To configure this feature:

1. Ensure Configuring CLM is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
   • Select the appropriate permission set.
   • Select the Objects tab.
   • Grant the following permissions:

     Object	Object Permissions	Object Types	Fields	Field Permissions
     multichannel_activity__v	CRE	clm__v	media_preview__v mobile_id__v object_type__v start_datetime__v training__v	Edit
     			name__v	Read
     multichannel_activity_line__v	CRE	clm__v	clm_presentation__v datetime__v duration__v event_type__v key_message__v key_message_vexternal_id__v mobile_id__v multichannel_activity__v object_type__v view_order__v	Edit
     			name__v	Read

3. Navigate to Admin > Configuration > Objects > Multichannel Activity (multichannel_activity__v) > Objects Types > CLM (clm__v).
4. Select Edit.
5. Set the Status to Active
6. Select Save.
7. Navigate to Admin > Configuration > Objects > Multichannel Activity Line (multichannel_activity_line__v) > Objects Types > CLM (clm__v).
8. Select Edit.
9. Set the Status to Active
10. Select Save.
11. Select the Fields tab.
12. Create custom fields for the multichannel_activity_line__v object to write data from call_clickstream__v object custom fields to the multichannel_activity__v object. Populate the field names for the custom fields using the following format:
    • zvod_cc_[Field]__c where [Field] matches the field name for the corresponding field on the call_clickstream__v object

    Custom fields on the multichannel_activity_line__v object must correspond to a field on the call_clickstream__v object to be tracked.

13. Navigate to Business Admin > Objects > VMobile Object Configurations (vmobile_object_configuration__v).
14.  Ensure VMOCs for the following objects are active for the appropriate platform and Meta Data Only is selected:
    • multichannel_activity__v
    • multichannel_activity_line__v
15. Navigate to Business Admin > Objects > Multichannel Settings (multichannel_settings__v).
16. Select the appropriate multichannel_settings__v record.
17. Populate the Track CLM Media Preview Multichannel Setting with the appropriate value:
    • 0 or NULL - Do not track use
    • 1 - Track all media player use, including training
    • 2 - Track training use only

When end users display CLM content and then exit the media player but do not have consent to track activity for specific accounts, the CLM activity is saved on multichannel activity and multichannel activity line records without being associated with an account.

To allow users to track CLM activity on calls as unassigned presentations and associate the activity with calls at a later time, see Tracking CLM Activity as Unassigned Presentations.