Loading
Business Rules Engine
Create Health Cloud Accounts

You are here:

  1. Salesforce Help
  2. Docs
  3. Business Rules Engine

Create Health Cloud Accounts

Before you set up Business Rules Engine features with Health Cloud, create a few accounts with sample data that you can use when you configure the scenario.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions for clouds that have Business Rules Engine enabled

Create a healthcare provider Payer account with these details. The Payer account type represents the healthcare providers.

  1. From the App Launcher (App Launcher), find and select Accounts.
  2. Click New.
  3. Select the Payer account type.
  4. Add these details.
    • Account Name: Cigna International
    • Phone: +1 868 7899 9090
    • Fax: +1 868 7899 9999
    • Website: https://www.cigna.com
    • Employees: 5000
    • Industry: Healthcare
    • Annual Revenue: 300000000000
    • Billing City: New Jersey
    • Billing Zip/Postal Code: 70854
    • Billing State/Province: New Jersey
    • Billing Country: United States
    • Shipping City: New Jersey
    • Shipping Zip/Postal Code: 78656
    • Shipping State/Province: New Jersey
    • Shipping Country: United States
  5. Save your changes.
  6. Similarly, create two Person accounts for Victor Kent and Steve Smith with these details. A person account record combines an account and a contact to represent a person without the need to relate that person to an organization.
    Fields Victor Kent Steve Smith
    Salutation Mr. Mr.
    First Name Victor Steve
    Last Name Kent Smith
    Phone +1 868 7899 9090 +1 868 7899 7676
    Fax +1 868 7899 9094 +1 868 7899 7777
    Billing City New York New York
    Billing State/Province Code New York New York
    Shipping City - New Jersey
    Shipping State/Province Code - New Jersey
 
Laster
Salesforce Help | Article