Surfacing the content library in visits and account lists
Key Takeaway
Visits get content through the visit page layout plus a trigger handler. The account list gets content through a quick action named Intelligent Content, with Location set to Search and SObject set to Account, created in the Admin Console.
Intelligent Content lets field reps open presentations and track metrics while they engage with healthcare accounts. Reps reach the content library from two places: inside a visit and from the account list. You set up each entry point in a different place, so the core skill is knowing which setup serves which requirement.
What you need first
Upload the content and share it with users before you set up either entry point, because neither one is useful when the library is empty.
The setup steps need different permissions. Changing page layouts and relabeling need the "Customize Application" permission. Admin Console work, such as activating trigger handlers and setting up Life Sciences Customer Engagement data, needs the "Life Sciences Commercial Admin" permission set.