Displaying an Affiliation Count in Sphere of Influence

iPad

To provide users with additional information on account affiliations at a glance, an affiliation count badge can be displayed on account icons in the Sphere of Influence (SOI). This badge displays the number of secondary affiliations for an account. Users can easily see which accounts have multiple secondary affiliations, and select the account to view those additional affiliations.

For example, Sarah is planning her call cycle for the next week. She wants to visit HCPs who are in a similar practice area to Dr. Ackerman and have affiliations with him. From Dr. Ackerman’s SOI, she sees that the Center for Dermatology has three secondary affiliations. She selects the Center for Dermatology account link to re-center the SOI around the account, explore the secondary affiliations, and identify additional affiliated accounts to include in her call cycle.

Configuring Affiliation Count in Sphere of Influence

Ensure initial configuration is complete before enabling this functionality.

To display an affiliation count badge, provide admins and end users Edit FLS permission to the To_Account_Affiliation_Count_vod field on the Affiliation_vod object.

Viewing Affiliation Count in Sphere of Influence

The affiliation count badge displays the number of secondary affiliations on account icons in the Sphere of Influence.

The badge number is not populated by default. It automatically populates when users select the account name hyperlink in the SOI user interface.

Select the account name to re-center the SOI around the account and view the secondary affiliations.