Next Best Message provides tailored and relevant messages for each product associated
with an account. These recommendations are dynamically generated based on real-time data,
allowing field sales teams to provide this information during visits with their
customers.
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.
Configure Next Best Message data by using your own predictive model and loading the data into
the Territory Account Product Message Score object.
Alternatively, you can create the records manually.
Create a Territory Account Product Message Score record. Enter an Account, Product
Guidance, Territory, Total Score, and Rank.
For rationale, enter the Score Explainability Information in this format: {"metric":
value}. Integer and String are the only accepted values. Here’s an example of Score
Explainability Information in the correct format:
{"Message Priority": "Top for this quarter",
"HCP Interest Level": "High interest shown",
"Recent Reaction": "Asked for clinical data",
"Messages sent this month": 4,
"Last Discussed": "Discussed on 08/10"}.
To make sure that users can see the recommended product messages in their territories, grant
access to Territory Account Product Message Score records in one of these ways.
Share Territory Account Product Message Score records with users manually.
Create owner-based sharing rules for Territory Account Product Message Score. To specify
which users' records are shared and the users who get access to the data, select
Territories.
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