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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
  • Platform App Builder
  • Platform Foundations
  • Platform Developer
  • Platform Administrator II
  • Agentforce Sales Consultant
  • Agentforce Service Consultant
  • Platform Data Architect
  • Platform Development Lifecycle and Deployment Architect
  • Platform Identity and Access Management Architect
  • Platform Integration Architect
  • Platform Sharing and Visibility Architect
  • Heroku Architect
  • B2C Solution Architect
  • Experience Cloud Consultant
  • Agentforce Field Service and Operations Consultant
  • Agentforce Nonprofit Consultant
  • Data 360 Consultant
  • Omnistudio Consultant
  • CRM Analytics and Einstein Discovery Consultant
  • Platform User Experience Designer
  • Platform Strategy Designer
  • B2C Commerce Developer
  • JavaScript Developer
  • Omnistudio Developer
  • Platform Developer II
  • Marketing Cloud Engagement Administrator
  • Marketing Cloud Engagement Specialist
  • Marketing Cloud Engagement Consultant
  • Agentforce Sales Foundations
  • Business Analyst
  • Marketing Cloud Engagement Developer
  • Marketing Cloud Engagement Foundations
  • Agentforce Specialist
  • Agentforce Life Sciences Consultant
  • B2B Commerce Administrator AP
  • B2B Commerce Developer AP
  • Agentforce Consumer Goods AP
  • Agentforce Financial Services AP
  • Agentforce Health AP
  • Agentforce Manufacturing AP
  • MuleSoft Integration Foundations
  • MuleSoft Developer
  • MuleSoft Developer II
  • MuleSoft Platform Integration Architect
  • MuleSoft Platform Architect
  • Tableau Desktop Foundations
  • Tableau Data Analyst
  • Tableau Consultant
  • Tableau Server Administrator
  • Tableau Architect

Checklist progress

0/189Learned

Given a scenario, configure and manage Account and Relationships master data.

0/14

  • 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

Given a scenario, describe the processes and tasks needed to set up, configure, and troubleshoot the Agentforce Life Sciences mobile application.

0/12

  • 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

Apply security and system configuration fundamentals for Agentforce Life Sciences.

0/8

How org-wide defaults and sharing rules should be configured to control visibility of HCP/HCO accounts across territories

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How field-level security is used to restrict sensitive HCP data such as compliance or sampling fields

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How role hierarchy governs rep and manager access to engagement data in Agentforce Life Sciences

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How territory-based sharing governs rep and manager access to engagement data in Agentforce Life Sciences

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How licensing prerequisites are validated as part of Agentforce Life Sciences system configuration

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How Agentforce Life Sciences managed package and feature dependencies are validated during system configuration

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How audit trail and field history tracking are configured to support compliance and security oversight in a regulated org

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Which permission sets and permission set licenses grant access to Agentforce Life Sciences objects and features

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Given a scenario, implement consent and subscription management for data privacy compliance.

0/7

  • 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

Given a scenario, configure Territory Management and assignment rules for account and product alignments.

0/10

  • 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

Given a scenario, configure Agentforce Life Sciences.

0/10

  • 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)

Set up Intelligent Content, Presentations, and Field Email templates.

0/11

  • 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

Create standard reports, dashboards, and TabNext industry metrics.

0/10

  • 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
  • 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
  • The stages of the end-to-end visit lifecycle: pre-call planning, in-person/remote execution, and post-visit follow-up
  • How pre-call planning configuration prepares reps with account context, objectives, and approved content before a visit
  • How a rep records call details, attendees, products detailed, and outcomes during visit execution
  • How post-visit tasks such as follow-ups, samples disbursed, and notes are captured to complete the visit record
  • How visit status transitions are controlled so a visit cannot be marked complete without required compliance steps
  • How signature capture for sample acknowledgment is integrated into the visit lifecycle
  • How group/shared visits and co-visits with managers or multiple attendees are recorded across the visit lifecycle
  • How edit restrictions after visit submission prevent post-hoc tampering with completed visit records
  • How offline-created visits are captured, queued, and synced so the visit lifecycle completes correctly when the rep regains connectivity
  • How visit locking and locking windows prevent premature edits to submitted visit records
  • 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
  • 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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How field-level security is used to restrict sensitive HCP data such as compliance or sampling fields

Explainer

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Next conceptHow role hierarchy governs rep and manager access to engagement data in Agentforce Life Sciences

Checklist progress

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0 of 189 concepts learned

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Explainer

Field-level security controls whether users can view or modify specific fields on an object, providing the strongest protection for sensitive data across the entire Salesforce application. By restricting access at the field level, administrators can ensure that healthcare professionals’ compliance and sampling information remains visible only to authorized roles. This mechanism operates independently of page layouts and integrates with permission sets to enforce precise data boundaries.

Core information
  • Field-level security determines if a user can read or edit a specific field on an object, allowing organizations to protect sensitive data without hiding the entire record.
More details and nuances
  • Search results exclude records where only restricted fields match the query, though some system fields bypass this rule.