Agentforce Life Sciences Consultant Study Guide
- Platform Administrator
- Platform App Builder
- Platform Foundations
- Platform Developer
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- Agentforce Sales Foundations
- Business Analyst
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- Agentforce Specialist
- Agentforce Life Sciences Consultant
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Checklist progressProgress
0/279Learned
Checklist progressProgress
0/279Learned
Given a scenario, configure and manage Account and Relationships master data
0/25
Given a scenario, describe the processes and tasks needed to set up, configure, and troubleshoot the Agentforce Life Sciences mobile application
0/14
- Agentforce Life Sciences mobile app prerequisites and offline scope
- Object metadata cache configuration for offline mobile data
- Generating the metadata cache after configuration changes
- Mobile sync settings for offline duration and data usage
- Mobile application, passcode, and UI settings by org default and profile
- Mobile app translations for multilingual field teams
- Global Search in the mobile app
- Mobile app versus desktop site feature and component support
- Deep linking into the mobile app from external apps
- LSC Apps for extending the mobile app with custom components
- Diagnosing records or lookup values missing on the mobile app
- Device Sync Summary errors and the time-mismatch warning
- Profile names that break metadata cache generation
- Mobile Device Management distribution of the mobile app
Apply security and system configuration fundamentals for Agentforce Life Sciences
0/9
- Permission sets and permission set licenses for Life Sciences personas
- Profile and page layout minimization strategy
- Field-level security versus page layouts for sensitive HCP data
- Territory-based account access versus role hierarchy and sharing rules
- Admin Console hierarchical settings at org default and profile levels
- Audit trail and field history tracking for regulated Life Sciences records
- Platform automation support on desktop versus the Agentforce Life Sciences mobile app
- Security Exclusion and user access enforcement in trigger handlers
- Agentforce trust and access controls for Life Sciences agents
Given a scenario, implement consent and subscription management for data privacy compliance
0/10
- Agentforce Life Sciences consent data model and the consent giver
- Communication subscriptions and data use purpose for product-level consent
- Engagement channel types, subscription channel pairing and contact points
- Consent status options and the Not Asked setting
- Consent capture entry points on record pages and the mobile app
- Consent proof requirements on desktop versus mobile
- Consent save workflow and compliance snapshot audit trail
- Filtering subscriptions, disclaimers, and terms by audience and territory
- Object permissions and record sharing for consent data
- Confirmation email to an HCP after consent capture
Given a scenario, configure Territory Management and assignment rules for account and product alignments
0/15
- Life sciences territory alignment data model
- Enterprise Territory Management account assignment rules for life sciences accounts
- Territory model states and previewing account assignments
- Align Account to Territory job for manual and externally loaded assignments
- Align Zip to Territory versus Align Brick to Territory
- Affiliation alignment rules for territories
- Manual territory alignment of affiliated accounts by field users
- Troubleshooting accounts that fail to align to territories
- Product-territory alignment states and inheritance
- Parent Territory Product Alignment admin setting
- Bulk product-territory alignment from external systems
- Product message alignment and exclusion by territory
- Territory product alignment versus account-level product restrictions
- Territory Planning setup and processing for Agentforce Life Sciences
- Territory Planning area qualification with geographic containers and rules
Given a scenario, configure Agentforce Life Sciences
0/14
- Agentforce Life Sciences domains and the Customer Engagement add-on
- Org readiness, licensing, and the Customer Engagement managed package
- Discovery workshops and user story backlog for Customer Engagement
- Phased implementation sequencing for Customer Engagement features
- Life Sciences product catalog structure and classification
- Customer Engagement home page tailored by profile
- App Alerts for field user notifications
- Multi-step workflows and multi-object components
- License validation checks for regulated engagement
- Agentforce Life Sciences agent skills, topics, and actions for Customer Engagement
- Salesforce products that extend Customer Engagement
- Trigger handler management during data migration
- Functional testing and release of Customer Engagement configuration
- Monitoring packaged batch and integration jobs
Set up Intelligent Content, Presentations, and Field Email templates
0/17
- Presentation source files and creation methods
- Product, key message, and mandatory settings on presentation pages
- Activation schedules and version control for approved content
- Territory distribution and sharing for presentations and email templates
- Targeted versus recommended presentations
- Presentation player, feedback, and tracking settings
- Surfacing the content library in visits and account lists
- Sharing presentations by email attachment versus secure link
- Expanded presentation search versus Data 360 smart content search
