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            Set Up Presentation Targeting

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            Set Up Presentation Targeting

            To help field users see the right materials and show content to the right audiences, target presentations to specific accounts and territories. Guide users to the most appropriate presentations for their context, or show users only presentations that are specifically targeted. Show warnings if sales reps add accounts that aren’t targeted to a presentation, or prevent reps from adding accounts that aren’t targeted.

            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 presentation targeting: Life Sciences Commercial Admin permission set

            Before you set up presentation targeting, find the Source System IDs of the presentations from the App Launcher or from the Intelligent Content tile in the Admin Console. Source System IDs are unique, customer-provided IDs on presentation records.

            1. To populate Provider Account Territory Info records and permissions, run the Align Account to Territory batch job.
            2. On each Provider Account Territory Info record, update the Targeted Presentation Information field.
              Enter a semicolon-delimited list of the presentation Source System IDs to target to that account and territory.
              1111;2222
            3. From the App Launcher, find and select Admin Console.
            4. Select Intelligent Content, and then select Presentation Settings.
            5. Under Targeted Presentation Settings, set the targeting context to determine the presentations that users can see and the accounts that they can add.
              Warn Use the Warn context to guide users to the most appropriate content while still providing access to other presentations.
              • Sales reps can see which presentations are targeted for a healthcare professional (HCP) during a visit.
              • Sales reps can add accounts that aren’t targeted to a presentation, but they see a warning.
              Restrict Use the Restrict targeting context for regulated environments, sensitive content, or to enforce compliance.
              • Sales reps can see only presentations that are targeted for the current account during a visit.
              • Sales reps can add only targeted accounts to a presentation.
            6. Save your changes.
             
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