Viewing MyInsights Content Online

  • Online

Users can publish and view MyInsights content online from the account detail page. This allows users who work online to use data from MyInsights to support their teams with key processes, for example, pre-call planning, data analysis, and coaching.

For example, Mark Mitchell is an MSL who helps his team with pre-call planning and wants to view the account visualization his team uses. Since he works on a computer in his office, he publishes the visualization so he can view it online while he assists his team members in the field.

Configuring MyInsights Content for Online

To enable online MyInsights content for admins, grant the following permissions:

Object

OLS

Record Types

Fields

FLS

HTML_Report_vod

n/a

n/a

  • Status_vod
  • Published_Date_vod
  • Status_Details_vod

Edit

To enable online MyInsights content for end users:

  1. Grant the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    HTML_Report_vod

    n/a

    n/a

    • Status_vod
    • Published_Date_vod
    • Status_Details_vod

    Read

  2. Grant access to the appropriate VisualForce page and button corresponding to the record type.
  3. Place the Status_vod, Published_Date_vod, and Status_Details_vod fields on the appropriate HTML_Report_vod object page layout.
  4. Place the Publish button on the appropriate HTML_Report_vod object page layout.
  5. Place the appropriate button on the appropriate object page layout.

The following table details the mappings between the entry points and their corresponding VisualForce pages and buttons:

Object

Record Type

VisualForce Page Name

Button Name (Label)

PersonAccount

Account_Profile_Override_vod

See Setting the Default MyInsights Account Profile for more information.

Account_Dashboard_MyInsights_vod

Account_Dashboard_MyInsights_vod (View Dashboard)

Account_Reports_vod

See Using the Interaction Summary Visualization for more information

Account_Report_MyInsights_vod

Account_Reports_MyInsights_vod (View Reports)

KOL_Profile_vod

See Setting the Default MyInsights KOL Profile for more information.

KOL_Profile_vod

View_KOL_Summary (View KOL Summary)

Account_Plan_vod

Account_Plan_vod

See Using the Account Plan Dashboard for more information.

Account_Plan_MyInsights_vod

Account_Plan_MyInsights_vod (View Dashboard)

Order_vod

Orders_vod

SeeUsing the Product Group Subtotals Visualization for more information.

Order_Dashboard_MyInsights_vod

Order_Dashboard_MyInsights_vod (View Reports)

Publishing MyInsights Content Online

Content for mobile devices can be published and viewed online. Publishing is only required for online use.

To publish MyInsights content:

  1. Navigate to the MyInsights record.
  2. Select the Publish button.
  3. Refresh the page and check the updated values of the Status_vod, Published_Date_vod, and Status_Details_vod fields to ensure the content published successfully.

When MyInsights content successfully publishes, the fields are populated with the following values:

  • Status_vod field = Published
  • Published_Date_vod = time and date of the publication
  • Status_Details_vod = Files pushed to CDN successfully

When content does not successfully publish, the fields are populated with the following values:

  • Status_vod field = Failed
  • Published_Date_vod = time and date of the publication attempt
  • Status_Details_vod = high-level message about why the publication failed, for example, “Missing file attachment” or “File is not in .zip format”

When a user deletes a previously published attachment, the Status_vod field is set to Unpublished and the content is unavailable for online use.