--- schema_version: "1" id: 38807b13dbe907aee5ac1360ba022d6cf1cd6e32caac7096a9f72da40df85945 title: Life Sciences collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_lifesciences.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_lifesciences.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 2c8552d575397ab4ee4ef4b45b6214eaf19b8e8572a43afc4ad49fea6113917b description: 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. products: - Cross Cloud release: "264" --- # 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_account_management.htm&release=264.0.0&type=5)** Reduce manual work and keep assignments accurate by automating complex territory alignments. - **[Enablement Coaching](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_enablement_coaching.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_planning.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_event_management.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_intelligent_content.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_order_management_release_highlights.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_automate_content_ingestion.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_tableau_next_lightning_page_embed.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_patient_engagement_atm_digital_verification.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_order_management_new_changed_objects.htm&release=264.0.0&type=5)** Do more with the new and changed Life Sciences objects. - **[New and Changed Invocable Actions in Life Sciences](https://help.salesforce.com/s/articleView?id=release-notes.rn_invocable_actions.htm&release=264.0.0&type=5)** Use the new invocable actions in Life Sciences. - **[New and Changed Connect REST API Resources in Life Sciences Cloud](https://help.salesforce.com/s/articleView?id=release-notes.rn_lifesciences_connect_apis.htm&release=264.0.0&type=5)** Connect REST APIs help customers, and partners integrate with Salesforce software and UIs. ## Life Sciences Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Order Management**:[Order Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_order_management_release_highlights.htm&release=264.0.0&type=5 "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.") (Updated the week of October 12, 2026) - Added a disclaimer clarifying the scope and associated costs. - **Account Management**: [Find Accounts Faster with Relevance-Based Search on the iPad](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_relevance_based_account_search.htm&release=264.0.0&type=5 "Spend less time scrolling through an undifferentiated mix of Account Search results to find the account you’re looking for. The improved Account Search now surfaces the strongest account matches first, prioritizing results by relevance rather than alphabetically. Dynamic filters help you switch between address-only matches, account-only matches, and a consolidated view, eliminating the need to drill into individual results to pinpoint the field matched. Earlier, Account Search produced a single list of accounts in alphabetical order, with no indication of the matching field.") (Updated the week of October 5, 2026) - Added a release note to announce the Relevance-Based Account Search enhancement in Account Management. - **Engagement Planning**: [Configure Time Off Territory Categories to Meet Your Organization’s Scheduling Needs](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_planning_configurable_tot.htm&release=264.0.0&type=5 "Represent your organization's unique downtime categories by configuring time off territory (TOT) events, such as company celebration days, training, and regulatory duties. Apply TOT rules to these downtime categories to specify whether users can schedule these TOT events alongside other activities, reducing scheduling conflicts, and staying aligned with your organizational policies.") (Added the week of October 5, 2026) - **Engagement Execution**: [Focus Attendee Data Entry on Samples and Marketing Items](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution_restrict_attendee_entries.htm&release=264.0.0&type=5 "Keep product details and discussions consistent across all attendees in a group visit while supporting per-attendee data entry where regulations require it. Show only the Samples, Direct to Practitioner, and Marketing Items sidebars on the Attendee Visit Engagement page if they’re available. Product details from the parent visit apply to all attendees automatically, so your field users can focus on capturing only the data that's specific to each individual attendee.") (Added the week of October 5, 2026) - **Engagement Execution**: [Host Twilio Remote Sessions from the Desktop Site](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution_remote_engagement_web_twilio.htm&release=264.0.0&type=5 "Field users can now use Twilio to conduct remote sessions with healthcare professionals (HCPs) from their desktop without relying on external video tools. The remote session stays within the context of the visit so that sales reps can capture presentation metrics, device data, and consent or product signatures for each participant. HCPs join remote sessions by using a secure link on any device without installing an app. Previously, remote engagement with Twilio was available only in the Life Sciences Cloud mobile app.") (Added the week of October 5, 2026) - **Engagement Execution**: [Request Remote Consent Signatures from Participants on Mobile