Supporting Multi-Product CLM Presentations

Content creators can assign multiple products to Multichannel Presentations (binders), Multichannel Slides, and document records created via auto-publishing. Multi-product content then generates in CRM as one clm_presentation__v and key_message__v record per assigned product, ensuring accurate product information is associated with each presentation. This prevents end user media libraries from being overcrowded and makes it easier for content creators to manage and maintain the content in PromotMats/Medcomms.

Each clm_presentation__v and key_message__v record in CRM associates with only one product, determined by their product__v fields. For example, if one Multichannel Presentation with one Multichannel Slide is assigned to five products in PromoMats/MedComms, five clm_presentation__v and key_message__v records are created in CRM, one for each product.

Who can use this feature?

  • iPad, iPhone, Windows Users
  • Users do not require an additional license
  • Content Admin Users, PromoMats/MedComms Admin Users

Configuring Multi-Product CLM Presentations for

To allow PromoMats/MedComms admins to assign multiple products or product groups to documents:

  1. Change the following fields to multi-select picklists:
    • crm_product__v
    • crm_product_group__v
  2. Add the following fields to the Multichannel Presentation and Multichannel Slide document types, along with document types configured for auto-publishing:
    • crm_product__v
    • crm_product_group__v
  • To configure multi-product CLM content for integration users in PromoMats/MedComms, grant Read field permission to the following fields on the Multichannel Presentation and Multichannel Slide document types, along with document types configured for auto-publishing:
    • crm_product__v
    • crm_product_group__v

    • To allow content admins to manage multi-product CLM content in CRM:

    1. Ensure Configuring CLM is complete.
    2. Ensure the CRM Vault Metadata Sync is configured.
    3. Navigate to Admin > Configuration > Objects.
    4. Ensure the Values must be unique check box in the Options section is deselected for the following fields:

      Object

      Field

      clm_presentation__v
      • presentation_id__v
      • vault_external_id__v
      key_message__v

      vault_external_id__v

    Assigning Multiple Products to CLM Content as

    CRM Products and CRM Product Groups can be added to CLM content via the corresponding picklists on the appropriate documents in PromoMats/MedComms.

    Each presentation and all of its slides must be assigned the same CRM Products and CRM Product Groups in PromoMats/MedComms. If a presentation or its slides are assigned to different CRM Products or CRM Product Groups, a CLM sync failure occurs and the entire presentation is not synced to CRM.

    To assign values to Multichannel Presentations (binders) and Multichannel Slides in PromoMats/MedComms:

    1. Navigate to the appropriate Multichannel Presentation record in PromoMats/MedComms.
    2. Select Edit.
    3. Populate the appropriate picklists:
      • crm_product__v
      • crm_product_group__v – Represents a pairing of a CRM Product and a CRM Detail Group
    4. Select Save.
    5. Navigate to each related Multichannel Slide record.
    6. Select Edit.
    7. Populate the appropriate picklists with the same values selected for the Multichannel Presentation record.

    To assign values to documents created via auto-publishing:

    1. Navigate to the appropriate document record in PromoMats/MedComms.
    2. Select Edit.
    3. Populate the appropriate picklists:
      • crm_product__v
      • crm_product_group__v – Represents a pairing of a CRM Product and a CRM Detail Group
    4. Select Save.

    Interaction of the Picklists

    When migrating content from single-product to multi-product, content creators should be aware of how the picklists interact using the examples below.

    The picklists interact to determine the values of the product__v and detail_group__v fields of the resulting clm_presentation__v and key_message__v records in CRM.

    Use the crm_product_group__v multi-select picklist to designate product-detail group pairs. Optionally, use the crm_product__v picklist to create records in CRM unaffiliated with a detail group.

    For example, your company has a multi-product CLM presentation with two slides assigned the CRM Products Product A and Product B. When the presentation is synced to CRM, two clm_presentation__v records and four key_message__v records are created:

    Input (PromoMats/MedComms)

    Output (CRM)
     

    CRM Products

    CRM Product Groups

    Product A Presentation

    Product B Presentation

    Multichannel Presentation
    • Product A
    • Product B

    n/a

    clm_presentation__v:

    • product__v = Product A
    • detail_group__v = blank

    clm_presentation__v:

    • product__v = Product B
    • detail_group__v = blank

    Multichannel Slide 1
    • Product A
    • Product B

    n/a

    key_message__v 1:

    • product__v = Product A
    • detail_group__v = blank

    key_message__v 1:

    • product__v = Product B
    • detail_group__v = blank

    Multichannel Slide 2
    • Product A
    • Product B

    n/a

    key_message__v 2:

    • product__v = Product A
    • detail_group__v = blank

    key_message__v 2:

    • product__v = Product B
    • detail_group__v = blank

    In another example, your company has a multi-product CLM presentation with two slides assigned the CRM Product Groups Product A-Detail Group A and Product B-Detail Group B. When the presentation is synced to CRM, two clm_presentation__v records and four key_message__v records are created:

    Input (PromoMats/MedComms)

