# Sample disbursement setup, DTP and inventory operations

*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/sample-disbursement-setup-dtp-and-inventory-operations*

How a sample drop or Direct to Practitioner request works end to end: product and inventory prerequisites, visit layout and Samples and Items Settings, disbursement trigger handlers, offline cache, unresolved disbursements, inventory operation records and what updates when a visit is submitted.

- 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:**

> Manage the end-to-end Sample Disbursement process.

## What the exam expects

- Set up sample products so they appear for drops or Direct to Practitioner (DTP) requests during a visit.
- Configure the visit layouts, Samples and Items Settings and disbursement trigger handlers, including desktop-only lock handlers.
- Diagnose a drop that fails for lack of inventory records, and resolve a disbursement made before received stock was acknowledged.
- Predict which inventory, sample limit and allocation records change when a visit with samples is submitted.

Key terms:
- **Product Disbursement:** the record of a physical sample dropped to an HCP during a visit.
- **Direct to Practitioner (DTP):** a sample request captured in a visit and shipped to the HCP's verified address.
- **Life Science Marketable Product:** the record that designates a product as a sample, with its distribution method and parent.
- **Inventory operation:** a rep's inventory transaction, such as a transfer in, transfer out, return or adjustment.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Samples sidebar | Product Disbursements related list on the visit layout | [Sample Disbursement](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_configsample_disbursement.htm&type=5&language=en_US) |
| DTP sidebar | Provider Visit Requested Samples related list | [DTP](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_direct_to_practitioner.htm&type=5&language=en_US) |
| Sidebar product filter | Brand-type parent marketable product | [Sample Disbursement](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_configsample_disbursement.htm&type=5&language=en_US) |
| HCO eligibility | Record type API names, semicolon-separated | [Sample Disbursement](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_configsample_disbursement.htm&type=5&language=en_US) |
| Disbursement handlers | ProductDisbursementInventoryOpCreation, ProductDisbursementSubmitLockHandler | [Sample Disbursement](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_configsample_disbursement.htm&type=5&language=en_US) |
| Object lock handlers | Desktop site only | [DTP](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_direct_to_practitioner.htm&type=5&language=en_US) |
| DTP address | Valid ContactPointAddress records | [DTP](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_direct_to_practitioner.htm&type=5&language=en_US) |
| Rep stock per batch | Product Batch Item Remaining Quantity | [Batch Items](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_create_product_batch_item.htm&type=5&language=en_US) |
| Resolve permissions | Life Sciences Field Sales Representative and Health Cloud Starter | [Fix Unresolved](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_fix_unresolved_product_disbursements.htm&type=5&language=en_US) |
| Allocation debit | After a visit is submitted or signed | [Set Up Allocations](https://help.salesforce.com/s/articleView?id=ind.lsc_territory_prod_quantity_allocation_setup.htm&type=5&language=en_US) |

## Check yourself

- Which two related lists do the prerequisites add to the Product object?
- When a rep creates a Transfer Out, what happens to the sender's inventory?
- Which Location field needs custom picklist values before sample inventory setup?
- Why can the system tell a warehouse shipment from a rep-to-rep transfer?

## Sources

- [Configure Sample Distribution and Compliance Validations](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_sample_distribution_compliance_validations.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)
- [Prerequisites for Sample Inventory Management](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_prerequisites.htm&type=5&language=en_US)
- [Configure Products and Product Types](https://help.salesforce.com/s/articleView?id=ind.lsc_product_management_configure_products_product_types.htm&type=5&language=en_US)
- [Configure Direct to Practitioner](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_direct_to_practitioner.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)
- [Add a Quick Action Button for Resolving Disbursements](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_action_button_resolve_disbursement.htm&type=5&language=en_US)
- [Fix Unresolved Product Disbursements](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_fix_unresolved_product_disbursements.htm&type=5&language=en_US)
- [Manage Sample Inventory](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_manage_samples.htm&type=5&language=en_US)
- [Sample Limits](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits.htm&type=5&language=en_US)
- [Set Up Territory Product Quantity Allocations](https://help.salesforce.com/s/articleView?id=ind.lsc_territory_prod_quantity_allocation_setup.htm&type=5&language=en_US)
- [Configure HCP Sample Limits Validation](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_sample_limits_validation.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