Lists and Filters

Use lists and filters to organize and prioritize accounts in the Life Sciences Cloud for Customer Engagement app. Segment accounts to focus on specific engagement strategies, territory priorities, or business objectives.

• About Lists and Filters
  With this feature, users can identify, refine, and engage with target accounts in the Life Sciences Cloud for Customer Engagement app. Users can segment accounts by specific criteria, focus on relevant results, and act directly from the list.
• List and Filter Objects
  Review the platform-managed objects that store and organize account-related data for the Lists and Filters experience. Because these objects don't appear in the Object Manager, you can create and manage their records only through the custom Lists and Filters user interface.
• Configure Filters for Life Sciences Customer Engagement
  Define the filter options, manage how users create and share filters, and set up predefined filters for identifying target accounts.
• Configure an Accounts List for Life Sciences Customer Engagement
  Define the fields and column structure for an accounts list. Set up sorting and filters to help users find and manage the accounts they need.
• Manage Account List and Filter Actions
  Choose whether to let users select multiple accounts in the mobile app, export lists and filters, and run bulk actions.
• Customize How Accounts Are Displayed in Lists and Filters
  Control how accounts appear in the Life Sciences Cloud for Customer Engagement lists and filters.
• Mobile App Configuration for Lists and Filters
  These metadata cache settings and account sync conditions support the Life Sciences Cloud mobile app lists and filters.