Account Management

Account Management in the Life Sciences industry is crucial for organizations to effectively manage their relationships with healthcare providers (HCPs) and healthcare organizations (HCOs). The profile information serves as a foundation for various operational activities within the organization, providing a comprehensive view of HCPs and HCOs including their contact and social network details, specialties, affiliations, business licenses, ratings to segment and categorize HCPs and HCOs, as well as territory and product, and team-specific details. Life Sciences Cloud extends the Salesforce Core Account data model allowing organizations to create a holistic view of their customers providing up-to-date information in support of their business priorities.

Account Management entity relationship diagram

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

Account Management Objects in Life Sciences Customer Engagement

To learn more about all objects used in Life Sciences, see Life Sciences Objects.

Data Change Requests

With Data Change Requests, organizations can implement configurable data validation processes that are tailored to their specific business needs. Validate data changes by objects and fields and configure data changes by profile and record type. Data Change Requests support controlled data synchronization of externally managed data domains.
Merge Management

Maintain the integrity of your healthcare provider and healthcare organization profile information with a configurable process that removes duplicated account data. Users can either manually merge or receive merge requests from external sources to consolidate into a single winning account and remove the losing account. This capability provides organizations with a single, accurate view of the HCPs and HCOs that they work with.

See Also