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            Set Up the Account Record Page for Medical Inquiries

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            Set Up the Account Record Page for Medical Inquiries

            Add tabs and Lightning components to the Account record page so that your sales representatives and medical science liaisons can easily manage and track all inquiries related to the healthcare professional in one place.

            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 set up the Account record page: Life Sciences Commercial Admin permission set

            Prerequisite: Before you add an Inquiry related list to the Account page, create a field set for the Inquiry object. Include fields such as Name, Created Date, Response Contact Point Record, and Inquiry Channel Type in your preferred order to define how they appear on the Inquiry related list.

            1. From Setup, go to Object Manager, and select Account.
            2. Under Lightning Record Pages, select the Account record page and click Edit.
            3. Add a tab named Inquiry.
            4. Drag the Related List - Life Sciences component to the Inquiry tab, and then set up these fields.
              • Object Name: Inquiry
              • Field Set Name: Enter the name of the Inquiry field set that you created.
              • Label: Inquiry
              • Icon Name: standard: work_plan_rule
              • Handler for update/delete: StandardUpdateDeleteHandler
              • Where Clause: Case.AccountId = '{recordId}'
              • Component name for the New action: StandardNewAction
              • Relationship Field API Name: Case.AccountId
              • View All Components: StandardViewAll
              • Show record count: True
            5. Click Activation.
            6. Click Assign as Org Default, and select Desktop and Phone.
            7. Click Next and save your changes.

            After you're done setting up Lightning components and tabs, you can configure action buttons on the Account record page.

            See Also

             
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