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            Set Up Best Time for Account Address

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            1. Salesforce Help
            2. Docs
            3. Administer Life Sciences Cloud

            Set Up Best Time for Account Address

            Customize the Best Time feature to help sales reps identify the optimal times for contacting healthcare providers (HCPs) at their addresses.

            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 set up best time Life Sciences Commercial Admin permission set

            Configure Best Time Parameters

            Set up Best Time parameters and manage how sales reps can view and edit their personal best times, the provider's best times, unavailable times, appointments, and set appointment duration.

            1. From the App Launcher, find and select Admin Console.
            2. Select Address Administration, and then select Best Time Setup.
            3. For Apply Settings To, select whether you want to apply the settings to all the profiles in your org or to a specific profile.
              1. To apply the settings to all the profiles in your org, select SOrg Default.
              2. To apply the settings to a specific profile in your org, select Profile.
            4. Under Availability Settings, configure these settings as needed.
              • Let users edit the unavailable time.
              • Let users edit the healthcare provider’s best time.
              • Let users edit appointments.
              • Let users edit their best time.
              • Select an appointment duration.
            5. Under General Settings, select whether you want to allow users to filter accounts by best time or not.
            6. Save your changes.
              Note
              Note If you apply availability settings at a profile level, repeat steps 4 and 5 for all the relevant profiles.

            Enable Planner Settings

            Configure Planner settings for the Best Times tab's calendar view.

            1. From the App Launcher, find and select Admin Console.
            2. Select the Planner Administration tile.
            3. For First Day of Work Week, select a day.
            4. For Work Day Start Time, select a start time for the workday.
            5. For Hourly Slots Viewable on Calendar, select the number of slots you want to display on the calendar.
            6. For Time Format, enter a time format for the calendar.
            7. Save your changes.
             
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