1. Ensure Configuring CLM 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
   clm_presentation__v	CRE	n/a	allow_remote_clm__v	Edit
   message_activity__v	CRE	message_activity__v veeva_content_player_activity__v	sent_message__v vault_document_id__v vault_document_major_version__v vault_document_minor_version__v vault_doc_name__v vault_document_number__v vault_document_title__v vault_domain__v	Edit
   sent_message__v	CRE	content__v	account__v call__v capture_datetime__v clm_presentation__v detail_group__v details__v engage_link__v key_message__v message_config_values__v mobile_id__v product__v sent_datetime__v sent_from_platform__v sent_via__v shortened_engage_link__v to__v transaction_type__v user__v vexternal_id__v	Edit
   			clicked__v click_count__v downloaded__v download_count__v viewed__v view_count__v	Read

6. Navigate to CRM Setup > Content Setup > CLM.
7. Update the field mapping for the appropriate PromoMats/MedComms connection in the Vault Connection Management section to ensure the fields in Vault CRM are correctly mapped to the corresponding fields in PromoMats/MedComms. See Using Auto-Publishing for CLM for more information.

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
   message_activity__v	CRE	message_activity__v veeva_content_player_activity__v	activity__v activity_datetime__v client_device__v client_name__v client_os__v client_type__v ip_address__v sent_message__v user_agent__v	Edit
   sent_message__v	CRE	content__v	account__v call__v capture_datetime__v clm_presentation__v detail_group__v details__v engage_link__v key_message__v message_config_values__v mobile_id__v product__v sent_datetime__v sent_from_platform__v sent_via__v shortened_engage_link__v to__v transaction_type__v user__v vexternal_id__v	Edit
   			clicked__v click_count__v downloaded__v download_count__v viewed__v view_count__v	Read

To configure this feature:

1. Ensure Configuring CLM 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
   call2__v	n/a	n/a	remote_clm_id__v remote_clm_participant_url__v remote_clm_presenter_url__v remote_clm_uuid__v	Edit
   call2_key_message__v	CRE	n/a	share_channel__v	Edit
   clm_presentation__v	n/a	n/a	allow_remote_clm__v	Read
   message_activity__v	R	message_activity__v veeva_content_player_activity__v	activity__v activity_datetime__v client_device__v client_name__v client_os__v client_type__v ip_address__v sent_message__v user_agent__v	Read
   multichannel_activity__v	CRE	clm__v	remote_clm_id__v remote_clm_participant_url__v remote_clm_presenter_url__v remote_clm_uuid__v	Edit
   sent_message__v	CRE	content__v	account__v call__v capture_datetime__v clm_presentation__v detail_group__v details__v engage_link__v key_message__v message_config_values__v mobile_id__v product__v sent_datetime__v sent_from_platform__v sent_via__v shortened_engage_link__v status__v to__v transaction_type__v user__v vexternal_id__v	Edit
   			clicked__v click_count__v downloaded__v download_count__v viewed__v view_count__v	Read

6. Enable all the picklist values for following fields on the sent_message__v object for all available object types:
   • sent_via__v
   • transaction_type__v
7. Enable all the picklist values for share_channel__v field on the multichannel_activity_line__v object for all available object types.

Configuring Engage Settings and VMOCs

1. Navigate to Business Admin > Objects > Engage Link Settings.
2. Select the appropriate engage_link_settings__v record.
3. Populate the following Engage Settings appropriately:
   • engage_link_account_selection__v – Determines if users must select an account before sending a web link. Populate with one of the following values:
   • 0 – Users are required to select an account. This is the default value.
   • 1 – Users cannot select an account. After selecting a sharing option, users can select the recipient if not already populated.
   • engage_link_apps__v – References the ENGAGE_LINK_APPS;;EngageLink Veeva Message. Edit the list in the Veeva Message to control the number and order of sharing options available for users to send website links with accounts. Populate the list using the format App1;;App2. Available values are:
   • Messages
   • WhatsApp
   • LINE
   • CopyURL (includes QR Code^®)
   • QRCode

   The ENGAGE_LINK_APPS Veeva Message also applies to the following features:

   • Sharing CLM Content via Web Link
   • Sending Engage Connection Invites to HCPs
   • Sharing Microsoft Teams Links
   • Capturing Asynchronous Remote Signatures for BRC Samples Using Share Link (Sign Later)

4. Navigate to Business Admin > Objects > VMobile Object Configurations.
5. Ensure the appropriate VMOCs are active for the following objects:
   • sent_message__v, with the following where clause:
   • WHERE account__vr.name__v != null AND created_date__v <= LAST_DAYS:90
   • multichannel_activity__v
   • multichannel_activity_line__v
   • engage_link_settings__v

To test Remote CLM functionality in a sandbox Vault CRM instance, admins must also connect the sandbox instance to the Engage sandbox.

