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  3. Agentforce Life Sciences Consultant

Agentforce Life Sciences Consultant

Checklist progress

0/189Learned

Agentforce Life Sciences Consultant

Study Checklist

  • Platform Administrator
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  • Agentforce Sales Foundations
  • Business Analyst
  • Marketing Cloud Engagement Developer
  • Marketing Cloud Engagement Foundations
  • Agentforce Specialist
  • Agentforce Life Sciences Consultant
  • B2B Commerce Administrator AP
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Checklist progress

0/189Learned

  • How Account records model Healthcare Professionals (HCPs) as person accounts versus Healthcare Organizations (HCOs) as business accounts in Agentforce Life Sciences
  • When Person Accounts should be enabled to represent individual HCPs in Agentforce Life Sciences
  • How enabling Person Accounts affects relationship modeling between HCPs and HCO business accounts
  • How to use Affiliations to capture the relationship between an HCP and the HCOs where they practice, including primary affiliation designation
  • The difference between Account-to-Account affiliations (HCO-to-HCO) and Account-to-Contact/Person affiliations (HCP-to-HCO) and when each is used
  • How Account Hierarchy is used to represent parent/child HCO structures such as a health system with member hospitals and clinics
  • Which configuration maintains accurate HCP credential, specialty, and license data on the account for compliant targeting
  • How to manage duplicate HCP/HCO records using matching and duplicate rules to keep master data clean
  • The role of address and place-of-business data on accounts for visit planning and sampling shipment compliance
  • How a single HCP can hold multiple addresses or places of business in Agentforce Life Sciences
  • How the active or shippable address is designated for sampling shipments and visit logistics
  • How affiliation role and influence attributes (e.g., decision maker, prescriber, KOL status) are captured to support targeting and engagement strategy
  • How to maintain data stewardship workflows for change requests to HCP/HCO master data, including approval before updates take effect
  • How third-party reference/master data (e.g., HCP/HCO reference data feeds) is ingested and reconciled with internal account records to keep master data authoritative
  • Which steps are required to set up and deploy the Agentforce Life Sciences mobile application for field reps
  • How offline access is configured so reps can execute visits and capture data without connectivity
  • Which permission sets and permission set licenses are prerequisites for a rep to use the Agentforce Life Sciences mobile application
  • How mobile configuration controls which objects, layouts, and actions are available offline to reps
  • Common causes when a rep cannot see assigned accounts or visits in the mobile app and how to resolve them
  • How initial and incremental data download scope (briefcase/priming) is sized so reps get the right data without exceeding mobile storage or sync limits
  • Supported device, OS, and app version requirements for the Agentforce Life Sciences mobile application
  • How mobile app upgrades and version compatibility are managed for the field workforce
  • How to diagnose and resolve sync conflicts when the same record was edited offline by a rep and online in the org
  • Which connected app settings are prerequisites for a rep to use the Agentforce Life Sciences mobile application
  • How to troubleshoot data not syncing from the mobile app back to the org after a rep regains connectivity
  • How to troubleshoot a rep who cannot log in or whose session/authentication fails on the mobile application
  • How org-wide defaults and sharing rules should be configured to control visibility of HCP/HCO accounts across territories
  • How field-level security is used to restrict sensitive HCP data such as compliance or sampling fields
  • How role hierarchy governs rep and manager access to engagement data in Agentforce Life Sciences
  • How territory-based sharing governs rep and manager access to engagement data in Agentforce Life Sciences
  • How licensing prerequisites are validated as part of Agentforce Life Sciences system configuration
  • How Agentforce Life Sciences managed package and feature dependencies are validated during system configuration
  • How audit trail and field history tracking are configured to support compliance and security oversight in a regulated org
  • Which permission sets and permission set licenses grant access to Agentforce Life Sciences objects and features
  • How the consent management data model captures an HCP's permission to be contacted by channel (email, phone, in-person)
  • Which configuration enforces that a rep cannot send Field Email to an HCP who has not consented to email communication
  • How subscription management lets HCPs opt in/out of specific content topics or communication types for GDPR/HIPAA-aligned compliance
  • The relationship between Individual, Contact Point, and consent records used to track data privacy preferences
  • How to handle a data privacy request such as restricting processing or capturing withdrawal of consent for an HCP
  • How proof-of-consent capture (timestamp, source, channel) is configured to evidence compliant HCP consent collection
  • How regional consent rules are configured to keep HCP contactability compliant by geography
  • How Enterprise Territory Management models territories, territory types, and territory hierarchy for field sales alignment
  • How assignment rules automatically align HCP/HCO accounts to territories based on criteria such as geography or specialty
  • How product alignment (territory-to-product) restricts which products a rep can detail or sample within a territory
  • The difference between manual and rule-based account assignment to territories and when to run assignment rules
  • How a territory model is activated in Enterprise Territory Management
  • The impact of changing assignment rules on existing account-to-territory alignments
  • How users are assigned to territories and how that drives access to aligned accounts and visit planning
  • How territory model states (Planning, Active, Archived) are used to test a new alignment in parallel before activating it in production
  • How an alignment realignment (territory boundary or rep change) is executed and its downstream impact on in-flight visits, plans, and sample allocations
  • How territory model default access settings for accounts, opportunities, and cases are configured for Life Sciences field teams
