Home Page Components

Activity Plan by Product

To show each user’s specific goals so that they can align their work with the overall company strategy, use the Activity Plan By Product component. Select a plan cycle type, such as AccountGoal or WeightedTerritoryGoal. See Add the Activity Plan Lightning Component to the Home Page.

In the Life Sciences Cloud mobile app, the Activity Plan By Product component fills only 50 percent of the page.

Agentforce Welcome

To show an Agentforce search bar and up to 5 predefined utterances, use the lsAgentforceWelcome component. For example, to help your users work efficiently, define utterances such as “Show me declining prescribers” and “HCPs to meet with next.” When users select an utterance, it’s entered as an Agentforce prompt. See Agentforce and Einstein Generative AI.

This component is supported only in the Life Sciences Cloud mobile app. Lightning App Builder shows a placeholder instead of previewing the component.

Home Office Announcements

To show important communications from headquarters or the home office so that users are up to date on the latest news, use the LSC Home Announcements component.

To populate the announcements in the component, create app alerts that use the Announcement type. If needed, customize the app alert with extra HTML. We recommend that you add a trusted image URL to each announcement. Expired alerts are removed from the Home Announcements component automatically. See Create an App Alert and Additional Message for App Alerts on Mobile.

Next Best Customer

Note If your org uses the NbcTopResults component, we recommend replacing it with the updated Life Sciences Next Best Customers component for the best experience.

To show a ranked list of the top prioritized accounts in the territory each day so that users can maximize the impact of each interaction, use the Life Sciences Next Best Customers component. In the component properties, choose how many accounts to show. See Next Best Customer.

When you configure quick actions, users can also start engagement activities such as creating a visit or sending an email directly from their workflow. Quick actions are supported only in the Life Sciences Cloud mobile app in the rationale view.

To calculate distances to the physician's address accurately, activate data integration rules on the Contact Point Address object. Data integration rules use Google Maps API to calculate the address's geolocation data: latitude, longitude, and location accuracy. Salesforce calculates the distance from an account's preferred contact point address to the user's location. If there’s no preferred address, the distance is calculated by using the account's primary contact point address instead.

Users can also update geolocation data manually by selecting Check for New Data from the contact point address record's action menu. In the Data Status window, the Update button refreshes the data.

Notifications and Recommendations

To show users important alerts, notifications, and recommendations directly on the home page, use the Notifications List component. In the component's properties, choose how many notifications to show. To populate the alerts in the component, create App Alerts that use the Notification and Recommendation types. See Create an App Alert.

To show an app alert in the Home page, set the app alert's Display Context Type field to None.

This component is supported only on the desktop site. In the Life Sciences Cloud mobile app, notifications appear in the message pane.

Up Next Agenda

On the desktop site, use the UpcomingAgenda component to show users a list of their upcoming visits, times off territory, and general events.

Up Next Map

Use the UpNextMapDisplay component to show users a list of their upcoming visits, times off territory, and general events. Users also see their upcoming visits on a map. Users who turn on location services can also see their distance from the upcoming visits on the map and their estimated time of arrival.

In the component’s properties, set the timing for visit reminders on the device's lock screen. Do Not Disturb reminders open the iPad settings so that users can turn on Do Not Disturb before the visit. Event reminders open the Life Sciences Cloud mobile app.

This component is supported only in the Life Sciences Cloud mobile app. Lightning App Builder shows a placeholder instead of previewing the component.

Visits to Submit

Use the UnsubmittedVisits component to help users quickly identify the visits that they submit to stay compliant. Users see the visits that they created, that are aligned to their current active territory, and that remain in the Planned state after their planned start time has passed. The component orders visits by date from oldest to newest, and child visits aren't included in the list.

Users can also see details about each visit, including the planned start and end times, the primary account, the place ID, the channel, and whether it was a group visit. See Visit Management.

In the Life Sciences Cloud mobile app, the UnsubmittedVisits component fills only 50 percent of the page.

Standard Salesforce Components

The Life Sciences Cloud for Customer Engagement home page also supports standard Lightning components.

• To show lists of important records directly on the home page, add a List View component. In the Life Sciences Cloud mobile app, users see up to 5 records in each list.
• To add other relevant content or messages to the home page, use a Rich Text component.
• To help users visualize important data, use the standard Dashboard and Report Chart components. To show reports and dashboards on the home page in the Life Sciences Cloud mobile app, turn on report settings from the Admin Console. See Reports and Dashboards Administration.

For information about these and other components, see Standard Lightning Page Components.