Territory-based inquiry sharing with the MIRF Share Management job
Key Takeaway
Run the MIRF Share Management job from the Admin Console after the Align Account to Territory job completes. The job shares all medical inquiry records within a territory with all sales representatives under that territory, including reps newly assigned to it.
Medical inquiry records need to be visible to the field team covering the territory where they originate. In Agentforce Life Sciences for Customer Engagement, the MIRF Share Management job is the batch job that does this sharing. Admins run it from the Admin Console instead of sharing records one at a time.
What the MIRF Share Management job shares
The MIRF Share Management job shares all inquiry records within a territory with all sales representatives under that territory. Its unit of sharing is the territory, not the individual user, so you don't pick reps or records one by one.
Batch jobs for medical inquiries share and manage many inquiry records in one pass. Compared with sharing records one at a time, a batch job saves time, reduces manual errors and keeps inquiry data reliable.