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Dorian Sabitov
Dorian Sabitov

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Salesforce Health Cloud Implementation Guide


Did you know such interesting facts, based on the Salesforce “Connected Patient” report?

  • 62% of patients ar open to virtual doctors visits, obviously if such cases are not urgent,
  • 33% of them thought that their doctor would not recognize them walking on the street,
  • 61% assume that post-discharge care would improve with better communication.

To achieve success, it’s essential for the healthcare industry to transition from primarily managing medical records to prioritizing patient relationships. This shift represents a straightforward strategy for enhancing patient satisfaction, providing superior patient care, minimizing unnecessary expenses, and improving overall outcomes. However, healthcare providers currently face significant challenges due to outdated legacy systems, making it difficult to adopt a more personalized, intelligent, and patient-centric approach to healthcare.


Salesforce offers solutions for different Industries, the latest Salesforce Education Cloud Implementation is all about Salesforce and Education Sectors, and how to benefit from this cooperation.

Salesforce’s Health Cloud is transforming the landscape of healthcare delivery, offering an industry-specific solution that caters to the unique demands of healthcare providers, insurers, medical device companies, and pharmaceutical manufacturers. At its core, Health Cloud leverages the robust framework of Salesforce’s CRM platform, enriching it with advanced features meticulously designed for the healthcare sector.

This innovative platform is at the forefront of personalized and interconnected care experiences, making it a vital asset for healthcare organizations aiming to revolutionize their operations. Health Cloud’s main objective is to simplify and improve the healthcare ecosystem, focusing on seamless patient engagement and effective care coordination. By doing so, it empowers healthcare entities to not only meet but exceed the expectations of their patients and stakeholders, paving the way for a more efficient, patient-centered approach to healthcare.

In this article we will overview the following topics:

Salesforce Health Cloud Implementation Guide

Salesforce Health Cloud Overview

The initial step towards integrating Health Cloud into your organization begins with understanding its capabilities. Since its launch in 2016, Salesforce Health Cloud has significantly evolved, adapting to the intricate and diverse needs of the healthcare industry.

Today, Salesforce introduces Customer 360 for Health, its newest AI-driven healthcare solution, marking another stride forward in fostering empathetic care, building patient trust, and enhancing team collaboration. This innovation underscores Salesforce’s commitment to improving healthcare experiences through technology. Here’s a closer look at the updated Salesforce Healthcare benefits and features that make Salesforce Health Cloud a game-changer in healthcare:

  • Enhanced Personalized Patient Engagement: Health Cloud’s patient engagement tools are designed to treat patients as individuals with unique health needs and preferences. It allows for customized communication and care plans, which significantly improves patient satisfaction and loyalty. The platform enables providers to engage with patients across multiple channels, ensuring consistent and personalized interactions.
  • Streamlined Care Coordination: The platform offers unparalleled care coordination features, allowing healthcare teams to collaborate effectively, regardless of their location. Real-time access to patient records and treatment plans ensures that the entire care team is aligned, facilitating timely interventions and reducing the risk of medical errors.
  • 360-Degree View of Patient Health: Health Cloud provides a complete overview of a patient’s health journey, integrating data from electronic health records (EHRs), wearable devices, and other healthcare systems. This comprehensive view supports healthcare providers in making more informed decisions, tailoring treatments to individual patient needs, and tracking progress over time.
  • Robust Data Security and Compliance: Recognizing the importance of data security in healthcare, Health Cloud adheres to stringent security standards, including HIPAA compliance. It ensures the confidentiality, integrity, and availability of patient data through advanced security protocols and encryption methods.
  • Seamless Integration and Interoperability: The ability to integrate with a wide range of health systems and applications is a key feature of Health Cloud. This interoperability simplifies data exchange between EHRs, medical devices, and the platform, enhancing the accuracy of patient records and facilitating a unified approach to patient care.
  • Advanced Analytics and AI: Leveraging Salesforce’s AI technology, Einstein Analytics, Health Cloud offers predictive insights into patient health trends, risk assessment, and care outcomes. These analytics tools support proactive health management, helping providers to anticipate patient needs and offer preventive care solutions.
  • Mobile and Remote Access: Health Cloud’s mobile-friendly design ensures that healthcare professionals have access to critical patient information anytime, anywhere. This flexibility is crucial for delivering high-quality care in remote areas or in situations where providers need to make quick, informed decisions outside of traditional clinical settings.

Salesforce Health Cloud is not just a technological solution; it’s a catalyst for transforming healthcare delivery into a more connected, efficient, and patient-focused service. By embracing this platform, healthcare organizations can overcome the limitations of legacy systems and pave the way for a future where technology and healthcare go hand in hand in improving patient outcomes.

HIPAA Compliance in Salesforce Health Cloud

In the healthcare industry, protecting patient information is not just a best practice; it’s a legal requirement. The Health Insurance Portability and Accountability Act (HIPAA) sets the standard for sensitive patient data protection. Salesforce Health Cloud acknowledges the paramount importance of compliance with these regulations, offering a secure environment that respects patient confidentiality while facilitating high-quality care.

