CT Mobile Control Panel: Presenter

The Presenter 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.

Click to view the interface
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Location

Location is a picklist containing all configured and unconfigured profiles available in your Salesforce org. To apply settings to all the profiles, select General Settings.

To get started, select the desired profile in the Location field to configure it. To delete the configuration for the selected profile, click the delete icon icon.

Remote Detailing Settings

Switch to enable the Remote Detailing functionality and display available options.

Video Streaming Enabled

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

Text Chat Enabled

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 Enabled

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.

CRM Data Sharing Enabled

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 Enabled

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

Call Repeat Allowed

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.

Custom Subdomain Enabled

If enabled, you can specify a custom domain name for your meeting URL:

  1. Type in your domain name to the Subdomain Name and click Check availability:

    ctpresenter custom domain check availability

  2. If this domain name is available, you will get the message about it from your web browser, click OK:

    ctpresenter custom domain available

  3. Click Create Subdomain.

  4. You will get the message about domain name availability again, click OK.

  5. Click OK to confirm the subdomain creation:

    ctpresenter custom domain confirmation

  6. Click OK on the message about subdomain creation request:

    ctpresenter custom domain creation request

  7. Click Save at the bottom of the page.

    If you do not click Save, the subdomain name will not be created.

To change your custom domain name:

  1. Disable the Custom Subdomain Enabled toggle.

  2. Click OK to confirm the releasing of your subdomain name:

    ctpresenter custom domain deletion

  3. Click OK on the message about subdomain deletion request:

    ctpresenter custom domain deletion request

  4. Enable the Custom Subdomain Enabled toggle.

  5. Repeat all the steps (1 – 7) to set your custom domain name.

Audio Record Enabled

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 the Welcome Screen (refer to CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing).

  • 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.

Scheduled Activity Audio Cleanup

If enabled, the audio of the Remote Detailing meeting will be automatically deleted from the Activity record according to the expiration date in the Delete After (days) field.

Delete After (days)

The number of days to keep an audio recording in Salesforce if the Scheduled Activity Audio Cleanup attribute is enabled.

  • The default value is 30 days.

  • After the expiration date, the audio recording is deleted from the Activity record.

  • Participant permissions are still in the Activity record.

Terms of Use on the Welcome Screen

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.

Data for Terms of Use

Specify your company and agreement type in the corresponding fields to replace them automatically in the draft agreement.

Text for terms of Use

By default, there is a draft agreement in English.

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 Delete language, to remove terms of use on the selected language.

Click to view an example

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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.

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.

Endpoint URL

Not applied since CT Mobile package v. 3.63.

Specify the active site URL for logging in, viewing the CLM presentation, and collecting the statistics of the CLM presentation via the Self Detailing functionality.

Email Required Field

Available since CT Mobile package v. 3.66.

Enter 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.

Login URL

In the Available section, there are domains, for example, the instance or community URL, that can be used to connect with the Remote Detailing session. If several URLs are added in the Selected section, the presenter should select the appropriate URL to launch the Remote Detailing session.

Self-Detailed User

Available since CT Mobile package v. 3.63.

To access the Self Detailing functionality:

  1. Create the integration user.

  2. Click Connect.

  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.

Refresh CLM-presentations

For the Self Detailing mode, click the Refresh CLM-presentations button to send JSON files of appropriate CLM-presentations and specified session timeout to the Customertimes server. Also, when the Self Detailing meeting is finished, the participant’s statistics will be sent to Salesforce.

Select CLM presentations to send, for example, only active CLM presentations or only available for the Remote Detailing session, click the Send data button, wait for the confirmation, and click Close.

Click to view the interface
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