When sales representatives confirm delivery for a newly launch product to an HCO,
generate compliance cycles for the HCO.
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 generate compliance cycles:
Life Science Commercial Admin permission set
or
Life Sciences Field Sales
Representative
From the App Launcher, find and select Accounts Compliance
tab.
Select an account compliance and then click Start Action Plan.
You can start an account compliance only from the web and by using the configured Quick
Action button. If you're on a mobile device, click View On Web, and then click start the action
plan from the web.
Select a start date and save your changes.
Change the status of the action plan to In progess, and save
again.
Note You can change the status of an account compliance only by using the Quick
Action buttons configured to start, stop, or restart account compliance.
Salesforce
generated pre-cycles and cycles, and the cycles are visible in the Items tab.
Tip To generate compliance cycles for multiple accounts, bulk
update account compliance status by using connect API.
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