Understanding HIPAA Compliance: HIPAA compliance involves adhering to stringent rules designed to safeguard patient health information (PHI). This includes implementing physical, network, and process security measures to ensure that patient data is handled with the utmost care and confidentiality.

Salesforce Health Cloud Security: Salesforce Health Cloud is built on a platform that prioritizes data security and privacy. It employs robust security measures, including encryption, audit trails, and access controls, to protect patient information. By complying with HIPAA regulations, Health Cloud ensures that healthcare organizations can manage PHI securely, reducing the risk of data breaches and enhancing patient trust.

Features Supporting HIPAA Compliance:

  • Data Encryption: Health Cloud encrypts data both at rest and in transit, ensuring that sensitive information is always protected.
  • Audit Trails: The platform maintains detailed logs of data access and changes, allowing for comprehensive oversight and the ability to track compliance.
  • Access Controls: Health Cloud provides granular access controls, ensuring that only authorized personnel can access patient information, based on their role and the minimum necessary standard.

Benefits of HIPAA Compliance in Health Cloud:

  • Builds Patient Trust: Knowing that their data is handled in a secure and compliant manner increases patient confidence in healthcare providers.
  • Mitigates Risk: Compliance with HIPAA reduces the risk of costly data breaches and the associated penalties.
  • Facilitates Compliance: Health Cloud’s built-in compliance features make it easier for healthcare organizations to adhere to HIPAA regulations without extensive additional investment in security infrastructure.

Salesforce Health Cloud’s adherence to HIPAA compliance standards is a testament to its commitment to securing patient data. This compliance not only protects healthcare organizations from legal and financial repercussions but also plays a crucial role in building a trustworthy relationship between patients and providers. By leveraging Health Cloud, healthcare entities can ensure they are meeting the rigorous demands of HIPAA while providing safe, efficient, and patient-centered care.

Who in Healthcare & Life Sciences Benefits With Salesforce?

Heathcare Sectors that Benefit from Salesforce

Salesforce Health Cloud offers a versatile and powerful solution tailored to meet the diverse needs of various institutions within the healthcare sector. By harnessing the capabilities of Health Cloud, these organizations can deliver more personalized, efficient, and intelligent healthcare experiences. Let’s delve into how specific sectors benefit from implementing Salesforce Health Cloud:

  • Healthcare Providers: Salesforce Health Cloud empowers healthcare providers to offer more intelligent patient experiences, enhancing care access and fostering trust. Through the platform, providers can streamline patient interactions, from appointment scheduling to follow-up care, ensuring each patient feels valued and understood. The ability to personalize care and communicate effectively helps in building long-lasting relationships with patients.
  • Healthcare Payers: For insurance companies and other payers, Health Cloud automates workflows, enabling the delivery of personalized member experiences at scale. By automating routine tasks, payers can focus on creating member-centric health plans and Salesforce Heathcare services, thus improving member satisfaction and loyalty. The platform facilitates a more holistic view of members, allowing for tailored health programs and efficient service delivery.
  • Pharmaceutical Companies: In the fast-paced pharmaceutical industry, Health Cloud accelerates the product lifecycle through automation and smarter experiences. From research and development to marketing and sales, the platform streamlines processes, making it easier to bring new drugs to market. It also enhances engagement with healthcare professionals and patients, providing insights that can inform future innovations.
  • Medical Technology (MedTech) Firms: MedTech companies benefit from Health Cloud’s ability to automate commercial processes and offer customer-focused solutions. The platform supports MedTech firms in managing relationships with healthcare providers and patients, ensuring that devices and technologies meet their needs effectively. This leads to improved product adoption and customer satisfaction.
  • Public Sector Health Organizations: For government agencies and public health organizations, Health Cloud optimizes health services through integrated programs and real-time data management. It enables these entities to manage public health initiatives efficiently, track health trends, and respond to emergencies promptly. The platform’s data analytics capabilities provide valuable insights for policy development and program improvement.

By adopting Salesforce Health Cloud, these healthcare institutions can overcome traditional barriers to care delivery and administration. The platform’s comprehensive tools and features support a more connected, intelligent, and patient-centered approach to healthcare, ultimately leading to improved outcomes and satisfaction across the sector.

Cost of Salesforce Health Cloud and Implementation Expenses

Salesforce Heath Cloud Implementation Cost

Implementing Salesforce Health Cloud is a strategic move towards fostering healthier relationships with patients through a customer-first health platform. The Salesforce Health Cloud pricing structure is designed to cater to various organizational needs, from basic CRM functionalities to advanced integrations and AI capabilities.

