# GxP controls: batches, disclaimers and access

*Agentforce Life Sciences Consultant Study Guide · Sampling Inventory Management · Last updated November 13, 2026 · https://www.certifyforce.com/study-guide/agentforce-life-sciences-consultant/sampling-inventory-management/gxp-controls-batches-disclaimers-and-access*

What GxP support in Agentforce Life Sciences does and doesn't mean, and the controls a consultant configures for regulated sampling: country-specific and Required by Law limits, production batch traceability, ordered signature-page disclaimers and restricted sample administration.

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

**Official exam objective:**

> Apply GxP standards to sampling workflows, ensuring all distribution aligns with regional regulatory requirements.

## What the exam expects

- Explain what GxP support means on the platform, and where responsibility for legal compliance sits.
- Meet a country's sampling law with a default country-specific template or an advanced template marked Required by Law.
- Set up batch traceability: locations, production batches with external identifiers, product items and product batch items, plus the batch number requirement on drops.
- Order the legal disclaimers on the HCP signature page.
- Restrict sample administration to the right users while keeping template assignments visible to reps.

Key terms:
- **GxP:** the family of "good practice" quality regulations; the platform overview lists it among its compliance controls.
- **Production Batch:** a record grouping a sample product into a batch, with an optional external Unique Identification Number.
- **Product Item:** the quantity of one product at one location; for sampling, a rep's inventory of that product.
- **Product Batch Item:** the link between a production batch and a rep's product item, holding the remaining quantity of that batch.
- **Compliance Statement Definition:** a record holding policy text, such as a signature-page disclaimer, shown to users it is shared with.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Platform controls listed | GDPR and GxP | [Salesforce Products](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_salesforce_products.htm&type=5&language=en_US) |
| Legal compliance | Customer's responsibility, including access and permissions | [Templates](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_templates.htm&type=5&language=en_US) |
| Default country templates | Belgium, Germany AMG, Germany AMG + EPFIA, Italy Class A and C, Netherlands, Turkey | [Default Templates](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_templates_add_default.htm&type=5&language=en_US) |
| Required by Law | Advanced template acts as a country-specific one | [Template Types](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_template_types.htm&type=5&language=en_US) |
| Empty Unique Identification Number | Batches tracked by system-generated Production Batch Name | [Production Batches](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_create_production_batches.htm&type=5&language=en_US) |
| Product items | One per location and product; no serial numbers | [Product Items](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_create_product_item.htm&type=5&language=en_US) |
| Batch on each drop | Require batch number in Samples and Items Settings | [Sample Disbursement](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_configsample_disbursement.htm&type=5&language=en_US) |
| Disclaimer sequence | Display Order on each definition | [Signature Capture](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_signature_capture.htm&type=5&language=en_US) |
| Template assignment visibility | Default internal access Public Read Only | [Product Assignments](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_template_assignments.htm&type=5&language=en_US) |

## Check yourself

- Why must every rep and every location that samples ship to or arrive at have an address?
- When an admin creates a production batch, which Quantity Unit of Measure is selected?
- Which permission does a user need to create compliance statement definitions and configure their sharing?
- Which permission set gives field users read access to the ComplianceStatementDefinition object?

## Sources

- [Life Sciences for Customer Engagement and Salesforce Products](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_salesforce_products.htm&type=5&language=en_US)
- [Sample Limit Templates](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_templates.htm&type=5&language=en_US)
- [Types of Sample Limit Templates](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_template_types.htm&type=5&language=en_US)
- [Add Default Sample Limit Templates to Your Salesforce Org](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_templates_add_default.htm&type=5&language=en_US)
- [Create Advanced Sample Limit Templates](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_templates_create_advanced.htm&type=5&language=en_US)
- [Set Up Data for Sample Inventory Management](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_data_setup.htm&type=5&language=en_US)
- [Add an Inventory Location and Address for Sample Inventory Management](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_create_locations_addresses.htm&type=5&language=en_US)
- [Create Production Batches for Sample Inventory](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_create_production_batches.htm&type=5&language=en_US)
- [Create Product Items for Sample Inventory](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_create_product_item.htm&type=5&language=en_US)
- [Create Product Batch Items for Sample Inventory](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_create_product_batch_item.htm&type=5&language=en_US)
- [Configure Sample Disbursement](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_configsample_disbursement.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)
- [Configure Compliance Statements](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_compliance_statements.htm&type=5&language=en_US)
- [Manage Sample Limit Template Product Assignments](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_template_assignments.htm&type=5&language=en_US)
- [Initialize Sample Limits for Accounts](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits_initialize_job.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 8 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