Get You Some Veeva Knowledge

Showing 472 of 472

The Custom Reaction Buttons use how many pixels?
When the Navigation Bar displays during a CLM Presentation, it is possible to conceal the content above the Navigation Bar through the configuration.
Which of the following can be disabled within CLM?
What items are tracked 'Out of the box'?
On which device types does Veeva support Augmented Reality?
Wide Content tracks which of the following?
Which statement describes Deep Content?
Do Content Creators need to prepare media to be loaded into Vault PromotMats?
Ideal content design should be which of the following?
Which statement describes Wide Content?
Can CLM Content be flagged as training material?
Which of the following Veeva JavaScript methods allow you access to a Hidden Presentation?
Can a Key Message be viewed in Portrait?
Select all the Native Resolution Options?
Select the native CLM functions that can be disabled?
For Legacy Packaging, is it possible to include stylesheet files?
Can you upload ZIP files larger than 500MB?
Is it possible to create Key Messages directly in Veeva CRM?
Is it possible to migrate CLM Content from one Veeva CRM instance to another Veeva CRM instance?
Is it possible to create a CLM Presentation directly in Veeeva CRM?
Which of the following statements are true
Can CLM content be previewed in Valut
For HTML Content which files must be included in the ZIP file?
HTML CLM content must be compressed into a ZIP file
Excluding HTML, what other typed of content can be packaged and loaded?
What is the maximum number of documents that can be changed at once by a bulk document action
Can you use Bulk Actions to add Multichannel Slides to a Multichannel Presentation?
Is it possible to have multiple versions of a document in Vault PromoMats?
Select the 2 ways to add a new version of a document to Vault PromoMats
Which 2 ways can you download assets from Vault PromoMats?
Can you use the Multichannel Loader to load Required Slides?
Can you use the Multichannel Loader for Auto Packaging?
Please select the documents that are used by the Multichannel Loader?
Which export options are available in Vault PromoMats
Which of the following are examples of use cases for the Vault PromoMats Multichannel Loader?
Is it possible to integrate a survey into a CLM Presentation?
In order to make a survey available to a Rep what is the final step?
Survey Branching is available via which channels?
Survey Branching is available on which of the following platforms?
On which platforms can you complete a survey?
Which of the following Veeva JavaScript methods are used to get Survey Data in HTML?
Survey Branching allows for conditional questuions based on previous answer choices.
For Survey Branching, Parent questions can be which of the following types?
Which of the following Veeva JavaScript methods are used to add or update Survey Data in HTML?
Does Survey Overlay need to be configured?
Which two fields must be populated to enable the Survey Overlay page to display in CLM?
Can the Survey Overlay be used without selecting an Account?
When Survey Branching is used, will the HCP see the child questions when the Survey initially loads on the page?
Veeva CRM on Windows is supported on which of the following?
Do legacy CLM API functions work on Windows?
What is the supported resolution on Windows?
Are there considerations when naming files for Windows?
What is the aspect ratio of Windows?
Which feature shows existing relationships between a document and a binder?
Can you use Bulk Actions to change the state of documents?
Is the External ID of a document created automatically by Vault PromoMats?
Can you use the Multichannel Loader to load Shared Resources?
Is it possible to transfer content from a partner Vault to a Customer Vault?
Can the Rep embed a survey in an Approved Email?
Can the Rep open a survey from the Action Button menu?
Which of these are options for a Rep in the Survey Overlay?
Are all current CLM Image Types suppored in Windows 10?
How is CLM Content rendered on Windows?
Does Windows and iPad have the same Aspect Ratio?
Which of the following features are not supported on Windows?
Where do you find the Document ID?
Can you allow Reps to access content specifically for training and prevent this from being shown accidentally to an HCP?
Can Reps view CLM content via the PowerPoint application on their iPad?
Can a native Microsoft Powerpoint Presentation be converted into a Veeva CLM Presentation?
Is it possible to require certain content to be viewed prior to the rest of the Presentation?
Do Custom Presentations allow the Rep to modify CLM content directly?
If correctly configured, can PowerPoint content include navigation buttons when converted into a CLM Presentation?
Does Vault PromoMats have a specific packaging format?
Is it possible to preview CLM content within Vault PromoMats?
What types of content are supported in Veeva CLM?
What is best practice for testing CLM content?
For Auto-Packaging of Images, PDFs and Videos, which fields must be populated for CLM?
Select the advantages of using Survey Integration in CLM.
Can Surveys be integrated into a PDF CLM Presentation?
When SUrvey Branching is used, will the HCP see the child questions when the Survey initally loads on the page?
