Where: These changes apply to Lightning Experience in Enterprise and Unlimited editions where Health Cloud is enabled.
Who: To use Intelligent Sales for Health Cloud, your Salesforce org and users must have the Health Cloud and Health Cloud Add-On licenses provisioned.
Why: Sales teams get product availability projections for specific visits based on all their visit commitments up to that point. If a sales rep doesn’t have enough inventory to fulfill a visit, they can request a product transfer from another rep. The requested rep can then choose to accept, reject, or partially accept this request.
How: Enable the Intelligent Sales and Visit Inventory Management org prefs.