Get a Unified View of All Account Activities

Sales reps can now see the complete activity history of a related Institutional Doctor (Ins Doc) on the Healthcare Professional (HCP) and Healthcare Organization (HCO) account pages. Dedicated related lists on the HCP or HCO accounts help Sales reps quickly go to a related Ins Doc account if necessary.

Where: This feature is available in:

  • Lightning Experience in Enterprise and Unlimited editions with the Life Sciences Cloud license and the Life Sciences Cloud for Customer Engagement add-on license, and where the Life Sciences Cloud for Customer Engagement managed package is installed.
  • Life Sciences Cloud mobile app for iOS (iPad only).

How: To provide your reps navigation to Ins Doc from an HCP or HCO, add the Related List—Life Sciences component to the HCP and HCO page layouts.