Visit record page and post-visit features
Key Takeaway
Customer-facing work happens on the Visit Engagement Page, while the Visit Record Page holds a visit's non-customer-facing work. To add internal visitors, use the Related List - Life Sciences component with the logAVisitVisitorPicker new action handler, not the standard Visitors related list.
The Visit Record Page is the standard Lightning record page where field reps view a visit and handle its non-customer-facing work. Reps create and edit visits and do customer-facing work on a separate page, the Visit Engagement Page. Post-visit features are the expenses, ratings, and assessment tasks that a consultant configures on the Visit Record Page.
Visit Engagement Page and Visit Record Page
Visit Management uses a different page for each phase of the visit. The Visit Engagement Page is available for planned (unsubmitted) visits.
| Visit Engagement Page | Visit Record Page | |
|---|---|---|
| Format | A sidebar and a form | A standard Lightning record page |
| Reps use it to | Create and edit visits | View visits for pre-visit planning, post-visit review, and auditing |
| Work done there | Customer-facing work, such as sharing content, detailing products, and disbursing samples | Non-customer-facing work: adding internal visitors, logging expenses, updating account ratings, completing assessment tasks, and attaching files |