Smart Linking in MyInsights
- Browser (Classic, Lightning)
- iPad
- iPhone
- Windows Tablet
Smart Linking allows users to access certain CRM features directly from their MyInsights Dashboard based on the information presented.
Smart Linking cannot be used from the Order or Inventory Monitoring MyInsights entry points. For example, if you create an order from MyInsights, you cannot navigate to other places in CRM from there.
For example, Sarah Jones wants to identify high-value HCPs to interact with in the coming week. From her My Insights dashboard, she selects several HCPs, then navigates to the My Schedule view with her selected HCPs ready to schedule. She quickly drags each account onto her schedule into an available time slot. When she is finished, she selects the Back button to return to MyInsights.
Supported tasks from MyInsights content include the following:
- Creating record details for the following objects using #newRecordconfigObject">newRecord:
- Call
- Order
- Inventory Monitoring
- Medical Insight
- Medical Inquiry
- Approved Email - Admins must grant users access to the MyInsights_vod record type on the Sent_Email_vod object to perform the following tasks from MyInsights:
- Create an email
- View the HTML of sent emails
- Predefine the email template and fragments for new emails
- Navigate directly to the record detail when viewing the HTML of a sent email
- Viewing record details for the following objects using #viewRecordconfigObject">viewRecord:
- Account
- Order
- Inventory Monitoring
- Account Plan
- Plan Tactics
- Account Tactics
- Call
- Call Objective
- Medical Event
- Survey Target
- Medical Insight
- Medical Inquiry
- SWOTs and Goals
- Custom Objects
Smart Linking is also available for tasks that involve actions related to more than one object:
- CLM - Users can launch the CLM media library for a specific HCP or launch a specific presentation from MyInsights.
- Suggestions - All suggestion actions including Dismiss, Mark as Complete, and Execute, can be performed directly from MyInsights.
- Scheduling Calls - Schedule calls directly from the MyInsights Dashboard. Users can select multiple accounts then open them in My Schedule Week View to schedule calls for each. Call Planning must be configured and users must have the appropriate permissions for Call Planning to use this feature. Only the Week View is available.
Configuring Smart Linking in MyInsights
To implement Smart Linking in MyInsights, content developers must use the MyInsights JavaScript Library.
Users must also be granted the appropriate permissions for a specific feature to perform those tasks from MyInsights. For CLM, Suggestions, and Scheduling Calls, users must have the necessary permissions for all objects required for that feature. For example, Sarah Jones needs all the necessary Medical Inquiry permissions to create and view a medical inquiry with Smart Linking.
