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            Create a Custom Field for Medical Inquiries

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            3. Agentforce Life Sciences

            Create a Custom Field for Medical Inquiries

            Set up a formula-derived custom field on the Inquiry object to capture your unique business data for medical inquiries. The field helps to achieve conditional display of action buttons based on the user profile or persona. This configuration promotes a seamless workflow by ensuring that sales representatives can only draft, sign, and submit medical inquiries whereas medical science liaisons can only assign and respond to the inquiries.

            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 create a custom field:

            Life Sciences Commercial Admin permission set

            OR

            Customize Application

            1. From Setup, go to Object Manager, and select Inquiry.
            2. Go to Fields & Relationships and click New.
            3. Select Formula and click Next.
            4. Enter a name for the field, such as IsCreatorOrResponder.
            5. Select Text and click Next.
            6. In the Simple formula section, enter a formula to assign text to the field based on the user profile.
              This example shows how to assign text for each profile.
              IF($Profile.Name = '<Enter the profile name of Medical Science Liaison>', '<Text1>', IF($Profile.Name = '<Enter the profile name of Sales representative>', '<Text2>', ''))
              You can replace “Medical Science Liaison” and “Sales Representative” for “Text1” and “Text2.”
            7. Click Next.
            8. Complete the custom field setup and save your changes.

            See Also

             
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