  • Which setup steps and feature toggles enable core Agentforce Life Sciences for Customer Engagement capabilities
  • How to configure visit, call, and engagement objects and page layouts to match a customer's field process
  • Which configuration objects must be set up before reps can plan and execute compliant HCP visits
  • How to enable and configure data integration with Data 360 for unified HCP/HCO insights
  • How products and product catalogs are set up in Agentforce Life Sciences
  • How product-to-call configuration is set up so reps can detail and sample the right products
  • How the Lightning app and navigation are configured to deliver the Life Sciences rep and manager experience
  • How home and record pages are configured to deliver the Life Sciences rep and manager experience
  • How business rules, validation rules, and call/visit compliance settings are configured to enforce process integrity during engagement capture
  • Which administrative settings/custom settings or custom metadata control org-wide Agentforce Life Sciences behavior (e.g., signature requirements, sampling toggles)
  • How Intelligent Content is set up to manage approved, compliant content that reps present to HCPs
  • How Presentations (CLM-style content delivery) are configured for reps to show approved visual aids during a visit
  • How Field Email templates are created and approved so reps send compliant, pre-approved emails to HCPs
  • How content approval workflows ensure only MLR-approved materials are available to field reps
  • How presentation tracking captures which slides/content an HCP viewed during an engagement
  • How content expiration and versioning are managed so out-of-date materials are removed from rep access
  • How content withdrawal is managed so unapproved materials are removed from rep access
  • How content is targeted/restricted by product, territory, audience, or consent so reps only see content they are entitled to share
  • How Field Email merge fields and dynamic content are configured in templates
  • How content/presentation files are distributed and made available offline so reps can present without connectivity
  • How required compliance elements such as unsubscribe links and fair balance are configured in Field Email templates
  • How to build standard reports on visits, calls, and engagement activity for sales managers
  • What TabNext industry metrics provide for Life Sciences engagement KPIs
  • How report and dashboard folder sharing controls which territory data each manager sees
  • How report and dashboard running-user settings control which territory data each manager sees
  • How dynamic dashboards control which territory data each manager sees
  • How dashboards are assembled to give field managers a view of territory performance and rep activity
  • How TabNext industry metrics surface Life Sciences engagement KPIs to users
  • How TabNext industry metrics are enabled and configured
  • Which report type is required to report across HCP accounts, affiliations, and visits together
  • How TabNext industry metrics are bound to underlying engagement data sources
  • How an Activity Plan defines a set of recommended activities/tasks for reps within a territory over a time period
  • Which configuration ties an Activity Plan to a specific territory so the right reps receive the right targets
  • How review processes and approvals are set up so managers can validate and adjust Activity Plans
  • How progress tracking measures completion of planned activities against actual rep execution
  • How Activity Plan Templates standardize recurring engagement cadences across territories
  • How call and visit frequency targets are encoded in an Activity Plan to drive reach and frequency
  • How HCP segmentation tiers (e.g., A/B/C) are encoded in an Activity Plan to drive the right engagement cadence
  • How Activity Plan target attainment and gaps surface in reports/dashboards so managers can coach reps mid-cycle
  • How calendar setup enables reps to schedule and visualize HCP/HCO visits for efficient planning
  • What Time Off Territory (TOT) represents and how it is recorded so visit planning accounts for rep unavailability
  • How TOT conflicting rules prevent a rep from scheduling visits during recorded time off territory
  • Which calendar configuration optimizes visit routing and reduces travel while respecting territory alignment
  • How calendar and TOT settings interact when a rep tries to book a visit that overlaps approved time off
  • How a TOT request is submitted, approved, and reflected on the calendar so managers control rep availability
  • How HCO and HCP availability and business hours are configured so the calendar reflects realistic plannable time
  • How visit duration settings are configured so the calendar reflects realistic plannable time
  • How recurring visits are set up so reps can plan a repeating engagement cadence across the calendar
  • How bulk scheduling is set up so reps can plan multiple visits efficiently across the calendar
  • What a Key Account Management (KAM) Plan is and how it captures strategy, objectives, and stakeholders for a key HCO
  • How KAM Plan objectives and action items are configured and assigned to account team members
  • How progress against KAM Plan goals is tracked and reported for a strategic key account
  • How KAM Plans coordinate cross-functional team activity (sales, medical) around a single key account
  • How stakeholder mapping and influence/relationship analysis are captured within a KAM Plan to prioritize key decision makers
  • How KAM Plan templates standardize creation of plans across the key-account portfolio
  • How KAM Plan lifecycle stages standardize periodic review of plans across the key-account portfolio
  • Which out-of-the-box Agentforce features are available to support Life Sciences rep guidance and how they are enabled
  • How Next Best Action strategies and recommendations are configured to give reps weekly guidance on which HCPs to engage
  • How recommendations and action strategies surface Next Best Action on a record page or in the rep's planning view
  • How an Agentforce agent/topic and actions are configured to assist reps with planning and engagement tasks in Life Sciences
  • How Next Best Action strategy logic (branch, load, filter, recommendation) is built to rank recommendations based on engagement data
  • How recommendation acceptance/rejection feedback is captured and reported to refine Next Best Action guidance over time
  • The setup prerequisites (recommendations, strategies, deployment) for delivering Next Best Action to field users

