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Set Up Provider Engagement Compliance
Prepare your org for Provider Engagement Compliance by enabling and configuring the feature.
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. |
- Turn on Provider Engagement Compliance
Maintain regulatory standards and streamline medical interactions by activating the provider engagement compliance feature. - 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. - Configure Action Plan State and Care Program Status
You can configure personalized options for action plan state and care program status. To use Provider Engagement Compliance, map configured values with the shipped action plan state and care program status values. - Provider Engagement Compliance Flows
Salesforce provides pre-built flows to manage provider engagement compliance. Customize these flows to work with the feature. Make sure to add time details for the flows that require to be scheduled. - Batch Jobs for Provider Engagement Compliance
Batch jobs are automated processes designed to manage provider engagement compliance efficiently. - Mobile App Configuration for Provider Engagement Compliance
Configure the object schema for supported Provider Engagement Compliance objects and generate a metadata cache to make sure that your sales representatives can manage account compliance on the Life Sciences Cloud mobile app. - Update Care Program, Care Program Product, and Action Plan Template Page Layouts
When you set the category to Provider Engagement Compliance (PEC) on care programs and care program products, certain fields become mandatory. Because these fields aren't available in the default page layouts, add these fields manually to the page layouts. Add relevant fields in the page layouts for three objects: Care Program, Care Program Product, and Action Plan Template. Adding these fields to the page layouts make sure that users can successfully save records and comply with provider engagement requirements. - Configure Sharing Rules for Action Plan Templates
By default, action plan templates are design-time objects that only the record owner can access. To enable sales representatives and other internal users to view and use action plan templates for provider engagement compliance, configure sharing rules to grant broader access within your organization.
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