To configure this feature:

1. Navigate to Business Admin > Picklists > Detail Group.
2. Select Detail Group.
3. Select Edit to add new Detail Groups.

   

To enable Detail Groups, add the picklist to the Email Template, Email Fragment, and Template Fragment document types.

1. Navigate to Admin > Content Setup > Document Properties.
2. Select each of the above document types.
3. Select Add > Existing Shared Property > Detail Group. You should only be able to select one value.
4. Navigate to Property Layout.
5. Select Product Information from the list.
6. Select Edit.
7. Reorder the list so Detail Group is first and Product is second.
8. Select Save.

Enabling Property Dependencies in Vault

Content admins in Vault can setup dependent picklists where specific products are grouped beneath specific Detail Groups to represent the Vault CRM Detail Group + Product relationships. This helps guarantee valid Detail Group + Product attributes are selected.

To setup Property Dependencies:

1. Navigate to Property Dependencies.
2. Click Add a New Property Dependency.
3. Select Controlled by Document Property.
4. Select the Type.
5. Repeat for Email Template, Email Fragment, Template Fragment.
6. Select Detail Group from the Property picklist.
7. Click OK.
8. Select the desired Detail Group from the picklist in the Condition section if property equals Detail Group.
9. Select Picklist from the first picklist under the Dependency Rules section.
10. Select Product from the next picklist.
11. Choose the list of products to associate with the selected Detail Group.

Defining the Product Detail Group Content

When loading new Approved Email content, there is a mandatory Product attribute that must be set for the document. Content admins can also define the Detail Group for the Vault document.

These Product and Detail Group attributes are used by the Approved Email solution to accurately align content to Vault CRM end users. The Product value corresponds to the Detail Product in Vault CRM and the Detail Group corresponds to the Detail Group in Vault CRM. If an end user is aligned to a specific Product and/or Detail Group (brand in some cases), then by default, the end user gains access to the approved Vault content aligned to that product.

Unless Multi-Product Approved Email Content is enabled, there can only be one Product and one Detail Group assigned to a single document. (Vault allows more than one Product to be assigned to a document, but this is not supported by Approved Email) Vault CRM uses an external ID matching scheme to accurately assign the Product/Detail Group references in Vault CRM, and the external IDs must be setup in advance in Vault and in Vault CRM.

Understanding the Language Property

The language property in Vault indicates the language in which the Vault document is written. This language value is passed to Vault CRM via the integration service and is used in language filtering by the end users of the Approved Email solution. In addition to displaying the language of the document in Vault CRM, if loaded, the preferred language also displays for each recipient during the send email process. In this case end users are able to compare the preferred languages of one recipient to another and ultimately to the language of the document. This helps the end user understand if the best version of the content from a language perspective is sent to the selected recipients.