1. Ensure Approved Email and CLM are configured.
2. Navigate to Admin > Configuration > Objects.
3. Select the Enable Custom Sharing Rules option in the Dynamic Access Control section for the following objects:
   • approved_document__v
   • clm_presentation__v
   • clm_presentation_slide__v
   • email_builder__v
   • email_builder_cell__v
   • email_builder_rule__v
   • email_builder_rule_cell__v
   • key_message__v
4. Navigate to Admin > Users & Groups > Permission Sets.
5. Select the appropriate permission set.
6. Select the Objects tab.
7. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   content_group_content__v	CRED	approved_document__v clm_presentation__v key_message__v	approved_document__v clm_presentation__v content_group__v key_message__v modified_by_realignment__v object_type__v vexternal_Id__v	Edit
   content_group_user__v	CRED	user__v	content_group__v user__v vexternal_Id__v	Edit
   content_group__v	CRED	content_group__v	country__v description__v* detail_group__v *external_id__v group__v language__v* modified_by_realignment__v name__v product_group__v* product__v* content_group_status__v * This field is optional and can be used to provide additional context.	Edit

To enable content groups in CRM for integration users:

1. Ensure Approved Email and CLM are configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Admins tab.
5. Grant CRED and Assign Users permission to Groups in the Security section.
6. Navigate to Objects > Content Group (content_group__v).
7. Grant Read permission to the group__v field on the content_group__v object.

To enable content groups in CRM for end users:

1. Ensure Approved Email and CLM are configured.
2. Navigate to Business Admin > Objects > VMobile Object Configurations.
3. Ensure VMOCs for the following objects are Active and Enable Enhanced Sync is selected:
   • approved_document__v
   • clm_presentation_slide__v
   • clm_presentation__v
   • key_message__v

To enable content groups in Align, ensure Content Groups in Align are configured and Configuring Content Groups in CRM is complete.

To enable content groups in Vault PromoMats/MedComms, ensure the CRM Vault Metadata Sync is configured and the CRM configuration above is complete.

To enable content groups in Vault PromoMats/MedComms:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Select the Objects tab.
4. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   content_group_content__v	CRE	approved_document__v clm_presentation__v key_message__v	approved_document__v clm_presentation__v content_group__v key_message__v modified_by_realignment__v object_type__v vexternal_Id__v	Edit
   content_group__v	CRE	content_group__v	country__v description__v* detail_group__v *external_id__v group__v language__v* modified_by_realignment__v name__v product_group__v* product__v* content_group_status__v * This field is optional and can be used to provide additional context.	Read

To enable content groups in PromoMats/MedComms for PromoMats/MedComms integration users:

1. Add the crm_content_group__v Shared Field to the appropriate document types.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   crm_content_group__v	CRE	n/a	country__v crm_org__v crm_id__v description__v external_id__v id.crm_detail_group__v id.crm_product_group__v id.crm_product__v language__v name__v	Edit
   crm_org__v	CRE	n/a	crm__org_id__v name__v	Edit

Creating and Managing Content Alignment in CRM Only

To align content in CRM:

For customers who are only using CRM, admins must manually create or data load all content_group__v, content_group_user__v, and content_group_content__v records for each content group.

1. Define content groups. Create content_group__v records with the content_group__v record type and populate at least the following fields:
   • name__v - name of the group
   • content_group_status__v - Active. Set to Inactive when deactivating but not deleting a content group. The Group is deleted and users no longer have access to that content.
   • external_id__v - unique ID of the group

   Define a naming convention and use optional fields, for example, country__v, description__v, and language__v, to provide additional context for the content group, which may be useful across teams.

2. Assign users to each content group. Create content_group_user__v records with the user__v record type and populate at least the following fields:
   • content_group__v - lookup to the content_group__v record, usually the External ID of the content group
   • user__v - lookup to the User record
3. Assign content to content groups.
   • To assign Approved Email content, create content_group_content__v records with the approved_document__v record type and populate at least the following fields:
     • content_group__v - lookup to the content_group__v record, usually the External ID of the content group
     • approved_document__v - lookup to the approved_document__v record
     • object_type__v - approved_document__v
   • For a CLM presentation, admins must create content_group_content__v records for the presentation and each of its associated key messages.

   Sub-presentations are treated the same as CLM presentations and Shared Resources are treated the same as key messages. Admins must create content_group_content__v records for a sub-presentation and its key messages, as well as for a Shared Resource. Veeva recommends data loading content_group_content__v records for key messages (including Shared Resources) first, followed by CLM presentations (including sub-presentations).

