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            Agentforce Health

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            Agentforce Health

            Agentforce Health (formerly Health Cloud) gives organizations across the healthcare industry the tools they need to run their operations and best serve their patients and members. From managing patient services and provider networks for payers and providers, to improving sales and commercial excellence for medtech companies, Agentforce Health has a solution for whatever part you play in the larger healthcare industry. And as the Agentforce Health administrator, you play a vital role in setting your organization up for success with its implementation. Administering Agentforce Health means configuring data flows, user interfaces, and the many other Salesforce components. Care coordinators, caregivers, patients, and many others depend on you to deliver the data and tools that help them take charge of their health activities.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            Note
            Note Health Cloud is now Agentforce Health. You may see references to Health Cloud in Salesforce applications and documentation.

            Agentforce Health objects, APIs, and features are part of the Salesforce platform. You can map clinical data from a source electronic health records (EHR) system to Agentforce Health objects and fields that hold patient and engagement data. Patients or members and other participants are represented as Person accounts.

            • Learn About Agentforce Health

              The first step in implementing Agentforce Health (formerly Health Cloud) for your organization is learning what it does. Let’s take a look at all that Agentforce Health has to offer for the different types of organizations in the healthcare industry.

            • Plan and Prepare

              Now that you’ve learned what Agentforce Health (formerly Health Cloud) does, let’s walk you through some key concepts before you begin your implementation. Learning about how Agentforce Health models data and its users will help you optimize your implementation to the needs of your organization.

            • Set Up Security and Permissions

              Create users and profiles for your org and give them the permission sets and permission set licenses that they need for Agentforce Health (formerly Health Cloud).

            • Set Up Basics for Agentforce Health

              Before you set up specific features in Agentforce Health (formerly Health Cloud), perform basic setup tasks such as enabling person accounts and installing Omnistudio.

            • Set Up Agentforce Health Features

              Now that your Agentforce Health (formerly Health Cloud) org is up and running, let’s see what you can do with it. We’ve got different features for all your business needs. Enable the ones that are relevant to your organization and set up those feature and their data for your users.

            • Agentforce and Einstein Generative AI for Agentforce Health

              Streamline healthcare operations and enhance patient health outcomes by using Agentforce and Einstein generative AI. Assessment Generation leverages Einstein’s capabilities to simplify the labor-intensive process of creating assessment questions by efficiently extracting question details from complex documents. Improve operational efficiency with subagents, agent actions, and embedded prompt templates that help to generate AI-based summaries and emails for healthcare.

            • Extend Health Cloud

              In addition to the solution-oriented features you get with Agentforce Health (formerly Health Cloud), you can also design and implement your own solutions to meet the business needs of your organization. Here’s a set of Salesforce features you can use to extend your Agentforce Health implementation.

            • Health Cloud Managed Package

              Health Cloud originally started out as a managed package that was installed on the core Salesforce platform. Over the years, Health Cloud has gradually moved away from distributing new features through the managed package, and instead has built its features directly on the core Salesforce platform.

             
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