    Output (CRM)
     

    CRM Products

    CRM Product Groups

    Product A Detail Group A Presentation

    Product B Detail Group B Presentation

    Multichannel Presentation

    n/a
    • Product A-Detail Group A
    • Product B-Detail Group B

    clm_presentation__v:

    • product__v = Product A
    • detail_group__v = Detail Group A

    clm_presentation__v:

    • product__v = Product B
    • detail_group__v = Detail Group B

    Multichannel Slide 1

    n/a
    • Product A-Detail Group A
    • Product B-Detail Group B

    key_message__v 1:

    • product__v = Product A
    • detail_group__v = Detail Group A

    key_message__v 1:

    • product__v = Product B
    • detail_group__v = Detail Group B

    Multichannel Slide 2

    n/a
    • Product A-Detail Group A
    • Product B-Detail Group B

    key_message__v 2:

    • product__v = Product A
    • detail_group__v = Detail Group A

    key_message__v 2:

    • product__v = Product B
    • detail_group__v = Detail Group B

    In a final example, your company has a multi-product CLM presentation with two slides assigned the CRM Products Product A and Product B and the CRM Product Groups Product A-Detail Group A and Product B-Detail Group A. When the presentation is synced to CRM, four clm_presentation__v records and eight key_message__v records are created:

    Input (PromoMats/MedComms)

    Output (CRM)
     

    CRM Products

    CRM Product Groups

    Product A Presentation

    Product B Presentation

    Product A Detail Group A Presentation

    Product B Detail Group A Presentation

    Multichannel Presentation
    • Product A
    • Product B
    • Product A-Detail Group A
    • Product B-Detail Group A

    clm_presentation__v:

    • product__v = Product A
    • detail_group__v = blank

    clm_presentation__v:

    • product__v = Product B
    • detail_group__v = blank

    clm_presentation__v:

    • product__v = Product A
    • detail_group__v = Detail Group A

    clm_presentation__v:

    • product__v = Product B
    • detail_group__v = Detail Group A

    Multichannel Slide 1
    • Product A
    • Product B
    • Product A-Detail Group A
    • Product B-Detail Group A

    key_message__v 1:

    • product__v = Product A
    • detail_group__v = blank

    key_message__v 1:

    • product__v = Product B
    • detail_group__v = blank

    key_message__v 1:

    • product__v = Product A
    • detail_group__v = Detail Group A

    key_message__v 1:

    • product__v = Product B
    • detail_group__v = Detail Group A

    Multichannel Slide 2
    • Product A
    • Product B
    • Product A-Detail Group A
    • Product B-Detail Group A

    key_message__v 2:

    • product__v = Product A
    • detail_group__v = blank

    key_message__v 2:

    • product__v = Product B
    • detail_group__v = blank

    key_message__v 2:

    • product__v = Product A
    • detail_group__v = Detail Group A

    key_message__v 2:

    • product__v = Product B
    • detail_group__v = Detail Group A

    Syncing Multi-Product CLM Presentations as

    When multi-product presentations are synced to CRM and created, each copy is stamped with a unique identifier (vexternal_id__v).

    Since CLM presentations in CRM created from one multi-product PromoMats/MedComms presentation may have the same presentation ID, the gotoSlide, gotoSlideV2, and launchSelector JavaScript methods use the product__v and detail_group__v values to navigate to the correct presentation. See the Developer Portal for more information.

    If a product is removed from a presentation, the sync expires the copy of the presentation, slides, and key messages created for that product. If the product is added back to the presentation, the expired records are recovered and relinked.

    If a new product is added to an existing presentation, the sync creates a copy of the presentation, slides, and key messages for that product.

    If a CRM product is added to an existing presentation with one PromoMats/MedComms product, and both products have the same external ID, the sync updates the existing presentation, slides, and key messages to reference the CRM product.

    Considerations

    • The CLM sync ignores any product__v records assigned to presentations in PromoMats/Medcomms when CRM Products and/or CRM Product Groups are added. Only presentations with multiple CRM Products and/or CRM Product Groups are copied in CRM.
    • The CLM sync ignores any CRM Detail Groups assigned to presentations when CRM Product Groups are added.
    • CRM Detail Groups can still be used for single-product content
    • The following information from CRM should display in PromoMats/Medcomms:
    • CRM Products
    • CRM Product Groups – Represents pairings of CRM Products and CRM Detail Groups
    • Multi-product presentations created via auto-publishing are supported
    • Multi-product presentations containing sub-presentations and shared resources are supported as long as one of the following is true:
    • There are no CRM Products or CRM Product Groups assigned to the sub-presentations and shared resources
    • All available CRM Products or CRM Product Groups are assigned to the sub-presentations and shared resources added to their linked presentations
    • Multi-product presentations with assigned CRM Products and/or CRM Product Groups from different CRM Vaults are supported
    • Multi-product presentations uploaded via FTP are not supported

    Related Topics

    Using Auto-Publishing for CLM

    Managing CLM Syncs