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.
Where: This feature is available in Lightning Experience in Enterprise and Unlimited editions with the Life Sciences Cloud license and the Life Sciences Cloud for Customer Engagement add-on license, and where the Life Sciences Cloud for Customer Engagement managed package is installed.
Who: This feature is available to users with the Health Cloud Starter permission set and the Life Sciences Commercial Admin permission set.
Why: Setting up a Life Sciences Cloud org for the first field visit involves connected configuration across territories, users, permissions, page layouts, visit data, and mobile synchronization. The guided workflow brings these elements together and validates that a rep can own a visit and complete a provider visit report with product and its related objectives and messages.
How: Add these skills to your AI coding agent in Claude Code and Agentforce Vibes, and start a conversation with your agent.
- life-sciences-fieldsalesrep-coordinate
- life-sciences-prerequisites-validate
- life-sciences-territory-configure
Use a provisioned org that has the Life Sciences Cloud managed package installed and its installation prerequisites enabled. Ask your AI coding agent, such as Claude Code or Agentforce Vibes, to configure the org for a field rep’s first visit. Review and approve the proposed metadata deployment, territory activation, and user configuration.
The workflow deploys the Life Sciences Cloud configuration, creates and assigns the field rep, generates minimal test data, validates the visit, and regenerates the mobile metadata cache. After synchronization, manually confirm the result in the Life Sciences Cloud app on an enrolled iPad.