---
schema_version: "1"
id: 94a4886dd5bed02bb8470a26bf65240be3b04097ee4e78b2dcbdaa0506f14cd3
title: Samples Management
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/life_sciences_dev_guide/life_sciences_samples_management.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_samples_management.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 6319d46fd755abd1b10347e11a9502763c1d80e1781724b6cc3b33df60681486
description: Enable pharmaceutical companies to efficiently handle and distribute drug samples to healthcare providers. Enhance drug sales and keep healthcare providers informed about the safe and effective use of products, leading to quicker treatments. Track and manage sales representative inventories of samples, ensuring compliance with regulations, and maintaining accurate records of distribution. Effective sample management is crucial for supporting healthcare providers and low-income patients, and ensuring ethical practices and regulatory compliance.
---
# Samples Management

Enable pharmaceutical companies to efficiently handle and distribute drug samples to healthcare providers. Enhance drug sales and keep healthcare providers informed about the safe and effective use of products, leading to quicker treatments. Track and manage sales representative inventories of samples, ensuring compliance with regulations, and maintaining accurate records of distribution. Effective sample management is crucial for supporting healthcare providers and low-income patients, and ensuring ethical practices and regulatory compliance.

## Sample Inventory Management

Sample Inventory Management streamlines tracking and managing sample inventory to ensure compliance with regulations, accurate record keeping, and adherence to organizational policies. It supports inventory counting and enable sales representatives to maintain accurate and up-to-date records.

![Sample Inventory Management entity relationship diagram](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/dev_guides/life_sciences/images/lsc_life_sciences_samples_invt_mgmt.png)

For more details and a larger image, visit the [Data Model Gallery](https://developer.salesforce.com/docs/platform/data-models/guide/inventory-management.html "HTML (New Window)").

## Sample Limits

Support effective sample management by maintaining control over sample quantities and aligning distribution practices with organizational policies. Set boundaries on how pharmaceutical samples are distributed to ensure compliance with regulatory requirements and optimize resource allocation. By implementing predefined sample limits templates, organizations can enforce limits systematically and consistently across different account segments, streamline administrative tasks, ensure regulatory adherence, and prevent over-distribution.

## Product Territory Allocation

Manage the allocation of drug samples to territories and validate against the remaining quantity or maximum disbursement limit to support organizational policies on sample distribution and disbursement.

![Product Territory Allocation entity relationship diagram](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/dev_guides/life_sciences/images/lsc_sample_limits_prod_terr_allocation_data_model.png)

For more details and a larger image, visit the [Data Model Gallery](https://developer.salesforce.com/docs/platform/data-models/guide/sample-limits-and-product-territory-allocation.html "HTML (New Window)").

## Samples Management Objects in Life Sciences Customer Engagement

- [Account](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_account_custom_fields.htm)
- [Address](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_address.htm)
- [Contact](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_contact_custom_fields.htm)
- [Inventory Count Assessment](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_inventorycountassessment.htm)
- [Inventory Count Product Batch Item](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_inventorycntprodtbatchitem.htm)
- [Inventory Operation](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_inventoryoperation.htm)
- [Life Science Marketable Product](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_lifescimarketableproduct.htm)
- [Location](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_lsclocation.htm)
- [Product Disbursement](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_productdisbursement.htm)
- [Product Item](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_hc_productitem.htm)
- [Product Item Transaction](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_productitemtransaction.htm)
- [Product Request](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_productrequest_custom_fields.htm)
- [Product Request Line Item](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_productrequestlineitem_fields.htm)
- [Product Transfer](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_product_transfer_custom_fields.htm)
- [Product2](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_hc_product2.htm)
- [Production Batch](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_productionbatch.htm)
- [Provider Sample Limit](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_providersamplelimit.htm)
- [Provider Sample Limit Template](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_providersamplelimittemplate.htm)
- [Provider Sample Limit Template Assignment](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_providersmpllmttmplassignment.htm)
- [Provider Visit](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_providervisit.htm)
- [Provider Visit Requested Sample](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_providervisitrqstsample.htm)
- [Provider Visit Sample Limit Discrepancy](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_prvdvstsmpllmtdiscrepancy.htm)
- [Provider Visit Sample Limit Transaction](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_prvdvstsmpllmttransaction.htm)
- [Territory Product Quantity Allocation](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_territoryprodtqtyallocation.htm)
- [Territory2](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_territory2.htm)
- [Time Period](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_timeperiod.htm)
- [User](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_user.htm)
- [Visit](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_visit.htm)

To learn more about all objects used in Life Sciences, see [Life Sciences Objects](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_list.htm).