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            Add Default Sample Limit Templates to Your Salesforce Org

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            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.

            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 add default sample limit templates: Life Sciences Commercial Admin permission set

            These templates are available for you to add to your org.

            • Belgium
            • Generic Template
            • Germany AMG
            • Germany AMG + EPFIA
            • Italy Class A
            • Italy Class C
            • Netherlands
            • Turkey
            1. From the App Launcher, find and select Admin Console.
            2. Select Sample Limits, and then select Sample Limit Templates.
            3. Select Add Default Templates.
              If the templates are added already, you don't see this button.
            4. Review the templates, and then add them to your org.

            To see each template's rules and conditions, assign the template to a product from the Template Product Assignments page. Then, from the App Launcher, find the Provider Sample Limit Template Assignment record that was created. Open the template, or review the rules in the Rule Conditions field.

             
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