CLMPresentations
Contains metadata for Closed Loop Marketing (CLM) presentations used in field engagement, including presentation names, product affiliations, content versions, and distribution configurations.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the Closed Loop Marketing (CLM) presentation record within the system. |
| Global ID | String | True |
System-generated global identifier that uniquely identifies the presentation across environments. |
| Link | String | False |
System-defined URL or Vault link pointing to the CLM presentation asset. |
| CLM Presentation Name | String | False |
Display name of the CLM presentation as stored in the Vault, typically shown to end users. |
| Status | String | False |
Current lifecycle status of the presentation (such as Draft, Approved, or Obsolete) as defined in Vault. |
| Created By | String | True |
Username or identifier of the person or process that initially created the CLM presentation. |
| Created Date | Datetime | True |
Timestamp representing when the CLM presentation record was first created in the system. |
| Last Modified By | String | True |
Username or identifier of the user who last updated the presentation metadata. |
| Last Modified Date | Datetime | True |
Date and time of the most recent modification made to the presentation record. |
| Approved? | Bool | False |
Boolean flag indicating whether the presentation has been approved for use in CLM distribution. |
| Content Channel | String | False |
The communication or distribution channel associated with the CLM presentation, such as email, rep channel, or self-service portal. |
| Control Visibility | String | False |
Defines the visibility rules or constraints applied to the presentation for access control. |
| Copied From | String | False |
ID or reference of the original presentation from which this record was duplicated. |
| Copied On | Datetime | False |
Timestamp of when the presentation was copied from another record. |
| Default Presentation | Bool | False |
Indicates whether this presentation is marked as the default selection when displaying multiple presentations to users. |
| Description | String | False |
Free-text field used to provide a more detailed description of the presentation's purpose, scope, or content. |
| Enable Survey Overlay | Bool | False |
Boolean flag that determines whether the survey overlay functionality is enabled for this presentation during playback. |
| End Date | Date | False |
Date after which the presentation should no longer be considered active or visible in CLM tools. |
| Hidden? | Bool | False |
Boolean value that, if true, hides the presentation from default views within the CLM application. |
| Keywords | String | False |
Comma-separated list of keywords used to classify or tag the presentation for search and categorization (for example, oncology, cardiology, diabetes). |
| Mobile ID | String | False |
Unique identifier assigned to the presentation specifically for mobile device synchronization or usage. |
| Original Record ID | String | False |
Identifier of the initial record used to create this version of the presentation, used in versioning or cloning scenarios. |
| Parent Id | String | False |
Reference to the parent document or folder that logically groups or owns this CLM presentation. |
| Presentation Id | String | False |
Vault-assigned identifier used to distinguish this presentation in CLM systems, often used for integrations. |
| Rendition MD5 | String | False |
MD5 hash of the presentation's content rendition, used to ensure file integrity and detect changes. |
| Start Date | Date | False |
Date on which the CLM presentation becomes active or available for use. |
| CLM Presentation Status | String | False |
Current lifecycle status of the CLM presentation, such as Draft, Approved, or Published. |
| Training Content | Bool | False |
Indicates whether the presentation is intended for internal training purposes rather than customer-facing use. |
| Type | String | False |
Specifies the classification or format of the CLM presentation, such as 'Interactive PDF' or 'HTML5'. |
| Veeva External ID | String | False |
Unique identifier assigned externally to the presentation within the Veeva ecosystem. |
| Vault DNS | String | False |
Domain name of the Vault instance hosting the presentation, used for system-level identification. |
| Vault Document ID | String | False |
Internal numeric identifier of the associated Vault document record that stores the CLM presentation. |
| Vault External Id | String | False |
Externally visible ID assigned to the Vault document, used for cross-system references. |
| Vault GUID | String | False |
Globally unique identifier for the Vault document, ensuring uniqueness across environments and integrations. |
| Vault Last Modified Date Time | Datetime | False |
Timestamp of the most recent modification to the presentation metadata or document content within Vault. |
| Version | String | False |
Version label of the CLM presentation document, often used to track revisions over time. |
| Share as Engage Link | Bool | False |
Indicates whether the presentation is enabled to be shared via a Veeva Engage meeting link with external stakeholders. |
| Allow Remote CLM | Bool | False |
Specifies whether the presentation can be accessed and presented remotely using Veeva Customer Relationship Management (CRM) Remote CLM functionality. |
| Need Slide Notes | Bool | False |
Flag indicating if slide notes are required to be included for speaker reference or compliance documentation. |
| Detail Group | String | False |
Grouping label used for segmentation and reporting, often aligned with therapeutic area or product campaign. |
| Directory | String | False |
Folder or hierarchical path within the Vault content library where the presentation is stored. |
| Product | String | False |
Name or identifier of the product associated with this CLM presentation, used for mapping to commercial assets. |
| Survey | String | False |
Reference to an associated survey or feedback form linked to the presentation experience. |
| Owner | String | False |
User ID of the Vault user who owns or maintains the CLM presentation document. |
| Total Slides | Double | False |
Total number of slides or individual content units contained within the presentation. |
| Legacy CRM Id | String | False |
Historical identifier used in legacy CRM systems to reference this presentation. |
| Event Content | String | False |
Indicates whether the content was designed for or used in a specific event, such as a speaker program or congress. |
| Legacy iPad Content Mode | Bool | False |
Flag used to denote compatibility with legacy iPad content delivery modes or formatting standards. |
| ISI Document | String | False |
Reference to the associated Important Safety Information (ISI) document required for regulatory compliance. |
| PI Document | String | False |
Reference to the corresponding Prescribing Information (PI) document linked to the presentation. |
| External Display Name | String | False |
Public-facing name of the presentation as it appears to external users or on shared platforms. |
| Publish Method | String | False |
Specifies the method used to publish the presentation, such as Manual Upload or Vault Auto-Publish. |
| Language | String | False |
Primary language of the presentation content, used for localization and audience targeting. |
| Allow PDF Download | Bool | False |
Controls whether users are permitted to download the presentation as a PDF document. |
| Allow Source Download | Bool | False |
Indicates whether the original source files of the presentation can be downloaded by users. |
| Slide Versioning Method | String | False |
Describes the strategy for managing slide versioning, such as Full Presentation vs. Individual Slide Updates. |