Life Sciences Cloud for Customer Engagement

Reimagine commercial engagement on an agent-first, future-proof, purpose-built platform with industry expertise.

Leading companies are choosing Life Sciences Cloud to become agentic enterprises and drive commercial excellence.

A digital interface showing Agentforce’s smart summary of healthcare provider (HCP) account activity. It highlights key changes, recent interactions, and influential affiliations. A chatbot-like assistant suggests actions to close a visit plan gap using open time slots, re-engagement ops, and territory gaps. A profile card of Dr. Lydia Jones includes visit scheduling options and intelligent insights such as KOL status, segmentation, and visit goals.

Unified Experience for Operational Excellence

  • Elevate Operational Efficiency: Break down silos and drive connections across internal and external stakeholders from patients and HCPs to medical, clinical, and commercial teams with a 360-degree stakeholder view on a single, unified Platform. Enable data-driven decisions across teams to bring therapies to market, faster.
  • Experience a Consumer-Grade Interface: Effortlessly navigate and find details across accounts, products, and territories with smart search capabilities. Leverage actionable insights natively in the application, brought in from across data sources like EHRs, CRM, prescription histories, and more.
  • Minimize Setup, Maximize Impact: Spend more time on strategy and less on setup with a no-code solution tailored for life sciences personas - including Primary and Specialty Reps, Nurse Ambassadors, Key Account Managers (KAMs), Field Reimbursement Managers (FRMs), and Medical Science Liaisons (MSLs). Leverage a robust network of dedicated partners, professional services, and customer success teams to accelerate agent-first deployment.
A digital interface showing Agentforce’s smart summary of healthcare provider (HCP) account activity.

Future-ready from the Ground Up

  • Unlock Mobile Productivity: Empower commercial, medical, and field teams with an offline mobile experience that lets them plan, streamline, and prepare for high-impact stakeholder engagements anytime, anywhere on an agent-first platform.
  • Leverage Digital Labor with Industry Expertise: Accelerate effective engagements with providers, payers, and patients with contextual profile insights, next best customer recommendations, and post-call summaries powered by Agentforce, embedded in the flow of work.
  • Reinforce Compliance: Keep up with industry-specific regulatory guidelines and standards with compliance supported by AI-monitoring, a secure Trust Layer, and zero-copy integrations. Save time with built-in GxP validation to help ensure full regulatory adherence throughout the process.
A data-rich dashboard visualizing HCP market share, PSP enrollments, multichannel engagement activities, and specialty-wise reports.

Flexible for Every Organization’s Unique Needs

  • Activate High-value Data: Bring rich industry data natively into the application via Data Cloud from partners like H1, Viz.ai, and IQVIA to unlock precise insights and tailored recommendations. Target and connect with HCPs, and Key Opinion Leaders (KOLs) based on unified data and insights from omnichannel interactions and current interests.
  • Get Actionable Insights: Transform engagement and drive treatment uptake with intelligent Tableau dashboards, podcast-style reports to listen on-the-go, and granular account insights to uncover performance and care gaps and prioritize key customers.
  • Utilize Robust Data Models: Enable true digital transformation with enterprise-wide, industry-specific data models built for life sciences which are flexible, scalable, and ready to support your journey from clinical to commercial.

Innovating the agentic operating system for life sciences 3x/year

October ‘25 February ‘26 - June ‘26 October ‘26 and Beyond
Key Account Management

Territory Management

Engagement Planning and Execution

Omnichannel Intelligent Content and Closed Loop Marketing (CLM)

Offline-enabled iPad App

Sample Management

Medical Inquiry Management

Remote/Virtual Engagement

Agentforce Conversation and Account Summarization

Next Best Customer

Tableau Next Dashboards and Insights
GxP Validation

Data Connectors (Viz.ai, H1, OneKey)
Stories: Podcast-style Weekly Reports

Agentforce Voice-Based Visit Reporting

Enhanced Engagement Insights

Quick Visit Navigation

Smart Content Search

Agentforce Global Intelligent Search

Slack Integration

Visit Expenses: Concur Integration

Life Sciences Cloud Marketing App








And much more!
Events Management (October ‘26)

Order Management (October ‘26)

Regulated Content Management

Territory and Cycle Plans Designing

Surgical and Clinical Case Management

Field Coaching Agent

Sample Inventory Agent

Onboarding/Training Agent

Next-Gen Field Inventory Management








And much more!
A screenshot of a computer displaying a clinical data using Agentforce

Move from legacy systems of record to a system of actionable insights.

  • Purpose-built industry automation on the deeply unified Platform
  • AI-enabled, global compliance in the flow of work
  • Reimagined, agent-first, and hands-free mobile experience
  • Consumer-grade UI with actionable insights
  • Interoperable, open ecosystem of specialized partners

Our partners are here to guide you every step of the way — from research to remedy.

