Insight capture entry points and contextual pre-population
Key Takeaway
Starting an insight from an Account or Visit record pre-populates that record's context, but capturing from a Visit page requires the account to be added in the visit information first.
Medical Insights gives field teams a structured way to capture and share observations from their engagements with HCPs and HCOs, so colleagues can spot trends, competitive signals, and risks. Users can start a new insight from several places in the app. When they start from an Account or a Visit, Salesforce fills in that context automatically, which cuts manual data entry.
What a medical insight is
An insight is a structured field observation linked to accounts, products, and hierarchical tags. An insight can also carry a name, a source type, and a visit.
Because every insight shares this structure, scattered notes become a feed that teams can filter and analyze.