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Configure Next Best Customer Settings for Mobile App
Customize the required settings for the Next Best Customer components in the Life Sciences Cloud mobile app.
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 the Next Best Customer component, actions, and scores: | Life Sciences Commercial Admin permission set |
Configure Sorting and Rationale Display Settings
Customize the sorting and rationale display settings for the Next Best Customer components in the Life Sciences Cloud mobile App.
- From the App Launcher, find and select Admin Console.
- Select Next Best Customer, and then select Next Best Customer Setting.
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For Apply Settings To, select whether you want to apply the settings to all the profiles
in your org or to a specific profile.
- To apply the settings to all the profiles in your org, select SOrg Default.
- To apply the settings to a specific profile in your org, select Profile.
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Configure the Next Best Customer Sorting settings.
- Select whether you want to allow sorting of top customers by distance.
- Enter the account score threshold value that determines the number of top customers shown on the component. This value defines the number of accounts available for distance-based sorting, so that only this subset of top-scored accounts is sorted by proximity to ensure low-priority accounts don't surface just because they are nearby.
Distance-based sorting applies only to accounts with geolocation data. - Select whether you want to show the rationale as a standard Salesforce chart on the Life Sciences Cloud mobile app.
To ensure accounts are accurately sorted by distance, geolocation data must be captured for primary address or preferred address. Distance is calculated from an account’s preferred contact point address to the user’s real-time location. If the account doesn't have a preferred address, the distance is calculated from its primary contact point address. To update the geolocation data, activate data integration rules on the Contact Point Address object, which uses the Google Maps API to determine latitude, longitude, and accuracy. Alternatively, you can manually update the data by selecting Check for New Data from the record’s action menu. For accurate distance calculations, ensure users have their device’s location services enabled.
Enable Field History Tracking for Total Score
To display the account score history changing chart on the mobile app, enable field history tracking for Total Score of the Territory Account Score object. Whenever a user modifies Total Score field, its old and new field values are added to the History related list as well as the date, time, nature of the change, and user making the change.
- From Setup, click Object Manager and then select Territory Account Score.
- Select Fields & Relationships, and then select Set History Tracking.
- In the Track old and new values section, enable Total Score.
- Save your changes.
Configure Quick Actions
Create quick actions with Next Best Customer as the location to allow users to perform actions directly from the Life Sciences Next Best Customers component.
For instructions on how to create a custom quick action, see Quick and Custom Action Management.
Enable Predefined Next Best Customer Filter
Give your users access to Next Best Customer filter-related actions by making the predefined filter available on the Account Search.
For instructions on how to enable the Next Best Customer filter, see Configure Filters.
