Set Up Clinical Engagement Basics

Before you set up specific clinical engagement features in Agentforce Life Sciences, perform basic setup tasks such as enabling person accounts and installing OmniStudio.

• Set Up Security and Permissions for Life Sciences Cloud
  Create users and profiles for your org and give them the permission sets and permission set licenses that they need for Life Sciences Cloud.
• Verify Data Protection Details Are Available in Records
  To help maintain the privacy of your users’ data, verify that data protection details are available for lead, contact, and person account records.
• Set Up Person Accounts to Represent People in Life Sciences Cloud
  Person accounts store information about specific people by combining certain account and contact fields into a single record. In Life Sciences Cloud, always model your patients or members as person accounts. You can’t fully use Life Sciences Cloud functionality if you don’t model your patients and members as person accounts.
• Omnistudio for Life Sciences Cloud
  Use Omnistudio to create guided interactions and other rich user experiences without code. You can even create applications and workflows using data from Life Sciences Cloud and from external sources.
• Set Up Healthcare Providers
  Set up records for healthcare providers such as the practitioners (people) who take care of patients and the facilities (organizations) where patients are cared for. Practitioners include doctors, nurses, physical therapists, and other clinical staff. Facilities include hospitals, clinics, labs, and other organizations.