Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
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
            Log Visits With Voice-Based Logging (Pilot)

            You are here:

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

            Log Visits With Voice-Based Logging (Pilot)

            Capture healthcare professional (HCP) engagement details by using an AI-powered voice assistant in the Life Sciences Cloud mobile app. Even without an internet connection, on-device transcription and intelligent entity mapping can automatically populate visit headers, product messages, and reactions. The pilot release only supports English.

            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
            Use voice-based visit logging: Access Life Sciences Customer Engagement Agentforce
            Work with customer engagement features: Life Sciences Field Sales Representative, Life Sciences Field Medical, or Life Sciences Key Account Management permission sets

            Before using voice-based visit logging, you need to:

            • Turn on Apple Intelligence
            • Download the Speech to Text Model (which happens the first time you use the feature)

            See https://www.apple.com/apple-intelligence/ for a list of supported devices.

            Note
            Note Voice-Based Visit Logging is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.
            1. In the Mobile app, from the Home tab, tap the Agentforce icon.
            2. Select Life Sciences Field Sales and select Visit Agent.
            3. Select one of the recent accounts you've visited from the list shown over the chat area.
            4. Tap the microphone button and begin dictating your notes.
              • If you haven't downloaded the Speech to Text Model before, you're prompted to do so within the app.
              • Tap the Play button to record.
              • When recording, tap the Pause button to pause, and tap it again to resume.
            5. When you finish dictating, tap the stop button.
            6. Select View Details to review and save the results in the visit record. Save the record before logging another visit, otherwise the transcription is discarded.
              1. On the visit record, check that any products you mentioned are correctly selected for the visit.
              2. Verify that other fields, such as Efficacy, Usage, and Safety are correctly filled out.
              3. Save the visit.

            After saving the visit record, swipe to return to the Visit Agent page and log another visit.

             
            Loading
            Salesforce Help | Article