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Salesforce Certified Agentforce Life Sciences Consultant Question and Answers

Salesforce Certified Agentforce Life Sciences Consultant

Last Update May 29, 2026
Total Questions : 120

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Questions 1

Choose 1 option.

Cumulus Pharma is launching a new “Immunology Monthly” newsletter for its “Immunexis” product. The Agentforce Life Sciences Consultant should configure the Consent Management module so that field sales reps can capture opt-ins for this specific newsletter.

Which record should the consultant create to link the “Immunology Monthly” Communication Subscription to the “Immunexis” product record?

Options:

A.  

Engagement Channel Type

B.  

Data Use Purpose

C.  

Communication Subscription Consent

Discussion 0
Questions 2

Choose 1 option.

Cumulus Pharma uses Agentforce Life Sciences for Customer Engagement to provide Account Summaries. The Agentforce Life Sciences Consultant configured a Cross-Object Field History Graph to include related Provider Visit and Medical Inquiry records. Key Account Managers report that summaries include all related data; however, field sales reps report that their summaries exclude visit and inquiry data. Both user groups have Read access to the underlying objects.

What is the cause of this issue?

Options:

A.  

The Cross-Object Field History Graph is not assigned to the field sales rep profile.

B.  

The field sales rep has not been added to a Data 360 segment used for summarization.

C.  

The field sales rep profile does not have View All permissions on these objects.

Discussion 0
Questions 3

Choose 1 option.

Cumulus Pharma uses the Medical Insights feature in Agentforce Life Sciences for Customer Engagement to record insights from engagements with Healthcare Providers (HCPs). The company’s customer engagement analytics team is reporting duplicate upvotes made by field sales reps and an inability to see the total count of upvotes on the Medical Insights record.

Which out-of-the-box configuration should an Agentforce Life Sciences Consultant use to address the upvote issues?

Options:

A.  

Activate MedicalInsightValidationHandler.

B.  

Use validation rules and a new roll-up summary field.

C.  

Activate UserReactionMedicalInsightHandler.

Discussion 0
Questions 4

Choose 1 option.

Cumulus Pharma discovered a gap in the current call-detailing process. While field sales reps are successfully capturing consent for the “Immunexis KOL Webinar Series,” some records are submitted without a digital signature. To satisfy strict audit requirements, the company mandates that every consent captured on a mobile device must include a captured signature from the Healthcare Provider (HCP). This requirement must be enforced globally within the Agentforce Life Sciences mobile app, ensuring the signature pad is mandatory during the consent flow.

Which step in the Admin Console should the Agentforce Life Sciences Consultant configure?

Options:

A.  

Create a validation rule on the Communication Subscription Consent object to ensure the DigitalSignatureId field is not null.

B.  

Navigate to Consent Administration, locate the Signature Section, and change the configuration setting to Required.

C.  

Assign the Agentforce Enforce Electronic Signature custom permission to the field sales rep profile.

Discussion 0
Questions 5

Choose 1 option.

When a field sales rep delivers samples they have physically received but have not yet acknowledged in the system, a Product Disbursement record is created with a warning. The system must maintain inventory integrity.

Which action is required to reconcile the product sample count?

Options:

A.  

The system temporarily pauses updates to the Remaining Quantity and Quantity On Hand fields; the rep must acknowledge the inventory, and then click the Resolve Disbursement quick action button to finalize the update.

B.  

The disbursement is blocked until the Life Sciences Commercial Admin manually overrides the “Unresolved” status in the Admin Console under Org-Wide Settings.

C.  

The system automatically triggers a Manual Adjustment operation to force the counts to match; the rep must then generate an electronic receipt to clear the warning.

Discussion 0
Questions 6

Choose 1 option.

Cumulus Pharma has deployed an Experience Cloud site to serve as the portal for Remote Engagement video calls. When a Healthcare Provider (HCP) attempts to join a call using the link provided in their email, they receive an insufficient permissions error.

