CT Mobile Control Panel 2.0: Remote Detailing

The Remote Detailing tab is intended to configure the Remote Detailing functionality. According to the selected profile, several settings on this tab will be saved in the corresponding fields of the CLM Settings record.

  • Before configuring Remote Detailing, select user profile from the list and switch on the Activate toggle.

  • To create test CLM presentations, click the Create Demo Presentations button.

To store viewing statistics of CLM presentations:

  1. On the Application Stats object, create lookup fields to every Activity object configured on the Activities tab.

  2. In the Mobile Application Setup, specify API names of the created lookup fields on the clm__ActivityFieldAPI__c object (comma separated). The fields must be listed in the same order as the objects they correspond to, specified in the field clm__ActivityObjectAPIName__c.

Remote Detailing settings are divided into the following sections:

Global

ctm control panel remote detailing global

Main

Applications List Field

The field API name of the Activity object for the Application IDs storing, for example, ApplicationIds__c.

  • The field to store Application IDs should have the same API name on any Activity object for the Remote Detailing or Self Detailing session.

  • The same field will be automatically entered for all available profiles.

Link Field

The field API name of the Activity object for the invitation link storing, for example, RDLink__c.

  • The field to store an invitation link should have the same API name on any Activity object for the Remote Detailing or Self Detailing session.

  • The same field will be automatically entered for all available profiles.

CRM Data Sharing

If enabled, certain JS Bridge methods will be available on the CLM presentation slides during the Remote Detailing meeting. Please, refer to JS Bridge Methods Availability.

Detailed Statistics

If enabled, the statistics per each slide will be gathered not only for the presenter but also for each participant too.

Session Timeout (in seconds)

  • For the Remote Detailing meeting, the session timeout is the time interval after the presenter left the meeting, for example, in case of internet connection loss. When the timeout is reached, all participants will be automatically logged out.

  • For the Self Detailing meeting, the session timeout is the time interval when a participant does not perform any action. When the timeout is reached, the inactive participant session expires, a participant is automatically logged out, and their statistics at the meeting are sent to Salesforce.

Login URL

A domain, for example, the instance or community URL, that can be used to connect with the Remote Detailing session.

Meeting Room

Video Streaming

If enabled, the participants are allowed to stream video and audio during the Remote Detailing meeting.

Call Repeat

If enabled, the presenter can resume the finished Remote Detailing session. The statistics will be collected for the resuming meeting too. Use the same link to enter the previously finished meeting.

Text Chat

If enabled, the participants are allowed to communicate with each other on the Chat tab (for Remote Detailing 1.0) or Comments tab (for Remote Detailing 2.0) during the Remote Detailing meeting.

Text Chat History

If enabled, the chat history of the Remote Detailing meeting will be saved as the .html file in the Attachment section of the Activity record.

Audio Recording

If enabled, audio of the Remote Detailing meeting may be recorded and saved as a Lightning component to the corresponding Activity record.

  • The presenter should receive the participant’s permission to record audio using the Terms of Use on Welcome Screen.

  • If a guest did not accept, they cannot participate in the Remote Detailing meeting.

  • A notification will be sent to the administrator when the audio record exceeds available space and cannot be saved.

For more information, refer to Remote Detailing 2.0: Audio Recording.

"Email Required" Checkbox API Name

The API name of a checkbox of the Activity object, for example, IsRequiredEmail__c. If the checkbox is active, the participant should fill out an email on the Welcome screen to access the Remote Detailing meeting.

Terms of Use on Welcome Screen

Switch on the Configure toggle to enable this feature. If enabled, you can specify the terms of use that will be displayed on the Welcome screen. If a user does not accept the terms of use, they will not be able to participate in the Remote Detailing or Self-Detailing meeting.

Language of Terms of Use

Add another language and text to the agreement, if necessary.

  • Click Add language to specify terms of use for additional language.

  • Click ctm control panel new remove icon to remove terms of use on the selected language.

Text for Terms of Use

By default, there is a draft agreement in English.

Subdomain and Self-Detailing

ctm control panel remote detailing subdomain

Custom Domain

Create a custom domain name for your meeting URL:

  1. Specify a domain name in the Subdomain Name field.

  2. Click Check Availability.

  3. If this domain name is available, you will see the ctm control panel new domain available icon icon and Create Subdomain button. Click on it and wait until the subdomain is created.

If you do not need this subdomain anymore, click Delete Subdomain button.

Self-Detailing

To access the Self Detailing functionality:

  1. Create the integration user.

  2. Click Connect to Self-Detailing.

  3. Authorize as the integration user in Salesforce.

All statistics for participants of the Self-Detailing meeting will now be collected for the connected integration user.

Click Save to apply new settings.

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