Configuring CLM Users

Initial configuration includes the setup of all default functionality for CLM. Advanced functionality requires additional configuration.

Configuring CLM Admins and Integration Users

To configure CLM for admins, content admins, and integration users:

  1. Grant the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    CLM_Presentation_vod

    CRUD

    n/a

    • Approved_vod
    • Default_Presentation_vod
    • Description_vod
    • Directory_vod
    • End_Date_vod
    • Hidden_vod
    • Mobile_Id_vod
    • Name
    • Presentation_Id_vod
    • Product_vod
    • Start_Date_vod
    • Status_vod
    • Vault_DNS_vod
    • Vault_Doc_Id_vod
    • Vault_External_Id_vod
    • Vault_GUID_vod
    • Vault_Last_Modified_Date_Time_vod
    • VExternal_Id_vod
    • Version_vod

    Edit

    CLM_Presentation_Slide_vod

    CRUD

    n/a

    • CLM_Presentation_vod
    • Display_Order_vod
    • External_Id_vod
    • Key_Message_vod
    • Mobile_Id_vod
    • Name
    • Sub_Presentation_vod
    • VExternal_Id_vod

    Edit

    Directory_vod

    CRU

    n/a

    • CreatedById
    • Display_Order_vod
    • External_ID_vod
    • LastModifiedById
    • Level_vod
    • Name
    • OwnerId
    • Parent_Directory_vod
    • RecordTypeId

    Edit

    Key_Message_vod

    CRUD

    n/a

    • Active_vod
    • CDN_Path_vod
    • Description_vod
    • Detail_Group_vod
    • iOS_Resolution_vod
    • Language_vod
    • Name
    • Product_vod
    • Status_vod
    • Slide_Version_vod
    • Vault_DNS_vod
    • Vault_Doc_Id_vod
    • Vault_External_Id_vod
    • Vault_GUID_vod
    • Vault_Last_Modified_Date_Time_vod
    • VExternal_Id_vod

    Edit

    Product_vod

    R

    n/a

    VExternal_Id_vod

    Edit

  2. Grant access to and create tabs for the following Visualforce pages:
    • CLM_Admin_vod
    • CRM_Vault_Metadata_Sync_vod
  3. Create the Directory tab.

Configuring CLM End Users

  1. To configure CLM for end users, grant the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Call_Clickstream_vodCRUn/a
    • Answer_vod

    • Call_vod

    • CLM_ID_vod

    • Key_Message_vod

    • Presentation_ID_vod

    • Product_vod

    • Track_Element_Description_vod

    Include any custom zvod fields created for tracking.

    Edit

    Call2_vod

    n/a

    n/a

    zvod_CLMDetails_vod

    Read

    Call2_Key_Message_vod

     

    n/a

     

    n/a

     

    • CLM_ID_vod

    • Reaction_vod

    Read

    • Clm_Presentation_Name_vod

    • Key_Message_Name_vod

    Edit

    CLM_Presentation_vod

    CRUD

    n/a

    • Approved_vod
    • Default_Presentation_vod
    • Description_vod
    • Directory_vod
    • End_Date_vod
    • Hidden_vod
    • Keywords_vod
    • Name
    • Presentation_Id_vod
    • Product_vod
    • Start_Date_vod
    • Status_vod
    • Vault_External_Id_vod
    • Version_vod

    Include any fields being configured as presentation filters or groups.

    Read

    CLM_Presentation_vod

    n/an/a
    • Mobile_Id_vod

    • Type_vod

    Edit

    CLM_Presentation_Slide_vod

    CRUD

    n/a

    • CLM_Presentation_vod
    • External_Id_vod
    • Mobile_Id_vod
    • Name
    • Sub_Presentation_vod
    • VExternal_Id_vod

    Read

    CLM_Presentation_Slide_vod

    n/an/a
    • Display_Order_vod
    • Key_Message_vod
    • Mandatory_Slide_vod
    • Mobile_Id_vod
    Edit

    Directory_vod

    R

    n/a

    • CreatedById
    • Display_Order_vod
    • External_ID_vod
    • LastModifiedById
    • Level_vod
    • Name
    • OwnerId
    • Parent_Directory_vod
    • RecordTypeId

    Read

    Key_Message_vod

    R

    n/a

    • Active_vod
    • CDN_Path_vod
    • Description_vod
    • Detail_Group_vod
    • iOS_Resolution_vod
    • Is_Shared_Resource_vod
    • Language_vod
    • Name
    • Product_vod
    • Shared_Resource_vod
    • Status_vod
    • Vault_GUID_vod
    • Vault_External_Id_vod

    Read

    My_Setup_Products_vod

    R

    n/a

    Product_vod

    Read

  2. Create My Setup product records for all products aligned to end users.

Designating Content Admins

An additional process is required to designate users as content admins:

  1. Add the Content_Admin_vod field to the appropriate User page layouts.
  2. Navigate to the appropriate user.
  3. Select the Content Admin check box.

