Expedite your Agentforce Health setup with Salesforce Go. Leverage Agentforce to generate assessment suggestions, extract specific page data, and summarize prior authorization and provider network status details. Use Health Engagement to manage outreach campaigns and empower members with self-service capabilities. Compare health insurance plans with Digital Health Insurance and gain pricing transparency for atheahealth API operations with Digital Wallet. Streamline administrative workflows by automating the home healthcare billing process and converting unstructured fax referrals into new records.
Health Cloud is now Agentforce Health. You may see references to Health Cloud in Salesforce applications and documentation.
- Health Features Released by Month
Health features and changes are released on a monthly basis. Check this page for the latest releases. - Accelerate Agentforce Health Setup with Salesforce Go
Salesforce Go continues to evolve by offering setup support for Referral Management, Integrated Care Management, Contact Center, and Home Health. By centralizing these complex clinical workflows into a single setup location, Salesforce Go helps you implement with greater speed and precision. This streamlined approach makes it easier to scale operations, reduce time from configuration to care, and improve patient outcomes. - Agentforce for Health
Target specific sections of a file to pull out exactly what you need while reducing manual errors. Speed up large-scale data processing by applying standardized templates to entire batches of documents. Help your payer contact center reps work faster by using subagents to gather prior authorization and provider network details. - Compare Insurance Plans and Generate Quotes with Digital Health Insurance
Help small group brokers and payer account executives evaluate and select the right insurance plans and generate quotes through a guided experience. Compare health insurance plans side by side to review premiums, deductibles, and out-of-pocket costs, and leverage AI-generated summaries to simplify decision-making. Standardize data capture and streamline structured workflows to reduce manual effort, improve accuracy, and deliver faster recommendations. - Health Engagement
Proactively engage with members across multiple channels such as email and SMS, and automatically send reminders for care gap closure. Easily manage outreach campaigns and access prebuilt engagement templates from the Health Engagement app. Equip your members with agentic self-service so that they can complete quick tasks such as in-network provider search and coverage detail verification. - Home Health
Improve operational efficiency and clinician productivity by automating billing and providing flexible assessment options. Automatically convert work order costs into invoices and enable clinicians to save and resume assessments across sessions and devices. - Integrated Care Management
Quickly find MCG assessments and Discovery Framework-based internal assessments in a single search by using the Unified Search Experience. Deliver timely patient-centric care by leveraging AI-powered assessment suggestions based on a patient’s profile. Understand a patient’s care journey better by accessing completed internal assessments, regardless of their current version. - Referral Management
Get new Referral Management features up and running quickly by using a guided setup workflow. Convert unstructured fax referrals into structured records by using Document AI for Health and assign referral predictive intelligence scores based on time in the queue. - Track Versions and Automate Logic for Action Plans and Templates
Maintain audit trails and historical reporting by using the Version Number field in action plan templates. Capture the template type to trigger downstream automation and apply processing logic across care programs. The action plan captures the values as a static snapshot, maintaining accuracy even if the template changes. - View athenahealth API Consumption in Digital Wallet
Monitor your entitlement usage and credit consumption in real time by using Digital Wallet and leverage these data-driven insights to plan and scale your healthcare operations. Digital Wallet for Agentforce Health provides pricing transparency for athenahealth API operations and helps you avoid unexpected overages. - New and Changed Connect REST API Resources in Health
Connect REST APIs help customers and partners integrate with Salesforce software and UIs. - New and Changed Invocable Actions in Agentforce Health
Use the new invocable actions in Agentforce Health (formerly Health Cloud). - New and Changed Objects in Agentforce Health
Store and access more data with these new and changed Agentforce Health (formerly Health Cloud) objects.
New and Enhanced Common Features for Agentforce Health
Agentforce Health includes access to some features that are available across clouds and products in Industries. Use these features to extend and customize Agentforce Health based on your business needs.
- Batch Management
Get better control over Batch Management workflows with CSV support, a new operator for filtering records, and business user permissions.
- Business Rules Engine
Process multiple outcomes from a single decision table lookup within context-aware expression sets. Manage CSV-based rule versions and resolve conflicts by using custom activation ranks. Track rule executions against context service records for enhanced Decision Explainability. Package Business Rules Engine components seamlessly by using second-generation managed packages (2GP). Scale complex operations with increased decision table limits.
- Context Service
Streamline automation with Apex classes generated from your context definitions to mirror metadata in Salesforce Flow without coding. Build more complex data structures with increased design-time limits for nodes and attributes. You can also use Data Processing Engine to apply complex logic, such as hierarchical rollups, directly to your context data for use cases such as document generation.
- Data Processing Engine
Transform context data with intricate product hierarchies and groupings at scale for business processes such as document generation. Debug Data Processing Engine definitions directly in the builder for CRM Analytics runtime to pinpoint and resolve logic issues faster before writing back transformed data. Validate configurations during the design phase by using data preview to trace data flow and identify errors before saving Data 360 runtime definitions.
- Discovery Framework
Support a global user base by storing assessment questions and responses in multiple languages so forms automatically display in a user's locale.
- Omnistudio
Use Omnistudio features to extend and customize your product based on your business needs.
- Stage Management
Handle more complex, regulated workflows with tighter control over how records move through their lifecycle.
- Timeline
Use Tasks and Events as data sources in your vertical Timeline configurations to improve activity visibility.