When sales reps deliver presentations, metrics are tracked during the interaction so
that you can get detailed insights into usage and performance. Engagement data is captured in
presentation click stream entry records. To analyze engagement and improve presentation
strategy, build custom reports and dashboards by using presentation click stream entry
data.
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.
When Metrics Are Tracked
When and how metrics are tracked can vary.
The metrics that are tracked depend on whether settings such as participant tracking or
presenter tracking are enabled.
When sales reps present content during a visit, records are synced to Salesforce after
the visit is saved or submitted.
When you cancel a presentation, metrics aren’t tracked.
When session tracking is paused, metrics aren’t tracked or associated with the related
visit. Users see a reminder on each presentation and page so that they can start or resume
tracking when it’s appropriate.
What Metrics Are Tracked
Each page in the presentation can contain multiple slides, and one record is created for
each slide presented. Metrics are tracked when users spend at least 3 seconds on a
slide.
Tracked metrics for each slide can include:
Presentation details, including pages and content versions.
Products, messages, and guidance related to presentation pages.
Information about the related healthcare professional (HCP) account and the visit or
remote engagement during which metrics were captured.
Details about how the participant accessed the presentation, including their browser,
device type, and operating system.
Timestamps for when the user opened and left a page, and the total time spent on the
page.
Content feedback from the participant during or after the presentation.
For details about all metrics collected, see PresentationClickStrmEntry in the Life Sciences
Cloud Developer Guide.
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