Managing Visibility to MyInsights Content

  • iPad
  • iPhone
  • Online
  • Windows

Admins can use profile names and object record types to define end user visibility to MyInsights content. This allows developers to create specific content for different types of users.

For example, Verteo BioPharma content developers create an account summary visualization for Professional accounts and a stakeholder summary visualization for MSLs. Sarah Jones is a sales rep who works with Professional and non-Professional accounts. Since Dr. Clinton Ackerman is a Professional account, Sarah can navigate to his account and select the account summary visualization tab. Bob Adams is not a Professional account, so when Sarah navigates to his account, the account summary visualization tab is not available. As a sales rep, Sarah cannot view the stakeholder summary visualization. However, Larry Lakes is an MSL, so when he navigates to Dr. Ackerman’s account, he can view and select the stakeholder summary visualization tab.

Configuring Visibility Management for MyInsights Content

To enable admins to manage visibility to MyInsights content:

  1. Grant access to the following VisualForce pages.
    • HTML_Report_Edit_vod
    • HTML_Report_View_vod
  2. Grant override permission to the appropriate actions for the HTML_Report_vod object:

    Button

    VisualForce Page

    New

    HTML_Report_Edit_vod

    Edit

    HTML_Report_Edit_vod

    View

    HTML_Report_View_vod

  3. Grant the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    HTML_Report_vod

    n/a

    n/a

    • Object_RecordType_vod
    • Object_RecordTypeID_vod
    • Profile_vod
    • Profile_Name_vod

    Edit

To enable end user visibility to MyInsights content:

  1. Grant the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    HTML_Report_vod

    n/a

    n/a

    • Object_RecordType_vod
    • Object_RecordTypeID_vod
    • Profile_vod
    • Profile_Name_vod

    Read

  2. Place the Object_RecordType_vod field on the appropriate HTML_Report_vod object page layout.

Managing Visibility to MyInsights Content

When creating MyInsights records, admins can manage which users can view the content by populating specific fields:

  • Populate the Profile_Name_vod field with the appropriate end user profile to define which users can view the content
  • Select the appropriate record type for the Object_RecordType_vod field to define when specific content is available to users. The drop-down list only displays the record types available for the object mapped to the entry point.

    If the value of the Object_RecordType_vod field is None, the MyInsights content displays for all object record types.

The following table details the available mappings between the entry points and objects:

Object Entry Point Record Type

Account (includes PersonAccount)

  • Account_Override_vod
  • Account_Reports_vod
  • KOL_Profile_vod

Account_Plan_vod

Account_Plan_vod

Order_vod

Orders_vod