Configure Assessment Tasks for Key Account Managers
Configure assessment tasks so key account managers (KAMs) can track and update strategic
initiatives linked to action plans from the visit record page.
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 the Visit record page and configure the Related List - Life Sciences
component:
Customize Application
Access the Admin Console to generate the metadata cache:
Life Sciences Commercial Admin
From Setup, in Lightning App Builder, edit the Visit record page.
Drag the Related List - Life Sciences component onto the page.
In the component properties pane, configure these settings:
Object API Name: AssessmentTask
Field Set API Name: lsc4ce__RelatedList lsc4ce__AssessmentTaskListView
Label API Name: Assessment Tasks
Icon: standard:task
Action Handler API Name: AssessmentTaskActionsHandler
Where Clause:
AssignedToId = '{userId}' AND Status != 'Completed' AND ReferenceRecord.Type IN ('ActionPlan') AND PartyReferenceRecordId IN (SELECT AccountId FROM Visit WHERE Id = '{recordId}')
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