# Visit settings, locking, group visits and signatures

*Agentforce Life Sciences Consultant Study Guide · Engagement Execution · Last updated November 13, 2026 · https://www.certifyforce.com/study-guide/agentforce-life-sciences-consultant/engagement-execution/visit-settings-locking-group-visits-and-signatures*

How Agentforce Life Sciences visits move from planning to submission: Visit Settings validations and their handlers, locking and unlocking, group visits and visitors, visit sharing, compliance statements, the signature page, expenses, next visit objectives and Visit Engagement page setup.

- Certification: Salesforce Agentforce Life Sciences Consultant
- Exam section: Engagement Execution
- Study guide: https://www.certifyforce.com/study-guide/agentforce-life-sciences-consultant

**Official exam objective:**

> Manage the end-to-end visit lifecycle.

## What the exam expects

- Configure Visit Settings and the trigger handlers behind each visit validation.
- Set up locking and unlocking, and predict what stays read only and what blocks an unlock.
- Configure group visits, attendee suggestions, visitors and historical visit sharing.
- Choose the compliance statement type and configure the signature page, logo and snapshot.
- Configure expenses, next visit objectives, visit record types and Visit Engagement page fields.

Key terms:
- **Visit Settings:** Admin Console settings (Visit Administration) for the org default, profiles or users.
- **Parent and child visits:** a group visit; each attendee added creates a child visit linked to the parent.
- **Visitor:** an internal colleague recorded on a visit, who then gets access to its data.
- **Compliance Statement Definition:** a record holding a note, agreement or disclaimer, seen only by users it is shared with.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Future Visit Limit | Needs FutureVisitLimitValidationHandler | [Visit Settings](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_configure_visit_settings.htm&type=5&language=en_US) |
| Conflict period unit | 24-hour increments | [Visit Settings](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_configure_visit_settings.htm&type=5&language=en_US) |
| Late-report reason | VisitDelayReasonHandler | [Validations](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_validations.htm&type=5&language=en_US) |
| Unlock on iPad | Not supported; View Online | [Locking](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_visit_locking.htm&type=5&language=en_US) |
| Signature-locked fields | Place, Account, Signature Type, Record Type | [Locking](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_visit_locking.htm&type=5&language=en_US) |
| Attendee sidebar | Child Visits related list | [Attendees](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_add_attendees.htm&type=5&language=en_US) |
| Parent delete blocked | Parent Completed or a signed child | [Attendees](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_add_attendees.htm&type=5&language=en_US) |
| Historical visit sharing | Share Visits After Territory Realignment | [Visit Sharing](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_enable_visit_sharing.htm&type=5&language=en_US) |
| Objectives section | One column, named Next Visit Objectives | [Objectives](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_capture_next_visit_objectives.htm&type=5&language=en_US) |
| Record types | Matching access on Visit and Provider Visit | [Record Types](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_configure_record_types.htm&type=5&language=en_US) |

## Check yourself

- When does the visit snapshot capture its values?
- Which two values does the signature page header always show, whatever the field set holds?
- Why can a visit with product disbursements refuse to unlock for a user who has every permission?
- When a rep records next visit objectives, where do they reappear?

## Sources

- [Configure Visit Settings](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_configure_visit_settings.htm&type=5&language=en_US)
- [Configure Validations](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_validations.htm&type=5&language=en_US)
- [Visit Locking and Unlocking](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_visit_locking.htm&type=5&language=en_US)
- [Add Attendees to Group Visits](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_add_attendees.htm&type=5&language=en_US)
- [Show Same-Address Attendees in the Sidebar (Spring '26)](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution_show_same_address_attendees_in_the_sidebar_0.htm&type=5&language=en_US)
- [Add Internal Users as Visitors](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_add_visitors.htm&type=5&language=en_US)
- [Enable Visit Sharing](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_enable_visit_sharing.htm&type=5&language=en_US)
- [Configure Compliance Statements](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_compliance_statements.htm&type=5&language=en_US)
- [Configure Signature Capture](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_signature_capture.htm&type=5&language=en_US)
- [Visit Snapshot](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_visit_snapshot.htm&type=5&language=en_US)
- [Configure Visit Expenses](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_expenses.htm&type=5&language=en_US)
- [Capture Next Visit Objectives](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_capture_next_visit_objectives.htm&type=5&language=en_US)
- [Configure Visit Record Types](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_configure_record_types.htm&type=5&language=en_US)
- [Configure the Visit Engagement Page](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_configure_visit_engagement_page.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 21 linked practice questions, and unlimited timed mock exams are included with the Agentforce Life Sciences Consultant pack (USD $19): https://www.certifyforce.com/practice-exams