Displaying the Suggestion Insights Overview Panel

  • iPad

A Suggestion is information presented to users about how to engage with their accounts via multiple channels based on customer or partner generated data. The Suggestion Panel enables users to see valid suggestions for their accounts directly from the Account Timeline. For example, Sarah Jones has a call scheduled with Dr. Clinton Ackerman. She checks her suggestions and sees she needs to review a new Cholecap indication. Sarah plans the information for her call around the new indication.

Configuring the Suggestion Insights Overview Panel

Ensure initial configuration is complete to use this functionality.

  1. Grant the following permissions: 

    Object OLS Record Types Fields FLS

    Account_Overview_Layout_vod 

    read

    n/a

    n/a

    n/a
  2. Activate the VMOC for the Account_Overview_Layout_vod object.

  3. Add the following fields to the Account_Overview_Layout_vod page layout in the desired order to view Suggestions on the Timeline.

    • zvod_Suggestions_vod
    • zvod_Stakeholder_Preferences_vod
    • zvod_Insights_vod

.