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Salesforce Accredited Agentforce Health Professional
Study Checklist
Checklist progress
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Given a customer's desired outcomes, gather functional and technical requirements to meet customer outcomes.
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Documenting upstream EHR/EMR footprint and interoperability expectations for a Health Cloud program
Learn this conceptGathering functional requirements for care plan authoring and care gap identification
Learn this conceptGathering functional requirements for care team task assignment, escalation paths, and collaboration
Learn this conceptSizing data volumes and user concurrency for integration and Salesforce platform planning
Learn this conceptGiven customer requirements, define the capabilities that need to be analyzed for a successful project.
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Given customer use cases, define the personas and stakeholders.
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Health Cloud programs rely on integrating patient data from various Electronic Health Record (EHR) systems to create a unified view. During discovery, you must identify the upstream EHR systems and define how data will exchange between them and Health Cloud using interoperability standards. This ensures care teams can access complete patient histories across different organizations.