Automatic territory-based sharing of Medical Insights
Key Takeaway
When the MedicalInsightSharingHandler trigger handler is turned on, each new Medical Insight is automatically shared, with read access, with other users who have the same territory and profile as its creator. Nobody has to share it manually.
Medical Insights are records that users such as medical science liaisons log after engagements. Agentforce Life Sciences can share each new Medical Insight automatically with territory teammates, so local collaboration doesn't depend on manual sharing. Standard platform tools then extend or restrict visibility beyond that local team to support compliance and leadership oversight.
Two layers of visibility
Medical Insight visibility works in two layers. Each layer handles a different audience.
| Handles | Uses | |
|---|---|---|
| Automated territory-based sharing | Local, peer-to-peer collaboration | The MedicalInsightSharingHandler trigger handler |
| Standard platform capabilities | Cross-functional teams, leadership and restricted data | Tools such as Public Groups and Sharing Rules |