To configure this feature:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Navigate to Objects > Account in the permission set.
4. Grant Edit field permission to the following fields on the account__v object:
   • sms__v
   • whatsapp__v

To configure this feature:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Navigate to Objects > Account in the permission set.
4. Grant Read or Edit field permission to the following fields on the account__v object, depending on the customer’s data policy:
   • sms__v
   • whatsapp__v

To define the phone number for an account:

1. Navigate to Business Admin > Objects > Accounts.
2. Select the appropriate account__v record.
3. Select Edit.
4. Populate the sms__v or whatsapp__v field.

A phone number must be only digits (no symbols), including the country code, and must not contain any leading zeros, for example, 19254526500.

When end users share web links via SMS or WhatsApp, the recipient is automatically populated if the following are true:

• The user selected the account before selecting the sharing option
• The user navigated to the media library from a specific account
• The selected sharing option is Messages and the sms__v field for the account is populated
• The selected sharing option is WhatsApp and the whatsapp__v field for the is populated

If a phone number is populated for an account, it is automatically populated in the messaging app, regardless of the engage_link_account_selection__v Engage Setting. If the phone number is not populated for an account, the engage_link_account_selection__v Engage Setting determines the account selection behavior.

Since WhatsApp does not have an iPad app, WhatsApp Web launches in the browser on the iPad platform. Veeva does not control the behavior of WhatsApp Web.

See Sharing CLM Content via Web Link for more information.