Engagement Planning21% of the exam
Planner calendar settings and Time Off Territory rules
How 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.
Given a scenario, set up calendars to help sales teams plan Healthcare Professional (HCP) and Healthcare Organization (HCO) visits with Time Off Territory (TOT) conflicting rules within the system to optimize planning activities.
~7 min read · 14 practice questions
What the exam expects
- Predict how Time Off Territory entries are validated with rules turned on or off, and scope rule parameters to a profile or the whole org.
- Name the trigger handlers that enforce time-off conflicts in each direction.
- Configure Planner Settings: scope, business hours per activity type, first day of the work week and event colours.
- Choose calendar display and account-list options, including where mobile behaviour differs from the web.
- Set up routines, routine sharing and general events with employee attendees.
Key terms:
- Time Off Territory (TOT): a rep's logged time away from the territory, stored as Territory User Downtime records.
- TOT rule: profile-level parameters that decide whether a time-off entry may coexist with other activities.
- Planner Settings: the Admin Console page that configures the calendar for the org or one profile.
- Routine: a saved, predefined set of visits that users apply for recurring schedules.
- General event: a non-visit calendar event, to which users can add employees.
Key facts
TOT Rules off
- Detail
- Standard validations block time off during visits, non-business hours and holidays
TOT rule scope
- Detail
- A profile, or Default for all profiles
Unselected TOT type value
- Detail
- Default rule applies
TOT sharing
- Detail
- TUDSharingHandler gives read-only access in the same territory
First Day of Work Week
- Detail
- Defaults to Monday
Blank visit or general event hours
- Detail
- Fall back to Global Business Hours
Search Accounts By Field on mobile
- Detail
- Sorting only
Hourly Slots Viewable on Calendar
- Detail
- 3 to 16; blank disables zoom
Visits per calendar view
- Detail
- Up to 300
Routine sharing
- Detail
- Subordinate territories only
- How many fields from the Day View field set appear on a Day view visit tile?
- Why must business hours exist in Setup before you configure Planner Settings?
- Which handler stops a time-off entry being saved on a holiday?
- When can users build a routine that spans several days?
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 (14 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
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