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
- Navigate to My Schedule to schedule calls
For example, to identify high-value HCPs to interact with in the coming week, users can select several HCPs from an X-Page, then navigate to the My Schedule view with the selected HCPs ready to schedule. Users can then drag each account onto the schedule into an available time slot. When finished, they select the Back button to return to the previous X-Page.
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
- Select one or multiple accounts on an X-Page and open them in My Schedule Week View to schedule calls for each
- 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
- 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
