Using the Commercial HCP Page Template
The Commercial HCP page template helps content creators to quickly create an X-Page that allows end users to view HCP account level data, including call interactions, 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 HCP Page Template for

To configure this feature:
- Ensure Configuring X-Pages is complete.
- Ensure Configuring X-Pages Studio is complete and the user has deployment permissions.

To configure this feature:
-
Navigate to Admin > Users & Groups > Permission Sets.
-
Select the appropriate permission set.
-
Select the Objects tab.
-
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
- account_reports__v
- kol_profile__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
- mobile_phone_cda__v
- email_cda__v
- specialty_1__v
- 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_details__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 HCP Page Template as

- Download theCommercial HCP Page Template.
- Log into X-Pages Studio.
- Create a page using the page template.
- Customize the page as needed. This step is optional.
- 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 HCP Account
- Activity Overview - Displays the number of Calls and Calls with CLM , Emails, Clicks, and Opens recorded for the current HCP account
- Channel Trends - Displays the number 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 HCP's child accounts and activity performed for those accounts
- Recent Calls - Displays calls from the previous 90 days for the current HCP account
- Top CLM Presentations - Displays the top recent CLM presentations shown during calls for the previous 90 days, the most recent call date, and the number of calls
- Top Email Templates - Displays the top recent emails templates from the previous 90 days submitted, and the number of opens, clicks, and sent emails for the current account