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Personalize User Experience
To create an intuitive field rep experience, customize Order Management's visual elements and actions.
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 personalize the user experience: | Life Sciences Commercial Admin |
- To help field reps access the Quotes tab in iPad, add the Quote Tab in Life Sciences Commercial mobile app configuration. See How to Enable User Tab Personalization.
- To show a quote's transaction summary, add the Transaction Summary component on the Quote record page. See Customize Transaction Summary.
- To help field reps create quotes from the Account record page, create an action on the Account record page. See Create a Lightning Component Action.
- To help field reps create quotes from lists and filters, create a quick action. See Set Up and Manage Quick Actions.
- To help field reps create quoted orders without leaving the Transaction Line Editor, configure action buttons. See Configure Action Buttons in Transaction Line Editor.
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To help field reps view and manage quote line items, add the Transaction Line
Editor or Sales Transaction Line Editor to the page layout and customize the
fields that the editor shows.
To add pricing elements, such as Manual Line Discount or Header-Level Discount Distribution, as quote line items, configure the pricing element and then customize the quote line items. See Pricing Elements. For example, for field reps to add free goods manually during quote creation and negotiation, add the Additional Free Item Quantity field in the Quote Line Item object. See Add and Customize the Transaction Line Editor or Sales Transaction Line Editor.
Quote Line Group isn't supported on iPad. If you add a quote line group in the Transaction Line Editor or Sales Transaction Line Editor, the grouping isn't preserved or usable in iPads.
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To give field reps quick access to quoted order data from the records they use
most, configure your page layouts.
- In the Account page layout, add the Quotes related list.
- In the Visit page layout, add the Quotes related list.
- Create open component actions for viewing quote line item, adding quote Line item, and generating PDF. See Configure Life Sciences Workflow Actions
- To make sure that field reps can see the fields they need, add relevant fields in Compact Layout for the Quote object. For example, give field reps the option to select currency when creating a quoted order by adding the Currency field in the Compact Layout. Make the fields that are required for your business as mandatory. See Create Compact Layouts.
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