# Medical insights capture, tags and sharing

*Agentforce Life Sciences Consultant Study Guide · Engagement Execution · Last updated November 13, 2026 · https://www.certifyforce.com/study-guide/agentforce-life-sciences-consultant/engagement-execution/medical-insights-capture-tags-and-sharing*

How field teams capture, tag and share medical insights from HCP and HCO engagements: Insight Settings per profile, Subjects as tags, territory-and-profile sharing and its alternatives, capture entry points, related lists, the mobile feed and the insight trigger handlers.

- Certification: Salesforce Agentforce Life Sciences Consultant
- Exam section: Engagement Execution
- Study guide: https://www.certifyforce.com/study-guide/agentforce-life-sciences-consultant

**Official exam objective:**

> Given a scenario, use medical insights to capture and share insights from engagements with HCPs and HCOs.

## What the exam expects

- Configure Insight Settings per profile to require, hide or allow account, product and tag details.
- Build and secure the Subject tag hierarchy, including restricted tags.
- Predict who can see an insight under MedicalInsightSharingHandler, and extend or replace that sharing.
- Choose capture entry points and configure the Visit Engagement action, related lists, record page and mobile feed.
- Name the insight trigger handlers for tags, upvotes and event streaming.

Key terms:
- **Medical insight:** a structured observation from an HCP or HCO interaction, linked to accounts, products and tags.
- **Subject:** a tag record; Subjects form a parent-child tag hierarchy and are linked to insights by Subject Assignments.
- **Medical Insight Account:** the junction record linking one insight to one of several accounts.
- **Insight Settings:** the Admin Console page (Insights, Insight Settings) applied per profile.
- **User Reaction:** an upvote record on an insight.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Settings scope | Per profile, via Apply settings To | [Insight Settings](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_configure_admin_console.htm&type=5&language=en_US) |
| Tag in capture form | Subject must be Active | [Subjects](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_configure_subjects.htm&type=5&language=en_US) |
| Sensitive tags | Private Subject default plus Subject sharing rule | [Subjects](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_configure_subjects.htm&type=5&language=en_US) |
| Handler sharing | Same territory and profile, read only | [Sharing](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_org.htm&type=5&language=en_US) |
| Sharing timing | Creation only; no retroactive change | [Sharing](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_org.htm&type=5&language=en_US) |
| Group membership | Role or Role and Subordinates | [Sharing](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_org.htm&type=5&language=en_US) |
| Visit-page capture | Account must be in the visit information | [Capture](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_view_capture.htm&type=5&language=en_US) |
| Visit Engagement action | From the Account page layout | [Visit Engagement Action](https://help.salesforce.com/s/articleView?id=ind.lsc_quick_action_management_example_medical_insight.htm&type=5&language=en_US) |
| Account role | Reason Type on Medical Insight Account | [Page Layouts](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_configure_objects.htm&type=5&language=en_US) |
| DbSchema records | Assigned to every insight profile | [Mobile Configuration](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_mobile_app_configuration.htm&type=5&language=en_US) |
| Upvote limits | One per user per insight; no downvotes | [Trigger Handlers](https://help.salesforce.com/s/articleView?id=ind.lsc_trigger_handlers_objects.htm&type=5&language=en_US) |

## Check yourself

- When must the admin generate a metadata cache in the insight page layout setup?
- Which three fields go into the documented VisitInsightsRLFieldSet?
- What happens to the default text in New Action Handler API Name on the insight related lists?
- When does the Overwrite users' personal related list customizations option apply?

## Sources

- [Medical Insights](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_overview.htm&type=5&language=en_US)
- [Configure Medical Insights](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_configure_admin_console.htm&type=5&language=en_US)
- [Configure Subjects for Medical Insights](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_configure_subjects.htm&type=5&language=en_US)
- [Manage Medical Insight Sharing and Visibility](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_org.htm&type=5&language=en_US)
- [Capture Medical Insights](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_view_capture.htm&type=5&language=en_US)
- [Configure a Create Medical Insight Action on Visit Engagement](https://help.salesforce.com/s/articleView?id=ind.lsc_quick_action_management_example_medical_insight.htm&type=5&language=en_US)
- [Configure Quick Actions for Medical Insights](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_quick_actions.htm&type=5&language=en_US)
- [Configure Page Layouts for Medical Insights](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_configure_objects.htm&type=5&language=en_US)
- [Configure Medical Insights on Account and Visit Record Pages](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_account_visit_pages.htm&type=5&language=en_US)
- [Customize Medical Insights Record Page](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_configure_record_page.htm&type=5&language=en_US)
- [Mobile App configuration for Medical Insights](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_mobile_app_configuration.htm&type=5&language=en_US)
- [Configure Medical Insights Feed on Mobile](https://help.salesforce.com/s/articleView?id=ind.lsc_medical_insights_configure_feed_mobile.htm&type=5&language=en_US)
- [Trigger Handlers by Object](https://help.salesforce.com/s/articleView?id=ind.lsc_trigger_handlers_objects.htm&type=5&language=en_US)
- [Manage Trigger Handlers](https://help.salesforce.com/s/articleView?id=ind.lsc_trigger_handler_manage.htm&type=5&language=en_US)
- [Consistent Medical Insights Experience on Web and Mobile (Summer '26)](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_medical_insights.htm&release=262&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 21 linked practice questions, and unlimited timed mock exams are included with the Agentforce Life Sciences Consultant pack (USD $19): https://www.certifyforce.com/practice-exams