Cumulus Pharma requires that once a field sales rep finalizes and submits a visit report, it must become immutable and no further edits should be allowed.
Which configuration ensures this behavior?
A.
Enable the VisitAutoSaveHandler and check “Allow edits after submission.”
B.
Disable the StagePathPermissionsHandler and set the Visit Status to “Closed.”
C.
Enable the VisitLockHandler and uncheck “Unlock submitted visit” in the Admin Console.
The correct answer is C because the requirement is to lock a submitted visit report so it can no longer be edited. Salesforce Life Sciences Visit Management supports compliant planning, execution, and reporting for provider visits, and Salesforce Help directs administrators to use the Visit Management Admin Console to configure what fields users can see and how users can interact with and manage visit records.
A submitted visit report often represents a compliance-sensitive record, especially in life sciences, where visit details, sampling activity, consent capture, and inquiry handling may need to remain auditable after submission. Enabling VisitLockHandler enforces the locking behavior, while leaving Unlock submitted visit unchecked prevents the record from being reopened or edited after final submission. This configuration best matches the requirement that the submitted visit report become immutable.
Option A is incorrect because VisitAutoSaveHandler relates to saving visit data, and checking “Allow edits after submission” would contradict the stated requirement. The business specifically wants no further edits after submission. Option B is also incorrect because disabling a permissions handler and setting the status to Closed does not directly enforce immutable submitted-visit behavior. Status alone is not the same as a record lock. Therefore, the consultant should enable VisitLockHandler and ensure submitted visits remain locked by unchecking Unlock submitted visit in the Admin Console.
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