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Selecting and phasing Agentforce Health capabilities for implementation

Key Takeaway

Agentforce Health is a set of separate features, so map each customer requirement to the right feature and enable only the ones the organization needs.

Agentforce Health is a set of separate healthcare features, not a single switch you turn on. During discovery, a consultant works out which features the customer's business needs call for. Doing this well depends on two things: mapping each requirement to the right feature, and understanding how Agentforce Health models people and clinical data before implementation starts.

How to select and phase capabilities
  1. Before implementation begins, learn how Agentforce Health models its data and its users, so you can shape the implementation to the organization's needs.
  2. Map each business need to the right feature.
  3. Enable only the features that are relevant to the organization.
  4. Set up those features and their data for your users.
Salesforce Accredited Agentforce Health Professional Study Guide

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