# Inventory count assessments, adjustments and audits

*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/inventory-count-assessments-adjustments-and-audits*

How reps count, correct and move sample stock in Sample Inventory Management: count assessment types, self and peer audits, automatic and manual adjustments, transfers, returns and acknowledgments, count settings and locking, and the sample inventory validation that checks drops against stock.

- 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:**

> Given a scenario, configure Inventory Counting, Adjustment, and Audits.

## What the exam expects

- Choose the inventory count assessment type for a situation, and know which one must come first.
- Configure self-audits and peer audits, including the user permissions behind them.
- Distinguish automatic discrepancy adjustments from manual Adjustment operations, transfers, returns and acknowledgments.
- Configure count assessment columns and locking, and the trigger handlers that lock count records.
- Configure sample inventory validation, predict which level's mode applies and when the check runs.

Key terms:
- **Inventory count assessment:** a rep's declared count of sample stock; details per product and batch sit in Inventory Count Assessment Product Batch Item records.
- **Adjustment:** an inventory operation that changes the system count, made automatically for count discrepancies or manually by a rep.
- **Transfer Out / Transfer In:** operations that send stock to another rep's location and receive it.
- **Sample inventory validation:** the visit check that recorded samples don't exceed the rep's remaining inventory.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| First count | Initial; others can't be submitted without it | [Manage Samples](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_manage_samples.htm&type=5&language=en_US) |
| Initial opening balance | Always zero | [Create Counts](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_perform_submit_inventory_counts.htm&type=5&language=en_US) |
| Self-audit prerequisite | Deselect Show only assigned assessment and operation records | [Create Counts](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_perform_submit_inventory_counts.htm&type=5&language=en_US) |
| Audit permissions | Perform audits; Request audits of multiple records | [Prerequisites](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_prerequisites.htm&type=5&language=en_US) |
| Count discrepancy | System count adjusted automatically, adjustment in timeline | [Discrepancy](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_adjustment_discrepancies_assessments.htm&type=5&language=en_US) |
| Disbursement error | Manual Adjustment operation | [Manual Adjustment](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_create_adjustment.htm&type=5&language=en_US) |
| Partial acceptance | IsException true, comment required | [Manage Samples](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_manage_samples.htm&type=5&language=en_US), [Acknowledge](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_acknowledge_received_samples.htm&type=5&language=en_US) |
| Count lock handlers | InventoryCountAssessmentLockHandler, InventoryCountPBILockHandler | [Prerequisites](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_prerequisites.htm&type=5&language=en_US) |
| Validation precedence | User > Profile > Org | [Inventory Validation](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_sample_inventory_validation.htm&type=5&language=en_US) |
| Desktop signature-required sample | Validated on Document Id | [Inventory Validation](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_sample_inventory_validation.htm&type=5&language=en_US) |

## Check yourself

- When an admin first opens Samples and Items Settings, is Validate sample inventory on or off?
- When a rep creates an Ad hoc assessment, what extra detail does she select?
- Which object stores the product and quantity details of a count, as opposed to its overview?
- Why must reps sync the mobile app after an admin changes inventory validation settings?

## Sources

- [Manage Sample Inventory](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_manage_samples.htm&type=5&language=en_US)
- [Create Inventory Count Assessments](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_perform_submit_inventory_counts.htm&type=5&language=en_US)
- [Prerequisites for Sample Inventory Management](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_prerequisites.htm&type=5&language=en_US)
- [Discrepancy Adjustments for Inventory Counts](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_adjustment_discrepancies_assessments.htm&type=5&language=en_US)
- [Manually Adjust a Sample Inventory Count Discrepancy](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_create_adjustment.htm&type=5&language=en_US)
- [Transfer Sample Inventory Between Users and Locations](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_create_transfer_out.htm&type=5&language=en_US)
- [Acknowledge Received Samples from Transfers and Shipments](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_acknowledge_received_samples.htm&type=5&language=en_US)
- [Return Samples or Mark Transfers As Duplicate](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_return_mark_duplicate.htm&type=5&language=en_US)
- [Return Sample Inventory to the Warehouse](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_create_return_type.htm&type=5&language=en_US)
- [Configure Profile Settings for Sample Inventory Management](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_configure_general_settings.htm&type=5&language=en_US)
- [Configure Org-Wide Settings for Sample Inventory Management](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_configure_org_wide_settings.htm&type=5&language=en_US)
- [Configure Sample Inventory Validation](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_sample_inventory_validation.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 10 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