Configuring Page Layouts for CLM

  1. Add the CLM Presentation Slides Related List to the following object page layouts:
    • CLM_Presentation_vod – display the Key Message, Display Order, and CLM Presentation Slide Name columns
    • Key_Message_vod – display the CLM Presentation, Display Order, and CLM Presentation Slide Name columns
  2. Add the following fields to the CLM_Presentation_vod object page layout:
    • Approved_vod
    • Default_Presentation_vod
    • Description_vod
    • Name
    • Presentation_Id_vod – deselect the Unique check box
    • Product_vod
    • Status_vod – activate all picklist values
  3. Add the following fields to the CLM_Presentation_Slide_vod object page layout:
    • CLM_Presentation_vod
    • Display_Order_vod
    • Key_Message_vod
    • Name
  4. Add the following fields to the Key_Message_vod object page layout:
    • Active_vod
    • Description_vod
    • Language_vod
    • Name
    • Product_vod
    • Status_vod – activate all picklist values
  5. Add the VExternal_Id_vod field to the Product_vod object page layout.
  6. Add the zvod_CLMDetails_vod field to the appropriate Call2_vod object page layout.

Other Configurations

  1. Activate a Full Sync VMOC for the Directory_vod object.
  2. Activate a Full Sync VMOC for the Call_Clickstream_vod object.

  3. Navigate to Security > Sharing Settings for the CLM_Presentation_vod object, select Private for Default Internal Access, and deselect the Grant Access Using Hierarchies check box. This also defines the settings for the CLM_Presentation_Slide_vod object, which is a child of CLM_Presentation_vod.

  4. Create a sharing rule to grant end users access to presentations created by content admins, for example, Type_vod != Custom.
  5. Optionally, add a custom formula field on the CLM_Presentation_Slide_vod object with the value Key_Message_vod__r.Product_vod__r.Name, which makes it easier to review what’s included in a presentation from the related list.

Enabling Veeva Settings

  1. Select the CLM_ENABLE_AUTO_LAUNCH_vod Veeva Setting check box.
  2. Select the CLM_HIGHLIGHTER_PEN_vod Veeva Setting check box.
  3. Select the CLM_SELECT_ACCOUNT_PREVIEW_MODE_vod Veeva Setting check box.
  4. Select the MULTI_PROD_USER_DEFINED_PRESENTATION_vod Veeva Setting check box.
  5. Populate the CLM_Presentation_Grouping_vod Veeva Setting with the CLM_PRESENTATION_GROUPING Veeva Message.

Populating Veeva Messages

  1. Populate the CLM_FILTER_FIELDS Veeva Message with a comma-delimited list of CLM_Presentation_vod fields (API names) to display as filters, for example, Product_vod__c,Custom_Indication__c,Custom_Therapeutic_Area__c.

    Admins can configure profile-specific Multichannel Settings and populate the CLM_FILTER_FIELDS_vod setting for each profile with a Veeva Message defining the filter fields for that profile. See Profile Configurations for Veeva Custom Settings for more information about profile-specific custom settings.

  2. Populate the CLM_PRESENTATION_GROUPING Veeva Message with a comma-delimited list of CLM_Presentation_vod fields (API names) to group presentations.

Enabling Multichannel Settings

  1. Enable the CLM_LASER_POINTER_vod Multichannel Setting check box.
  2. Enable the MEDIA_SEARCH_vod Multichannel Setting with a value of 1.
  3. Enable the ENHANCED_SUB_PRESENTATIONS_vod Multichannel Setting with a value of 2.
  4. Enable the CUSTOM_PRESENTATION_MANAGEMENT_vod Multichannel Setting with a value of 1.
  5. Populate the CLM_FILTER_FIELDS_vod Multichannel Setting with the CLM_FILTER_FIELDS Veeva Message.

Activating Vault Fields

To allow values in Vault to map over to the corresponding CRM fields, Vault admins must ensure the document fields are active for the Multichannel Slide document type in Vault. See Document Fields for a list of available fields on the Multichannel Slide document type. See Managing Document Fields for more information about using document fields. Ensure at least the following fields are activated:

  • ios_resolution_v
  • crm_keyword_v