- Org readiness and email verification for Field Email
- Email template setup options for field reps
- Email template ZIP files and dynamic content capabilities
- Reusable email fragments versus standard Salesforce email templates
- Communication subscriptions and consent on Field Email templates
- Mobile app metadata cache for Field Email objects
- Presentation engagement metrics and click stream data retention
- Email queue monitoring, scheduled email jobs, and engagement tracking
Create standard reports, dashboards, and TabNext industry metrics
0/11
- Standard and custom report types for Life Sciences engagement reporting
- Dashboard running user and folder access for field reps and managers
- Report Chart and Dashboard components on Life Sciences Lightning pages
- Sales Data charts for prescription and drug distribution data
- Mobile Reports tab settings in the Agentforce Life Sciences Admin Console
- Report chart and dashboard support in the Agentforce Life Sciences mobile app
- Life Sciences Data Kit for Data 360 integration
- Lightning reports on Data 360 DMOs and calculated insights
- Tableau Next metrics on semantic models for field KPIs
- Embedding Tableau Next Metric, Visualization, and Dashboard components on Lightning pages
- Followed-metrics tab in the Agentforce Life Sciences mobile app
- Activity plan building blocks: Time Period records and activity measure types
- Org readiness prerequisites for activity plans
- Choosing an activity plan type
- Associating activity plans with territories
- Account-level goals and goal measures by activity type
- Product-specific goal measures for launch focus
- Activity plan status lifecycle and transition owners
- Activity Plan Review prerequisites and tab setup
- Review tab role checks from territory membership
- Review deadlines and change thresholds for plan reviews
- Rep and manager proposals during plan review
- Final admin approval and activation of activity plans
- Activity plan batch jobs and goal progress calculation
- Goal progress tracking with list views and Activity Plan components
- Mid-cycle Activity Plan Adjustments
- Bulk goal editing and territory alignment sync
- Cloning a previous activity plan for a new cycle
- Activity weights and product weights in weighted goal plans
- Calendar setup prerequisites across dependent features
- Calendar event types and scheduling visits from the calendar
- Calendar grid display: visit preview, views, and filters
- Planner settings applied org-wide versus per profile
- Holiday mapping to business hours for scheduling
- Visit routines for recurring call patterns
- Best time suggestions for HCP and HCO visit scheduling
- Visit scheduling validations for overlaps and call frequency
- Mirror territory shared calendar configuration
- My Team calendar view for field managers
- Time Off Territory prerequisites and downtime data model
- Time Off Territory time input modes and time slots
- Enabling Time Off Territory rules versus standard TOT validations
- Time Off Territory rule scope by event type, profile, and TOT type
- Working days calculation for activity plans from TOT
- Account plans versus territory business plans
- Key Account Management plans versus Activity Plans
- Design-time template objects versus run-time plan records
- Key Account Management access and trigger handler prerequisites
- Goal definition templates and cascading goal levels
- Action plan templates and template assignment for KAM
- Account plan stakeholder mapping and influence attributes
- Account plan participants and participant-stakeholder connections
- Account plan products, related plans and strategic (SWOT) analysis
- Tracking plan progress with completion status mappings
- Sprints for time-boxed KAM plan execution
- Updating KAM assessment tasks from visit records
- Offline Key Account Management in the Agentforce Life Sciences mobile app
- Action plan framework column customization
- Next Best Action recommendation records and data sources
- Next Best Action trigger handlers and user access setup
- Next Best Action dependencies on visits, email, and Planner settings
- Next Best Customer data, account scores, and rationales
- Next Best Customers home page component setup
- Next Best Customer in the Agentforce Life Sciences mobile app
- Next Best Customer versus Next Best Action versus Next Best Message
- Persona permission sets for Agentforce Life Sciences AI features
- Enabling Agentforce account summarization for Customer Engagement
- Agentforce visit planning topics and actions
- Briefings audio summaries for pre-visit preparation
- Remote engagement org permission, user permission and permission sets
- Twilio setup for credentials, HCP Experience Cloud site and trusted URLs
- Microsoft Teams setup and settings for remote engagement
- Remote engagement trigger handlers for session keys and invitations
- Start Remote Session actions from account lists and account records
- Invitation emails and change notifications for remote sessions
- Conducting and concluding remote visits with each service provider
- Remote signatures for products, samples and product discussions
- Signature disclaimers for remote sessions with compliance statement definitions
- Remote consent capture during virtual HCP visits
- Mobile metadata cache and device support for remote engagement
- Twilio versus Microsoft Teams for HCP join and field user experience
- Remote service provider fit for content control and engagement tracking
- Multiple remote engagement service providers with separate visit channels
- Visit and Provider Visit data model
