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            Add Risk Scoring Record Types to the Admin Profile

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            Add Risk Scoring Record Types to the Admin Profile

            To expose CMS Risk Scoring data in an CRM Analytics dashboard, you must add the associated record types to the Health Cloud admin profile.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
            2. Select the Health Cloud Admin profile, click Clone, and name the new profile.
              Note
              Note If you’ve already created a custom admin profile, click Edit to add the record types.
            3. In the Custom Record Type Settings, click Edit next to the Program object.
            4. Add the CMS Risk Scoring record type to the Selected Record Types picklist.
            5. Select the CMS Risk Scoring as the default record type.
            6. Click Save.
             
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            Salesforce Help | Article