Sampling Inventory Management15% of the exam
Inventory count assessments, adjustments and audits
How 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.
Given a scenario, configure Inventory Counting, Adjustment, and Audits.
~7 min read · 10 practice questions
What the exam expects
- Choose the inventory count assessment type for a situation, and know which one must come first.
- Configure self-audits and peer audits, including the user permissions behind them.
- Distinguish automatic discrepancy adjustments from manual Adjustment operations, transfers, returns and acknowledgments.
- Configure count assessment columns and locking, and the trigger handlers that lock count records.
- Configure sample inventory validation, predict which level's mode applies and when the check runs.
Key terms:
- Inventory count assessment: a rep's declared count of sample stock; details per product and batch sit in Inventory Count Assessment Product Batch Item records.
- Adjustment: an inventory operation that changes the system count, made automatically for count discrepancies or manually by a rep.
- Transfer Out / Transfer In: operations that send stock to another rep's location and receive it.
- Sample inventory validation: the visit check that recorded samples don't exceed the rep's remaining inventory.
Key facts
First count
- Detail
- Initial; others can't be submitted without it
Initial opening balance
- Detail
- Always zero
Self-audit prerequisite
- Detail
- Deselect Show only assigned assessment and operation records
Audit permissions
- Detail
- Perform audits; Request audits of multiple records
Count discrepancy
- Detail
- System count adjusted automatically, adjustment in timeline
Disbursement error
- Detail
- Manual Adjustment operation
Partial acceptance
- Detail
- IsException true, comment required
Count lock handlers
- Detail
- InventoryCountAssessmentLockHandler, InventoryCountPBILockHandler
Validation precedence
- Detail
- User > Profile > Org
Desktop signature-required sample
- Detail
- Validated on Document Id
Sources for this section (7)
- Manage Sampleshelp.salesforce.com (opens in a new tab)
- Create Countshelp.salesforce.com (opens in a new tab)
- Prerequisiteshelp.salesforce.com (opens in a new tab)
- Discrepancyhelp.salesforce.com (opens in a new tab)
- Manual Adjustmenthelp.salesforce.com (opens in a new tab)
- Acknowledgehelp.salesforce.com (opens in a new tab)
- Inventory Validationhelp.salesforce.com (opens in a new tab)
- When an admin first opens Samples and Items Settings, is Validate sample inventory on or off?
- When a rep creates an Ad hoc assessment, what extra detail does she select?
- Which object stores the product and quantity details of a count, as opposed to its overview?
- Why must reps sync the mobile app after an admin changes inventory validation settings?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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