Explore Agentforce for Life Sciences
Learning Objectives
After completing this unit, you’ll be able to:
- Explain why life sciences organizations are adopting AI assistants.
- Describe how Agentforce automates key tasks in Life Sciences Cloud.
- Identify the core domains and user roles that Agentforce supports in life sciences.
Before You Start
Before you start this module, consider completing this recommended content.
The Work Behind Every Breakthrough
Behind every successful clinical trial, patient therapy, or field engagement lies a web of complex, data-intensive processes. Clinical teams analyze vast datasets to select and activate study sites at record speed. Patient services reps navigate intricate benefits information. Field reps and medical science liaisons (MSLs) synthesize clinical and historical data to prepare for every interaction.
These professionals are highly trained, yet they spend much of their day on work that is not only manual but also requires sifting through disconnected systems for critical insights. The result is slower execution, missed opportunities, and less time for the strategic work that drives innovation and improves patient outcomes.
Agentforce for Life Sciences Cloud is designed to change that. It brings agentic AI to the front lines of clinical, patient, medical, and commercial work. These intelligent agents analyze complex data, surface predictive insights, and autonomously execute multi-step processes, all while respecting regulatory guardrails.
In this module, you learn how Agentforce helps life sciences teams expedite trials and therapy work, reduce time spent searching for answers across systems, and deliver more consistent customer and patient interactions.
A Smarter Way to Work
Agentforce brings intelligent, operational assistance directly into your life sciences workflows. More than just a conversational tool, Agentforce analyzes your complex clinical and patient data, aligns to your regulated processes, and empowers your teams—from the clinic to the field—to take real action in Salesforce.
Each agent is purpose-built for a job that life science users already do and is composed of three parts.
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Skills are prebuilt flows for domain jobs such as benefits verification or previsit planning.
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Topics focus the agent on a defined task type or subject so conversations stay on track and are auditable.
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Actions are executable steps such as generating a summary, retrieving key record details, or updating a record.
Use this modular framework to map real work to repeatable building blocks. Start with a focused use case, measure the impact, and then expand to the next task.
Agents meet users where they work, whether it’s in the console, on mobile, or through secure portals. Admins configure agents with clicks, while developers extend them on the trusted Salesforce Platform.
An AI Solution, Tuned for Life Sciences
Agentforce for Life Sciences Cloud is a complete solution that combines the core power of the platform with exclusive skills built for industry workflows.
Agentforce for Life Sciences Cloud includes prebuilt skills, topics, and actions that map to key jobs across clinical, patient, medical, and commercial teams. The table highlights some examples from each pillar.
Skill |
Topic |
Actions |
|---|---|---|
Clinical Trial Management |
Site Selection Assistance: Assist site feasibility leads in identifying the top sites and investigators for a clinical trial. |
|
Patient Services |
Benefits Reverification: Assist patient services reps in reverifying benefits for program enrollees. |
|
Customer Engagement |
Visit Planning: Help key account managers, MSLs, and field reps prepare for visits by generating contextual summaries of healthcare providers, such as doctors and clinics. |
|
While powerful, those industry-specific skills are just the beginning. The true value of Agentforce for Life Sciences Cloud is the multiplier effect you get when you combine them with the full power of the Salesforce Platform. This means your teams can use the core capabilities of Agentforce for Service and Agentforce for Sales and ground them in a unified data foundation with Data 360.
Use this combination of agents and data to enhance processes across your organization. Here are a few examples.
- Clinical teams can use core capabilities such as Actionable Plans to generate a standardized outreach and follow-up strategy for investigators identified during site selection.
- Patient services teams can leverage AI-generated case summaries from Agentforce for Service to instantly log the outcome and key details of a patient support call.
- Commercial teams can use sales emails from Agentforce for Sales to draft personalized, compliant follow-up messages after a visit.
This seamless blend of industry and platform capabilities is powered by Data 360, which acts as the central engine for intelligence. It securely connects and harmonizes data from all your sources, including patient records in Salesforce, clinical trial data in a data lake, and information from external electronic health records (EHR) or lab systems. This harmonized data provides a better foundation for more accurate AI and ensures every action an agent takes is informed by a complete and trusted data picture, leading to smarter, more effective outcomes.
A Solution Built on Trust
Life sciences work is governed by strict standards for privacy, accuracy, and traceability. Agentforce operates within the Salesforce Trust Layer to meet these demands.
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Data protection: Data stays within the Salesforce trust boundary. Set access to users using role-based controls and consent.
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Auditability: Agents keep records of what they did, why they did it, and which sources they used, so you can review and report those records.
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Policy-aware automation: Actions follow defined rules, including disclosure tracking, electronic signatures, and retention policies that satisfy audits.
Whether your teams handle sensitive health data, manage global privacy rules, or ensure electronic record integrity, Agentforce supports the discipline you need with the speed your teams expect.
Empowering Users, Not Replacing Them
Agentforce doesn’t replace your team’s expertise. It amplifies it. Here are some examples.
- A case agent moves faster when routine emails and summaries are drafted with the relevant fields already in place.
- A field rep is more strategic when engagements reflect real prescribing trends and previous content interactions.
- A clinical lead makes better choices when site recommendations are backed by feasibility models and prior trial performance, with assumptions called out.
Agentforce acts as a strategic partner to your teams. By automating routine tasks and surfacing critical insights, it frees up your experts to focus their judgment on what matters most: making complex decisions, building stronger relationships, and driving innovation.
What’s Next
In this unit, you explored what Agentforce is and how it works with Life Sciences Cloud. You learned the building blocks, including skills, topics, and actions, and you saw how they align to the clinical, patient, medical, and commercial pillars.
Ready to see how this comes together in the field? In the next unit, learn how Agentforce powers up clinical trial operations.