What should the Agentforce Life Sciences Consultant assign to the Site Guest User to resolve this access issue?

Options:

A.  

The Life Sciences Commercial Admin permission set

B.  

A standard Customer Community Plus license

C.  

The Access Remote Engagement for Digital Experience permission set

Discussion 0
Questions 7

Choose 1 option.

Cumulus Pharma developed a custom Lightning web component to display “Competitor Insights” directly on the Account record page in the Agentforce Life Sciences mobile app. The component was added to the page, but it fails to render correctly as an inline component.

Which prefix should be applied to the Lightning web component’s API name to ensure it functions as an inline component in the mobile app?

Options:

A.  

lsc_mobile_

B.  

lscMobileInline_

C.  

mobileInline_

Discussion 0
Questions 8

Choose 1 option.

Cumulus Pharma wants the field team to log internal activities, such as “Quarterly Sales Training” or “Team Lunch,” on their Agentforce Life Sciences for Customer Engagement calendar. These events are not related to specific Accounts, such as Healthcare Providers (HCPs) or Healthcare Organizations (HCOs), but must be visible for capacity planning. The solution must use the standard Agentforce Life Sciences object designed for non-customer schedule items.

Which object should an Agentforce Life Sciences Consultant use to log these activities?

Options:

A.  

General Event

B.  

Event

C.  

Time Off Territory

Discussion 0
Questions 9

Choose 1 option.

Cumulus Pharma completed a major territory realignment for the new fiscal year. Its sales operations team wants to ensure two things happen:

    All territory-based visit metrics are recalculated.

    Field sales reps in newly assigned territories gain access to historical visit data for new accounts.

Which sequence of actions should be configured in the Agentforce Life Sciences for Customer Engagement Admin Console?

Options:

A.  

Schedule the “Visit Share Management” job, which automatically executes the “Update Provider Account Territory Information” job when necessary.

B.  

Run the “Update Provider Account Territory Information” job, then run the “Visit Share Management” job.

C.  

Run the “Visit Share Management” job, then run the “Update Provider Account Territory Information” job.

Discussion 0
Questions 10

Choose 1 option.

A field sales rep bulk deletes several planned visits from the calendar for an upcoming week and then notices that two visits still appear on the calendar.

Why are these visits still visible?

Options:

A.  

The bulk delete action applies only to visits that match the selected account list, and the remaining visits are associated with accounts outside that list.

B.  

The bulk delete action was performed from a filtered calendar view, and the remaining visits were not included in the deletion scope.

C.  

Visits where the rep is added as an attendee are currently set to appear on the calendar, so those visits remain visible even though they are managed by a colleague.

Discussion 0
Questions 11

Choose 1 option.

Cumulus Pharma wants to visualize the complex web of relationships for a Healthcare Provider (HCP). The HCP is employed by one hospital, affiliated with two additional hospitals, and is a Key Opinion Leader (KOL) for a research study. Field sales reps need a single, interactive visual graph embedded on the HCP’s record page so they can see and navigate to the related records without clicking multiple related lists.

Which feature should an Agentforce Life Sciences Consultant implement?

Options:

A.  

Actionable Relationship Center

B.  

Einstein Relationship Insights

C.  

Account Hierarchy Visualization

Discussion 0
Questions 12

Choose 1 option.

An Agentforce Life Sciences Consultant is creating a new Activity Plan record. The requirement is to configure a plan that allows a strategic cycle where field sales reps act on goals defined by the home office for a specific period.

Which Usage Type must the consultant select to enable this behavior?

Options:

A.  

Provider Plan Cycle

B.  

Account Plan

C.  

Territory Objective

Discussion 0
Questions 13

Choose 1 option.

An Agentforce Life Sciences Consultant wants to enable the option for field sales reps to CC emails to their colleagues from the Agentforce Life Sciences mobile app.

Which email setting should the consultant enable?

Options:

A.  

Add Colleagues as CC

B.  

Add CC Recipients

C.  

Enable CC Field Representative

Discussion 0
Questions 14

Choose 1 option.