Health Cloud Pricing Tiers

Here’s a closer look at the Health Cloud pricing tiers and what each offers:

  • Enterprise: This tier is the foundation for healthcare and life sciences organizations seeking out-of-the-box CRM capabilities. Priced at $325 USD per user per month (billed annually), it provides a robust platform for managing patient relationships, coordinating care, and streamlining operations.
  • Unlimited: For organizations requiring unlimited CRM power and support, the Unlimited tier offers an enhanced suite of features tailored to healthcare and life sciences. At $500 USD per user per month (billed annually), it includes everything in the Enterprise package, plus additional capabilities for more complex needs.
  • Unlimited+ for Service: This premium tier includes everything from the Unlimited edition, plus advanced features like Einstein AI, Data Cloud, Slack integration, and more. Aimed at organizations looking for the utmost in functionality and support, it is priced at $700 USD per user per month (billed annually). This tier is ideal for those seeking to leverage cutting-edge technology to elevate patient care and operational efficiency.

Additional Implementation Expenses

Beyond the subscription costs, implementing Salesforce Health Cloud involves several additional expenses:

  • Salesforce Health Cloud Consulting and Customization: Tailoring the platform to your organization’s specific needs may require external consultants or developers. The cost varies based on the scope of customization and integration with existing systems.
  • Data Migration: Securely transferring existing patient records and data into Health Cloud is critical. The complexity and volume of the data can affect the cost, which includes labor and potentially specialized tools.
  • Training and Support: Ensuring your team is proficient in using Health Cloud is key to leveraging its full potential. Investing in training and ongoing support services is essential for successful adoption.
  • Maintenance and Updates: While Salesforce regularly updates Health Cloud with new features and security enhancements, maintaining the system and adapting to updates may require ongoing support.

To estimate the total cost of implementing Salesforce Health Cloud, consider the subscription tier that best fits your organization’s size and needs, along with the additional expenses for customization, data migration, training, and ongoing support. Planning for these costs will help ensure a smooth implementation process and maximize the return on your investment in enhancing patient care and operational efficiency.

Implementation Steps for Salesforce Health Cloud

Salesforce Health Cloud Implementation Steps

Implementing Salesforce Health Cloud is a multi-step process that requires careful planning and execution to ensure success. Here is a step-by-step guide to help your organization smoothly transition to this powerful healthcare platform:

  1. Define Your Objectives: Start by clearly defining what you aim to achieve with Health Cloud. Whether it’s improving patient engagement, streamlining care coordination, or enhancing data security, having clear objectives will guide your implementation strategy.
  2. Create a Team** :** Form a dedicated team comprising members from IT, clinical, administrative, and any other relevant departments. Ensure the team includes project managers, certified Salesforce administrator, and, if possible, a Salesforce-certified Health Cloud consultant.
  3. Review and Plan Data Migration: Assess your current data structure and plan how to migrate it to Health Cloud. This involves identifying which data needs to be moved, mapping out how it will fit into the new system, and determining any data cleansing or transformation that may be required.
  4. Customize and Configure Health Cloud: Tailor Health Cloud to meet your specific needs. This might include configuring patient management workflows, setting up security and compliance measures, and customizing dashboards and reports. Utilize Salesforce’s extensive customization options to ensure the platform aligns with your operational workflows.
  5. Integrate with Existing Systems: Health Cloud should work seamlessly with your existing electronic health records (EHR) system, billing software, and any other critical healthcare applications. Plan and execute integrations to ensure data flows smoothly between systems, enhancing efficiency and reducing manual data entry.
  6. Conduct Training and Change Management: Develop a comprehensive training program for all Health Cloud users, focusing on how to use the system effectively in their specific roles. Address change management by preparing staff for the transition and supporting them through the process to ensure buy-in and adoption.
  7. Perform Testing: Before going live, conduct thorough testing of Health Cloud, including data migration accuracy, user acceptance testing, and integration functionality. This step is crucial to identify and resolve any issues that could impact performance or user experience.
  8. Go Live: After testing, you’re ready to launch Health Cloud within your organization. Plan a phased rollout or go live all at once, depending on your organization’s size and complexity.
  9. Monitor and Optimize: Once Health Cloud is operational, continuously monitor its performance and user feedback. Use these insights to make necessary adjustments and optimizations to workflows, features, and training to ensure you’re maximizing the platform’s benefits.
  10. Continuous Improvement: Healthcare CRM Salesforce is an ever-evolving field, and so are your organization’s needs. Regularly review how Health Cloud is serving your objectives and look for opportunities to leverage new features or integrations that could enhance your operations and patient care.

Implementing Salesforce Health Cloud is a significant undertaking, but by following these steps, your organization can set the stage for a successful transition. This process not only enhances your technological capabilities but also positions you to deliver higher quality care and improved patient experiences.

Navigating Common Challenges and Potential Issues

Implementing Salesforce Health Cloud is a transformative endeavor that can significantly enhance patient care and operational efficiency. However, organizations might encounter several challenges throughout this process. Understanding and preparing for these issues is crucial for a smooth transition and successful implementation.