To allow a CLM presentation synced from PromoMats/MedComms to be shared via remote CLM, content admin users in PromoMats/MedComms must ensure the Publish for Veeva CRM (Remote CLM) (publish_for_veeva_crm_remote_clm__v) field is selected on the presentation. This field maps to the allow_remote_clm__v field on the clm_presentation__v object in Vault CRM, which determines whether the button to start remote CLM for the presentation displays to users.

Only content published from PromoMats/MedComms is supported, including auto-published content, binders and slides, and content created via Create Presentation. The following content packaging formats are supported:

• Images
• Videos
• HTML5

If HTML5 content uses a third-party JavaScript library impacting click event coordinates, then the content will not display as expected during remote CLM.

• PDF, including PDF files and PDF slides in presentations
• goToSlide

The following content packaging formats and assets are not supported:

• PowerPoint
• AR
• Shared resources
• External links

When a user selects an external link and launches the browser, the browser window is not displayed to the attendee

• Embedded videos
• Embedded overlays

End users can select Present Remotely from the All Actions button of a presentation from the following entry points, depending on the platform:

• Presentation thumbnail in the media library (iPad)
• Presentation displayed in standard search results. Presenting remotely from advanced text search results is not supported. (iPad)
• Presentation slide library (CRM Desktop (Windows))
• Specific slide in a presentation (CRM Desktop (Windows))

Users must have an active internet connection to start presenting remotely. CLM content available for remote presentation respects the restricted calls, restricted products, allowed products, and segmentations for the attendee account, but does not respect any disabled touch gestures defined on associated key_message__v records.

To start presenting CLM content remotely:

1. Select the All Actions button.
2. Select Present Remotely.
3. Select the appropriate attendee account, if applicable.
4. Select the appropriate sharing option or verbally share the link details, including the ID, with the attendee to allow them to start viewing the CLM presentation remotely.

The user can only share the link details with one attendee at a time.

Sharing begins once the first slide loads and pauses when the user views the slide library for the presentation.

When sharing a video slide, users must select the pop-up message to play the video.

Select the Attendees button in the meeting ribbon to view the attendees, including the user. Select Invite to invite another attendee to view the presentation.

A notification displays when an attendee joins or leaves remote CLM.

To switch presentations while presenting remotely:

1. Select the slide sorter button.
2. Select Find Presentation to display the media library.
3. Find or search for the appropriate presentation.
4. Select the presentation to share.

End users can stop sharing CLM content by performing one of the following:

• Select the End button in the meeting ribbon, then select End in the confirmation popup
• Select Done in the All Actions menu

The session automatically ends if there is no user interaction with the device screen for 5 minutes. A confirmation popup to stop displaying content displays and users have 60 seconds to be active again before it ends.

Ending the session does not expire the link, which means end users can share CLM content with the HCP again with the same link details. End users must launch the media library from the call report associated with the previous session, then present remotely from the appropriate presentation. The link expires two hours after the most recently ended session.

End users are prompted to select an account with which to associate the tracked activity if one was not selected before sharing the presentation.

After creating a call and confirming the end of the session, the CLM Details section of the call report displays, allowing end users to review the activity. The share_channel__v field for each tracked call key message is stamped with remote_clm__v.

When an end user selects a sharing option to share remote CLM details with an attendee, a sent_message__v record is created and stamped with the following information:

Field	Value
Object Type	content__v
Account	Lookup to the attendee account
User	Lookup to the user who sent the session details
Engage Link	Participant URL. If there is a call2__v record associated with the session, this link is also stamped in the remote_clm_participant_url__v field on the record.
Shortened Engage Link	The shortened Participant URL
Capture Datetime	Datetime at which the user selected the sharing option
Sent from Platform	ipad_crm__v
Shared Via	The app used to send the session details: whatsapp__v line__v messages__v copy_url__v (includes QR Code®)
Transaction Type	remote_clm_link__v
Call	The associated call record
Mobile Id	System-generated ID
VExternal Id	The unique ID of the shortened Participant URL