Focus on Targeted Accounts

Organize Your View

Switch between different views on the Accounts page to move between broad account data and targeted subsets.

• Aligned Accounts: Shows only the accounts assigned to your territory. If no accounts appear, confirm that your admin has completed territory alignment
• All Accounts: Shows all the accounts that you have permission to access
• Filters: Shows accounts that match a saved filter
• Lists: Shows accounts grouped into the list you created
• Advanced Filters: Shows accounts that match specific criteria

Filter Accounts by Record Type

Apply record type filters to show only accounts that match a specific type. The record type filter is available in the Filter menu. By default, the Life Sciences Cloud for Customer Engagement app includes a few ready-to-use filters. Your admin can configure additional record type filters for your Salesforce org.

Use record type filters when:

• You want to see only specific categories of accounts, such as HCP and HCO. For example, selecting HCP displays all accounts with the Person record type, while selecting HCO displays all accounts with the NonPerson record type
• You’re preparing for a targeted outreach plan
• You’re working with a particular customer group

Manage Lists and Filters

Maintain Lists and Filters by taking necessary actions to make sure they stay accurate and aligned with your accounts strategy.

Here’s the list of actions you can perform based on the view you select. For example, if you’re checking all available accounts, you can quickly create a list, filter, or advanced filter.

• Create a list, filter, or advanced filters to refine accounts. Edit columns for lists and filters as needed.
  

  Note To make sure that you can see the accounts properly in the filter you created, make sure the account has the primary address associated with it.
• Add selected accounts to a new or existing list to group accounts for a specific objective, such as planning visits, tracking follow-ups, or managing accounts you’re personally responsible for. You can also create a new list, filter, or advanced filters as needed.
• Manually search for accounts and add them to an existing list to organize and track specific groups of accounts based on your needs.
• Remove accounts from a list or filter to keep accounts relevant.
• Rename an existing list or filter to reflect a new purpose, align with updated account strategies, or correct naming inconsistencies.
• Delete a saved list or filter that's no longer needed. Deleting a shared list or filter also removes access for other users.
• Create a copy of an existing list to reuse its structure and criteria.
• Select fields from supported objects and show them as columns for dynamic filters.
• Select fields from supported objects and show them as columns in the datatable for lists.
• Define filter criteria to show values for each column.
• Download lists or filters as a CSV file to analyze account data outside the app or share it with others.
• Share filters to users with account list access level as needed.
• Sort accounts by available options, such as city, email, first name.
• View accounts as lists or view them on a map.