Agentforce Life Sciences mobile app prerequisites and offline scope
Key Takeaway
The app saves records on the iPad first. Validation rules and Agentforce Life Sciences trigger handlers run on the device, but Apex triggers and before-save and after-save flows run only on the Salesforce server when the app syncs.
The Life Sciences Cloud mobile app is an iPad app for reps in the field. Reps use it to work with healthcare professionals and organizations, including their data, content (PDFs, HTML5, and videos), reports, and smart summaries. The app works with or without an internet connection. Reps save records to a local database on the iPad. Those records reach Salesforce only when the app syncs. A consultant needs to know what the app requires before rollout. A consultant also needs to know which logic runs on the device and which logic waits for the sync.
What the app requires
Before rollout, check the org and the iPads. The org needs these three things:
- Enterprise or Unlimited Edition with Life Sciences Cloud
- The Life Sciences Cloud for Customer Engagement Add-on license
- The Life Sciences Customer Engagement managed package
The app is available in Lightning Experience. Reps get the app from the Apple App Store. Supported devices must run iOS 26.0 or later:
- iPad (11th generation)
- iPad Air 11-in and 13-in (7th generation)
- iPad Pro 11-in and 13-in (7th generation)