Agentforce Life Sciences Consultant Study Guide
The Certifyforce Agentforce Life Sciences Consultant study guide covers the official Salesforce Agentforce Life Sciences Consultant exam outline in 21 units across all 4 exam sections, one unit per exam-guide topic. The exam itself has 60 scored questions plus 5 unscored, a 105-minute limit and a 62% passing score, and its largest section is Foundations and Administration at 36%. Every unit is verified against official Salesforce documentation, cites its sources, and links to the practice questions that test it.
Configure life sciences customer engagement, consent, territory alignment, visit workflows and sample inventory management.
21 lessons · 4 exam sections · about 3 h of reading
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Every lesson's summary, exam expectations, key facts and self-check questions are free to read. The Agentforce Life Sciences Consultant pack unlocks the self-check answers, core concepts, exam traps and worked scenarios, reading progress and personalized “read next”. Add practice exams for the question bank and unlimited timed practice, or choose the bundle.
Foundations and Administration
36% of the exam- Account master data, affiliations and data change requests~8 minHow Agentforce Life Sciences models healthcare professionals and organizations on Account, how provider affiliations, primary flags, reverse roles, views and bulk-load batch jobs behave, and how Data Change Request, OneKey validation and the Merge Customer Account API govern master data.
- Mobile app metadata cache, sync and troubleshooting~7 minHow the Life Sciences Cloud mobile app gets its configuration and data: supported profiles, object metadata cache configuration (DbSchema) records, metadata cache generation, full, delta and upload-only sync, offline automation, iPad record pages, and how to diagnose slow syncs and failed transactions.
- Permission sets, sharing defaults and Admin Console security~7 minWhich Customer Engagement permission sets and profiles each persona needs, the organization-wide defaults and automatic sharing features the managed package expects, profile and Security Exclusion best practices, Admin Console tile filtering and hierarchical settings, trigger handler administration, and the configuration objects behind profile-specific settings.
- Consent, communication subscriptions and compliance snapshots~6 minHow the Consent page is built from data use purposes, communication subscriptions, engagement channel types and subscription channel types; how captured consent updates CommSubscriptionConsent and records a compliance snapshot and digital signature; and the handlers, batch jobs, permissions and email template fields that keep consent shared and usable.
- Account alignment jobs and product territory alignment~8 minHow the Align Account, Zip and Brick to Territory jobs and affiliation alignment rules turn territory assignments into Provider Account Territory Info records and sharing, and how products and product messages are aligned to, inherited by and excluded from territories, interactively or in bulk.
- Customer Engagement installation and preinstallation settings~7 minHow to prepare an org for the Life Sciences Cloud for Customer Engagement managed package: the add-on licence and installer permissions, the setup-page and org-wide prerequisites, Person Accounts and territories, the installation login path, adding tabs to the Life Sciences Commercial app, and the recommended phased rollout.
- Field email templates and Intelligent Content presentations~8 minHow to build and maintain Life Sciences field email templates (ZIP contents, languages, required attachments, fragments, Mustache variables, email settings) and Intelligent Content presentations (page ZIPs, mandatory and additional-content pages, availability dates, versions, presentation links and Smart Content Search).
- Reports, dashboards and TabNext semantic metrics~7 minHow to build standard reports and dashboards that work in the Life Sciences Cloud mobile app, including presentation click-stream reports, mobile report settings and chart limits, and how to define Data 360 semantic metrics and show followed metrics in a dedicated, translatable mobile tab.
Engagement Planning
21% of the exam- Activity plans: goals, measures, review and jobs~8 minHow to build an Agentforce Life Sciences activity plan for a territory: plan types, the time period, territory, goal and measure records, provider activity measure types, the three-stage review with its thresholds and Review tab, the batch jobs that activate plans and calculate progress, and in-cycle goal adjustments.
- Planner calendar settings and Time Off Territory rules~7 minHow to configure the Agentforce Life Sciences planner calendar for HCP and HCO visits: Time Off Territory rules and their handlers, Planner Settings scope and business hours, calendar display and account-list options, routines and general events.
- Key Account Management account and territory plans~7 minHow Key Account Management (KAM) account plans and territory business plans are built and tracked: design-time templates versus run-time records, stakeholders and participants, goal definitions and action plan templates, completion statuses, sprints and progress handlers, visits and offline limits.
- Next Best Action, Account Summarization and agents~6 minHow to set up the out-of-the-box engagement planning intelligence in Agentforce Life Sciences: the Life Sciences Next Best Action component and its recommendation records, Account Summarization with cross-object graphs and its flows, and the persona agent templates for pre-visit planning.
Engagement Execution
28% of the exam- Twilio remote engagement setup and sessions~8 minHow to enable and configure Twilio remote engagement in Agentforce Life Sciences: permissions, channel and invitation handlers, Twilio credentials, the Experience Cloud join page, Twilio Settings, invitation templates, dial-in and terms, and what reps can do during a live session.
- Visit settings, locking, group visits and signatures~8 minHow Agentforce Life Sciences visits move from planning to submission: Visit Settings validations and their handlers, locking and unlocking, group visits and visitors, visit sharing, compliance statements, the signature page, expenses, next visit objectives and Visit Engagement page setup.
- Medical insights capture, tags and sharing~8 minHow field teams capture, tag and share medical insights from HCP and HCO engagements: Insight Settings per profile, Subjects as tags, territory-and-profile sharing and its alternatives, capture entry points, related lists, the mobile feed and the insight trigger handlers.
- Medical inquiry workflow, statuses and routing~8 minHow formal Medical Inquiries work in Agentforce Life Sciences: the Case and Inquiry model, the exact status ladder, record types and support process, sharing and the MIRF job, workflow actions and stage operations, routing handlers, the rep and MSL steps, and inquiry record pages.
Sampling Inventory Management
15% of the exam- Sample limit templates and territory quantity allocations~8 minHow 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.
- GxP controls: batches, disclaimers and access~7 minWhat 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.
- Sample disbursement setup, DTP and inventory operations~7 minHow 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.
- Inventory count assessments, adjustments and audits~7 minHow 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.
- Sample Inventory Management dashboard and sample reports~6 minHow 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.
Common questions about the Agentforce Life Sciences Consultant study guide
Is the Agentforce Life Sciences Consultant study guide free?
Partly. Every unit's summary and its "What the exam expects", "Key facts" and "Check yourself" sections are free to read without an account. The "Core concepts", "Exam traps" and "Worked scenario" sections, reading progress and unlimited timed mock exams come with the Agentforce Life Sciences Consultant pack (USD $19).
How current is the Agentforce Life Sciences Consultant study guide?
It is written to the current official Salesforce Agentforce Life Sciences Consultant exam outline, and each unit is checked against Salesforce documentation before it is published.
How does the study guide map to the official Agentforce Life Sciences Consultant exam guide?
There is one unit per topic in the official exam guide, grouped under its 4 weighted sections: Foundations and Administration (36%), Engagement Planning (21%), Engagement Execution (28%), Sampling Inventory Management (15%). Each unit quotes the exam objective it covers word for word.
How do the practice questions link to the study guide?
Each unit lists the reviewed practice questions that test it (300 questions are linked across the guide), so you can read a topic and practice it in one click. After a practice exam, every missed question links back to the unit that teaches it.