Simplify the sampling process for standard catalog products configured as samples by creating requests directly from opportunities, leads, visits, or sales agreements. Add products quickly through a guided flow, referencing price books to support accurate product selection. Monitor request status using configurable stage management for timely approvals and controlled sample distribution.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Manufacturing enabled.
Who: To use Sample Management, users need the Manage Sample Management permission.