Skip to main content
Join the Agentforce Hackathon on Nov. 18-19 to compete for a $20,000 Grand Prize. Sign up now. Terms apply.

See What’s New with Health and Financial Services

Learning Objectives

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

  • Describe the new home health features in Health Cloud.
  • Explain how Health Cloud can now process referrals faster.
  • Define how you can accelerate healthcare interoperability with clicks, not code.
  • Describe how Financial Services enables more personalized service.
  • Talk about how you can streamline dispute management.

Home Health Enhancements

Health Cloud

Deliver connected health in the home with new slot broadcasting, intelligent medication management, and a self-service patient portal.

Broadcast Slot page

Learn more about Home Health Enhancements.

Provider Relationship and Network Management Enhancements

Health Cloud

Process referrals faster with automated intake, guided flows, and fax-conversion. Simplify provider searches with filters for conditions, services, and geographic location.

Example Provider Search with filters

Learn more about Provider Relationship and Network Management Enhancements.

Advanced Therapy Management Enhancements

Health Cloud

Use e-signatures to maintain FDA compliance with a digital trail of custody.

New Collection Bag details screen with verifier’s signature fields

Learn more about Advanced Therapy Management Enhancements.

Interoperability Enhancements

Health Cloud

Accelerate healthcare interoperability with clicks, not code. Use real-time APIs for EMRs, embedded analytics, and bulk data ingestion to simplify integration.

Integrations Setup screen with MuleSoft Instance and Available Assets

Personalized Financial Engagement

Financial Services

Unify terabytes of customer data across legacy and third-party systems into a single view. Ignite your personalization strategy at scale by using out-of-the-box calculated insights to create targeted segments and improve employee efficiency.

Calculated insights for example account in Wealth Management

Learn more about Personalized Financial Engagement.

Automation Templates Enhancements

Financial Services

Deliver self-service embedded into your digital banking solutions, move faster with an expanded library of prebuilt service process templates, and streamline transaction disputes with a dedicated data model and smart intake capabilities.

Prebuilt process templates

Transaction Dispute Management Enhancements

Financial Services

Streamline complex dispute processes to drive faster resolution. Generate personalized email communications drafts using prompts based on relevant customer data. Eliminate the inefficiencies of switching between systems and reduce operational costs.

Transaction Dispute page showing merchant information, transaction details, and dispute steps

Actionable Segmentation Enhancements

Financial Services

Build more advanced lists with Data Cloud and AI-driven Propensity Scores. Drive business outcomes with new actions like adding list members to a Sales Cadence.

Q1 Top Leads segmented list with account details

Learn more about Actionable Segmentation Enhancements.

在 Salesforce 帮助中分享 Trailhead 反馈

我们很想听听您使用 Trailhead 的经验——您现在可以随时从 Salesforce 帮助网站访问新的反馈表单。

了解更多 继续分享反馈