Basic org setup before configuring Agentforce Health features
Key Takeaway
Complete the basic org setup tasks before you set up any Agentforce Health feature, and don't assume Chatter is on in a new org.
Agentforce Health features depend on basic org setup. Tasks such as enabling person accounts and installing Omnistudio come before you set up any specific feature. If this foundation is wrong, for example if patients are not modeled as person accounts, you can't fully use Agentforce Health.
The basic setup tasks
Agentforce Health runs in Lightning Experience and is available in Enterprise and Unlimited Editions. The basic setup tasks are:
- Verify that Chatter is enabled.
- Verify that data protection details are available in records.
- Set up person accounts for patients and members.
- Set up Omnistudio.
- Set up healthcare providers.
- Give users the right profiles, permission sets and permission set licenses.