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            Configure the Visit Management Admin Console

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            Configure the Visit Management Admin Console

            To configure what information fields users can see and how they can interact with and manage visit records, use the Admin Console.

            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 visit settings: Life Sciences Commercial Admin permission set
            • Use the Admin Console to customize the visit user experience at the org, user profile, or individual user level. See Configure Visit Settings.
            • Activate the trigger handlers that ensure data integrity, locking, and synchronization for the Web-based app. See Activate Trigger Handlers.
            • Schedule a job to make sure that the territory information in the Next Visit and Last Visit fields of account profiles is always current. See Schedule Visit Jobs.

            After configuring the Admin Console, generate the metadata cache to sync changes between the dektop site and mobile app. See Generate Metadata Cache

            • Configure Visit Settings
              To customize the visit user experience at the org, user profile, or individual user level, configure the visit settings in the Admin Console.
            • Activate Trigger Handlers
              Activate the trigger handlers that ensure data integrity, locking, and synchronization for the Web-based app.
            • Schedule Visit Jobs
              Schedule a job to make sure the territory information in the Next Visit and Last Visit fields of account profiles is always current.
             
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