Common Health Cloud Implementation Challenges

  • Transitioning from Old Systems to Health Cloud: Many organizations fall into the trap of trying to replicate their old systems within Health Cloud, missing the opportunity to refine and improve upon existing processes. It’s vital to leverage Health Cloud’s innovative features to address previous limitations and embrace the platform’s capabilities to enhance patient and provider experiences.
  • Undefined Long-Term Strategy for Health Cloud Use: Without a clear vision for the future, organizations may not fully leverage Health Cloud’s data collection and utilization capabilities. It’s important to consider how the platform can be scaled and expanded to accommodate future needs, such as integrating physician outreach or adding new user groups and functionalities.
  • Overlooking the Importance of Change Management: The lack of a robust change management plan can lead to resistance, confusion, and low adoption rates among users. Effective change management is essential for guiding your organization through the transition, ensuring stakeholders understand the benefits and are supported throughout the process.
  • Insufficient Planning for Post-Deployment Maintenance: Salesforce Health Cloud requires ongoing attention and maintenance to stay current and effective. Organizations need to plan for the resources and processes required for continuous updates, cleaning, and adaptation to new use cases, ensuring the platform remains a valuable tool for the long term.
  • The Risks of Over-Customization: While Salesforce Health Cloud offers extensive customization options, over-customizing can complicate the system, making it fragile and difficult to manage. Aim to utilize out-of-the-box features as much as possible, reserving custom development for essential functionalities. This approach minimizes technical debt and ensures smoother updates and maintenance.

Potential Issues During Implementation

  • Data Migration Complexities: Migrating existing data to Health Cloud can be challenging. Ensuring data integrity and compatibility requires detailed planning and execution, including data cleaning and mapping.
  • User Adoption Resistance: Users accustomed to previous systems may resist the new platform. Addressing this involves comprehensive training and clear communication about Health Cloud’s benefits.
  • Integration with Existing Systems: Seamlessly integrating Health Cloud with other Salesforce healthcare apps is crucial. This requires careful planning and testing to ensure data flows smoothly between systems.
  • Customization and Configuration Efforts: Tailoring Health Cloud to meet specific organizational needs can demand significant customization and configuration, necessitating clear requirements definition and skilled Salesforce consultants.
  • Compliance and Security Maintenance: Maintaining data security and regulatory compliance within Health Cloud is paramount. Utilizing the platform’s built-in security features and staying updated on compliance requirements are key to protecting patient information.

By addressing these common challenges and potential issues with thorough planning, strategic vision, and effective change management, organizations can fully harness the power of Salesforce CRM for Healthcare to transform healthcare delivery and enhance patient outcomes.

How to Select the Right Salesforce Health Cloud Implementation Partner

Salesforce Heath Cloud Implementation Partner Selection

How to hire Salesforce Health Cloud consulting company for implementing Salesforce Health Cloud is critically important in transforming your healthcare organization’s digital landscape. The right partner and salesforce health cloud implementation services can smooth the transition and leverage Health Cloud’s capabilities to improve patient care and operational efficiency. Consider the following factors to ensure you choose the ideal implementation service:

  • Specialization in Salesforce with Relevant Certifications: Prioritize Salesforce Health Cloud Implementation partners with extensive experience and Health Cloud Salesforce certification. Salesforce Health Cloud certification indicates a high level of expertise and a commitment to mastering the platform, which is essential when you are selecting Salesforce Health Cloud partners.
  • Experience in the Healthcare Sector: It’s essential that your implementation partner understands the healthcare industry’s unique challenges and regulatory environment. Salesforce Healthcare partners with healthcare project experience will be more adept at tailoring Salesforce Healthcare solutions to meet your specific needs and compliance standards.
  • A Methodical Approach to Implementation: Ensure your partner follows a structured methodology for project management, data migration, customization, and training. This structured approach is crucial for the successful execution of complex projects.
  • Track Record of Success: Request case studies or references from similar Salesforce CRM healthcare implementations. Success stories offer valuable insights into the partner’s ability to deliver positive outcomes and navigate project challenges.
  • Commitment to Ongoing Support: The relationship with your implementation partner shouldn’t end at go-live. Continuous support is vital for addressing future challenges and updates. Make sure the partner offers comprehensive post-launch support.
  • Expertise in Integration: Your partner should have a proven ability to integrate Health Cloud with existing systems seamlessly. Effective integration is key to ensuring smooth operations and data consistency across platforms.
  • Focus on Change Management and User Training: Transitioning to a new system requires effective change management to ensure user adoption. Choose a partner that provides strong training and change management support to facilitate a smooth transition.
  • Scalability for Future Needs: Discuss how the partner can support your organization’s growth and evolving needs over time. Your partner should help scale Health Cloud’s functionalities as your requirements develop.
  • A Good Cultural Match: The working relationship with your implementation partner is crucial. Look for a partner whose values align with yours and who is committed to a collaborative partnership.
  • Clear and Transparent Pricing: Clarity on costs is essential. Ensure the partner offers transparent pricing to avoid unexpected expenses, aligning the project with your budgetary constraints.

Selecting the right Salesforce Health Cloud implementation partner involves evaluating their expertise, experience, and approach to ensure they align with your organization’s needs and goals. By considering these factors, you can establish a successful partnership that maximizes the benefits of Health Cloud for your healthcare organization.

