Tracking Save for Later CLM Activity in the Veeva CRM Desktop App

  • CRM Desktop (Windows)

Users can quickly start tracking CLM presentation activity without the dependency of starting it from the online call report. Users can start call mode directly in the Veeva CRM Desktop app, which tracks the slides presented in Presentation View and when call mode is ended, the tracked CLM activity syncs online, where users can reconcile it to a call later.

Users do not need an active internet connection to track Save for Later activity.

Users can view unassigned presentations and associate calls with the activity at a later time on the Browser (Lightning) or iPad platforms.

For example, Sarah Jones meets Dr. Ackerman during a visit to Newton Memorial Hospital and begins discussing Cholecap. She launches a presentation from the media library and displays it in Presentation View. The app initiates Save for Later call mode and begins tracking the activity. When the discussion is over, Sarah ends call mode and the activity syncs online. Later, Sarah syncs her iPad and navigates to My Schedule. She selects the Unassigned Presentation, selects Dr. Ackerman's account, and creates a call report for the activity.

Configuring Save for Later CLM Activity Tracking

To enable save for later tracking:

  1. Ensure Tracking CLM Preview Activity on the Veeva CRM Desktop App is configured.
  2. Clone the CLM_SAVE_FOR_LATER_VOD permission set and assign it to the appropriate users. Alternatively, grant end users the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Call2_vod

    CRU

    n/a

    • Account_vod
    • Call_Datetime_vod
    • CLM_vod
    • Detailed_Products_vod
    • Duration_vod (optional)
    • Owner
    • Parent_Call_vod
    • RecordType
    • Status_vod
    • Territory_vod

    Edit

    • Is_Parent_Call_vod (optional)
    • Name

    Read

    Call2_Detail_vod

    CRU

    n/a

    • Call2_vod
    • Detail_Group_vod
    • Detail_Priority_vod
    • Product_vod
    • Type_vod

    Edit

    Call2_Key_Message_vod

    CRU

    n/a

    • Account_vod
    • Call2_vod
    • Call_Date_vod (optional)
    • CLM_ID_vod
    • CLM_Presentation_Name_vod
    • CLM_Presentation_Version_vod (optional)
    • Detail_Group_vod
    • Display_Order_vod
    • Key_Message_Name_vod
    • Presentation_ID_vod
    • Segment_vod (optional)
    • Share_Channel_vod (optional)
    • User_vod

    Edit

    Name

    Read

    Multichannel_Activity_vod

    n/a

    n/a

    • Call_vod
    • Saved_for_Later_vod

    Edit

Tracking Save for Later CLM Activity

When a user displays a presentation in Presentation View directly from the media library instead of a call report, Save for Later call mode is initiated, meaning the CLM activity is tracked on Multichannel_Activity_vod and Multichannel_Activity_Line_vod records and is not associated with a Call2_vod record. See Tracking CLM Key Messages for more information about the conditions to track CLM activity.

Tracking Save for Later activity stamps the following information on Multichannel_Activity_vod records:

  • Media_Preview_vod = False
  • Saved_for_Later_vod = True

Tracking CLM Preview Activity

Enabling Save for Later CLM activity tracking overrides CLM preview tracking as the default tracking in Presentation View, but users can still track CLM preview activity by selecting Preview from the Start Slideshow drop-down button in the presentation window.

Tracking preview activity stamps the following information on Multichannel_Activity_vod records:

  • Media_Preview_vod = True
  • Saved_for_Later_vod = False

Preview tracking ends when the user starts any type of call.