Updating KAM assessment tasks from visit records
Key Takeaway
On the Visit record page, the Related List - Life Sciences component shows a key account manager (KAM) only their own open assessment tasks that are linked to action plans for the visited account. Its Where Clause filters on AssignedToId = '{userId}', so tasks assigned to other users don't appear there.
Key account managers (KAMs) track strategic initiatives as assessment tasks that are linked to action plans. KAMs often act on those tasks during a customer visit. Agentforce Life Sciences lets a consultant show a KAM's open assessment tasks on the Visit record page, so the KAM can track and update them there. Users can also link assessment tasks and action plans to a Visit record to mark them as complete. Assessment tasks for KAMs are one of three post-visit features on the Visit record page, alongside visit expenses and account ratings. All three are configured on the Visit record page so field users can finish follow-up work from the visit itself.
How to show assessment tasks on the Visit record page
To let KAMs track and update assessment tasks from a visit, you add the Related List - Life Sciences component to the Visit record page and point it at assessment tasks.
- In Lightning App Builder, edit the Visit record page.
- Add the Related List - Life Sciences component.
- Set "Object API Name" to
AssessmentTask. - Set "Action Handler API Name" to
AssessmentTaskActionsHandler. - As the final setup step, generate the metadata cache from the Admin Console.