Which of the following versions are included in the Veeva CRM iOS Support Policy?
How many pixels is the total area of the Action button, Highlighter Pen, and History Buttons?
Which of the following can be disabled within CLM?
The Action Button is how many pixels?
After uploading content into Veeva Vault, which statement is true?
If no option is selected, which resolution is selected by default?
Can the Custom Presentation Feature be turned on presentation by presentation?
Can you access Hidden Presentations via the Media Tab in CRM Offline?
Is it possible to migrate individual Key Messages from one Veeva CRM instance to another Veeva CRM instance?
Is it possible to automatically link a Key Message to a CLM Presentation in Veeva CRM?
When uploading via FTP, if you are uploading 10 Key Messages, how many control files do you need?
For Legacy Packaging, should the thumbnail be a jpg or png?
Under what circumstances must you use legacy packaging?
What types of content can be loaded?
Vault PromoMats can automatically package content for which content types?
Can custom fields be created in Veeva Vault and CRM?
Do CRM Administration Tabs need to be set up to enable CRM Publishing?
Which of the following are Survey Type Records?
Internal Surveys in CLM are only available from which of the following?
Up to how many attendees can be added while hosting an Engage Meeting?
Engage Meeting requires a specific Veeva license to run.
Engage Meeting supports video calling.
From which tab can we monitor users who have Engage Meeting licenses?
What is the correct Email Template Type that needs to be set in Vault for configuring an Approved Email invitation for an Engage Meeting?
For uploading a Splash Screen in CRM which record type needs to be selected under the HTML Reports Tab?
Which Token needs to be used for generating an .ics file corresponding to an Engage Meeting tghat can be later downloaded by HCPs?
Engage Meeting Media Player only supports CLM content sourced from Vault.
Which of the following all web clients support two-way video between a Rep and an HCP participating in an Engage Meeting joined via a web browser?
Engage Meetings can be conducted via iPad and Windows Desktop.
Which Javascript method is NOT supported in Engage Meeting content created for Desktops?
Which of the below CLM functionalities are supported for CRM Engage Media Player? (Select all that apply)
Which of the following CLM functionalities are supported for CRM Engage Media Player?
In the CRM Engage App Media Library, which of the following are valid statuses for the presentations?
Call Key Message records get automatically created for a key message if viewed longer than how many seconds in the CRM Engage Player?
What type of files are supported and can be used during an Engage Meeting presentation?
Should we directly make use of available CLM content for an Engage Meeting without testing?
Which Javascript method supported in Engage Meeting content created for an iPad?
Which Javascript method is supported in Engage Meeting content created for an iPad?
Which of the following field on Call object distinguishes a Detail call from a Remote Meeting call?
Content uploaded via this technique should work perfectly in Engage Meeting? (Select all that apply)
Content created via Vault"s Create Presentation and Single-Doc Publishing will render correctly in the CRM Engage media player.
What Vault document type should be selected when creating an Engage Meeting slide in Vault?
During an Engage Meeting which of the following applies?
Splash Screen displays for the HCPs when the host is not viewing CLM content and is viewing other parts of CRM.
Which of the following JavaScript functions are supported by Engage Meeting hosted from the Desktop?
Your agency is creating a HTML slide, after creating the files according to the Vault Packaging structure which statement is true?
When used in an Engage Meeting invite, what does the .ics file do?
Engage Meeting Licenses are assigned by groups.
Engage Meeting Content follows the regular CLM upload process when uploading to Vault.
Is it best practice to directly make use of available CLM content for an Engage Meeting with no testing.
What type of files are supported and can be used during an Engage Meeting presentation?
If an administrator tries to access the Engage Administration tab and gets an error, what may be happening?
What Vault document type should be selected when creating an Engage Meeting presentation in Vault?
Which object can the Splash Screen read information from?
The Splash Screen is defined by the administrator in the CLM Media Library.
How many licenses are provisioned to an agency upon request?
Media content viewed in the CRM Engage app during an Engage Meeting is tracked on the Call.
For an HTML slide, following the Vault Packaging structure, what should be the namer of the HTML file?
Engage Meeting can be scheduled from the Call Report.
We do not recommend using Legacy Packaging for Engage Meeting CLM content.
Is it possible to track CLM contnet displayed from an Engage Meeting?
How can an agency request Engage Meeting licenses?
Is it possible to host group calls in Engage Meeting?
It is possible to enable or disable features on a channel basis when creating CLM content.
Who is responsible for assigning Engage Meeting licenses to Users?
Which of the following packages would be acceptable according to the Vault Package structure?
Which of the following packages would be acceptable according to the Vault Package structure?
