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Presentation player, feedback, and tracking settings

Key Takeaway

Presentation Settings control player tools, HCP feedback and engagement tracking. You set them at the Org Default, Profile or User level, and the most specific level wins.

Presentation Settings in Agentforce Life Sciences control how field users present Intelligent Content to healthcare professionals (HCPs). They decide which tools reps get in the presentation player, how reps capture HCP feedback and survey responses, and which engagement metrics are tracked. A consultant uses these settings to match a company's usability, privacy and compliance requirements.

How to open Presentation Settings

Admins configure Presentation Settings in the Admin Console. Configuring them requires the "Life Sciences Commercial Admin" permission set.

  1. Open the Admin Console.
  2. Select "Intelligent Content".
  3. Select "Presentation Settings".
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