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 status__v	Read
   medical_discussion__v	R	n/a	call_date__v account__v product__v discussion__v interaction__v	Read
   sent_email__v	R	n/a	account__v email_sent_date__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	kol_cda__v mobile_phone_cda__v email_cda__v specialty_1__v primary_parent__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 address__v territory__v	Read
   call2_key_message__v	R	n/a	call2__v call_date__v clm_presentation__v	Read
   approved_document__v	R	n/a	n/a	n/a
   medical_inquiry__v	R	n/a	account__v status__v product__v inquiry_text__v	Read
   medical_insight__v	R	n/a	date__v account__v summary__v status__v	Read
   clm_presentation__v	R	n/a	n/a	n/a

1. Download the Medical HCP 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, end users can view information in the following sections for the current HCP:

• Time Period Specification - When the activity starts (within the last 90 days)
• Account Overview - Most important information, including Primary Parent, whether KOL, Phone, Email, Specialty, and Preferred Address
• My Activity Overview:
• My Interactions - Count of submitted Calls created
• My Medical Discussions - Count of Medical Discussions created
• My Sent Emails - Count of Sent Emails sent
• Total # of Opens - Sum of Sent Emails’ # of Opens
• Total # of Clicks - Sum of Sent Emails’ # of Clicks
• Medical Activity:
• Medical Inquiries - Count of Medical Inquiries created
• Medical Insights - Count of Medical Insights
• My Recent Interactions - Five most recent Calls created, sorted by call date, from most recent to least recent
• My Recent Medical Discussions - Five most recent Medical Discussions created, sorted by call date, from most recent to least recent
• My Recent CLM Presentations - Five most recent CLM Presentations created, sorted by related call date
• Recent Medical Inquiries -Five most recent Medical Inquiries, sorted by created date, from most recent to least recent
• Recent Medical Insights - Five most recent Medical Insights sorted by created date, from most recent to least recent
• My Recent Email Templates - Five most recent Approved Documents sorted by sent date from related Sent Email records, sorted most recent to least recent