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            Share Intelligent Content

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            Share Intelligent Content

            Set up Intelligent Content so field reps can open presentations and track metrics during visits.

            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
            Modify page layouts, rename tabs, and rename labels: Customize Application
            Access the Admin Console to activate trigger handlers: Life Sciences Commercial Admin permission set
            Note
            Note Be sure to upload the content and share it with users.
            1. From the object management settings for visits, go to Page Layouts.
            2. Add the Presentation Forums related list to the layout.
              After adding the related list, the five most recently used presentations appear in the Content sidebar.
            3. To improve the user experience, rename the Presentation Forums related list label to Content or Presentations.
            4. From the App Launcher, find and select Life Sciences Commercial, and then click Admin Console | Trigger Handler Administration.
            5. Activate the PresentationForumLockHandler trigger handler.
              This handler applies only to the desktop site. For the mobile app, this logic is built in.

            To help sales reps engage more effectively with their accounts, define recommended presentations. See Set Up Recommended Presentations.

             
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            Salesforce Help | Article