• Create content_group_content__v records with the clm_presentation__v record type and populate at least the following fields:
  • content_group__v - lookup to the content_group__v record, usually the External ID of the content group
  • clm_presentation__v - lookup to the clm_presentation__v record
  • object_type__v - clm_presentation__v
• For each key message in a CLM presentation, create content_group_content__v records with the key_message__v record type and populate at least the following fields:
  • content_group__v - lookup to the content_group__v record
  • key_message__v - lookup to the key_message__v record
  • object_type__v - key_message__v

Creating and Managing Content Alignment using Align and CRM

Customers can use Align to manage content groups and users. The content assigned to each content group is managed in CRM.

With the 24R2.0 release, deleting content groups in Align does not delete the corresponding content_group__v records in Vault CRM. In a future release, admins in Align will be able to delete content groups.

To align content using Align and CRM:

1. Create content groups and assign users in Align. Admins in Align manually create content groups and the users are automatically assigned to each group based on territory assignments. Admins then sync the content groups and users to CRM. In CRM, content_group__v and content_group_user__v records are automatically created and linked based on the content groups synced from Align.

When a user is moved from one territory to another, the content groups to which they are assigned are also updated accordingly.

2. Sync the content groups and users from Align to CRM. Content groups are appropriately created or updated in CRM based on changes in Align, and content group users are updated based on roster member territory changes. For example, Rep A is assigned to a territory in the Cardiology field force until June 31. On July 1, Rep A transfers to a territory in the Respiratory field force. On July 1, Align updates Rep A's content groups based on the new assignment, so Rep A loses access to cardiology content and gains access to respiratory content.
3. Assign content to each content group.
   • To assign Approved Email content, create content_group_content__v records with the approved_document__v record type and populate at least the following fields:
     • content_group__v - lookup to the content_group__v record, usually the External ID of the content group
     • approved_document__v - lookup to the approved_document__v record
     • object_type__v - approved_document__v
   • For a CLM presentation, admins must create content_group_content__v records for the presentation and each of its associated key messages.
     • Create content_group_content__v records with the clm_presentation__v record type and populate at least the following fields:

       Sub-presentations are treated the same as CLM presentations and Shared Resources are treated the same as key messages. Admins must create content_group_content__v records for a sub-presentation and its key messages, as well as for a Shared Resource. Veeva recommends data loading content_group_content__v records for key messages (including Shared Resources) first, followed by CLM presentations (including sub-presentations).

     • content_group__v - lookup to the content_group__v record, usually the External ID of the content group
     • clm_presentation__v - lookup to the clm_presentation__v record
     • object_type__v - clm_presentation__v
     • For each key message in a CLM presentation, create content_group_content__v records with the key_message__v record type and populate at least the following fields:
     • content_group__v - lookup to the content_group__v record, usually the External ID of the content group
     • key_message__v - lookup to the key_message__v record
     • object_type__v - key_message__v

Creating and Managing Content Alignment using CRM and PromoMats/MedComms

Customers can use PromoMats/MedComms to manage the content assigned to each content group. Content groups and users must be created and managed in CRM.

To align content using CRM and PromoMats/MedComms:

1. Define content groups. Create content_group__v records with the content_group__v record type and populate at least the following fields:
   • name__v - name of the group
   • content_group_status__v - Active. Set to Inactive when deactivating but not deleting a content group. The Group is deleted and users no longer have access to that content.
   • external_id__v - unique ID of the group

   Define a naming convention and use optional fields, for example, country__v, description__v, and language__v, to provide additional context for the content group, which may be useful across teams.

2. Assign users to each content group. Create content_group_user__v records with the user__v record type and populate at least the following fields:
   • content_group__v - lookup to the content_group__v record, usually the External ID of the content group
   • user__v - lookup to the user__sys record
3. Sync the content groups to PromoMats/MedComms via the CRM Vault Metadata Sync in CRM. Content groups cannot be created directly in PromoMats/MedComms.
4. Assign content to content groups.
   • To assign Approved Email content to a content group, content admins in PromoMats/MedComms can select one or more content groups for the crm_content_groups__v field on an Email Template or Email Fragment, or on an auto-published document.
   • To assign CLM content to a content group, content admins can select one or more content groups for the crm_content_groups__v field on a Multichannel Presentation or on an auto-published document.

