Loading
Scheduled maintenance for Salesforce HelpRead 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
            Agentforce Actions for Site Selection

            You are here:

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

            Agentforce Actions for Site Selection

            Site Management bundles certain standard agent actions with the Site Selection Assistance Agent topic.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for 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.
            Agent Action description EXAMPLE UTTERANCES EXAMPLE usecase
            Get Site Search Filters for Research study Gets the site search filters for a research study using the research study record ID as the input.

            • "Find sites for research study \"Oncology Research Study\""

            • "Search for sites matching research study \"Oncology Research Study\""

            		 A study manager wants to identify clinical trial sites for conducting an Oncology research study.
            Add Sites Search Results to Study Calls the AddSitesToStudy flow to create care program site records from the care site investigator searchable field records and the research study records.
            • "Add care site investigators 1O7VW000001AzEX0A0,1O7VW000001AzEZ0A0,1O7VW000001AzEa0AK to study \"Oncology Research Study\""
            • "Include care site investigators 1O7VW000001AzEX0A0,1O7VW000001AzEZ0A0,1O7VW000001AzEa0AK in study \"Oncology Research Study\""
            		 A study manager wants to add the search results to an Oncology research study.
            Add Site and Investigator to Study Creates a care program site record from a healthcare facility, healthcare provider, and research study record.
            • "Add facility \"Cleveland Clinic Sports Medicine\" and investigator \"Dr. Vikram Reddy\" to study \"Oncology Research Study\"",
            • "Connect site \"Cleveland Clinic Sports Medicine\" and investigator \"Dr. Vikram Reddy\" to study \"Oncology Research Study\""
            		 A study manager wants to add the sites and investigators to an Oncology research study.
            Summarize Site Summarizes the details of a healthcare facility, such as its location, facilities, specialties, resources, accreditations, performance, and quality compliance in the context of a research study.
            • Summarize Site \"Cleveland Clinic Sports Medicine\" for research study \"Oncology Research Study\""
            • "Provide site information for \"Cleveland Clinic Sports Medicine\" in study \"Oncology Research Study\""
            		 A study manager wants to view the critical information on the care program site where an Oncology research study can be conducted.
            Summarize Investigator Summarizes the healthcare provider record for a specific research study.
            • "Summarize Investigator \"Dr. Vikram Reddy\" for research study \"Oncology Research Study\""
            • "Get provider summary for \"Dr. Vikram Reddy\" in research \"Oncology Research Study\""
            • "Get provider summary for \"Dr. Vikram Reddy\" in research \"Oncology Research Study\""
            		 A study manager wants to view the critical information on the site investigator who can conduct an Oncology research study.
            Send Site Feasibility Assessments Sends the feasibility assessments to the sites using careProgramSiteIds, omniscriptId, and expiryDate as the input.
            • "Send feasibility assessments for research study \"Oncology Research Study\""
            • "Start site evaluation for study \"Oncology Research Study\" with feasibility process"
            • "Send feasibility assessment for research study \"Oncology Research Study\" using process \"Initial Site Feasibility Assessment\" to care program sites 184VW000001AzEX,184VW000001AzEY with expiry date \"23th May 2025\""
            		 A study manager wants to send feasibility assessments to sites where an Oncology research study can be conducted.
            Go to Care Program Sites Follow-up action to navigate to the care program sites after they’re added to a research study. N/A N/A
            Get Omniscript IDs From Research Study Calls the OmniFrmRschStdy flow to get all the assessments associated with the care program. N/A N/A

            See Also

             
            Loading
            Salesforce Help | Article