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Set Up Clinical Engagement
Set up Clinical Engagement for Life Sciences by implementing features such as Participant Management and Site Management.
- Get Started with Clinical Engagement
Accelerate clinical trials across patients, sponsors, sites, and more on a flexible and compliant platform. Clinical engagement in Life Sciences Cloud helps clinical research organizations raise trial awareness with candidates, speed up their onboarding, and mitigate attrition. Empower candidates to discover trials, evaluate eligibility, and sign up for eligible trials with robust self-service portals. Streamline participant enrollment with optimized auto-matching and consent management features. - Sign Up for a Life Sciences Trial Org
Sign up for a trial to get hands on with Clinical and Patient Engagement features in a Life Sciences Cloud org. The trial org doesn't include Life Sciences for Customer Engagement features. - Plan and Prepare for Clinical Engagement
Let’s walk you through some key concepts before you begin your implementation. Learning about how Life Sciences Cloud models data and its users will help you optimize your implementation to the needs of your organization. - 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 Participant Management
Participant Management streamlines the process of recruiting and enrolling participants in clinical trials by orchestrating each stage, from initial recruitment to enrollment. With this feature, you can provide a unified clinical trial portal experience for potential participants and clinical trial coordinators. - Set Up Site Management
Life sciences organizations can identify suitable sites and investigators for conducting research studies. Identification of the right site, the initial step in the research study process, is crucial to the successful completion of a study.

