To configure this feature:

1. Ensure Configuring CLM is complete.
2. Ensure Configuring the Account Timeline is complete.
3. Navigate to Admin > Users & Groups > Permission Sets.
   • Select the appropriate permission set.
   • Select the Objects tab.
   • Grant the following permissions:

     Object	Object Permission	Object Types	Fields	Field Permission
     clm_presentation__v	CRE	n/a	external_display_name__v language__v share_as_engage_link__v	Edit
     message_activity__v	CRE	message_activity__v vault_activity__v veeva_content_player_activity__v	clm_presentation__v detail_group__v duration__v key_message__v media_type__v page_number__v product__v sent_message__v session_id__v slide_number__v slide_version__v user_agent__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 video_last_viewed_time__v video_length__v video_start_time__v video_total_time_spent__v view_order__v	Edit
     sent_message__v	CRE	content__v	account__v call__v capture_datetime__v clm_presentation_name__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

4. Navigate to CRM Setup > Content Setup > CLM.
5. Enter credentials for the integration user in the Vault CRM Connection Management section. If an integration user is already defined, select edit and enter the credentials again.
6. Select Validate Credentials.
7. Update the field mapping for the appropriate Vault connection in the Vault Connection Management section to ensure the share_as_engage_link__v field on the clm_presentation__v object in CRM is correctly mapped to the corresponding field in Vault. 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
   clm_presentation__v	CRE	n/a	language__v share_as_engage_link__v	Edit
   engage_link_settings__v	CRE	n/a	application_profile__v	Edit
   message_activity__v	CRE	message_activity__v vault_activity__v veeva_content_player_activity__v	activity__v activity_datetime__v client_device__v client_name__v client_os__v client_type__v clm_presentation__v detail_group__v device_type__v duration__v ip_address__v key_message__v media_type__v page_number__v product__v sent_message__v session_id__v slide_number__v slide_version__v user_agent__v vault_doc_name__v vault_document_id__v vault_document_major_version__v vault_document_minor_version__v vault_document_number__v vault_document_title__v vault_domain__v video_last_viewed_time__v video_length__v video_start_time__v video_total_time_spent__v view_order__v If customers do not want to track certain fields, do not grant field permission to those fields.	Edit
   sent_message__v	CRE	content__v	account__v call__v capture_datetime__v clm_presentation_name__v clm_presentation__v detail_group__v details__v key_message__v engage_link__v message_config_values__v mobile_id__v product__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 download_count__v downloaded__v view_count__v viewed__v	Read

To configure this feature:

1. Ensure Configuring CLM and Configuring the Account Timeline are complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
   • Select the appropriate permission set.
   • Select the Objects tab.
   • Grant the following permissions:

     Object	Object Permission	Object Types	Fields	Field Permission
     clm_presentation__v	R To allow end users to share links for custom presentations, grant CRE object permission.	n/a	clm_presentation_name__v* clm_presentation_status__v* description__v* hidden__v* keywords__v* language__v* product__v* share_as_engage_link__v type__v* vault_dns__v vault_doc_id__v vault_external_id__v vault_guid__v vault_last_modified_date_time__v * To allow end users to share links for custom presentations, grant Edit field permission to this field.	Read
     key_message__v	R	n/a	vault_dns__v vault_doc_id__v vault_external_id__v vault_guid__v vault_last_modified_date_time__v	Read
     message_activity__v	R	message_activity__v vault_activity__v veeva_content_player_activity__v	activity__v activity_datetime__v client_device__v client_name__v client_os__v client_type__v clm_presentation__v detail_group__v duration__v ip_address__v key_message__v media_type__v page_number__v product__v sent_message__v session_id__v slide_number__v slide_version__v user_agent__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 video_last_viewed_time__v video_length__v video_start_time__v video_total_time_spent__v view_order__v	Read
     sent_message__v	CRE	content__v	account__v call__v capture_datetime__v clm_presentation_name__v clm_presentation__v detail_group__v details__v engage_link__v engage_profile_external_id__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

3. Enable all the picklist values for the following fields for all available object types:
   • sent_message__v object
   • sent_via__v
   • transaction_type__v
   • message_activity__v object
   • activity__v
4. Navigate to Admin > Configuration > Objects > CLM Presentation > Layouts.
5. Place the share_as_engage_link__v field on the clm_presentation__v object layout.

