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
- Ensure CLM is configured.
- Ensure Approved Email is configured.
- Ensure Using Salesforce Files in Veeva CRM with Lightning is configured.
Configuring the CRM CDN Distribution Integration User
- Navigate to the CRM CDN Distribution Administration tab.
- Enter the integration user's credentials in the Veeva CRM Connection Management section.
- Grant access to the following Apex Classes:
- VeevaContentTriggerHandler
- VeevaDynamicContentPublishingService
- VeevaDistributionRecordManagement
- VeevaDistributionTriggerHelper
- 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
Read
Configuring Approved Email Integration Users
Grant the following permissions:
|
Object |
OLS |
Record Types |
Fields |
FLS |
|---|---|---|---|---|
|
Veeva_Content_vod |
CRU |
Dynamic_Content_vod |
|
Read |
|
Veeva_Distribution_vod |
CRU |
CRM_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 |
|
Edit |
Configuring End 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
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
- 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. To allow recipients to download the personalized version of the content from the HCP Content Player, admins can select the Allow_Source_Download_vod field on the Veeva_Content_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.
