Engagement Execution28% of the exam
Medical inquiry workflow, statuses and routing
How 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.
Given a scenario, create and manage formal Medical Inquiries.
~8 min read · 21 practice questions
What the exam expects
- Explain how the parent Case and child Inquiry divide the work, and what reps and MSLs do at each stage.
- Configure the exact Case statuses, the Medical Inquiry support process and matching record types.
- Configure Inquiry Question sharing and run MIRF Share Management after realignment.
- Build workflow actions and stage operations with persona conditions and per-stage permissions.
- Predict routing and access from the Case trigger handlers, and configure creation buttons and record pages.
Key terms:
- Medical inquiry: an HCP's formal medical question, adverse event or quality complaint captured by a rep and answered by an MSL.
- Inquiry: the child feature container of the Case, holding signature and response preferences.
- Workflow path: the Admin Console configuration of stages, operations, actions and conditions on the Inquiry Status field.
- Stage operation: a stage's record permissions, actions and conditions.
- MSL: medical science liaison, the persona who answers inquiries.
Key facts
Status values
- Detail
- Draft, Signed, Submitted, Assigned, Responded
Default and closed
- Detail
- Draft default; Responded closed
Inquiry Status
- Detail
- Derived from Case; not editable on Inquiry
Record type names
- Detail
- Identical on Case and Inquiry
Inquiry Question OWD
- Detail
- Controlled by Parent
MIRF Share Management
- Detail
- After Align Account to Territory
Submitted routing
- Detail
- CaseMSLQueueHandler assigns the MSL queue
Prerequisite record
- Detail
- Disclaimer with Module Type Medical Inquiry
Signed status
- Detail
- Set by Add Signature's component parameters
Saving an answer
- Detail
- Status unchanged until Move Status to Responded
Mobile overrides
- Detail
- No extra mobile setup
Sources for this section (8)
- Statuseshelp.salesforce.com (opens in a new tab)
- Record Typeshelp.salesforce.com (opens in a new tab)
- Sharing Settingshelp.salesforce.com (opens in a new tab)
- Batch Jobshelp.salesforce.com (opens in a new tab)
- Trigger Handlershelp.salesforce.com (opens in a new tab)
- Workflow Actionshelp.salesforce.com (opens in a new tab)
- Respondhelp.salesforce.com (opens in a new tab)
- Inquiry Buttonshelp.salesforce.com (opens in a new tab)
- When would an admin add a checklist script to the inquiry workflow?
- When should Skip record type selection page be selected on the Inquiry New override?
- Which component adds the stage path to the LSC Inquiry record page?
- Which file permissions does the Draft stage operation grant?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Life Sciences Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 21 lessons of the Agentforce Life Sciences Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (21 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
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