Assembling Custom Presentations in the Veeva CRM Desktop App

  • CRM Desktop (Mac, Windows)

This feature is available in the Engage Sandbox for testing before the production upgrade. See Supporting Engage Sandbox Releases for more information.

Users can create and assemble customized presentations from the existing presentation slides in their media libraries to deliver specifically tailored messages to targeted accounts.

Users can perform the following actions:

  • Creating a custom presentation
  • Making a copy of an existing read-only presentation

    Read-only presentations are HQ presentations and cannot be created or deleted by users. The presentation window for a read-only presentation displays Read Only next to the slide counter.

  • Making a copy of an existing custom presentation

Users cannot modify the content in the slides or delete custom presentations.

For example, Larry Lakes, an MSL, is planning to visit Dr. Ackerman. In the previous call, Dr. Ackerman asked about specific information regarding Cholecap. Before the call, Larry creates a custom presentation and adds slides from two different existing presentations, deletes a slide that is not relevant, and rearranges the remaining slides to improve the flow. He then saves the presentation with a new name for use in the future.

Enhanced sub-presentations are not supported with custom presentations in Veeva CRM Desktop. When enhanced sub-presentations are enabled, users cannot create custom presentations.

Configuring Custom Presentations in the Veeva CRM Desktop App

Ensure the initial configuration for CLM is complete to use this functionality.

As a best practice to prevent errors in custom presentations, populate the CUSTOM_PRESENTATION_MANAGEMENT_vod Multichannel Setting with a value of 1.

The Veeva CRM Desktop app does not respect the MULTI_PROD_USER_DEFINED_PRESENTATION_vod Veeva Setting.

Disabling Custom Presentations

To disable custom presentations for end users:

  1. Remove the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    CLM_Presentation_vod

    C

    n/a

    • Mobile_ID_vod

    • Status_vod

    • Type_vod

    Edit

    CLM_Presentation_Slide_vod

    C

    n/a

    Mobile_ID_vod

    Edit

  2. Navigate to Security > Sharing Settings for the CLM_Presentation_vod object, deselect Private for Default Internal Access, and select the Grant Access Using Hierarchies check box. This also defines the settings for the CLM_Presentation_Slide_vod object, which is a child of CLM_Presentation_vod.

  3. Delete any sharing rules granting end users access to presentations created by content admins, for example, Type_vod != Custom.

To disable automatically adding sub-presentations when end users create custom presentations:

  1. Remove FLS Edit permission for end users to the Mandatory_Slides_vod field on the CLM_Presentation_Slide_vod object.
  2. Navigate to Custom Settings > Multichannel Settings.
  3. Select Manage.
  4. Select Edit.
  5. Populate the ENHANCED_SUB_PRESENTATIONS_vod Multichannel Setting with a value of 0.

Creating and Assembling Custom Presentations

When creating or assembling a custom presentation, users can add slides from other presentations with different products.

Creating a Custom Presentation

To create a custom presentation:

  1. Open presentations containing the slides for the custom presentation.
  2. Select the Veeva CRM Desktop menu.

  3. Select New Presentation.
  4. Select and drag the appropriate slides from the open presentations to the blank custom presentation.

  5. Select the Edit menu to edit the slides or use the appropriate keyboard shortcuts.

  6. Drag and drop or copy and paste slides to reorder them, including multiple slides at a time.
  7. Select the File menu.

  8. Select Save.
  9. Enter the name of the presentation and any desired labels. Selecting the Labels text field displays the Add Labels modal. See Labeling Presentations for more information.
  10. Select Save.

Users can create multiple custom presentations at the same time.

The Slide Sorter allows users to view all the slides in the presentation and easily rearrange the order of the slides. Users can switch between Normal View and the Slide Sorter from the button next to the slide counter.

Users must save the custom presentation before closing or navigating away from the custom presentation window.

When a user selects Apply Updates in the media library, they must review or discard the unsaved changes for each open presentation before they can continue. Once all the presentations are reviewed and saved, the media library syncs and applies the updates.

Duplicating an Existing Presentation

To make a copy of an existing presentation:

  1. Open the appropriate presentation and select the File menu. Alternatively, select the More Actions button for the presentation in the media library.

    Users on the CRM Desktop (Windows) platform can also use the right-select context menu in the media library.

  2. Select Duplicate.
  3. Select the Edit menu to edit the slides or use the appropriate keyboard shortcuts. Drag and drop or copy and paste slides to reorder them, including multiple slides at a time.
  4. Select the File menu.
  5. Select Save.
  6. Enter the name of the presentation and any desired labels. Selecting the Labels text field displays the Add Labels modal.
  7. Select Save.

Deleting a Custom Presentation

Users can delete custom presentations to ensure the media library only contains up-to-date content. Deleting a custom presentation expires the CLM_Presentation_vod record and removes it from the library.

To delete a custom presentation:

  1. Select the More Actions button for the appropriate presentation in the media library.
  2. Select Delete.
  3. Select Delete in the confirmation popup.

Managing Custom Presentation Properties

Users can only edit the properties for a custom presentation if there is at least one slide. To edit the properties of a custom presentation:

  1. Open the custom presentation.
  2. Select the File menu.
  3. Select Properties.
  4. Edit the appropriate properties:
    • Name
    • Product
    • Keywords
    • Description

    If customers set required fields on the CLM_Presentation_vod object, users will encounter sync errors when syncing the media library as the required fields may not be populated.

  5. Select Save.