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          Get a Quick Snapshot of an Account

          Get a Quick Snapshot of an Account

          Instead of navigating to multiple records to get information about a provider, view all the details in one place on your iPad. Go to the Provider Card to check whether a provider is a target account, a speaker, or a key opinion leader, and verify the provider’s eligibility for receiving sample orders. View the provider’s specialty areas, and check the preferred addresses and contact times. Stay on top of your communications by viewing information about your last interaction and upcoming visits.

          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.
           
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          Salesforce Help | Article