Sampling Inventory Management15% of the exam
Sample Inventory Management dashboard and sample reports
How reps and admins monitor sample stock: enabling the web-only Sample Inventory Management dashboard and what each component shows, product request settings, reports and dashboards on territory allocations, report components on Customer Engagement pages, and reading sample limit job logs and failures.
Given a scenario, configure Sample Reports and Dashboards for monitoring the full lifecycle of sample stock.
~6 min read · 8 practice questions
What the exam expects
- Enable the Sample Inventory Management dashboard for a profile and know where it runs.
- Pick the dashboard component that answers a rep's monitoring question, and list the tasks reps complete there.
- Configure product request settings, including showing a territory's remaining allocation and approval rules.
- Monitor territory allocations with reports and dashboards, and place report visuals on Customer Engagement pages.
- Read sample limit job logs and recover from failed sample limit trigger handler batches.
Key terms:
- Sample Inventory Management dashboard: the rep's web tab for transactions, shipments, counts, batches and requests in one place.
- Product request: a rep's request for samples to be transferred from a warehouse to replenish inventory.
- Report Chart component: a Lightning App Builder component that shows a report's chart on a page.
- Batch Job Part: a record that holds failure details for part of a sample limit trigger handler's batch job.
Key facts
Enable dashboard
- Detail
- Profile Tab Settings: Sample Inventory Management Default On
Dashboard platform
- Detail
- Web only, not iPad
Disbursement graph filters
- Detail
- 3, 6 and 12 months; multiple products
Batch Assignments
- Detail
- Expiry date, batch number, active status
Remaining territory allocation
- Detail
- Product request settings in General Settings
Allocation monitoring
- Detail
- Reports and dashboards on allocation records
Record page charts
- Detail
- Report Chart; Dashboard is home page only
Accounts job log
- Detail
- SampleLimitJobInit, two entries for all accounts or a segment
Trigger batch failures
- Detail
- Batch Job and Batch Job Part records
Sources for this section (7)
- Enable Dashboardhelp.salesforce.com (opens in a new tab)
- Manage Sampleshelp.salesforce.com (opens in a new tab)
- General Settingshelp.salesforce.com (opens in a new tab)
- Set Up Allocationshelp.salesforce.com (opens in a new tab)
- Reports Adminhelp.salesforce.com (opens in a new tab)
- Initializehelp.salesforce.com (opens in a new tab)
- Batch Jobshelp.salesforce.com (opens in a new tab)
- Why can't a rep open the Sample Inventory Management dashboard in the iPad app?
- When a product request crosses its maximum or minimum limits, what can the org-wide settings make the app do?
- Which org-wide setting limits counts, transfers, returns and disbursements to active batch assignments?
- Which permissions does an admin need to manage Reports and Dashboards Settings in the Admin Console?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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