Enabling X-Pages Custom Account Content
X-Pages custom account content provides information that enables administrators to support their teams’ key processes—for example, pre-call planning, sales analysis, and coaching. Users can access X-Pages content from the Account Detail page, providing vital information around accounts.
If a manager is helping a user identify targets and plan messaging for a product campaign, they can select the View Reports button from an HCP's Account Detail page to view the HCP’s account and help the user with their pre-call planning.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- End Users
Configuring X-Pages Custom Account Content for
End Users
To configure this feature:
- Ensure Configuring Accounts is complete.
- Ensure Configuring X-Pages is complete.
- Place the myinsights_account_section__v app section on the appropriate Account Detail layout.
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Grant users access to the myinsights_account_section__v object control.
- Ensure the account_reports__v object type on the html_report__v object is active and the appropriate admin and security profiles have access.
- Select the Publish action on the corresponding HTML Report record page.
- Refresh the page and check the updated values of the Status and Published Date fields.