Regarding the JavaScript library, select all that apply:
Exisxting CLM HTML content generally needs to be adapted to render correctly on the CRM Engage desktop Media Library.
What Token should be used in order to add the Meeting Date and Time to the Invitation?
The Splash Screen can be customised
In The CRM Engage App Media Library, which of the following are valid statements regarding the presentations?
You are creating an Engage Meeting Approved Email invitation, which tokens would you use to add Date, Time, URL, and calendar reminder in a comprehensive format?
What Token should be used in order to add the Meeting URL to the Invitation?
HCPs can join an Engage Meeting from whivch of the following?
How can you add an Engage Meeting calendar reminder to an Approved Email?
Content uploaded via __________ will work perfectly in Engage Meeting.
We recommend that you upload Engage Meeting Content directly into CRM
Which of the following are considered best practices for building content for Engage Meeting when hosted from a Desktop?
Engage Meeting Media Player only supports CLM content sourced from Vault
In order to run a meeting from your desktop (Windows 7 or newer), the host should have the Veeva CRM Engage Meeting application downloaded on the machine
Video content of any type does not display to participants when:
Engage Meeting Hosted from the Desktop is launched from the Call Report.
Content displayed in an Engage Meeting can be tracked.
A Presentation shared in Engage Meeting can be which of the following?
Engage Meeting can be hosted from which of the following devices?
What action is required in order for Engage Metting calls to be stored in Veeva CRM?
Fill in with the right word: Reference Documents and Materials (Promotional Pieces) reside in Vault PromoMats and are not synced to Veeva CRM. When the email recipient clicks through to view the document, they will always see the __________ version of that document which is approved in Vault PromoMats.
The steps required to upload Approved Email content to Vault PromoMats are:
1. Create a new Approved Email document by uploading the HTML file and completing the metadata
2. Upload Reference Documents and Materials
3. Create relationships:
- Email Template - Email Fragment(s), Template Fragment and
- Email Template, Email Fragment - Reference Document(s), Material (Promotional Piece(s)
4. Approve Reference Documents and Materials (Promotional Pieces)
5. Approve (or Stage) Email Templates, Email Fragments and Template Fragments
6. Perform a sync in Veeva CRM to publish content and meta-data to Veeva CRM
When filling out metadata fields in Vault, the required fields are highlighted in:
Approved Emails are normally triggered automatically based on the behaviour of the HCP.
Configuration Tokens allow personalization of Approved Emails by merging data from Veeva CRM and/or allowing Users to customise the content of the email before it is sent.
In Vault, in the 'From' and 'Reply To' fields it is not possible to hardcode to a specific email address.
Industry standard best practices for developing HTML emails should be adhered to when creating Approved Email content. Which of the following should also be considered:
It is possible to define the exact Email Fragments that should be available to insert into each Email Template.
When creating a new Email Template, the metadata needs to include the email header information. Which of the following fields can be optional when populating under the 'Email Properties' section of the document information in Vault PromoMats?
Which of the following links generated from a token can be selected and viewed whilst in Preview or Edit Mode:
Capturing HCP actions or requests from an Approved Email is done by creating a Multichannel Activity record using which of the following tokens?
Approved Email can be used to send out links to Engage for Portals content. This is achieved by inserting __________ Configuration Token into the HTML of the Email Template or Email Fragment.
Before syncing Vault PromoMats and Veeva CRM, Email Template, Email Fragment and Template Fragment documents must be set to either 'Staged' or 'Approved'.
Approved Email can not be triggered to launch directly from a CLM Presentation.
When an End User sends an Approved Email, the values of the Subject Line, and free text or rich text entered by the sender are never recorded.
Approved Emails can be marked as requiring additional review before being sent to recipients by adding the __________ token to the appropriate content.
Approved Email users can select and view some links generated from a token while in Preview or Edit Mode. A new browser window opens displaying the web page when selecting a link.
Which of the following ensures the HCP Account can receive an Approved Email?
Which of the following can be inserted into an Email Template by an end user (e.g. a sales rep)?
Which of the following can be inserted in an Email Template by using Custom Text Tokens?
Custom Text Tokens can be used to provide end users with which of the following?
Which of the following are potential reasons why Approved Email content would not be visible to a user in Veeva CRM Online/Mobile?
HCP actions or requests from an Approved Email they have received (e.g. opting in for an event or requesting an MSL visit) can be captured as Multichannel Activity records.
Can email fragments be used to directly send email attachments?
Which of the following statemtns regarding images in Approved Emails are true?
