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Set Up Site Management
Life sciences organizations can identify suitable sites and investigators for conducting research studies. Identification of the right site, the initial step in the research study process, is crucial to the successful completion of a study.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud |
Study managers who are part of the research study sponsor's organization can get a list of sites and investigators by using enhanced search capabilities. They can use the search results to assess a site's feasibility to conduct research studies. Study managers can create assessments on their own or with the help of generative AI.
At the sites, site investigators can respond to the assessments by logging in to a Digital Experience Cloud portal. Study managers can then review these responses on the assessment dashboard. On the search results page, they can use the summarize sites and investigators option and avoid going to the site and investigator record pages and related lists. Study managers can accelerate the identification process by assigning scores to the sites and investigators by considering various attributes including the total years of research study experience and the research publications. They can also assign scores to the responses that they receive by using the built-in formula question capabilities of the discovery framework. To mark a site for conducting assessments in the future, study managers can tag the sites and investigators.
Study managers and clinical trial coordinators can create and update the study details by using a single flow without updating the object records separately. Study managers can use the Site Selection console app to streamline the selection and activation of clinical trial sites by accessing the required features and reports in one place.
- Site Management Data Model and Permissions
The Site Management data model lays the foundation for the Site Management feature. - Data for Site Management
Site Management uses data from various objects within your Salesforce org. After you search for sites and investigators, Site Management gets you the information that’s available in the relevant objects in the org. - Enable Site Management
With Site Management, your users can identify the sites for conducting clinical research studies. Based on the customer request for the access to the Site Management features, turn on the org preferences in the Salesforce org. - Enable Person Accounts Types for Site Management
Configure site investigators as person accounts. - Assign Permission Set Licenses
Permission set licenses give study managers and site investigators access to the Site Management features. Make sure that you assign the required permission set licenses to users to help them use the features. - Link a Contact to Multiple Accounts
Easily track the relationships between sites and investigators. Get accurate data on sites and investigators, specifically if an investigator is connected to several sites. - Enable Criteria-Based Search and Filter for Site Management
With criteria-based search and filter, users can search for sites and investigators. - Enable Data Pipeline for Site Management
With a data pipeline, your users can query, consolidate, and compute the data in their Salesforce org. With the built-in data pipelines, users can streamline the collection of the data required for identifying relevant sites and investigators. - Set Up Data Processing Engine Definition for Site Management
Transform data that's available in different objects to a searchable object by setting up the Data Processing Engine for site and investigator search. The Data Processing Engine joins, calculates, and transforms the data across the required objects and aggregates them into your search capability. - Create a Default Criteria-Based Search and Filter Configuration
To search for sites and investigators, create a default search configuration that’s specific to your search definitions. In addition to the basic search configuration, this Criteria-Based Search and Filter configuration defines the configurations for the searchable object and the required search action. For the Agentforce capabilities for site selection, search and filter is automatically configured when you set up the Site Selection Assistance topic. - Update the Searchable Object Configuration in Criteria-Based Search and Filter
In Criteria-Based Search and Filter, to map the search criteria fields to specific fields in the relevant source objects, update the searchable object configuration. Users can view the suggested options as they type the keywords, making the search faster. - Set Up Site and Site Investigator Scoring
Your users can classify site investigators by assigning scores to the investigators. Users can generate weighted scores for site investigators based on attributes such as clinical trial experience, trial performance-cycle times, and legal compliance. To generate scores, users can also use the existing Salesforce platform capabilities, such as the Business Rule Engine (BRE) or Data 360 features like Calculated Insights or Einstein Studio. Alternatively, users can bring in the proprietary scores that they’ve generated with their own tools. - Set Up Interest Tags for Sites and Investigators
With interest tags, your users can categorize sites and investigators. They can organize interest tags into up to three levels of categories. Study managers can also use the tags to identify a site or an investigator for conducting a specific research study in the future. - Install Omnistudio Package for Site Management
With the Omnistudio package, your users can use the discovery framework and other related functionalities in Site Management. - Enable Discovery Framework for Site Management
Study managers can use the Discovery Framework features to create site feasibility questionnaires and collect and validate the responses from the sites. The framework scans through the available data and gets accurate results for your search. - Assign Omnistudio Permission Sets
Study managers require access permissions to create and manage Omnistudio components. Assign the required permissions to the study managers for creating and managing Flexcards, Omniscripts, Integration Procedures, and Omnistudio Data Mappers. - Enable Omnistudio Metadata API for Site Management
With Salesforce Omnistudio Metadata APIs, your users can deploy and retrieve standard objects for the Salesforce org. Omnistudio Metadata supports the OmniProcess (Omniscript and Integration Procedure), OmniDataTransform (Omnistudio Data Mapper), and OmniUiCard (Flexcard) standard objects. - Set Up Prefill Assessment Questions
With the Prefill Assessment Questions feature, your users can reuse the responses that they provided for similar questions in a past assessment. They can save the time and effort of responding to the same type of questions repeatedly. - Configure Generative AI Assessments for Sites and Investigators
Use the capabilities of generative AI to create assessment questions for identifying the sites and investigators for conducting clinical trials. Upload a PDF document that has the assessment questions and use generative AI to choose the relevant questions to be included in the assessment. - Configure Site Feasibility Scoring
Study managers can assign scores to the sites and investigators based on the assessment responses. The scoring feature uses the formula question capabilities in Discovery Framework to add a score value to each option in the questionnaire. - Add Flexcard to the Research Study Page
To enable study managers to view assessment details, add the SiteManagementAssessmentDataVisualization Flexcard to the Research Study page. - Configure Digital Experience for Site Management
Set up Experience Cloud for users to configure site and investigator assessments. - Configure Einstein for Agentforce
To improve the customer experience with Agentforce, you can take advantage of Einstein features, such as Einstein Bots. - Configure Site and Investigator Summarization
Site and investigator summarization presents all critical information in a concise format, making it easy for users to quickly review key details on their screen. Configure summarization by turning on context definitions and activating prompt templates. Then, add the summarization action to the sites and investigators search results page. - Configure Agentforce for Site Selection Assistance
Help your users use Agentforce to identify potential sites for running feasibility studies, allowing them to quickly assess and select the most suitable locations. With Agentforce, users can save time and resources, focusing on the most viable options for their projects. - Stage Management for Research Study or Care Program Orchestration
Simplify the implementation of complex stages in a research study or care program by using Stage Management in clinical trials. Define the stage sequence, establish milestones from initiation to closure, and monitor operational progress at each stage. With Stage Management, give your users a comprehensive view of the record’s stage progress seamlessly on a record page. - Contracts for Site Management
Sponsors and clinical trial organizations can use Salesforce Contract Lifecycle Management to manage the entire lifecycle of clinical trial contracts and agreements, from authoring to activation. In Site Management, configure contract workflows for non-disclosure or confidentiality disclosure agreements before site feasibility, and clinical trial agreements after site selection and qualification. Use contracts to make sure agreements are securely generated, reviewed, and executed quickly to accelerate the study startup and site activation process. - Using Site Management
Use Site Management to identify the suitable sites for conducting an efficient clinical research study for your products.
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