To configure this feature:

1. Ensure Configuring Consent Capture is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	R	All applicable object types	sms__v	Read
   messaging_business_account__v	CRE	All applicable object types	connection_status__v external_id__v last_error_message__v last_synced_datetime__v name__v primary_assignee_for_new_inbound_chat__v secondary_assignee_for_new_inbound_chat__v status__v	Edit
   messaging_phone_number__v	CRE	All applicable object types	number__v sms_connection_status__v sms_business_account__v sms_phone_number_id__v last_error_message__v	Edit
   message_template_business_account__v	CRE	All applicable object types	message_template__v messaging_business_account__v vexternal_id__v	Edit
   message_template__v	CRE	All applicable object types	message_template_text__v template_text_placeholder__v language__v status__v hidden__v product__v detail_group__v	Edit
   engage_link_settings__v	CRE	n/a	engage_link_account_selection__v engage_link_apps__v	Edit
   sent_message__v	R	All applicable object types	account__v call__v capture_datetime__v message_content__v message_template__v message_values__v sent_from_platform__v sent_via__v shortened_engage_link__v to__v transaction_type__v user__v vexternal_id__v	Read
   message_activity__v	R	All applicable object types	activity__v activity_date__v client_device__v client_name__v client_os__v client_type__v clm_presentation__v ip_address__v sent_message__v user_agent__v	Read
   consent_header__v	CRE	All applicable object types	country__v language__v status__v	Edit
   consent_type__v	CRE	All applicable object types	channel_label__v channel_source__v consent_header__v legacy_consent_channel__v subscribe_keyword__v unsubscribe_keyword__v	Edit
   multichannel_consent__v	R	All applicable object types	account__v capture_datetime__v consent_header__v consent_type__v, opt_type__v opt_method__v signature_data__v signature_datetime__v	Read
   multichannel_route__v	CRE	All applicable object types	country__v language__v event__v message_template__v object__v record_type_name__v	Edit
   message_template_content__v	CRE	All applicable object types	clm_presentation__v message_template__v	Edit

6. Navigate to Business Admin > Objects > messaging_business_account__v.

System Users are created in Vault CRM instances and managed by Veeva for integration purposes. By default, these users are assigned the appropriate permission set. Customers cannot update the permission set. For more information, see System Owned Users in Vault CRM.

To configure this feature:

1. Ensure Configuring Consent Capture is complete.
2. Set up consent for SMS Business Messaging. See Capturing Consent for Messaging for more information.
3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the appropriate permission set.
5. Select the Objects tab.

6. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	CRE	All applicable object types	sms__v	Edit
   			country__v language__v vcountry__v	Read
   messaging_business_account__v	R	All applicable object types	connection_status__v external_id__v last_error_message__v last_synced_datetime__v name__v primary_assignee_for_new_inbound_chat__v secondary_assignee_for_new_inbound_chat__v status__v	Read
   messaging_phone_number__v	R	All applicable object types	number__v sms_connection_status__v sms_business_account__v sms_phone_number_id__v last_error_message__v	Read
   message_template_business_account__v	R	All applicable object types	message_template__v messaging_business_account__v vexternal_id__v	Read
   message_template__v	R	All applicable object types	message_template_text__v template_text_placeholder__v language__v status__v hidden__v product__v detail_group__v	Read
   engage_link_settings__v	R	n/a	allow_sending_of_custom_presentation__v application_profile__v created_by__v created_date__v engage_link_account_selection__v engage_link_apps__v modified_by__v modified_date__v name__v security_profile__v setupownerid__v status__v	Read
   sent_message__v	CRE	All applicable object types	account__v call__v capture_datetime__v message_content__v message_template__v message_values__v sent_from_platform__v sent_via__v shortened_engage_link__v to__v transaction_type__v user__v vexternal_id__v	Edit
   message_activity__v	R	All applicable object types	activity__v activity_date__v client_device__v client_name__v client_os__v client_type__v clm_presentation__v ip_address__v sent_message__v user_agent__v	Read
   consent_header__v	R	consent_header_default__v	consent_header_help_text__v consent_header_status__v country__v created_by__v created_date__v inactive_datetime__v language__v modified_by__v modified_date__v name__v object_type__v status__v	Read
   consent_type__v	R	messaging__v	cchannel_label__v channel_source__v consent_custom_duration__v consent_expires_in__v consent_header__v created_by__v created_date__v default_consent_type__v disclaimer_text_file__v display_order__v legacy_consent_channel__v modified_by__v modified_date__v name__v product_preference__v subscribe_keyword__v unsubscribe_keyword__v zvod_consent_default_consent_text_file__v	Read
   multichannel_consent__v	CRE	All applicable object types	account__v capture_datetime__v consent_header__v consent_type__v, opt_type__v opt_method__v signature_data__v signature_datetime__v	Edit
   multichannel_route__v	R	All applicable object types	country__v language__v event__v message_template__v object__v record_type_name__v	Read
   message_template_content__v	R	All applicable object types	clm_presentation__v message_template__v	Read

7. Navigate to Admin > Users & Groups.
8. Select the appropriate user record.
9. Verify the sms_phone_number__v field on the user record is populated with a valid SMS phone number.
10. Navigate to Business Admin > Objects > messaging_phone_number__v.

11. Verify the following:

    • The SMS phone number is actively connected (the sms_connection_status__v field on the messaging_phone_number__v object has a value of connected__v).

    • The SMS phone number is associated with a connected and active SMS business account (the sms_business_account__v field on the messaging_phone_number__v object is populated, and its parent connection_status__v field on the messaging_business_account__v object has a value of connected__v).

12. Navigate to Business Admin > Objects > VMobile Object Configurations.

13. Enable Full Sync VMOCs for the following objects on iPad and iPhone platforms:

    • consent_header__v

    • consent_type__v

    • engage_link_settings__v

    • message_activity__v

    • message_template__v

    • message_template_content__v

    • message_template_business_account__v

    • messaging_phone_number__v

    • messaging_business_account__v

    • multichannel_consent__v

    • multichannel_route__v

    • sent_message__v

14. Add the Primary User and Secondary User on the Messaging Business Account record. See Assigning Users for New Inbound Chats for more information.

15. Assign end users to a connected phone number. See Assigning Users to SMS Business Account Phone Numbers for more information.

Optional Configuration

To define restricted phrase rules for SMS Business conversations, see Using Restricted Phrase Rules for Messaging.

To allow end users to share web links for CLM content via SMS messages from the media library, see Sharing CLM Content via Web Link. Additionally, to allow end users to select message templates to accompany web links, see Using Message Templates When Sharing Web Links.

Considerations

SMS Business Messaging and Engage chat cannot be configured together.