The order matters. License first, then the switch, then what the page offers, then access.
- Confirm the license
Check that the org carries Health Cloud or Life Sciences Cloud before you go hunting for the page.
- Enable it from Setup
Enter Intelligent Sales Settings in the Quick Find box, select it, and set Intelligent Sales to enabled. Metadata deploys the same switch as enableMedicalDeviceEnabled.
- Set the cycle count work types
A work type section appears once the feature is on. Mark which types are counts, and set the transfer distance limit.
- Assign permission sets and their licenses
Grant reps and their managers access. A permission set only assigns when the permission set license behind it exists.
- Deploy the sample flows you need
Salesforce publishes flows for sample, trial, and loan requests. Deploy and customize those rather than modeling request handling yourself.
The IndustriesSettings field behind the switch, for metadata deployments.
Which work types mark a visit as a count, and whether it feeds projections.
The inventory search radius, from 50 to 5,000 miles since Winter '24.
- A rep sees nothing without the Health Cloud Foundation, Industries Visit, and Action Plans permission sets.
- Book a count on a work type not marked for cycle counting and it lands in your inventory projections.
- Action plan templates for counts need the right visit task contexts, or reps open a count with nothing in it.
