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#Salesforce Health Cloud18 discussing

I have two objects in our Salesforce Health Cloud - one for patient accounts and one for voice calls that links to our calling software. There is a patient unique identifier that links calls to accounts as a related object, but not a child object.  

 

I'm trying to build a report that pulls the most recent call date for a patient along with other information from the patient account object. I created an "Account with Voice Calls" report, but am having trouble creating this max date column since 1. The formula field options are limited to only Number, Percent, or Currency outputs, and 2. I'm not grouping by the patient unique identifier in the report (we have 3 other grouping columns, so this is maxed out).  

 

What is the best way to handle this? Is there a way to use the formula feature within the report? Is this something I'm going to have to build a field for on either the account or voice calls object? Is that even possible since it's two different objects (and voice calls is not a child object)? Any suggestions would be appreciated! 

 

#Salesforce Health Cloud

8 answers
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3 answers
  1. Aug 20, 8:10 AM

    To be honest, it cannot be answered completely. One important thing is it is built on top of Sales Cloud. I am attaching below references to provide the complete details, benefits, usecases and its working. Somehow it is below and I found the Salesforce official blog a good resource: 

     

    What is  Salesforce Health Cloud?

    It is a specific, industry-focused customer relationship management (CRM) solution built by Salesforce. It is designed to modernize the way providers, payers, and life sciences companies manage patient and member relationships. It sits on the robust Salesforce Platform and offers specialized tools for care management, service, and patient engagement, using a flexible data model tailored for the complex workflows and regulatory needs of digital health. 

     

    How does it work?

    Health Cloud works by first connecting to and securely integrating all existing systems, such as EHRs, to gather and centralize patient data. It then organizes this data into a comprehensive patient profile, giving care teams a single, unified view of the person. This foundation allows the system to power key processes like automating care plan execution, managing service inquiries through a specialized service console, and providing real-time analytics to drive continuous improvement in connected care delivery. 

     

    See FAQs: https://www.salesforce.com/healthcare/cloud/guide/

    https://www.salesforceben.com/salesforce-health-cloud/

    https://www.youtube.com/watch?v=mOOtPfH9XFQ

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We are implementing Salesforce Health Cloud and have encountered a limitation with the Clinical Service Request object (ClinicalServiceRequest).

The object does not appear to be supported as a triggering object for:

  •  Record-triggered flows 
  •  Automation event-triggered flows 

Our requirement is to execute automation when a Clinical Service Request is created or updated. The lack of native Flow support is blocking the intended workflow design. 

 

Approaches considered

We have considered:

  •  Publishing a custom Platform Event 
  •  Using an Apex trigger to initiate the automation 
  •  Updating an intermediary custom object that is supported by the automation event 

These options introduce additional code, monitoring, deployment, idempotency, and support requirements for functionality that we expected to be available declaratively. 

 

Questions

  1.  Is the lack of Flow trigger support for ClinicalServiceRequest in SFMC a known product limitation? 
  2.  Is there a supported configuration or Health Cloud event framework that enables automation when these records are created or updated? 
  3.  Is there a recommended declarative workaround that avoids Apex or a custom Platform Event? 
  4.  Is support for health cloud objects in SFMC advance flows on the Salesforce Health Cloud roadmap? 

Thanks in advance.

1 answer
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Hi All,    I am trying to look into a matter where I am having issues parsing PDFs which change physician to physician and my Salesforce org needs to parse the data from the PDF and insert the data into records.    Right now we have a challenge to everytime a new drug is introduced the pdf changes and takes our development team lot of effort to configure the system to be able to parse the pdf successfully    As well, sometimes these PDFs are password protected, which is another challenge for Salesforce.    Have any of you solutioned a requirement like this or have suggestions how to have an optimized solution for scenarios like this  

 

@* Salesforce Health Cloud * 

2 answers
  1. Aug 10, 9:30 PM

    Hey @Paromita Banerjee,

    This is one of the most common use-cases that CloudFiles Doc AI solves, so worth a look. We've built this exact pattern for several customers now. 

     

    The reason a new drug costs your team so much effort is that template based parsing is tied to the layout, so every new format is a new configuration and the work never stops growing. Doc AI is prompt based instead. You ask the document a question in plain English, like "what is the prescribed dosage", and it does not matter where on the page the answer sits or that this physician's form looks nothing like the last one. New layouts mostly cost nothing, and a genuinely new field is a prompt an admin adds rather than a dev cycle.

    It plugs straight into Salesforce Flows, so for most extractions the values land on your records with no custom code in the middle. 

     

    As you might have guessed, I work at CloudFiles. Happy to answer questions or point you at my team here who can go deeper on the medical document side. 

     

    AppExchange URL in case you missed it above:

    See you soon!

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I am getting the error "Service Territories could not be fetched because: This feature is not currently enabled for this user" while using the App Advanced Therapy Management in Trailhead Playground. Can any one please help with it? 

