Presenting Intelligent Content with the presentation player in visits
Key Takeaway
Presentation metrics sync to Salesforce only after the visit is saved or submitted. Paused sessions aren't tracked, and some presentations start with tracking paused by default.
The presentation player is where field reps show Intelligent Content to healthcare professionals (HCPs) during an interaction. Intelligent Content includes slides, PDFs, embedded videos, and dynamic content. In the same session, reps can capture feedback, add attendees, and record the visit. What was shown, and how the HCP reacted, is saved as metrics tied to the visit. As a result, content delivery becomes part of the visit record instead of a separate activity.
How to make presentations available on visits
Before reps can use presentations on visits, complete these steps:
- Upload the content and share it with users.
- Add the "Presentation Forums" related list to the visit page layout. Salesforce recommends renaming the list label to "Content" or "Presentations".
- On desktop, activate the
PresentationForumLockHandlertrigger handler in Admin Console, under "Trigger Handler Administration". Skip this step for the mobile app, because the mobile app already has this logic built in.
After you add the Presentation Forums related list, the five most recently used presentations appear in the Content sidebar.
The presentation player needs a modern browser with access to IndexedDB. IndexedDB is on by default, but corporate network settings can limit or disable it.