Product disbursement trigger handlers and desktop record locking
Key Takeaway
On the desktop site, activate ProductDisbursementSubmitLockHandler in Trigger Handler Administration so submitted product disbursement records get locked. The Salesforce mobile app already includes that locking logic natively, so it needs no extra lock setup.
Sample disbursement lets field reps record the physical samples they give to health care professionals during visits. Reps record them as Product Disbursements, which are tied to the visit. On the desktop site, you must activate two product disbursement trigger handlers in the Life Sciences Commercial Admin Console so disbursements get the required processing, including record locking. The Salesforce mobile app already includes the locking logic, so the lock setup matters for desktop users.
Where reps record samples
Reps log the samples they hand out during a visit in the Product Disbursements related list on the visit. Because they log them there, disbursement records are always tied to a specific visit.