Loading
Salesforce Enforces New Security Requirements in Summer 2026Read 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
            Set Up Agentforce for Pharmacy Benefits Reverification

            You are here:

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

            Set Up Agentforce for Pharmacy Benefits Reverification

            Set up Agentforce for Pharmacy Benefits Reverification to get access to the powerful generative AI features.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud or Agentforce for Health Cloud, Flex Credits Metering, Agentforce Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses
            Note
            Note The user interface of this product is available in English only and may not be fully supported in other languages.
            User Permissions Needed
            To use Agentforce:

            Access Patient Support Programs using Einstein
            To manage pharmacy benefits reverification requests:

            Manage Pharmacy Benefits Verification

            AND

            Access Patient Support Programs as a Program Lead

            Before you set up Agentforce for Benefits Reverification, you must set up the Pharmacy Benefits Verification feature. See Org Setup for Pharmacy Benefits Verification and Data Management for Pharmacy Benefits Verification.

            1. Enable Context Service.
            2. Enable Einstein.
            3. Enable Einstein for Patient Support Program.
            4. Enable Agentforce Agents, and add an action and topic.
              1. From Setup, in the Quick Find box, enter Agent, and then select Agentforce Agents.
              2. Turn on Agentforce Agents.
              3. Turn on Enable the Agentforce (Default) Agent.
              4. Click New Agent.
              5. In Agentforce Builder, in the Select an agent section, select Create from a Template, and then select Agentforce Employee Agent.
              6. Click Next, and then click Next.
              7. Enter Benefits Reverification Agent as the name.
              8. Enter a description, role, and company name.
              9. Click Next, and then click Create.
              10. In the Benefits Reverification Agent section, to add a topic, click New, and select Add from asset library.
              11. Select Benefits Reverification, and click Finish.
              12. Click Activate.
            5. Create a custom permission set to provide access to the Benefits Reverification Agent.
              1. In Setup, find and select Permission Sets.
              2. Click New.
              3. Enter Access Benefits Reverification Agentforce Agent as the label.
              4. Save your changes.
              5. Under Apps, click Agent Access, and then click Edit.
              6. From the Available Agents section, add Benefits Reverification Agent to the Enabled Agents section.
              7. Save your changes.
              8. Click Permission Set Overview, and then click Manage Assignments.
              9. Click Add Assignments, and select the Patient Services Programs user.
              10. Save your changes.
            6. Enable Discovery Framework, deploy Sample Template, and activate Omniscript.
              1. From Setup, in the Quick Find box, enter Discovery Framework, and then select General Settings.
              2. Turn on Discovery Framework, Enhanced Questions, Import or Export and Sample Templates.
              3. In Setup, find and select Discovery Framework Sample Templates.
              4. Deploy Benefits Reverification Assessment with Available new Version as v2.
              5. From the App Launcher, find and select Omniscripts.
              6. From the Omniscript list view, select Reverify Patient’s Personal and Healthcare Details.
              7. Click Activate, and then save your changes.
            7. Enable External User Assessments.
              1. From Setup, in the Quick Find box, enter Assessment, and then select Assessment Settings.
              2. Turn on External User Assessments.
            8. Create an Experience Cloud site for patients to log in as guest users and take the assessment.
            9. Create and assign Guest User permissions for Discovery Framework Access.
            10. Create sharing rules for the Omni Process object.
            11. Set up the Experience Cloud URL for Patient Support Programs.
              1. From Setup, in the Quick Find box, enter Life Sciences (for Life Sciences Cloud), or Health Cloud (for Health Cloud). Then select Patient Support Program Settings.
              2. Under the Experience Cloud Site section, click Edit, and enter the URL of the Experience Cloud site that you set up earlier.
              3. Save your changes.
            12. Create and add the Draft Benefits Reverification Email Agent quick action.
            13. Create and add the Summarize Patient Response Agent quick action.

            See Also

             
            Loading
            Salesforce Help | Article