Which of the following use cases can be supported by Approved Email? (select all that apply)
When sending hyperlinks via Approved Email, URLs can be tagged with attributes from which Veeva CRM Objects?
Custom Text tokens can be utilized to allow end users (e.g. reps) to manually enter values into the 'From' and 'Reply To' email header fields.
It is possible to insert Email Fragments in multiple places within one Email Template
Template Fragments are used as a framework to automatically generate Email Fragments
Where does a content administrator define the minimum and maximum number of Email Fragments that an end user can insert into an Email Template?
Which of the following can be embedded on a custom (customer-owned) landing page?
Which Configuration Token should be used to insert a Template Fragment into an Email Template?
Which of the following area automatically tracked and recorded when an Approved Email is sent?
It is possible to provide end users (e.g. reps) with a picklist of potential subject lines to choose from when they send an Approved Email.
When sending meeting invites via Approved Email, calendar invites (.ics files) can be attached to which type of event?
When launching Approved Email directly from a CLM Presentation, it is possible to specify both the Email Template to be opened and the Email Fragments to be inserted into it.
When using Approved Email to send a HCP a receipt of a transaction (e.g. requesting a product sample or raising a medical inquiry), it is possible to capture the HCPs signature in Veeva Mobile CRM and dynamically insert this into the email.
When a Survey is sent to a HCP via Approved Email, where does the HCP complete that survey?
Which of the following would require using the Customer Content Configuration Token?
From which of the follwoing Veeva CRM objects is it possible to tag URLs in Approved Emails with values? (select all that apply)?
When using the {{$VaultDocumentID}} token, remember to pull this Documnet ID from:
Additional pieces can be associated to the Email Fragment by adding them as 'Other Documents' and using which of the following tokens?
Only one Material (Promotional Piece), ISI and PI can be assigned to an Email Fragment using {{PieceLink}}, {{ISILink}} and {{PILink}}, respectively
It is possible to link multiple Veeva Vault PromoMats documents to a single Email Fragment.
In order to record HCP clicks on links within an Approved Email in Veeva CRM, labels must be added to the hyperlinks.
HCP actions or requests from an Approved Email they have received (e.g. opting in for an event or requesting an MSL visit) can be captuired as Multichannel Activity records.
Content administrators can choose to define the exact Email Fragments available for end users to insert into each Email Template.
Dynamically inserted footnotes and citations can be previewed by the end user before sending an Approved Email.
Which of the following best describes how footnotes and citations can be inserted into Approved Emails?
Which of the following are potential reasons for Approved Email content not being visible to a User in Veeva CRM Online/Mobile? (select all that apply)
Where is the 'Approved Emails Test Email Address' set in Veeva CRM Online?
Email Templates set to 'Staged' state in Veeva Vault PromoMats will be visible to all Veeva CRM Users once synced.
Where can a Veeva CRM user view the status of an Approved Email they have sent?
Which of the following will ensure that Veeva CRMs built-in consent management does not prevent a user from sending an Approved Email to an Account for testing?
Which of the following are potential Approved Email entry points in Veeva Mobile CRM? (select all that apply)
Which of the following email header values cannot be defined for an Email Template within Veeva Vault PromoMats?
Promotional Pieces and Reference Documents must be set to the 'Approved' state in Veeva Vault PromoMats if linked to from an Email Template or Email Fragment?
Bcc recipients can be defined by content administrators or by end users (e.g. reps) depending on configuration.
The email header 'Subject' field can be hard coded or utilize Custom Text or Merge Tokens to enable personalization.
Where should email header information (from address, subject, etc) be defined for Email Templates?
Which of the following statements about the BEE Editor are true? (select all that apply)
What is the correct format of the expanded markup syntax Merge Token used to dynamically pull values from the Account, User and Approved Document objects?
Configuration Tokens are only supported in Email Fragments if they are used within href tags and require no User input.
Which characters should surround Merge Tokens when they are used within a Custom Text token?
Custom Text Tokens must include default text
Using Merge Tokens, dynamic values can be pulled into an Email Template from which of the following objects? (select all that apply)
Email Fragment content must be encapsulated in a <tr> </tr> tag.
When considering Approved Email content creation best practices, which of the following statements are true? (select all that apply)
Excluding the BEE Editor, what can content creators use to generate the HTML required for Approved Email Templates?
Which of the following statements about Apporved Email consent management are true? (select all that apply)
Which of the following statements regarding Vault Viewer are correct? (select all that apply)
Which of the following statements about Vault Viewer are true? (select all that apply)
How are Reference Documents and Promotional Pieces shared with Approved Email recipients?
Which of the following is used to automatically generate an Email Fragment from any document in Veeva Vault PromoMats?
