Verifying CLM Configuration

Admins can verify the CLM configuration by creating sample presentation records and ensuring the content displays on offline devices. To verify the configuration:

1. Create a Key_Message_vod record, specify a Key Message name and product, and select save.
2. Upload the sample Cholecap-1-Intro.zip file, or any other sample zip file (then download the file to verify the upload was successful).
3. Create a CLM_Presentation_vod record, specify a name and presentation ID, and select save.
4. Create a CLM_Presentation_Slide_vod record, specify the presentation name and Key Message name, and select save.
5. Confirm the user has My Setup Products entries for the product referenced in the Key_Message_vod record, and has visibility to at least one account online, but not all of them (like an admin can).

On the offline device:

1. Sign in as the user.
2. Sync.
3. View an account.
4. Record a call.
5. Select the media button.
6. View the previously created presentation.
7. Return to the call report.
8. Record a reaction to the slide.
9. Select Submit.
10. Sync.

Online, verify the call report correctly displays the slides visited.