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Product, key message, and mandatory settings on presentation pages

Key Takeaway

A mandatory page travels with its presentation. Anyone who adds any page from that presentation to a custom presentation must also add all of that presentation's mandatory pages.

In Intelligent Content, each presentation page has its own settings, including the products and product messages linked to it and whether the page is mandatory. Admins set these in the Admin Console, either one page at a time or across a whole presentation in bulk. Mandatory pages keep interactions with healthcare professionals compliant, because they make sure field users present specified key messages, disclaimers, or safety information.

Settings on a presentation page

You can reuse an individual page across presentations. Each page has its own editable settings:

  • Linked products and their product messages
  • Whether the page is mandatory
  • An associated email template
  • Custom field values in the "Reporting" section

The email template on a page connects the page to Field Email. A rep who starts an email from that page gets that template by default, as long as the template is configured in the presentation file's HTML.

Agentforce Life Sciences Consultant Study Guide

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