You are here:
Configure Remote Engagement Settings for Microsoft Teams
To enable field users to conduct remote engagement sessions with Microsoft Teams, configure settings in the Admin Console. Remote visit settings define how users schedule sessions. Invitation settings control how healthcare professionals (HCPs) receive meeting invitations and calendar events.
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 manage remote engagement settings: | Life Sciences Commercial Admin permission set |
Before you configure remote engagement settings, create a remote visit channel value for Microsoft Teams. See Get Your Org Ready for Remote Engagement.
- From the App Launcher, find and select Life Sciences Commercial, and then select Admin Console.
- Select Remote Engagement.
- Select Microsoft Teams Settings.
-
Select how to apply remote engagement settings.
Start by applying settings at the org level. Then, customize settings for specific profiles or roles, such as Field Sales Representatives or Medical Science Liaisons. Apply settings at the user level only when necessary.
Org Default Apply settings for all users unless you make more specific assignments. Profile Apply settings only for the profiles that you select. This setting overrides the org default. User Apply settings only for the user that you select. This setting overrides all other assignments. - In the Remote Visit Channel field, select the channel value that you created for Microsoft Teams.
-
Select the invitation delivery method for remote sessions.
Method Description Microsoft Teams Send Microsoft Teams meeting invitations and calendar events.
This method sends emails that are consistent with your IT policies and includes meeting events in the Microsoft Teams calendar.
Life Sciences Customer Engagement Send meeting invitations by using Life Sciences email templates. Attendees receive iCalendar events. Sales reps receive Microsoft Teams calendar events that include a list of attendees in the body of the event for their reference.
This method enables you to send branded emails and customize the subject, body, logo, header, sender name, and language. To control access, distribute email templates by territory. When sales reps schedule remote visits, Microsoft Teams meetings links are inserted into the email templates.
Both Send meeting invitations from both Microsoft Teams and Life Sciences Customer Engagement.
This method enables you to send customized invitation emails while also sending Microsoft Teams calendar events to attendees. When you select this method, recipients receive duplicate emails.
-
Select whether to send invitations for visits scheduled in the past.
Visits are past when the current time is at least one minute after the scheduled end time, or if no end time exists, after its scheduled start time. The current time is when Salesforce processes the visit and prepares invitations, not when field users create visits in the Life Sciences Cloud mobile app. Salesforce prepares invitations after the visit is saved. Visits created in the mobile app sync to Salesforce first.
- Save your changes.
