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            Get Your Org Ready for Provider Engagement Compliance

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            Get Your Org Ready for Provider Engagement Compliance

            Before ​you start using Provider Engagement Compliance, make sure that you have the required user profiles, licenses, permission sets, and have configured tabs and quick actions.

            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.
            • Create custom user profiles for sales representatives and sales managers based on the Standard User profile. Associate the profiles with the corresponding user records. See Create Custom Profiles for Customer Engagement Users.
            • Assign Life Sciences Commercial Admin and Life Sciences Core permission sets for admins. Assign Life Sciences Core and Life Sciences Field Sales Representative permission sets to sales representatives and sales managers. See Assign Permission Sets to Life Sciences Customer Engagement Users.
            • Restrict sales representatives from editing the Status field of an action plan by updating field-level security for the field to read only. The status of an action plan changes only through the Start, Stop, or Restart actions.
            • Set up HCP accounts, territories, and provider account territory information. See Get Your Org Ready for the Customer Engagement Managed Package.
            • Assign territories to the sales representatives and sales managers. Assign the sales manager to the parent territory of the sales representatives’ territory. See Assign Users to Territories.
            • Add the Account Compliance tab in the Life Sciences Commercial App. See Add Tabs to the Life Sciences Commercial App.
            • Create a field set for the Assessment Task object and include the fields that appear when sales representatives capture their observations for the compliance assessment task. See Create and Edit Field Sets.
            • Set up the Capture Compliance Activity quick action for Visit by using the Associate Care Program component. See Quick and Custom Action Management.
             
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