Which document type is the core component of an Approved Email?
Where are Approved Email reports (e.g. a 'Sent Email by Account' report) usually created and viewed?
Approved Email Templates can be uploaded directly to Veeva CRM Online if the customer does not have Veeva Vault PromoMats.
Where do administrators upload Approved Email content?
Which of the following use cases can be supported by Approved Email? (select all that apply)
End users can send Approved Emails from which of the following? (select all that apply)
The image path in the HTML file will use which of the following:
The Vault Viewer can be embedded into an external branded website.
The Rich Text token allows End Users to add a more versatile free text email by displaying a default text area of which of the following:
Email Fragments cannot be standalone.
Approved Emails uses JSON file and a set of Veeva Aprroved Email Configuration Tokens to enable Content Creators to create content for Reps to send to HCPs.
When populating the Vault Fields in an Email Template, the Subject field needs to be hard-coded.
In Vault, the fields highlighted in ___________ are required.
To synchronize content from Vault PromoMats into CRM Online, the user needs to click on the
Before syncing Vault PromoMats and Veeva CRM, the Email Template must be set to Staged in the partner's environment.
Images in an Email Template need to be uploaded in the Assets Section.
Which of the following are elements of a Veeva Approved Email?
A Template Frament is an HTML snippet, used to create a footer appended to an Email Template and can be used across many Email Templates.
It is possible to include multiple Email Fragments in a single Email Template.
Reference documents are opened in the Document Viewer. Which options below can be set by the customer to control document download?
The hyperlink of a Document is only a reference to the document in Vault and customers are unable to make any updates.
An Email Fragment is a modular HTML snippet that can't contain embedded text or images.
Content Creators can use Approved Email Configuration Tokens within Email Fragments but only tokens which do not require the input of the Rep and are supported.
If no Fragment is associated with the Template, any Fragment can be selected.
In order to upload a Document into Vault, Content Creators can choose the Document type in the last step of the process.
In order to upload an Email Fragment into Vault PromoMats, Content Creators must have an HTML file with images inserted.
The token {{PieceLink}} in the HTML will link to a Prescribing Information Document Type
In Veeva CRM Online, the details on each email activity can be reviewed by clicking on the Email Activity record.
In the Sent Email Section in Veeva CRM Online, which of the following details are visible for the Reps from the Template Email sent.
From the 'My Accounts' page, the Rep can send an email to up to how many recipients at once?
When sending an Approved Email, ensure the Account Approved Email Consent is set to 'Explicit Opt In'
The details on each email acitivity can not be reviewed on Veeva CRM Mobile.
{{addToCalendar}} token will not work if an Email Template is sent through the Veeva CRM Mobile Application on a Windows tablet.
Before syncing Vault PromoMats and Veeva CRM, the Email Template for Engage Meeting must be set to Expired.
Approved Email Templates used for Engage Meeting invitations cannot contain images.
There aren't Tokens that provide the HCP with the date and time of the meeting and details to join the meeting.
Meeting ID and Meeting Password tokens are used to display the unique meeting ID and password in Approved Email Invitation.
Embedding the Survey iFrame in a custom landing page is supported.
Which fields must be filled in when creating a survey in Vault?
Surveys can be available to survey targets without being Published.
When an HCP receives an Approved Email with a link to a survey, the link launches the Survey in an iFrame on a Veeva hosted site.
Which fields must be filled in when creating a survey in CRM for use in Approved Email?
The Rep can view footnotes and citations in preview mode before sending the Approved Email
Under no circumstances should a BEE Editor email be downloaded and the HTML edited directly as it can cause issues with the email filtering to SPAM.
Approved Email Configuration Tokens are used to define what citrations and footnotes are included, and where they are located in the Email Template.
When working with Images in the BEE Editor, users are not able to edit the image (e.g. resize the image, apply visual effects, etc.).
When working with Text content in the BEE Editor, users can easily personalized content by inserting Special Links and Merge Tags from the Text menu.
To avoid having to manually update the IDs each time the content is moved to a different Vault environment, where should the External ID fields be created
Complete this example: - Vault Instance ID - https://sandbox1-vv.agency.veevavault.com - Vault Document ID - 108 function GetFragmentID() { com.veeva.clm.getApprovedDocument(_________, myAllValue); } function GetFragmentID() { com.veeva.clm.getApprovedDocument(________, myAllValue); }
In the Veeva CRM mobile application, the Rep can open the Media tab to select the CLM presentation and then launch Approve Emails from CLM without selecting an account first.
In order to trigger Approved Email functionality from CLM content, the launchApprovedEmail call must be used.
