Create Visits for Surgical Cases

Sales operatives and sales managers can now create product visits for their surgical cases, and assign the right sales reps and products for those visits.

Where: These changes apply to Lightning Experience in Enterprise and Unlimited editions where Health Cloud is enabled.

Who: To use Intelligent Sales for Health Cloud, your Salesforce org and users must have the Health Cloud and Health Cloud Add-On licenses provisioned.

Why: Using visits, sales operatives, sales managers, and sales reps can track the orders they have to fulfill. Visits also have handy information such as the required products, contact points at the site, and tasks sales reps must perform during the visit.

How: Enable the Intelligent Sales and Visit Inventory Management org prefs.