Choosing industry automation tools for a health business process

Key Takeaway

Match each requirement to the tool built for that kind of job, and keep shared decision criteria in Business Rules Engine.

Agentforce Health includes an automation suite that expands the Salesforce Flow suite for complex industry workflows. Each tool handles a different kind of job, such as guiding a user, making a rules-based decision, transforming data, connecting systems, or handling documents. A consultant designs a health process by matching each requirement to the right tool. Agentforce Health features such as Utilization Management often combine several tools in one process.

What the automation suite includes

Besides Flow and MuleSoft, the automation suite includes Omnistudio, Business Rules Engine, Document Generation, Intelligent Form Reader, and Data Processing Engine. The suite is available in Enterprise and Unlimited Editions with Agentforce Health.

Document Generation needs an add-on license. The rest of the automation suite is included with Agentforce Health.

Salesforce Accredited Agentforce Health Professional Study Guide

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0/167Learned

Checklist progressProgress

0/167Learned

Given customer requirements, determine how to create the solution for Agentforce Health features according to best practices

0/2

Given customer requirements, understand how to model patients, providers, healthcare facilities, etc., using the appropriate Agentforce Health objects

0/14

Given customer requirements, determine how to create the proper application solution design leveraging Agentforce Health best practices

0/5

Given customer requirements, determine when to use specific Agentforce Health capabilities

0/8

Given customer requirements, determine how to create the design solution for a specific Agentforce Health vertical to meet those requirements

0/6

Given the business processes/requirements, determine how to create the solution design utilizing best practices and Agentforce Health modules

0/5

Patient journey stages mapped to Agentforce Health data models

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Patient access and front-office process design with Patient and Member Services

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Care coordination process design with Care Orchestration capabilities

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Provider lifecycle process design with Provider Network Management

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Choosing industry automation tools for a health business process

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Given a customer's business objectives and goals, define success-metrics/KPIs and configure Salesforce to enable reporting on these metrics

0/5

Given a customer's security/compliance requirements, design and implement the appropriate organizational security and data access considerations

0/8

Given a customer's external systems and data requirements, determine the optimal integration strategy for the customer's Salesforce org

0/7

Given a customer's business requirements, design the future state business processes

0/4

Given the data requirements, create a migration strategy considering the legacy /future state system landscape ensuring accuracy and integrity

0/9

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Choosing industry automation tools for a health business process

Key Takeaway

Match each requirement to the tool built for that kind of job, and keep shared decision criteria in Business Rules Engine.

What the automation suite includes

Document Generation needs an add-on license. The rest of the automation suite is included with Agentforce Health.