Essential Team Setup for Salesforce Health Cloud Implementation

Implementing Salesforce Health Cloud successfully requires a dedicated and skilled team. The right mix of roles ensures that all aspects of the implementation, from technical configuration to user training, are covered comprehensively. Here’s an overview of the essential team setup for a successful Health Cloud implementation:

Project Manager (PM):

Role: Oversees the entire implementation process, ensuring that the project stays on track, within budget, and aligns with the organization’s goals.

Responsibilities: Managing timelines, resources, stakeholder communication, and risk mitigation.

Salesforce Health Cloud Consultant:

Role: Provides expertise in Health Cloud capabilities, best practices, and how to align the platform with healthcare workflows.

Responsibilities: Salesforce Health Cloud accredited professional guide the customization of Health Cloud, advising on best practices, and ensuring the solution meets healthcare standards and regulations.

Salesforce Administrator with Health Cloud Experience:

Role: Manages the Health Cloud environment, including configuration, user setup, and maintenance.

Responsibilities: Implementing configurations, managing user roles and permissions, and ensuring data integrity.

Salesforce Health Cloud Architect:

Role: Designs the Salesforce Health Cloud architecture, ensuring that Health Cloud integrates seamlessly with other systems and meets all technical requirements.

Responsibilities: Overseeing technical design, integration strategy, and data migration planning.

Data Migration Specialist:

Role: Focuses on the safe and efficient transfer of data from existing systems to Health Cloud.

Responsibilities: Planning and executing data migration, ensuring data quality, and addressing any data compatibility issues.

Salesforce Health Cloud Developer(s):

Role: Develops and implements the integration between Health Cloud and other systems (e.g., EHRs, billing software).

Responsibilities: Writing integration code, testing integrations, and troubleshooting any issues that arise.

Change Management and Training Specialist:

Role: Ensures that the organization is prepared for the transition to Health Cloud and that users are adequately trained.

Responsibilities: Developing and executing a change management strategy, creating training materials, and conducting training sessions.

Quality Assurance (QA) Engineer:

Role: Tests the Health Cloud implementation thoroughly to identify and fix any issues before going live.

Responsibilities: Designing and executing test plans, documenting testing outcomes, and ensuring the platform meets user needs.

End Users/Subject Matter Experts (SMEs):

Role: Provide insights into the healthcare processes and user needs to guide the implementation.

Responsibilities: Offering feedback on system design, participating in testing, and acting as champions for the new system within the organization.

Support Team:

Role: Provides ongoing support post-implementation to address any user issues or system updates.

Responsibilities: Handling user inquiries, troubleshooting system issues, and applying updates or patches as needed.

Building a team with these roles ensures a well-rounded approach to implementing Salesforce Health Cloud, addressing technical, operational, and user experience aspects. This setup fosters a smooth transition to Health Cloud, enabling healthcare organizations to achieve their digital transformation goals effectively.

Popular Salesforce Apps Specific to the Healthcare Industry

Salesforce Health Cloud can be further enhanced with a variety of apps and integrations, designed to cater specifically to the needs of the healthcare industry. These additions can streamline workflows, improve patient engagement, and offer deeper insights into healthcare operations. Here’s a look at some popular Salesforce apps and integrations that are particularly beneficial for healthcare organizations:

Apps for Salesforce Healthcare & Life Sciences

Doc Notes

Doc Note Salesforce Health Cloud App

Doc Notes for AppExchange revolutionizes how medical professionals manage and respond to the myriad of requests they receive for patient records. This tool simplifies tasks ranging from filling out forms on communicable diseases to sending patient files to the new Salesforce Health Cloud provider. With its intuitive interface, healthcare workers can effortlessly track, manage, and follow up on requests, ensuring no detail is missed and patient records are accurately and promptly shared as needed. This not only streamlines administrative tasks but also enhances patient care by facilitating seamless communication between healthcare entities.


Validify Salesforce Health Cloud App

Validify offers an all-encompassing automation solution designed to streamline and alleviate the complexities of Computer System Validation (CSV) processes. This agile, cloud-based platform ensures your Salesforce environment remains compliant by performing thorough validations. By automating routine validation tasks, Validify not only reduces the workload associated with maintaining compliance but also enhances the efficiency and reliability of your Salesforce operations. This approach to CSV with Validify allows organizations to focus on their core activities while trusting in the continuous compliance and optimized performance of their Salesforce ecosystem.

For Providers


CancerNAV Salesforce Health Cloud App

CancerNAV, a specialized application designed for Salesforce Health Cloud, is engineered to guide the oncology patient population through their entire healthcare journey, from initial diagnosis to the completion of treatment. This innovative tool significantly enhances the efficiency of healthcare navigators by providing a streamlined platform for managing patient care. By facilitating a smoother, more coordinated care pathway, CancerNAV effectively reduces the time patients wait to begin treatment (TTT) and minimizes the risk of patients not receiving timely or appropriate care, often referred to as patient leakage. With its comprehensive approach, CancerNAV ensures that patients receive timely interventions, thereby improving outcomes in oncology care and supporting patients and their families during challenging times.


