Product Metrics for Child Accounts
Product Metrics can be associated with child account records to help field users identify and prioritize their highest-value targets. With access to granular, location-specific data, field users can make informed, data-driven decisions to focus their efforts on locations with the highest prescription volume, greatest growth opportunity, or biggest competitive threat.
For example, an HCP’s prescribing habits for certain products are typically formed by the organization they are associated with. Users can record the HCP’s position on those products and have that information available when recording a call.
Who can use this feature?
- End Users - iPad (Browser coming soon)
- Using Product Metrics for Child Accounts
- Users do not require an additional license
Configuring Product Metrics for Child Accounts for
End Users
To configure this feature:
- Ensure Configuring Product Metrics for Accounts is complete.
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Navigate to Admin > Users & Groups > Permission Sets.
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Select the appropriate permission set.
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Select Objects.
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Grant the following permissions:
Object Object Permission Object Types Fields Field Permission product_metrics__v
CRE
product_metrics__v
- location__v
- location_child__v
- location_parent__v
Edit
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Grant View permission to the child_account_ratings__v object control on the child_account__v object.
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Navigate to Business Admin > Objects > veeva_settings__v.
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Select the Enable Child Account check box
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Select Save
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Navigate to Admin > Configuration > Objects.
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Select child_account__v
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Select Layouts
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Add the child_account_ratings__v section control to the appropriate layout
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Navigate to Business Admin > Objects > vmobile_object_configuration__v.
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Add the following WHERE clause for the appropriate product_metrics__v mobile device:
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WHERE (account__v__r.name != null ) or (location__v__r.child_account__v__r.name != null and location__v__r.parent_account__v__r.name != null)
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Ensure the Account Lookup Field does not contain a value
Using Product Metrics for Child Accounts as
End Users
Users can view and update Product Metrics from the Child Account detail page. The same logic applies for Product Metrics for Child Accounts as Product Metrics for Accounts.
