Manage Inventories, Surgical Cases, and Cycle Counts with Intelligent Sales | Health Cloud Administration

Maximize productivity for your sales teams by giving them the tools required to efficiently plan and execute their surgical case visits and cycle counts. Give your teams valuable insight into field inventory and impacted revenue, with visits-based product availability projections. If someone has a product shortfall, they can request a product transfer from a nearby inventory. Reps can also blaze through cycle counts with fewer errors using their mobile devices.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences

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Learn About Intelligent Sales for Health Cloud

Get Oriented

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Get to know Intelligent Sales.

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Data Model

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Explore the Health Cloud data models and objects that support your sales team.

Intelligent Sales Data Model

Set Up and Manage Intelligent Sales

Visit Types in Intelligent Sales
Intelligent Sales helps your sales reps and sales operations teams schedule visits for your business. Visits can be either surgical case visits for your reps to sell their products, or cycle count visits for your reps to audit their inventories. Visit types are created using the Work Type object.
User Personas for Intelligent Sales
Working with Intelligent Sales incorporates three types of activities. The optimal way to use Intelligent Sales is to divide and conquer these activity types with different user personas.
The Intelligent Sales Data Model
Intelligent Sales uses many objects to work its magic for your sales teams. But not all user roles interact directly with these objects. Admins interact with them more than sales reps or other field-oriented roles.
Enable Intelligent Sales
Before your users can use Intelligent Sales, you must enable the Intelligent Sales and Visit Inventory Management org prefs in your Salesforce org.
Assign Permission Sets for Intelligent Sales
Assign the ActionPlans, Health Cloud Foundation, and Industries Visits permission sets to your users so that they can use Intelligent Sales.
Set Up Visit and Inventory Access
Set up the right object permissions so that users access just the visits and inventories they’re responsible for. You can use Sharing Settings and custom Apex triggers to set up access.
Use External Data Sources for Expected Quantity in Cycle Counts
Expected quantities in cycle counts are automatically calculated from product item records in Intelligent Sales. However, if you need to use external data sources for these numbers, use our IFetchInventoryCount Apex Interface with your own custom Apex classes and methods.
Configure the Page Layouts for Product Transfer and Product
Configure the page layouts of Product Transfer and Product before your users start using Intelligent Sales. The default layout doesn’t include Source Location, Status, and Expected Pickup Date fields for Product Transfer, and the Serialized field for Product. You must add these fields to the page layouts.
Set Up Data for Intelligent Sales
To help your users get the most out of Intelligent Sales, make sure that your Salesforce org is set up with the right data.
Intelligent Sales Sample Flows for Field Inventory Management
Manage your serialized inventories using the Intelligent Sales Sample Flows for Field Inventory Managements. Capture and fulfill product requests and ensure all products are accounted for by performing cycle counts with built-in business processes designed to optimize field inventory management. To ensure that the flows meet your business’ unique needs, flows are customizable.