Skedulo Salesforce Health Cloud App

The Skedulo Deskless Productivity Cloud is specifically tailored to empower the 80% of the global workforce that operates beyond the confines of a traditional desk setting. This robust platform provides exceptional scheduling and field service management capabilities, designed to streamline the workflows of deskless professionals. By offering powerful tools for on-the-go scheduling and comprehensive field service operations, Skedulo enables organizations worldwide to enhance productivity and efficiency. To date, hundreds of leading global organizations have successfully scheduled over 35 million appointments using Skedulo, showcasing its effectiveness in optimizing the operations of deskless workers across various industries.

For Payers


CareIQ Salesforce Health Cloud App

CareIQ for Salesforce¼ Health Cloud, enriched with insights from MCG, offers a flawless integration with MCG’s evidence-based guidelines. This integration brings to the table pre-designed workflows that significantly simplify and automate both care management and utilization management processes. By consolidating these functionalities into a single, unified interface, CareIQ ensures healthcare professionals can manage patient care more efficiently and effectively, all from one comprehensive view.

Eligibility Checker

Eligibility Checker Salesforce Health Cloud App

Eligibility Checker provides immediate and secure access to over 850 health payers directly through your Salesforce platform. This tool enables you to:

  • Quickly verify eligibility and benefits for patients,
  • Secure real-time authorizations with ease.

For Medical Technologies

Seismic Enablement Cloud

Seismic Salesforce Health Cloud App

Seismic’s top-tier sales enablement platform utilizes AI to offer personalized content at scale directly within Salesforce. This solution ensures that go-to-market teams are synchronized, providing precisely the right content for every phase of the sales opportunity. By doing so, it enhances productivity and propels sales forward, ensuring teams can effectively engage and convert prospects at every step.

Enterprise Quality Management Suite by ComplianceQuest (EQMS)

ComplianceQuest Salesforce Health Cloud App

ComplianceQuest represents a cutting-edge, AI-driven Quality Management System (QMS) developed natively on the Salesforce platform, tailored for Heathcare and life sciences Salesforce companies. This innovative solution accelerates product and process innovation, reduces risk, and promotes ongoing enhancement by leveraging artificial intelligence. Its seamless integration with Salesforce ensures that firms can manage quality processes efficiently, aligning with regulatory standards while fostering innovation and improvement.

For Pharmaceuticals

Veeva CRM

VeevaCRM Salesforce Health Cloud App

Enhance your customer experience by leveraging comprehensive insights and smart engagement across all touchpoints. Veeva’s Commercial Cloud lays the groundwork for digital superiority, fueled by robust data analytics, a multichannel CRM, and advanced content management capabilities. This platform empowers you to tailor interactions with your customers, ensuring meaningful and effective communication at every stage.

Cloudbyz eClinical

CloudBYZ Salesforce Health Cloud App

A fully integrated Clinical Trial Management Solution (CTMS) developed entirely on Salesforce. This comprehensive system encompasses a wide range of functionalities, including CTMS, Study Start-Up, Clinical Trial Budget Management (CTBM), Monitoring Visit Reports (MVR), Electronic Trial Master File (eTMF), Electronic Data Capture (EDC), electronic Patient Reported Outcomes/electronic Clinical Outcome Assessments (ePRO/eCOA), electronic Consent (eConsent), along with Safety and Pharmacovigilance capabilities.

By leveraging these apps and integrations, healthcare organizations can extend the capabilities of Salesforce Health Cloud, creating a more connected, efficient, and patient-centric healthcare ecosystem. Each tool or integration adds value by addressing specific operational needs or challenges, enabling organizations to deliver high-quality care and achieve better health outcomes.

Salesforce Integrations Specific to the Healthcare Industry

Integrating Salesforce Health Cloud with other software and services can significantly enhance its functionality, offering a more comprehensive and efficient healthcare management system. These integrations facilitate seamless data exchange, improved patient care, and optimized operational workflows. Here’s a closer look at some essential Salesforce integrations tailored for the healthcare industry, each designed to address specific needs and challenges:

Electronic Health Records (EHR) Salesforce Health Cloud Integration

  • Description: Connects Health Cloud with EHR systems to provide a unified view of patient information, including medical history, treatment plans, and test results.
  • Benefits: Enhances clinical decision-making, streamlines patient data management, and improves care coordination by making comprehensive patient information readily accessible.

Payment and Billing Systems Salesforce Health Cloud Integration

  • Description: Links Health Cloud with payment processing and medical billing systems to facilitate efficient invoicing, payment collection, and financial reporting.
  • Benefits: Reduces administrative overhead, accelerates payment cycles, and improves financial visibility and analysis.

Telehealth Platforms Integration

  • Description: Integrates Health Cloud with telehealth platforms to support virtual consultations and remote patient monitoring, directly within the Salesforce environment.
  • Benefits: Expands access to care, particularly for patients in remote areas, and supports continuous patient engagement and monitoring.

