Document Generation and electronic signatures for health records
Key Takeaway
For runtime generation, internal users need "DocGen Runtime" and customer community users need "DocGen Runtime CC". People without Salesforce user accounts can't use Digital Verification, so they must sign remotely through an external e-signature integration such as DocuSign.
Agentforce Health supports two related document tasks. Document Generation builds documents by merging a predefined template with Salesforce data. Electronic signatures use Digital Verification, where users sign records to verify key record updates. To customize Agentforce Health for a customer, work out who generates each document and who signs it, because those answers decide the access and signing method you set up.
What Document Generation creates
Document Generation creates documents from predefined, customized templates. It merges text-based files, such as Microsoft Word or PowerPoint files, with other data sources.
The results can be documents like intake forms, contracts, reports, proposals, quotes, and non-disclosure agreements. The output can be a .docx, .pptx, or .pdf file.
Document Generation is one of the Agentforce Health automation tools that extend Salesforce Flow for complex industry workflows. The others are Omnistudio, Business Rules Engine, Intelligent Form Reader, and Data Processing Engine.