Integrating Approved Email with CLM
- Windows Tablet
Content creators can reference pre-defined Approved Email templates and fragments that are portable across production environments to allow users to send specific emails and content from a CLM slide to HCPs in attendance.
Content creators can use the following functions to interact with Approved Email from CLM content:
When using the queryRecord function to query Approved Document records for the launchApprovedEmail function, if an incorrect Vault Id is passed into the function, records are not returned. To avoid passing in null values to the launchApprovedEmail function, which causes CLM content to display incorrectly, content creators should include an error message to identify the issue.
Launching Approved Email from CLM on Veeva CRM Desktop
- CRM Desktop (Mac, Windows)
- Appropriate and valid email templates and fragments
- Attendee accounts as recipients
Using launchApprovedEmail to send emails from CLM is only supported on Lightning.
When users launch Approved Email from CLM content outside of a call, for example, from the Veeva CRM Desktop app, accounts are not selected. To allow users to add accounts as recipients, admins must set the ADD_RECIPIENTS_vod Approved Email Setting to 1.
The getApprovedDocument function is not available in Veeva CRM Desktop. Content creators can use queryRecord to reference Approved Email templates and fragments.