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            Configure Access to Patient Support Programs Analytics

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            3. Agentforce Life Sciences

            Configure Access to Patient Support Programs Analytics

            Assign permissions to view and manage Patient Support Programs Analytics.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud
            User Permissions Needed
            To ingest objects and fields:

            Data Cloud Architect

            AND

            View All Records and Read permission on the object being ingested.

            AND

            Data Cloud Salesforce Connector

            AND

            Clinical Trial Manager

            AND

            Health Cloud Starter (for Life Sciences Cloud)

            AND

            Life Sciences Commercial Admin

            In your Salesforce org, assign Read and View All permissions to the Data Cloud Salesforce Connector permission set to ingest data from different patient support programs of Life Sciences Cloud.

            1. Assign the Data Cloud User, Clinical Trial Manager, and Tableau Next Admin permission sets to your program leads and patient services reps.
            2. Enable Discovery Framework.
              1. From Setup, in the Quick Find box, enter Discovery Framework, and then select General Settings.
              2. Turn on Discovery Framework, and Enhanced Questions.
            3. Enable Surveys.
              1. From Setup, in the Quick Find box, enter Survey, and then select Survey Settings.
              2. Turn on Surveys.
            4. Enable Site Management.
              1. From Setup, in the Quick Find box, enter Site Management, and then select Site Management Settings.
              2. Turn on Site Management.
            5. Enable Participant Management, Adverse Events, and Research Study Randomization.
              1. From Setup, in the Quick Find box, enter Participant Management, and then select Participant Management Settings.
              2. Turn on Participant Recruitment and Enrollment, Adverse Events, and Research Study Randomization.
            6. To ingest Life Sciences Cloud data, update the system settings of Data Cloud Salesforce Connector permission set.
              1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
              2. Select Data Cloud Salesforce Connector.
              3. To update the system settings to ingest Life Sciences Cloud data, select System Permissions.
              4. Click Edit.
              5. Enable access to the these system permissions - Access PSP Financial Assistance, Manage Patient Program Outcomes, Gives users access to verify and reverify pharmacy benefits, Manage Site Management, Discovery Framework Platform User, and Design and run clinical trials.
            7. Save your changes.

            See Also

             
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