Setting the Content Target Platform for X-Pages
Vault CRM supports MyInsights content migrated from Veeva CRM, as well as X-Pages created in Vault CRM. MyInsights pages created in Veeva CRM use Veeva CRM API names. X-Pages created in Vault CRM use Vault API names. To allow both types of content to function correctly in Vault CRM, content developers must set the appropriate content target platform for the content. The selected content target platform must match the JavaScript library file used in the content. See the Developer Portal for more information about the JavaScript libraries and their available methods.
Who can use this feature?
- Browser Users
- Users do not require an additional license
- Content Developers
Configuring the Content Target Platform for
Content Developers
To configure this feature:
- Ensure Configuring X-Pages is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set
- Select Objects
- Select html_report__v
- Grant Edit permission to the target_platform__v field on the html_report__v object
- Navigate to Admin > Configuration > Objects.
- Select html_report__v
- Select Layouts
- Select the appropriate layout
- Ensure the target_platform__v field is on the layout
End Users
To configure this feature:
- Ensure Configuring X-Pages is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set
- Select Objects
- Select html_report__v
- Grant Read permission to the target_platform__v field on the html_report__v object.
Setting the Content Target Platform as
Content Developers
To set the appropriate content target platform:
- Navigate to Business Admin > Objects > html_report__v.
- Select the appropriate report.
- Select Edit.
- Select the appropriate Content Target Platform for the report. This value should match the JavaScript library file used in the content. The default value is Vault:
- Salesforce
- Vault
- Select Save.
