Remote Detailing Launch: the CT Mobile app

A presenter can start a remote CLM presentation for participants by tapping the invitation link that is stored in the specified field on the Activity record screen in the CT Mobile app.

  • The invitation link for Remote Detailing can be created for PC, tablets, and mobile phones.

  • The invitation link for Self Detailing can be created for tablets and mobile phones.

Optionally, specify a Salesforce workflow to send an email/SMS/etc. to the Contact of the Activity record after generating an invitation link for this record.

Add the custom field for the invitation link

To add a custom field on the Activity page layout:

  1. Go to Setup → Object Manager → click an Activity object → Fields & Relationships.

  2. Click New.

  3. Create a field with the URL type. The API name can be, e.g., RDLink__c.

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

  4. Click Save.

  5. Go to the Page Layout section.

  6. Open the appropriate page or mobile layout.

  7. Drag and drop the field from step 3 to the layout.

  8. Click Save.

The field is created.

Launch the Remote Detailing session

If the activity was created on the mobile device and has not been synchronized yet, the presenter should perform quick record synchronization or fast synchronization.

For the Remote Detailing meeting, click the invitation link in the specific field:

  • As the presenter, the CLM presentation window opens and the remote CLM presentation starts with no need to enter credentials.

  • To join as a participant, tap the invitation link. In the CLM presentation window, tap the Log out button. On the Welcome screen, enter your username and an e-mail (optionally) and tap Join to enter the meeting.

For the Self Detailing meeting, copy the invitation link and send it to the participant.

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