Set up content management module

is a content management module in the product. To integrate the module with the module, follow the instructions outlined in these sections:

• Step 1 - Set up CMS Connection

• Step 2 - Map document fields

• Step 3 - Map data values

• Step 4 - Specify a content management system

• Step 5 - Grant users permissions

Step 1 - Set up CMS Connection

To set up a CMS Connection to hold connection information and group field and value mappings by connection:

1. Navigate to the CMS Connection custom metadata records list.

   1. In the Quick Find box in Setup, search for and select Custom Metadata Settings.

   2. In the CMS Connection row, click Manage Records.

2. Click New to create a new record or Edit to modify an existing record.

3. Enter data. For field descriptions, visit CMS Connection.

Note: The Handler Class field value must be MED_ContentSearchHdlr.

4. Click Save.

Step 2 - Map document fields

To map Interaction Document fields to those in the content management system:

1. Navigate to the CMS Field Mapping custom metadata records list.

   1. In the Quick Find box in Setup, search for and select Custom Metadata Types.

   2. In the CMS Field Mapping row, click Manage Records.

2. Click New to create a new record or Edit to modify an existing record, and then enter the appropriate data. Each field that requires mapping needs its own record. For field descriptions, visit CMS Field Mapping.

Note: MED_Request_Document__c.MED_Name__c must be mapped to ensure users have access to the appropriate documents.

3. Click Save.

Step 3 - Map data values

If and the content management system have different data values (e.g. different picklist values), use the CMS Value Mapping custom metadata to specify which data values to display in the user interface. To create or edit a CMS Value Mapping record:

1. Navigate to the CMS Value Mapping custom metadata records list.

   1. In the Quick Find box in Setup, search for and select Custom Metadata Types.

   2. In the CMS Value Mapping row, click Manage Records.

2. Click New to create a new record or Edit to modify an existing record, and then enter the appropriate data. Each value that requires mapping needs its own record. For field descriptions, see CMS Value Mappings.

Note: Two special value mappings are required against the Product field mapping. All and None should be mapped to generic All and None product records in the content management system. For , this must be valid Salesforce IDs for product records.

3. Click Save.

Step 4 - Specify a content management system

To specify that content searches should retrieve files from :

1. Navigate to the Local Setting custom metadata records list.

   1. In the Quick Find box in Setup, search for and select Custom Metadata Types.

   2. In the Local Setting row, click Manage Records.

2. Click Edit to modify an existing record.

3. Select a picklist value for CMS Sources. Relevant picklist values include:

   • MIC - only files are retrieved when a content search is executed.

   • MIC & Vault - both and Veeva Vault files are retrieved when a content search is executed. search results display first followed by Veeva Vault search results.

   • Vault & MIC - both Veeva Vault and files are retrieved when a content search is executed. Veeva Vault search results display first followed by search results.

4. Click Save.

Step 5 - Grant users permissions

Once the integration has been set up, assign users the Inquiry - Content Integration (MED_MCM_Integration) permission set to enable users to search for files. For more information, see Salesforce's Permission sets documentation.