Migration to Remote Detailing 2.0

For users of CT Mobile package v. 3.66 or higher.

The new remote detailing UI is available both for the presenter and participants. Consider the following to use the Remote Detailing 2.0.

If the Remote Detailing has not been yet configured in your Salesforce org

Follow the steps in the Remote Detailing Setup article.

If the Remote Detailing has been configured and updated to 2.0

If the Remote Detailing functionality is already in use in your sandbox and/or production environment, do the following:

  1. The CT Mobile package v. 3.63 or higher is installed in your Salesforce org.

  2. Go to Setup → Platform Tools → Apps → Connected Apps → Manage Connected Apps → click Edit next to CT Presenter → for Refresh Token Policy select Refresh token is valid until revoked.

  3. Go to Setup → Custom Code → Apex Triggers → make sure that the >ActivitySetLinkProcess trigger is obtained from this source and added to your Salesforce org. The API names of the desired Activity record types should be specified within the trigger code.

  4. Go to the CT Mobile Control Panel: Presenter / CT Mobile Control Panel 2.0: Remote Detailing tab and check that the Applications List Field and Link Field are filled out with the API names of the corresponding fields of the Activity object.

  5. Check that the Active and Available for Remote Detailing checkboxes are selected for desired CLM presentations.

  6. For Self Detailing functionality, update the list of CLM presentations using the Refresh CLM presentations button.

  7. Update one of the existing Activity records or create a new one.

If the sandbox has been created based on the production environment with the configured Remote Detailing functionality

When you create a new sandbox based on the production environment with the configured Remote Detailing functionality:

  1. Refresh the cloud token (refer to CT Mobile Control Panel: Tools / CT Mobile Control Panel 2.0: Tools).

  2. Check that the records per each trigger are active in Trigger Settings.

  3. Renew slides for each desired CLM presentation or specify the Organization ID of the production environment on the CT Mobile Control Panel: Tools. To obtain an Organization ID, see the Salesforce Help.

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