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 engage_link_account_selection__v Engage Setting appropriately. This setting determines if users must select an account before sending a link. Populate with one of the following values:
4. 0 – Users are required to select an account. This is the default value.
5. 1 – Users cannot select an account. After selecting a sharing option, users can select the recipient in the selected app if not already populated. This does not associate the recipient with an account in CRM.
6. Populate the engage_link_apps__v Veeva Setting with the ENGAGE_LINK_APPS;;EngageLink Veeva Message.
7. Navigate to Business Admin > Objects > Veeva Messages.
8. Select the ENGAGE_LINK_APPS Veeva Message record.
9. Populate the Text field with a list of sharing options available for end users using the format App1;;App2. The sharing options display in the order defined in this field. Different options are available on different platforms:

   Sharing Option	Supported Platforms for Presentations	Supported Platforms for Websites
   Messages	iPad iPhone	iPad iPhone
   WhatsApp	iPad iPhone Windows	iPad iPhone
   LINE	iPad iPhone Windows	iPad iPhone
   LINEWORKS	iPad iPhone Windows	iPad iPhone
   EngageChat	iPad iPhone	iPad iPhone
   CopyURL This includes QR code.	iPad iPhone Windows	iPad iPhone

10. Navigate to Business Admin > Objects > VMobile Object Configurations.
11. Ensure VMOCs are active for the following objects for the appropriate platforms:
    • sent_message__v, with the following where clause:
    • WHERE account__vr.name__v != null AND created_date__v <= LAST_DAYS:90
    • message_activity__v
    • engage_link_settings__v
    • message__v, with the following where clause for Windows:
    • WHERE (category__v CONTAINS ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM', 'Common', 'EngageLink') AND language__vr.admin_key__sys CONTAINS (@@USER_LANGUAGE_CODE@@,'en'))
    • object_type__v

To configure this feature:

1. Ensure Displaying Website Content in the Media Library is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
   • Select the appropriate permission set.
   • Navigate to Objects > CLM Presentation in the permission set.
   • Grant content creators Edit field permission to the share_as_engage_link__v field on the clm_presentation__v object.

1. Ensure Displaying Website Content in the Media Library is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
   • Select the appropriate permission set.
   • Navigate to Objects > CLM Presentation in the permission set.
   • Grant end users Read field permission to the url__v field on the key_message__v object.
3. Navigate to Admin > Configuration > Objects > Sent Message > Fields > Transaction Type.
4. Ensure the website_content__v picklist value is active.

1. Ensure Using Custom Presentations is configured.
2. Navigate to Admin > Configuration > Objects > CLM Presentation > Fields > Type.
3. Ensure the transactional__v picklist value is active.
4. Navigate to Admin > Configuration > Objects > Sent Message > Fields > Transaction Type.
5. Ensure the custom_content__v picklist value is active.
6. Navigate to Business Admin > Objects > Engage Link Settings.
7. Select the appropriate engage_link_settings__v record.
8. Select Edit.
9. Select the allow_sending_of_custom_presentation__v check box.
10. Select Save.

To enable an auto-published CLM presentation or a binder and slide presentation to be shared via web link in CRM, content admin users in PromoMats/MedComms must ensure the Publish for Vault CRM (Web Link) (publish_for_veeva_crm_web_link__v) field is set to Yes on the presentation or binder.

Tokens can be used by content creators to track information about which accounts visit a website shared via web link. Tokens must be appended to the URL of the website by updating the url__v field of the appropriate key_message__v record.

Tokens must be appended to the URL using the following format:

https://www.example.com?[[Parameter 1]]={{Token 1}}&[[Parameter 2]]={{Token 2}}

Admins can define the parameter names. The tokens resolve when viewed by users.

Add the {{linkTracker}} token to track information about how and when the user sent the link:

• Source – The location from where the users sent the link. When sent from Vault CRM, the value is set to VaultCRM.
• Device – The device used by the user to send the link. When sent from Vault CRM on iPad, the value is set to iPad. When sent from Vault CRM on Windows, the value is set to Windows.
• Sent Datetime – The datetime when the user sent the link in ISO 8601 format

For example, you launch the following website from her iPad:

https://www.verteobiopharma.com?user={{userName}}&{{linkTracker}}

The tokens resolve to the following:

https://verteobiopharma.com?user=Sarah%20Jones&src=VaultCRM&dvc=iPad&sentDateTime=2021-08-25T20:05:28Z

The following tokens are also supported for website tracking:

• {{ObjectAPIName.FieldAPIName}}
• {{ObjectAPIName.RelationshipName.FieldAPIName}}
• {{MessageId}}

Tokens can reference fields from the Account and User objects. Other objects are not supported.

