# Customer Engagement installation and preinstallation settings

*Agentforce Life Sciences Consultant Study Guide · Foundations and Administration · Last updated November 13, 2026 · https://www.certifyforce.com/study-guide/agentforce-life-sciences-consultant/foundations-and-administration/customer-engagement-installation-and-preinstallation-settings*

How to prepare an org for the Life Sciences Cloud for Customer Engagement managed package: the add-on licence and installer permissions, the setup-page and org-wide prerequisites, Person Accounts and territories, the installation login path, adding tabs to the Life Sciences Commercial app, and the recommended phased rollout.

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

**Official exam objective:**

> Given a scenario, configure Agentforce Life Sciences.

## What the exam expects

- Confirm the licence and installer permissions before using the Customer Engagement package installation link, and choose the right login path for production, sandbox and My Domain with SSO.
- Pick the prerequisite setting on the Life Sciences for Customer Engagement Setup page that a stated requirement needs.
- Sequence org-wide prerequisites such as Inventory Count, Contacts to Multiple Accounts and Person Accounts before installation.
- Add Customer Engagement tabs to the Life Sciences Commercial app and make them visible per profile.
- Order a rollout so that compliance guardrails come before scaling engagement.

Key terms: **Customer Engagement**, the Agentforce Life Sciences add-on for commercial and medical field engagement, delivered as a managed package plus the Life Sciences Cloud mobile app; **managed package**, the Salesforce-distributed application that adds objects, fields and functionality and is upgraded automatically; **Life Sciences Commercial app**, the app the package adds to the App Launcher; **Admin Console**, the page in that app where admins configure Customer Engagement features; **Person Accounts**, records combining Account and Contact that represent individual HCPs.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Licence before install | Life Sciences Cloud for Customer Engagement Add-on license on the target org | [Install the Managed Package](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_install_managed_package.htm&type=5&language=en_US) |
| Installer permission sets | Life Sciences Commercial Admin and Health Cloud Starter | [Install the Managed Package](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_install_managed_package.htm&type=5&language=en_US) |
| My Domain with SSO login | Use Custom Domain, enter the domain, Continue | [Install the Managed Package](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_install_managed_package.htm&type=5&language=en_US) |
| Sandbox install | test.salesforce.com with the package link appended | [Install the Managed Package](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_install_managed_package.htm&type=5&language=en_US) |
| iCalendar replies | RSVP Email Address | [Get Your Org Ready for the Package](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_get_org_ready.htm&type=5&language=en_US) |
| Prerequisite settings | Never turn off through metadata APIs; upgrades fail | [Get Your Org Ready for Customer Engagement](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_setup_basics.htm&type=5&language=en_US) |
| Person Accounts prerequisite | Allow users to relate a contact to multiple accounts | [Get Your Org Ready for the Package](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_get_org_ready.htm&type=5&language=en_US) |
| Missing prerequisites | Package installation fails | [Get Your Org Ready for the Package](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_get_org_ready.htm&type=5&language=en_US) |
| Tab visibility per profile | Default On under Object Settings | [Add Tabs](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_app_add_tabs.htm&type=5&language=en_US) |
| Phase 3 | Content and Compliance, before scaling engagement | [Build Your Solution](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_build_solution.htm&type=5&language=en_US) |

## Check yourself

- When the package installation finishes, how can the admin confirm it succeeded?
- Which installation option does the documented procedure select on the install screen?
- Why does the phased rollout guidance start with customer data?
- Which three tabs does the Life Sciences Commercial app show before an admin adds any?

## Sources

- [Get Your Org Ready for the Customer Engagement Managed Package](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_get_org_ready.htm&type=5&language=en_US)
- [Install the Customer Engagement Managed Package](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_install_managed_package.htm&type=5&language=en_US)
- [Get Your Org Ready for Customer Engagement](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_setup_basics.htm&type=5&language=en_US)
- [Add Tabs to the Life Sciences Commercial App](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_app_add_tabs.htm&type=5&language=en_US)
- [Get Your Org Ready for Emails](https://help.salesforce.com/s/articleView?id=ind.lsc_email_get_ready.htm&type=5&language=en_US)
- [Build Your Life Sciences Cloud for Customer Engagement Solution](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_build_solution.htm&type=5&language=en_US)
- [Plan Your Customer Engagement Implementation](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_plan_your_implementation.htm&type=5&language=en_US)
- [Set Up Customer Engagement](https://help.salesforce.com/s/articleView?id=ind.lsc_setup_life_sciences_cloud_customer_engagement_features.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 9 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