Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Define Messages and Objectives for Product Detailing

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Life Sciences

            Define Messages and Objectives for Product Detailing

            Drive effective product strategies and detailing efforts with product messages and objectives. Messages and objectives are implemented together as product guidance, and help drive key points of emphasis and product activities aligned with broader business goals.

            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 create messages and objectives: Life Sciences Commercial Admin permission set

            Users need quick access to product guidance, such as messages and objectives, to educate healthcare providers and share specific and accurate information about products they’re discussing.

            In the pharma industry, for example, messages include information about the safety, efficacy, dosage limits, success rate, and side effects of a drug, shared with the provider so that they can make informed choices.

            Objectives are specific, product-related goals that a user aims to achieve during customer engagement. These objectives align with broader business goals and are tailored to the customer’s current level of engagement, product adoption, and information needs.

            Note
            Note Add messages and objectives for brands, therapeutic areas, indications, and brand-indications. These are the only product types that support messages and objectives.
            1. From the App Launcher, find and select Admin Console.
            2. Select Product, and then select Product Hierarchy.
            3. Select a product.
            4. Create a message.
              1. In the Product Details window, under Messages, click New Message.
              2. Enter a name for the message.
              3. In Content Text, enter a description.
              4. Enter the effective start and end dates for the message.
              5. Specify the priority of the message. Priority affects order of display.
              6. To categorize messages by group, add a group name. Group includes the messages in a group.
              7. To sort groups by their order of priority, add a group sequence. Group sequence affects the order of display of the group.
              8. Enter the possible reactions that you can capture, with each value separated by a semicolon. For example: Agree;Disagree;Skeptical.
              9. To disable reaction display and capture, select Hide Reaction.
              10. Save your changes.
              11. Select Active.
                To deactivate a message, deselect Active, and then click Deactivate.
            5. Create an objective.
              1. In the Product Details window, under Objectives, click New Objective.
              2. Enter a name for the objective.
              3. In Content Text, enter a description.
              4. Save your changes.
              5. Select Active.
             
            Loading
            Salesforce Help | Article