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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?
Option B is correct because the two requirements depend on two different territory-related maintenance jobs, and the territory information should be refreshed before historical visit sharing is recalculated. Salesforce's Life Sciences Cloud documentation describes Provider Account Territory Information as engagement data between an account and a user within an assigned territory, including visit-related information such as next provider visit date and preferred address. After a major territory realignment, this data must be updated first so that territory-based account and visit metrics reflect the new alignments.
After that, the Visit Share Management job should be run. Salesforce Help states that, to share historical account visit records after territory realignments, admins run the Visit Share Management job so field users continue to have access to relevant historical visit data. That exactly matches the second requirement in the question: newly assigned reps must gain access to historical visit data for accounts that now belong to their territories.
Option A is incorrect because the question asks for the correct sequence, and Salesforce documentation does not indicate that Visit Share Management should be relied on to automatically execute the territory information update job. Option C is incorrect because running visit sharing before updating provider-account-territory information can share records based on stale territory data. Therefore, the correct operational sequence is: update Provider Account Territory Information first, then run Visit Share Management.
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