Agentforce Life Sciences brings customer, clinical, and patient engagement together on a single, connected platform. As a Salesforce admin or implementer, use this guide to help you set up your organization for success with Agentforce Life Sciences.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
Note Life Sciences Cloud is now Agentforce Life Sciences. You may see references to Life
Sciences Cloud in your org and in this guide.
Agentforce Life Sciences supports three integrated domains:
- Customer Engagement drives compliant, orchestrated provider interactions, with visibility into territory alignment, brand messaging, and medical insights.
- Clinical Engagement supports intelligent clinical operations, simplifies site selection and patient recruitment, and connects patients, sites, sponsors, and contract research organizations (CROs).
- Patient Engagement powers benefit verification, eligibility coordination, and program tracking, with real-time insight into outcomes and adherence risks.
We've divided this guide into sections that cover the setup for each domain.
- Set Up Customer Engagement explains how to get your org ready to install the Customer Engagement managed package, which contains Customer Engagement features. You can then set up the features for Account Management, Engagement Planning, Engagement Execution, and so on. This section also explains how to set up the Life Sciences Cloud mobile app for iOS (iPad only), which is available in the Apple App Store.
- Set Up Clinical Engagement explains how to set up clinical engagement features, such as Participant Management and Site Management.
- Set Up Patient Engagement explains how to set up patient engagement features such as Financial Assistance Programs, Patient Program Outcomes, and Pharmacy Benefits Verification.