Customer Engagement home page tailored by profile
Key Takeaway
For profile-specific home pages, clone the default home page once per profile, customize each clone in Lightning App Builder, and activate each clone for the Life Sciences Commercial app and that profile.
The Life Sciences Cloud for Customer Engagement home page is the user's starting point for the day. The page gives a centralized view of critical information and tasks, such as announcements, upcoming activities, visits to submit and prioritized accounts, so users can prioritize their work from one place. Admins build the page from Lightning components in Lightning App Builder. To show each user what matters most to them, admins tailor the home page for different profiles.
How to tailor the home page by profile
You build the home page in Lightning App Builder. Life Sciences supports only the Standard Home Page template. One page activated as the org default gives everyone the same components. A sales rep's home page and another profile's home page can carry different components, so you build a separate page for each profile that needs its own set.
- For each profile that needs its own home page, clone the default home page.
- Open each clone in Lightning App Builder and customize its components for that profile.
- Activate each clone and assign it to the Life Sciences Commercial app and that profile.
When you activate a home page, you choose one of three levels:
- The org default
- The app default
- Specified app and profile combinations
If you activate at the app level or the app and profile level, select the Life Sciences Commercial app. A profile-specific clone uses the app and profile level, so each clone is assigned to the Life Sciences Commercial app plus its own profile. What a user sees on the home page can also vary by role, environment and admin configuration.
Dana is an admin at a vaccine company. Users with the Key Account Manager profile need Life Sciences Next Best Customers and Visits to Submit. Users with the Regional Director profile need Dashboard and Report Chart components instead. Dana clones the default home page twice. In Lightning App Builder, she adds the rep components to the first clone and the reporting components to the second. She activates the first clone for the Life Sciences Commercial app and the Key Account Manager profile. She activates the second clone for the Life Sciences Commercial app and the Regional Director profile. Each group now opens a home page built for its work, instead of one org-default page for everyone.