Healthcare & Life Sciences

Configure the data flows and user interfaces that make the Agentforce Health features available to your users.

Life Sciences Cloud gives organizations across the life sciences industry the tools they need to run their operations and best serve their candidates and clients. From managing participants in clinical trials, to boosting patient engagement and commercial excellence, Life Sciences Cloud has a solution for your organization’s needs. And as the Life Sciences Cloud administrator, you play a vital role in setting your organization up for success with its Life Sciences Cloud implementation. Administering Life Sciences Cloud means configuring data flows, user interfaces, and the many other Salesforce components that make Life Sciences Cloud features available to your users.

Agentforce Revenue Management offers the features you need to create a unified system that manages and automates your revenue lifecycle.

Make the most of your org with features available for use in multiple Industries clouds.

Let users find and launch flows, flow orchestrations, OmniScripts, and quick actions directly from a page.

Define tasks, documents, and other items to complete for repeatable business processes.

View your customers’ relationships in an easy-to-navigate graph. Understand relationships among people and businesses by presenting them in interactive components.

Create business rules that perform complex lookups and calculations.

Design a search experience using a single object that combines data that is spread across multiple objects and fields.

Simplify complex data transformation and calculations at scale with Data Processing Engine. Make the transformed data actionable by writing results directly to objects, Data Cloud, and CRM Analytics.

Collect and validate customer information in compliance with your policies.

Generate contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and so on from Microsoft Word and PowerPoint templates. These templates can include values from any JSON-based data in the text, including data from any Salesforce object.

Understand and organize relationships between people and organizations in meaningful ways, such as households or other groups, and manage relationships by using standard objects.

Verify the identity of a customer before you share any sensitive information with them.

Extract customer information provided in PDFs and image files into preconfigured document records in Salesforce.

Use optical character recognition to automatically extract data using your AWS account. Use the extracted information to create, update, or verify Salesforce records.

Use optical character recognition to automatically extract data using Amazon Textract. Use the extracted information to create, update, or verify Salesforce records.

Shows key events relating to a person or a resource in one place.

Enable communication from anywhere. Provide self-service scheduling, automated appointment notifications, and easy access links to the video platform.

Connect frontline agents, back-office teams, and customers with flexible components that support policy administration, benefit administration, claims, and billing.

Omnistudio provides a suite of services, components, and data model objects that combine to create Industry Cloud applications. Create guided interactions using data from your Salesforce org and external sources.

Install or upgrade Omnistudio and Omnistudio for Managed Packages, including setting up permissions and changing settings for Omnistudio runtime and Metadata API support.