Skip to main content

Set up content management module

Regulated Content Cloud is a content management module in the Medical Information Cloud product. To integrate the Regulated Content Cloud module with the Inquiry Management module, follow the instructions outlined in these sections:

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 Inquiry Management 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 Inquiry Management 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 Regulated Content Cloud, this must be valid Salesforce IDs for Medical Information Cloud product records.

  3. Click Save.

Step 4 - Specify a content management system

To specify that Inquiry Management content searches should retrieve files from Regulated Content Cloud:

  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 Regulated Content Cloud files are retrieved when a Inquiry Management content search is executed.

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

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

  4. Click Save.

Step 5 - Grant users permissions

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