Tracks: Life Sciences

Foundations and Administration

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

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

Apply security and system configuration fundamentals for Agentforce Life Sciences.

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

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

Given a scenario, configure Agentforce Life Sciences.

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

Create standard reports, dashboards, and TabNext industry metrics.

Engagement Planning

Given a scenario, configure and define an Activity Plan for a specific territory, and set up review processes and progress tracking.

Given a scenario, set up calendars to help sales teams plan Healthcare Professional (HCP) and Healthcare Organization (HCO) visits with Time Off Territory (TOT) conflicting rules within the system to optimize planning activities.

Given a scenario, configure and track Key Account Management (KAM) Plans.

Given a scenario, describe how to set up out-of-the-box Agentforce features and Next Best Action.

Engagement Execution

Given a scenario, configure remote management capabilities.

Manage the end-to-end visit lifecycle.

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

Given a scenario, create and manage formal Medical Inquiries.

Sampling Inventory Management

Given a scenario, configure and manage Sample Limits and Allocations to ensure reps stay within defined quantities.

Apply GxP standards to sampling workflows, ensuring all distribution aligns with regional regulatory requirements.

Manage the end-to-end Sample Disbursement process.

Given a scenario, configure Inventory Counting, Adjustment, and Audits.

Given a scenario, configure Sample Reports and Dashboards for monitoring the full lifecycle of sample stock.