Loading
Prepare for Email to Become the Default Login ExperienceRead More
Enable Candidate Matching for Participant Management

You are here:

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

Enable Candidate Matching for Participant Management

Give your users access to candidate matching features by enabling org preference in your Salesforce org. Users can then choose either AI-enabled Einstein Candidate Matching or a data processing engine with actionable lists as an implementation method to identify candidates for 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
User Permissions Needed
To manage data for clinical trials: Clinical Trial Manager
  1. Turn on Candidate Matching.
    1. From Setup, in the Quick Find box, enter Participant Management Settings, and select it.
    2. Turn on Participant Recruitment and Enrollment.
    3. In the Participant Management Setup page, go to the Match Candidates to Trials section and turn on Candidate Matching.
  2. Turn on FHIR-aligned clinical data model.
    1. From Setup, in the Quick Find box, enter FHIR, and select FHIR R4 Support Settings.
    2. In the FHIR R4 Support Settings page, turn on FHIR-Aligned Clinical Data Model.
  3. From Setup, enable these features if you are using Einstein Generative AI as your implementation method:
  4. From Setup, enable these features if you are using data processing engine and actionable lists as your implementation method:

With the necessary features for Candidate Matching now enabled, assign the required permissions to your users.

See Also

 
Loading
Salesforce Help | Article