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            Configure Skip Reasons for a Next Best Action

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            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.

            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 configure Life Sciences next best actions: Life Sciences Commercial Admin
            1. From Setup, click Object Manager and select Territory Account Recommended Action.
            2. Select Fields and Relationships, and then select the Skip Reason field.
            3. In Skip Reason Picklist Values, click New to add new values.
            4. Save your changes.
             
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