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Mobile App Configuration for Visit Management
Configure object schemas and generate a metadata cache so users can manage visits on the mobile app and the desktop site.
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 set up and manage visits: | Life Sciences Commercial Admin |
To turn on offline access for the objects that support Visit Management in the Life Sciences Cloud mobile app, create these object metadata cache configurations.
To limit the data that's downloaded to the mobile device, make sure to specify the Salesforce Object Query Language (SOQL) Filter Condition.
| Object | Type | Notes |
|---|---|---|
| BusinessLicense | Data | None |
| BusinessLicenseProduct | Data | None |
| ComplianceStatementDef | Data | None |
| ContentDocument | Data | Required for file attachments. |
| ContentDocumentLink | Data | Required for file attachments. |
| ContentVersion | Data | Required for file attachments. |
| DigitalSignature | Data | None |
| Expense | Data | None |
| ExpenseParticipant | Data | None |
| ExpenseType | Data | None |
| LifeScienceCustomScript | Data | None |
| LifeSciMarketableProduct | Data | None |
| LifeSciProductAcctRstrc | Data | None |
| Location | Data | None |
| PresentationClickStrmEntry | Data | None |
| PresentationForum | Data | None |
| Product2 | Data | None |
| ProductBatchItem | Data |
|
| ProductDisbursement | Data | None |
| ProductGuidance | Data | None |
| ProductionBatch | Data | Not required if the Sample Inventory Management feature isn't used. |
| ProductItem | Data | None |
| ProductTerrDtlAvailability | Data | None |
| ProductTerritoryAvailability | Data | None |
| ProviderAcctTerritoryInfo | Data | None |
| ProviderSampleLimit | Data | Select Web-to-Mobile Sync. |
| ProviderSampleLimitTemplate | Data | Select Web-to-Mobile Sync. |
| ProviderSmplLmtTmplAssignment | Data | Select Web-to-Mobile Sync. |
| PrvdVstSmplLmtDiscrepancy | Data | None |
| PrvdVstSmplLmtTransaction | Data | None |
| ProviderVisit | Data | None |
| ProviderVisitDtlProductMsg | Data | None |
| ProviderVisitMarketingItem | Data | None |
| ProviderVisitProdDetailing | Data | None |
| ProviderVisitProdDiscussion | Data | None |
| ProviderVisitRqstSample | Data | None |
| TerritoryAcctProdMsgScore | Data | None |
| TerritoryProdtQtyAllocation | Data | Select Web-to-Mobile Sync. |
| Time Period | Data | None |
| Visit | Data | If a related list is configured, set the attachment download method to Cache. |
| Visitor | Data | None |
Important After you create these configurations, make sure to generate a metadata
cache. This step is important because it makes sure that the mobile app accesses the latest
metadata definitions, including any schema changes for supported objects.
- Configure Mobile Sync Settings
Improve mobile app performance and reduce data usage with a more efficient synchronization model. Turn on periodic background synchronization during idle times so that field reps have the most current data is always available to field reps.
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