Health Cloud Administration
jIntelligent Sales Sample Flows for Field Inventory Management
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
With sample flows such as Trial Request Management and Loan Request Management, your customers can take your products for a test drive and return them safely to you. If you have products you give out as samples, then the Sample Request Management flow is for you. You even have flows designed to facilitate the process of product retrieval and efficiently manage cycle counts. Leverage the full potential of these flows by customizing them as per your unique business needs.
Let’s take a quick look at the sample flows and what they can do for your business.
- Sample Request Management (Request Capture and Request Fulfillment)
- This flow captures the provider's request for a sample product, then fulfills the request when the product is delivered to the provider. It also updates the serialized product inventory and captures the provider’s e-signature for regulatory compliance.
- Trial Request Management (Request Capture and Request Fulfillment)
- This flow captures the provider's request for a trial product, then fulfills the request when the product is delivered to the provider. It links the request with a new or existing opportunity, creates an order, and updates the serialized product inventory. The flow also captures the provider’s e-signature for regulatory compliance.
- Loan Request Management (Request Capture and Request Fulfillment)
- This flow captures the provider's request for a trial product, then fulfills the request when the product is delivered to the provider. It also creates an order for the delivered product, updates the serialized product inventory, and captures the provider’s e-signature for regulatory compliance.
- Product Retrieval Management (Retrieval of Trial and Loan Products)
- This flow enables the retrieval of a product provided as a loan or a trial. It captures the product condition details and quantity at the time of retrieval and updates the serialized product inventory. It also captures the provider’s e-signature for regulatory compliance.
- Mark as Lost
- The Mark as Lost cycle count flow updates the serialized product inventory by marking a product as lost during a cycle count.
- Relate to Order
- The Relate to Order cycle count flow updates the serialized product inventory by relating a product to a new or existing order during a cycle count. You also have the option of linking the order with an existing visit for the selected account.
To learn more about the sample flows and get instructions for deploying them to Salesforce, see Accelerator: Intelligent Sales Sample Flows.