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            Configure Institution Doctor Account Record Types

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            Configure Institution Doctor Account Record Types

            To use the Institution Doctor Accounts feature, map the record type you’ve created for Institution Doctor accounts with Account and Healthcare Provider record types shipped with the product.

            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 an Institution Doctor Account record type: Life Science Commercial Admin permission set
            1. From the App Launcher, find and select Admin Console.
            2. Select Account Management, and then select Institutional Doctor Account Settings.
            3. Specify the record types for the Institution Doctor Account and Healthcare Provider.
            4. Save your changes.
              Note
              Note To change the configured record types, make sure that no Institution Doctor accounts exist with the existing configurations.
             
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