Generating and Sending Dynamic Content

  • iPad

Customers can use dynamic content to enable end users to generate personalized versions of content for HCPs and share them via Approved Email. This allows end users to follow up with HCPs about the personalized content discussed while presenting CLM content, for example, a cost calculator, formulary matrix, or personalized reprint.

For example, you present a CLM presentation to an HCP. The presentation includes a formulary matrix which is tailored to display relevant product information for the specific HCP. To allow the HCP to have a copy of the matrix with these specific values, you select a button in the slide labeled Share to generate a personalized version of the CLM content. Approved Email launches automatically with a link to the personalized content in the body of the email. You send the email to the HCP.

See Creating Dynamic Content for more information about and best practices for creating dynamic content as a content creator.

Configuring Generating and Sending Dynamic Content

To configure dynamic content, the following types of users are required and must be appropriately configured:

  • CRM CDN Distribution integration user
  • Approved Email integration user
  • End users

Prerequisites

  1. Ensure CLM is configured.
  2. Ensure Approved Email is configured.
  3. Ensure Using Salesforce Files in Veeva CRM with Lightning is configured.

Configuring the CRM CDN Distribution Integration User

  1. Navigate to the CRM CDN Distribution Administration tab.
  2. Enter the integration user's credentials in the Veeva CRM Connection Management section.
  3. Grant access to the following Apex Classes:
    • VeevaContentTriggerHandler
    • VeevaDynamicContentPublishingService
    • VeevaDistributionRecordManagement
    • VeevaDistributionTriggerHelper
  4. Grant the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Veeva_Content_vod

    CRU

    Dynamic_Content_vod

    • Account_vod
    • Allow_Source_Download_vod
    • Content_Status_vod
    • Dynamic_Content_Vault_Doc_ID_vod
    • Dynamic_Content_Vault_Instance_ID_vod
    • Detail_Group_vod
    • Display_Name_vod
    • Description_vod
    • Expiration_Date_vod
    • Language_vod
    • Publish_for_Distribution_vod
    • Product_vod
    • Status_Details_vod

    Edit

    Veeva_Distribution_vod

    CRU

    CRM_Content_vod

    • CDN_Status_vod
    • CDN_Path_vod
    • CDN_Path_Contains_Org_vod
    • Distribution_Channel_vod
    • File_Extension_vod
    • File_Name_vod
    • File_Size_vod
    • File_Type_vod
    • Last_Processed_Date_vod
    • Last_Published_File_vod
    • Last_Published_Version_vod
    • Processing_Status_vod
    • Status_Details_vod
    • Veeva_Content_vod

    Edit

    • Allow_Source_Download_vod
    • Content_Status_vod
    • Veeva_Content_vod

    Read

Configuring Approved Email Integration Users

Grant the following permissions:

Object

OLS

Record Types

Fields

FLS

Veeva_Content_vod

CRU

Dynamic_Content_vod

  • Account_vod
  • Allow_Source_Download_vod
  • Content_Status_vod
  • Dynamic_Content_Vault_Doc_ID_vod
  • Dynamic_Content_Vault_Instance_ID_vod
  • Detail_Group_vod
  • Display_Name_vod
  • Description_vod
  • Expiration_Date_vod
  • Language_vod
  • Publish_for_Distribution_vod
  • Product_vod
  • Status_Details_vod

Read

Veeva_Distribution_vod

CRU

CRM_Content_vod

  • Allow_Source_Download_vod
  • CDN_Status_vod
  • CDN_Path_vod
  • CDN_Path_Contains_Org_vod
  • Content_Status_vod
  • Distribution_Channel_vod
  • File_Extension_vod
  • File_Name_vod
  • File_Size_vod
  • File_Type_vod
  • Last_Processed_Date_vod
  • Last_Published_File_vod
  • Last_Published_Version_vod
  • Processing_Status_vod
  • Status_Details_vod
  • Veeva_Content_vod

Read

Sent_Email_vod

R

CLM_vod

Veeva_Content_vod

Read

Sent_Fragment_vod

CRU

Sent_Veeva_Content_vod

Sent_Veeva_Content_vod

Edit

Email_Activity_vod

CRU

Veeva_Content_Player_Activity_vod

  • Activity_DateTime_vod
  • Approved_Document_vod
  • Duration_vod
  • Event_type_vod
  • Media_Type_vod
  • Transaction_Type_vod
  • Veeva_Distribution_vod
  • Veeva_Content_vod

Edit

Configuring End Users

  1. Grant the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Veeva_Content_vod

    CRU

    Dynamic_Content_vod

    • Account_vod
    • Allow_Source_Download_vod
    • Content_Status_vod
    • Dynamic_Content_Vault_Doc_ID_vod
    • Dynamic_Content_Vault_Instance_ID_vod
    • Detail_Group_vod
    • Display_Name_vod
    • Description_vod
    • Expiration_Date_vod
    • Language_vod
    • Publish_for_Distribution_vod
    • Product_vod
    • Status_Details_vod

    Read

    Veeva_Distribution_vod

    CRU

    CRM_Content_vod

    • Allow_Source_Download_vod
    • CDN_Status_vod
    • CDN_Path_vod
    • CDN_Path_Contains_Org_vod
    • Content_Status_vod
    • Distribution_Channel_vod
    • File_Extension_vod
    • File_Name_vod
    • File_Size_vod
    • File_Type_vod
    • Last_Processed_Date_vod
    • Last_Published_File_vod
    • Last_Published_Version_vod
    • Processing_Status_vod
    • Status_Details_vod
    • Veeva_Content_vod

    Read

    Sent_Email_vod

    CRU

    CLM_vod

    Veeva_Content_vod

    Edit

    Sent_Fragment_vod

    CRU

    Sent_Veeva_Content_vod

    Sent_Veeva_Content_vod

    Edit

    Email_Activity_vod

    R

    Veeva_Content_Player_Activity_vod

    • Activity_DateTime_vod
    • Approved_Document_vod
    • Duration_vod
    • Event_type_vod
    • Media_Type_vod
    • Transaction_Type_vod
    • Veeva_Distribution_vod
    • Veeva_Content_vod

    Read

  2. Ensure the following Top Level VMOCs are active and have Meta Data Only selected:
    • Veeva_Content_vod
    • Veeva_Distribution_vod

Generating and Sending Dynamic Content

To generate a personalized version of dynamic content, end users present CLM content associated with a dynamic content template, populate any user input fields with data from the HCP, and select the user action that executes the generateDynamicContent JavaScript method. Only Dynamic Content Templates in Steady State can be used when generating dynamic CLM content.

After the personalized version of the content is generated, the Send Email screen launches automatically with the HCP selected as the recipient. The body of the email contains a link from the {{DynamicContentLink}} token. End users can select the link to preview the content in the browser before sending the email.

Preview activity is not tracked for dynamic content links. Additionally, end users cannot download the content while previewing.

When end users send the email, the personalized version of the content is populated in the Veeva_Content_vod field on the Sent_Email_vod record.

When recipients select the link to the content in the Approved Email, the content displays in the HCP Content Player. See Using the HCP Content Player for more information about how content displays and activity tracking for dynamic content.