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            Manage Insights Quick Actions

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            3. Administer Life Sciences Cloud

            Manage Insights Quick Actions

            Configure the quick actions to allow users to capture medical insights directly from the Home, Account, and Visit pages.

            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 manage insights quick actions: Life Sciences Commercial Admin permission set
            1. From App Launcher, find and select Admin Console.
            2. Select Quick and Custom Action Administration and then select Quick Actions.
            3. To create a quick action, click New.
              1. Add details like name and label.
              2. Select Create Medical insights from the action name drop down.
              3. For Sort Order, enter a suitable number to manage the order of displaying quick actions.
              4. For Profiles, select System Administrator and Medical Sales Representative from Available and move them to Chosen.
            4. Add the quick action to various touch points.
              1. To capture insights from the Home page, select it as the location.
                Restrict capturing insights to the mobile app by selecting the mobile only check box.
              2. To capture insights from an Account record page and the custom Visits page, select Search for the location and Account from the SObject drop down.
              3. To capture insights from the standard Visit Record Page, select Visit for the location and SObject drop down.
             
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            Salesforce Help | Article