Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configure Support Process and Record Types for the Medical Inquiry Workflow

            You are here:

            1. Salesforce Help
            2. Docs
            3. Administer Life Sciences Cloud

            Configure Support Process and Record Types for the Medical Inquiry Workflow

            Create support process and record types for the objects used in the medical inquiry workflow. Assign profiles and page layouts to the record types to determine which one apply when users create, edit, or view records.

            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 record types and support processes: Life Sciences Commercial Admin permission set
            1. To configure a tailored workflow with specific stages, create a support process for medical inquiries.
              1. From Setup, in the Quick Find box, enter and select Support Processes.
              2. Click New.
              3. From Existing Support Process, select Master.
              4. Enter a name and description for the support process, and save your changes.
              5. Select the Draft, Signed, Submitted, Assigned, and Responded case statuses.
              6. Save your changes.
            2. For the Case object, create a record type based on the support process that you created. We recommend naming the record type Medical Inquiry.
            3. For the Inquiry object, create a record type. We recommend naming the record type Medical Inquiry.
            4. Assign record type to profiles.
            5. Make sure that both the Inquiry and Case objects have the master record type assigned to the proper layout.
              1. From Setup, select Object Manager.
              2. Find and select the Case object.
              3. Go to Case Page Layouts, and then click Page Layout Assignments.
              4. Click Edit Assignment.
              5. Assign the page layout to the master record type for each profile.
              6. Save your changes.

            See Also

             
            Loading
            Salesforce Help | Article