Using Deep Linking in X-Pages
Deep Linking allows end users to access certain Vault CRM features directly from an X-Page or section based on the information presented. For example, content developers can use Deep Linking to allow users to:
- Launch Call Reporting
- Navigate to existing records in Vault CRM
- Navigate to different X-Pages tabs
- Navigate to the Media Library
- Take action on Suggestions
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- Content Developers, End Users
Configuring Deep Linking in X-Pages for
End Users
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Ensure Configuring X-Pages is complete.
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Navigate to Admin > Users & Groups > Permission Sets.
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Select the appropriate permission set.
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Select the Objects tab.
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Grant end users the appropriate object and field permissions for a specific feature to perform those tasks from an X-Page. For example, to create a medical inquiry for an HCP from an X-Page, end users need all the necessary Medical Inquiry permissions to create and view a medical inquiry.
Using Deep Linking in X-Pages as
Content Developers
Deep Linking is not supported for the Call, Inventory Monitoring, or Order Management entry points.
Content Developers can enable the following actions for end users with X-Pages Deep Linking:
- Launch the CLM media library from an X-Page for a specific HCP or launch a specific CLM presentation. Browser users can open the linked content when using a desktop computer and the Windows CRM Desktop app.
- Perform any suggestion action from an X-Page, including Dismiss, Mark as Complete, and Execute
- Create records or view records for the following capabilities from an X-Pages section or page:
- Account - view an account
- Account Plan - view an account plan
- Account Tactics - view account tactics
- Account Action Items - view action items
- Approved Email -
- Create an email - end users can specify the template, recipient, and fragment
- View sent emails - end users can optionally navigate to the record detail
End users need access to the myinsights__v object type on the sent_email__v object to perform Approved Email tasks from X-Pages.
- Call Objective - view call objectives
- Call Reporting - create or view a call report
- Case - view case information
Content developers can use either the case name or case ID to navigate to a case record. The case name is preferred.
- Competitor - view competitor information
- Custom objects - view information for any custom object
- Inventory Monitoring - create or view an inventory monitoring record
- Medical Event - view a medical event
- Medical Inquiry - create or view a medical inquiry
- Medical Insight - create or view a medical insight
- Opportunity - view an opportunity
- Opportunity Competitor - view opportunity competitor information
- Opportunity Line - view an opportunity line
- Opportunity Team Member - view information about an opportunity team member
- Order - create or view an order
- Survey Target - view a survey target
- SWOTs and Goals - view SWOTs and goals
- View a different section within the current context from an X-Pages section or page for the following:
- Account - view information on a different page for the same account
- Territory - view information on a different page within the home page
