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Configure Medical Insights
Configure the settings in Admin Console to enable users to capture insights, add more details and mandate certain required fields before saving them.
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 configure medical insights: | Life Sciences Commercial Admin permission set |
- From App Launcher, find and select the Life Sciences Commercial app.
- Click Admin Console.
- Click Insights and then click Insight Settings.
- In Apply settings To, select the required profile from the drop down.
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In the Mobile-Specific Settings section, select the required settings for Medical
Insights.
- Select Require users to associate an account with an insight to ensure every insight is linked to an account before it's saved.
- Select Let users capture insights from an account record page to let users log insights without leaving the account context.
- Select Let users associate a product with an insight to let users link a relevant product while capturing an insight.
- Select Require users to associate a product with an insight to ensure product context is always captured before an insight is saved.
- Select Require users to associate a tag with an insight to ensure insights are always categorized before they're saved.
- Select Hide the accounts field in the insights capture form to simplify the capture form when account association isn't needed.
- Select Hide the tags field from the insights capture form to simplify the capture form when tagging isn't required.
- Select Let users access standard and custom insights tab in the mobile app to enable users to switch to the new mobile insight experience.
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