Configure Provider Territory Fields Information on Account Pages
Help sales reps access and manage their assigned provider accounts in the context of the
territories that the providers operate in. Customize the provider's account page to show
territory-specific information in the account’s dashboard.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the
Life Sciences Customer Engagement managed package.
User Permissions Needed
To edit an account record page:
Life Sciences Commercial Admin permission set
From the App Launcher, find and select Accounts.
Select the assigned account's record page.
Go to Setup, and then click Edit Page.
Select the account’s Dashboard tab.
Note If the tab isn't available, create a tab by selecting Add Tab on
the right pane. You can select an existing tab label from the provided options or create a
custom label.
From the left panel, select Components. Drag the Account Territory
Fields component on to the Account Dashboard.
Note You can add the Territory Switcher utility item by editing an app from the App Manager.
You can't edit the Life Sciences Commercial app because it is a part of the managed package.
However, you can add the utility item to any other app.
Save your changes.
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