To configure this feature:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Select the Application tab.
4. Grant access to Manage Connections and Manage Integrations in the Vault Actions section.
5. Select the Objects tab.
6. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   keyword__v	R	None	All fields	Read
   website__v	R	None	All fields	Read
   user_exception_item__v	R	None	All fields	Read
   user_exception_message__v	R	None	All fields	Read

7. Establish a Vault to Vault Connection to PromoMats or MedComms for the appropriate integration. See How to Establish a Vault to Vault Connection in the Vault Platform Help for more information.

Customers with country-specific or region-specific Vault CRM instances connected to Global PromoMats or MedComms instances should always enable the Country Integration to reduce sync times and storage consumption.

To configure this feature:

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
   connection_settings__v	CRED	clm_integration_settings__v	country_filter__v vault_crm_id__v	Edit

5. Navigate to Admin > Configuration > CLM Integration Settings.
6. Select Edit for the Global CLM Integration Settings.
7. Populate the Country Filter field with all countries applicable to this Vault CRM instance. Only CLM presentations for these countries are synced from PromoMats/MedComms.
8. Select Save.

The CLM Integration and the Country Integration are standard connections between Vault CRM and a PromoMats or MedComms Vault instance. The following integration points are available for each integration:

• CLM Integration (inbound)
• PromoMats-CRM: CLM Integration
• PromoMats-CRM: CLM Presentation Integration Point
• Medical-CRM: CLM Integration
• Medical-CRM: CLM Presentation Integration Point
• Country Integration (outbound)
• PromoMats-CRM: Country Integration
• PromoMats-CRM: CLM Country
• Medical-CRM: Country Integration
• Medical-CRM: CLM Country

The integrations and their integration points are inactive by default. Content admin users must activate each integration and the appropriate integration points to sync CLM presentations and filter synced content by country from the connected PromoMats or MedComms Vault instance.

To activate an integration and an integration point:

1. Navigate to Admin > Connections.
2. Select PromoMats-CRM Connection or Medical-CRM Connection, according to the connected Vault type.
3. Select the CLM Integration or the Country Integration in the Integrations section.
4. Set the Status in the System Information section to Active.
5. Select the appropriate integration point in the Integration Points - Inbound (CLM Integration) or Integration Points - Outbound (Country Integration) section.
6. Set the Status in the System Information section to Active.

Mapping Custom Fields from PromoMats to Vault CRM

Content admin users can create field rules for the CLM Integration to map custom fields between PromoMats/MedComms and Vault CRM.

To create a field rule:

1. Navigate to Admin > Connections > Integration Rules.
2. Select the appropriate integration rule, according to the connected Vault type:
   • medical_crm_clm_presentation_iir__v
   • promomats_crm_clm_presentation_iir__v
3. Select Create in the Field Rules section.
4. Populate the Rule Configuration fields appropriately to map a custom field from PromoMats/MedComms to Vault CRM. Custom object reference fields on the documents object are supported for mapping. See How to Create Field Rules in the Vault Platform Help for more information.

Additionally, the CLM Integration has a query object rule to only sync Approved (Steady State) CLM content from PromoMats/MedComms. This rule is active by default to prevent end users from accessing draft content. Customers can deactivate it in sandbox Vault CRM instances for pre-approval testing.

Full syncs retrieve all valid approved CLM content from the source PromoMats/MedComms Vault instance, while incremental syncs only sync updated CLM content.

The following fields are used to determine which type of sync to run and when:

• Last Run Time - Captures the date and time the integration last ran. This date is used with the Last Successful Run Time field to determine which integration points to retry during the next run.
• Last Successful Run Time - Captures the date and time the integration last ran with no errors. This date is used to query changes since the integration’s last successful run for incremental syncs. Clear this field for a specific integration point to sync only this integration point during the next run.

A full sync of the CLM Integration runs in the following scenarios:

• After activating the integration point
• When the Last Successful Runtime is null
• When the Last Successful Runtime is greater than or equal to 15 days ago

An incremental sync of the CLM integration runs when the Last Successful Runtime is less than 15 days ago.

The document types for CLM content are mapped as follows and cannot be edited:

PromoMats/MedComms Document Type	Vault CRM Document Type
multichannel_presentation__v	presentation__v
multichannel_slide__v where is_shared_resource__v is false	slide__v
multichannel_slide__v where is_shared_resource__v is true	shared_resource__v

If the Country Integration is enabled, only presentations assigned to countries defined in the Country Filter setting sync to Vault CRM. Editing the Country Filter setting triggers a full sync after a 5-minute delay.

Managing Sync and Connection Errors

Admins can view User Exception Messages and User Exception Items to track and resolve any sync and connection errors.

User Exception Messages are general errors created when the target Vault instance cannot process incoming data and requires configuration updates. After updating the configuration, attempts to resolve the errors are automatically processed during the next run. Alternatively, admins can select Reprocess Request to manually deactivate a specific User Exception Message without running a full sync.

Users Exception Items are specific errors created for each document failure. During the next run, failed items from previous runs are automatically retried.