Using the Interaction Summary Page Template

  • Browser (Classic, Lightning)
  • iPad
  • iPhone
  • Windows Tablet

Users can view account level activity data with the Interaction Summary page template. The page template 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:

  1. Grant end users the following permissions:
    ObjectOLSRecord TypesFieldsFLS
    Approved_Document_vodRn/a Read
    Call_Objective_vodRn/a

    Product_vod__c

    From_Date_vod__c

    To_Date_vod__c

    Call2_vod__c

    Completed_Flag_vod__c

    		Read
    Call2_vodRn/a

    Call_Type_vod__c

    Status_vod__c

    Call_Date_vod__c

    CLM_vod__c

    		Read
    Call2_Detail_vodRn/a

    Call2_vod__c

    Product_vod__c

    		Read
    Call2_Key_Message_vodRn/a
    • Call_Date_vod
    • Call2_vod
    • Category_vod
    • Key_Message_vod
    • Product_vod
    • Reaction_vod
    		Read

    Call2_Sample_vod

    		Rn/a

    Call2_vod__c

    Product_vod__c

    Quantity_vod__c

    		Read
    Key_Message_vod Rn/aDescription_vod__cRead
    My_Setup_Products_vodRn/aProduct_vod__cRead
    Product_vodRn/aProduct_Type_vod__cRead

    Sent_Email_vod

    		Rn/a

    Email_Sent_Date_vod__c

    Account_vod__c

    Email_Fragments_vod__c

    Product_vod__c

    Opened_vod__c

    Product_Display_vod__c

    Clicked_vod__c

    		Read
  2. Create or activate VMOCS for the following objects:
    • Approved_Document_vod
    • Call_Objective_vod
    • Call2_vod
    • Call2_Key_Message_vod
    • Call2_Detail_vod
    • Call2_Sample_vod
    • Key_Message_vod
    • My_Setup_Products_vod
    • Product_vod
    • Sent_Email_vod
  3. Download the Interaction Summary content zip file.
  4. 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 Content for more information.

Viewing the Interaction Summary

Users can navigate to an account and select the Interaction Summary tab to view the page.

Two views are available in the Interaction Summary page:

  • 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 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.