Org readiness, licensing, and the Customer Engagement managed package
Key Takeaway
Have the licenses applied to a new, blank org, complete the prerequisite tasks there, and then install the Life Sciences Cloud for Customer Engagement managed package in that org. Skipped prerequisites make the install fail, and prerequisites turned off later make future upgrades fail.
Life Sciences Cloud for Customer Engagement is an add-on to Agentforce Life Sciences that gives pharma and medtech field teams tools to engage healthcare professionals. Salesforce delivers the add-on as a managed package. The package only installs in an org that has the right licenses. The org must also be prepared with a specific set of settings, permissions, sharing defaults, data model features, and territories. If you skip those prerequisite tasks, the package installation fails.
Licenses and permissions
Customer Engagement is available in Lightning Experience in Enterprise and Unlimited Editions that have these three things:
- Life Sciences Cloud
- The Life Sciences Cloud for Customer Engagement Add-on license
- The Life Sciences Cloud for Customer Engagement managed package
The add-on license gates the install. You can install the package only in an org already provisioned with the Life Sciences Cloud for Customer Engagement Add-on license. Without that license, the installation link won't work.
The admin who prepares the org and installs the package needs the "Life Sciences Commercial Admin" and "Health Cloud Starter" permission sets. The two permission sets grant access to Customer Engagement features, data model objects, and metadata objects. When you assign them, the Health Cloud Starter and Life Sciences Commercial permission set licenses are added automatically.