Given a scenario, configure remote management capabilities.

0/8

  • How remote engagement is configured so reps can conduct virtual HCP meetings within Agentforce Life Sciences
  • Which settings enable compliant content sharing during a remote HCP engagement
  • Which settings enable consent capture during a remote HCP engagement
  • How remote meeting attendance and outcomes are recorded against the visit/engagement record
  • How remote engagement configuration differs from in-person visit configuration in terms of required setup
  • How web, video conferencing, and screen-sharing integrations are configured for remote HCP details
  • Which licensing and connected-app prerequisites are required for remote engagement integrations
  • How remote signature capture for sample acknowledgment and consent is configured for engagements where the HCP is not physically present

Manage the end-to-end visit lifecycle.

0/10

The stages of the end-to-end visit lifecycle: pre-call planning, in-person/remote execution, and post-visit follow-up

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How pre-call planning configuration prepares reps with account context, objectives, and approved content before a visit

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How a rep records call details, attendees, products detailed, and outcomes during visit execution

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How post-visit tasks such as follow-ups, samples disbursed, and notes are captured to complete the visit record

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How visit status transitions are controlled so a visit cannot be marked complete without required compliance steps

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How signature capture for sample acknowledgment is integrated into the visit lifecycle

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How group/shared visits and co-visits with managers or multiple attendees are recorded across the visit lifecycle

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How edit restrictions after visit submission prevent post-hoc tampering with completed visit records

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How offline-created visits are captured, queued, and synced so the visit lifecycle completes correctly when the rep regains connectivity

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How visit locking and locking windows prevent premature edits to submitted visit records

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Given a scenario, use medical insights to capture and share insights from engagements with HCPs and HCOs.

0/7

  • How Medical Insights are captured by medical liaisons during engagements with HCPs and HCOs
  • Which configuration enables Medical Insights to be categorized by therapeutic area or topic
  • Which configuration enables Medical Insights to be shared with the appropriate teams
  • How sharing rules and visibility control who can view sensitive medical insights captured from HCP interactions
  • How captured medical insights feed reporting to surface field intelligence trends to medical affairs
  • How the separation between commercial and medical (MSL) data is enforced so insights remain firewalled from sales for compliance
  • How insight escalation/routing notifies the right stakeholders (e.g., safety, medical information) when an insight requires action

Given a scenario, create and manage formal Medical Inquiries.

