Loading
Prepare for Email to Become the Default Login ExperienceRead More
Configure Standard Search Field Sets in the Admin Console

You are here:

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

Configure Standard Search Field Sets in the Admin Console

Define the fields against which sales reps run the standard search on the iPad.

Required Editions

User Permissions Needed
To configure settings in the Admin Console: Life Sciences Commercial Admin permission set

Standard search is performed on the Account, Healthcare Provider, Contact Point Address, and Provider Account Territory Info objects. To define the specific fields that the standard search should run against, first create field sets for each of these objects.

  1. From the App Launcher, find and select Admin Console.
  2. Select the Account Management tile.
  3. In the left navigation pane, select Account Settings.
  4. Choose whether you want to configure the settings for the org or for a specific profile.
  5. Configure the following field sets.
    • Account Field Set Name
    • Provider Account Territory Info Field Set Name
    • Contact Point Address Field Set Name
    • Healthcare Provider Field Set
  6. For Account Field to Display, select the field on the Account object that represents accounts in lists and filters and in success messages after a bulk update.
  7. Save your changes.

  

To apply these changes on the iPad, make sure you generate metadata cache for your changes.

 
Loading
Salesforce Help | Article