Engagement Execution28% of the exam
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.
Given a scenario, use medical insights to capture and share insights from engagements with HCPs and HCOs.
~8 min read · 21 practice questions
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
Settings scope
- Detail
- Per profile, via Apply settings To
Tag in capture form
- Detail
- Subject must be Active
Sensitive tags
- Detail
- Private Subject default plus Subject sharing rule
Handler sharing
- Detail
- Same territory and profile, read only
Sharing timing
- Detail
- Creation only; no retroactive change
Group membership
- Detail
- Role or Role and Subordinates
Visit-page capture
- Detail
- Account must be in the visit information
Visit Engagement action
- Detail
- From the Account page layout
Account role
- Detail
- Reason Type on Medical Insight Account
DbSchema records
- Detail
- Assigned to every insight profile
Upvote limits
- Detail
- One per user per insight; no downvotes
Sources for this section (8)
- Insight Settingshelp.salesforce.com (opens in a new tab)
- Subjectshelp.salesforce.com (opens in a new tab)
- Sharinghelp.salesforce.com (opens in a new tab)
- Capturehelp.salesforce.com (opens in a new tab)
- Visit Engagement Actionhelp.salesforce.com (opens in a new tab)
- Page Layoutshelp.salesforce.com (opens in a new tab)
- Mobile Configurationhelp.salesforce.com (opens in a new tab)
- Trigger Handlershelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Life Sciences Consultant pack
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