Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Tabs and Components

            You are here:

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

            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.

            Required Editions

            User Permissions Needed
            To manage visit settings: Life Sciences Commercial Admin permission set

            Use the Lightning App Builder to organize the page structure into tabs:

            • Details
            • Related
            • Surveys
            • Expenses
            • Ratings

            Details

            Place the Multi-Object Record View custom component here.

              • This tab shows fields from both the Visit page layout (Information section) and Provider Visit page layout (Provider Visit Information section) in a single view.\
              • To prevent duplicate headers, edit the Provider Visit page layout, open the "Provider Visit Information" section properties, and deselect Display Section Header On Detail Page.
              • Add Related List - Single components for lists editable in the Visit Engagement page (Content, Products, Samples).
                Note
                Note Remove the New button from these related lists in the Visit Page Layout to make sure that users create records via the Visit Engagement page.
              • Attendees: Use the Related List - Life Sciences custom component to replace the standard "Child Visits" list. Configure parameters:
                • Object API Name: Visit
                • Field Set API Name: lsc4ce__RelatedList
                • Label API Name: {!$Label.lsc4ce__Attendees}
                • Icon: Select a standard icon, for example standard:people.
                • Where Clause: ParentVisitId = '{recordId}'

            Related

            Place standard related lists, such as Files and Inquiry, and the Visitors list in this tab.

              • Visit Call Recordings: To use the Remote Engagement recordings feature, add the Video Call Recording List custom component to show recording details.
              • Assessment Tasks (key account manager only): Use the Related List - Life Sciences component to allow key account managers to view and update tasks linked to the account's Action Plan directly from the visit context. Configure the following parameters:

                • Object API Name: AssessmentTask

                • Field Set API Name: lsc4ce__AssessmentTaskListView

                • Label API Name: Enter a label, for example Assessment Tasks.

                • Icon: Select a standard icon, such as standard:task or standard:people.

                • Action Handler API Name:AssessmentTaskActionsHandler

                • Where Clause: AssignedToId = '{userId}' AND Status != 'Completed' AND ReferenceRecord.Type IN ('ActionPlan') AND PartyReferenceRecordId IN (SELECT AccountId FROM Visit WHERE Id = '{recordId}')

                • Show record count: Checked

            Surveys

            Create a custom tab labeled {!$Label.lsc4ce__Surveys} and add the Visit Survey List View component.

            Expenses

            Create a custom tab labeled {!$Label.lsc4ce__Expenses} and add the ExpensesListView component.

            Ratings

            Create a custom tab labeled {!$Label.lsc4ce__ratings} and add the Ratings component.

             
            Loading
            Salesforce Help | Article