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            Set Up Recommended Presentations

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            Set Up Recommended Presentations

            Define recommended presentations to help sales reps engage more effectively with their accounts. When users open the content library or the presentation player from an account, they can filter by recommended presentations to select the best content for that account and territory.

            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 recommended presentations: Life Sciences Commercial Admin permission set

            When you create and save presentations in the Admin Console, Salesforce automatically generates unique IDs for each presentation record. Before you set up recommended presentations, open the list of presentation records from the App Launcher and add the Presentation ID field to the list view. Find and save the IDs for the presentations that you want to recommend.

            Select recommended presentations based on engagement history, account profiles, and preferences or specialties. To drive prioritization for recommended presentations, you can use your own scoring logic or leverage large language models. You can also use other Salesforce features such as scheduled Apex jobs, Flow Builder, or Flow Orchestration to refresh recommended presentations and make sure that recommendations are timely and relevant.

            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 Recommended Presentation Information field.
              In JSON format, enter the IDs of the presentations to recommend and the order to recommend them in.
              {
    "Data": [
        { "Id": <presentation id>, "Order": 1 },
        { "Id": <presentation id>, "Order": 2 }
    ]
}
            3. Save your changes.
             
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