 

 

Getting error

 

 

 

#Trailhead Challenges  #Salesforce Developer  #Salesforce Health Cloud

3 answers
  1. Aug 5, 10:43 AM

    Hi @Jithin C This error usually means the required Field Service features or permissions haven't been enabled in your Trailhead Playground. Verify that Field Service, Service Territories, and the required permission sets for the Advanced Therapy Management app have been assigned to your user. If you're using the correct Playground and everything is configured as instructed, this is likely an org provisioning issue with the Trailhead environment. In that case, try creating a new Trailhead Playground, complete the module setup again, or wait for the backend setup to finish before retrying.

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Hi Health Cloud / OmniStudio community,

 

We are replacing a legacy Health Check solution with Salesforce Health Cloud Discovery Framework Assessments.

 

The target model must support many forms, many assessment questions, and multiple languages.

 

Context

 

Health Cloud Assessments use Discovery Framework and OmniStudio to build assessment forms. The assessment forms are created with OmniScript / OmniStudio and surfaced through the Assessment component.

 

Salesforce documentation for multi-language OmniScripts describes the out-of-the-box translation approach using Custom Labels. The OmniScript custom label reference also shows that many element properties, including labels, help/error text, and select/radio/multiselect option values, rely on custom labels for translation.

 

In our first implemented form, the translation setup already generated approximately 250 Custom Labels. Since Salesforce Custom Labels are limited per org (5000), this does not appear scalable for additional forms, questions, response values, and languages.

 

What we evaluated

 

Salesforce has suggested Custom Metadata Types as a more scalable translation-management option.

 

However, in our testing, Discovery Framework assessment rendering does not resolve translated text dynamically from Custom Metadata Types at runtime (this is also documented as a limitation). In other words, we have not found a supported way to keep one assessment form and dynamically inject all question text, help text, and response values from CMDT based on selected language.

 

Resulting design decision

 

Because of this, we are currently moving toward a governed **one-form-per-language** model:

 

- one Discovery Framework assessment form per language

- questions authored directly in the local language

- local AssessmentQuestion / AssessmentQuestionVersion records per language

- a global parent/anchor question identity for reporting

- normalized answer identifiers for cross-language reporting

 

This avoids Custom Label exhaustion and keeps the runtime compatible with Discovery Framework, but it increases governance and deployment overhead.

 

Question to the community

 

Has anyone implemented large-scale multilingual Health Cloud Discovery Framework Assessments?

 

If yes:

 

1. Did you use OmniStudio multi-language Custom Labels, or did you also move to one form per language?

2. Has anyone successfully used Custom Metadata Types or another translation store at runtime inside Discovery Framework assessments?

3. How do you manage translated question text, help text, and picklist/radio/multiselect response values at scale?

4. How do you keep global reporting consistent across translated assessment forms?

5. Are there any Salesforce-supported patterns we should consider before finalizing the one-form-per-language approach?

 

Any experience, lessons learned, or recommended architecture patterns would be appreciated.

3 answers
  1. Jul 24, 8:18 AM

    Hi all, 

     

    A quick update on this, as we have since found a better approach.

    Salesforce now documents a Discovery Framework-specific option for this: Multi-Language Data Translation for Discovery Framework. This is enabled from Setup under Discovery Framework settings:

    https://help.salesforce.com/s/articleView?id=ind.discovery_framework_turn_on_multi_language_data_translation.htm&type=5

     

    The broader documentation is here:

    https://help.salesforce.com/s/articleView?id=ind.discovery_framework_data_translation.htm&type=5

     

    This appears to be a relatively new and/or recently documented area, and it was not obvious from the earlier OmniStudio multilingual documentation. Which is why we were originally moving toward a one-form-per-language design. 

     

    After enabling and testing this, we validated that Discovery Framework can support multilingual assessments without the use of Custom Labels for Assessment Questions.

     

    The key translation object is:

    AssessmentQuestionVersionDataTranslation

    Translations are linked to the Assessment Question Version by:

    AssessmentQuestionVersionDataTranslation.ParentId = AssessmentQuestionVersion.Id

    The translation child record uses Salesforce language codes, for example:

    German = de 

    French = fr 

     

    We used API v67 during validation. 

     

    For the Assessment / Summary API context, our testing showed that c__LanguageCode must use the full language name, for example:

    c__LanguageCode = German 

     c__LanguageCode = Japanese

     

    I have not found it clearly described in the Summary API documentation:

    https://developer.salesforce.com/docs/atlas.en-us.industries_reference.meta/industries_reference/actions_obj_get_assessment_response_summary.htm

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Hi 

 

I am getting started with Lifescience cloud. 

I know it is divided into patient, clinical and customer engagement. 

I would like understand how patient engagement works in Lifescience cloud. 

Benefits verification, Care program management,financial assistance management is in health cloud. 

But how does it is unique in Life science. Why do we need to go to life science cloud 

 

Also Could someone share some documents how patient service works in Lifescience which is not in health cloud  

 

Thanks in advance  

 

#Salesforce Health Cloud

1 answer
  1. Jun 29, 7:52 PM

    Great question, Sanjana — this distinction trips up a lot of people.

