Displaying Call Objective Messages

  • CRM Desktop (Mac,Windows)
  • iPad

CLM Call Objectives direct a user to display a specified piece of CLM content when visiting a particular Account. A CLM Call Objective may contain a unique selling proposition, for example a formulary change, the user details during a Call. To make it easier for users to execute, and to make content updates easier for content creators, a message now displays below the CLM Call Objective with instructions about the objective.

A new field, CLM_Messaging_vod, contains the customer-defined message that displays.

Configuring Call Objective Messages

To enable this feature, grant the appropriate user profiles FLS permission to the CLM_Messaging_vod field on the Call_Objective_vod object. The CLM_Messaging_vod field displays as read-only within the CLM Call Objective section of the Call whether FLS is visible or read-only.  

Veeva recommends not placing the CLM_Messaging_vod field on the page layout assigned to the CLM Call Objective as it displays by default. If the field is placed on the page layout, configure it as read-only.  Otherwise, when users access a CLM Call Objective detail record (for example, from the Call Objectives homepage component), users could modify the customer-managed data.

The CLM_Messaging_vod field displays with respect to profile visibility and page layout configuration if it is applied to other Call Objective record types.