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.
Order Management for Agentforce Life Sciences only includes Orders and Pricing functionality. Use of other Order Management-aligned services, features, and/or functionality (e.g., Billing) can result in increased subscription costs for customers. For specific cost details, please contact your Salesforce account executive.
- Set Up Order Management Features from a Single Location
Use Salesforce Go to discover and set up Order Management features in one location, as well as access help and content resources. - Conduct Faster, Accurate In-Store Execution with Store Check
Help your users conduct in-store execution at retail locations, such as pharmacies, to evaluate product performance. Use Store Check to define the activities and key performance indicators that you want to measure. Store Check compares captured values with your targets for each store so that field users can identify stock gaps and compliance issues in real time. Set up geolocation tracking to meet your organization's needs and capture the field user's location when a visit starts. Configure surveys to generate actionable insights that drive better execution and decisions. - Manage Quoted Orders from Anywhere
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. - Create Consistent and Transparent Quoted Orders with Pricing Procedures
Provide calculated, consistent pricing everywhere that your reps sell by setting up product base prices and a pricing procedure on the desktop site. Automatically calculate order prices and discounts for every quoted order by adding pricing elements and discounts. Configure a price waterfall so that reps can show store managers the line-level net order price and a step-by-step pricing breakdown. By centralizing pricing calculations, your reps get the same prices on the mobile app even when they're offline.