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            Get Your Org Ready for Sales Data

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            3. Agentforce Life Sciences

            Get Your Org Ready for Sales Data

            Before you configure and use Sales Data reports, complete these required setup tasks.

            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 complete the prerequisite setup tasks for Sales Data: Life Sciences Commercial Admin permission set
            To create data streams Data Cloud Architect
            To use Data 360 Data Cloud User
            1. Set up territories. See Get Your Org Ready for the Customer Engagement Managed Package
            2. Create Account records.
            3. Create Product2 records.
            4. Create LifeSciMarketableProduct records.
            5. Create LifeSciMarketableProduct records with the type Market.
            6. Create HealthcareProvider records.
            7. Create Life Science Drug Prescription Data records.
            8. Create Life Science Drug Distribution Data records.
            9. Set up Territory Geo Assignment rules.
            10. Set up Data 360 for drug distribution data and drug prescription data.
              • Create a data stream and ingest sales data.
              • Transform the data lake object.
              • Map the data to the data model object.
             
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