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            Edit Products and Messages for Individual Pages

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            3. Administer Life Sciences Cloud

            Edit Products and Messages for Individual Pages

            Individual pages can be reused across presentations. View page details and file versions. Update the products and messages associated with each page, and select whether the page is mandatory for sales reps to present.

            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 update presentation pages: Life Sciences Commercial Admin permission set
            1. From the App Launcher, find and select Admin Console.
            2. Select Intelligent Content, and then select Pages.
            3. Sort or filter the list to find the page that you want.
              The Active column shows whether the page is active and available to use in presentations. You can also see details such as the file type, linked products, and the version number.
            4. Open a page, and then click Edit.
            5. Edit the page’s details. These properties are editable.
              • Whether the page is mandatory for sales reps to present.
              • The email template associated with this presentation page. If you configure the template in the presentation file’s HTML, and if sales reps start an email from this presentation page, the email uses this template by default.
              • Any custom field values in the Reporting section.
            6. To add products and messages to the page, click Add in the Products and Messages section.
              1. Search for and select the product to link to the page.
              2. Select the product messages to include for the page.
              3. Save your changes.
              4. Repeat these steps for each product that you want to link to the page.
            7. To remove any products or messages from the page, use the icons in the Products and Messages section.
            8. Save your changes.
              The previous page version is deactivated. If the page was already active, the new page version is active automatically.

            After you save your changes, you can activate or deactivate the page. If you deactivate the page, you can’t activate it again.

             
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