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            Add the Life Sciences Next Best Action Component to an Account Record Page

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            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.

            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
            User Permissions Needed
            To add components to a record page: Customize Application
            1. On an account record page, click the Setup icon and select Edit Page.
            2. From the Components pane, in the Search field, enter Next Best Actions.
            3. From the left pane, drag the Life Sciences Next Best Action component to the Dashboard tab on the record page.
              Attention

              Make sure that you select the Next Best Action component, not the Einstein Next Best Action component.

            4. Save your changes.
            5. Activate the page.
             
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            Salesforce Help | Article