Feature Disruption - Service Cloud Voice

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Configure the Visit Record Page

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Configure the Visit Record Page

Field reps use the Visit record page to review visit data and manage related activities. Activities include adding visitors, recording expenses, completing assessment tasks, and updating ratings.

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 Lightning App Builder and Life Sciences Cloud components to configure the Visit record page. Set up the highlights panel, tabs, and components to support your business processes.

Configure the Highlight Panel
The highlight panel shows key metrics at the top of a record.
Set Up Tabs and Components
Configure the Visit page layout by organizing custom components into specific tabs, separating details from activities. This setup manages multi-object record views, related activities, surveys, expenses, and ratings.

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