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            Enable Participant Management

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            3. Agentforce Life Sciences

            Enable Participant Management

            Give users access to participant management features by enabling org preferences in your Salesforce org. By enabling Participant Management, you can streamline the recruitment and enrollment processes in clinical trials.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud and the Participant Enrollment Add-On license
            1. From Setup, in the Quick Find box, find Participant Management Settings, and select it.
            2. To access the participant enrollment features and the data model, turn on Participant Recruitment and Enrollment.
              After you enable this feature setting, you’ll see the guided setup for Participant Recruitment and Enrollment.
            3. To use Randomized Clinical Trials feature, turn on Research Study Randomization.
            4. To match candidates with clinical trials using Einstein Candidate Matching, turn on Candidate Matching.

            Your Salesforce org now has access to the Participant Management features and the data model.

             
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