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Best time suggestions for HCP and HCO visit scheduling

Key Takeaway

Best Time is stored on a provider's contact point address. Unavailable Time recorded there applies to that one provider at that one address, not to the whole org.

Best Time is a Life Sciences Cloud feature that records when a healthcare provider (HCP) can and can't be contacted at a specific address, alongside the sales rep's own preferred times. The Life Sciences Customer Engagement Calendar uses these best time suggestions when reps schedule visits and other activities, so reps can avoid conflicts and build optimized daily plans.

Where best times are stored

Best times are stored on an account's contact point address, not on the account as a whole. Each set of best times therefore describes one provider at one address. A provider who works at two addresses has a separate set of best times at each one. Other providers keep their own best times on their own addresses.

Dr. Amara Okafor sees patients at Riverside Clinic and at Lakeview Hospital, so her account has a contact point address for each. She prefers rep visits early in the morning at Riverside Clinic and late in the afternoon at Lakeview Hospital. Her rep records each preference on the matching address. The Riverside Clinic best times don't change anything at Lakeview Hospital, and they don't affect any other provider.

Agentforce Life Sciences Consultant Study Guide

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Given a scenario, set up calendars to help sales teams plan Healthcare Professional (HCP) and Healthcare Organization (HCO) visits with Time Off Territory (TOT) conflicting rules within the system to optimize planning activities

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