.
    • Ensure VMOCs are enabled for the following objects for the appropriate platforms:
    • vault_clinical_study__v
    • vault_clinical_study_country__v
    • vault_clinical_site__v
13. Complete the required configuration steps in Vault Clinical. For more information, see Configuring the Clinical Operations to Medical CRM Connection.

TheVault Clinical Operations - Vault CRM Connection exchanges the following data:

• From Vault Clinical to Vault CRM:
• Vault Clinical activities - pushed into Vault CRM as Call records.
• Clinical Study information - pushed into Vault CRM as study data on Call records. Admins can also view this information from the Clinical Studies tab.
• Clinical Site information - pushed into Vault CRM as study site data on Call records. Admins can also view this information from the Clinical Sites tab.
• Study Country
• From Vault CRM to Vault Clinical:
• Call Report records (Includes call discussions and medical discussions) - pushed from Vault CRM and created as Medical Activities in Vault Clinical

This connection allows MSLs to view medical activity information about an HCP in Vault CRM with both Vault Clinical details and Vault CRM activities displayed. MSLs select a record to view the Study, Study Country, and Study Site discussed.

MSLs can also view clinical interactions in the Vault CRM Account Timeline. When a Clinical Research Associate (CRA) logs an activity in Vault Clinical, the activity automatically displays on the HCP's Account Timeline in Vault CRM. These records have the object type vault_clinical_interaction__v.

MSLs send call report data to Vault Clinical to provide CRAs with valuable Vault CRM medical information.

To send call report data to Clinical Operations:

1. Create a call report in Vault CRM.
2. Add a Medical Discussion or Call Discussion.
3. Ensure a relevant Study Country is selected.
4. Select the Send to Vault Clinical check box.
5. Select Save. The system sends a notification to Vault Clinical to pull the data. The Send to Vault Clinical check box on the record becomes read-only and cannot be deselected.