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Automate Sample Limits for New Accounts
Define how sample limit templates are applied automatically to newly created healthcare professional (HCP) and healthcare organization (HCO) accounts.
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 enable trigger handlers: | Life Sciences Commercial Admin permission set |
You can initialize sample limits automatically with these template types.
- Default country-specific templates
- Default generic template
- Custom advanced templates
Turn on Trigger Handlers
To initialize sample limits automatically for all templates in your Salesforce org, first turn on trigger handlers.
- From the App Launcher, find and select LifeSciences Commercial, and then select Admin Console.
- Select Trigger Handler Administration.
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Search for and turn on these trigger handlers.
- NewAccountSampleLimitInitHandlerforHCO
- NewAccountSampleLimitInitHandler
Initialize Sample Limits for Specific Templates
After you turn on trigger handlers, you can choose to initialize sample limits for accounts with specific templates.
- From the object management settings for the Account object, create a custom text or picklist field to determine the sample limit templates that are applied automatically to new HCP or HCO accounts.
- From the App Launcher, find and select Admin Console.
- Select Sample Limits, and then select Sample Limit Settings.
- Choose whether to apply the settings at the organization level, or select the user profile or the individual user to apply the settings for.
- In the Account Sample Limits Source Field, select the field on the Account object that determines the sample limit templates that are applied automatically to new healthcare professional or healthcare organization accounts.
- Save your changes.
Each time that you create a new account, in the custom field that you created, enter the API name of the sample limit template to initialize for that account. After you save the record, sample limit templates are initialized automatically for the new account.
If you update the custom sample limit template field on an existing account, run the batch job manually to initialize the sample limits for that account. See Monitor and Run Batch Jobs for Sample Limit Triggers.
