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Internal and external user personas across health verticals

Key Takeaway

Ask whether you treat the person like an employee: if yes, use an internal license, and if you want to limit an outside person's access, use an external license.

An Agentforce Health solution serves many kinds of people, so discovery starts by naming each persona and deciding whether that person is internal or external. The answer sets the person's license and what the person can access. The key roles also change by vertical: a provider, a payer and a pharma company each have their own set.

The people around the patient or member

Healthcare centers on the patient in a provider setting and on the member in a payer setting. Each one is surrounded by a support team, for example a primary care physician, other care team members such as physical therapists, family members, and even medical supply companies.

Salesforce Accredited Agentforce Health Professional Study Guide

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