Systems in CLM

CLM involves communication between the following systems:

Vault CRM

On mobile devices, end users can display CLM content to accounts in Vault CRM on mobile devices. Key message information, duration of viewing, and additional customer-defined clickstreams are tracked to provide valuable statistics so marketers can gain insight into their targets and customers can continuously improve their content for maximum effectiveness.

Vault PromoMats/MedComms

Vault PromoMats and MedComms are cloud-based Content Management Systems enabling content admins to produce and manage various regulated documents, from development through marketing. For CLM, PromoMats/Medcomms provides the following:

• Content creation and storage system
• Content approval process
• Auto-packaging non-HTML content

CLM Content Components

CLM content is divided into the following components:

Key Messages (key_message__v)

Key messages contain the media and content of a presentation. Each key message represents a slide in a CLM presentation. The PromoMats/Medcomms equivalent of a key message is a multichannel slide.

CLM Presentation Slides (clm_presentation_slide__v)

CLM presentation slides are references to key messages, allowing key messages to be shared between multiple presentations.

CLM Presentations (clm_presentation__v)

CLM presentations contain and define the order of presentation slides. The equivalent of a CLM presentation in PromoMats/Medcomms is a Multichannel Presentation type binder.

To allow values in PromoMats/Medcomms to map over to the corresponding CRM fields, PromoMats/Medcomms admins must ensure the document fields are active for the Multichannel Slide document type. See Document Fields for a list of available fields on the Multichannel Slide document type. See Managing Document Fields for more information about using document fields. Ensure at least the following fields are activated:

• crm_keyword_v
• format__v
• ios_resolution_v

To configure CLM:

1. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   clm_presentation__v	CRED	n/a	approved__v default_presentation__v description__v directory__v end_date__v hidden__v mobile_id__v name__v presentation_id__v product__v start_date__v status__v vault_dns__v vault_doc_id__v vault_external_id__v vault_guid__v vault_last_modified_date_time__v vexternal_id__v version__v	Edit
   clm_presentation_slide__v	CRED	n/a	clm_presentation__v display_order__v external_id__v key_message__v mobile_id__v name__v sub_presentation__v vexternal_id__v	Edit
   directory__v	CRE	n/a	CreatedById display_Order__v external_id__v LastModifiedById level__v name__v object_type__v OwnerId parent_directory__v	Edit
   key_message__v	CRED	n/a	active__v cdn_path__v description__v detail_group__v ios_resolution__v keywords__v language__v media_file_name__v name__v product__v status__v slide_version__v vault_dns__v vault_doc_id__v vault_external_id__v vault_guid__v vault_last_modified_date_time__v vexternal_id__v	Edit
   product__v	CRE	n/a	vexternal_id__v	Edit

2. Grant access to the following pages:
   • CLM Administration
   • CRM PL1 Generic Page
   • CRM PL3 Generic Page
   • CRM Vault Metadata Sync
3. Grant access to the CRM Setup Tab Collection.
4. Grant access to the following tabs (under Content Setup):
   • CLM
   • CRM Vault Metadata
5. Grant access to the clmdetails_section__v object control on the call2__v object.

Designating Content Admins

An additional process is required to designate users as content admins:

1. Navigate to Admin > Configuration > Objects > User > Layouts.
2. Place the content_admin__v field on the appropriate user__sys layout.
3. Navigate to Business Admin > Objects > Users.
4. Edit the appropriate user__sys records.
5. Select the Content Admin check box.

