Add standard actions, Life Sciences-specific actions, and custom navigation actions to
visit record pages.
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
Define and add actions, work with page layouts
Customize Application
Available actions for the visit record page:
Standard Actions: Delete
Quick Actions: Inquiry, Email, Last Visit, Next Best Customer, View Online (mobile
app only), Unlock (desktop site only)
GoTo Custom Actions (mobile app only)
Define Custom and Special Actions Configure custom actions to streamline visit management. Set up an unlock action for the web so specific profiles can unlock submitted visits. Create GoTo custom actions for the mobile app that jump directly to specific sections on the Visit Engagement page.
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