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Use Life Sciences Cloud for Customer Engagement Features
Perform Life Sciences Cloud for Customer Engagement tasks such as managing HCO and HCP accounts, planning and executing engagements with your customers, managing key accounts, and managing samples.
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. |
Note The Life Sciences Cloud mobile app doesn't support users with the System Admin profile.
Make sure to access the app with a user profile such as Field Sales Representative or Medical
Science Liaison.
- Life Sciences Customer Engagement Home Page
The Life Sciences Customer Engagement home page is the starting point for your day. Learn how to navigate the page and find the most important information to get you started. - Life Sciences Workflow Features
Life Sciences workflows guide you through your daily tasks, keeping you focused and on track. When configured, you get a step-by-step view of activities and stages directly on the record detail page. Checklists help you understand your next steps, and validations make sure changes are accurate. - Synchronize Transactions Manually on a Mobile Device
Connect to Salesforce from the Life Sciences Cloud mobile app by using Wi-Fi or cellular data to create, update, and delete records. Background synchronization is indicated by an animated App Settings icon. - Stay Informed with App Alerts
Stay on top of your work in the office or on the go by getting important updates, recommendations, and guided actions on your mobile and desktop apps. - Manage Accounts
Perform tasks such as viewing a smart summary and getting a quick snapshot of a HCP or HCO account, adding an account address, submitting data change requests, and updating a rating. - Plan Engagements
Optimize daily schedules by showing key events and applying predefined routines on the calendar. Log and manage time away from your territory. Increase your plan’s success rate and personalize action plan templates for Key Account Management. Achieve business objectives with proven strategies for key accounts, and drive initiatives for key accounts in a territory. Perform tasks such as reviewing and submitting provider activity goals for manager approval and final administrator approval, and tracking the status of activity plans. - Manage Key Accounts
Nurture long-term partnerships with your key accounts and target territories. Anticipate customer concerns, identify growth opportunities, dedicate resources to offer tailored solutions, and ensure the long-term success of the partnership. Create Account Plans to build relationships with major customers, analyze customers’ prescribing power, and gather input about the potential impact of pharma products. Use Territory Plans to monitor regional treatment patterns, gain medical insights, and disseminate scientific information to accounts. - Engage With Your Customers
Perform tasks related to visiting your customers in person or remotely, customizing and sending emails, creating and submitting medical inquiries, and presenting content to your customers. - Manage Sample Inventory
Sample Inventory Management provides a unified view of transactions, shipments, inventory counts, and assigned batches. Stay on top of items that require urgent attention, such as pending acknowledgments of transferred samples. Track inventory operations in a timeline, create product requests, and submit your inventory counts all on one screen. - Manage Events
Event Management gives you a structured, end-to-end workflow to plan, execute, and conclude your field events. From creating an event and planning the logistics, to submitting for approval, an event can encompass multiple phases and steps.
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