- Visit lifecycle stages and compliance checkpoints
- Visit Management Admin Console and org readiness
- Visit record types, channels and record type routing
- Field Calendar scheduling tools for planning visits
- Visit entry points and Quick Visit actionable list views
- Pre-call preparation with Smart Summary and Account Timeline
- Automated visit validations at scheduling and launch
- Visit Engagement page sidebar, fields and troubleshooting
- Product detailing versus product discussions in visits
- Presenting Intelligent Content with the presentation player in visits
- Recommendations sidebar for Next Best Messages and Content in visits
- In-visit sample distribution checks and HCP license validation
- Capturing HCP consent during an in-person visit
- Surveys launched during HCP visits
- Capturing next visit objectives
- Visit compliance statements and electronic signature capture
- Visit snapshot denormalization for audit traceability
- Visit record page and post-visit features
- Managing visits in Service Console subtabs
- Group visits and attendee-level visit data
- Joint visits with internal attendees and team visit sharing
- Visit Agent voice-based visit logging
- Mobile metadata cache for visit management
- When to use Medical Insights versus product discussions and surveys
- Per-profile Insight Settings in the Admin Console
- Subject hierarchy for categorizing Medical Insights
- Quick actions for capturing Medical Insights from Home, Account and Visit
- Insight capture entry points and contextual pre-population
- Insight layouts, field sets and related lists on Account and Visit records
- Medical Insights Feed and tab access on web and mobile
- Upvoting, tag filtering and linking for insight collaboration
- Automatic territory-based sharing of Medical Insights
- Extending insight visibility with public groups and sharing rules
- Restricting visibility of sensitive Medical Insight topics
- Mobile metadata cache for capturing Medical Insights
- Formal Medical Inquiries versus Medical Insights
- Parent Case versus child Inquiry in the Medical Inquiry data model
- Medical inquiry lifecycle stages and role responsibilities
- Profiles and permission sets for reps and MSLs in Medical Inquiries
- Matching Medical Inquiry record types on Case and Inquiry
- Case statuses and support process for the inquiry status ladder
- Workflow path stage operations for Medical Inquiries
- Update Record versus Open Component workflow actions for inquiries
- Persona-based action visibility on the Inquiry record
- Inquiry record page components and New/Edit button overrides
- Account record page inquiry tab and one-click inquiry creation
- Rep creation and submission of a medical inquiry
- Capturing medical inquiries during a visit on mobile and desktop
- Rep signature attestation and disclaimer for Medical Inquiries
- Subjects, queues and routing of inquiries to Medical Affairs
- MSL review, assignment and response to medical inquiries
- Sharing settings for Inquiry Question records
- Territory-based inquiry sharing with the MIRF Share Management job
- Territory product quantity allocations versus sample limits
- Sample limit template product assignments and product-level rules
- Account segments for targeted sample limits
- Sample limit initialization: batch job versus automatic initialization for new accounts
- Provider sample limit and transaction records for tracking HCP consumption
- Enabling HCP sample limits validation during visits
- Updating or replacing sample limits after template and rule changes
- Monitoring and reprocessing sample limit batch jobs
- Setting up territory product quantity allocation records
- Drop versus Ship allocation types for territory allocations
- Territory quantity allocation validation and enforcement mode
- Batch and lot traceability controls for sample distribution
- License Management validations for sample eligibility
- Sample limit template types for regional sampling rules
- Choosing among sample inventory, territory allocation and HCP limit validations
- Product disbursement trigger handlers and desktop record locking
- Sample inventory setup records: locations, product items and batch items
- Sample disbursement setup and Samples sidebar visibility
- HCO account record types eligible to receive samples
- Sample Drop versus Direct to Practitioner disbursement
- Sample signature capture and validation timing on mobile versus desktop
- Sample replenishment requests and approval controls
- Acknowledging received shipments and transfers
- Sample transfers between reps and returns to the warehouse
- Sample inventory validation during disbursement
- Unresolved product disbursements and their resolution
- Offline Sample Inventory Management in the mobile app
- Inventory count data model: assessment versus product batch item records
- Inventory count assessment types and when to use each
- Profile versus org-wide Sample Inventory Management settings for counts
- Self-audits versus peer audits of inventory counts
- Automatic discrepancy adjustments versus manual Adjustment operations
- Field sets versus custom action overrides for count and adjustment screens
- User access to Sample Inventory Management and its dashboard tab
- Sample Inventory Management dashboard components for monitoring the stock lifecycle
- Sample stock dashboards for field reps versus district managers
- Report types on sample inventory transaction objects
- Reporting on territory product quantity allocation usage
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