Viewing Slide Notes in Presentations
- CRM Desktop (Mac, Windows)
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 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:
- Grant the integration user the following permissions:
Record Type Access
- 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.
- Navigate to the CLM Admin Console tab.
- Select View Map for the appropriate Vault connection in the Vault Connection Management section.
- 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.
The slide notes for 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.
For content types other than PowerPoint, slide notes are synced from the crm_slide_notes__v field on presentations in Vault to the HQ_Slide_Notes_vod field on the appropriate Key_Message_vod records. Content creators populate the crm_slide_notes__v field on any presentation in Vault and CRM admins to sync the slide notes to 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.
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
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.
To view slide notes when displaying a presentation on the iPad:
- Select the More Actions button to display the action menu.
- 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 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.