Konfigurer vurderingsopgaver for nøglekontomanagers
Konfigurer vurderingsopgaver, så nøglekontomanagers (KAM'er) kan spore og opdatere strategiske initiativer, der er linket til handlingsplaner fra besøgsregistreringssiden.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise og Unlimited Edition med Life Sciences Cloud, Life Sciences Cloud for Customer Engagement-tilføjelsesprogramlicens og den administrerede pakke Life Sciences Customer Engagement.
Brugertilladelser påkrævet
Rediger besøgsregistreringssiden, og konfigurer komponenten Relateret liste - Life Sciences:
Tilpas applikation
Få adgang til administratorkonsollen for at generere metadatacachen:
Commercial Life Sciences-administrator
Rediger registreringssiden Besøg i Opsætning i Lightning App-konstruktør.
Træk komponenten Relateret liste - Life Sciences hen på siden.
Konfigurer disse indstillinger i komponentegenskabsruden:
AssignedToId = '{userId}' AND Status != 'Completed' AND ReferenceRecord.Type IN ('ActionPlan') AND PartyReferenceRecordId IN (SELECT AccountId FROM Visit WHERE Id = '{recordId}')
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