Using the KOL Profile Page Template
- Browser (Classic, Lightning)
- iPad
- iPhone
- Windows Tablet
Users can view account level activity data for KOL accounts with the KOL Profile page template. The page 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 page template:
-
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 - 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
- Download the KOL Profile content zip file.
- Create an HTML_Report_vod record with the KOL_Profile_vod record type and attach the content zip file. See Creating MyInsights Content for more information.
Viewing the KOL Profile
Users can navigate to a KOL account to view the KOL Profile page, which only displays for accounts with the KOL_vod check box selected.