At Cumulus Pharma, many field sales reps revisit the same set of accounts across multiple days, such as following recurring weekly routes or multi-day coverage patterns. Reps want a way to reuse these planned schedules in the future without rebuilding the same visits each time.

What should an Agentforce Life Sciences Consultant recommend to meet this requirement?

Options:

A.  

Create a routine that saves a predefined set of visits and apply it as needed.

B.  

Use account lists to group accounts and schedule visits from the list.

C.  

Create Activity Plans with Account goals and apply them as needed.

Discussion 0
Questions 15

Choose 1 option.

An Agentforce Life Sciences Consultant uses the Account Summarization template to create a cross-object graph for a Life Sciences organization. Users report that the Agentforce summaries successfully include related data but fail to show recent updates made to specific Healthcare Provider Account fields.

What should the consultant configure to ensure the summary reflects the latest changes to these records?

Options:

A.  

Enable history tracking for the fields configured in the template.

B.  

Enable feed tracking for the objects mapped in the template.

C.  

Enable Field Audit Trail for the nodes defined in the template.

Discussion 0
Questions 16

Choose 1 option.

An Agentforce Life Sciences Consultant configured an Activity Plan for the West Coast territory to support a product launch. Field sales reps must submit their proposed visit targets for manager review by a specific date. Any target adjustment exceeding allowed limits must be flagged for review.

How should the consultant configure these deadlines and adjustment limits in Agentforce Life Sciences?

Options:

A.  

Global Calculation Settings for the Provider Activity Measure Type

B.  

Activity Plan record within the Review Details section

C.  

Goal Definition record assigned to the Territory Business Plan

Discussion 0
Questions 17

Choose 1 option.

Cumulus Pharma’s director of compliance requires its field sales reps to verify current sample holdings against the digital audit trail to prepare for an upcoming Food and Drug Administration (FDA) inspection.

Which assessment type meets this requirement?

Options:

A.  

Ad Hoc

B.  

Audited

C.  

Periodic

Discussion 0
Questions 18

Choose 1 option.

Cumulus Pharma uses Agentforce Life Sciences for Customer Engagement Sprints to manage two-week execution cycles. Key Account Managers (KAMs) are marking their sprints as “Finished” in the picklist, but the system does not recognize them as closed for reporting purposes. The picklist value must map to the system state.

Where should the Agentforce Life Sciences Consultant configure this mapping?

Options:

A.  

Life Sciences Settings > Key Account Management > General Settings

B.  

Admin Console > Key Account Management > Sprint Settings

C.  

Object Manager > Sprint > Fields > Status

Discussion 0
Questions 19

Choose 1 option.

Cumulus Pharma has a compliance policy regarding “Off-Label” discussions. The company’s Agentforce Life Sciences Consultant needs to configure the Agentforce Life Sciences visit experience to explicitly control whether field sales reps are allowed to discuss products for indications that have not yet been approved.

Which setting within the Admin Console handles this capability?

Options:

A.  

Compliance Settings > Off-Label Validation

B.  

Visit Settings > Product Detailing Settings

C.  

Visit Settings > Restricted Products

Discussion 0
Questions 20

Choose 1 option.

An Agentforce Life Sciences Consultant has finished configuring the Q4 Launch Plan and set the status to “In Progress.” However, field sales reps report that they cannot see the plan or their targets on their dashboards. The Start Date is today. The system requires a specific batch process to transition the plan from “In Progress” to “Active” based on the start date.

Which job must the consultant run in the Admin Console?

Options:

A.  

Activity Plan Trigger Handler

B.  

Update Activity Plan Status

C.  

Validate Activity Plans

Discussion 0
Questions 21

Choose 1 option.

Cumulus Pharma requires strict adherence to compliance standards regarding sample inventory. A specialty sales rep needs to perform an unscheduled check of their physical inventory before a site visit. Upon counting, they are physically holding 95 units of “Immunexis 50mg,” but the system currently records a balance of 100 units. The sales operations director wants to ensure that, when the rep submits this count, the system follows all compliance guidelines.

