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            Create a Research Study

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            3. Agentforce Life Sciences

            Create a Research Study

            Speed up site selection by creating research studies using a flow, instead of updating multiple object records separately. Save time and reduce the risk of errors, making sure that your studies are set up and running smoothly.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To create a research study:

            Study Manager for Site Management
            1. From the App Launcher, find and select Research Studies.
            2. Click Create Study.
            3. On the Basic Information window, enter the required information.
            4. On the Enrollment Information window, enter the target count of enrollees.
            5. On the Participant Eligibility window, under Inclusion Criteria, select existing criteria or create a criteria that you want to include for the participant. To add more inclusion criteria, click Add. To remove criteria, click Remove.
            6. Under Exclusion Criteria, select an existing or create a criteria that you want to exclude for the participant. To add more exclusion criteria, click Add. To remove criteria, click Remove. Click Next.
            7. Select the pre-eligibility questionnaire for the candidate.
            8. Click Finish.

            The research study that you created appears in the Research Studies list.

             
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