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Get Acquainted with Life Sciences Cloud

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe the trends and challenges transforming the life sciences industry today.
  • Identify the core capabilities of Life Sciences Cloud.
  • Explain how Agentforce and Data Cloud bring intelligence and automation to clinical, patient, and commercial operations.

Before You Start

Before you start this module, make sure you complete the following content. The work you do here builds on the concepts and work you do in that content.

What’s Shaping Life Sciences Today

Across the life sciences industry, companies are being pushed to evolve. Pharmaceutical leaders, medtech innovators, biotech startups, and research organizations all face growing pressure to move faster, connect smarter, and deliver more value with fewer resources.

A three-panel graphic, each showing one of the Life Sciences Cloud’s core domains with a key user engaged in a representative scenario.

Scientific breakthroughs are accelerating, but the systems that support them often lag behind. Patients expect care that feels personal and responsive, and healthcare professionals (HCPs) want relevant, data-informed engagement. All the while, internal teams are still navigating siloed systems and manual workflows.

Bringing a therapy to market, enrolling patients in a support program, or running a global clinical trial has never been more complex or more mission-critical. To succeed, life sciences organizations need a better way to work.

Here are some of the forces reshaping the field.

Trend

What It Means for Life Sciences

Artificial Intelligence (AI)

AI is already transforming operations. Life sciences teams are using it to automate key workflows, uncover insights, and improve speed and accuracy across clinical, patient, and commercial efforts.

Patient-Centricity

Patients are more informed and involved than ever. They expect timely, tailored experiences throughout their healthcare journey, from screening and access to long-term support.

Revenue Pressures

Patent expirations, pricing reforms, and new legislation are straining legacy revenue models. Companies must launch solutions faster, adapt to market changes, and prove value in every interaction.

Evolving Complexity

Devices and procedures are growing more sophisticated. Teams need mobile tools, inventory visibility, and real-time coordination to deliver safe, effective care in dynamic environments.

Disconnected Systems

Fragmented data slows teams down. Without a unified view across clinical trials, patient support, and HCP engagement, organizations risk inefficiency, compliance issues, and poor customer experiences.

These challenges aren’t isolated. They’re connected. Solving them requires more than patching existing tools. It takes a unified, intelligent platform built for the realities of modern life sciences work.

Enter Life Sciences Cloud

Imagine a platform that speaks your industry’s language and is built not just for managing data, but for transforming how clinical, patient, and commercial teams work together. Meet Life Sciences Cloud.

As the first unified, agent-first engagement platform for life sciences, it connects your systems, teams, and data using a single intelligent foundation. Whether you're enrolling patients in a gene-therapy trial, responding to a provider inquiry, or coordinating field service for a medical device, the platform ensures that every interaction is timely, compliant, and informed by the bigger picture.

To see how it all comes together, take a look at the Life Sciences Cloud architecture. The diagram highlights the three integrated domains—Customer, Clinical, and Patient Engagement—each powered by a shared data model and ecosystem tools. Notice how Agentforce and Data Cloud sit at the center, ensuring intelligence and compliance flow across every function.

Architecture diagram of Life Sciences Cloud.

At its core, Life Sciences Cloud supports three integrated domains:

  • Customer Engagement drives compliant, orchestrated provider interactions, with visibility into territory alignment, brand messaging, and medical insights.
  • Clinical Engagement supports intelligent clinical operations, simplifies site selection and patient recruitment, and connects patients, sites, sponsors, and contract research organizations (CROs).
  • Patient Engagement powers benefit verification, eligibility coordination, and program tracking, with real-time insight into outcomes and adherence risks.

Each pillar bolsters a distinct part of the life sciences lifecycle. Together, they deliver a connected view of your most important stakeholders, from clinical sites and care teams to patients and providers.

But this isn’t just about user interfaces. Behind every workflow is a powerful, purpose-built data model designed for the realities of life sciences operations.

