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Supported Platform Features and Components in Agentforce Life Sciences
Learn which automation features the Agentforce Life Sciences desktop (Lightning web) experience supports and which automation features the Life Sciences Cloud mobile app supports. Also, learn which Salesforce Platform features, Lightning templates, and standard Lightning page components the Life Sciences Cloud mobile app supports.
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. |
Supported Automation Features in Agentforce Life Sciences
Learn which automation features the desktop (Lightning web) experience supports, and which automation features the Life Sciences Cloud mobile app supports when users are online or offline.
Feature / Automation Type |
Desktop (Lightning Web) |
Mobile App (Online) |
Mobile App (Offline) |
|---|---|---|---|
| Agentforce (Note summarization using a prompt feature that runs on the server side and updates the record in Salesforce, which syncs to the Life Sciences Cloud mobile app) | Supported | Supported. Agents require the Salesforce Server connectivity. | Not supported. |
| Agentforce Life Sciences Trigger Handlers | Supported | Supported. Agentforce Life Sciences triggers on the Life Sciences Cloud mobile app are not native Apex triggers. However, the logic is simulated in the iOS framework to work on local devices. | Supported. Agentforce Life Sciences triggers on the Life Sciences Cloud mobile app are not native Apex triggers. However, the logic is simulated in the iOS framework to work on local devices. |
| Apex Trigger (Insert, After, Delete, Undelete) | Supported | Not supported. Triggers don’t execute locally in the Life Sciences Cloud mobile app. Instead, they fire on the Salesforce platform server-side when the mobile app initiates a sync. | Not supported. Triggers don’t execute locally in the Life Sciences Cloud mobile app. Instead, they fire on the Salesforce platform server-side when the mobile app initiates a sync. |
| Flow - Before Save & After Save (Automations) | Supported | Not supported. Flows don’t execute locally in the Life Sciences Cloud mobile app. Instead, they run on the Salesforce platform and are triggered server-side when the mobile app synchronizes its data. | Not supported. Flows don’t execute locally in the Life Sciences Cloud mobile app. Instead, they run on the Salesforce platform and are triggered server-side when the mobile app synchronizes its data. |
| Lightning Web Components (LWC) | Supported | Limited connectivity support. LWCs requiring server data only function with an active internet connection. Offline use causes load failures or errors. | Custom LWCs lack native SQLite access in the Life Sciences Cloud mobile app because they run in an isolated JavaScript context. Without a built-in bridge API, developers must create a custom Swift-based iOS bridge to query or modify local data, as this functionality is not provided out-of-the-box. |
| Mulesoft-based Automation | Supported | Not supported. Mulesoft -based automation executes on the Salesforce platform server-side when the Life Sciences Cloud mobile app initiates a sync. | Not supported. Mulesoft -based automation on the Salesforce platform server-side when the mobile app initiates a sync. |
| Platform Events & Change Data Capture | Supported | Not supported. Platform Events execute on the Salesforce platform server-side when the Life Sciences Cloud mobile app initiates a sync. | Not supported. Platform Events execute on the Salesforce platform server-side when the Life Sciences Cloud mobile app initiates a sync. |
| Screen Flows | Supported | Not supported. | Not supported. |
| Validation Rules | Supported | Supported. Validation messages are shown before the record is saved. No sync required. | Supported. Validation messages are shown before the record is saved. No sync required. |
Supported Platform Features in Agentforce Life Sciences
Learn which Salesforce Platform features are supported in the Life Sciences Cloud mobile app.
