To configure this feature:

1. Ensure Configuring Accounts is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   profiling_attribute__v	CRE	All applicable object types	color__v detail_group__v field__v object__v product__v sequence__v type__v	Edit
   profiling_template__v	CRED	All applicable object types	All fields	Edit
   profiling_sheet__v	CRED	All applicable object types	All fields	Edit

6. Grant View permission to the columns_section__v section control on the profiling_template__v object.
7. Navigate to Admin > Configuration > Objects > profiling_template__v.
8. Add the columns_section__v section control to the appropriate layout on the profiling_template__v object.
9. Add the Account Types field control to the appropriate layout on the profiling_template__v object.

To configure this feature:

1. Ensure Configuring Accounts is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   profiling_attribute__v	R	All applicable object types	All	Read
   profiling_template__v	R	All applicable object types	All	Read
   profiling_sheet__v	CRED	All applicable object types	All	Edit

6. Grant the following additional permissions:
   • Edit permission to any fields on the account__v, address__v, tsf__v, or product_metric__v objects that are designated as editable on the Account Profiling template. For example, to allow users to change the Specialty value for an account using an Account Profiling sheet, grant Edit permission to the specialty_1__v field on the account__v object.
   • Read permission to any fields on the account__v, address__v, tsf__v, or product_metric__v objects that are designated as read-only on the Account Profiling template
7. Navigate to Business Admin > Objects > VMobile Object Configurations.
8. Enable the appropriate VMOCs for the following objects:
   • profiling_template__v
   • profiling_attribute__v
   • profiling_sheet__v

Business admins on the Browser platform can design templates for Account Profiling sheets. The business admin can define the columns that display, specify whether the fields are editable or read-only, and select colors for different types of information. They can also save time by copying an existing Account Profiling template.

To create an Account Profiling template:

1. Navigate to Business Admin > Objects > profiling_template__v.
2. Select Create. A template record is created in the Draft lifecycle state.
3. Enter a Template Name.
4. Select a Due Date.
5. Enter any of the following optional information:
   • Country - The country to which the profiling information is visible
   • User Type - The User Type to which the profiling information is visible
   • Product - Only users with access to this product in My Setup will have access to this profiling template
   • Description - A short description of the profiling template
   • Instructions - Rich text that displays as instructions for end users
6. Select one or more account types from the Account Types picklist.
7. Select the columns to include in the Account Profile sheet.

   The Account Name is visible by default, and cannot be removed or edited.

   

   For each column, select the following:

   • Object
   • Field
   • Type (Read-Only or Editable)
   • Section Color

   To re-order columns, drag and drop them in the desired order.

   Fields can be selected from the following objects:

   • account__v
   • address__v
   • tsf__v
   • product_metric__v
   • dynamic_attribute__v

   The following fields are not supported:

   • All Vault platform system fields (ending with _sys)
   • Vault CRM system fields
   • created_by__v
   • created_date__v
   • modified_by__v
   • modified_date__v
   • legacy_crm_id__v
   • The following field types:
   • Picklist where Allow user to select multiple values = TRUE
   • Object
   • Long Text
   • Rich Text
   • Attachment
   • All DCR-enabled fields
8. Select Save.

Account Profiling templates have the following lifecycle states:

• Draft - Default state for new templates. If an In Progress template is recalled, it reverts to Draft status.
• In Progress - Selecting the Publish action moves a template from Draft to an In Progress state, making the template available to end users
• Closed - Selecting the Close action moves a template from an In Progress to a Closed state. Closed templates are not available for end users.

Copying Account Profiling Templates

Business admins can save time by copying and modifying an existing template. To do so, select a template and then select Copy Record from the All Actions menu.

Publishing Account Profiling Templates

End users can only access profiling sheets for Published templates.

To publish a template:

1. Navigate to Business Admin > Objects > profiling_template__v.
2. Select the Actions button next to an Account Profiling template record.
3. Select Publish.

Viewing the Status of Account Profiling Sheets

Business admins can view the profiling sheet record to track each user's progress toward completion. The Number of Changes column shows how many changes were made by the user. The Profiling Sheet Status column shows the current status of the profiling sheet.

End users on iPad can access the Account Profiling tab to view and update available Account Profiling templates. The tab displays a list of all published Account Profiling templates that meet the following criteria:

• Lifecycle state is Published
• user_type__v (if populated) matches the current user
• code__sys field on the country__v object (if populated) matches the user’s country code
• product__v or detail_group__v is associated with user in My Setup
• No existing profiling_sheet__v record exists where the owner is the current user and the status is submitted__v

To view more information about a profiling template, select the Information button. A modal displays the profiling sheet and template details.

Select an Account Profiling template from the template list to open the profile sheet for viewing or editing.

If a record exists for the selected template where the user is the owner, the sheet opens displaying the Profiling Template information. If records do not exist where the user is the owner, a new record is created and the sheet opens displaying the Profiling Template information.

The columns defined in the template display only if the user has the appropriate field-level permission. DCR-enabled fields do not display.

Searching, Sorting, and Filtering

To search for a specific HCP name in the Account Profiling sheet, enter search text in the Search field. Account names that contain the search text display first in the returned list of accounts.

To sort a column in ascending order, select the column header. Select the header again to sort in descending order.

To filter a column based on a picklist field:

1. Select the filter icon in the column header.
2. Select one or more filter values.

   

3. Select Apply.

To clear the filters, select the filter icon in the column header and then select Clear.

Editing Account Information

End users can edit account information directly in the Account Profiling sheet.

To edit account information:

1. Select a field in the Account Profiling sheet.
2. Enter a new value, or select a value from a picklist.

   The edited value displays in bold text to indicate the value has been changed, but has not been saved. The account name column also displays in bold and displays an Edited icon to indicate information in that row has changed.

   If users want to review their updates, they can select the Edited button at the top of the Account Profiling sheet. This allows end users to easily view all data that changed since the last Save action.

   

3. Select Save to save any edits to the account information. The data is updated directly; no approval process is required. The bold formatting is removed from all edited values to show they have been saved.

Resolving Errors

If edited values contain errors, selecting the Save button displays an error message at the top of the columns and the values with errors are not saved. A red border displays around the fields that contain errors, and an error icon displays next to the HCP name. Select the icon to view guidelines for resolving the errors.

Submitting Completed Account Profiling Sheets

Select the Submit button on the Account Profiling sheet after all necessary edits are complete. Enter a comment in the Leave a Comment prompt to indicate a reason or description for the changes.

Submitting the Account Profiling sheet locks and closes the sheet, indicating to the business admin that the end user’s work is complete.