In-visit sample distribution checks and HCP license validation
Key Takeaway
Each sample check answers one question: does the rep have the stock, does the territory allow it, has this HCP reached a sample limit, and is the HCP licensed for the address. A dangerous-drug product with no SDL Category bypasses State Distributor License validation, so give it an SDL Category on its life science marketable product record.
During a visit, a field rep can give a healthcare professional (HCP) samples in two ways. With a Sample Drop, the rep hands over physical samples in person. With a Direct to Practitioner request, the rep asks for samples to be shipped to the HCP's verified address. Salesforce can run automated compliance checks on both. The checks cover the rep's stock, territory allocations and per-visit limits, time-bound HCP sample limits, and whether the HCP holds a valid license for the address involved.
Three sample distribution checks
Three checks control the samples a rep gives during a visit. Each check answers a different question.
- Sample inventory validation: does the rep have enough stock?
- Territory product allocation validation: do the territory's allocation and per-visit limits allow it?
- HCP sample limits validation: has this HCP already received too many samples in the time period?
Sample inventory validation and territory product allocation validation each have their own mode setting in "Visit Settings", under "Samples and Items Settings". Error mode blocks the rep from going over the limit. Warning mode alerts the rep but lets them continue.
Unlike those two checks, HCP sample limits validation has no global Error or Warning mode. Instead, each sample limit template record defines its own mode.