Take HCP engagement. You can track field visits, capture feedback, and plan future interactions based on a shared HCP record that reflects specialties, affiliations, and prescribing behavior. Plus, integrated support for social determinants, consent management, and program eligibility can transform how you manage patient services. Clinical teams benefit from structured models for site data, adverse events, and protocol milestones. And all this data aligns with healthcare data standards like Health Level Seven (HL7) and Fast Healthcare Interoperability Resources Release 4 (FHIR R4) to support compliant, scalable integrations.

In short, you get data that deeply reflects how your organization actually works, not a generic CRM with industry labels tacked on.

The Life Sciences Cloud platform scales to fit every kind of life sciences business:

  • Pharma companies can simplify patient onboarding, orchestrate HCP engagement across medical and commercial roles, and accelerate trial delivery.
  • Medtech organizations gain real-time visibility into inventory, simplify field service operations, and ensure product traceability from shipment to procedure.
  • Contract research organizations manage enrollment, site activity, and regulatory milestones with structured workflows and shared sponsor views.
  • Commercial services providers coordinate compliant field execution and deliver programs on behalf of brand owners using a shared platform of record.

Powering all of this is Salesforce’s broader ecosystem.

  • Data Cloud delivers unified, real-time views of patients, HCPs, and partners.
  • MuleSoft integrates external systems like EHRs, claims platforms, and registries, electronic data capture systems (EDCs) and other clinical systems.
  • Tableau visualizes trends and performance metrics in real time.
  • Experience Cloud powers self-service portals for patients, providers, and partners.
  • Slack supports cross-functional collaboration and study team coordination in real time.

Together, these technologies form a unified solution for modern life sciences operations that link data, systems, people, and processes across every function

And at the center is Agentforce, your intelligent digital partner, embedded directly in the flow of work.

Intelligent Operations with Agentforce

Managing a clinical trial. Supporting a patient on therapy. Planning a field visit. Answering a medical inquiry. In life sciences, even routine tasks are shaped by regulatory nuance, data complexity, and time-sensitive decisions.

Automation alone isn’t enough. Teams need intelligent systems that work in context and understand the data, the rules, and the stakes. That’s exactly what Agentforce delivers, transforming life sciences work across every part of the organization.

Instead of being just a bolt-on chatbot or generic assistant, Agentforce brings trusted AI into the flow of work across Life Sciences Cloud. It’s a fully embedded intelligence layer trained on the business logic, workflows, and compliance standards of life sciences.

Whether you’re enrolling patients, preparing for an HCP visit, or tracking therapy outcomes, Agentforce enhances how your teams plan, decide, and act, without adding friction.

This table introduces some of the core Agentforce capabilities in Life Sciences Cloud.

Pillar

Capabilities

Clinical Engagement

  • Candidate matching identifies qualified participants using preset criteria and available data.
  • Site selection recommends study sites based on historical performance and feasibility analysis.
  • Participant engagement drives enrollment and retention by triggering personalized follow-ups and surfacing dropout risk signals.

Patient Engagement

  • Benefits verification automates insurance checks and reverification to avoid delays in treatment.
  • Outcome monitoring gives teams real-time insights on patient progress.
  • Program summarization generates care team updates for better decision-making and outcomes.

Customer Engagement

  • Pre-call planning compiles HCP profiles with prescribing trends, interaction history, and recommended next steps.

Every Agentforce skill is designed with life sciences guardrails built in. It honors compliance, scales securely, and focuses intelligence where it matters most.

Rather than replacing expertise, Agentforce removes the noise so your experts can focus on impact.

A Unified Platform for a Complex Industry

Life Sciences Cloud brings customer engagement and both clinical and patient operations together on a single, connected platform. With centralized data and embedded intelligence from Agentforce, teams can plan faster, execute with greater precision, and adapt in real time to meet business and regulatory demands.

Life Sciences Cloud isn’t just a set of tools. It’s a foundation for faster launches, better coordination, and smarter decisions.

In the next unit, explore how Life Sciences Cloud supports commercial teams with a unified customer-engagement data model, product and territory controls, and intelligent planning tools. See how field reps and medical teams use the solution to identify key affiliations, plan compliant visits, and deliver personalized content to the right HCPs at just the right time.

Resources

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