Health Cloud Administration
jEnable Intelligent Sales
Before your users can use Intelligent Sales, you must enable the Intelligent Sales and
Visit Inventory Management org prefs in your Salesforce org.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences |
| User Permissions Needed | |
|---|---|
| To configure settings: | Customize Application |
- From Setup, enter Inventory Settings in the Quick Find box and select Inventory Settings.
- Set Visit Inventory Management to enabled.
- Enter Intelligent Sales Settings in the Quick Find box and select Intelligent Sales Settings.
- Set Intelligent Sales to enabled.
- Enter Visit Calendar Settings in the Quick Find box and select Visit Calendar Settings.
- Enable Add Visits to Salesforce Calendar.
Your Salesforce org now has access to the Intelligent Sales app and the Visits data
model.