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            Get Your Org Ready for Life Sciences Workflows

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            3. Agentforce Life Sciences

            Get Your Org Ready for Life Sciences Workflows

            Before you create a Life Sciences workflow, complete these steps.

            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 access and work with Life Sciences Customer Engagement data: Life Sciences Commercial Admin permission set
            To update permission sets: View Setup and Configuration
            1. Assign users a permission set that includes the Use Life Sciences Workflow Management permission.
            2. To make sure that users can see and work with workflow configurations, enable permissions for these objects in the correct permission sets.
              • Life Science Custom Scripts
              • Life Science Stage Actions
              • Life Science Stage Objects
            3. Grant users access to the workflow progress bar and data on the record detail page in one of these ways. If you skip this step, users encounter errors when trying to access workflow data.
              1. Update the sharing settings for these objects and set the default internal access to Public Read Only.
                • Life Science Custom Script
                • Life Science Stage Action
                • Life Science Stage Object
              2. Alternatively, share these records with each user manually.
            4. Activate the StagePathPermissionsHandler trigger handler for Life Sciences Customer Engagement workflows from the Admin Console. See Trigger Handler Administration.
            5. Set up the configurations for the workflow to work in the Life Sciences Cloud mobile app.
              1. Set up object metadata cache configurations for all workflow objects.
                • Life Science Stage Action
                • Life Science Stage Object
                • Life Science Stage Operation
                • Life Science Stage Operation Action
                • Life Science Stage Operation Condition
                • Life Science Stage Path
                • Life Science Stage Value
              2. Generate a metadata cache to package the object schema configuration that the Life Sciences Cloud mobile app uses for online and offline access.
             
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