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            Optimize the Site Selection Process by Using Agentforce

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            3. Agentforce Life Sciences

            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.

            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.
            Note
            Note The user interface of this product is available in English only and may not be fully supported in other languages.
            User Permissions Needed
            To use Agentforce:

            Prompt Template User

            AND

            Access Agentforce Default Action

            AND

            Study Manager for Site Management

            AND

            Life Sciences Site Management Summarization
            1. From the App Launcher, find and select Research Studies.
            2. Open the research study for which you want to run the feasibility study.
            3. Click the Agentforce icon on the top of the page.
            4. In the Agentforce window, click Search Sites & Investigators.
            5. Confirm your the research study that you've selected.
            6. To view the search results, click View Search Results. To edit the default search filters, click Edit Filters.
              The search results are displayed in the search results page.
            7. To summarize the site information, from the dropdown next to the healthcare facility and the investigator in the search results, select Summarize Site.
            8. To add the site to the research study, click Add Site to Study.
            9. To summarize the investigator information, from the dropdown next to the healthcare facility and the investigator in the search results, select Summarize Investigator.
            10. To add the investigator to the research study, click Add Investigator to Study.
            11. Confirm your selection.
            12. To go to the care program sites page and send feasibility assessments, click View Care Program Sites.
            13. To send feasibility assessments, in the Care Program Sites page, select the sites, and click Send Assessment.
            14. On the Agentforce window, select the assessment, and click Submit.
            15. Select an expiry date and time for the assessment, and click Submit.
            16. Confirm your selection.
              The site investigators receive the links to the feasibility assessments on the Experience Cloud portal.
             
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