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            Set Up Life Sciences Next Best Actions

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            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.

            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 set up next best actions: Life Sciences Commercial Admin
            1. Turn on these trigger handlers to support sharing and status synchronization.
              1. Turn on TerrAcctRcmdActionSharingHandler to share Territory Account Recommended Action records based on territory access.
              2. Turn on TerrAccRcmActStatusUpdateHandle to update the recommendation record when sales reps create a visit from a next best action, associating the visit with the recommendation and updating the status.
            2. Grant users access to these Apex classes. Without access to these classes, users can't take recommended actions from the component.
              1. Give users access to lsc4ce.LogACallController.
              2. Give users access to lsc4ce.NextBestActionsController.
              3. Give users access to lsc4ce.VisitCreationCallbackController.
            3. Assign these permission sets to let users access the component and create visits and send emails.
              1. Assign Industries Visit.
              2. Assign Life Sciences Commercial User.
              3. Assign Life Sciences Field Sales Representative.
              4. Assign Life Sciences Core.
            4. Set up action types.
              1. Make sure that you configure Visit Management so that users can create visits.
              2. Make sure that you configure Emails and Templates so that users can send Life Sciences email records.
            5. Configure the first day of your work week in Planner settings so that Life Sciences Next Best Action provides accurate weekly recommendations based on your configured work week. Set the start of your scheduling cycle in Planner settings.
              For more information, see Configure Calendar Parameters.
            6. Provide recommendation data. Life Sciences Next Best Action shows records from the Territory Account Recommended Action object. Provide recommendation records by manually creating Territory Account Recommended Action records or integrating your own recommendation model to create records automatically.
              Only accessible and active recommendation records appear in the Next Best Action component.

            See Also

             
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