---
schema_version: "1"
id: 52eff4a5804e78a9d3b41791c222c64efb2b06485dfd25c99c5561a9e3bb43c4
title: Accelerate Home Health Setup with AI-Guided Configuration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_health_home_health_setup_assistant.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_health_home_health_setup_assistant.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a8c3dc23364d59509e0ec4f7390c5c9c462607edb277e9b3b4b7df92928e7f26
description: Save setup time and reduce manual errors by configuring Home Health with an AI coding assistant. Validate prerequisite licenses, install the Field Service managed package, and generate core metadata instantly. Activate critical scheduling flows, establish mobile clinician access, and build self-service patient portals without navigating multiple setup pages. Integrate advanced budget management and connect Agentforce to equip your care coordinators with intelligent home healthcare capabilities. You can also skip specific steps during your initial deployment and resume progress later to maintain flexibility.
products:
  - Cross Cloud
release: "264"
---
# Accelerate Home Health Setup with AI-Guided Configuration

Save setup time and reduce manual errors by configuring Home Health with an AI coding assistant. Validate prerequisite licenses, install the Field Service managed package, and generate core metadata instantly. Activate critical scheduling flows, establish mobile clinician access, and build self-service patient portals without navigating multiple setup pages. Integrate advanced budget management and connect Agentforce to equip your care coordinators with intelligent home healthcare capabilities. You can also skip specific steps during your initial deployment and resume progress later to maintain flexibility.

**Where:** This change applies to Lightning Experience in Enterprise and Unlimited editions with the Health Cloud, Home Health, and Agentforce for Health Cloud add-on licenses. You can run the setup skills using an AI coding assistant, such as Agentforce Vibes or Claude Code, that's connected to the Headless 360 MCP Server (Beta).

_Headless 360 MCP Server is a beta service that is subject to the Beta Services Terms at_ [_Agreements - Salesforce.com_](https://www.salesforce.com/company/legal/agreements/) _or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the_ [_Product Terms Directory_](https://ptd.salesforce.com/)_. Use of this beta service is at the Customer's sole discretion._

**How:** Connect your AI coding assistant to your org through the Headless 360 MCP Server (Beta) and Salesforce CLI. Type a plain-language request to set up Health Cloud, followed by Home Health. For example, “Set up Health Cloud in this org” and “Set up Home Health in this org”. Your assistant selects the necessary skills and guides you through the rest of the setup.

#### See Also

- [_Salesforce Help:_ Salesforce Hosted MCP Servers](https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide)
- [_Salesforce Help:_ Headless 360 MCP Server (Beta)](https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/headless-360-mcp.html)
- [_Salesforce Help:_ Home Health](https://help.salesforce.com/s/articleView?id=ind.hc_admin_home_health.htm&type=5&language=en_US)