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0/156Learned
Salesforce Accredited Agentforce Health Professional
Study Checklist
Checklist progress
0/156Learned
Given customer requirements, determine when to use specific Health Cloud capabilities.
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Adopting Home Health when bedside logistics require field tech flows beyond generic Field Service
Learn this conceptAdopting Remote Monitoring when device telemetry thresholds must trigger clinician interventions
Learn this conceptChoosing packaged Referral Management over custom Cases when longitudinal referral SLAs dominate
Learn this conceptDefining lifecycle stages creation through closure for routed referrals tracked in Health Cloud
Learn this conceptSelecting Intelligent Document Reader or Automation versus manual keyed intake from documents
Learn this conceptGiven a customer's external systems and data requirements, determine the optimal integration strategy for the customer's Salesforce org.
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Given customer requirements, determine how to create the solution for Health Cloud features according to best practices.
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Given the data requirements, create a migration strategy considering the legacy and future state system landscape, ensuring accuracy and integrity.
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Given a customer's security or compliance requirements, design and implement the appropriate organizational security and data access considerations.
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Given customer requirements, understand how to model patients, providers, healthcare facilities, and related entities using the appropriate Health Cloud objects.
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Given a customer's business objectives and goals, define success metrics or KPIs and configure Salesforce to enable reporting on these metrics.
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Given a customer's business requirements, design the future state business processes.
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Given the business processes or requirements, determine how to create the solution design utilizing best practices and Health Cloud modules.
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Given customer requirements, determine how to create the design solution for a specific Health Cloud vertical to meet those requirements.
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Unified Health Scoring and Risk Stratification are distinct Health Cloud capabilities for managing patient risk. Unified Health Scoring does not calculate scores natively and requires Data 360 Calculated Insights or custom solutions to compute and import scores, while Risk Stratification natively calculates risk scores using the CMS Hierarchical Condition Category (HCC) model within CRM Analytics.