How many documents are displayed in the Recent Library?
You can find tasks assigned to you in the document library
Which symbol is used to mark documents as favorites in the library?
If you wanted to search for a document name for only a specific document type, which would you use?
There is a limit of 5 fields to use as filters.
A placeholder can be created to complete the metadata for a document before the document is ready to be uploaded.
A document can have multiple owners.
What is the file size limit for document uploads?
My Library shows all documents that you have access to in PromoMats.
Can you upload a document withou classifying it?
What's the file size limit for uploading a video which will create a viewable rendition?
What types of annotations can be made with a text annotation?
When creating an anchor link to an existing document, you can't use existing anchors.
Annotations can be made offline.
Can annotation colors be organized by role in a customer Vault?
Can you create an annotation link to a whole document?
Can you import document links without a document being uploaded?
Binders can include sections.
Does the ability to annotate require specific permissions?
Annotations can be made on videos.
To receive alerts for your favorite documents, where would you enable this?
What's the most efficient way to start the process of localizing a document from another country/language?
You are going on vacation and need to provide access of your account to another team member to review tasks and documents, how would you do this?
What are the two key matching fields for a claim in the claim library?
What icon is used to illustrate that an annotation was created from the Claims Library using Suggested Links?
What's the best way to share comments with your team members that don't have access to PromoMats?
Can you start a new workflow when completing a task?
Once a comment is resolved, it cannot be reopened.
How can you ensure a document is not edited while you are making edits?
Any user can start a workflow regardless of permissions?
Uploading a new version of a document will expire the existing version.
Can you specify the document version that you want to bring annotations forward from?
You can only download documents one at a time.
If you have the appropriate permissions, can you start a workflow from the document info page?
Can you filter annotations by user?
How can a Veeva Content Partner request Engage Meeting Licenses?
Reps can host an Engage Meeting from which of the following?
Engage Meeting helps HCPs to access online content displayed in a 3rd party website.?
How many Engage Meeting Licenses can Veeva Content Partners have in their sandbox?
HCPs can join an Engage Meeting from a dedicated application on mobile devices or from the Web Client via a supported web browser.
Engage Meeting enables content reuse and compliance.
From what tab in Veeva CRM are Engage Meeting User Permissions viewed?
A Splash Screen displays to HCPs when the Rep is not sharing which of the following?
How many HCPs can join an Engage Meeting?
Approved Email can be used to invite HCPs to an Engage Meeting?
Reps can use Engage Meeting to achieve which of the following?
Reps can host an Engage Meeting from which of the following?
The Meeting ID and Password are included in ALL Engage Meeting Participant URLs
During an Engage Meeting what is captured on the Call Report?
How does a Rep know that they are sharing a CLM Presentation in an Engage Meeting?
Reps must share Engage Meeting details via Approved Email
What is a key difference about sharing CLM content in an Engage Meeting hosted from a Windows PC compared to an iPad?
If there are multiple HCPs in an Engage Meeting, their attendance can be uniquely tracked.
From which platform(s) can HCPs join an Engage Meeting via a Participant URL?
HCPs can ONLY join Engage Meetings using Approved Email invitations.
How does a Rep schedule an Engage Meeting with an HCP?
When can a Rep send an Approved Email invitation to an Engage Meeting?
If there are multiple HCPs in an Engage Meeting, their attendance can be uniquely tracked.
Select from the following the elements of a Veeva Approved Email:
Approved Emails uses JSON file and a set of Veeva Approved Email Configuration Tokens to enable Content Creators to create content for Reps to send to HCPs.
Approved Email has avery low open rate. Even lower than the industry average.
The Token to add a Promotional Piece is:
The Participant URL can be added to the Email Template with the following Token:
To include the MEeting Date and Time in an Engage Meeting Invitation, it is best to use the ________ Token. This ensures compatitbility for both Person Account and Group Account Calls, as well as the Token used for Calendar Reminders.
{{timeZone}} renders in the email as the time zone abbreviation, e.g. GMT.
{{User.TimeZoneSidKey}} renders in the email as the location, description and time relative to GMT, e.g. (GMT +00:0) Greenwich Mean Time (Europe/London).
An Email Template is the only required component to send an Approve Email Engage Meeting invitation.
The best way to invite an HCP to an Engage Meeting is by an Approved Email invitation.
Engage Meeting Invitations should never include the Participant URL.
Animated GIFs will display to participants at two frames per second. If there are more than two frames per second, the content maynot display as expected
What should Content Creators consider when creating/adapting CLM content for use in Engage Meeting.
