Next Best Actions

Provide sales reps with scheduled action recommendations. Improve time management and strategic engagement by recommending actions, such as account visits and sending emails, in an optimal sequence.

By adding the Life Sciences Next Best Actions component to an account record page, sales reps can view these recommended actions and use them to create visits or send emails directly from the account record page.

• Set Up Life Sciences Next Best Actions
  Configure the required trigger handlers, user permissions, and actions. Users can create visits or send emails directly from the Next Best Action component. The app shares recommendations by territory and tracks completed actions. Users can create visits or send emails directly from the component.
• Add the Life Sciences Next Best Action Component to an Account Record Page
  Schedule a visit or send an email directly from the Next Best Action component on the Account record page. If a recommendation isn’t relevant, users can skip it and provide a reason. When a user completes the recommended activity, the component updates the recommendation record.
• Configure Skip Reasons for a Next Best Action
  Configure skip reasons so that users can dismiss a recommendation and provide feedback explaining why they skipped it. A user can skip a recommendation that’s current, actionable, or past due. Upcoming and completed recommendations don't show skip options. Use skip reasons to track adoption and improve future recommendations.
• Mobile App Configuration for Life Sciences Next Best Action
  Configure the required mobile metadata cache settings to support the Life Sciences Next Best Action experience in the Life Sciences Cloud Mobile app.