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Agentforce Health
Learn About Agentforce Health
Plan and Prepare
Set Up Security and Permissions
Set Up Basics for Agentforce Health
Set Up Agentforce Health Features
Agentforce and Einstein Generative AI for Health
Extend Agentforce Health

Set Up Referral Management Guest User Access

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Set Up Referral Management Guest User Access

Reduce incoming fax volume and delays in patient care by digitizing your referral process with an online experience for guest users. Get a guest referral website up and running quickly by customizing a prebuilt sample that guides users through creating a referral and uploading related documents.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

To set up access for guest users, follow the setup steps in the Referral Experience Cloud Settings Tab of the Referral Management Settings guided setup.

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