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            Customize Medical Insights Record Page

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            3. Administer Life Sciences Cloud

            Customize Medical Insights Record Page

            Customize the Medical Insights record page by changing the template and removing the Activity component to provide a seamless user experience when navigating medical insights.

            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 medical insights record page: Life Sciences Commercial Admin permission set
            1. From the App Launcher, find and select Medical Insights.
            2. Select a record from the list.
            3. Click the gear icon icon, and then select Edit Page.
            4. To change the template, select the current page template and click the Change button next to the Template value.
              1. Select Header and One Region template.
              2. Click Next and then Done.
            5. To remove the Activity component, select the component and click the delete icon icon on the component's upper right corner.
            6. Save your changes.
            7. If prompted, activate the updated record page.
              1. Assign the page to apps, record types and profiles.
              2. Select Life Sciences Commercial for app and desktop and phone for the app’s form factors.
              3. Select master record type.
              4. Select system administrator and medical sales representative profiles.
              5. Review the assignments and save.
             
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