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Ratings
Ratings help prioritize and organize customer accounts into meaningful segments. Field users can use ratings to focus on the right customers, align on relevant accounts, and adjust strategies for maximum efficiency.
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. |
Supported Rating Segments
Configure Ratings for different objects to align with how users work and where segmentation delivers the most value. Users view these rating segments directly in the Life Sciences Cloud for Customer Engagement app:
- General (Account): Displays all fields configured at the account level and applies to all user profiles linked to an account.
- Product (Provider Account Product Info): Displays ratings of individual products linked
with an account for product-level targeting. Helps users understand a product's
association to an account by showing key rating information.
Note The Align Ratings toggle in product ratings shows all rating cards side by side for quick comparison. The toggle is on by default. Field users can disable it to see only rating cards for specific products, but preferences reset when they leave the page. They can also use the Filters option to narrow product ratings, focusing on specific products or rating criteria. - Territory (Provider Account Territory Info): Displays territory-specific ratings linked to an account. Helps users view territory-specific product preferences or scores aligned with the account’s assigned territory.
- Team (Provider Account User Group Info): Displays team-specific product ratings that help users to see preferences or scores based on the group they belong to.
- Address (Contact Point Address): Displays location-specific ratings based on where a healthcare provider operates. Helps users view the account’s location-specific ratings when an address exists. The default address is sourced from either the ProviderAcctTerritoryInfo object or the primary address on the Account.
Visibility and Access Control
Control the visibility of specific ratings by setting permissions based on user roles and profiles. This flexibility enables sharing a single layout across multiple user profiles while ensuring users see only the ratings they are authorized to access. This access control method helps maintain data security and supports targeted user actions.
- Create a Ratings Layout
In the Life Sciences Cloud for Customer Engagement web and mobile app, rating layouts visually represent ratings on an account's record page. Create a rating layout and add rating fields at various levels, including account, territory, product, team, or address. These layouts make sure that users see only the ratings relevant to their role and permissions. - Add Ratings Layout to the Account Record Page
Show visual insights about account activity by adding the ratings layout to healthcare professional (HCP) and healthcare organization (HCO) accounts. Embed the Ratings component to the custom tab in the Lightning page and link it to the configured layout. - Mobile App Configuration for Ratings
Create object metadata cache configuration for supported Ratings objects in the Life Sciences for Customer Engagement mobile app. Generate a metadata cache to package the object metadata cache configuration into a downloadable metadata cache that the mobile app can use for online and offline access.
