Remote Detailing Setup

Configure the Remote Detailing functionality according to the appropriate mode, and, optionally, specify the Remote Detailing logo for the participant’s Waiting…​ screen.

Remote Detailing

Follow the steps to configure the Remote Detailing functionality:

The presenter profile should have access to the clm.Rest_OnlinePresenter class, to the Application, Application Stats, Slide, and Custom Scenario objects. To obtain access, assign one of the pre-configured permission sets.

  1. Check the cloud token is specified and valid.

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

  3. Specify access to the CLM presentation(s) for Remote Detailing users.

  4. On the CT Mobile Control Panel: Calendar tab, specify the API name of the Activity object and the API name for the Activity Start Date field.

  5. Add the Apex trigger and classes to provide statistics collecting and generate the invite link. For the Apex trigger, specify the API name of the Activity object from step 4.

  6. On the CT Mobile Control Panel: Presenter tab, enable the Remote Detailing functionality and specify options.

  7. Add the Applications button to create the CLM presentation set for an Activity object in Lightning Experience.

  8. Specify a logo for the participant’s Waiting…​ screen.

  9. Specify the ways to launch the Remote Detailing meeting in Salesforce and the CT Mobile app.

Self Detailing

Follow the steps to configure the Self Detailing functionality:

  1. Check the cloud token is specified and valid.

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

  3. Specify access to the CLM presentation(s) for Self Detailing users.

  4. On the CT Mobile Control Panel: Calendar tab, specify the API name of the Activity object and the API name for the Activity Start Date field.

  5. Add the Apex trigger and classes to provide statistics collecting and generate the invite link. For the Apex trigger, specify the API name of the Activity object from step 3.

  6. According to the CT Mobile package version:

    CT Mobile package below v. 3.63 CT Mobile package v. 3.63 or higher

    Create a site on the Salesforce side to collect statistics.

    To activate the statistics collecting, contact Customertimes Corp. Provide the site URL from step 4 and your Organization ID. To obtain an Organization ID, see the Salesforce Help.

    Create the integration user or use the existing one. The statistics collected during the Self Detailing meeting will be linked to this user. Click the Connect button next to Self-Detailing User on the CT Mobile Control Panel: Presenter tab, and authorize as an integration user in Salesforce.

    The CT Mobile User permission set should be assigned to the integration user.

  7. On the CT Mobile Control Panel: Presenter tab, enable the Remote Detailing functionality, specify options, and refresh CLM presentations.

  8. Set up a quick action to create the CLM presentation set for an Activity object in Lightning Experience.

  9. Specify a logo for the participant’s Waiting…​ screen.

  10. Specify the ways to launch the Self Detailing meeting in Salesforce and the CT Mobile app.

  11. Additionally, create a process to send the invite link to participants by SMS, e-mail, etc.

Logo at the Waiting screen

To specify the logo on the Waiting…​ screen:

  1. Go to the CT Mobile Control Panel: General tab.

  2. Select the required profile in the Location picklist.

General Settings will be applied to all the profiles without individual settings. . In the User Interface section, click Customize. . Click Choose file and reload the logo you use for the Homo screen. . Click Save.

The logo is added.

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