Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/SMSBusinessMessaging/ConfiguringSMS.htm ## Configuring Text Messaging in Vault CRM ### Configuring SMS Business Messaging for [![Closed](../../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators, Business Admin Users](#) To configure this feature: 1. Ensure [Configuring Consent Capture](../../../ConsentCapture/CCConfiguration.htm) 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 | | --- | --- | --- | --- | --- | | account\_\_v | R | All applicable object types | sms\_\_v | Read | | messaging\_business\_account\_\_v | CRE | All applicable object types | * connection\_status\_\_v * external\_id\_\_v * last\_error\_message\_\_v * last\_synced\_datetime\_\_v * name\_\_v * primary\_assignee\_for\_new\_inbound\_chat\_\_v * secondary\_assignee\_for\_new\_inbound\_chat\_\_v * status\_\_v | Edit | | messaging\_phone\_number\_\_v | CRE | All applicable object types | * number\_\_v * sms\_connection\_status\_\_v * sms\_business\_account\_\_v * sms\_phone\_number\_id\_\_v * last\_error\_message\_\_v | Edit | | message\_template\_business\_account\_\_v | CRE | All applicable object types | * message\_template\_\_v * messaging\_business\_account\_\_v * vexternal\_id\_\_v | Edit | | message\_template\_\_v | CRE | All applicable object types | * message\_template\_text\_\_v * template\_text\_placeholder\_\_v * language\_\_v * status\_\_v * hidden\_\_v * product\_\_v * detail\_group\_\_v | Edit | | engage\_link\_settings\_\_v | CRE | n/a | * engage\_link\_account\_selection\_\_v * engage\_link\_apps\_\_v | Edit | | sent\_message\_\_v | R | All applicable object types | * account\_\_v * call\_\_v * capture\_datetime\_\_v * message\_content\_\_v * message\_template\_\_v * message\_values\_\_v * sent\_from\_platform\_\_v * sent\_via\_\_v * shortened\_engage\_link\_\_v * to\_\_v * transaction\_type\_\_v * user\_\_v * vexternal\_id\_\_v | Read | | message\_activity\_\_v | R | All applicable object types | * activity\_\_v * activity\_date\_\_v * client\_device\_\_v * client\_name\_\_v * client\_os\_\_v * client\_type\_\_v * clm\_presentation\_\_v * ip\_address\_\_v * sent\_message\_\_v * user\_agent\_\_v | Read | | consent\_header\_\_v | CRE | All applicable object types | * country\_\_v * language\_\_v * status\_\_v | Edit | | consent\_type\_\_v | CRE | All applicable object types | * channel\_label\_\_v * channel\_source\_\_v * consent\_header\_\_v * legacy\_consent\_channel\_\_v * subscribe\_keyword\_\_v * unsubscribe\_keyword\_\_v | Edit | | multichannel\_consent\_\_v | R | All applicable object types | * account\_\_v * capture\_datetime\_\_v * consent\_header\_\_v * consent\_type\_\_v, opt\_type\_\_v * opt\_method\_\_v * signature\_data\_\_v * signature\_datetime\_\_v | Read | | multichannel\_route\_\_v | CRE | All applicable object types | * country\_\_v * language\_\_v * event\_\_v * message\_template\_\_v * object\_\_v * record\_type\_name\_\_v | Edit | | message\_template\_content\_\_v | CRE | All applicable object types | * clm\_presentation\_\_v * message\_template\_\_v | Edit | ### Configuring SMS Business Messaging for [![Closed](../../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Engage System User](#) System Users are created in Vault CRM instances and managed by Veeva for integration purposes. By default, these users are assigned the appropriate permission set. Customers cannot update the permission set. For more information, see [System Owned Users in Vault CRM](../../../../General/SystemUsers.htm). ### Configuring SMS Business Messaging for [![Closed](../../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) To configure this feature: 1. Ensure [Configuring Consent Capture](../../../ConsentCapture/CCConfiguration.htm) is complete. 2. Set up consent for SMS Business Messaging. See [Capturing Consent for Messaging](../WhatsAppBusinessMessaging/ManageMessagingConsent.htm) for more information. 3. Navigate to **Admin > Users & Groups > Permission Sets**. 4. Select the appropriate permission set. 5. Select the **Objects** tab. 6. Grant the following permissions: | Object | Object Permission | Object Types | Fields | Field Permission | | --- | --- | --- | --- | --- | | account\_\_v | CRE | All applicable object types | * sms\_\_v | Edit | | * country\_\_v * language\_\_v * vcountry\_\_v | Read | | messaging\_business\_account\_\_v | R | All applicable object types | * connection\_status\_\_v * external\_id\_\_v * last\_error\_message\_\_v * last\_synced\_datetime\_\_v * name\_\_v * primary\_assignee\_for\_new\_inbound\_chat\_\_v * secondary\_assignee\_for\_new\_inbound\_chat\_\_v * status\_\_v | Read | | messaging\_phone\_number\_\_v | R | All applicable object types | * number\_\_v * sms\_connection\_status\_\_v * sms\_business\_account\_\_v * sms\_phone\_number\_id\_\_v * last\_error\_message\_\_v | Read | | message\_template\_business\_account\_\_v | R | All applicable object types | * message\_template\_\_v * messaging\_business\_account\_\_v * vexternal\_id\_\_v | Read | | message\_template\_\_v | R | All applicable object types | * message\_template\_text\_\_v * template\_text\_placeholder\_\_v * language\_\_v * status\_\_v * hidden\_\_v * product\_\_v * detail\_group\_\_v | Read | | engage\_link\_settings\_\_v | R | n/a | * allow\_sending\_of\_custom\_presentation\_\_v * application\_profile\_\_v * created\_by\_\_v * created\_date\_\_v * engage\_link\_account\_selection\_\_v * engage\_link\_apps\_\_v * modified\_by\_\_v * modified\_date\_\_v * name\_\_v * security\_profile\_\_v * setupownerid\_\_v * status\_\_v | Read | | sent\_message\_\_v | CRE | All applicable object types | * account\_\_v * call\_\_v * capture\_datetime\_\_v * message\_content\_\_v * message\_template\_\_v * message\_values\_\_v * sent\_from\_platform\_\_v * sent\_via\_\_v * shortened\_engage\_link\_\_v * to\_\_v * transaction\_type\_\_v * user\_\_v * vexternal\_id\_\_v | Edit | | message\_activity\_\_v | R | All applicable object types | * activity\_\_v * activity\_date\_\_v * client\_device\_\_v * client\_name\_\_v * client\_os\_\_v * client\_type\_\_v * clm\_presentation\_\_v * ip\_address\_\_v * sent\_message\_\_v * user\_agent\_\_v | Read | | consent\_header\_\_v | R | consent\_header\_default\_\_v | * consent\_header\_help\_text\_\_v * consent\_header\_status\_\_v * country\_\_v * created\_by\_\_v * created\_date\_\_v * inactive\_datetime\_\_v * language\_\_v * modified\_by\_\_v * modified\_date\_\_v * name\_\_v * object\_type\_\_v * status\_\_v | Read | | consent\_type\_\_v | R | messaging\_\_v | * channel\_label\_\_v * channel\_source\_\_v * consent\_custom\_duration\_\_v * consent\_expires\_in\_\_v * consent\_header\_\_v * created\_by\_\_v * created\_date\_\_v * default\_consent\_type\_\_v * disclaimer\_text\_file\_\_v * display\_order\_\_v * legacy\_consent\_channel\_\_v * modified\_by\_\_v * modified\_date\_\_v * name\_\_v * product\_preference\_\_v * subscribe\_keyword\_\_v * unsubscribe\_keyword\_\_v * zvod\_consent\_default\_consent\_text\_file\_\_v | Read | | multichannel\_consent\_\_v | CRE | All applicable object types | * account\_\_v * capture\_datetime\_\_v * consent\_header\_\_v * consent\_type\_\_v, opt\_type\_\_v * opt\_method\_\_v * signature\_data\_\_v * signature\_datetime\_\_v | Edit | | multichannel\_route\_\_v | R | All applicable object types | * country\_\_v * language\_\_v * event\_\_v * message\_template\_\_v * object\_\_v * record\_type\_name\_\_v | Read | | message\_template\_content\_\_v | R | All applicable object types | * clm\_presentation\_\_v * message\_template\_\_v | Read | 7. Navigate to **Admin > Users & Groups**. 8. Select the appropriate user record. 9. Verify the sms\_phone\_number\_\_v field on the user record is populated with a valid SMS phone number. 10. Navigate to **Business Admin > Objects > messaging\_phone\_number\_\_v**. 11. Verify the following: * The SMS phone number is actively connected (the sms\_connection\_status\_\_v field on the messaging\_phone\_number\_\_v object has a value of connected\_\_v). * The SMS phone number is associated with a connected and active SMS business account (the sms\_business\_account\_\_v field on the messaging\_phone\_number\_\_v object is populated, and its parent connection\_status\_\_v field on the messaging\_business\_account\_\_v object has a value of connected\_\_v). 12. Navigate to **Business Admin > Objects > VMobile Object Configurations**. 13. Enable Full Sync VMOCs for the following objects on iPad and iPhone platforms: * consent\_header\_\_v * consent\_type\_\_v * engage\_link\_settings\_\_v * message\_activity\_\_v * message\_template\_\_v * message\_template\_content\_\_v * message\_template\_business\_account\_\_v * messaging\_phone\_number\_\_v * messaging\_business\_account\_\_v * multichannel\_consent\_\_v * multichannel\_route\_\_v * sent\_message\_\_v 14. Add the **Primary User** and **Secondary User** on the Messaging Business Account record. See Assigning Users for New Inbound Chats for more information. 15. Assign end users to a connected phone number. See [Assigning Users to SMS Business Account Phone Numbers](SMSBusinessMessagingAM.htm#Assigning-Phone-Numbers-to-Users) for more information. #### Optional Configuration To define restricted phrase rules for SMS Business conversations, see [Using Restricted Phrase Rules for Messaging](../RestrictedPhrases.htm). To allow end users to share web links for CLM content via SMS messages from the media library, see [Sharing CLM Content via Web Link](../../Share/ShareCLMLink.htm). Additionally, to allow end users to select message templates to accompany web links, see [Using Message Templates When Sharing Web Links.](../../Share/MessageTemplates.htm) #### Considerations SMS Business Messaging and [Engage chat](../EngageTab.htm) cannot be configured together. ### Related Topics [Text Messaging in Vault CRM](SMSBusinessMessagingOverview.htm) [Managing Text Message Templates in Vault CRM](ManageSMSTemplates.htm) [Text Messaging Administration](SMSBusinessMessagingAM.htm)