Customer Engagement installation and preinstallation settings
How 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.
Given a scenario, configure Agentforce Life Sciences.
~7 min read · 9 practice questions
What the exam expects
- Confirm the licence and installer permissions before using the Customer Engagement package installation link, and choose the right login path for production, sandbox and My Domain with SSO.
- Pick the prerequisite setting on the Life Sciences for Customer Engagement Setup page that a stated requirement needs.
- Sequence org-wide prerequisites such as Inventory Count, Contacts to Multiple Accounts and Person Accounts before installation.
- Add Customer Engagement tabs to the Life Sciences Commercial app and make them visible per profile.
- Order a rollout so that compliance guardrails come before scaling engagement.
Key terms: Customer Engagement, the Agentforce Life Sciences add-on for commercial and medical field engagement, delivered as a managed package plus the Life Sciences Cloud mobile app; managed package, the Salesforce-distributed application that adds objects, fields and functionality and is upgraded automatically; Life Sciences Commercial app, the app the package adds to the App Launcher; Admin Console, the page in that app where admins configure Customer Engagement features; Person Accounts, records combining Account and Contact that represent individual HCPs.
Key facts
- Detail
- Life Sciences Cloud for Customer Engagement Add-on license on the target org
- Detail
- Life Sciences Commercial Admin and Health Cloud Starter
- Detail
- Use Custom Domain, enter the domain, Continue
- Detail
- test.salesforce.com with the package link appended
- Detail
- RSVP Email Address
- Detail
- Never turn off through metadata APIs; upgrades fail
- Detail
- Allow users to relate a contact to multiple accounts
- Detail
- Package installation fails
- Detail
- Default On under Object Settings
- Detail
- Content and Compliance, before scaling engagement
Sources for this section (5)
- Install the Managed Packagehelp.salesforce.com (opens in a new tab)
- Get Your Org Ready for the Packagehelp.salesforce.com (opens in a new tab)
- Get Your Org Ready for Customer Engagementhelp.salesforce.com (opens in a new tab)
- Add Tabshelp.salesforce.com (opens in a new tab)
- Build Your Solutionhelp.salesforce.com (opens in a new tab)
- When the package installation finishes, how can the admin confirm it succeeded?
- Which installation option does the documented procedure select on the install screen?
- Why does the phased rollout guidance start with customer data?
- Which three tabs does the Life Sciences Commercial app show before an admin adds any?
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
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