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Manage Accounts
Perform tasks such as viewing a smart summary and getting a quick snapshot of a HCP or HCO account, adding an account address, submitting data change requests, and updating a rating.
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. |
- Search for Accounts and Align Accounts with Your Territory
Locate accounts in Salesforce outside your territory using account-related keywords. Expand the search outside Salesforce to include accounts from external sources such as an MDM or IQVIA OneKey database. - Refine Account Search Results by Using Advanced Search Criteria
Enhance your search experience with advanced criteria such as account type and licenses when Search Outside Territory is insufficient to find specific accounts. Perform targeted, attribute-based searches to locate accounts in Salesforce and in external systems. - View a Smart Summary of an Account
Stay up to date and ready for provider visits with Einstein-generated summaries of an account’s key details and the latest updates. - View Agent Generated Summary of an Account
Prepare for visits and boost customer engagement with Agentforce-powered account summaries. Use natual language utterances to interact with agents, and get real-time, data-driven insights that are tailored based on persona. Access the summaries faster without drilling into individual Account records, by viewing them in the Agent window from anywhere on the web and on the iPad. - 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. - Add an Address for an Account
Create and manage multiple addresses for an account, and mark one as the primary address to centralize communications. Keeping addresses organized makes your user engagement more effective. - Manage Best Times for an Account Address
View and modify preferred contact times, unavailable times, and required appointment times for an account’s contact point address. - Create a Provider Affiliation
Define the affiliation between Healthcare Professionals (HCPs) and Healthcare Organizations (HCOs) by creating provider affiliation records. Use these records to track their roles, interests, and influence for comprehensive relationship management. - Link Provider Affiliations and Products
Create provider affiliation product records to link provider affiliations and products. The linking helps you track the influence of healthcare professionals on specific products. - Coordinating with Account Teams Across Territories
Sales reps, account managers, contact center agents, and medical team members are often assigned to different territories. To improve collaboration, users can share each other’s roles, departments, and contact information, all from the Account Teams account record page. You can set up an account team using business accounts or person accounts. - Data Change Requests
As a sales rep working on the Life Sciences Cloud mobile app, when you update supported records or create records, your changes go through a validation process to make sure they meet your organization’s data policies. - Focus on Targeted Accounts
Use lists and filters on the Accounts page to organize and focus on the right set of accounts. View and manage accounts more effectively by applying filters and organizing them into lists, making it easier for you to stay focused and take actions based on your business priorities. - Update a Rating Card
Keep your customer information accurate and current by updating the values in a rating card. Ratings show data organized into meaningful segments, such as general, product, territory, team, and address. - Align an Affiliated Account to Your Territory
To view details for an account outside your current territory, manually align an affiliated account to your territory. - Create Account Merge Requests
A merge request record represents a mapping of consolidated and merged accounts. You can create multiple mappings by creating merge request records. These records are further used in batch-job processing.
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