For example, when you send a website to an HCP with the following URL:

https://www.verteobiopharma.com?user={{User.Name}}&acctFirst={{Account.FirstName}}&acctLast={{Account.LastName}}

The tokens resolve to the following:

https://www.verteobiopharma.com?user=Sarah%20Jones&acctFirst=Clinton&acctLast=Ackerman

If an account is not selected, then the website resolves to:

https://www.verteobiopharma.com?user=Sarah%20Jones&acctFirst=&acctLast=

End users can share web links for CLM content with HCPs from the media library. Users can launch a supported messaging app directly from Vault CRM or copy the URL to send using another communication channel.

When end users share a web link, the message is always formatted in the following order:

• Message template, if configured and selected
• Web link, formatted as a linked thumbnail image when sharing via Engage chat or plain text when sharing via third-party messaging app

To share a web link with an HCP:

1. Select the Media tab in Vault CRM or the Media button on the call report for a call or Engage meeting to display the media library.
2. Navigate to the CLM Presentations or Websites tab.
3. Select the More Actions menu above the appropriate presentation or website thumbnail.
4. Select Share to view the available sharing options.
5. Select an account before the sharing options display (if the ENGAGE_LINK_ACCOUNT_SELECTION__v Engage Link Setting is set to 0). If the setting is set to 1, users are never prompted to select an account.
6. Select the appropriate app or sharing option.

If users select Engage Chat, the following steps are different. See Sharing Web Links via Engage Chat for more information.

7. Select the recipient in the app, if applicable. To automatically populate the recipient for SMS or WhatsApp, see Defining SMS and WhatsApp Phone Numbers for more information.
8. Select Send.

A shortened version of the URL using the veev.io domain (for example, veev.io/sbn1pyrrix31) is generated and shared. This is used to track click activity. If the shortened URL cannot be generated within ten seconds, the full URL is shared. Activity cannot be tracked when the full URL is shared.

Every time a user shares a web link for a custom presentation, the clm_presentation__v record of the custom presentation is cloned, with the type__v field set to transactional__v. This ensures a copy of the custom presentation shared with the HCP at the time is saved in Vault CRM, so updates to the custom presentation do not affect the content displayed to the HCP when they access the link.

If users attempt to send a link to expired content, the link is not generated and an error message displays.

Sharing Web Links via Engage Chat

To share a web link via Engage chat:

1. Select the Media tab in Vault CRM or the Media button on the call report for a call or Engage meeting to display the media library.
2. Navigate to the CLM Presentations or Websites tab.
3. Select the More Actions menu above the appropriate thumbnail.
4. Select Share to view the available sharing options.
5. Select an account before the sharing options display (if the ENGAGE_LINK_ACCOUNT_SELECTION__v Engage Link Setting is set to 0). If the setting is set to 1, users are never prompted to select an account.
6. Select Engage Chat.
7. Select the recipient in the app, if applicable and not already populated. The recipient field is automatically populated if the selected account only has one Engage profile you are connected to. If the recipient is not automatically populated, the Select Connection modal displays. The list of available connections depends on whether you previously selected an account:
   • You already selected an account and the selected account has more than one Engage profile you are connected to. The Select Connection modal displays with the list of available connections for the account.
   • You already selected an account and the selected account does not have any Engage profiles you are connected to. The Select Connection modal displays with a list of all available connections. Selecting a connection automatically links the Engage profile to the account.
   • You did not select an account, so the Select Connection modal displays with a list of all available connections
8. Preview the message before sending.
9. Select Send.

In addition to the More Actions menu, users can share web links via Engage Chat directly in a chat thread in the Engage tab. To share a web link in a chat thread:

1. Navigate to the appropriate chat thread in the Engage tab.
2. Select the media button in the action bar.
3. Select an account before the sharing options display (if the ENGAGE_LINK_ACCOUNT_SELECTION__v Engage Link Setting is set to 0). If the setting is set to 1, users are never prompted to select an account.
4. Select the appropriate presentation or website from the media library.
5. Select Send.

Web links sent via Engage Chat are tracked in the Engage Connect reports and can be forwarded. See Engage Chat Reports and Copying and Forwarding Engage Chat Messages for more information.

Once a link is shared, a sent_message__v record is automatically created with the following fields populated:

Each time CLM content is accessed from its shortened URL, a message_activity__v record is created with the following fields populated:

Additionally for CLM presentations, a message_activity__v record is created for each slide or PDF page viewed for more than two seconds or downloaded from the HCP Content Player. See Tracking CLM Presentation Views and Downloads for more information.

Viewing Sent Messages on the Account Timeline

Users can view the sent message details, including the tracked activities of the sent message, for an account on the account timeline. Select View More to display the sent_message__v record detail.

Sent messages in the account timeline can also be viewed on the Browser platform.