Sampling Inventory Management15% of the exam
Sample disbursement setup, DTP and inventory operations
How a sample drop or Direct to Practitioner request works end to end: product and inventory prerequisites, visit layout and Samples and Items Settings, disbursement trigger handlers, offline cache, unresolved disbursements, inventory operation records and what updates when a visit is submitted.
Manage the end-to-end Sample Disbursement process.
~7 min read · 8 practice questions
What the exam expects
- Set up sample products so they appear for drops or Direct to Practitioner (DTP) requests during a visit.
- Configure the visit layouts, Samples and Items Settings and disbursement trigger handlers, including desktop-only lock handlers.
- Diagnose a drop that fails for lack of inventory records, and resolve a disbursement made before received stock was acknowledged.
- Predict which inventory, sample limit and allocation records change when a visit with samples is submitted.
Key terms:
- Product Disbursement: the record of a physical sample dropped to an HCP during a visit.
- Direct to Practitioner (DTP): a sample request captured in a visit and shipped to the HCP's verified address.
- Life Science Marketable Product: the record that designates a product as a sample, with its distribution method and parent.
- Inventory operation: a rep's inventory transaction, such as a transfer in, transfer out, return or adjustment.
Key facts
Samples sidebar
- Detail
- Product Disbursements related list on the visit layout
DTP sidebar
- Detail
- Provider Visit Requested Samples related list
- Source
- DTP (opens in a new tab)
Sidebar product filter
- Detail
- Brand-type parent marketable product
HCO eligibility
- Detail
- Record type API names, semicolon-separated
Disbursement handlers
- Detail
- ProductDisbursementInventoryOpCreation, ProductDisbursementSubmitLockHandler
Object lock handlers
- Detail
- Desktop site only
- Source
- DTP (opens in a new tab)
DTP address
- Detail
- Valid ContactPointAddress records
- Source
- DTP (opens in a new tab)
Rep stock per batch
- Detail
- Product Batch Item Remaining Quantity
Resolve permissions
- Detail
- Life Sciences Field Sales Representative and Health Cloud Starter
Allocation debit
- Detail
- After a visit is submitted or signed
- Which two related lists do the prerequisites add to the Product object?
- When a rep creates a Transfer Out, what happens to the sender's inventory?
- Which Location field needs custom picklist values before sample inventory setup?
- Why can the system tell a warehouse shipment from a rep-to-rep transfer?
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
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