Engage Meeting supports:
Content must be sourced from __________ to be available in the CRM Engage Application on Windows PC
Existing CLM content can be reused in Engage Meeting
Hidden Presentations are ________ on CRM Online.
AR content is supported in Engage Meeting.
Video CLM Slides or HTML5 CLM SLides with embedded videos will NOT work on which platform(s) in Engage Meeting?
Before creating or adapting CLM content for Engage Meeting:
Videos will work in Engage Meetings hosted via a Windows PC.
Engage for Portals can be implemented without Veeva CRM.
When an HCP request follow-up information during an interaction with a Rep, the HCP needs guidance from the Rep to see that content if it is delivered in Engage for Portals.
All Engage content is loaded into Veeva CRM.
All CLM functionality is supported in Engage for Portals.
In Engage for Portals, content can included images, videos, PDF and HTML.
Thumbnails are rendered at the size they were when uploaded into Vault.
In the Engage for Portals player, fullscreen is not available.
If content has been removed from Vault, it will be still displayed in Engage Portals.
The up and down arrow buttons in the lower left corner of the Engage for Portals player are not available in the pages of a PDF.
In the Engage for Portals player, viewers can also use the keyboard arrow keys or utilize the swipe gestures on mobile devices.
Video files to be used with Engage for Portals must contain which files? (Select one)
Engage for Portals supports the following video formats: (Select all that apply)
Content for Engage for Portals can only be coded in a responsive way.
In Engage for Portals, image slide content displays at a resolution of 800 x 600.
Auto-Packaging within Vault PromoMats adds the content file and a system-generated thumbnail to the ZIP package and displays a viewable rendition for annotations.
Call Clickstream is supported in Engage for Portals.
Engage for Portals content can pull data from CRM to personalise a presentation when appropriate.
Fullscreen mode in the Engage for Portals player is available in which of the following browsers:
Shared Resources are supported in Engage for Portals
Dynamic navigation is strongly recommended in Engage for Portals
Engage for Portals content should be easy to navigate by the viewer, without a Rep available.
If the content creator want HTML content to look and feel like a mini-site within the Engage for Portals player, which of the below recommendations apply?
The Engage Media Player is always deployed within a Veeva-owned website.
The embed code to make an Engage for Portals player accessible via Approved Email only is available on the Engage Content Admin page in CRM, under the Site Manager section. The embed code is generic and can be used on every site.
The Engage for Portals player is commonly sized at 1024 x 768 pixels.
Embed code is not required in order to have an Engage for Portals player appear on a specific website.
Websites to be used for Engage for Portals should be added in to the Engage Meta Data Admin tab in CRM.
In Engage for Portals, approved content is synced between Vault and CRM.
Only content with the Approved state will be pulled into CRM for testing and use.
Engage for Portals content is managed and published within the Vault environment.
Data on content usage in Engage for Portals is captured and saved in CRM.
The CreateMultichannelActivityLine function from the Veeva Javascript library works with Engage for Portals.
The Engage for Portals player tracks both HCP activities to their Account and also anonymous visits.
The Veeva API is used to track usage of HTML content back to CRM from the Engage for Portals player.
Formula fields can be used to simplify the data from the duration fields on the Multichannel Activity and Multichannel Activity Line objects in CRM, by converting them to a more understandable value, like minutes or hours.
Duration values in intermediary slides in an Engage for Portals presnetation are updated every 30 secons while the user is viewing a slide.
Reporting on HCP interactions can capture how often this channel is used.
Reporting on HCP interactions can capture which browser and device customers are using.
If an Engage for Portals link has been labeled, it can be used to filter and identify actrivities related to Engage for Portals distribution.
Reporting on Approved Emails can capture which templates are used to send an Engage for Portals link
What is the Approved Email token that is used to include and Engage for Portals URL in an Approved Email.
Engage for Portals links are commonly embedded into Approved Email to maintian the Account association.
Syncing Approved Email content from Vault creates records in the Approved Email Documents tab in CRM.
Approved Email is the preferred distribution channel for Engage for Portals.
When using Approved Email in Engage for Portals, content is accessed via an unique URL (embed code) that is sent to the HCP directly via Approved Email.
When using Approved Email in Engage for Portals, the embed code cannot be included in an email fragment
Content loaded into Vault PromoMats is automatically created in the Draft state.
To include a Related Presentation, the same website URL needs to be populated for the related presentations.
Which 2 tabs in CRM enable you to manage the synchronisation and testing of Engage for Portals Content?
Content needs to ve synced to Veeva CRM Online before it can be downloaded to the Veeva CRM Mobile app.