Accenture logo
Apple logo
Avenga logo
Athena health logo
Amazon Web Services logo
Bain & Company logo
Base Life Sciences logo
Boston Consulting Group logo
Box logo
Capgemini logo
Coastal logo
Cognizant logo
Compliance Quest logo
Deloitte logo
Definitive Healthcare logo
Epista logo
H1 Curie logo
Honeywell logo
IBM logo
Infinitus logo
Infosys logo
IQVIA logo
KPMG logo
LPW logo
Mavens logo
McKesson logo
McKinsey & Company logo
Medpro system logo
Merkle logo
Publicis Health logo
PWC logo
Publicis Sapient logo
Slalom logo
Sware logo
S2N health logo
Torrent logo
Viz.ai logo
Vodori logo
Wilco Source logo
ZS logo

Life Sciences Cloud for Customer Engagement FAQs

Life Sciences Cloud for Customer Engagement is a ready-to-use agent-first customer experience with a mobile experience built for contextual insights and actions. Here’s how Life Sciences Cloud helps you enhance your commercial interactions:

- Unified HCP profile with comprehensive details about the account, insights and next actions tied back to patient support

- Intelligent mobile interface to perform detailing and closed loop marketing

- Agentic-AI assisted 24/7 support for healthcare professionals

- Dashboards and metrics to analyze trends, preferences, and prescriptions for improved engagement outcomes

- Access to Data Cloud for an embedded, unified data lake to enable powerful real-time insights and impactful AI actions guarded by the Trust Layer.

Check out our Release Notes (coming soon) and Help page (coming soon) for detailed instructions on setup.

The out-of-the-box Life Sciences Cloud for Customer Engagement add-on SKU including the App Store app will be generally available starting October 2025.

Sandboxes and free trials for Life Sciences Cloud for Customer Engagement will be available post-GA.

The Life Sciences Cloud for Customer Engagement SKU will include an extensive range of features including but not limited to:

- Account Management (HCP/HCO Profiling, Agentforce Summarization, Segmentation and Targeting, Affiliations, Persona-based Insights)

- Product and Territory Management (Product catalog, Product-Territory Alignment, Product

Restrictions, Territory and Affiliation Alignment, Objectives)

- Engagement Planning (Omnichannel Digital Marketing , Cycle Plans, Pre-call Planning, Next Best Customer, Activity Scheduling)

- Engagement Execution (Remote Engagement, Visit Management, Inquiries and Surveys, Consent Management, Sample Management)

- Intelligent Content (Content Library, eDetailing, Compliant Email, Content Insights)

- Data and Insights (Tableau Next Integration, Data Cloud Integration, Offline CRM Analytics, Data Partnerships with OneKey, Viz.ai, H1)

Click here to learn more about the Clinical and Patient Services capabilities in Life Sciences Cloud.

The majority of the commercial capabilities mentioned on this page will be available on the Life Sciences Cloud for Customer Engagement SKU for online and offline usage.

Contact us to learn more.

Salesforce has a transformation framework to streamline the upgrade to Life Sciences Cloud, as well as a strategic group of partners and verticalized, in-house Professional Services and Customer Success Group who are readily equipped to support the transition from legacy systems. The framework combines automated data migration powered by Data Cloud with proven project methodologies and playbooks.

Learn more about our strategy and the path to reimagine operations with Life Sciences Cloud.

Yes, Life Sciences Cloud including Customer Engagement is purpose-built for not only pharma but also medical technology organizations including diagnostics, therapeutic equipment, and wearables.

Watch how Life Sciences Cloud can elevate commercial engagement for MedTech.

Agentforce for Life Sciences is an agentic AI solution built on a deeply unified platform. It enables pharma and medtech organizations to transform clinical, medical, and commercial engagement at scale with AI agents designed to address the unique needs of the life sciences industry. It easily integrates unstructured and structured health data across multiple health data sources and wearables for comprehensive patient insights that can lead to faster drug development and more tailored patient care.

You can watch a preview of our Roadmap here, and join us at Dreamforce to learn more. Yes, Consumer Health organizations can use this today to manage their commercial operations. Capabilities like Order Management and Events Management will be available in 2026.

Life Sciences organizations can distribute Medical, Legal, and Regulatory (MLR) approved, compliant scientific and promotional regulated content with healthcare professionals natively in Life Sciences Cloud.

Our solution integrates with all enterprise Data Asset Management (DAM), CMS, and Content Authoring Tools (CAT). Learn more about our Viz.ai, Vodori, Box, and H1 partnerships.

Salesforce out-of-the-box Regulated Content Management will be coming in 2026.

Life Sciences Cloud for Customer Engagement will be available as an add-on to Life Sciences Cloud editions. Learn more

Customers can access a temporary trial org of Life Sciences Cloud for Clinical and Patient Services. After GA, please contact your account executive if you would like to try Life Sciences Cloud for Customer Engagement.

The Life Sciences Cloud Mobile app will initially support 35 different languages including English, French, German, Chinese, Spanish, Portuguese, and Japanese. Learn more

Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available. App Store and iPad are trademarks of Apple Inc.