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Visit Management

Visit Management supports the call planning and execution process in the Life Sciences Industry. Field users can engage compliantly with accounts through various channels such as face-to-face, phone, and remote. With integrated intelligent content and remote engagement capabilities, field sales representatives and medical teams can plan, execute, and report on visits to healthcare providers and healthcare organizations. Information entered in a provider visit typically includes product details, product messages, presentations, marketing items and samples. Provider Visit Management also supports various compliance requirements regarding sample eligibility, sample limits and allocations, and e-signature capture.

The data model diagram for Advanced Therapy Management with Health Cloud objects and Salesforce Scheduler objects.

For more details and a larger image, visit the Data Model Gallery.