#Financial Services Cloud21 人正在讨论

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

Hi Martin - the activity composer options (the tabs you 'submit directly' from in the timeline) don't come from the Activity Timeline component itself - they come from the page layout's 'Salesforce Mobile and Lightning Experience Actions' for that object. So your 'Compliance Task' option shows on the Financial Account page because a custom quick action (a Create-a-Record > Task action defaulted to the Compliance Task record type) sits in that object's page-layout actions, and it's simply missing from the other objects' layouts. 

To get it on the other pages: 

1. Find the action: Setup > Object Manager > Financial Account > Page Layouts > (the layout you use) > 'Salesforce Mobile and Lightning Experience Actions' - locate the Compliance Task action and note whether it's a Global action or a Financial-Account-specific one. 

2. If it's a global quick action: add it to the 'Salesforce Mobile and Lightning Experience Actions' section on the Account page layouts too - and remember Person, Household, and Institution are Account record types in FSC, so add it to each Account layout those record types use (check Page Layout Assignment). 

3. If it's an object-specific action on Financial Account: you can't reuse it on Account, so create an equivalent object-specific quick action on Account (New > Create a Record > Task, then default the record type to Compliance Task) and add that to those layouts. 

4. Confirm the Compliance Task record type is assigned to the relevant profiles - it clearly is where it works, but worth checking for the profiles hitting the other pages. 

The mental model: the composer follows each object's page layout, and each object (and record type) can use a different layout - that's why it appears on one and not the others. Add the action to those layouts and it'll show everywhere. 

Hope that sorts it!

HI @Martin Dahlquist If the standard rollup settings are already enabled, no additional Flow is normally required. Activity rollups only work when the task is related through the expected relationship (for ex : the Related To (WhatId) points to the Financial Account and the Financial Account is correctly linked to the Person Account and Household). If tasks are being created in bulk through automation or an integration, verify that the WhatId and related records are populated correctly. If everything is configured correctly and the rollup still doesn't occur, it may be a limitation of how the tasks are being created or a product-specific issue worth checking in the debug logs or with Salesforce Support.

Hello,

There doesn't appear to be a standard or packaged field for these purposes.

However the Task Object does have a relationship to the Action Plan Item Object.

When a Task is created as a result of a Item a Record in this Object is created and the Task is stored in the ItemId field.

Therefore using a Record Triggered Flow on Task Creation (or something similar) you could search for a matching Action Plan Item. If one is found you can then take the necessary action for example checkbox = TRUE.

Thanks, Tom