Plan and run customer engagements more efficiently with improved remote engagement as well as desktop and new AI features. Expand your remote engagement capabilities by conducting visits through Microsoft Teams and automatically capturing key details. Shape strategies and drive informed execution by capturing field observations and validating them through collaborative insights. Manage visit records from the new Visit List and see which attendees primary account addresses match the visit location in the Attendees sidebar. Also, you can now open presentations and track engagement directly from the desktop Visit Engagement page. Sales reps and service agents can streamline workflows by managing visits within the Salesforce Service Console, alongside related records like accounts, cases, and medical inquiries.
- Shape Strategies by Using Collaborative Medical Insights
Capture observations directly from field interactions in the Life Sciences Cloud mobile app to understand trends and guide engagement strategies. Validate findings through peer upvoting and hierarchical grouping to make sure that high-priority concerns surface quickly. Drive informed execution plans in your team by using insights and shared knowledge to identify opportunities and mitigate risks effectively. - Filter Admin Console Tiles Based on User Permissions
Show users only the tiles they need in the Admin Console by turning on Filter Admin Console Tiles Based On User Permissions. Use Life Sciences Customer Engagement Setup to make the change. - Actionable List View and Quick Visit
Streamline mobile workflows with a custom list view designed for speed. The Actionable List View embeds configurable quick actions directly into the visit list card. Field representatives can perform routine tasks, such as sample drops and detailing, without clicking into the full record. With GoTo navigation that deep-links to specific sidebars within the Visit Engagement page, users spend less time navigating menus and can focus on completing tasks. - Signature Page Screen Snapshot
Ensure total audit readiness with a robust compliance enhancement that captures the exact context of an acknowledgement by a Health Care Provider (HCP). The Signature Page Snapshot automatically captures an image of the signature screen, including sample products, disclaimer text, and scrolled areas at the moment of sign-off. The snapshot is automatically attached to the visit record, providing verifiable proof of what's signed. This feature secures audit trails even if system configurations or legal text change in the future. - Manage Visits from the Service Console
Sales reps can now multitask more efficiently with the integration of Visit Management directly into the Service Console. Instead of windows that cover the whole screen, Visit Engagement pages now open in subtabs so you can work on multiple records at once. High-volume users can now complete tasks faster with a unified workspace that lets them manage multiple records and preserve context across accounts, visits, and cases. With this new interface, users can easily view and edit visits alongside their primary workflows. - Intelligent Content Integration in Web Visit
This release integrates the intelligent content player in Web visits. Sales reps and Medical Science Liaisons (MSLs) can now present content from laptops with the same high-fidelity experience as the iPad app. It tracks detailed clickstream metrics and reactions, providing a 360-degree view of content effectiveness across both web and mobile platforms. - Show Same-Address Attendees in the Sidebar
Speed up data entry for group visits, such as Lunch and Learns, with smarter attendee suggestions. By default, the Attendees sidebar in Visit Engagement now shows the top five accounts that work at the same organization under the Same Address section. It also shows the top five affiliations. Related Contact Point Address data highlights the people physically present at the location so sales reps can identify and add relevant attendees with a single click. - Changes to Trigger Handlers
The trigger handlers VisitConflictValidationHandler and DeleteVisitStdEventHandler are no longer available.