Automate the multi-step Key Account Management (KAM) implementation process by using an AI coding agent that handles all the prerequisite setup tasks—like permission set assignments and stakeholder picklist creation. Get standardized goals and tasks that you import directly into account plans and territory business plans. Use natural-language utterances to provide record data for the KAM user, territory, account, product, or the stakeholders—or confirm the data that’s supplied by your agent. Built-in guardrails help you stay compliant: the agent asks for your explicit approval before taking any org-wide action and verifies record data against your org before submitting changes. Complete the implementation process at your own pace by pausing and resuming sessions as needed.
Where: This feature is available in Lightning Experience in Enterprise and Unlimited editions with the Life Sciences Cloud license and the Life Sciences Cloud for Customer Engagement add-on license, and where the Life Sciences Cloud for Customer Engagement managed package is installed.
Who: This feature is available to users with the Health Cloud Starter permission set, the Life Sciences Commercial Admin permission set, and the Life Sciences Key Account Management permission set.
How: Add these skills to your AI coding agent in Claude Code and Agentforce Vibes, and start a conversation with your agent.