Sample limit templates and territory quantity allocations

What the exam expects

• Choose the sample limit template type (default country-specific, default generic, custom generic, advanced) and its enforcement type from a compliance requirement.
• Assign templates to products, change product rules and pick the sample limit job that creates, updates or deletes provider sample limit records.
• Set up automatic initialization for new HCP and HCO accounts, and recover when it fails.
• Choose between account sample limits and territory product quantity allocations, and configure each visit validation.

Key terms:

• Sample limit template: a record holding the rules, operations and limits evaluated for each assigned product and account.
• Provider sample limit: the per-account, per-product limit record that a sample limit job or trigger handler creates from a template.
• Account segment: a reusable group of accounts built as a Salesforce actionable list.
• Territory product quantity allocation: a record setting how much of a sample product a territory can distribute in a time period.

Key facts

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