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 or exiting the media player. 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?
- End Users - iPad
- Track CLM activity as unassigned presentations
- Users do not require an additional license
Configuring Tracking CLM Activity as Unassigned Presentations for
End Users
To configure this feature:
- Ensure Configuring CLM as Document Model and Tracking CLM Activity Anonymously are configured.
- 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.
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
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.
