Set Up Product Management Features

In the Life Sciences industry, delivering value to customers—healthcare professionals, organizations, and patients—depends on making sure that the right products are available, accessible, and aligned with regulatory requirements. In Agentforce Life Sciences, Product Management supports this goal by making it easier to configure, classify, and manage the products that your organization discusses, markets, sells, and distributes.

The product hierarchy view helps teams structure portfolios according to market, therapeutic area, or SKU-level organization. Meanwhile, product territory alignments make sure that users access only the products approved for their designated regions and purpose, supporting compliance and reducing risk. Product messages and objectives turn on personalized and effective engagement by equipping users with targeted guidance tailored to the needs of the customer.

• Get Your Org Ready for Product Management
  Help product management admins and users quickly search for available products, check territory assignments, and view specific marketing tips to sell the products effectively. Configure all types of products that your company markets, sells, and discusses, including brands, therapeutic areas, and indications.
• Product Hierarchy Settings
  Product hierarchy provides a centralized view of all the products developed, marketed, and distributed by a life sciences organization. It helps product management admins and users drill down into each product right from the hierarchy, and view the details of each record. Add, remove, or edit products, product types, and product guidances directly from the hierarchy without switching between multiple tabs.
• Product Territory Alignments
  Set up product-territory alignments to help users drive targeted product efforts, reduce errors, and comply with regulatory standards. These alignments control how products and product messages are assigned to territories, and make sure that the correct user has access to the correct product in the correct territory.
• Organize Products Aligned to a Territory by Priority
  Help users prepare for product detailing and discussions by sorting products according to the relative importance of the products. Organize the different products assigned to the same territory by order of priority. This affects the sort order of the product details in the Visit page.
• Restrict an Account’s Access to a Product
  Account-level product restrictions help organizations enforce business and regulatory requirements by preventing the detailing, sampling, or ordering of specific products at restricted accounts. Use this functionality to limit product interactions to the appropriate accounts, reducing compliance risks and supporting adherence to industry regulations.