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            Set Up the Data Required for Next Best Customer

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            Set Up the Data Required for Next Best Customer

            Configure the data required to show accounts on the Next Best Customer component and support account score calculations.

            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
            To create and save Lightning pages in Lightning App Builder: Customize Application
            1. Create Territory Account Score records for each combination of account and territory.
            2. On each Territory Account Score record, update the Score Explainability Information field with the metrics and data that the Next Best Customer logic uses to calculate account scores. See Account Scores and Rationales for Next Best Customer.
            3. To make sure that users can see the recommended accounts in their territories, grant access to Territory Account Score records in one of these ways.
              • Share Territory Account Score records with users manually.
              • Create owner-based sharing rules for Territory Account Score. To specify which users’ records are shared and the users who get access to the data, select Territories.
            Note
            Note To maintain the accuracy of distance-based sorting within the Top Next Best Customers component, ensure geolocation data is captured for all accounts.
             
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