Using CRM Client Integration

CRM Client integration allows you to publish documents and binders to CRM Client from within your Vault. This article explains how to use CRM Client integration as an end user. For details on administering CRM Client integration, see Configuring CRM Client Integration.

How to Publish to CRM Client

To publish a document or binder to CRM Client:

1. From the Actions menu, select Send to CRM Client.
2. Enter your CRM/CLM (Salesforce.com) login credentials and confirm.

Publishing Individual Documents

When you publish individual documents, Vault creates each of them as a key message in CRM Client.

If you edit a document by updating its document fields, replacing the Distribution Package rendition, or creating a new version, use the Send to CRM Client action to update the existing key message, rather than creating a new one.

Publishing Binders

When you publish a binder, Vault creates a key message for each document in the binder, a presentation representing the binder itself, and links each key message to the presentation in the order used within the binder.

How to Inactivate Key Messages

To inactivate a key message that a user has sent to CRM Client:

1. From the Actions menu, select Inactivate Key Message.
2. Enter your CRM/CLM (Salesforce.com) login credentials and confirm.
3. When you inactivate a document, the key message in Veeva CRM becomes inactive and unlinked from any presentations in which it is currently included.

Inactivating & Document Versioning

The Inactivate Key Message action is only available on the latest version of the document which is published to CRM Client. For example, a user used the Send to CRM Client action on v2.0, but has since created several new versions without re-publishing. To inactivate the related key message, you must open v2.0 and use the Actions menu from that version.

Inactivating & Presentation Binders

When you inactivate a document, the key message in Veeva CRM becomes unlinked from any CRM presentations in which it is currently included. If you later publish a presentation (binder) that contains the inactivated document, the key message becomes active again.

Vault currently does not allow you to inactivate presentations (binders), only individual key messages (documents).

Associated Configurations

When CRM Client integration is enabled, the following are available in your Vault:

• CRM Client Content field: This Yes/No (boolean) field is available for all document types, subtypes, or classifications that allow CRM Client integration.
• Distribution Package rendition type: To publish presentations and key messages, you must upload the content, appropriately formatted for publishing to CRM Client, using this rendition type. This rendition type should be available for all document types, subtypes, or classifications that allow CRM Client integration.
• Send to CRM Client user action: This action should be available for all document types, subtypes, and classifications that allow CRM Client integration.

Criteria for Publishing

In order to publish a specific document or binder to CRM Client, it must meet these conditions:

• The document is in a lifecycle state for which the Send to CRM Client user action is configured.
• The document has a document type for which the CRM Client Content field is enabled and to which the Distribution Package rendition type is associated.
• The CRM Client Content field is set to Yes.
• Users have uploaded a Distribution Package rendition for the document.
• The user publishing the document has valid login credentials for Veeva CRM and CRM Client permission sets are correctly set up by the CRM Client administrator. Learn more in the “Required Permissions for Content Creation” section of the Veeva CRM CRM Client Guide.

Distribution Package

The Distribution Package rendition should be a ZIP file containing HTML files properly formatted for display in CRM Client. You must manually upload this rendition. Learn more about formatting CRM Client files in the “Media Packaging Guidelines” section of the Veeva CLM Content Creation Guidelines document.

Once a user adds a Distribution Package rendition and publishes using the Send to CRM Client action, users can delete the rendition, upload a new version, and re-use the Send to CRM Client action. For integration to work properly, the filename of the Distribution Package rendition ZIP file cannot be different from the original version.

Distribution Reports

You can use Vault’s report functionality to track and manage CRM Client content distribution. To do so, create a report with the distribution report type. If the distribution report contains the Action column, you can inactivate key messages and withdraw slides directly from the report. In this context, withdrawing a slide removes it from the presentation object in CRM, but does not make any changes in Vault.

Additional Notes

• Sub-presentations are not represented in Vault. Users can configure them in CRM.
• CRM Client integration supports single-value and multi-value picklists. This support enables you to set the CLM values for disabling pinch and swipe actions on the iPad.