   

6. Select Save.

Configuring Layouts

1. Place the clmdetails_section__v object control on the appropriate call2__v object layout.
2. Place the following fields on the clm_presentation__v layout:
   • approved__v
   • default_presentation__v
   • description__v
   • name__v
   • presentation_id__v
   • product__v
   • status__v – activate all picklist values
3. Place the following fields on the clm_presentation_slide__v object layout:
   • clm_presentation__v
   • display_order__v
   • key_message__v
   • Name
4. Place the following fields on the key_message__v object layout:
   • active__v
   • description__v
   • language__v
   • name__v
   • product__v
   • status__v – activate all picklist values
5. Ensure the clm_presentation_slide__v Related Object section is placed on the layouts for the following objects:
   • clm_presentation__v – include the CLM Presentation Slide Name, Key Message, and Display Order columns
   • key_message__v – include the CLM Presentation Slide Name, Key Message, and Display Order columns

   

6. Place the vexternal_id__v field on the product__v object layout.

Populating Veeva Messages

1. Populate the CLM_FILTER_FIELDS Veeva Message with a comma-delimited list of clm_presentation__v field names to display as filters, for example, product__v,custom_indication__c,custom_therapeutic_area__c.
2. Populate the CLM_PRESENTATION_GROUPING Veeva Message with a comma-delimited list of clm_presentation__v field names to group presentations.

Enabling Veeva Settings

1. Navigate to the Business Admin > Objects > Veeva Settings.
2. Select the appropriate veeva_settings__v record.
3. Enable the appropriate settings:

   Veeva Setting	Description
   clm_enable_auto_launch__v	Select this check box to enable presentations to launch directly from the media library and display the first slide.
   clm_highlighter_pen__v	Select this check box to enable the highlighter pen in the CLM media player.
   clm_select_account_preview_mode__v	Select this check box to enable users to select an account and create a call while previewing media in the CLM media player.
   multi_prod_user_defined_presentation__v	Select this check box to enable users to add key messages for multiple products to custom presentations.
   clm_presentation_grouping__v	Populate this text field with the CLM_PRESENTATION_GROUPING Veeva Message to defines possible groupings of CLM presentations in the media library.

Enabling Multichannel Settings

1. Navigate to the Business Admin > Objects > Multichannel Settings.
2. Select the appropriate multichannel_settings__v record.
3. Populate the clm_filter_fields__v Multichannel Setting with the CLM_FILTER_FIELDS Veeva Message.
4. Select the clm_laser_pointer__v Multichannel Setting check box.
5. Populate the custom_presentation_management__v Multichannel Setting with a value of 1.
6. Populate the media_search__v Multichannel Setting with a value of 1.

Veeva does not recommend using a Vault Owner or System Admin as an integration user. All CLM functionality is enabled for Vault Owners and System Admins by default, which may not be needed for an integration user.

To configure CLM for integration users, assign the CLM Integration User Permission Set to the appropriate security profiles, which includes:

• The following permissions:

  Object	Object Permission	Object Types	Fields	Field Permission
  clm_presentation__v	CRED	n/a	approved__v clm_presentation_status__v default_presentation__v description__v directory__v end_date__v hidden__v mobile_id__v name__v presentation_id__v product__v start_date__v status__v type__v vault_dns__v vault_doc_id__v vault_external_id__v vault_guid__v vault_last_modified_date_time__v vexternal_id__v version__v	Edit
  clm_presentation_slide__v	CRED	n/a	clm_presentation__v display_order__v external_id__v key_message__v mobile_id__v name__v sub_presentation__v vexternal_id__v	Edit
  directory__v	CRE	n/a	created_by__v modified_by__v	Read
  			display_order__v external_id__v level__v name__v object_type__v owner__v parent_directory__v	Edit
  key_message__v	CRED	n/a	active__v cdn_path__v description__v detail_group__v ios_resolution__v is_shared_resource__v key_message_status__v keywords__v language__v media_file_crc__v media_file_name__v media_file_size__v name__v product__v shared_resource__v status__v slide_version__v vault_dns__v vault_doc_id__v vault_external_id__v vault_guid__v vault_last_modified_date_time__v vexternal_id__v	Edit
  multichannel_settings__v	R	n/a	clm_content_search__v security_profile__v	Read