Wearable Devices and Patient Monitoring Systems Integration

  • Description: Connects Health Cloud with wearable health technologies and patient monitoring systems to automatically capture and record health data.
  • Benefits: Enables real-time health monitoring, supports proactive care management, and enhances patient engagement with their health and wellness.

Healthcare Analytics and AI Integration

  • Description: Enhances Health Cloud with advanced analytics and artificial intelligence capabilities, analyzing vast amounts of data for insights into patient care, operational efficiency, and health outcomes.
  • Benefits: Facilitates data-driven decision-making, identifies trends and opportunities for improvement, and personalizes patient care strategies.

Communication and Patient Engagement Tools Integration

  • Description: Adds communication tools to Health Cloud for scheduling, reminders, patient education, and personalized outreach, fostering better patient-provider interactions.
  • Benefits: Improves patient satisfaction, increases adherence to treatment plans, and reduces no-show rates through effective and personalized communication.

Regulatory Compliance and Security Solutions Integration

  • Description: Implements additional compliance and security measures within Health Cloud to protect patient data and ensure adherence to healthcare Salesforce regulations like Salesforce Health Cloud HIPAA.
  • Benefits: Strengthens data security, mitigates risk, and builds trust with patients and stakeholders regarding data privacy and protection.

By strategically integrating these solutions with Salesforce Health Cloud, healthcare organizations can create a more interconnected, efficient, and patient-focused ecosystem. Each integration not only enhances the platform’s core capabilities but also addresses the unique challenges of healthcare delivery and management.

Success Stories: Implementing Salesforce in Healthcare

The implementation of Salesforce Health Cloud has transformed healthcare delivery for numerous organizations, leading to improved patient care, enhanced operational efficiency, and increased patient satisfaction. Here are highlights from successful implementations of Salesforce in the healthcare sector, showcasing the platform’s impact and potential:


Philips Success Story

For over a century, Philips has been at the forefront of innovation in lighting, healthcare, and consumer lifestyle sectors, significantly enhancing the quality of life for people globally. Leveraging Salesforce’s advanced CRM capabilities, Philips has achieved an unprecedented understanding of customer preferences across various markets. This deep insight allows Philips to tailor its product offerings more precisely, ensuring they align closely with the specific needs and expectations of customers in different regions. By integrating the Salesforce analytics app and customer engagement tools, Philips continues to refine its approach to market segmentation, product development, and customer service, thereby strengthening its commitment to delivering personalized solutions that resonate with and fulfill the unique needs of consumers worldwide.

Stanley Healthcare

Stanley Healthcare Success Story

Stanley Healthcare, a leader in providing visibility solutions and analytics for the healthcare sector, significantly enhances patient care and operational efficiency across 5,000 hospital and healthcare systems, as well as in over 12,000 senior living communities. By partnering with Salesforce, Stanley Healthcare has taken a giant leap towards fulfilling Salesforce Health Cloud for providers’ dual objectives of elevating patient care quality and reducing operational expenses. This collaboration has empowered Stanley Healthcare’s sales and service teams to proactively address customer issues through comprehensive 360-degree views of healthcare providers, complemented by a wide range of self-service options.

This proactive approach to customer service has yielded remarkable outcomes: customer satisfaction has soared above industry benchmarks, agent productivity has increased more than sixfold, and the rate of first-call resolution has seen a 20% uplift. These achievements underscore Stanley Healthcare’s commitment to moving closer to its customers, saving costs, and more importantly, saving lives by ensuring high-quality patient and resident care. Through its partnership with Salesforce, Stanley Healthcare demonstrates the powerful impact of leveraging advanced CRM tools to improve healthcare delivery and operational efficiencies.


Simplyhealth Success Story

Simplyhealth stands out in the healthcare industry, offering health and dental plans to over three million customers in the UK and fostering lifelong relationships. The company’s mission extends beyond providing exceptional healthcare services; it emphasizes the importance of community and philanthropy. Through its innovative SimplyMe app, Simplyhealth encourages a comprehensive approach to wellness by integrating fitness tracking and motivational notifications, promoting the development of healthy habits at no extra Salesforce Health Cloud cost to users.

However, to streamline internal operations and enhance its understanding of customers and staff, Simplyhealth recognized the need for strategic alignment across its core business units. The goal was to centralize data and standardize processes throughout the organization. By adopting Salesforce, Simplyhealth crafted a robust platform that incorporates Sales Cloud, Service Cloud, Salesforce Marketing Cloud healthcare, and Tableau. Plans are also underway to introduce a community platform using Experience Cloud. This integration has revolutionized the company’s operations, offering a complete view of the organization, transforming customer interactions, boosting operational efficiency, and empowering its workforce.

FAQs about Salesforce Health Cloud Implementation

Implementing Salesforce Health Cloud raises several questions, especially for organizations new to the platform. Here’s a concise FAQ section addressing some common queries:

How long does it typically take to implement Salesforce Health Cloud?

