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            Configure Subjects for Medical Insights

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            Configure Subjects for Medical Insights

            Organize and categorize your Medical Insights using Subjects (Tags). Build a stable hierarchy for your tags and ensure sensitive categories are shared securely across different user roles.

            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
            1. Create a Parent Subject.
              1. From the App Launcher, find and select Subjects.
              2. On the Subjects list view, click New.
              3. For Subject Name, enter a name for the top-level category.
                For example, Therapeutic Areas.
              4. Leave the Parent Subject field blank for top-level categories.
              5. To make sure users see the tag in their mobile capture form, select Active.
                If this is unchecked, users will not see the tag in their mobile capture form.
              6. Click Save & New.
            2. Create a Child Subject.
              1. For Subject Name, enter the specific sub-category name.
                For example, Oncology.
              2. For Parent Subject, use the lookup icon to find and select the parent you created.
                For example, Therapeutic Areas.
              3. To make sure users see the tag in their mobile capture form, select Active.
              4. Save your changes.
            3. Verify the hierarchy logic.
              1. From the Subjects tab, check your list to ensure you haven't created a Circular Reference.
                For example, making Oncology the parent of Therapeutic Areas while Therapeutic Areas is already the parent of Oncology.
              2. Salesforce uses the TopicValidationHandler trigger handler to automatically prevent the creation of circular parent-child relationships when updating Subject records to ensure a valid single-parent hierarchy structure.
            4. Configure Subject Sharing.
              After your subjects are created, use standard Salesforce sharing settings to control user access to data and their experience.
              1. From Setup, in the Quick Find Box, find and select Sharing Settings.
              2. If your organization has sensitive categories, such as Off-Label, set the Subject Organization-Wide Default (OWD) to Private.
              3. From Setup, in the Quick Find Box, find and select Public Groups.
              4. Create a new Public Group specifically for your Medical users.
              5. From Setup, in the Quick Find Box, find and select Sharing Settings.
              6. Create a Subject Sharing Rule and configure the rule to share only the relevant Subjects with that Public Group so that field users don’t see restricted medical tags.
                For more information, see Sharing and Record Access Features.
              You can extensively leverage standard Salesforce platform capabilities, such as Public Groups and Sharing Rules, to further customize Subject access across your org. This flexibility allows you to control data access in line with your organization's specific data governance principles and compliance requirements.

            See Also

             
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