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            Configure Medical Insights Objects

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            Configure Medical Insights Objects

            Configure Medical Insight and Medical Insight Accounts objects by customizing the record page layout and creating required field sets. This customization makes sure that users see relevant medical insights data on Account and Visit 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 configure medical insights objects: Life Sciences Commercial Admin permission set
            1. From Setup, go to Object Manager.
            2. In the Medical Insight object, find and select Page Layout.
              1. Select medical insight layout from the list.
              2. Select and drag Medical Insight Accounts, Medical Insight Products, Subject Assignments and User Reactions from the component palette onto the record page’s Related Lists section.
            3. Select Field Sets to create a field set linking visits and medical insights.
              1. Enter VisitInsightsRLFieldSet as the label.
              2. Drag and drop Name, Source Type and Content into the field set.
              3. Save your changes.
            4. Repeat the above step for the Medical Insight Accounts object to create a field set linking accounts and medical insights. However, enter AccountInsightsRLFieldSet as the label and drag Name, Medical Insight and Reason Type into the field set.
             
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