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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.
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. |
| User Permissions Needed | |
|---|---|
| To set up Agentforce: | Health Cloud Starter AND Study Manager for Site Management AND Prompt Template Manager |
For more information on how to set up Site Management, see Site Management.
- From Setup, in the Quick Find box, enter Site Management Settings and select it.
- Turn on Site Management.
- Start setting up the Site Management feature by enabling person account types, assigning permission set licenses to users, and enabling users to relate a contact to multiple accounts.
- Set up site investigator search by enabling criteria-based search and filter and data pipeline. Configure data processing engine, default criteria-based search and filter settings, and site investigator scoring.
- Set up interest tagging by enabling interest tags and topics for objects, creating tag categories and interest tags, and adding the interest tag components to the record pages.
- Prepare your org for assessments by installing the Omnistudio package, assigning Omnistudio permission sets to the users, enabling discovery framework and Omnistudio metadata, and setting up prefill assessment questions.
- Enable the Generative AI assessment generation by assigning the required permission set licenses to users, enabling Industries AI, Einstein, and generative AI assessment questions, and configuring usecase for the generative AI questionnaire.
- Configure site feasibility scoring by updating the Care Program Detail subtype and Data Mapper, and adding the SiteManagementAssessmentDataVisualization flexcard to the research study page.
- Configure the digital experience for your users by enabling digital experience, setting up the external user assessment feature, assigning the required permission set licenses to users, and updating the Bulk Send Assessment Email Flow with the relevant URL.
- Configure Einstein for Site Selection Assistance by assigning the required permission set licenses to the users and turning on Einstein, Einstein Bots, and Agentforce.
- Configure site investigator summarization by turning on summarization and context definitions, activating the required prompt template, and adding the summarization action to the search results page.
- Configure the Site Selection Assistance agent by turning on Site Selection Assistance topic and actions, creating an Agentforce Employee agent, add topics and actions to the Agentforce Employee agent, and activating prompt template for site search filters.
- Create Permission Sets
Create permission sets for the Site Selection Assistance agent that you created, and assign those permission sets to your users.
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