Tracking CLM Activity as Unassigned Presentations with Save for Later
When users display CLM content, the CLM activity is saved even if users exit the media player without selecting an account for the activity (iPad) or without the dependency of starting it from the online call report (Windows). Users can view the tracked CLM activity as an unassigned presentation in My Schedule and associate an account with the activity at a later time. This saves the user from having to associate a presentation with an account during a call.
Users do not need an active internet connection to track CLM activity as unassigned presentations. Any activity tracked offline automatically syncs when the user connects to the internet.
Who can use this feature?
- iPad, Windows Users
- Users do not require an additional license
- End Users
Configuring Tracking CLM Activity as Unassigned Presentations with Save for Later
End Users
To enable tracking CLM Activity as Unassigned Presentations with Save for Later on iPad:
- Ensure Configuring CLM is complete.
- Ensure Tracking CLM Activity Anonymously is configured.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the permission set for the appropriate user profile.
- Navigate to Objects > Multichannel Activities.
- Grant the following permissions:
Object
Object Permissions
Object Types
Fields
Field Permissions
multichannel_activity__v
CRE
clm__v
- call__v
- saved_for_later__v
Edit
- Navigate to Business Admin > Objects > VMobile Object Configurations.
- Update the multichannel_activity__v VMOC with the following suggested WHERE (ownerid__v = @@USER_ID@@ AND object_type__vr.api_name__v = 'clm__v' AND saved_for_later__v = true)
- Ensure the multichannel_activity_line__v VMOC is active.
To enable tracking CLM Activity as Unassigned Presentations with Save for Later on Windows:
- Ensure Configuring CLM is complete.
- Ensure Tracking CLM Preview Activity is configured.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the permission set for the appropriate user profile.
- Navigate to Objects.
- Grant the following permissions:
Object
Object Permissions
Object Types
Fields
Field Permissions
call2__v
CRE
n/a
- is_parent_call__v (optional)
- name__v
Read
- account__v
- call_datetime__v
- child_account_id__v (only required for orgs with child accounts enabled)
- child_account__v (only required for orgs with child accounts enabled)
- clm__v
- detailed_products__v
- duration__v (optional)
- location_id__v (only required for orgs with child accounts enabled)
- location_name__v (only required for orgs with child accounts enabled)
- location_text__v (only required for orgs with child accounts enabled)
- ownerid__v
- parent_call__v
- object_type__v
- status__v
- territory__v
Edit
call2_detail__v
CRE
n/a
- call2__v
- detail_group__v
- detail_priority__v
- product__v
- type__v
Edit
call2_key_message__v
CRE
n/a
name__v
Read
- account__v
- call2__v
- call_date__v (optional)
- clm_id__v
- clm_presentation_name__v
- clm_presentation_version__v (optional)
- detail_group__v
- display_order__v
- key_message_name__v
- presentation_id__v
- segment__v (optional)
- share_channel__v (optional)
- user__v
Edit
multichannel_activity_line__v
n/a
clm__v
segment__v
Edit
multichannel_activity__v
n/a
clm__v
- call__v
- saved_for_later__v
Edit
Users must sync their devices and apply updates to the media library to begin using Save for Later call mode on Windows.
Tracking CLM Activity as Unassigned Presentations with Save for Later
End Users
The Save for Later action displays in the action menu in the media player. This allows users to save the current CLM session as an unassigned presentation and start a new session. Saving the activity for later stamps the following information on multichannel_activity__v records:
- media_preview__v = True
- saved_for_later__v = True
The share_channel__v field is not stamped on multichannel_activity_line__v records.
Save for Later does not display in the action menu for training presentations.
When a user displays a presentation in Presentation View directly from the media library instead of a call report, Save for Later call mode is initiated, meaning the CLM activity is tracked on multichannel_activity__v and multichannel_activity_line__v records and is not associated with a call2__v record. See Tracking CLM Key Messages for more information about the conditions to track CLM activity.
Enabling this feature on Windows overrides CLM preview tracking as the default tracking in Presentation View, but users can still track CLM preview activity by selecting Preview from the Start Slideshow drop-down button in the presentation window.
Saving the activity for later stamps the following information on multichannel_activity__v and multichannel_activity_line__v records:
- multichannel_activity__v:
- media_preview__v = False
- saved_for_later__v = True
- multichannel_activity_line__v:
- share_channel__v = face_to_face__v
To display an unassigned presentation in My Schedule, the unassigned presentation must use the clm__v object type. For information on associating unassigned presentations with accounts, see Associating Unassigned Presentations with Calls.
