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            Configure Sample Inventory Validation

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            3. Agentforce Life Sciences

            Configure Sample Inventory Validation

            Configure inventory validation to check if sales reps have sufficient physical stock when recording samples.

            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
            Modify objects, page layouts, and Lightning record pages: Customize Application
            Access the Admin Console to manage trigger handlers and generate the metadata cache: Life Sciences Commercial Admin permission set

            Make sure that the sample disbursement feature is configured. See Configure Sample Disbursement

            Note
            Note For a sample that requires a signature, validation runs when the field rep clicks Get Signature. If a signature isn't required, validation runs when the field rep clicks Submit.
            1. From the App Launcher, find and select Life Sciences Commercial, and then click Admin Console | Visit Administration | Visit Settings | Samples and Items Settings.
            2. Select Validate sample inventory.
            3. For Sample Inventory Validation Mode, select Error or Warning.
              • Select Error to prevent recording drops that exceed inventory.
              • Select Warning to alert reps but allow them to proceed.
             
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