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            Initialize Sample Limits for Accounts

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            Initialize Sample Limits for Accounts

            To initialize the sample limit templates that are assigned to healthcare professional (HCP) and healthcare organization (HCO) accounts for the first time, run the Assign Sample Limit Templates to Accounts job. When you initialize the templates, provider sample limit records are created for each account and product based on the sample limit template and 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.
            User Permissions Needed
            To run sample limit jobs: Life Sciences Commercial Admin permission set
            1. From the App Launcher, find and select Admin Console.
            2. Select Sample Limits, and then select Sample Limit Jobs.
            3. Under Assign Sample Limit Templates to Accounts, click Run Now.
            4. In the Account Scope field, select whether to initialize sample limits for all accounts, a specific account, or a segment of accounts.
            5. Select whether to initialize sample limits for only HCP accounts, only HCO accounts, or both HCP and HCO accounts.
            6. If you’re initializing sample limits for only a certain account, select an account.
            7. If you’re initializing sample limits for only a certain segment of accounts, select a segment.
            8. Select a sample limit template to apply to the accounts.
            9. To set how many accounts to initialize sample limits for in this job run, adjust the batch size.
            10. Run the job.
              The job runs asynchronously. To see the job’s status, monitor the log on the Sample Limit Jobs page.

              In the job log, this job’s name is SampleLimitJobInit. Running this job for all accounts or for a segment of accounts creates two entries in the log. One entry tracks the sample limit records created and one entry tracks updates to the created records. The number of records processed in each entry can be different if there aren’t records to update.

             
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