Field reps can create quoted orders, add products, and submit them for approval from Life Sciences Customer Engagement or the Life Sciences Cloud mobile app—even offline. Field reps can pre-populate orders from an account's last order or assortments, reducing manual data entry and line-item errors, and finalize deals on-site by capturing digital signatures. You can also configure approval workflows that restrict unauthorized edits to a submitted order, while sales managers can still unlock or approve it.
Where: This feature is available in:
- Lightning Experience in Enterprise and Unlimited editions with the Life Sciences Cloud license, the Life Sciences Cloud for Customer Engagement add-on license, and the Revenue Lifecycle Management add-on license, and where the Life Sciences Cloud for Customer Engagement managed package is installed.
- Life Sciences Cloud mobile app for iOS (iPad only).
How: From Setup, select Salesforce Go. Select Agentforce Life Sciences, and turn on LSC Order Management.