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            Recommended and Targeted Presentations

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            Recommended and Targeted Presentations

            Help your field users deliver the most relevant and effective content for each account and healthcare professional (HCP). Targeted presentations help to make sure that users see and present only the right content. Recommended presentations suggest the best content to use during interactions.

            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.

            Use recommended and targeted presentations together or separately to meet your business needs. This approach makes sure that your field teams can access presentations in alignment with your engagement strategy, compliance requirements, and regional practices.

            • 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.
            • 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.
             
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