Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Expand Presentation Search Capabilities

            You are here:

            1. Salesforce Help
            2. Docs
            3. Administer Life Sciences Cloud

            Expand Presentation Search Capabilities

            Extend search results to make it easier for users to find presentations in the content library. Set up a custom text field to store searchable values, and use a record-triggered flow to populate it. In the content library, users can search by page properties, linked products, and key messages.

            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 create or change custom fields: Customize Application
            To open, edit, create, activate, or deactivate a flow: Manage Flow
            To adjust presentation settings: Life Sciences Commercial Admin permission set

            On presentation page product records, the product field is a polymorphic relationship field. The related record can be from either the Product object or the Life Science Marketable Product object. You can’t use polymorphic fields directly in formula fields. Instead, use a flow to:

            • Retrieve related products and messages.
            • Concatenate values, such as page name, product name, product message, and product ID.
            • Populate a custom field on the presentation page product object.

            Then use the custom text field to extend search results in the content library. When presentation page product values change, the flow updates the custom field so that search results return the correct presentations.

            Before you create the flow, create a custom text field on the presentation page product object. In this topic, we use the field name ProductName.

            Now, create a record triggered flow. Unless specified, leave the default values selected for each element and field.

            1. Create a record-triggered flow.
              1. From Setup, in the Quick Find box, search for and select Flows.
              2. Select New Flow, and then select Record-Triggered Flow.
              3. In the Configure Start panel, enter these values.
                Section Value
                Select Object Presentation Page Product
                Configure Trigger A record is created or updated
                Optimize Flow Fast Field Updates
            2. Create a formula resource.
              1. In the top menu, select Toggle Toolbox.
              2. Select New Resource.
              3. In the Resource Type field, select Formula.
              4. Enter an API name such as SearchValueFormula.
              5. In the Formula field, enter this formula. 
                {!$Record.PresentationPage.Name} & " | " &
{!$Record.ProductGuidance.Name} & " | " &
{!$Record.ProductId} & " | " &
{!ProductName}
              6. Save your changes.
            3. Add a Get Records element to the flow.
              1. Select Add element.
              2. Search for and select Get Records.
              3. In the Get Records panel, enter or select these values.
                Field Value
                Label Get Product
                Data Source Salesforce Object
                Object Life Science Marketable Product
              4. Filter the Life Science Marketable Product Records by selecting these values.
                Filter Field Value
                Condition Requirements All Conditions Are Met (AND)
                Field Life Sci Marketable Product ID
                Operator Equals
                Value Triggering PresentationPageProduct > Product Product ID
              5. Set how to store record data by selecting these values.
                Field Value
                How to Store Record Data Choose fields and assign variables (advanced)
                Where to Store Field Values In separate variables
              6. Select variables to store life science marketable product fields.
                Field Value
                Field Name
                Variable

                Create a resource with these values:

                • Resource Type: Variable
                • API Name: ProductName
                • Data Type: Text
                • Default Value: Get Product element
            4. Add an Update Records element to the flow.
              1. Select Add element.
              2. Search for and select Update Records.
              3. Enter a label, such as Update Search Field.
              4. Set the field values for the presentation page product record.
                Field Value
                Field Select the custom ProductName field that you created in Object Manager.
                Value Select the SearchValueFormula resource that you created from the toolbox.
            5. Save and activate the flow.

            After you create the flow to populate the custom field, open the Intelligent Content tile in the Admin Console. On the Presentation Settings page, in Presentation Page Product Search Field, select the custom ProductName field.

            See Also

             
            Loading
            Salesforce Help | Article