Tracking CLM Activity as Unassigned Presentations

When end users present CLM content, the activity is automatically recorded, even if an account is not selected when displaying the content. On iPad, CLM activity is saved even when exiting the media player without assigning an account, while on CRM Desktop (Windows), tracking occurs independently of an online call report. End users can later review unassigned presentations in My Schedule and associate them with the appropriate account as needed. This eliminates the need to assign an account during a call, allowing for greater flexibility and efficiency.

Who can use this feature?

  • CRM Desktop (Windows), iPad Users
  • Users do not require an additional license
  • End Users

Configuring Tracking CLM Activity as Unassigned Presentations for

To configure this feature for iPad:

  1. Ensure Configuring CLM is complete.
  2. Ensure Tracking CLM Activity Anonymously is configured.
  3. Navigate to Admin > Users & Groups > Permission Sets.
  4. Select the permission set for the appropriate user profile.
  5. Navigate to Objects > Multichannel Activities.
  6. 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

  7. Navigate to Business Admin > Objects > VMobile Object Configurations.
  8. 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)
  9. Ensure the multichannel_activity_line__v VMOC is active.

To configure this feature for CRM Desktop (Windows):

  1. Ensure Configuring CLM is complete.
  2. Ensure Tracking CLM Preview Activity is configured.
  3. Navigate to Admin > Users & Groups > Permission Sets.
  4. Select the permission set for the appropriate user profile.
  5. Navigate to Objects.
  6. 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 CRM Desktop (Windows).

Displaying Unassigned Presentations in My Schedule

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.

Tracking CLM Activity as Unassigned Presentations as

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 CRM Desktop (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.

Related Topics

Tracking CLM Preview Activity

Tracking CLM Activity Anonymously

Associating Unassigned Presentations with Calls

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

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.

Related Topics

Associating Unassigned Presentations with Calls

Tracking CLM Preview Activity

Tracking CLM Key Messages