The Credentials fields within CRM are not required to be populated in order to sync content from Vault to CRM.
Documents in Vault Viewer can never be downloaded.
A Template Fragment is an HTML snippet, used to create a footer appended to an Email Template and can be used across many Email Templates.
Email Fragments can be placed in multiple locations within an Email Template.
The customer may manually or schedule the expiration of a distributed document.
Email Fragments can be standalone in an Approve Email.
Reps can't preview the template before sending.
To add related Email Fragments to the Email Template, click 'Preview', select the preferred Email Fragments and click 'Add Selected'.
If an Approved Email includes a Survey, the user needs to create the Survey Record in Vault and set the same External ID and Start & End Dates as in Veeva CRM.
Which of the following tokens is used by the user to include a survey in the Email Template or Email Fragment?
If an Approved Email includes a Survey, the user needs to create the Survey in Veeva CRM and set the External ID
When setting up surveys in CRM for Approved Email, which option must be selected for the Channels field?
What are potential use cases for surveys in Approved Email?
{{FootnoteSymbol[Sequence Number]}} inserts a footnote symbol in the following order:
In BEE Editor, it is not possible to have multiple columns in a row.
In Approved Emails, users need to manually create footnotes, citations, and citation summaries.
BEE Editor requires HTML knowledge.
BEE Editor gives customers the opportunity to add a link to the PI, ISI or other Vault Documents. These documents must be in the steady state (e.g. Approved).
In Vault, the required fields are highlighted in _________.
Before syncing Vault PromoMats and Veeva CRM, the Documents must be set to Staged in the Agency's environment
In CRM Online, the user will need to click on the _________ to synchronize content from Vault PromoMats.
All Template Fragments need to contain images.
There is no way to re-render images if needed.
If the Email Template is in the Staged State, then this will only be available to Users with the'Approved Email Admin' field checked on their User Record.
It is possible to display content in Portrait mode on the iPad only.
All CLM JS Library functions can be used in CLM Presentations presented in Engage Meetings hosted on iPad.
All CLM JS Library functions can be used in CLM Presnetations presented in Engage Meetings hosted on CRM Desktop (Windows PC).
Which of the following CLM JS functions can be used in CLM Presnetations presented in Engage Meetings hosted on CRM Desktop (Windows PC)?
The Engage Contnet document field does not need to be filled as this is only used for Engage for Portals nad CoBrowse content.
For compatibility with Engage Meeting, content must have the Publish for Veeva CRM (CLM) document field set to 'Yes'.
Video CLM Slides or HTML5 CLM Slides with embedded videos will work in Engage Meetings hosted via a Windows PC.
Video CLM Slides or HTML5 CLM SLides with embedded videos will work on which platform(s) in Engage Meeting?
A CLM Presentation must be uploaded to Veeva Vault PromoMats in order to be visible in the Media Library when hosting an Engage Meeting from a Windows PC (via CRM Online).
Which Javascript methods are supported in Engage Meeting content created for Windows PC? (Select all that apply)
Where Content Creators create a custom Splash Screen, they can dynamically pull Rep and Company Information into it using the Veeva MyInsights Javascript Library.
Can content adapt to the Call Type (i.e. F2F with CLM vs Remote with Engage Meeting)? If so, how?
Engage Meeting leverages the underlying _______ product for both the creation and delivery of the Splash Screen.
Admins and Content Creators can customise the Splash Screen using a Veeva CRM MyInsights visualisation.
To adapt content based on the Rep's device, check if ________ is populated on the Remote_Meeting_vod__c record.
Once the custom Splash Screen has been created, where in Veeva CRM Online should it be uploaded?
What Veeva Javascript Library can be used to create Splash Screens?
Splash Screens are not required to use Engage Meeting.
Developers can use custom code that dynamically adapts CLM content to the specific device that the HCP uses to attend an Engage Meeting.
For Veeva CLM to identify the Email Template and corresponding Fragments, which of the below must be found?
Which function below is used to retrieve the Salesforce Record IDs?
Launching Approved Email from CLM requires extensive use of Javascript and firm knowledge of Vault PromoMats.
There are 2 steps in order to launch Approved Email and the Javascript should be built out in this order: 1. Retrieve the Record ID of the Email Fragment. 2. Open up the Approved Email User Interface using the launchApprovedEmail function.
The launchApprovedEmail() function in the Veeva Javascript Library uses the Vault Instance ID as the identifier of the Email Template and Email Fragment to launch the Approved Email.
Processess should exist to ensure multiple Approved State Templates/Fragments have the same External ID.
Approved Email Templates used for Engage Meeting invitations cannot contain images.