Using the Interaction Summary Visualization
- Browser (Classic, Lightning)
- Windows Tablet
Users can visualize account level activity data with the Interaction Summary visualization. The visualizations displays information about call interactions, key messages, and call samples, which is helpful for planning future interactions.
Configuring the Interaction Summary
To enable the Interaction Summary for end users:
- Grant end users the following permissions:
Object OLS Record Types Fields FLS Approved_Document_vod R n/a Read Call_Objective_vod R n/a
Read Call2_vod R n/a
Read Call2_Detail_vod R n/a
Read Call2_Key_Message_vod R n/a
Read Key_Message_vod R n/a Description_vod__c Read My_Setup_Products_vod R n/a Product_vod__c Read Product_vod R n/a Product_Type_vod__c Read
- Create or activate VMOCS for the following objects:
- Download the Interaction Summary content zip file.
- Create an HTML_Report_vod record with the appropriate record type (Account_Reports_vod, KOL_Profile_vod, or Account_Profile_Override_vod) and attach the content zip file. See Creating MyInsights Records for more information.
Viewing the Interaction Summary
Users can navigate to an account and select the Interaction Summary tab to view the visualization.
Two views are available in the Interaction Summary visualization:
- Call Summary – Displays information about calls to the account. Users can filter the information by Call2_vod fields and view all call activity or only their own call activity for the account.
- Approved Email Summary – Displays information about emails to the account. Users can filter this information by date period and Sent_Email_vod fields and view all email activity or only their own email activity for the account.
To allow online users to view MyInsights content from an account, see Viewing MyInsights Content on Classic for more information.