0/7

  • How a Medical Inquiry is created and routed when an HCP requests off-label or scientific information
  • How a Medical Inquiry is tracked through fulfillment when an HCP requests off-label or scientific information
  • Which configuration ensures Medical Inquiries are handled compliantly with proper audit trail and response tracking
  • How Medical Inquiry status and follow-up are managed from intake through closure
  • How queues and assignment rules route Medical Inquiries to the correct medical information team
  • How adverse event and product complaint signals captured alongside a Medical Inquiry are flagged and escalated to pharmacovigilance per compliance requirements
  • How approved response content and standard response letters are linked to a Medical Inquiry so fulfillment uses only MLR-approved scientific responses
  • How Sample Limits define the maximum quantity of a product a rep can disburse to an HCP over a period
  • How sample Allocations grant reps a stock of samples in Agentforce Life Sciences
  • How sample Allocations relate to territory product alignment
  • Which configuration prevents a rep from disbursing samples beyond an HCP's defined limit during a visit
  • How sample limits are defined at product, HCP, and time-period levels to enforce compliant quantities
  • How territory product quantity allocations cap the total samples available to a territory
  • How HCP eligibility to receive samples (license/state validation, eligibility rules) gates whether any allocation can be disbursed
  • How sample limit periods reset using rolling versus fixed calendar windows
  • How sample limit consumption rolls up across visits to enforce the cap accurately
  • What GxP standards require of sampling workflows and how Agentforce Life Sciences supports traceability and accountability
  • How digital signature and acknowledgment capture supports FDA/PDMA-style sample distribution requirements
  • How regional regulatory differences are handled in sampling configuration to ensure compliant distribution by geography
  • How custody management and audit trails ensure GxP-compliant chain of custody for sample stock
  • How lot/batch and expiration-date tracking is enforced across sampling so distribution and recall handling meet GxP traceability requirements
  • How discrepancy thresholds support regulatory reporting obligations for sample accountability
  • How sample reconciliation reporting supports regulatory reporting obligations for sample accountability
  • The end-to-end sample disbursement process from rep request through delivery, disbursement, and acknowledgment
  • How a rep records a sample disbursement to an HCP during a visit including product, lot, and quantity
  • How signature/acknowledgment requirements gate completion of a sample disbursement
  • How sample disbursement transactions decrement rep inventory
  • How sample disbursement transactions roll up against sample limits
  • How a rep replenishes stock by requesting and receiving (acknowledging) sample shipments/transfers before disbursing to HCPs
  • How sample returns and transfers between reps are processed while preserving accountability and limit integrity
  • How disbursement corrections and reversals are processed while preserving accountability and limit integrity
  • How a disbursement is validated against eligibility, consent, limits, and lot/expiry at submission so non-compliant disbursements are blocked
  • How Inventory Counts are configured so reps periodically reconcile physical sample stock against system records
  • How Inventory Adjustments correct discrepancies (loss, damage, expiry) found during a count
  • How inventory audits are set up to detect and investigate variances in rep sample stock
  • Which configuration determines the cadence of inventory counts and adjustments for compliance
  • Which configuration determines the approval requirements for inventory counts and adjustments for compliance
  • How count submissions are locked and how partial/full count types and recount workflows are configured to ensure complete physical reconciliation
  • How inventory adjustment approval routing is configured to authorize each inventory correction for audit
  • How inventory adjustment reason codes are configured to document each inventory correction for audit
  • How sample reports are built to monitor allocation, disbursement, and remaining stock across the lifecycle
  • Which dashboard components give compliance managers visibility into sampling activity and limit adherence
  • How sample reporting surfaces inventory discrepancies for follow-up
  • How sample reporting surfaces expired stock for follow-up
  • How sample reporting surfaces audit exceptions for follow-up
  • Which report type covers the full sample lifecycle from allocation through disbursement and reconciliation
  • How signature/acknowledgment completeness and missing-signature exceptions are reported to evidence compliant disbursement
  • How lot/expiry-aging reports flag soon-to-expire and expired stock so managers can act before it must be destroyed
  • How sample report and dashboard sharing settings ensure managers see only territory sample data while compliance sees enterprise-wide data
  • How sample report and dashboard running-user settings ensure managers see only territory sample data while compliance sees enterprise-wide data

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The stages of the end-to-end visit lifecycle: pre-call planning, in-person/remote execution, and post-visit follow-up

Explainer

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Practice Question

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Next conceptHow pre-call planning configuration prepares reps with account context, objectives, and approved content before a visit

Checklist progress

0/189 (0%)

0 of 189 concepts learned

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Explainer

The end-to-end visit lifecycle in Life Sciences Cloud structures commercial and medical interactions into three connected phases: pre-call planning, execution, and post-visit follow-up. This framework ensures field teams move from strategic preparation to compliant engagement and actionable follow-up without losing context or compliance guardrails. By automating scheduling, capturing real-time data, and locking in consent and ratings, the system turns isolated meetings into continuous, data-driven relationships.

Core information
  • Pre-call planning transforms scattered scheduling into a structured workflow by using drag-and-drop calendars, territory views, and AI-generated account summaries to identify the right HCPs, set objectives, and prepare compliant content.
More details and nuances
  • Visit records lock automatically upon submission to preserve audit trails and timestamps, though organizations can configure whether reps or managers can request unlocks for corrections.