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            Add Attendees to Group Visits

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            1. Salesforce Help
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            3. Agentforce Life Sciences

            Add Attendees to Group Visits

            Configure the attendees feature so field reps can record group interactions by adding multiple healthcare professionals to a single visit.

            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
            Modify visit page layouts and Lightning record pages: Customize Application

            When a user adds an attendee, Salesforce creates a child visit record linked to the parent visit. The Attendees sidebar provides suggestions based on shared addresses and account affiliations. The sidebar shows a maximum of 5 healthcare organization or healthcare professional accounts that have the same address as the visit's location under Same Address. The sidebar also shows a maximum of 5 accounts that are affiliated with the primary account under Affiliation.

            When a user searches for attendees, the Accounts at This Address and Affiliated Accounts filters are available by default. The Accounts at This Address filter shows all the accounts that have the same address as the visit's location. The Affiliated Accounts filter shows all the accounts that are affiliated with the primary account.

            1. From the object management settings for visits, go to Page Layouts and edit the layout for your field users.
            2. Add the Child Visits related list to the layout.
              Note
              Note Adding this related list enables the Attendees sidebar on the Visit Engagement page.
            3. From Setup, in Lightning App Builder, edit the Visit record page.
            4. Drag the Related List - Life Sciences component on to the page.
            5. In the component properties, configure the related list to show attendees.
             
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