Mandatory presentation pages help to keep interactions compliant by making sure that
field users present specified key messages, disclaimers, or safety information. When you
configure presentations, you can designate specific pages as mandatory to prevent users from
bypassing or overlooking critical content.
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.
Mandatory Pages in Setup
You designate pages as mandatory when you set up and manage presentations in the Admin Console.
First, work with your legal or compliance teams to define the required pages for field users
to present. Then, when you upload presentation files or when you edit presentation pages
individually or in bulk, mark pages as mandatory.
When you define mandatory pages, keep these considerations in mind.
Mandatory pages represent content that users must show at least one time per
presentation session.
You can mark one or more pages as mandatory within a presentation.
If a mandatory page contains multiple slides, all slides within that page are
mandatory.
Mandatory Pages in Custom Presentations
Life Sciences Cloud for Customer Engagement helps to make sure that custom presentations meet
your organization's compliance guidelines. When your field users create custom
presentations, required pages are denoted with an asterisk. If users add another page from a
presentation that has mandatory pages, they must add all mandatory pages to their
presentation. To remove a mandatory page, they must remove all other pages from that
presentation too.
Mandatory Pages in the Presentation Player
During interactions with healthcare professionals (HCPs), users can navigate presentations freely
in the content library and the presentation player. In the presentation player, Life
Sciences Cloud for Customer Engagement:
Denotes mandatory pages with an asterisk
Tracks whether users have presented all mandatory pages
Prevents users from closing or switching presentations before they share required
content by displaying a message and highlighting the mandatory pages
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