# Sample limit templates and territory quantity allocations

*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-limit-templates-and-territory-quantity-allocations*

How account-level sample limits (template types, enforcement, priority, product assignments, sample limit jobs, automatic initialization and job recovery) differ from territory product quantity allocations, and how each is set up and validated during visits.

- 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 and manage Sample Limits and Allocations to ensure reps stay within defined quantities.

## What the exam expects

- Choose the sample limit template type (default country-specific, default generic, custom generic, advanced) and its enforcement type from a compliance requirement.
- Assign templates to products, change product rules and pick the sample limit job that creates, updates or deletes provider sample limit records.
- Set up automatic initialization for new HCP and HCO accounts, and recover when it fails.
- Choose between account sample limits and territory product quantity allocations, and configure each visit validation.

Key terms:
- **Sample limit template:** a record holding the rules, operations and limits evaluated for each assigned product and account.
- **Provider sample limit:** the per-account, per-product limit record that a sample limit job or trigger handler creates from a template.
- **Account segment:** a reusable group of accounts built as a Salesforce actionable list.
- **Territory product quantity allocation:** a record setting how much of a sample product a territory can distribute in a time period.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Default templates | Predefined; can't be edited or deleted | [Template Types](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_template_types.htm&type=5&language=en_US) |
| Warning enforcement | Custom generic, or advanced not Required by Law | [Template Types](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_template_types.htm&type=5&language=en_US) |
| Rules per advanced template | Up to 3 | [Advanced](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_templates_create_advanced.htm&type=5&language=en_US) |
| Sample Limit Rules page | Default generic template products only | [Rules](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_rules.htm&type=5&language=en_US) |
| Accounts job scope | All accounts, a specific account or a segment | [Initialize](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits_initialize_job.htm&type=5&language=en_US) |
| No auto-initialization | Custom generic templates | [Automate](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits_initialize_automatically.htm&type=5&language=en_US) |
| Source field value | Template API name in a custom Account field | [Automate](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits_initialize_automatically.htm&type=5&language=en_US) |
| DTP shipped quantities | CalculateShippedQuantityHandler updates remaining limits | [HCP Limits Validation](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_sample_limits_validation.htm&type=5&language=en_US) |
| Allocated Quantity | Ship allocations only | [Allocation Validation](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_territory_product_allocation_validation.htm&type=5&language=en_US) |
| Allocation prerequisites | Time Period ranges, territories, products, product territory alignments | [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

- When an existing account's custom template field is changed, what must the admin do to apply the new template?
- When a product already carries a custom generic template, which template type can no longer be assigned to it?
- When the Territory Quantity Allocation Validation Mode is Warning, what happens as a rep goes over an allocation limit?
- What does the Ordered Quantity field on an allocation record hold?

## Sources

- [Sample Limits](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits.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)
- [Sample Limit Templates](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_templates.htm&type=5&language=en_US)
- [Create Custom Generic Sample Limit Templates](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_templates_create_generic.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)
- [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)
- [Update Sample Limit Rules for Products](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limit_rules.htm&type=5&language=en_US)
- [Delete Sample Limit Rules for a Product](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits_delete_rules.htm&type=5&language=en_US)
- [Delete All Sample Limits for an Account](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits_delete.htm&type=5&language=en_US)
- [Initialize Sample Limits and Create Sample Limit Records](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits_create_update_jobs.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)
- [Automate Sample Limits for New Accounts](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits_initialize_automatically.htm&type=5&language=en_US)
- [Account Segments for Sample Limits](https://help.salesforce.com/s/articleView?id=ind.lsc_sample_limits_account_segments.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)
- [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)
- [When to Use Territory Product Quantity Allocations and Sample Limits](https://help.salesforce.com/s/articleView?id=ind.lsc_territory_prod_quantity_allocation_about.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 Territory Product Allocation Validation](https://help.salesforce.com/s/articleView?id=ind.lsc_visit_management_config_territory_product_allocation_validation.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 11 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