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Customize Account and Visit Record Pages
Add necessary components to capture insights from these Account and Visit record pages.
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 customize account and visit record pages: | Life Sciences Commercial Admin permission set |
- From the App Launcher, find and select Accounts tab in the Life Sciences Commercial app.
- Select a record from the list.
-
Click the
icon, and then select Edit Page.
- Select the Related tab on the page canvas.
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Add the list component to the tab.
- Select Related List — Life Sciences in the left component panel.
- Drag and drop it into the Related List tab.
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Configure the component by selecting it and entering the following values in the right
panel.
- Object API Name: MedicalInsightAccount
- Field Set API Name: AccountInsightsRLFieldSet
- Label API Name: Medical Insights
- Where Clause: MedicalInsightAccount.AccountId = '{recordId}'
Clear the value in New Action Handler API Name field and select the show record count check box. - Save your changes.
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If prompted, activate the updated record page.
- Assign the page to Life Sciences Commercial App for Desktop and Phone for relevant profiles and record types.
- Review the assignments and save.
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Repeat the above steps for Visits tab. However, enter the following
values for configuring the component.
- Object API Name: MedicalInsight
- Field Set API Name: VisitInsightsRLFieldSet
- Label API Name: Medical Insights
- Where Clause: MedicalInsight.VisitId = '{recordId}'
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