Cmdlets for Vault CRM

Build 25.0.9434

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.

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Build 25.0.9434