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Considerations for the Vaccine Eligibility Package
Before you start, review the considerations and prerequisites for the Vaccine Eligibility Package.
Required Editions
| Available in: Enterprise and Unlimited Editions. |
Important To address any compliance considerations, consult with your legal
counsel. These packages are considered Non-SFDC Applications under your organization’s Main
Services Agreement, and that Main Services Agreement doesn’t apply to your use of these
packages.
Considerations for Safety Cloud Packages in General
These considerations apply to Safety Cloud Packages in general.
- Safety Cloud packages intend to provide tools that help accelerate your deployment of vaccine registration, vaccine post processing, and COVID-19 health verification solutions. Make configuration decisions based on your particular use case.
- To protect the security of recipients’ information, we recommend using Multi-Factor Authentication and enabling Shield Platform Encryption.
- Make sure that you follow secure coding guidelines. For more information, see the Salesforce Security Guide.
- To manage public access to your vaccine form, follow Experience Cloud security practices. See Secure Your Experience Cloud Sites and Guest User Record Access Developer Best Practices.
- Be mindful of the values that you store about your recipients. We recommend that you avoid collecting information that you don’t need and any sensitive information that can be used for discrimination or other unlawful purposes. For more information, see our Acceptable Use and External-Facing Services Policy.
- Adhere to the accepted data-retention policies and related privacy laws for your organization, wherever they apply.
- To help ensure equity in vaccine distribution and administration, review the Principles for the Ethical Use of COVID-19 Vaccine Technology Solutions and follow our tips for Integrating Ethics into Vaccine Management.
Considerations for the Vaccine Eligibility Package
These considerations apply to Vaccine Eligibility Package specifically.
Prerequisites for Vaccine Cloud Eligibility Packages
- If you plan to use Marketing Cloud Engagement to send updates to recipients, set it up first. For details, see Marketing Cloud Engagement Setup.
- Make sure that you have the correct licenses. For the eligibility packages, you need Health Cloud and Health Cloud Platform permission set licenses enabled in your org.
- In Setup, turn on Data Protection and Privacy, and select Make data protection details available in records.
- To improve security and performance with the Vaccine Eligibility packages, deactivate the Standard Lead Duplicate Rule in Setup | Data Management | Duplicate Management | Duplicate Rules. If you don’t, legitimate recipients sometimes are unable to sign up for or receive updates.
What the Eligibility Package Changes in Your Org
- When you download the Vaccine Eligibility packages, several things happen:
- We turn on the Site.com page cache permission.
- Two consent records,
DataUseLegalBasisandDataUsePurpose, are created for your org with the name Vaccine Eligibility Updates. - We add a Visualforce page for each part of the sign-up flow: Vaccination Sign-Up Form, Vaccination Sign-Up Success Page, Vaccination Sign-Up Start Page, and Vaccination Sign-Up Error Page.
- When a recipient signs up using the form, we create a lead record with their information. When you follow the setup steps in this guide, related individual and consent records are created for each lead with a scheduled Apex job.
- The Vaccine Eligibility Form package has a strategy to help prevent losing sign-ups
during the flow:
- You can capture and report skipped leads. When handling Registration events, EventLeadRegistrationTrigger receives events in a batch and processes each event to create a lead record. If we can’t create a lead due to an invalid or incomplete set of properties, we skip it and process the next one in the batch.
- If an exception occurs during the operation, we maintain the event processing order. After EventLeadRegistrationTrigger processes a batch, the list of leads is queued into the AsyncLeadInsert for lead insertion into the database. When there’s an error, the batch of events is resent and processed again after a delay, during which no other event is delivered.
- We create a list of leads that failed to insert into the database, which you can capture and report. The AsyncLeadInsert Apex job adds leads to one of two lists: insertedLeads or failedLeads.
- You can capture and report when an exception occurs during the AsyncLeadInsert Apex job.
- If there’s an unexpected failure during the AsyncLeadInsert Apex job, we retry the same operation up to five times.
Eligibility Product Limits
Salesforce sets an hourly peak limit of 1,200,000 for Asynchronous Registration submissions. If you anticipate exceeding this limit, contact Salesforce. To contact Salesforce, log a case, and provide this information.
- The production or sandbox Organization ID. To find your org’s ID, from Setup, in the Quick Find box, enter Company Information, and then select Company Information.
- Your requested limit.
- A business reason for the limit increase.
Language Support for Eligibility Packages
- Supported languages for the Vaccine Eligibility packages are English, Spanish (Mexico), French (Canada), and Japanese.
- To provide the Vaccine Cloud solutions in another language, use Translation Workbench. We don’t support right-to-left languages.
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