Setting the Content Target Platform for HTML Content
Vault CRM supports HTML content in CLM developed for Veeva CRM and Vault CRM. CLM content developed for Veeva CRM uses Veeva CRM API names and the Veeva CRM version of the Multichannel JavaScript library. CLM content developed for Vault CRM uses Vault API names and the Vault CRM version of the Multichannel JavaScript library. To allow both types of HTML content to function correctly in Vault CRM, content creators must set the appropriate content target platform for the content in PromoMats/MedComms. The selected content target platform must match the JavaScript library file used in the content. See the Developer Portal for more information about the JavaScript libraries and their available methods.
Who can use this feature?
- iPad, iPhone, Windows users
- Users do not require an additional license
- Content Creator Users, End Users, Integration Users
Configuring the Content Target Platform for
Integration Users
To configure this feature:
- Grant Edit field permission to the target_platform__v field on the key_message__v object.
- Navigate to CRM Setup > Content Setup > CLM Administration Console.
- Update the field mapping for the appropriate PromoMats/MedComms connection to ensure the target_platform__v field in CRM is mapped to the crm_target_platform__v field in PromoMats/MedComms.
If integration users are not configured and the target_platform__v field in CRM is set to vault__v by default for all key messages, then key messages for all HTML content displays as developed for Vault CRM.
End Users
To configure this feature, grant Read field permission to the target_platform__v field on the key_message__v object.
Setting the Content Target Platform as
Content Creator Users
When creating or editing CLM content in PromoMats/MedComms, content creators must set the content target platform according to the API names and JavaScript library used in the content. Content creators must populate the field on each Multichannel Slide document in a Multichannel Presentation.
To set the content target for CLM content:
- Navigate to a Multichannel Slide document in a Multichannel Presentation.
- Select Edit.
- Select the appropriate value for the crm_target_platform__v field. The following values are available:
- salesforce__v – Indicates the key message is developed for Veeva CRM
- vault__v – Indicates the key message is developed for Vault CRM
If left blank, it is interpreted as salesforce__v by default.
- Select Save.
