Targeted versus recommended presentations
Key Takeaway
To have the system enforce approved content, target presentations on each Provider Account Territory Info record and set the targeting context to Restrict. Reps then see only targeted presentations and can add only targeted accounts. Warn and recommended presentations only guide reps.
In Agentforce Life Sciences, you can link Intelligent Content presentations to accounts and territories in two ways. Targeted presentations make sure users see and present only the right content, to the right accounts. Recommended presentations suggest the best content to use during interactions, but they don't control what reps can see. A company can use them together or separately to fit its engagement strategy, compliance requirements, and regional practices.
Where both features are set up
You configure both targeted and recommended presentations per account and territory, on Provider Account Territory Info records. The "Align Account to Territory" batch job populates these records and their permissions, so run it before you set up either feature. Setting up either feature requires the "Life Sciences Commercial Admin" permission set.