CLM

Updating Auto-Published Presentations

When content creators auto-publish updated versions of existing CLM documents from Vault to CRM, they can control whether the CLM integration updates the existing key message records in CRM or expires the existing records and creates new records, depending on the types of changes made to the presentation. For example, content creators can choose to update existing records after fixing a typo but create new records after adding slides to a presentation. This ensures custom presentations referencing key messages stay up-to-date, saving end users time and effort when managing their custom presentations.

Updating Auto-Published CLM Key Messages

After CLM content syncs from Vault, key messages are updated or expired depending on the value in the Slide_Versioning_Method_vod field:

Value	Key Message Behavior
Update_Existing_Slides_vod	The Key_Message_vod records are updated. Any custom presentation referencing these Key_Message_vod record are also updated.
Create_New_Slides_vod	The Key_Message_vod record is expired and a new Key_Message_vod record is created. Custom presentations continue to reference the expired Key_Message_vod record. End users must manually update these custom presentations.
No value	The Key_Message_vod record is expired and a new Key_Message_vod record is created. Custom presentations continue to reference the expired Key_Message_vod record. End users must manually update these custom presentations.

Best Practice for Updating Auto-Published Presentations in Vault

Veeva recommends requiring content creators to manually populate the CRM Slide Update Method (crm_slide_update_method__v) field on a document every time they update it to a new version. This ensures the correct update method is used to auto-publish each new Steady State version of the document.

Vault admins can create Entry Criteria and Event Actions for the document types and document lifecycle states used for auto-publishing.

To create Entry Criteria for a document lifecycle state:

1. Navigate to Admin > Configuration > Document Lifecycles.
2. Select the lifecycle used for document types for auto-publishing.
3. Select States.
4. Select Steady State.
5. Select Entry Criteria.
6. Select Edit.
7. Select Create Rule.
8. Add criteria for the Publish for Veeva CRM (CLM) and CRM Slide Versioning Method fields.
9. Select Save.

Entry Criteria should be created for any lifecycle state customers use to sync CLM content to CRM.

To create an Event Action for the Create Draft lifecycle action:

1. Navigate to Admin > Configuration > Document Lifecycles.
2. Select the lifecycle used for document types for auto-publishing.
3. Select Event Actions.
4. Select Create Draft.
5. Select Edit.
6. Select Create Event Action.
7. Add Update field actions for the Publish for Veeva CRM (CLM) and CRM Slide Versioning Method fields.
8. Select Save.

Engage HCP

Sharing Digital Business Cards as an HCP

HCPs can share the link to a CRM user’s digital business card with other HCPs, providing easy access to CRM users’ contact information and encouraging connections with CRM users. See Managing Digital Business Cards for more information.

Recipients who access the link to a digital business card shared by another HCP are not automatically connected to the CRM user. Recipients must select the Connect button or contact the CRM user to get connected.

To share the link to a digital business card:

1. Navigate to the appropriate digital business card from the Connections tab.

   

2. Select Share.
3. Select one of the following sharing options from the share modal:
   • Copy Link – Copies the link to the device’s clipboard. HCPs can paste the link in the desired communication channel and send it to the appropriate recipient. This option only displays for HCPs who are not signed into Engage.
   • Send Chat – Launches the Send Message modal, where HCPs can send the link as a contact card via chat to an existing HCP connection or invite an HCP to connect. This option only displays for HCPs who are signed into Engage.
   • Share Link – Displays the available messaging apps supported by the mobile device’s operating system (i.e. iOS or Android). Select the appropriate app to send the link to the selected recipient. If the messaging apps cannot be loaded, this option is replaced with Email Link.
   • Email Link – Launches the device's default email app with the link in the body of the email. This option only displays when Share Link is not available, for example, on desktop computers.
   • Save QR Code – Downloads the QR code to the device as a PNG image. Users can either send or display the image to the appropriate recipient to scan. Recipients can also scan the QR code directly from the share modal.