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          Life Sciences | Generate Healthcare Provider Summary

          Life Sciences | Generate Healthcare Provider Summary

          The Generate Healthcare Provider Summary action provides contextual summaries of the latest changes, interactions, and insights related to healthcare provider accounts.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Life Sciences add-on or included in Agentforce 1 Life Sciences Edition. Requires each user to have the Agentforce for Life Sciences add-on to access the action.
          User Permissions Needed  
          To execute actions for Account Summarization:

          Life Sciences Key Account Management

          OR

          Life Sciences Field Medical

          OR

          Life Sciences Field Sales Representative

          AND

          Life Sciences Core

          Prompt Template User

          Health Cloud Starter

          Access Life Sciences Customer Engagement Agentforce

          To run flows associated with agent actions:

          App Permission: Run Flows

          OR

          Grant access to individual flows

          See Common User Access for Standard Agent Actions.

          Action Details

          API Name GenerateHealthcareProviderSum
          Reference Action Type Flow
          Reference Action GenerateAccountSum
          Does this action execute one or more prompt templates? No
          Required Setup Agentforce for Account Summarization

          Guidelines and Considerations

          The user interface of this product is available in English only and may not be fully supported in other languages.

           
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