Viewing Slide Notes in Presentations

  • CRM Desktop (Mac, Windows)
  • iPad
  • iPhone

When preparing CLM content in the CLM media player, users can view notes for each key message to ensure they deliver specific, tailored content to HCPs. Slide notes for CLM content are automatically synced from Vault, allowing content creators to include all the necessary context for users when they display the content to HCPs.

PowerPoint content with slide notes must be auto-published as multi-slide presentations. See Using Vault's Auto-Publishing for CLM for more information.

Configuring Slide Notes

To enable slide notes for CLM presentations in CRM:

  1. Grant the integration user the following permissions:

    Object

    OLS

    Record Type Access

    Fields

    FLS

    CLM_Presentation_vod

    n/a

    n/a

    Auto_Slide_Notes_vod

    Edit

    Total_Slides_vod

    Read

    Key_Message_vod

    n/a

    n/a

    • HQ_Slide_Notes_vod
    • Slide_Notes_Version_vod

    Edit

    Update_Slide_Notes_vod

    Read

  2. Grant end users FLS read permission to the HQ_Slide_Notes_vod field on the Key_Message_vod object.

If the CLM_NAV_BAR_HIDE_CONTENT Veeva Setting is enabled, the slide content is obscured when displaying the slide notes.

The CRM integration user must update the CLM field mapping in the CLM Admin Console.

  1. Navigate to the CLM Admin Console tab.
  2. Select View Map for the appropriate Vault connection in the Vault Connection Management section.
  3. Select Compare CRM to Vault.

To process slide notes from PowerPoint content in Vault, grant Vault integration users Read permission to the format__v field on the Multichannel Presentation document type and any other document types used for auto-publishing.

Syncing Slide Notes

The slide notes for auto-published PowerPoint content are synced from Vault to the HQ_Slide_Notes_vod field on the appropriate Key_Message_vod records. Any text formatting in the slide notes for PowerPoint presentations is preserved when synced to CRM. Users can view the progress of syncing slide notes in the Slide Notes Process History section of the CLM Admin Console to check how long they need to wait for the slide notes to be available in CRM.

To process a PowerPoint presentation and sync the slide notes, the file extension must be lowercase (.pptx).

For other types of content published via binders and slides, content creators must populate the crm_slide_notes__v field on the slide documents in Vault. The crm_slide_notes__v field syncs to the HQ_Slide_Notes_vod field on the appropriate Key_Message_vod records in CRM.

In Vault, the crm_slide_notes__v field must be added to the appropriate document types and Vault integration users need Read access to the crm_slide_notes__v field.

In CRM, admins must update the field mapping in the CLM Admin Console to map the crm_slide_notes__v field from Vault to the HQ_Slide_Notes_vod field on the Key_Message_vod object in CRM.

Admins can manually update the text in the HQ_Slide_Notes_vod field on a Key_Message_vod record, but the changes are overridden in the next sync.

Best Practices

As a best practice to correctly sync slide notes, ensure the following:

  • Each slide note contains fewer than 130,000 characters
  • PowerPoint presentations contain 1000 slides or fewer
  • PowerPoint files are less than 100MB

Viewing Slide Notes

When sharing content in an Engage meeting, sharing is paused when the user opens the slide notes and resumes when the user closes the notes. When sending a presentation via web link or QR code, the slide notes are not included.

When Host Screen Sharing on the iPad is enabled for the Engage Connect group to which the user belongs, sharing does not pause when slide notes are open.

To view slide notes when displaying a presentation on the iPad:

  1. Select the More Actions button to display the action menu.
  3. Select Show Slide Notes.

The slide notes also display when the iPad is in portrait mode.

When displaying presentations in Normal View in Veeva CRM on Desktop, the slide notes display below the slide preview.

Users can select and drag the top of the notes panel to expand it and view more of the text.

Slide notes also display in Presenter View. See Displaying Presentations in Presenter View for more information.