Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Send Presentations as Links

            You are here:

            1. Salesforce Help
            2. Docs
            3. Administer Life Sciences Cloud

            Send Presentations as Links

            Help your users improve engagement with healthcare professionals (HCPs) by sending presentations as secure links. Field users can select multiple presentations and embed links automatically into approved email templates, and HCPs can review presentations in a dedicated portal without downloading email attachments. Links reflect the latest version of the presentation and expire after a defined amount of time, so HCPs know they’re seeing the most up-to-date content. Rich engagement data—including pages viewed, time spent per page, and the HCP’s navigation path—helps you to optimize presentations for future 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.

            Presentation File Size and Storage

            Review file size limits and storage implications.

            • Users can send presentation files of up to 1 GB as links.
            • To optimize network speed and browser performance, send files that are 100 MB or smaller.
            • Sending presentation links requires no additional storage because the links reference the latest version of the presentation in your org.

            Link Generation and Tracking

            When field users email presentations to HCPs, the presentation links are generated automatically just before the email is sent. To generate unique links, Salesforce creates a presentation party access record for each presentation, account, and sharing event that includes:

            • The email recipient
            • The start and end dates for when the link is valid
            • The link's unique access identifier token

            When HCPs view presentations, Salesforce captures metrics for the account referenced in the Party field on the presentation party access record.

            Link Expiration

            Links are valid only for the amount of time that you define, and recipients lose access to deactivated presentations automatically. By default, links expire after 7 days. If the HCP forwards the email or shares the link, the link expiration dates and visibility controls still apply.

            1. Create an Experience Cloud Site for Presentations
              Provide healthcare professionals (HCPs) with secure, token based access to a dedicated portal for reviewing presentations. When field users share presentations as email links, HCPs can view content in the presentation player without logging in or downloading attachments. In your Experience Cloud site, HCPs always see the latest version of the presentation content, and Life Sciences Cloud for Customer Engagement tracks presentation metrics and engagement data.
            2. Configure Guest User Access for Your Presentation Site
              Assign required permission sets so that healthcare professionals (HCPs) can open email links and view presentations in your Experience Cloud site without logging in.
            3. Configure Email Templates and Presentation Settings
              Update the email templates that support sharing presentations with healthcare professionals (HCPs). Configure presentations and settings so that field users can share presentations as unique links in the email content. Together, these settings provide control over where presentation links appear and what presentations users can share.
             
            Loading
            Salesforce Help | Article