Life Sciences

Field reps can dictate visit notes and automatically populate records, even while offline. Order Management makes it easy to execute store checks accurately and create quoted orders with consistent and transparent pricing. Event Management now provides real-time notifications when participants overutilize accounts or their estimated expenses exceed monetary limits, supporting regulatory compliance and expenditure management.

• Account Management
  Reduce manual work and keep assignments accurate by automating complex territory alignments.
• Enablement Coaching
  Drive employee development and standardize field evaluations across your organization. Admins can build weighted assessment templates by using the Discovery Framework to enforce consistent evaluation standards across the organization. Coaches can schedule sessions from their calendar, conduct evaluations offline during field visits, link field activity records for context, and compare current scores against historical evaluations to measure progress and target growth areas. Coachees gain clear visibility into performance expectations, track their progress over time, and receive actionable development roadmaps. Strengthen development conversations with employee self-evaluation and meet regional compliance requirements with formal acknowledgments.
• Engagement Planning
  Clone activity plans for a new cycle, review and adjust them in the mobile app, and configure Time Off Territory downtime categories so events match how your organization schedules.
• Engagement Execution
  Capture visit details by voice on an iPad instead of typing them manually after each meeting. Switch between attendees and start collecting information in group visits faster. Record consent in more ways, including verbal and paper-based options.
• Event Management
  Plan participant expenses earlier in the event lifecycle by including projected costs in monetary cap checks. Prevent account overutilization with configurable attendance limits, preserve monetary cap totals after account merges, and use admin-controlled handlers to keep totals up to date.
• Intelligent Content
  Track how healthcare professionals (HCPs) interact with specific presentation elements to understand which content drives engagement. Record which email fragments sales reps include in communications to healthcare professionals. Set retention periods for interaction data to manage storage in your org.
• Order Management
  Order Management for Agentforce Life Sciences gives field reps a complete, end-to-end experience from setup to signature. Build and submit quoted orders from anywhere—web or mobile, online or offline—and finalize deals on-site. Run consistent, accurate in-store audits with Store Check to catch stock gaps and compliance issues as they happen. Every quoted order reflects the same trusted, calculated pricing everywhere that your reps sell. And with everything centralized in one setup location, get your org up and running fast.
• Seamlessly Import External Remediated Content into Life Sciences Cloud
  Use the Content Ingestion API to ingest remediated content from external digital asset management systems into Life Sciences Cloud. The source-agnostic REST API loads prepared ZIP packages (CLM presentations), PDFs, and preconfigured email templates, while automating territory distribution and activation.
• Add Tableau Next Components to Lightning Pages
  Bring analytics into context alongside the records that field users work with. Add Metric, Visualization, and Dashboard components to Lightning record and home pages in Lightning App Builder. Previously, Tableau Next content was available only through a dedicated metrics tab, requiring field users to navigate away from their work.
• Digital Verification Setup Is Changed for Internal and Portal Users
  Manage electronic signatures in Salesforce more efficiently by using Digital Verification. Previously, you had to configure a connected app for internal users. Starting in Winter '27, you don't need to configure a connected app or external client app for internal users. For portal users, you can now configure an external client app for Digital Verification.
• New and Changed Objects for Life Sciences
  Do more with the new and changed Life Sciences objects.
• New and Changed Invocable Actions in Life Sciences
  Use the new invocable actions in Life Sciences.
• New and Changed Connect REST API Resources in Life Sciences Cloud
  Connect REST APIs help customers, and partners integrate with Salesforce software and UIs.