Set up Health

Step 1: Your journey with Health begins by discovering what the platform can do for you. Learn it here: Learn About Health.

Step 2: Now that you’re familiar with Health’s capabilities, let’s cover a few foundational concepts to ensure a smooth implementation. Learn about it here: Plan and Prepare. 

Step 3: Provision Health access by configuring user records, assigning appropriate profiles, and granting the required permission sets and licenses: Set Up Security and Permissions. 

Step 4: Before enabling Health features, perform basic setup tasks like enabling person accounts and installing Omnistudio. Learn more about it here: Set Up Basics for Health 

Note:

While Health began as a managed package, it has evolved to deliver new features directly on the core Salesforce platform.

Beginning with the Summer ’24 release, the managed package is no longer available to new customers; however, those who joined us prior to this update will maintain full access.

Refer to Health Managed Package to know more.