Using the KOL Profile Visualization

  • iPad
  • iPhone
  • Online
  • Windows

Users can visualize account level activity data for KOL accounts with the KOL Profile visualization. The visualization displays information about stakeholders, including career statistics, interaction history of emails and medical inquiries, and medical event activity.

Configuring the KOL Profile

To enable the KOL Profile visualization:

  1. Grant end users the following permissions:

    Object OLS Record Types Fields FLS
    Account R n/a
    • Career_Status_vod
    • Credentials_vod
    • Formatted_Name_vod
    • PersonEmail
    • Phone
    • Photo_vod
    • Primary_Parent_vod
    • Specialty_1_vod
    Read
    Address_vod R n/a
    • Address_Line_2_vod
    • City_vod
    • Primary_vod
    • State_vod
    • Zip_vod
    Read
    Affiliation_vod R n/a
    • Child_Affiliation_vod
    • From_Account_vod
    • Influence_vod
    • Relationship_Strength_vod
    • Role_vod
    • Therapeutic_Area_vod
    Read
    Call2_vod R n/a
    • Signature_Date_vod
    • Status_vod
    Read
    Clinical_Trial R n/a
    • End_Date_vod
    • Name
    • Phase
    • Role
    • Start_Date_vod
    Read
    Company_Collaboration_vod R n/a
    • Company_Name_vod
    • Details_vod
    • Relationship_Strength_vod
    Read
    Event_Attendee_vod R n/a
    • Position_vod
    • Talk_Title_vod
    Read
    Focus_Area_vod R n/a
    • Clinical_Trials_Focus_Score_vod
    • Events_Focus_Score_vod
    • Focus_Area_Account_vod
    • Focus_Name_vod
    • High_Focus_Score_vod
    • Publication_Focus_Score_vod
    • Total_Focus_Score_vod
    Read
    Medical_Event_vod R n/a
    • Country_Name_vod
    • End_Date_vod
    • Event_Type_vod
    • Start_Date_vod
    Read

    Medical_Insight_vod

    R n/a
    • Account_vod
    • Clinical_Trial_vod
    • Date_vod
    • Description_vod
    • Interaction_vod
    • Medical_Event_vod
    • Publication_vod
    • Summary_vod
    Read
    Medical_Inquiry_vod R n/a
    • Signature_Date_vod
    • Product__c
    • Delivery_Method_vod
    • Status_vod
    • Account_vod
    Read

    Position_vod

    R n/a
    • Account_vod
    • End_Date_vod
    • Institution_vod
    • Institution_Type_vod
    • Job_Title_vod
    • Past_Postition_vod
    • Position_type_vod
    • Primary_Position_vod
    • Start_Date_vod
    Read
    Publication R n/a
    • Date
    • Journal_vod
    • Publication_Type_vod
    • PubMed_URL_vod
    • Title
    Read

    Sent_Email_vod

    R n/a
    • Account_Email_vod
    • Approved_Email_Template_vod
    • Email_Sent_Date_vod
    • Product_vod
    • Status_vod
    Read
    Stakeholder_Clinical_Trial_vod R n/a Clinical_Trial_vod Read

    Stakeholder_Publication_vod

    R n/a
    • Authorship_Position_vod
    • Publication_ID_vod
    Read
    User R n/a CompanyName Read
  2. Create or activate VMOCs for the following objects:
    • Account
    • Address_vod
    • Affiliation_vod
    • Call2_vod
    • Clinical_Trial
    • Company_Collaboration_vod
    • Event_Attendee_vod
    • Focus_Area_vod
    • Medical_Event_vod
    • Medical_Insight_vod
    • Medical_Inquiry_vod Position_vod
    • Publication
    • Sent_Email_vod
    • Stakeholder_Clinical_Trial_vod
    • Stakeholder_Publication_vod
    • User
  3. Download the KOL Profile content zip file.
  4. Create an HTML_Report_vod record with the KOL_Profile_vod record type and attach the content zip file. See Creating MyInsights Records for more information.

Viewing the KOL Profile

Users can navigate to a KOL account to view the KOL Profile visualization. This visualization only displays for accounts with the KOL_vod check box selected.