Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configure Advanced Search

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Life Sciences

            Configure Advanced Search

            Configure the criteria for performing advanced account search and the search results based on the record type. You can apply these configurations at the org and profile level.

            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 configure advanced search: Life Sciences Commercial Admin permission set
            1. From the App Launcher, find and select Admin Console.
            2. Select Search Before Create and then select Field Set Mapping.
              The field sets for the HCO and HCP record types are set by default.
            3. To associate custom field sets based on your preferences, create custom ‌field sets and select them for the required record type.
              Warning
              Warning Avoid using checkbox fields in field sets related to advanced search. Checkbox default values can cause account matches not to appear in search results.
            4. To customize the advanced search layout further, select Search Before Create on the Admin Console page and then select General Settings.
              1. To show external search results and internal search results simultaneously, under General Settings customize the advanced search.
              2. To customize the fields that appear in the business license search, its results, and the details for affiliations and specialties during account creation, select the required field sets.
              3. If necessary, set the sorting criteria used to show contact point addresses in the search results.
              4. To populate searchable fields on healthcare provider records by using the data from associated records, run the Update HCP Records with Searchable Data job from the Search Before Create Jobs section, or activate the Update Healthcare Provider with Searchable Data data processing engine (DPE) definition from Setup.
                You can create data change requests while creating an account that requires approval.

            See Also

             
            Loading
            Salesforce Help | Article