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Get Your Org Ready for Order Management
Before you start setting up Order Management for Agentforce Life Sciences, make sure you have the required profiles, licenses, and permission sets and your org meets these requirements.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
- Assign these permission sets to admins managing Store Check. See Assign Permission Sets to Life Sciences
Customer Engagement Users.
- Action Plans
- Actionable Segmentation
- Health Cloud Starter
- Industries Visit
- Life Sciences Commercial Admin
- Assign these permission sets to admins managing Quotes and Pricing. See Assign Permission Sets to Life Sciences
Customer Engagement Users.
Agentforce Life Sciences permission sets.
- Health Cloud Starter
- Life Sciences Core
- Life Science Field Sales Representative
- Life Sciences Commercial Admin
Revenue Management Lifecycle permission sets.
- Document Builder User
- Product Catalog Management Viewer
- Product Catalog Management Designer
- Rule Engine Designer
- Salesforce Pricing Admin
- Product Discovery Admin
- Price and Tax Calculation for Quoting
- Turn On Life Sciences Customer Engagement, and complete all tasks required to set up Customer Engagement. See Get Your Org Ready for the Customer Engagement Managed Package.
- Create and set up Healthcare Organization accounts. See Set Up Account Management Features.
- Create physical and sellable products by using the Product2 object. Also, make sure that products you create for Store Check and Order Management have the same record type. To use these sellable products in other Agentforce Life Sciences feature other than Order Management, create a batch job to sync these products as Life Sciences marketable products. See Configure Products and Product Types.
- Activate multiple currencies if necessary. See Manage Multiple Currencies and Enable Salesforce Multi-Currency with
Multi-Currency Everywhere.
WarningAfter you turn on multiple currencies for your Salesforce org, you can't turn it off.
- Equip field teams with a comprehensive content library. See Set Up Intelligent Content Features.
- Configure these settings for using quotes and pricing.
- Create a Compliance Statement Definition record with module type as Quote and statement type as Disclaimer to show a disclaimer text on your quote documents. See Create a Compliance Statement Definition.
- Create a PDF template using Document Builder. See Document Builder.
- Configure these settings for using store checks.
- Configure visit record types. See Configure Visit Record Types.
- Optionally, set up a calendar and briefings. See Set Up Engagement Planning Features.
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