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Agentforce and Einstein Generative AI

Life Sciences | Add Site and Investigator to Study

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Life Sciences | Add Site and Investigator to Study

The Add Site and Investigator to Study action creates a care program site record from a healthcare facility, healthcare provider, and research study record.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses.

Permissions Needed
To use Life Sciences Cloud:	Healthcloud Starter
To use Site Management:	Healthcloud Starter AND Study Manager for Site Management
See Common User Access for Standard Agent Actions.

Permissions Needed

To use Life Sciences Cloud:

Healthcloud Starter

To use Site Management:

Healthcloud Starter

AND

Study Manager for Site Management

See Common User Access for Standard Agent Actions.

Action Details

API Name	AddSiteAndInvestigatorToStudy
Reference Action Type	Flow
Reference Action	CreateCareProgramSites
Does this action execute one or more prompt templates?	No
Required Setup	Site Management