Salesforce provides pre-built flows to automate the site selection tasks in the Site
Management feature. You can customize these flows to streamline your site selection process.
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.
FLOW
description
Get Care Program Sites
Gets the care program sites associated with a research study.
Send Assessments to Care Program Sites in Bulk
Creates and sends site feasibility assessments to care program sites in
bulk.
Create and Send Assessments to Sites in Bulk
Creates assessment envelopes and associated envelope items.
Send Assessment Emails in Bulk
Sends emails with assessments in bulk using the assessment envelope IDs as input
passed from Create and Send Assessment Envelopes in Bulk flow.
Get Site Search Filters
Gets the filters for searching a site from the research study and care program
detail records.
Summarize Site and Investigator
Creates the summary of a site and an investigator in the site and investigator
search results page.
Get Omniprocess Records
Gets the Omniprocess records from a research study.
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