The implementation timeframe can vary significantly depending on the complexity of the project, ranging from a few months to over a year. Factors influencing duration include the extent of customization, the volume of data migration, and the integration with other systems.

Can Salesforce Health Cloud integrate with existing EHR systems?

Yes, Health Cloud can integrate with Electronic Health Records (EHR) systems to provide a comprehensive view of patient data. Salesforce Health Cloud EHR Integration ensures seamless data flow and access, enhancing care coordination and efficiency.

Is Salesforce Health Cloud compliant with healthcare regulations like HIPAA?

Salesforce Health Cloud is designed with security and compliance in mind, including adherence to healthcare regulations such as HIPAA in the United States. It features robust data protection measures to ensure patient information is securely managed.

What kind of support can we expect post-implementation?

Salesforce offers various support options post-implementation, including access to online resources, community forums, and customer support services. Organizations can also opt for additional professional support services for more personalized assistance.

Can Health Cloud be customized to fit our organization’s specific needs?

Absolutely. Salesforce Health Cloud is highly customizable, allowing organizations to tailor the platform to their unique workflows and requirements. This includes custom fields, objects, workflows, and integrations with other tools and systems.

How does Salesforce Health Cloud support patient engagement?

Salesforce Health Cloud features supports patient engagement with personalized communication tools, patient portals, and care management plans. These tools enable proactive health management and foster stronger patient-provider relationships.

How to hire salesforce health cloud consulting services?

Hiring Salesforce Health Cloud consulting services involves selecting a partner with deep expertise in Salesforce solutions, particularly tailored for the healthcare industry. Services offered by such consultants range from implementing the Health Cloud to integrate it with existing systems for enhanced patient care and operational efficiency.

Are there any mobile capabilities with Salesforce Health Cloud?

Yes, Salesforce Health Cloud offers mobile capabilities, allowing healthcare professionals to access patient data, manage tasks, and communicate with patients and team members from anywhere, enhancing flexibility and responsiveness.

How does Salesforce Health Cloud handle data analytics and reporting?

Health Cloud provides powerful data analytics and reporting tools that help organizations gain insights into operational efficiency, patient care outcomes, and other key performance indicators, supporting data-driven decision-making.

What is the cost of Salesforce Health Cloud?

The cost of implementing Salesforce Healthcare CRM varies based on factors such as the subscription plan, extent of customization, data migration needs, and additional services like training and support. Organizations should consult with Salesforce or a certified implementation partner for a detailed quote.

Do I need to hire Salesforce DevOps for Healthcare?

For healthcare organizations, the integration of Salesforce DevOps can lead to a multitude of benefits. It enables Salesforce Heathcare automation across various stages of the DevOps pipeline, improving quality and supporting data security while reducing overall costs. Automation extends the capabilities of team members, allowing them to focus on more critical tasks by automating routine processes such as static code analysis and continuous integration and deployment, thus preventing potential deployment failures.

Do I need Salesforce DevSecOps for Healthcare?

Automation plays a crucial role in optimizing Salesforce DevSecOps efforts within healthcare. It can lead to faster release cycles, heightened code quality, more successful deployments, and increased data security. By automating processes such as static code analysis and continuous integration, healthcare organizations can maintain high code quality and speed, crucial for addressing emerging concerns in real-time and ensuring system data protection. Moreover, automated backup and recovery tools are essential for maintaining data integrity and compliance, providing peace of mind in the face of potential data loss scenarios.

Final Thoughts

The journey through Salesforce Health Cloud’s capabilities, from implementation steps and potential challenges to success stories and specific applications, underscores the transformative impact Salesforce can have on healthcare organizations. As we’ve explored, Salesforce Health Cloud not only enhances patient engagement and care coordination but also streamlines operations and fosters a culture of continuous improvement and innovation within healthcare settings.

Success stories from companies like Philips, Stanley Healthcare, and Simplyhealth highlight the platform’s versatility in addressing various needs—be it improving customer understanding, enhancing operational efficiency, or promoting healthier lifestyles among communities. These examples illustrate the profound effects of integrating Salesforce Health Cloud into healthcare practices, including better patient outcomes, increased operational efficiency, and more personalized patient care.

Moreover, the strategic implementation of Salesforce in Healthcare, supported by a meticulously selected team and complemented by a suite of integrations and applications, provides healthcare organizations with a robust foundation for digital excellence. The benefits of adopting Salesforce for Healthcare Cloud—ranging from improved customer satisfaction and agent productivity to a holistic view of organizational operations—demonstrate the platform’s capacity to meet the complex demands of today’s healthcare industry.

As healthcare continues to evolve, Salesforce Healthcare Cloud stands out as a critical tool for organizations aiming to navigate the complexities of modern healthcare delivery. By leveraging the power of Salesforce, healthcare providers can not only meet the current challenges of patient care and management but also anticipate and adapt to the future needs of the industry, ensuring that high-quality care is accessible to all.

The post Salesforce Health Cloud Implementation Guide first appeared on Salesforce Apps.

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