Platform Features |
Supported? |
Comments |
|---|---|---|
| Account Hierarchy | No | Use Dynamic Tree View Components for Life Sciences as a replacement. |
| Bulk Update on List View | Partially Supported | The Life Sciences Cloud mobile app supports simultaneous updates for up to 100 account or account-related records only. This feature is unavailable for non-account parent objects, such as Account Plans or other Life Sciences Cloud-specific objects. |
| Chatter | No | Chatter is not supported as a comprehensive collaboration tool within the Life Sciences Cloud mobile app, meaning features like feeds, groups, posts, and comments are unavailable. Furthermore, the application lacks a native user interface for engaging with Chatter groups or feeds. |
| Console App Navigation | No | The Salesforce Console framework isn’t supported within the Life Sciences Cloud mobile app. Therefore, features such as utility bars, subtabs, workspace tab navigation, and split-view workspaces are unavailable. |
| Einstein Activity Capture (EAC) for Calendar Sync | No | EAC calendar sync partially supports Life Sciences Cloud via standard events, email and tasks but lacks native ProviderVisit (Visit) support. Evaluate AppExchange products/vendors if you’re looking for Visit specific sync features. |
| Permission Set Groups | No | Permission Set Groups aren’t supported on the Life Sciences Cloud mobile app. Instead, use profiles or individual permission sets to assign user permissions. |
| Recently Viewed List View on Objects | No | Across all objects, the standard Recently Viewed filter and list view functionality is unsupported within the Life Sciences Cloud mobile application. |
Mobile Support for Lightning Page Templates
In the Life Sciences Cloud mobile app, Lightning page templates support the mobile form factor, allowing organizations to design pages tailored specifically for field rep workflows on handheld devices. When you build Agentforce Life Sciences pages for mobile app deployment, select a phone form factor template in the Lightning App Builder to ensure the layout and components render correctly within the mobile runtime.
Template Type |
Supported Layout |
|---|---|
| App Page | One Region |
| Home Page | Standard Home Page |
| Record page | Header and One Region |
Mobile Support for Standard Lightning Page Components
Salesforce designs standard Lightning components, many of which are available for use on Lightning pages. This section outlines which components the Life Sciences Cloud mobile app supports or doesn't support. Also, learn about the custom Lightning page components available in Agentforce Life Sciences.
Component Name |
Supported? |
Comments |
|---|---|---|
| Accordion | Yes | The Life Sciences Cloud mobile app fully supports the Accordion component. |
| Activities | No | The standard Salesforce Activity Timeline component isn't compatible with the Life Sciences Cloud mobile app. Instead, the app uses a custom Activity Timeline designed to support a specific range of objects. The app doesn’t natively show standard events, tasks, or other objects. However, it includes out-of-the-box support for the these features:
|
| App Launcher | No | The Life Sciences Cloud mobile app doesn't support the App Launcher component. |
| Blank Space | No | The Life Sciences Cloud mobile app doesn't support the Blank Space component, which is a layout utility. |
| CRM Analytics Collection, CRM Analytics Dashboard (Aura), CRM Analytics Dashboard (LWC) | No | The Life Sciences Cloud mobile app doesn't support CRM Analytics. For mobile data visualization, use Salesforce Reports, dashboards, and Tableau Next instead. |
| Dynamic Related List–Single | No | The Life Sciences Cloud mobile app doesn't support the Dynamic Related List–Single component. Instead, use the Related List – Life Sciences component, which is purpose-built for the Life Sciences Cloud mobile app. The Related List – Life Sciences component supports filtering (restricted to simple WHERE clauses that use {recordId}), and supports customizable columns and headers. |
| Dynamic Record Forms | Yes | The Life Sciences Cloud mobile app supports Dynamic Record Forms when Dynamic Forms for Mobile is turned on at the organizational level. Before implementation, confirm object compatibility by verifying the availability of the Fields tab within the Lightning App Builder. To ensure app stability, avoid these configuration conflicts:
|
| Highlights panel | Yes | The Highlights Panel is supported from the compact layout and actions pulled from the Salesforce Mobile and Lightning Experience section of the page layout. |
| List View | No | The standard Salesforce List View component is unsupported within the Life Sciences Cloud mobile app. Instead, use the Life Sciences Lists and Filters features, which you configure via the Admin Console. |
| Recent items | Partially supported | Across all objects, the standard Recently Viewed filter and list view functionality, and the Salesforce Recent Records Lightning component, are unsupported within the Life Sciences Cloud mobile app. The Life Sciences Cloud mobile app provides a native Recent Items capability. However, it's restricted to a predefined set of objects and you can’t configure it through the Lightning App Builder. Users can navigate back to recently accessed records—including Accounts, Visits, Medical Inquiries, Presentations, or Time Off Territory—directly from primary pages like the Home page. |
| Record Detail | Yes | The Record Detail component renders fields and sections derived from the object's assigned page layout. Within the Lightning record page environment, the specific fields and sections presented to users are governed by their unique profile settings and page layout assignments. |
| Related List – Life Sciences | Yes | The Related List – Life Sciences component, also known as the Generic Related List or, is a purpose-built custom component optimized for the Life Sciences Cloud mobile app. It’s designed to replace standard Salesforce related list components to ensure native compatibility and functionality within mobile workflows. |
| Related list – Single | Partially supported | The Related List – Single component is supported within the Life Sciences Cloud mobile app. However, use the Related List – Life Sciences component for mobile workflows. |
| Related List Quick Links | No | The Related List Quick Links component enables hoverable previews and mass actions within the desktop interface. The component is unsupported within the Life Sciences Cloud mobile app. |
| Related Lists | Yes | Use the Related Lists component to incorporate all pertinent child records within your Lightning page layout. To ensure visibility, confirm that the assigned user page layouts are configured with the specific related lists intended for mobile or desktop deployment. |
| Related Record | No | |
| Report Chart & Dashboard | Partially supported | When you finalize the report and dashboard configuration, you can integrate these assets into Lightning page components to facilitate data visualization across both the Customer Engagement home page and record detail pages. These standard components are available for deployment via the Lightning App Builder.
