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            Configure Visit Record Types

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            1. Salesforce Help
            2. Docs
            3. Agentforce Life Sciences

            Configure Visit Record Types

            Use record types to categorize visits. For example, to differentiate between in-person and remove visits.

            Required Editions

            User Permissions Needed
            To manage visit settings: Life Sciences Commercial Admin permission set
            Configure the Visit object: Customize Application
            1. Create matching record types on both the Visit and Provider Visit objects. Make sure that they have identical API names and labels.
            2. Add the record type field to the Visit page layout. (Don't add it to the Provider Visit layout.)
            3. Change how of the New button works in the web interface. This change prevents the standard Salesforce record type selection from affecting how the Visit Engagement page loads.
              1. From Setup, select Object Manager.
              2. In Visit, select Buttons, Links, and Actions.
              3. Edit the New button.
              4. Make sure that the Lightning Component override is set to lsc4ce:LogAVisitAction.
              5. Check Skip record type selection page.
              6. Repeat these steps for the New button on the Provider Visit object.
            4. Optional: Map record types to restrict which visit types are available for specific accounts.
              1. From the App Launcher, find and select Admin Console.
              2. Select Visit Administration | Visit Record Type Mappings.
              3. Click New.
              4. Enter a unique name for the mapping.
              5. Select the account record type, for example Health_Care_Provider.
              6. Select the applicable visit type, for example Detailing_Visit.
              7. Change the sort order as needed.
              8. Click Save.

            To merge these fields seamlessly with the Visit fields, open the Section Properties of the Provider Visit Information section in the page layout editor and deselect Display Section Header On Detail Page.

            Note
            Note Fields are shown in two-columns by default. To improve readability, the Text Area and Long Text Area fields automatically span the full width regardless of the layout configuration.
             
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