Which functionality will meet this requirement?

Options:

A.  

Perform a Return operation for the 5 missing units to the distribution center, then submit an Audited inventory count.

B.  

Submit an Initial inventory count assessment; the system overrides the previous balance with the new value of 95.

C.  

Submit an Ad Hoc inventory count assessment; the system automatically creates an Adjustment transaction to reconcile the difference.

Discussion 0
Questions 22

Choose 1 option.

Cumulus Pharma wants to use the Remote Engagement feature so field sales reps can conduct video calls with Healthcare Providers (HCPs). The Agentforce Life Sciences Consultant has already configured the Twilio External Credentials and the Experience Cloud site; however, when they test the video connection, the media fails to load.

Which step should the consultant complete to allow the video traffic to connect securely?

Options:

A.  

Add Twilio’s site to the Trusted URLs in Salesforce Setup.

B.  

Assign the Life Sciences Field Sales Representative permission set to the Site Guest User.

C.  

Enable the RemoteSessionInvitationVisitHandler trigger handler in the Admin Console.

Discussion 0
Questions 23

Choose 1 option.

Cumulus Pharma wants field sales reps to see the most relevant account information directly in the aligned account list.

How should the Agentforce Life Sciences Consultant configure the account list columns after a new account list is created?

Options:

A.  

Configure the Search list to display up to five account fields as columns in search results.

B.  

Assign ownership to field sales reps and ensure they can configure visible columns.

C.  

Set the list type to Default and configure up to four fields as visible columns.

Discussion 0
Questions 24

Choose 1 option.

After a remote call concludes, the operations director wants to verify that the interaction took place and review the engagement metrics. The data should be stored on the standard object used for tracking interactions in Agentforce Life Sciences.

Which object stores the details of the executed Remote Engagement?

Options:

A.  

Provider Visit

B.  

Remote Call

C.  

Video Log

Discussion 0
Questions 25

Choose 1 option.

An Agentforce Life Sciences Consultant configured the Inquiry record page to provide a comprehensive history view. Users need to see a chronological list of all key events and changes associated with the inquiry.

Which step must the consultant take to expose this historical data on the Lightning record page?

Options:

A.  

Drag the Timeline component to the page and configure the component details.

B.  

Enable Field History Tracking on the Inquiry object and add the History component.

C.  

Add the Inquiry History related list to the page layout.

Discussion 0
Questions 26

Choose 1 option.

An Agentforce Life Sciences Consultant at Cumulus Pharma needs to configure Medical Inquiries to ensure a compliant workflow between departments. The requirement states that field sales reps must only be permitted to draft, sign, and submit inquiries, while Medical Science Liaisons (MSLs) must only be permitted to assign and respond to them.

What should the consultant configure on the Medical Inquiry object to enforce these specific user actions?

Options:

A.  

Create record types for Sales and Medical roles with unique page layouts to restrict available buttons.

B.  

Create a custom formula field to define the allowed actions based on the user’s role and assigned permissions.

C.  

Create a Flow action to dynamically evaluate user credentials during the Inquiry lifecycle.

Discussion 0
Questions 27

Choose 1 option.

A Key Account Manager (KAM) needs to map the influence structure of a hospital’s Pharmacy & Therapeutics committee. They need to record that a Healthcare Provider (HCP) is a “High Influence” stakeholder and a “Supporter” of the new drug. This must be stored on the specific record linking the Person Account to the Account Plan.

Which object captures these profiling attributes?

Options:

A.  

Account Contact Relation

B.  

Account Plan Participant

C.  

Account Plan Stakeholder

Discussion 0
Questions 28

Choose 1 option.

A field sales rep is ready to capture a Healthcare Provider’s (HCP’s) signature on an iPad for a sample drop-off. For Food and Drug Administration (FDA) 21 CFR Part 11 compliance, the system must capture the image of the signature and create a non-editable audit trail linking the signature to the specific samples and timestamp.

