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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.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud and the Life Sciences Cloud for Customer Engagement Add-On license |
| User Permissions Needed | |
|---|---|
| To configure lists and filters: | Life Sciences Commercial Admin |
Before you begin:
- Create a field set for each filter object containing only the fields that users can filter by. See Create and Edit Field Sets.
- Configure your provider activity measure types so that they’re available to select for the Activity Plan field column. See Set Goal Measures for Activity Plans.
This visit information comes from the Provider Account Territory Info (PATI) record. Keep in mind that on the web, last visit and next visit details are read-only and users can't click them.
- From the App Launcher, find and select Admin Console.
- Select Lists & Filters, and then select Accounts List.
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Click New, and enter the configuration details.
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Select the type of list that you want to create.
- Select Default to show the aligned account list and mobile advanced search.
- Select Search to show the web-only All Accounts list.
- Select Static to show static lists, including routines.
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Select the account record type.
If you don't select a record type, the configuration applies to all account record types.
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In columns 2 through 5, enter the field API names in
ObjectName.FieldNameformat. If you don't provide an object name, it’s assumed that the field belongs to the account object. For example,PersonEmailqueries from the account object, butContactPointAddress.Namequeries from the ContactPointAddress object.You can't change the first column, which is for the account’s preferred address. If the preferred address isn't available, the column shows the primary address instead.
Follow these guidelines when entering the field API names.
- Use field API names from the
Account,HealthcareProvider,ContactPointAddress, orProviderAcctTerritoryInfoobjects. - Use
ContactPointPhone,ContactPointEmail,ContactPointSocial,HealthcareProviderNpi, orHealthcareProviderSpecialtyfor denormalized fields in the healthcare provider object. - Omit the object name prefix to query the
Accountobject by default. - Enter multilevel queries to find related records, such as
ProviderAcctTerritoryInfo.NextProviderVisit.ShippingAddress.Id. - The list shows only the two most recently created records for denormalized fields on mobile, and the three most recently created records on the web. More values appear in a +N counter.
If you leave the column fields blank, the list shows these default columns: Account Name and Address, Last Provider Visit, Target Value, Activity Plan, and Progress Bar.
- Use field API names from the
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To override the second column with the previous and next visit details, select the
override option. This visit information comes from the Provider Account Territory Info
(PATI) record.
- To show previous and next visit information in account lists, turn on the
ProviderVisitChangedEventtrigger handler. - To show the next visit information, add the WHERE Salesforce Object Query Language (SOQL) condition to the Provider
Account Territory Info (PATI) object:
Territory2.Name = '{USER.TERRITORY}'
- To show previous and next visit information in account lists, turn on the
- From the dropdown, select an option to override the fifth column in the list view with the Activity Plan field.
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Select how to sort the column fields.
The default fields for filtering are First Name, Last Name, Full Name, Address, State or Province, City, Zip or Postal Code, Next Provider Visit Date, Last Provider Visit Date, and Specialty.
- To activate the configuration, select Is Active.
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Select the type of list that you want to create.
- Save your changes.
