Surveys launched during HCP visits
Key Takeaway
To limit a survey to visits that include a specific product, link a Survey Subject record to the product's Life Sciences marketable product and add a Survey Engagement Context record with ContextType set to Visit.
In Agentforce Life Sciences for Customer Engagement, surveys let field reps capture insights from their interactions with healthcare professionals (HCPs) to support business decisions. The rep answers the questions on behalf of the HCP. Before a visit, reps can review a survey's summary questions so they can prepare, focus on the topics most relevant to the HCP, and collect accurate responses. To let reps launch surveys during visits, a consultant sets up survey entry points on visit and account pages, activates a trigger handler that manages survey invitations, and generates the metadata cache so the mobile app picks up the changes.
Survey entry points
A survey entry point lets users start a survey without leaving their current task. There are two kinds: a survey list view component placed on a record page, and a survey quick action added to a record.
The list view component you use depends on the page. Use VisitSurveyListView on Visit pages. Use SurveyListView on Account or Account Plan pages.