Components of MyInsights Studio

MyInsights Studio has the following components:

Entry Point

Content creators can create MyInsights content for several content types in CRM. A content type is a group of entry points. Each content type corresponds to one or more record types for the HTML_Report_vod object. Content creators select the content type to be used when they create content and the corresponding record type when they deploy content.

The following table maps available content types to their corresponding record type:

Content Type

Record Type

Account

Account_Reports_vod

Account_Profile_Override_vod

KOL Profile

Account Plan

Account_Plan_vod

Inventory Monitoring

Inventory_Monitoring_vod

Orders

Orders_vod

Speaker

Full_Speaker_Profile_vod

Full_Speaker_Profile_Default_vod

Territory

Territory_Insights_vod

Territory_Insights_Default_vod

(Available Dec 7, 2023) Territory Feedback

Territory_Feedback_vod