Capture insights from your interactions with healthcare professionals (HCPs) to support
business decisions. Review the summary questions before your visit so you can prepare and focus
on the topics most relevant to the HCP, helping you collect accurate and meaningful
responses.
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 view and edit consents on the web and mobile app:
Life Sciences Field Sales Representative
OR
Life Sciences Field Medical
OR
Life Sciences Key Account Management
From the App Launcher, find and select Accounts.
From the list of Accounts, select the account that you want to take the survey
for.
Click Surveys.
Review the list of assigned surveys, and select a survey and answer the questions on
behalf of the healthcare professional.
Review your responses and submit the survey.
To retake the survey, click Retake, update your responses, and
submit them again.
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