Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Sample Limit Templates

            You are here:

            1. Salesforce Help
            2. Docs
            3. Administer Life Sciences Cloud

            Sample Limit Templates

            Sample limit templates contain the rules, operations, and limits to evaluate for each assigned product and account. View the sample limit templates included with Life Sciences Customer Engagement. Create generic templates that use default rules and conditions, or configure advanced templates with complex sample limit rules.

            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.
            Note
            Note The Life Sciences Cloud Sample Limits features, functionality, and templates (the “Sample Limits Features”) are solely intended to help Customers provide quality services to healthcare provider (HCP) and similar end customers by giving such Customers capabilities to track and keep records of samples of medications offered, provided, or otherwise distributed by their own HCP end customers. Customers must comply with all applicable pharmaceutical, healthcare, and medicinal product-related laws in their use of the Sample Limits Features. In addition, it is Customer’s responsibility to: (i) determine which individuals within Customer’s organization can access the Sample Limits Features; and (ii) set the appropriate permissions consistent with Customer’s use case and related compliance obligations.

            From the Sample Limit Templates page in the Admin Console, you can:

            • See all templates.
            • Add the default templates provided by Salesforce to your org.
            • Create clones of the generic template or new advanced templates.
            • Make custom generic templates and advanced templates active or inactive.
            • Types of Sample Limit Templates
              Life Sciences Cloud for Customer Engagement includes a generic sample limit template and several country-specific templates by default. You can also create custom generic templates by cloning the default template. Or, you can create and configure advanced based on requirements for other countries.
            • Add Default Sample Limit Templates to Your Salesforce Org
              Life Sciences Customer Engagement provides a generic sample limit template and several country-specific templates that you can add to your org. These templates contain predefined rules and operations for sample distribution, and they can’t be edited or deleted.
            • Create Custom Generic Sample Limit Templates
              To apply similar rules or configurations across different teams, geographies, or products with only small changes, create a custom generic template. When you create a custom generic sample limit template, you clone the generic sample limit template provided by Life Sciences Customer Engagement. Your custom generic template includes the default generic template’s rules and conditions.
            • Create Advanced Sample Limit Templates
              To define custom sample limit rules for more complex needs and for regions with stricter requirements, create an advanced sample limit template. For example, use an advanced template to configure sample limit rules for three years from the first drop date.
             
            Loading
            Salesforce Help | Article