Visit Management Admin Console and org readiness
Key Takeaway
Admins control how users plan and submit visits through visit settings in the Admin Console. To block a new visit to an account until a set time after the previous visit, set "Visit Conflict Validation Period in Days" and set "Visit Conflict Validation Mode" to Error, because the default Warning mode only alerts the user.
The Visit Management Admin Console is the tool in Life Sciences Cloud for Customer Engagement where an admin controls which visit fields users see and how they plan, manage, and submit visits. Before anyone uses visits, the org needs the right licenses, role-based permission sets, page layouts, and core settings. After an admin changes the configuration, generating the metadata cache sends the changes to the Life Sciences Cloud mobile app.
Getting an org ready for visits
Visit management runs in Lightning Experience on Enterprise and Unlimited Editions. The org also needs these three things:
- Life Sciences Cloud
- The Life Sciences Cloud for Customer Engagement Add-on license
- The Life Sciences Customer Engagement managed package
Readiness is broader than turning a feature on. You first confirm these prerequisites, and then you set up permissions, page layouts, and core settings.
One readiness task, "Configure How Visits Are Started", controls where users can start a visit, such as from the Account Profile, the Homepage, or Search results. You pick the starting points that fit the business workflow.