To configure this feature:

1. Ensure Using Custom Presentations is configured.
2. Navigate to Custom Settings > Multichannel Settings.
3. Select Manage.
4. Select Edit.
5. Populate the custom_presentation_management__v setting with the value 1.
6. Populate the reply_to_for_custom_clm_changes__v setting with a valid email address. This email address is used as the Reply To email address for the notification emails sent to end users.

The reply_to_for_custom_clm_changes__v setting can only be used for Global Multichannel Settings and is ignored in profile specific settings. See Veeva Settings for more information about global and profile specific settings.

To configure this feature:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Navigate to Objects > user__sys.
4. Grant Read field permission to the following fields:
   • name__v
   • email__sys
   • language_code__v
   • locale_code__v

Business admins can customize the text for the notification email.

The notification email is sent from admin@veeva-vcrm.com and contains the subject “Slides Used in One or More of Your Custom Presentations Have Changed.” The email includes a table with the following information for each update:

• Name of the affected custom presentation
• Description of the key message for the affected slide
• Display order of the affected slide
• Update or Removal
• Name of the source presentation

The table displays a maximum of 200 updates. If there are more than 200 updates in a single sync, the end user receives an additional email for the remaining updates.

To customize the email:

1. Navigate to Admin > Configuration > Message Catalog > Core 2.
2. Edit the following Vault Messages. See Managing Vault Messages and Veeva Messages for more information.

   Email Component	Vault Message	Default Text
   Subject line	custom_pres_email_subj__v	Slides Used in One or More of Your Custom Presentations Have Changed
   Email greeting	custom_pres_email_body_intro__v	Dear ${user_name}, where ${user_name} is replaced with the Vault CRM user’s name
   Email text	custom_pres_email_body_text__v	One or more of your custom presentations has been modified because the source slide has been updated or is no longer approved for use. The slide and the custom presentation(s) impacted are listed below. You can view the updated presentations on your CRM application after syncing.
   Column headers for the table listing the affected custom presentations	custom_presentation__v slide__v slide_number__v source_presentation__v update_or_removal__v	Custom Presentation Slide Slide Number Source Presentation Update or Removal
   Email closing	custom_pres_email_body_closing__v	If you have questions, please reply to this email.

End users receive an email notification when slides in their custom presentations are updated or removed during an incremental sync from PromoMats/MedComms to Vault CRM in the CLM Administration Console. End users receive one summary email for each CLM sync from PromoMats/MedComms with updates. All user replies to the email are sent to the email address entered in the Reply-To for Custom CLM Changes Multichannel Setting.

Email notifications are not sent for force full refreshes, even if slides in custom presentations are updated. Admins should notify users before performing a force full refresh.