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Configure Presentation Settings
Presentation settings help to manage how your field users can find, share, and work with presentations in the content library and the presentation player. Manage data tracking, feedback capture, search settings, sharing settings, and so on. For granular control, apply settings for the entire org, for certain profiles, or for specific users.
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 adjust presentation settings: | Life Sciences Commercial Admin permission set |
- From App Launcher, find and select Admin Console.
- Select Intelligent Content, and then select Presentation Settings.
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Select how to apply settings.
Tip Start by applying settings at the org level. Then, customize settings for specific profiles or roles, such as Field Sales Representatives or Medical Science Liaisons. Apply settings at the user level only when it's necessary.Org Default Applies settings for all users unless you make more specific assignments. Profile Applies settings only for the profiles that you select and overrides the org default. User Applies settings only for the user that you select and overrides all other assignments. -
Under Search Settings, configure these settings to determine how users can search in the
content library.
Setting Description Use advanced search for accounts Show Advanced Search filters and search options in the content library to help users find accounts based on presentation details. See Account Search. Presentation Search Field Select the standard field, custom text field, or formula field on the Presentation object that's used for keyword searches in the content library.
With formula fields, users can use multiple criteria in a single search. For example, create a formula field that combines multiple values such as name and language into a single searchable string.
Presentation Page Product Search Field To extend keyword search capabilities, select which field on the Presentation Page Product object is searchable.
You can use a record-triggered flow to update a custom field with values such as page properties, linked products, or key messages. See Expand Presentation Search Capabilities.
Use Data Cloud to search presentation content Use a Data 360 search index so that users can find relevant presentations by using phrases and related concepts to search presentation content. See Smart Content Search. Search Index API Name Enter the API name of the Data 360 search index that you created for searching presentation content. See Set Up Smart Content Search. File Types to Index Select the file types to index for searching presentation content with Data 360. PDFs are indexed automatically, and each additional type consumes extra storage. To maximize search potential, we recommend indexing HTML files. -
Under Targeted Presentation Settings, configure these settings as needed.
Setting Description Show Next Best Message Show suggested presentations in the content library based on the Next Best Messages suggested for an account. Users see other presentations that have the same assigned product messages. See Next Best Message. Targeting Context Select the behavior for targeted presentations.
- Warn shows users which presentations are targeted while providing access to other presentations.
- Restrict shows users only targeted presentations.
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Under Presentation Player Settings, select or deselect the options to determine how sales
reps can see and interact with content in the presentation player.
To make sure that sales reps can easily access the presentation player menu, we recommend enabling these settings at the org level.
Setting Description Show page name in presentation player To improve navigation and clarity, show the page title instead of the page number. Use drawing tools in presentation player Users can annotate or draw to circle or highlight content during interactions. Use laser pointer in presentation player Users can point to content by using a virtual laser pointer. Show icon to open player menu Show an icon to open the presentation player.
When you don't show an icon, users must swipe or tap to open the menu. In each presentation's details, use the Player Gesture and Side field to select the side of the page and the motion that opens the menu.
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Under Content Library Settings, configure these settings as needed to determine how sales
reps can work with presentations in the content library.
Setting Description Create custom presentations In the Life Sciences Cloud mobile app, users can create custom presentations in the content library by using approved pages from HTML presentations.
To create custom presentations, users must have create and edit access on the Presentation and Presentation Linked Page objects.
Collapse content categories To improve navigation, organize the content library into collapsible categories based on the topics that you define. -
Under Tracking Settings, configure these settings as needed.
Setting Description Use geolocation tracking Capture the GPS location where the field user delivered the presentation. Pause tracking when player launches Pause tracking automatically when a presentation starts so that you don't capture metrics during training sessions. Field users can select the play icon in the presentation player to start tracking metrics again.
Field users can also preview presentations in the content library to review content without tracking metrics.
Turn off participant tracking Don't capture participant metrics such as the content viewed, the time spent on each page, and the products or messages presented.
This setting is useful for organizations with privacy or compliance requirements or for use cases where there aren't specific participants.
Turn off presenter tracking Don't capture presenter metrics such as the content presented, the time spent on each page, and the pages shown.
This setting is useful for organizations with relevant privacy requirements or for training or internal use cases.
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Under Access Control Settings, configure these settings as needed.
Setting Description Lock presentation Prevent other admins from editing or deactivating presentations and their pages after the presentation is finalized. Lock player on mobile Automatically lock the presentation player on mobile devices during face-to-face visits. Healthcare professionals (HCPs) can handle field users' devices and navigate the presentation without accessing other parts of the app.
To unlock the presentation player, field users enter their PIN code.
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Under Share Settings, configure these settings to determine how field users can share
presentations with HCPs.
Setting Description Send presentations as email attachments Users can share presentations as email attachments and select the specific pages to include. To review the presentation content, HCPs download email attachments.
In each presentation's details, select Send presentation by email. The presentation files must also include a PDF version of the presentation.
Send presentations as email links Users can share presentations as unique links in email content. HCPs can see the latest version of the presentation content in the Digital Experience site that you specify without downloading email attachments. See Send Presentations as Links. Days Until Link Expires When field users send presentations as email links, presentation links are valid only for the number of days that you specify.
Access to presentations is also controlled by the presentation’s activation and expiration date, status, and any other visibility rules.
Digital Experience Site URL When field users send presentations as email links, HCPs view presentations in this Digital Experience site. See Create an Experience Cloud Site for Presentations -
Under Feedback Settings, select or deselect these options to configure how field users can
capture HCP feedback and complete surveys during or after presentations.
Setting Description Capture feedback in player menu Users can capture the HCP's feedback for a page by using thumbs up and thumbs down icons in the presentation player menu. Capture feedback on presentation screen Users can capture the HCP's feedback by tapping or clicking the page in the presentation player. A flash indicates captured feedback without interrupting the presentation flow.
In each presentation's details, use the Content Feedback Side field to select the side of the page where users can capture feedback.
Retake survey Users can open a survey that was completed previously and collect a new, independent set of responses for each interaction. Previous responses are stored for historical context. Retake survey and copy last response Users can open a survey that was completed previously with the most recent responses prepopulated to reduce data entry. Then, users update or confirm the data before submitting the new response. Previous responses are stored for historical context. - Save your changes.
