Restricting visibility of sensitive Medical Insight topics
Key Takeaway
To restrict a sensitive Medical Insight topic to authorized users, set the Subject Organization-Wide Default (OWD) to Private. Then use a Subject Sharing Rule to share that Subject with a Public Group of those users.
Medical Insights are records that users such as medical science liaisons log. Each insight is categorized with Subjects, also called tags. Some topics, such as Off-Label discussions or highly sensitive clinical trials, must be visible only to authorized users. Life Sciences Cloud handles this by restricting access to the Subject records with standard Salesforce sharing.
Restricting at the Subject record level
Subjects organize and categorize Medical Insights. Subjects can form a parent-child hierarchy, such as a Therapeutic Areas parent Subject with an Oncology child Subject.
For sensitive topics, restrict access at the Subject record level, not at the insight level, so that only authorized users see insights tagged with those Subjects.