Suggestions Objects

The suggestions module consists of four objects:

• suggestion__v – Stores basic information for suggestions: Title, Reason, Priority
• suggestion_feedback__v – Captures information on user activity: Dismiss, Feedback Dialog, Action Activity
• suggestion_tag__v – Stores information on key suggestion attributes: Product and Driver
• stakeholder_preference__v – Stores information on HCP/HCO preferences for channel communication and different types of offerings

Suggestions Object Types

The object types on the suggestion__v object correspond to the actions available to associate to a suggestion. These object types are populated via a trigger based on the record_type_name__v field on the suggestion object.

• call__v – Assigns a Schedule a Call action to the suggestion
• call_objective__v – Assigns a Call Objective action to the suggestion
• insight__v – Used when there is no direct action associated with the information being presented

The object types on the suggestion_tag__v object associate one-to-many products and drivers with a suggestion.

Object types are used on the suggestion_feedback__v object to indicate what type of feedback is being captured.

For the Stakeholder Preferences object, two object types are supported:

• Offer Preference – Used to indicate, on a 5 point scale, how HCP/HCO engagement varies based on the type of offer presented, product, or promotional offerings, for example, samples or vouchers
• Channel Preference – Used to indicate, on a 5 point scale, HCP/HCO preferences for interaction via specific channels

The suggestion__v object type on the call_objective__v object that drives behavior for creating Call Objectives from a Suggestion.

Suggestions Attributes

• Suggestion Priority - A Suggestion can have two priorities, Urgent or Normal. This is configured by the priority__v picklist field on the suggestion__v object.

  A priority value is required for Suggestions for the functionality to work. Suggestions do not display correctly if the priority__v field is null.

• Suggestion Title – This is a text field used to provide the content for the recommended action or Insight. If more details are available, the Suggestion Title is a link that expands to display the full detail of the Suggestion.
• Suggestion Reason - The Suggestion reason__v field is a long text field. This field supports the following html tags for rich text formatting:
• Paragraph - <p></p>
• Line Breaks - <br>
• Bold - <b></b>
• Italics - <i></i>
• Underline - <u></u>
• Unordered list - <ul> <li>item1</li> </ul>
• Ordered list - <ol> <li>item1</li> </ol>
• Hyperlinks
• Driver Tag
• Product Tag

A suggestion does not display if the user is not assigned to one or more products associated with that suggestion, or if the product is restricted for the account.

If the reason text extends past four lines, an ellipsis displays. The additional text displays by selecting the Suggestion Title.

1. Ensure Configuring Accounts is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.

4. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   approved_document__v	CRE	n/a	n/a	n/a
   call2__v	CRE	n/a	suggested_call_channel__v suggested_call_datetime__v suggested_call_date__v	Read
   call_objective__v	CRE	clm__v	n/a	n/a
   clm_presentations__v	CRE	n/a	n/a	n/a
   stakeholder_preference__v	CRED	stakeholder_preference__v channel_preference__v offer_preference__v Not needed if using dataloader trigger	account__v name__v record_type_name__v title__v type__v value__v	Read
   suggestion__v	CRED	suggestion__v call_objective__v call__v email__v insight__v Not needed if using dataloader trigger	account_priority_score__v account__v action_count__v actioned__v call_objective_clm_id__v call_objective_from_date__v call_objective_on_by_default__v call_objective_record_type__v call_objective_to_date__v dismiss_count__v dismissed__v display_dismiss__v display_mark_as_complete__v display_score__v email_template_product_id__v email_template_vault_id__v email_template__v expiration_date__v mark_complete_count__v marked_as_complete__v name__v no_homepage__v planned_call_channel__v planned_call_datetime__v planned_call_date__v posted_date__v priority__v reason__v suggestion_external_id__v suppress_reason__v title__v	Read
   suggestion_feedback__v	CRED	suggestion_feedback__v activity_execution__v dismiss__v mark_as_complete__v	account__v activity_execution_type__v call_objective__v call2__v dismissfeedback1__v dismissfeedback2__v dismissfeedback3__v dismissfeedback4__v mobile_id__v sent_email__v suggestion__v	Read
   suggestion_tag__v	CRED	suggestion_tag__v driver__v email_fragment__v product__v	detail_group__v driver__v email_fragment_order__v email_fragment__v external_id__v product__v suggestion__v	Read

5. Create a new layout for the suggestion__v object type on the call_objective__v object with the following fields:
   • name__v
   • suggestion_reason__v
   • from_and_to_date__v
   • product__v
6. Ensure the clm__v layout on the call_objective__v object contains the suggestion_reason__v and name__v fields.

Optional Configuration

1. Select the no_homepage__v check box on the suggestion__v object if you do not want to display Suggestions on the home page. (Optional)
2. Select the suppress_reason__v check box is selected if you do not want to display the reason text on the Home page view. It only displays on the Account Overview Timeline panel and when drilling into the Suggestion detail from the Home page. (Optional)

To configure this feature: 

1. Ensure Accounts is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.

4. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permissions
   account_overview_layouts__v	R	n/a	n/a	n/a
   approved_document__v	R	n/a	vault_document_id__v vault_instance_id__v	Read
   call2__v	CRE	n/a	all	Edit
   call_objective__v	R	clm__v suggestion__v	all	Edit
   clm_presentations__v	R	n/a	presentation_id__v status__v	Read
   product__v	R	n/a	n/a	n/a
   stakeholder_preference__v	R	n/a	account__v name__v title__v type__v value_v	Read
   suggestion__v	CRE	call_objective__v call__v email__v insight__v	account__v account_priority_score__v action_count__v actioned__v call_objective_clm__v call_objective_from_date__v call_objective_on_by_default__v call_objective_record_type__v call_objective_to_date__v dismiss_count__v dismissed__v display_dismiss__v display_mark_as_complete__v display_score__v email_template_product_id__v email_template_vault_id__v email_template__v expiration_date__v mark_complete_count__v marked_as_complete__v name__v no_homepage__v planned_call_channel__v planned_call_datetime__v planned_call_date__v posted_date__v priority__v reason__v suggestion_external_id__v suppress_reason__v title__v	Read
   suggestion_feedback__v	CRE	all	account__v activity_execution_type__v call_objective__v call2__v dismissfeedback1__v dismissfeedback2__v dismissfeedback3__v dismissfeedback4__v mobile_id__v sent_email__v suggestion__v	Read
   suggestion_tag__v	R	driver__v email_fragment__v product__v	detail_group__v (optional) driver__v email_fragment_order__v email_fragment__v external_id__v product__v suggestion__v	Read

5. Grant View access to the Suggestions object control on the vmobile_home_page_layout__v object.
6. Activate the appropriate VMOCs for the following objects:
   • suggestion__v
   • suggestion_tag__v
   • suggestion_feedback__v
7. Create a layout on the call_objective__v object for object type suggestion__v.

8. Populate the record_type_name__v fields on the suggestion__v object with one of the following values: 

   • insight__v – To assign suggestions as insights
   • call_objective__v – To assign call objective actions to suggestions
   • call__v – To schedule calls from suggestions
   • email__v – To assign a sent email action to a suggestion
9. Select the email_template__v check box on the suggestion__v object if a template should display as part of the suggestion.

Optional Configuration

Add the appropriate fields to the call2__v page layout as read-only fields to provide users with a visual reminder of the suggested call channel, datetime, or date for call-type suggestions:

• suggested_call_channel__v
• suggested_call_datetime__v
• suggested_call_date__v