The Generate Healthcare Provider Summary action provides contextual summaries of the latest changes, interactions, and insights related to healthcare provider accounts.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Life Sciences add-on or included in Agentforce 1 Life Sciences Edition. Requires each user to have the Agentforce for Life Sciences add-on to access the action. |
| User Permissions Needed | |
|---|---|
| To execute actions for Account Summarization: |
Life Sciences Key Account Management OR Life Sciences Field Medical OR Life Sciences Field Sales Representative AND Life Sciences Core Prompt Template User Health Cloud Starter Access Life Sciences Customer Engagement Agentforce |
| To run flows associated with agent actions: |
App Permission: Run Flows OR Grant access to individual flows |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | GenerateHealthcareProviderSum |
| Reference Action Type | Flow |
| Reference Action | GenerateAccountSum |
| Does this action execute one or more prompt templates? | No |
| Required Setup | Agentforce for Account Summarization |
Guidelines and Considerations
The user interface of this product is available in English only and may not be fully supported in other languages.