Phones](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution_remote_consent_smartphone.htm&release=264.0.0&type=5 "Your field users can request and capture consent signatures from healthcare professionals (HCPs) who join remote sessions on their phones, in addition to product and sample signatures. HCPs review consent topics, opt in or opt out, and provide electronic signatures. Previously, requesting consent signatures required HCPs to join from a laptop or desktop.") (Added the week of October 5, 2026) - **Engagement Execution**: [Access Custom LSC Apps Offline](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_lwc_bundle_priming.htm&release=264.0.0&type=5 "Give your field reps immediate access to offline-enabled Life Sciences Cloud (LSC) apps without a prior connected session. During each sync, the Life Sciences Cloud mobile app downloads custom app bundles to field reps' devices.") (Added the week of October 5, 2026) - **Engagement Execution**: [Resolve GraphQL Queries Offline in Custom LSC Apps](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_offline_graphql.htm&release=264.0.0&type=5 "Keep your custom Life Sciences Cloud (LSC) apps working for field reps when their devices lose connectivity. When a rep is offline, the Life Sciences Cloud mobile app resolves GraphQL queries from your custom Lightning web components (LWCs) against the data that's synced to the device.") (Added the week of October 5, 2026) - **Engagement Execution**: [Combine Multiple Components in a Single LSC App](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_compose_life_sciences_apps.htm&release=264.0.0&type=5 "Build richer, more complex Life Sciences Cloud (LSC) apps for your field reps without hitting the single-app limit in the Life Sciences Cloud mobile app. A single LSC app on the Home Page or on a tab in a Lightning record page can now contain multiple nested custom Lightning web components (LWCs). Design a component one time, such as a list, a card, or a menu, and reuse it across multiple LSC apps.") (Added the week of October 5, 2026) - **Event Management**: [Support Faster Managed Event Record Creation with Fewer Clicks](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_event_management_event_type_mappings.htm&release=264.0.0&type=5 "Automatically classify a managed event based on its record type, instead of entering the same information twice. Use event type mappings to support more reliable reporting and eliminate data mismatches and inconsistencies in downstream workflows.") (Updated the week of October 5, 2026) - Added a release note to announce the Event-Type Mapping enhancement in Event Management. - **Event Management**: [Streamline the Managed Event Participant Creation Process](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_event_management_participant_type_mappings.htm&release=264.0.0&type=5 "Extend participant type assignments beyond the standard participant types to any Managed Event Participant record type of your choice. Specify a record type once instead of re-entering participant type and role details across multiple steps. Create records faster and with fewer errors by automatically populating the Event Management Participant Type, Event Management Participant Role, and the Event Management Participant Type Role Mapping fields in the Managed Event Participant records.") (Updated the week of October 5, 2026) - Added a release note to announce the Participant-Type Mapping enhancement in Event Management. - **Intelligent Content**: [Capture Detailed Interaction Data Within Presentation Pages](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_in_content_interaction_tracking.htm&release=264.0.0&type=5 "Go beyond page views to gain deeper visibility into how healthcare professionals (HCPs) engage with your presentation content. Use the trackInteraction function in your HTML slides to track specific interactions within each presentation page, such as button taps, link clicks, and video plays. Life Sciences Customer Engagement captures the account and visit details with each interaction so that you can report on presentation effectiveness and refine your content strategy.") (Added the week of October 5, 2026) - **Intelligent Content**: [Track Email Fragment Usage Across Your Field Team](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_email_fragment_usage_tracking.htm&release=264.0.0&type=5 "See which email fragments your sales reps include when corresponding with healthcare professionals (HCPs). Report on fragment usage across email templates, products, and time periods to measure content effectiveness. Sending an email generates a Life Science Email Fragment record for each included fragment, capturing a snapshot of that fragment's version and content. Subsequent edits to a fragment don't affect existing tracking records, so you always have an accurate, auditable history of what your reps communicated.") (Added the week of October 5, 2026) - **Intelligent Content**: [Work Faster in the Content Library and Presentation Player](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_intelligent_content_player_improvements.htm&release=264.0.0&type=5 "Field users can now open inquiries and start surveys for the main account directly from the presentation player menu without interrupting the interaction. On the desktop site, Inquiry and Survey quick actions are also available for each account in the Attendees list, providing a consistent experience across devices. In the mobile app, the content library now shows four presentation