--- schema_version: "1" id: 623b8cd15b0013da7e909733989c56921118733de6af2eaeacf5f4477fa1b7b4 title: Engagement Execution collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_lsc_customer_engagement_execution.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution.htm&release=262.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: bc9f7a375f29f3a830eb0f792ca35d187aac140d3348b40c9aff6037911e3ba7 description: Field reps can now log visits in the Life Sciences Cloud mobile app by using voice commands even while offline, and they can verify visit locations by using automated geolocation tagging. The mobile app and desktop site strengthen regulatory adherence by automating Massachusetts Controlled Substance Registration (MSCR) validation and dynamically displaying signature disclaimers based on a provider's language and country. Additionally, with optimized background synchronization, field teams have access to the latest data with improved performance. Enhance medical insight management with a custom web UI and hierarchical parent-child groupings. Simplify contact updates by allowing sales reps to add multiple communication channels directly from the consent management page. products: - Cross Cloud release: "262" --- # Engagement Execution Field reps can now log visits in the Life Sciences Cloud mobile app by using voice commands even while offline, and they can verify visit locations by using automated geolocation tagging. The mobile app and desktop site strengthen regulatory adherence by automating Massachusetts Controlled Substance Registration (MSCR) validation and dynamically displaying signature disclaimers based on a provider's language and country. Additionally, with optimized background synchronization, field teams have access to the latest data with improved performance. Enhance medical insight management with a custom web UI and hierarchical parent-child groupings. Simplify contact updates by allowing sales reps to add multiple communication channels directly from the consent management page. - **[Conduct Remote Visits with Microsoft Teams (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_remote_engagement_microsoft_teams.htm&release=262.0.0&type=5)** Provide a flexible, secure meeting experience for sales reps and healthcare professionals (HCPs) by using Microsoft Teams as the video conferencing platform for remote visits, now generally available. Automatically generate Microsoft Teams meeting links, send email invitations, and keep calendars in sync when sales reps schedule, update, or cancel remote visits. To reduce friction and align with organizational requirements, HCPs can join remote sessions with their existing Microsoft Teams accounts. Sales reps conduct meetings directly in the Microsoft Teams app, while Life Sciences Customer Engagement manages visit records and captures engagement metrics for the content shared, improving data accuracy and saving your users’ time. - **[Log Engagements More Accurately with Automated Healthcare Organization Capture](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution_automated_hco_capture.htm&release=262.0.0&type=5)** Automatically capture and associate the healthcare organization (HCO) where a healthcare professional (HCP) interaction occurs to improve data integrity. When a field rep selects an HCP and a visit address, the app recommends the corresponding HCO based on contact point address matching. For locations with multiple affiliated organizations, users can select the correct department from a filtered dropdown. Child visits inherit these associations to maintain consistency across group engagements. - **[Log Visits with Voice-Based Visit Logging (Pilot)](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution_voice_based_visit_log.htm&release=262.0.0&type=5)** 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. Improve accuracy for medical jargon with contextual priming. Language support: English only. - **[Show Custom Lightning Web Components in the Agentforce Chat Window on Mobile](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_custom_lwc_agentforce_mobile.htm&release=262.0.0&type=5)** Show custom Lightning Web Components as agent action responses in the Agentforce chat window on the Life Sciences Cloud mobile app. Previously supported only on the desktop site, you can now deliver these same custom visual experiences to your field users by configuring a custom Lightning type bundle with a mobile renderer. - **[Display Signature Disclaimers Based on a Healthcare Professional’s Country and Language](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution_signature_disclaimers.htm&release=262.0.0&type=5)** Maintain regulatory compliance by dynamically displaying the correct signature disclaimers based on a healthcare professional’s (HCP) attributes, such as country and language. Field reps can present country-specific and language-appropriate legal statements during sample disbursements, even when working across borders and in multilingual regions. Disclaimer records are automatically filtered by using account or account–territory attributes, maintaining consistency with Consent Management and Medical Inquiry workflows. - **[Add Communication Channels During Consent Capture](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution_capture_preferences_faster.htm&release=262.0.0&type=5)** Add email addresses, phone numbers, or social media handles directly from the consent management screen. You can now add new channel values while logging consent instead of navigating to different tabs. - **[Provide Users with a Consistent Medical Insights Experience on Web and Mobile](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_medical_insights.htm&release=262.0.0&type=5)** Give sales reps faster access to contextual insights by enabling a Medical Insights feed tab in the Life Sciences Commercial web app through a custom UI, bringing the same structured view to both the platforms. Group related insights in a parent-child hierarchy in the Life Sciences Cloud Mobile app. Link goal assignments to a parent medical insight record and use the goal definition you created to populate goal definitions. - **[Validate Visits on Save and Return Warnings from Custom Scripts](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution_visit_script_validation.htm&release=262.0.0&type=5)** Give your field teams earlier feedback by extending custom validation scripts to run when users save a visit, not just when they submit or sign. Scripts can now return warnings that let users acknowledge an issue and choose to continue, in addition to errors that block the action. For example, use a custom script to warn users in one market when they approach a visit threshold while preventing users in another market from saving or submitting. - **[Capture Visit Details Faster with Dependent Picklists](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution_dependent_picklists.htm&release=262.0.0&type=5)** Simplify data capture during visits with filtered picklist values on the provider visit object, provider visit product discussion object, and custom objects. When field users select a value in a controlling field on the Visit Engagement page, dependent picklist fields show only the mapped values. Field users see only relevant options and can log visit details more efficiently with fewer data entry errors. - **[Streamline Consent Capture and the Opt-Out Experience](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_consent_quick_action_opt_out.htm&release=262.0.0&type=5)** Add the Capture Consent quick action to the Account and Visit record pages so your reps can capture consent without navigating through multiple screens. To further optimize interactions with healthcare professionals, disable repetitive confirmation windows during the opt-out process.