Furthermore, users can access reports and dashboards through dedicated navigation tabs within the Life Sciences Cloud mobile app. Limitations for Bar and Column Charts Within the Life Sciences Cloud mobile app, standard bar and column charts are automatically rendered as stacked charts. Unsupported Chart Types These chart types are currently unsupported within the Life Sciences Cloud mobile app:
|
| Rich Text | Partially supported | The Life Sciences Cloud mobile app supports the Rich Text Area (RTA) component. However, the integration of images requires specific configuration for proper rendering. The Salesforce Platform documentation doesn't explicitly categorize Rich Text as a standalone Lightning component. However, technical guidance confirms its compatibility with the Life Sciences Cloud mobile app. To ensure images render within the Rich Text Area, use Files with Public Distribution enabled. Avoid standard copy and paste actions. Instead, drag images directly from the browser into the component. Key Considerations:
In short, while Rich Text is operational on the Life Sciences Cloud mobile app, successful image management relies on using publicly distributed files via the drag technique. |
| Salesforce Surveys | Yes | |
| Tabs | Yes | The Tabs component is fully supported within the Life Sciences Cloud mobile app. |
| Visualforce Page | No | Custom actions enable the invocation of Lightning components, flows, Visualforce pages, or canvas apps to run business-specific logic. Use these actions to streamline repetitive workflows and make sure that processes remain tailored to unique organizational requirements. |
Custom Agentforce Life Sciences Lightning Page Components
Agentforce Life Sciences offers a collection of purpose-built custom components optimized for the platform's primary workflows. Any custom Lightning components developed for the Lightning App Builder are available within the components pane. This enables streamlined integration and advanced layout personalization to meet specific organizational requirements.
Display Name |
Description |
|---|---|
| Account Affiliations | Shows account relationships and affiliations, such as hospital networks and parent organizations. |
| Account Management Dashboard | Shows account health, activities, and key performance indicators. |
| Account Map Display | Shows account locations and geographic distribution in an interactive map. |
| Account Summary | Shows key metrics activities and insights specific to Life Sciences Customer Engagement. |
| Account Team View | Shows account team members and their roles. |
| Account Territory Fields | Shows territory assignment and alignment information for the account. |
| Expenses List View | Shows expenses associated with visits, meetings, or activities. |
| Generic Related List | Shows child records with Agentforce Life Sciences-specific functionality. |
| Highlights Panel | Shows key fields and compact layout at the top of a record page for quick access to important information. |
| Manage Visitors | Shows meeting attendees and participants for a visit. |
| Multi-Entity Record View | Shows information from multiple related records simultaneously. |
| Next Best Actions | Shows AI-driven recommendations for the next best actions to take with the account. |
| Next Best Action Score Details | Shows details of Next Best Action (NBA) scores and recommendations. |
| OPTS Web View | Embedded web view component (purpose specific to org configuration) |
| Ratings | Shows account or contact ratings and classifications. |
| Record Signature View | Shows captured signatures or provides signature capture functionality. |
| Related List | Shows a single related list showing child records related to the current record. |
| Survey List View | Shows a list of surveys associated with the current record. |
| Video Call Recording List | Shows a list of recorded video calls and remote engagement sessions. |
| Visit Survey List View | Shows a list of surveys completed during visits. |
