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            Agentforce for Site Management

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            Agentforce for Site Management

            Study managers can use the Agentforce capabilities to search sites and investigators for running feasibility studies to conduct clinical trials. By using Agentforce, they can also summarize the sites and investigators information in the search results, add the appropriate sites to a specific research study, and send feasibility questionnaire to those sites and investigators. Agentforce helps study managers perform the site selection operations without having to update multiple objects and navigate through multiple pages.

            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.
            • Agentforce Topic for Site Selection
              The Site Selection Assistance agent topic helps site feasibility leads and clinical study managers identify suitable sites for running clinical trials. The topic includes eight agent actions.
            • Agentforce Actions for Site Selection
              Site Management bundles certain standard agent actions with the Site Selection Assistance Agent topic.
            • Site Management Flows
              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.
            • Set Up Agentforce for Site Selection
              Set up Agentforce for site selection when you configure the site management feature by using the guided setup. This ensures that all required settings and configurations are correctly aligned to enhance the site selection process.
            • Optimize the Site Selection Process by Using Agentforce
              Use Agentforce to complete the essential site selection tasks from searching sites and investigators through sending feasibility assessments to the sites and investigators. Reduce manual interventions to update various objects and hopping between screens by using the Agentforce capabilities for site management.
             
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