• The following pages:
• CLM Administration
• CRM PL1 Generic Page
• CRM PL3 Generic Page
• CRM Vault Metadata Sync
• The CRM Setup tab collection, which includes the following tabs (under Content Setup):
• CLM
• CRM Vault Metadata

To configure CLM for end users:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the permission set for the appropriate user profile.
3. Select the Application tab.
4. Grant Access permission for File Staging in the Vault Actions section.
5. Assign the CLM End User Permission Set to the appropriate security profiles, which includes:

   Object	Object Permission	Object Types	Fields	Field Permission
   call_clickstream__v	CRE	n/a	answer__v call__v clm_id__v key_message__v presentation_id__v product__v track_element_description__v	Edit
   call2_key_message__v	CRE	n/a	clm_id__v presentation_id__v	Read
   			clm_presentation_name__v key_message_name__v reaction__v share_channel__v	Edit
   clm_presentation__v	R	n/a	approved__v default_presentation__v description__v directory__v end_date__v hidden__v keywords__v mobile_id__v modified_date__v name__v ownerid__v presentation_id__v product__v start_date__v status__v type__v vault_external_id__v version__v	Read
   clm_presentation_slide__v	CRED	n/a	clm_presentation__v external_id__v modified_date__v name__v sub_presentation__v vexternal_id__v	Read
   			display_order__v key_message__v mandatory_slides__v mobile_id__v	Edit
   content_preference__v	CRED	clm_presentation_label__v clm_presentation_favorite__v	modified_date__v	Read
   			clm_presentation__v external_id__v label__v mobile_id__v object_type__v ownerid__v	Edit
   directory__v	CRE	clm__v	created_by__v display_order__v external_id__v modified_by__v modified_date__v level__v name__v object_type__v ownerid__v parent_directory__v	Read
   key_message__v	R	n/a	active__v cdn_path__v clm_id__v description__v detail_group__v ios_resolution__v is_shared_resource__v keywords__v language__v media_file_name__v modified_date__v name__v ownerid__v product__v shared_resource__v status__v vault_guid__v vault_external_id__v	Read
   message__v	R	n/a	modified_date__v ownerid__v	Read
   multichannel_activity_line__v	CRE	clm__v	name__v	Read
   			clm_presentation__v datetime__v duration__v event_type__v key_message__v key_message_vexternal_id__v mobile_id__v multichannel_activity__v object_type__v view_order__v	Edit
   multichannel_activity__v	CRE	clm__v	name__v	Read
   			media_preview__v mobile_id__v object_type__v start_datetime__v training__v call__v saved_for_later__v	Edit
   multichannel_settings__v	R	n/a	clm_content_search__v modified_date__v security_profile__v	Read
   my_setup_products__v	n/a	n/a	product__v	Read
   product_group__v	R	n/a	n/a	n/a
   product__v	R	n/a	name__v vexternal_id__v	Read

6. Navigate to Business Admin > Objects > Product Catalog.
7. Create my_setup_products__v records for all products aligned to end users. See Using the My Setup Tab for more information about using My Setup products.

Optionally, add a custom formula field on the clm_presentation_slide__v object with the value key_message__v__r.product__v__r.name__v, which makes it easier to review which products are included in a presentation from the Related Object section.

Activating VMOCs

1. Ensure the following VMOCs are active for the appropriate platforms and contain the appropriate WHERE clauses:

   Type of VMOC	Object	WHERE Clause
   Top Level	clm_presentation__v	n/a
   Top Level	clm_presentation_slide__v	n/a
   Full Sync	directory__v	n/a
   Full Sync	content_preference__v	n/a
   Full Sync	key_message__v	WHERE active__v = 'true' OR (active__v = 'false' AND modified_date__v >= LAST_DAYS:60)
   Full Sync	message__v	n/a
   Full Sync	multichannel_settings__v	WHERE application_profile__v = @@USER_APP_PROFILE_ID@@ OR (application_profile__v = null AND security_profile__v = null)

2. Activate a Related to Top Level VMOC for the call_clickstream__v object.