Visit lifecycle stages and compliance checkpoints
Key Takeaway
A visit moves through plan, engage and conclude, with compliance checkpoints at each stage. Signature and submission lock the finished visit. Unlocking a submitted visit is opt-in: keep VisitLockHandler active, turn on the "Unlock submitted visit" setting for the users who need it, and add the "Unlock" quick action with visibility rules.
In Life Sciences Cloud for Customer Engagement, a field visit moves through three stages: plan and schedule, perform the engagement, and conclude by submitting the record. Compliance is built into each stage as automatic checkpoints. Validations run when a visit is scheduled or created. License and eligibility checks run during the visit. At the end, signature, submission, locking and snapshot controls turn the finished visit into an audit-ready record.
The three stages and visit Status
The visit lifecycle has three stages:
- Plan and schedule in the Field Calendar.
- Engage from the Visit Engagement page.
- Conclude by saving, submitting and following up.
Remote visits use the same workflow as in-person visits, so records stay consistent whatever the format.
A visit's Status has two values. Planned is the default and acts as a draft. Completed means the visit is submitted. If a rep saves a visit without submitting it, the visit stays Planned. Salesforce tracks unsubmitted visits and shows activity pace against visit goals.