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            Next Best Action

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            3. Administer Life Sciences Cloud

            Next Best Action

            Set up Next Best Action to equip your sales reps with AI-driven weekly action plans. Help your sales reps achieve better time management and strategic engagement by recommending actions, such as visits, meetings, and emails for accounts, in the optimal sequence.

            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 add components to a record page: Customize Application

            Before you set up Next Best Action, complete the following prerequisites.

            • Configure First Day of Work Week in Planner.
            • Activate the required trigger handlers:
              • TerrAcctRcmdActionSharingHandler
              • TerrAccRcmActStatusUpdateHandler
            • Create a standard user with the Field Sales Representative profile.
            • Make sure that the standard user has access to the required Apex classes:
              • lsc4ce.LogACallController
              • lsc4ce.NextBestActionsController
              • lsc4ce.VisitCreationCallbackController
            • Create a metadata cache for the profile.
            • Create a territory.
            • Create a user with the Field Sales Representative profile.
            • Assign these permissions to the user:
              • Industries Visit
              • Life Sciences Commercial User
              • Life Sciences Field Sales Representative
              • LSC Rep
            • Create Territory Account Recommended Action (TARA) records.
              Note
              Note You can create the TARA records of type Visit and Email. The Email type TARA records apply only to the mobile app.

            See Also

            Add Life Sciences Next Best Action Component to Account Record Page

            Show sales reps recommended actions, which they can use to create visits or send emails directly from an account record page.

            1. On an account record page, click Gear Icon, and then select Edit Page.
            2. From the Components pane, in the Search field, enter Next Best Actions.
            3. Drag and drop the Life Sciences Next Best Actions component from the left pane to the Dashboard tab on the record page.
            4. Save your changes.
            5. Activate the page.
             
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