Which Agentforce Life Sciences for Customer Engagement feature should an Agentforce Life Sciences Consultant enable to support this rigorous audit requirement?

Options:

A.  

Shield Audit Trail

B.  

DocuSign for Salesforce

C.  

Digital Verification

Discussion 0
Questions 29

Choose 1 option.

An Agentforce Life Sciences Consultant built an Experience Cloud page for Remote Engagement. They need to drag the specific standard component onto the canvas that renders the video player and handles the Terms & Conditions logic.

Which out-of-the-box component should the consultant select?

Options:

A.  

HCP Remote Platform Conference

B.  

Twilio Connector

C.  

Remote Video Player

Discussion 0
Questions 30

Choose 1 option.

An Agentforce Life Sciences Consultant is configuring the sidebar for the visit engagement screen in the Agentforce Life Sciences mobile app. They want to add related lists for easy access.

What is the maximum number of custom object-related lists that can be added to this sidebar?

Options:

A.  

10

B.  

5

C.  

2

Discussion 0
Questions 31

Choose 1 option.

Cumulus Pharma requires the Agentforce Life Sciences for Customer Engagement Account Summary to include historical data from the Account record and related Healthcare Provider and Contact Point Address records.

Which configuration defines the object relationships for this summary?

Options:

A.  

Cross-Object Field History Graph

B.  

Actionable Relationship Center

C.  

Affiliation Alignment Rules

Discussion 0
Questions 32

Choose 1 option.

An Agentforce Life Sciences Consultant at Cumulus Pharma needs to complete the Activity Plan configurations aligned with the company’s objectives and activate the plans based on the time period.

Which step meets this requirement?

Options:

A.  

Schedule or immediately trigger the Validate Activity Plans batch job.

B.  

Schedule or immediately trigger the Process Provider Activity Plans batch job.

C.  

Schedule or immediately trigger the Update Activity Plan Status batch job.

Discussion 0
Questions 33

Choose 1 option.

Cumulus Pharma has configured and activated a new agent using the Life Sciences Field Sales template. However, when a field sales rep attempts to use the agent to generate a summary for a targeted Healthcare Provider (HCP), they are unable to access the feature. Reps must have the privileges required to interact with these capabilities.

Which permission set should the Agentforce Life Sciences Consultant assign to grant access to these Agentforce features?

Options:

A.  

Life Sciences Commercial User

B.  

Agentforce Service Agent User

C.  

Access Life Sciences Customer Engagement Agentforce

Discussion 0
Questions 34

Choose 1 option.

Cumulus Pharma implemented a custom predictive model outside of Salesforce to determine the optimal product message for Healthcare Providers (HCPs). The company wants to display these recommendations to its field sales teams within Salesforce.

Which object should an Agentforce Life Sciences Consultant load the external scores and rankings into to use the Next Best Message feature?

Options:

A.  

Territory Account Product Message Score

B.  

Visit Recommendation

C.  

Score Explainability Info

Discussion 0
Questions 35

Choose 1 option.

Cumulus Pharma wants to use Activity Plans to measure high-impact activities with specific Healthcare Providers (HCPs) who are aligned with the company’s objectives and need to be measured differently.

Which Activity Plan configuration on the Provider Activity Goal Measure screen is critical to measure such high-impact activities?

Options:

A.  

Select the option High Impact Goal for the Type field.

B.  

Select the option Weighted Goal for the Type field.

C.  

Enter the weighted percentage in the Activity Impact field.

Discussion 0
Questions 36

Choose 1 option.

Cumulus Pharma’s field sales reps use the Medical Insights feature in Agentforce Life Sciences for Customer Engagement to capture insights from engagements with Healthcare Providers (HCPs). The reps want to organize the insights for easy searching and filtering by topic.

What should an Agentforce Life Sciences Consultant recommend?

Options:

A.  

Life Science Insight List Filter

B.  

Actionable List Filter Criteria

C.  

Subject Management

Discussion 0