Agentforce Life Sciences brings customer, clinical, and patient engagement together on
a single, connected platform. As a Salesforce admin or implementer, use this guide to help you
set up your organization for success with Agentforce Life Sciences.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the
Life Sciences Customer Engagement managed package.
Note Life Sciences Cloud is now Agentforce Life Sciences. You may see references to Life
Sciences Cloud in your org and in this guide.
Agentforce Life Sciences supports three integrated domains:
Customer Engagement drives compliant, orchestrated provider interactions, with visibility
into territory alignment, brand messaging, and medical insights.
Clinical Engagement supports intelligent clinical operations, simplifies site selection
and patient recruitment, and connects patients, sites, sponsors, and contract research
organizations (CROs).
Patient Engagement powers benefit verification, eligibility coordination, and program
tracking, with real-time insight into outcomes and adherence risks.
We've divided this guide into sections that cover the setup for each domain.
Set Up Customer Engagement explains how to get your org ready to install the
Customer Engagement managed package, which contains Customer Engagement features. You can
then set up the features for Account Management, Engagement Planning, Engagement Execution,
and so on. This section also explains how to set up the Life Sciences Cloud mobile app for
iOS (iPad only), which is available in the Apple App Store.
Set Up Clinical Engagement explains how to set up clinical engagement features,
such as Participant Management and Site Management.
Set Up Patient Engagement explains how to set up patient engagement features such
as Financial Assistance Programs, Patient Program Outcomes, and Pharmacy Benefits
Verification.
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