thumbnails per row, making it easier to find the correct content. Updated button styling makes navigation easier, and drag handles make slide reordering smoother in custom presentations.") (Added the week of October 5, 2026) - **Intelligent Content**: [Reach the Right Healthcare Professionals with Automatic Email Selection on Mobile](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_field_email_best_email_mobile.htm&release=264.0.0&type=5 "To improve engagement and response rates, the Life Sciences Cloud mobile app now selects the best opted-in email addresses automatically. Email recipients now also appear in the same order as on the desktop site for a consistent experience across devices. The recipient list is ordered based on the preference rank on contact point email records, with ranked addresses appearing first in ascending order, unranked addresses appearing next, and ties broken alphabetically. Your field users can also select different available email addresses based on your organization's consent settings.") (Added the week of October 5, 2026) - **Intelligent Content**: [Expand Data 360 Insights by Using Email Fragment and Presentation Data Streams](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_email_fragment_data_cloud.htm&release=264.0.0&type=5 "Enrich your Data 360 integrations with new and updated bundles in the Life Sciences Data Kit. A new Email Message Fragment data model object and data stream capture the fragments that your sales reps include in each sent email. Expanded Email Message data stream mappings capture send status, scheduling, consent, and template details. Updated Presentation Click Stream Entry data stream mappings record in-content interactions, such as video plays and button taps.") (Added the week of October 5, 2026) - [New and Changed Objects for Life Sciences](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_order_management_new_changed_objects.htm&release=264.0.0&type=5 "Do more with the new and changed Life Sciences objects.") (Updated the week of October 5, 2026) - Added an entry for the new DowntimeCategory field on the TerritoryUserDowntime object. - Added entries to the Intelligent Content section. ### September 2026 - **Engagement Planning**: [Set Up Key Account Management Faster with an AI Coding Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_key_account_management_with_ai.htm&release=264.0.0&type=5 "Automate the multi-step Key Account Management (KAM) implementation process by using an AI coding agent that handles all the prerequisite setup tasks—like permission set assignments and stakeholder picklist creation. Get standardized goals and tasks that you import directly into account plans and territory business plans. Use natural-language utterances to provide record data for the KAM user, territory, account, product, or the stakeholders—or confirm the data that’s supplied by your agent. Built-in guardrails help you stay compliant: the agent asks for your explicit approval before taking any org-wide action and verifies record data against your org before submitting changes. Complete the implementation process at your own pace by pausing and resuming sessions as needed.") (Added the week of September 21, 2026) - **Engagement Execution**: [Prepare Life Sciences Cloud for a Field Rep’s First Visit](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_prepare_first_visit.htm&release=264.0.0&type=5 "Use an AI coding agent to take a package-ready Life Sciences Cloud org from initial configuration to a field rep's first visit. The headless workflow configures territories and users, deploys the required metadata, creates minimal test data, and regenerates the mobile metadata cache for synchronization. Field reps get a working Visit foundation on the web, with data prepared for synchronization to an enrolled iPad.") (Added the week of September 21, 2026) - **Engagement Planning**: Configure Time Off Territory Categories to Meet Your Organization’s Scheduling Needs (Removed the week of September 21, 2026) - [New and Changed Objects for Life Sciences](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_order_management_new_changed_objects.htm&release=264.0.0&type=5 "Do more with the new and changed Life Sciences objects.") (Updated the week of September 21, 2026) - Removed the entry for the DowntimeCategory field on the TerritoryUserDowntime object. - **Event Management**: [Strengthen Data Monitoring by Using the New Event Management Trigger Handlers](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_event_management_new_trigger_handlers.htm&release=264.0.0&type=5 "Keep data consistent, accurate, and audit-ready by using the new trigger handlers. Ensure that utilization limits remain in sync with changes in Managed Event or Managed Event Participant records. Stay compliant by blocking or flagging record updates that bypass monetary caps. Make sure that event data stays current by automatically refreshing expense buckets when estimated expenses or participant allocations change.") (Updated the week of September 7, 2026) - Updated the How section to include the trigger handler names. ### August 2026 - [New and Changed Objects for Life Sciences](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_order_management_new_changed_objects.htm&release=264.0.0&type=5 "Do more with the new and changed Life Sciences objects.") (Updated the week of August 31, 2026) - Added entries for the new IsVerbalConsent and ConsentDocumentReference fields on the CommSubConsentCmplSnpsht object.