适用于：具有 Life Sciences Cloud 的 Enterprise 和 Unlimited Edition 以及 Life Sciences Cloud 许可证和 Agentforce for Life Sciences Cloud、Agentforce for Employee Agent、Einstein GPT Platform、Einstein GPT Co pilot 和 Einstein GPT 提示生成器加载项许可证。
流
描述
获取护理计划站点
获取与研究关联的护理计划站点。
将评估批量发送到护理计划站点
创建站点可行性评估并将其批量发送到护理计划站点。
批量创建评估并将其发送到站点
创建评估信封和关联的信封项目。
批量发送评估电子邮件
使用评估信封 ID 作为从批量创建和发送评估信封流传递的输入，批量发送包含评估的电子邮件。
获取站点搜索筛选器
从研究学习和护理计划详细信息记录中获取用于搜索站点的筛选器。
汇总站点和调查员
在站点和调查员搜索结果页面中创建站点和调查员的汇总。
获取全方位记录
从研究获取全方位记录。
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