Oracle CRM On Demand Documentation Library: Related Information Sections for the LS Field Sales Rep Role Page Layouts

Table 3 shows the related information sections, specific to life sciences, that company administrators make available (that is, move to the Displayed Information section) in the custom page layouts that support the LS Field Sales Rep role. Other general information sections (such as Campaigns, Leads, Opportunities, and Contacts), which are relevant to all industry editions, must also be made available.

Table 3. Related Information Sections for the LS Field Sales Rep Role Page Layouts
Record Type	Page Layout	Displayed Information
Account	LS Account Page Layout	Account Event
		Account Relationships
		Account Team
		Account Survey
		Addresses
		Calls
		Contacts
		Objectives
		Orders
		Plan Accounts
		Revenues
Activity	LS Account Call Page Layout NOTE: It is recommended that you display Attendee Call instead of Contacts (but not both) on the LS Account Call Page. It is recommended that you display either Available Products for Detailing or Products Detailed, either Available Promotional Items for Drop or Promotional Items, and either Available Samples for Drop or Samples Dropped. Each pair of related information sections contains similar information, but you can display all six sections if required and in any combination.	Activity Assessments
		Attendee Calls or Contacts
		Available Message Plans
		Available Products for Detailing or Products Detailed NOTE: For additional considerations on Products Detailed, see Call Product Detail Page Layout.
		Available Promotional Items for Drop or Promotional Items
		Available Samples for Drop or Samples Dropped
		Contacts
		Message Responses
		Sample Requests
		Sample Transactions
		Signature
		Solutions
		Custom Objects 01-03
Activity	LS Contact Call Page Layout NOTE: It is recommended that you display either Available Products for Detailing or Products Detailed, either Available Promotional Items for Drop or Promotional Items, and either Available Samples for Drop or Samples Dropped. Each pair of related information sections contains similar information, but you can display all six sections if required and in any combination.	Activity Assessments
		Available Message Plans
		Available Products for Detailing or Products Detailed NOTE: For additional considerations on Products Detailed, see Call Product Detail Page Layout.
		Available Promotional Items for Drop or Promotional Items
		Available Samples for Drop or Samples Dropped
		Contacts
		Message Responses
		Sample Requests
		Sample Transactions
		Signature
		Solutions
		Contact Best Times (read-only)
		Custom Objects 01-03
Activity	LS Attendee Call Page Layout NOTE: It is recommended that you display either Available Products for Detailing or Products Detailed, either Available Promotional Items for Drop or Promotional Items, and either Available Samples for Drop or Samples Dropped. Each pair of related information sections contain similar information, but you can display all six sections if required and in any combination.	Available Products for Detailing or Products Detailed For additional considerations on Products Detailed, see Call Product Detail Page Layout
		Available Promotional Items for Drop or Promotional Items
		Available Samples for Drop or Samples Dropped
		Message Responses
		Sample Requests
		Sample Transactions
		Signature
		Custom Objects 01-03
Activity	LS Smart Call Page Layout	Products Details
		Promotional Items
		Samples Dropped
Allocation	LS Allocation Page Layout	Audit Trail
Allocation	LS Allocation Page Layout	Books
Business Plan	LS Business Plan Page Layout	Activities
		Books
		Business Plans
		Business Plan Assessment
		Business Plan Team
		Objectives
		Plan Accounts
		Plan Contacts
		Plan Opportunities
Contact	LS Contact Page Layout	Accounts
		Addresses
		Calls
		Contact Best Times
		Contact Relationships
		Contact State Licenses
		Contact Team
		HCP Contact Allocations
		Event
		Orders
		Objectives
		Plan Contacts
		Blocked Products
		Referrals
		Revenues
		Signature
Event	LS Event Page Layout	Account Event
		Books
		Completed Activities
		Custom Objects 01-40 ¹
		Invitees
		Open Activities
		Event Team
Inventory Period	LS Inventory Period Page Layout	Books
		Custom Objects 01-40 ¹
		Inventory Audit Reports
		Sample Inventory
		Sample Transactions
Invitee	LS Invitee Page Layout	Custom Objects 01-40 ¹
Messaging Plan	LS Messaging Plan Page Layout	Books
		Message Responses
		Messaging Plan Items
	LS Messaging Plan Call Objective Plan Page Layout ²	Books
		Message Responses
		Messaging Plan Items
Messaging Plan Item	LS Messaging Plan Item Page Layout	Message Responses
		Messaging Plan Item Relations
		Custom Objects 01-40 ¹
	LS Messaging Plan Item Call Objective Page Layout ²	Message Responses
		Messaging Plan Item Relations
		Custom Objects 01-40 ¹
Messaging Plan Item Relations	LS Messaging Plan Item Relations Page Layout	Custom Objects 01-40 ¹
Messaging Plan Item Relations	LS Messaging Plan Item Relations Next Call Objective Page Layout ²	Custom Objects 01-40 ¹
Message Response	LS Message Response Page Layout	Custom Objects 01-40 ¹
Message Response	LS Message Response Outcome Page Layout ²	Custom Objects 01-40 ¹
Objective	LS Objective Page Layout	Activities
		Books
		Objectives
		Objective Assessment
		Objective Team
		Opportunities
Order	LS Order Page Layout	Order Items
		Order Team
		Books
		Custom Objects 01-40 ¹
Sample Disclaimer	LS Sample Disclaimer Page Layout	Related Disclaimers
Sample Inventory	LS Sample Inventory Page Layout	Custom Objects 01-40 ¹ NOTE: Custom objects are not available for sample inventory records by default. If you require custom objects to be made available for sample inventories, then contact Customer Care to set this up for your company.
Sample Lot	LS Sample Lot Page Layout	Books
Sample Lot	LS Sample Lot Page Layout	Custom Objects 01-40 ¹
Sample Request	LS Sample Request Page Layout	Sample Request Team
Sample Request	LS Sample Request Page Layout	Books
Sample Transaction	LS Sample Transaction Page Layout NOTE: For sample transactions, you must use the user mode for record ownership because each sample transaction must be related to an inventory period for a specific user. Do not configure book mode or mixed mode for sample transactions. For more information on record ownership modes, see Oracle CRM On Demand Online Help.	Books
		Custom Objects 01-40 ¹
		Transactions Items
Solution	LS Solution Page Layout NOTE: Remove Service Requests from Displayed Information.	Books
		Messaging Plans
		Messaging Plan Items
		Messaging Plan Item Relations
		Related Solutions
Transaction Item	LS Transaction Item Page Layout	Custom Objects 01-40 ¹
¹You can set up custom objects as required, up to custom object 40. However,custom objects 16-40 require special permission. See About Custom Objects. ² Page layouts for structured product messaging are not available by default and must be set up by the Life Sciences administrator as described in Setting Up Structured Product Messaging Dynamic Page Layouts.

Configuration Guide for Oracle CRM On Demand Life Sciences Edition, Release 37		Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.