# Sample Inventory Management dashboard and sample reports

*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-inventory-management-dashboard-and-sample-reports*

How reps and admins monitor sample stock: enabling the web-only Sample Inventory Management dashboard and what each component shows, product request settings, reports and dashboards on territory allocations, report components on Customer Engagement pages, and reading sample limit job logs and failures.

- 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 Sample Reports and Dashboards for monitoring the full lifecycle of sample stock.

## What the exam expects

- Enable the Sample Inventory Management dashboard for a profile and know where it runs.
- Pick the dashboard component that answers a rep's monitoring question, and list the tasks reps complete there.
- Configure product request settings, including showing a territory's remaining allocation and approval rules.
- Monitor territory allocations with reports and dashboards, and place report visuals on Customer Engagement pages.
- Read sample limit job logs and recover from failed sample limit trigger handler batches.

Key terms:
- **Sample Inventory Management dashboard:** the rep's web tab for transactions, shipments, counts, batches and requests in one place.
- **Product request:** a rep's request for samples to be transferred from a warehouse to replenish inventory.
- **Report Chart component:** a Lightning App Builder component that shows a report's chart on a page.
- **Batch Job Part:** a record that holds failure details for part of a sample limit trigger handler's batch job.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Enable dashboard | Profile Tab Settings: Sample Inventory Management Default On | [Enable Dashboard](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_custom_tab.htm&type=5&language=en_US) |
| Dashboard platform | Web only, not iPad | [Enable Dashboard](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_custom_tab.htm&type=5&language=en_US) |
| Disbursement graph filters | 3, 6 and 12 months; multiple products | [Manage Samples](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_manage_samples.htm&type=5&language=en_US) |
| Batch Assignments | Expiry date, batch number, active status | [Manage Samples](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_manage_samples.htm&type=5&language=en_US) |
| Remaining territory allocation | Product request settings in General Settings | [General Settings](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_configure_general_settings.htm&type=5&language=en_US) |
| Allocation monitoring | Reports and dashboards on allocation records | [Set Up Allocations](https://help.salesforce.com/s/articleView?id=ind.lsc_territory_prod_quantity_allocation_setup.htm&type=5&language=en_US) |
| Record page charts | Report Chart; Dashboard is home page only | [Reports Admin](https://help.salesforce.com/s/articleView?id=ind.lsc_reports_dashboards.htm&type=5&language=en_US) |
| Accounts job log | SampleLimitJobInit, two entries for all accounts or a segment | [Initialize](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits_initialize_job.htm&type=5&language=en_US) |
| Trigger batch failures | Batch Job and Batch Job Part records | [Batch Jobs](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits_monitor_batch_jobs.htm&type=5&language=en_US) |

## Check yourself

- Why can't a rep open the Sample Inventory Management dashboard in the iPad app?
- When a product request crosses its maximum or minimum limits, what can the org-wide settings make the app do?
- Which org-wide setting limits counts, transfers, returns and disbursements to active batch assignments?
- Which permissions does an admin need to manage Reports and Dashboards Settings in the Admin Console?

## Sources

- [Enable the Sample Inventory Management Dashboard](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_custom_tab.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)
- [Submit a Request to Replenish Sample Inventory](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_inventory_management_create_product_request.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)
- [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)
- [Reports and Dashboards Administration](https://help.salesforce.com/s/articleView?id=ind.lsc_reports_dashboards.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)
- [Assign Sample Limit Templates to Products](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits_update_job.htm&type=5&language=en_US)
- [Monitor and Run Batch Jobs for Sample Limit Triggers](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits_monitor_batch_jobs.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