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Get Your Org Ready for Presentations
Before you get started with Intelligent Content, complete a few tasks to prepare your org for presentations.
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 set up Life Sciences Customer Engagement data: | Life Sciences Commercial Admin permission set |
| To work with field sets and topics: | Customize Application |
Before you upload presentations, make sure that your org has enough Salesforce Files storage available to store presentation files.
Grant Access to Presentations
Make sure that the right users can access or upload presentations.
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Enable your users to access presentations and work with Intelligent Content
features.
Make sure that these object permissions are enabled on the right permission sets or profiles.
Object Permissions Presentation Click Stream Entries Read, Create, Edit, Delete Presentation Forums Read, Create, Edit, Delete Presentation Linked Pages Read, Create, Edit, Delete Presentation Page Products Read Presentation Pages Read Presentation Party Accesses Read, Create, Edit, Delete Presentations Read -
Enable admins to upload presentations by using the content management REST API.
Make sure that admin users have the System Administrator profile or a profile that's cloned from it. Or, enable field level security for the correct profiles on all fields on these objects.
- LifeSciMarketableProduct
- Presentation
- PresentationPage
- PresentationLinkedPage
- PresentationPageProduct
- ProductGuidance
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Because record sharing is based on territory assignments, make sure that your Salesforce
org uses the default sharing settings.
- In the sharing settings for the Presentation and Presentation Page objects, verify that default internal access is set to Private.
- On each user profile, verify that the View All Records permission is turned off for the Presentation object.
Set Up Presentation Objects
Extend presentation functionality by configuring presentation objects.
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To report on more presentation fields, add fields to these field sets.
Object Field Set Presentation Presentation Reporting Presentation Page Presentation Page Reporting -
To enable users to sort and filter presentations and pages by theme in the content
library, configure topics for these objects.
- Presentation
- Presentation Page
Enable Custom Presentations
Enable users to create custom presentations from the content library in the Life Sciences Cloud mobile app.
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Enable these additional object permissions on the right
permission sets or profiles.
Object Permissions Presentation Linked Pages Create, Edit Presentations Create, Edit Topic Assignments Create - From the Intelligent Content tile in the Admin Console, open the Presentation Settings page. Turn on Create custom presentations for the same permission sets or profiles.
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