Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Samples Management

Enable pharmaceutical companies to efficiently handle and distribute drug samples to healthcare providers. Enhance drug sales and keep healthcare providers informed about the safe and effective use of products, leading to quicker treatments. Track and manage sales representative inventories of samples, ensuring compliance with regulations, and maintaining accurate records of distribution. Effective sample management is crucial for supporting healthcare providers and low-income patients, and ensuring ethical practices and regulatory compliance.

To learn more about the standard objects used in this data model, refer Standard Objects.

Sample Inventory Management

Sample Inventory Management streamlines tracking and managing sample inventory to ensure compliance with regulations, accurate record keeping, and adherence to organizational policies. It supports inventory counting and enable sales representatives to maintain accurate and up-to-date records.

The data model diagram for Advanced Therapy Management with Health Cloud objects and Salesforce Scheduler objects.

For more details and a larger image, visit the Data Model Gallery.

Product Territory Allocation

Manage the allocation of drug samples to territories and validate against the remaining quantity or maximum disbursement limit to support organizational policies on sample distribution and disbursement.

The data model diagram for Advanced Therapy Management with Health Cloud objects and Salesforce Scheduler objects.

For more details and a larger image, visit the Data Model Gallery.

Sample Limits

Support effective sample management by maintaining control over sample quantities and aligning distribution practices with organizational policies. Set boundaries on how pharmaceutical samples are distributed to ensure compliance with regulatory requirements and optimize resource allocation. By implementing predefined sample limits templates, organizations can enforce limits systematically and consistently across different account segments, streamline administrative tasks, ensure regulatory adherence, and prevent over-distribution.

For more details and a larger image, visit the Data Model Gallery.

Agentforce Life Sciences Developer Guide

Samples Management

Sample Inventory Management

Product Territory Allocation

Sample Limits