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            Set Up Next Best Customers Component

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            Set Up Next Best Customers Component

            Configure the Life Sciences Next Best Customers component to show prioritized accounts with clear scoring, intuitive rationale explanations, and rich account insights on the Life Sciences Cloud for Customer Engagement home page.

            Required Editions

            Note
            Note If you’ve already added the NbcTopResults component to your home page, remove it before adding the Life Sciences Next Best Customers component.
            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

            Watch these videos to learn the Next Best Customer setup process.

            1. Create a card-view type relationship graph using the NBC Card template. You can use the prebuilt graph as is or customize it according to your business needs.
            2. Add the Life Sciences Next Best Customers component to the home page by using Lightning App Builder. See Customize the Home Page.
            3. Update the component properties.
              1. For Graph Name, select the name of the card-view type relationship graph.
              2. For Total Cards, enter the number of cards you want to show on the home page. Enter a value from 5 through 10.
            • Customize Next Best Customer Card
              Customize the record details you want to show on the next best customer card by defining the relationships between account-related objects using an actionable relationship center (ARC) graph.
            • Configure Quick Account Summary
              Add quick account summary to the Next Best Customer card so users can evaluate account recommendations at a glance, eliminating the need to navigate to rationale pages.
             
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