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            Deep Linking for Visits

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            Deep Linking for Visits

            The Life Sciences Cloud mobile app supports more URL schemes for visits. Deep links for visits support actions such as opening the Visit Engagement page to create or edit a visit.

            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.

            View a Visit Record

            This URL scheme opens a visit record detail page without opening the Visit tab first.

            lsc://deeplink/lightning/r/Visit/{id}/view?modal=1

            This example goes to the specified visit record detail page without opening the Visit tab first.

            lsc://deeplink/lightning/r/Visit/001XXXXXXXXXXXXKAG/view?modal=1

            Create a Visit

            This URL scheme creates a visit with no parameters.

            lsc://deeplink/lightning/o/Visit/new

            Create a Visit for an Account

            This URL scheme creates a visit for an account.

            lsc://deeplink/lightning/o/Visit/new?accountid={id}

            This example creates a visit for the specified account.

            lsc://deeplink/lightning/o/Visit/new?accountid=001XXXXXXXXXXXXYAI

            Create a Visit for a Product

            This URL scheme creates a visit with one or more product IDs. This scheme works only for product detail item records. To validate product restrictions, pass both the account and the product detail items as parameters in the URL.

            lsc://deeplink/lightning/o/Visit/new?product-id={id}

            This example creates a visit for the specified product detail item.

            lsc://deeplink/lightning/o/Visit/new?product-id=1KeXXXXXXXXXXXX0AM

            Edit a Visit

            This URL scheme opens an existing visit in edit mode. Submitted visits open on the record detail page. Planned visits open on the Visit Engagement page.

            lsc://deeplink/lightning/r/Visit/{id}/edit

            This example opens the specified visit in edit mode.

            lsc://deeplink/lightning/r/Visit/0Z5XXXXXXXXXXXX0AG/edit

            Create or Edit a Record and Its Related Record

            This URL scheme upserts a visit by creating or editing a visit and its related record together. Specify records by using either Salesforce IDs or external IDs. Format the record data in JSON format, and then convert it to Base64 format.

            lsc://deeplink/lightning/o/{sObject}/upsert?referenceId={id}&data=JSONConvertedToBase64Format

            When you configure upsert deep links for visits, keep these considerations in mind.

            • Upsert deep links can add products and attendees to the visit or edit visit fields.
            • The visit record must exist and be editable.
            • To reference fields and objects, use the API names.
            • If the URL doesn’t contain a record ID, a new record is created.
            • When you use an upsert deep link for visits, validations don't run for required fields, restricted products, or on the Visit Engagement page. On the Visit Engagement page, validations run when you submit the visit.
             
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            Salesforce Help | Article