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Customizing the managed-package Agentforce Health console

Key Takeaway

Not every component in the managed package can be customized, so know which parts can change and which tool changes each one.

The Agentforce Health console is the managed-package workspace where care coordinators view and manage patients or members and the activities related to their care. You can tailor key parts of the console to fit how an organization works, so a consultant can match the console to a customer design.

What you can customize

The console is available in Lightning Experience on Enterprise and Unlimited Editions with Agentforce Health. Areas you can customize include:

  • patient or member information components
  • patient or member lists
  • the householding map
  • the legacy Timeline
  • Life Events
  • data source icons
  • labels

Many console settings are managed in the package's admin app. In Lightning Experience, you open the Lightning Admin app from the App Launcher. The tabs in the Lightning Admin app include:

  • "Cross Object Relationships"
  • "EHR Custom Objects", which covers source-system data such as patients, encounters, prescriptions and immunizations
  • "Patient Card Configurations"
  • "Timeline View Configurations"
Salesforce Accredited Agentforce Health Professional Study Guide

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Given a customer design, determine how to customize Agentforce Health to meet customer needs

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