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            Medical Insights

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            3. Administer Life Sciences Cloud

            Medical Insights

            Use Medical Insights to provide field teams a structured way to capture and share insights from their engagements with HCPs and HCOs. Show relevant insight data for collaboration through customized record pages with specific field sets and related lists. Streamline the user workflow by creating quick actions and defining granular permissions to control how users interact with insights.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud and the Life Sciences Cloud for Customer Engagement Add-On license
            • Get Your Org Ready for Medical Insights
              Before you set up Medical Insights in the Life Sciences Cloud, make sure that you enable all the necessary system components and data structures.
            • Add Medical Insights Tab to App Launcher
              Make Medical Insights available to users by adding a tab in the Life Sciences mobile app. This tab enables users to view their insights as well as insights captured by the same profile within their territories.
            • 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.
            • 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.
            • Customize Account and Visit Record Pages
              Add necessary components to capture insights from these Account and Visit record pages.
            • Configure Insights
              Configure the settings in Admin Console to enable users to capture insights, add more details and mandate certain required fields before saving them.
            • Manage Insights Quick Actions
              Configure the quick actions to allow users to capture medical insights directly from the Home, Account, and Visit pages.
             
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