Tracks: Agentforce Health AP

Discovery

Given a customer's desired outcomes, gather functional and technical requirements to meet customer outcomes.

Given customer requirements, define the capabilities that need to be analyzed for a successful project.

Given customer use cases, define the personas and stakeholders.

Design

Given customer requirements, determine when to use specific Health Cloud capabilities.

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

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

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

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

Given customer requirements, understand how to model patients, providers, healthcare facilities, and related entities using the appropriate Health Cloud objects.

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

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

Given the business processes or requirements, determine how to create the solution design utilizing best practices and Health Cloud modules.

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

Implement

Given a scenario, determine how to configure Health Cloud applications or solutions to meet customer needs.

Given a finalized design, determine how to install Health Cloud according to best practices.

Given a list of success criteria, determine how to configure Salesforce to provide agreed-upon reports.

Given a customer design, determine how to configure OmniStudio components for Health Cloud to meet customer requirements.

Given a scenario, determine when to use Salesforce integration capabilities, including standard APIs, related to Health Cloud.

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

Given a scenario, determine how to configure security, sharing, and visibility rules to meet customer needs.

Deploy

Given a scenario, determine the post-deployment steps for a specific use case or capability within Health Cloud.

Given a scenario, determine the pre-deployment steps for a specific use case.

Determine how to manage techs via Mobile app and capabilities.