Loading
Scheduled maintenance for Salesforce HelpRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configure an Experience Cloud Site for Advanced Therapy Management

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Life Sciences

            Configure an Experience Cloud Site for Advanced Therapy Management

            Configure the Experience Cloud site for your advanced therapy console. Create users who can access the site and customize the Digital Experience site per your requirements.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To customize an Experience Cloud site: Create and Set Up Experiences
            To publish an Experience Cloud site: Create and Set Up Experiences
            1. Create site users who can access the Advanced Therapy Experience Cloud site. Select an Experience Cloud user license, and the corresponding Experience Cloud profile:
              1. In the digital site, click Administration, and then click Salesforce Setup.
              2. From App Launcher, find and select Advanced Therapy Management.
              3. Create an account record with Person Account record type. Create a corresponding contact record.
              4. From the highlights panel of the contact record, click Dropdown and then click Enable Customer User.
              5. In the New User page in Setup, add your email and a unique username that’s not your email.
              6. In User License, select an Experience Cloud user license. For example, select External Apps Login.
              7. In Profile, select an Experience Cloud profile. For example, select External Apps Login User.
              8. Save your changes.
              9. In the Related List of the new user, click Permission Set Assignments.
              10. Move the Multi-Step Scheduling, Health Cloud Foundation, and Health Cloud Advanced Therapy Orchestration permission sets from the Available Permission Sets to Enabled Permission Sets.
              11. Save your changes.
            2. Configure the Menu Items in Experience Cloud:
              1. From Setup, enter All Sites and then select All Sites.
              2. Click Builder.
              3. Click Gear icon, and then click Navigation.
              4. Click Dropdown next to the Default Navigation, and then click Edit.
              5. In the Menu Editor, click Add Menu Item.
              6. Enter a name for the menu item. For example, enter Work Type Extension.
              7. In Type, select Salesforce Object.
              8. Select the object type. For example, select Work Type Extension.
              9. In Default List View, select all records of this object. For example, select All Work Type Extensions.
              10. Click Publicly Available.
              11. Click Save Menu.
              12. Repeat all the substeps in this step to add more objects in the menu items.
              13. From Builder, click Component, and drag the Appointment Slots component on to an editable part of the page.
              14. From the top-right corner of the Digital Site page, click Publish, Publish, and Got It.
            3. Create sharing rules for these objects:
              1. Account
              2. Action Plan Template
              3. Advanced Therapy Field Optionality Override
              4. Care Program
              5. Geo Country
              6. Operating Hours
              7. Orchestration Runs
              8. Orchestration Stages
              9. Orchestration Steps
              10. Orchestration Work Items
              11. Service Territory
              12. Service Territory Relationship
              13. Shift
              14. Work Procedure
              15. Work Type
              16. Work Type Service Territory Scheduling Priority
              17. Work Type Step Lead Time Override

            You can customize the Advanced Therapy digital site portal as needed.

            See Also

             
            Loading
            Salesforce Help | Article