Using the Commercial HCO Page Template

The Commercial HCO page template helps content creators to quickly create an X-Pages Studio page that allows end users to view HCO account-level data, including Calls, Key Messages, and Call Samples all in one place. Content creators can customize the page template using X-Pages Studio.

For information on using X-Pages Studio page templates and configuring content creators to use page templates, see Using X-Pages Studio Page Templates.

Who can use this feature?

  • Browser, iPad Users
  • Users do not require an additional license
  • Content Creators, End Users

Configuring the Commercial HCO Page Template for

To configure this feature:

  1. Ensure Configuring X-Pages is complete.
  2. Ensure Configuring X-Pages Studio is complete and the user has deployment permissions.

To configure this feature:

  1. Navigate to Admin > Users & Groups > Permission Sets.

  2. Select the appropriate permission set.

  3. Select the Objects tab.

  4. Grant the following permissions:

Object

Object Permission

Object Types

Fields

Field Permission

call2__v

R

n/a
  • account__v
  • clm__v
  • call_channel__v
  • call_date__v
  • call_datetime__v

Read

sent_email__v

R

n/a
  • account__v
  • email_sent_date__v
  • product__v
  • approved_email_template__v
  • click_count__v
  • open_count__v

Read

html_report__v

R
  • acccount_reports__v
  • account_profile_override__v

You only need to grant access to the record type for the page you want to deploy.

n/a

n/a

account__v

R

n/a
  • group_specialty_1__v
  • group_specialty_2__v

Read

address__v

R

n/a
  • street_address_1_cda__v
  • street_address_2_cda__v
  • city_cda__v
  • state_province__v
  • postal_code_cda__v

Read

tsf__v

R

n/a
  • account__v
  • my_target__v
  • address__v
  • territory__v

Read

call2_detail__v

R

n/a
  • call2__v
  • product__v

Read

call2_key_message__v

R

n/a
  • call2__v
  • clm_presentation__v

Read

my_setup_products__v

R

n/a

 product__v

Read

product__v

R

n/a
  • company_product__v
  • product_type__v

Read

Using the Commercial HCO Page Template as

  1. Download the Commercial HCO Page Template.
  2. Log into X-Pages Studio.
  3. Create a page using the page template.
  4. Customize the page as needed. This step is optional.
  5. Deploy the new page using X-Pages Studio.

Before any customization, users can view information in the following sections:

  • Account Overview - Displays important fields for an HCO Account
  • Time Period - Indicates that the data displayed in the other sections is limited to the last 90 days.
  • Activity Overview - Displays the number of Calls and Calls with CLM recorded for the current HCO Account, number of Sent Emails, and count of opens and clicks
  • Channel Trends - Displays the number of Calls and Emails based on the Call Channel and Sent Email objects for the previous 90 days for the current account
  • Activity by Product - Displays the user’s MySetup products and number of related Calls and emails submitted for the current account
  • Child Accounts - Displays the current HCO's primary child accounts and activity performed for those accounts
  • Recent Calls - Displays calls from the previous 90 days for the current HCO account
  • Top CLM Presentations - Displays CLM presentations shown to the current HCO account during calls for the previous 90 days, the most recent call date, and the number of calls
  • Top Email Templates - Displays email templates sent to the current HCO account for the previous 90 days, the open count, click count, and number of emails

Related Topics

Using the Commercial HCP Page Template

Using the Commercial Territory Page Template

Using X-Pages Studio Page Templates