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          Set Up Sample Management Features

          Set Up Sample Management Features

          Enable pharmaceutical companies to efficiently handle and distribute drug samples to healthcare providers. Enhance drug sales and keep healthcare providers informed about the safe and effective use of products, leading to quicker treatments. Track and manage sales representative inventories of samples, ensuring compliance with regulations, and maintaining accurate records of distribution. Effective sample management is crucial for supporting healthcare providers and low-income patients, and ensuring ethical practices and regulatory compliance.

          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.
          • Sample Inventory Management
            Help users request and manage samples in one place. Define product batches and unique identifiers to simplify the tracking of the inventory operations. Configure inventory operations, counts, and other options in the sample inventory dashboard.
          • Sample Limits
            Sample limits provide precise control over sample distribution to help ensure your organization’s compliance with governmental regulations and organizational policies. Use sample limit templates and rules based on products and accounts to enforce limits. Streamline administrative tasks, optimize resource allocation, and reduce audit risks, especially for new product launches or controlled substances.
          • Territory Product Quantity Allocations
            With territory product quantity allocations, you can control which products are available in each territory as part of your company’s business strategy. Assign sample quantities to sales territories for a specified period. Sales reps can only distribute or request approved samples that are allocated to their assigned territories.
           
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          Salesforce Help | Article