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.
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.
User Permissions Needed
To create product account restrictions:
Life Sciences Commercial Admin permission set
From the App Launcher, find and select Life Science Product Account
Restriction, and click New.
Select the account that you want to restrict access for.
Select the Life Science Marketable Product record or the product that you want to restrict
access to.
If needed, select the territory that you want to control the access for.
When you select a territory, the product is restricted only for the account in that
specific territory. If no territory is selected, the product is restricted for the account
universally.
Save your changes.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
