Set Up Data for Intelligent Sales

Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud

Capabilities of Intelligent Sales such as projecting product shortfalls, and creating and executing site visits, among others, help your MedTech sales team only if the right data is in the right object. For instance, make sure that your entries in objects like Location, Product Item, and Product Fulfillment Location have the right attributes.

1. Set Up Work Types for Visits
   Use work type records to create visit types. Work types determine the kind of visits that are created using the New Visit Flow on the Intelligent Sales home page. You can create work types for surgical case visits, cycle count visits, or blind cycle count visits. The work type used to create a visit also determines whether that visit is factored into product shortfall projections.
2. Set Up Your Accounts, Contacts, and Locations
   The hospital accounts your organization deals with is the first set of information you add to the Intelligent Sales data model. After you add an account, you add contacts your reps meet with when they visit that account. Then you can add the accounts’ locations.
3. Set Up Your Products and Inventories
   Records in the Product object define your products. Product inventories are stored in the Product Item object. The Product Fulfillment Location object associates sales reps with the inventories they own and accounts they’re responsible for.
4. Set Up Visit Tasks and Action Plan Templates for Cycle Counts
   Action plan templates define the sets of tasks that your sales reps perform during visits. Our system automatically creates visit tasks for scheduled cycle count visits using the details you define in these action plan templates.
5. Set Up Action Plan Templates for Surgical Case Visits
   Action plan templates define the sets of tasks your sales reps perform during visits. Our system automatically creates Assessment Task records for scheduled surgical case visits using the details you define in these action plan templates. Action plan templates created for surgical case visits use flows as visit tasks for your sales reps.
6. Register and Authorize Patient Product Orders Faster with Flows
   Salesforce provides two pre-built flows with Intelligent sales to make surgical visits easier. The Patient Registration and Order Authorization flows are both compatible with Intelligent Sales, and helps perform two assessment tasks that are common in surgical visits.