Previewing Rendered Approved Email Content

  • Online (Lightning only)

Users in Lightning Ready orgs can preview rendered Approved Documents or sent emails directly within CRM. This enables users to ensure information in the content is correct.

For example, Amy Brown wants to review the Cholecap Event Feedback Email Template. When she navigates to the record’s detail page, she can see the email template HTML rendered directly within CRM.

Displaying Approved Documents and Sent Emails

Displaying HTML content in Approved Documents and displaying HTML content in Sent Emails can be configured independently.

Approved Document HTML Content

To display Approved Document HTML content:

  1. Ensure the Veeva CRM Lightning Ready package is deployed.
  2. Ensure at least one Lightning record page exists for the Approved_Document_vod object.
  3. Grant admins and end-users access to the ViewApprovedDocumentHTML_vod Visualforce page.
  4. Navigate to the appropriate Approved_Document_vod Lightning record page.
  5. Add a new Visualforce component to the page layout.
  6. Assign the ViewApprovedDocumentHTML_vod Visualforce page to the component.
  7. Select Save.
  8. Clear the Veeva cache.

Sent Email HTML Content

To display Sent Email HTML content:

  1. Ensure the Veeva CRM Lightning Ready package is deployed.
  2. Ensure at least one Lightning record page exists for the Sent_Email_vod object.
  3. Grant admins and end-users access to the ViewSentEmailHTML_vod Visualforce page.
  4. Navigate to the appropriate Sent_Email_vod Lightning record page.
  5. Add a new Visualforce component to the page layout.
  6. Assign the ViewSentEmailHTML_vod Visualforce page to the component.
  7. Select Save.
  8. Clear the Veeva cache.