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How to Use the Vault Key Message Object for CRM Engage Portals?

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Question:

How to use the Vault Key Message Object for CRM Engage Portals?

Answer:

The Vault Key Message Object is the relationship between CRM CLM Key Message and CRM Engage Portals used for business reporting reasons.

For Vault, Hosted CLM syncs the CLM Presentation and Slides to CRM. Go to the CRM Key Message Records and locate the Veeva External ID Field. This field is filled with the following string pattern xxxxx-xxxx-xxx-xxxx-xxxxxx::28::Approved_vod.

Use this value as the External ID of the defined Key Message record in Vault. This value must match in CRM Key Message Veeva External ID and in the Vault Key Message External ID field.

For CRM only Hosted CLM, go to the CRM Key Message Records and locate the Veeva External ID Field. Add a value to this field. Use this newly created value as the External ID of the defined Key Message record in Vault. This value must match in CRM Key Message Veeva External ID and in the Vault Key Message External ID field.

For each Engage Slide that needs to be tied to a CLM Key Message update the Key Message Field on the slide record in Vault to complete the reporting relationship.

This allows reporting to be built on the Multichannel Content Assets utilizing Key Messages Relationships.

Related Documentation:

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