   If admins add more content groups to the source document of an auto-published document, the auto-published document must be generated again to include the additional content groups.

5. Sync content from PromoMats/MedComms to CRM.
   • When CRM content admins sync Approved Email content from PromoMats/MedComms to CRM via the Approved Email Admin Console, content_group_content__v records are automatically created for each approved_document__v record assigned to a content group and linked to the appropriate content_group__v records via the content_group__v lookup field.
   • When CRM content admins sync CLM content from PromoMats/MedComms to CRM via the CLM Admin Console, content_group_content__v records are automatically created not only for each clm_presentation__v record assigned to a content group, but also for each of its associated key_message__v records, including shared resources, and sub-presentations. These records are automatically linked to the appropriate content_group__v records via the content_group__v lookup field.

CRM content admins can view the content alignment successes and failures from the last seven days in the Content Alignment Process History sections in the CLM Admin Console and Approved Email Admin Console. Admins receive notification emails after each sync with information about the successes and failures.

Admins must use the CLM Admin Console to manage CLM content alignment and the Approved Email Admin Console to manage Approved Email content alignment.

Creating and Managing Content Alignment using Align, CRM, and PromoMats/MedComms

Customers can use Align to manage content groups and users, and PromoMats/MedComms to manage the content assigned to each content group. CRM content admins manage the integrations between Align and CRM, and CRM and PromoMats/MedComms.

To align content using Align, CRM, and PromoMats/MedComms:

1. Create content groups and assign users in Align. Admins in Align manually create content groups and the users are automatically assigned to each group based on territory assignments. Admins then sync the content groups and users to CRM. In CRM, content_group__v and content_group_user__v records are automatically created and linked based on the content groups synced from Align.
   
   

When a user is moved from one territory to another, the content groups to which they are assigned are also updated accordingly.

2. Sync the content groups and users from Align to CRM. Content groups are appropriately created or updated in CRM based on changes in Align, and content group users are updated based on roster member territory changes. For example, Rep A is assigned to a territory in the Cardiology field force until June 31. On July 1, Rep A transfers to a territory in the Respiratory field force. On July 1, Align updates Rep A's content groups based on the new assignment, so Rep A loses access to cardiology content and gains access to respiratory content.
3. Sync the content groups to PromoMats/MedComms via the CRM Vault Metadata Sync in CRM. Content groups cannot be created directly in PromoMats/MedComms.
4. Assign content to content groups.
   • To assign Approved Email content to a content group, content admins in PromoMats/MedComms can select one or more content groups for the crm_content_groups__v field on an Email Template or Email Fragment, or on an auto-published document.
   • To assign CLM content to a content group, content admins can select one or more content groups for the crm_content_groups__v field on a Multichannel Presentation or on an auto-published document.

   If admins add more content groups to the source document of an auto-published document, the auto-published document must be generated again to include the additional content groups.

5. Sync content from PromoMats/MedComms to CRM.
   • When CRM content admins sync Approved Email content from PromoMats/MedComms to CRM via the Approved Email Admin Console, content_group_content__v records are automatically created for each approved_document__v record assigned to a content group and linked to the appropriate content_group__v records via the content_group__v lookup field.
   • When CRM content admins sync CLM content from PromoMats/MedComms to CRM via the CLM Admin Console, content_group_content__v records are automatically created not only for each clm_presentation__v record assigned to a content group, but also for each of its associated key_message__v records, including shared resources, and sub-presentations. These records are automatically linked to the appropriate content_group__v records via the content_group__v lookup field.

CRM content admins can view the content alignment successes and failures from the last seven days in the Content Alignment Process History sections in the CLM Admin Console and Approved Email Admin Console. Admins receive notification emails after each sync with information about the successes and failures.

Admins must use the CLM Admin Console to manage CLM content alignment and the Approved Email Admin Console to manage Approved Email content alignment.

When end users in a content group sync Approved Email and CLM content to their iPad, iPhone, or Windows devices, only the content assigned to their content group syncs to their devices. My Setup Products for users apply.

CRM content admins can perform content realignment from the Content Alignment Process History sections of the CLM Admin Console or the Approved Email Admin Console to fix discrepancies in content alignment object records.

Realigning content recreates the necessary Groups and sharing rules. For example, an admin accidentally deleted multiple Groups. To ensure the appropriate Groups are recreated for the corresponding content_group__v records, they perform content realignment.

Content admins receive email notifications when realignment jobs successfully complete or fail with errors.