    The short answer: Health Cloud is built for care delivery organizations (hospitals, clinics, payers). Life Science Cloud is built for manufacturers — pharma, biotech, and medtech companies. They share a foundation, but the patient journey looks completely different depending on which side you're on.

    Why the same features exist in both but aren't the same

    Benefits verification, care program enrollment, and financial assistance do exist in Health Cloud — but they're modeled for a care team coordinating a patient's overall health. In Life Science Cloud, those same concepts are redesigned for a manufacturer running a Patient Support Program (PSP) on behalf of a specific drug or therapy. The manufacturer isn't the patient's doctor — they're a company helping patients access and stay on their treatment.

    What's unique to Life Science Cloud Patient Services

    • Copay assistance and Patient Assistance Programs (PAPs) — manufacturer-funded programs (free drug, co-pay cards, foundation referrals) with their own enrollment and fulfillment workflows
    • Prior authorization management scoped to a specific therapy — tracking PA status, appeals, and resubmissions for one drug
    • Hub services coordination — the specialty pharmacy / hub model that exists in rare disease and specialty pharma doesn't exist in standard Health Cloud
    • REMS program support — Risk Evaluation and Mitigation Strategies are a regulatory requirement unique to certain drugs; LSC has objects and workflows to manage patient enrollment in REMS programs
    • Therapy-specific adherence programs — structured outreach tied to a medication, not general care management
    • Intelligent Document Automation — processing enrollment forms, prescription forms, and prior auth documents at scale

    The framing that makes it click

    In Health Cloud, the Care Program is centered on the patient's health. In Life Science Cloud, the Care Program is centered on the therapy — it's a manufacturer-sponsored support structure that exists only for patients on that specific product.

    Resources to dig into

    • Trailhead: Life Sciences Cloud Basics module
    • Salesforce Help: Patient Services in Life Sciences Cloud (search "Patient Services" in Salesforce Help filtered to Life Sciences Cloud)
    • The Life Sciences Cloud data model documentation — looking at how Patient, Enrollment, Financial Assistance, and Prior Authorization objects relate is the fastest way to see what's different from Health Cloud equivalents

    Hope that helps frame where to start!

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Hello Trailblazers,

I'm currently trying to learn Salesforce Health Cloud, but I'm finding it challenging to get enough hands-on practice.

While Trailhead provides a good introduction, I haven't been able to find comprehensive learning resources that cover Health Cloud in depth. There are only a few YouTube videos available, and the official documentation is quite fragmented, making it difficult to understand real-world implementation and gain practical experience.

Could anyone please recommend:

  •  Hands-on practice resources or sample projects for Health Cloud 
  •  Comprehensive tutorials, courses, or YouTube channels 
  •  Good documentation, blogs, or GitHub repositories 
  •  Any tips on how to gain practical experience with Health Cloud features and data model 

I'd really appreciate any guidance or resources that helped you learn Health Cloud effectively.

Thank you in advance for your support! 

 

#Salesforce Health Cloud

2 answers
  1. Jun 22, 7:41 AM

    Hi Khushi, 

     

    Having worked on a few Health Cloud implementations, my advice is to start with the data model

    first and understand the use case,  everything else builds on it. 

     

    Key areas to focus on:

    • Patients (Person Accounts / Patient 360)
    • HCPs & Care Teams (Healthcare Providers -> Doctor , Nurse, Facilities -> Hospital, Clinics)
    • Clinical Data (Encounters, Conditions, Medications, Medication Requests)
    • Care Programs & Care Plans
    • Caregivers & Care Team Members
    • Adverse Events (especially if you're working in Life Sciences / Patient Services)

    Best starting resources:

    For hands-on learning, try mapping out this patient journey end-to-end:

    Patient → Caregiver → HCP → Clinical Encounter → Care Program → Adverse Event

    This single exercise will clarify how this work and how all the objects connect better than any documentation did for me.

    Happy to answer any specific questions if you get stuck. Feel free to reach out🙂

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Hi everyone!  

 

I'm a Salesforce fresher with ~10 months of experience,

hands-on project experience in Agentforce, and a POC background. I currently hold the Salesforce Administrator and Agentforce Specialist certifications

, and I'm looking to transition into the Data Cloud domain, or other relevant Salesforce domain. 

 

I'd love your guidance on two things: 

1.

**Which Data Cloud/Salesforce certifications**

are most valuable for career growth at this stage? 

2.

**Structured learning resources**

beyond Trailhead (courses, YouTube channels, blogs, etc.) to prepare for them effectively? 

 

Any advice from those who've made a similar switch would be greatly appreciated.  

Thanks in advance!  

 

#Data Cloud  #Salesforce Health Cloud  #Sales Cloud  #Salesforce Developer  #Salesforce  #Job Postings  #Open Jobs  #Jobopportunities  #Jobs

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Do you have any documentation about the Hospitality Cloud? Honestly, it's the first time I've heard of it, and I'm amazed. I'd like to know what it can do and how it can be integrated; basically, I want to know everything.    

4 answers
  1. Divs Chauhan (kcloud) Forum Ambassador
    Jun 5, 4:50 AM
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