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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.
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 configure lists and filters: | Life Sciences Commercial Admin |
Account Sync Conditions
To sync only territory-aligned accounts to the mobile device so that they appear in the mobile app's All Accounts list, use this SOQL condition in the account mobile database schema.
Id IN (SELECT AccountId FROM ProviderAcctTerritoryInfo WHERE IsAvailableOffline = true AND Territory2.Name = '{USER.TERRITORY}')For instructions on adding this condition, see Create SOQL Filter Condition Using Simple Editor.
Metadata Cache for Lists and Filters
Configure and validate the object metadata cache settings for these objects, and assign them to the appropriate profiles. After you configure the settings, generate a metadata cache to provide the mobile app with the latest definitions, including the schema changes for supported objects.
| Object | Type |
|---|---|
| LifeSciAccountListColumn | Data |
| LifeSciAccountListMember | Data |
| LifeSciAcctListFilterCrit | Data |
| LifeScienceAccountList | Data |
| LifeScienceAccountListObject | Data |
| Report | Data |
| Folder | Data |
| TerritoryAccountScore | Data |
| Account | Data |
| HealthcareProvider | Data |
| HealthcareProviderSpecialty | Data |
| HealthcareProviderNpi | Data |
| ContactPointAddress | Data |
| BusinessLicense | Data |
| ProviderAcctTerritoryInfo | Data |
| ProviderAcctProductInfo | Data |
| ContactPointBestContactTime | Data |
| ActivityPlan | Data |
| ProviderActivityGoalMeasure | Data |
| ProviderActivityGoal | Data |
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