Engagement Planning21% of the exam
Next Best Action, Account Summarization and agents
How 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.
Given a scenario, describe how to set up out-of-the-box Agentforce features and Next Best.
~6 min read · 13 practice questions
What the exam expects
- Set up Life Sciences Next Best Action: handlers, Apex class access, permission sets, action types, week settings, recommendation data and the record-page component.
- Explain which recommendations reps can skip and how skip reasons are configured.
- Configure Account Summarization: history tracking, cross-object graphs per profile, the batch flow and the summary flow.
- Choose and enable the right persona agent template for pre-visit planning, and give users access.
Key terms:
- Life Sciences Next Best Action: an account-page component showing recommended visits and emails in sequence.
- Territory Account Recommended Action: the object holding each recommendation shown in that component.
- Account Summarization: agent-generated summaries of an account's key information and recent changes.
- Cross-object graph: a set of related objects, rooted at Account, whose fields feed the summary.
- Pre Visit Planning: the topic provisioned on the Life Sciences persona agent templates.
Key facts
Component placement
- Detail
- Life Sciences Next Best Action on the account page's Dashboard tab
Recommendations shown
- Detail
- Accessible, active Territory Account Recommended Action records
Skip options
- Detail
- Current, actionable or past due only
NBA mobile cache
- Detail
- Account, Visit, LifeScienceEmail, TerritoryAcctRcmdAction as Data
First summary window
- Detail
- Last 90 days by default
Batch flow
- Detail
- Daily template flow; save as new flow first
Graph limits
- Detail
- 3 levels, 5 nodes per level, Account as root
Untrackable fields
- Detail
- Formula, text area, derived
Template agent type
- Detail
- Agentforce Employee Agent
Agent access
- Detail
- Enabled Agent Access on a permission set or profile
Sources for this section (9)
- Add the Componenthelp.salesforce.com (opens in a new tab)
- Set Up Next Best Actionshelp.salesforce.com (opens in a new tab)
- Skip Reasonshelp.salesforce.com (opens in a new tab)
- Mobile Configurationhelp.salesforce.com (opens in a new tab)
- Summarization Workflowhelp.salesforce.com (opens in a new tab)
- Customizationshelp.salesforce.com (opens in a new tab)
- History Trackinghelp.salesforce.com (opens in a new tab)
- Create an Agenthelp.salesforce.com (opens in a new tab)
- Provide Accesshelp.salesforce.com (opens in a new tab)
- Where is a generated account summary stored and shown?
- When the summary flow reads graph objects, how are their records ordered?
- Which agent type are the three Life Sciences pre-visit templates based on?
- Why would you build a custom Summarize Provider Accounts batch job?
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 (13 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
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