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Account Summarization Data Setup

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Account Summarization Data Setup

Account Summarization relies on data set up in your org. Review these prerequisites before setting up Account Summarization.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement, Agentforce for LifeSciences Cloud, Einstein GPT Prompt Builder, and Einstein GPT Platform Add-on licenses, and the Life Sciences Customer Engagement managed package.
  • Make sure you’re assigned the Life Sciences Commercial Admin permission set.
  • Configure territory models and activate the models.
  • Assign users and accounts to territories.
  • Set up data in the Account object and in these related objects.
    • Accreditation
    • Award
    • Party Publication
    • Healthcare Provider Specialty
    • Provider Visit Request Sample
    • Contact Point Address
    • Provider Account Territory Info
    • Provider Affiliation
    • Provider Visit Product Detailing
    • Provider Visit Detail Product Message
    • Provider Activity Goal
    • Inquiry
    • Inquiry Question
  • If you’re adding other objects to the graph, make sure that you have access to the objects and set up the data.
  • Configure the Provider Summary Lightning App Builder component to enable history tracking for the fields that you want to include in the information summary.
  • To provide offline access to account summaries in the mobile app, create the object metadata cache configuration for the Provider Account Territory Summary object.

See Also

 
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