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Question 23 - Certified Health Cloud Accredited Professional discussion

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A sales Representative wants to request a Rep-to-Rep Transfer. What two paths are available to request the transfer? (Choose two)

A.
Under visit, choose to navigate to visit Products.
Answers
A.
Under visit, choose to navigate to visit Products.
B.
The transfer can be requested while creating an Order Authorization for a Visit.
Answers
B.
The transfer can be requested while creating an Order Authorization for a Visit.
C.
To Request the transfer, navigate to product, then choose the specific inventory location against which to request the transfer.
Answers
C.
To Request the transfer, navigate to product, then choose the specific inventory location against which to request the transfer.
D.
During Visit creation you can request the transfer while selecting products required for a visit.
Answers
D.
During Visit creation you can request the transfer while selecting products required for a visit.
Suggested answer: B, C

Explanation:

According to the Salesforce documentation1, there are two ways to request a rep-to-rep transfer in Health Cloud:

When creating an order authorization for a visit, you can request a transfer from another rep's inventory location by selecting the Transfer option in the Product Selection screen1.

To request a transfer from a specific inventory location, you can navigate to Products, select the product you want to transfer, and then click Request Transfer in the Related list1.

asked 23/09/2024
Jacek Rutkowski
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