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            Configure Visit Planning and Execution Features

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            3. Agentforce Life Sciences

            Configure Visit Planning and Execution Features

            Capture visit interactions, share intelligent content, and record medical inquiries or survey responses to document field activities. Use these visit management features to streamline data entry and plan future objectives.

            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.
            • Recommendations
              The Recommendations sidebar menu suggests the Next Best Messages or Content for specific Healthcare Professionals (HCPs).
            • Capture Product Detailing
              Configure product detailing so field reps can record products, messages, and reactions during visits. Set up related lists, admin settings, and trigger handlers.
            • Capture Product Discussions
              Configure product discussions to capture qualitative insights during visits. Set up custom fields, related lists, and discussion rules for field reps.
            • Share Intelligent Content
              Set up Intelligent Content so field reps can open presentations and track metrics during visits.
            • Capture Next Visit Objectives
              Configure next visit objectives so field reps can record goals for future interactions. Add the required section and fields to the page layout.
            • Capture Medical Inquiries
              Configure medical inquiries so field reps can capture and submit unsolicited, off-label questions or requests for medical information during a visit.
            • Configure Voice-Based Visit Logging (Pilot)
              Configure voice logging so field reps can record visit information by using speech on the Life Sciences Cloud mobile app. The pilot release only supports English.
            • Respond to Surveys
              Configure surveys so field reps can launch and complete them during visits.
             
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