Einstein Copilot: Health Actions is coming, the trusted healthcare AI assistant.

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Boost care team productivity and personalize every patient touchpoint with Agentforce.

Unify patient data, automate workflows, and empower care teams to work smarter — not harder, on a single, connected platform. Hyperpersonalize every interaction and drive better health outcomes with Agentforce — all while reducing costs and administrative burden.

Trailblazing providers improve healthcare with Salesforce.

Scale patient access and referral services.

Elevate patient experiences by providing personalized service, streamlining triage, and seamlessly connecting patients and care teams through their preferred channels—all powered by AI-driven automation for enhanced outcomes.

Bring together all clinical and non-clinical patient data on a unified platform to create a complete view of each patient, enabling informed, expert responses and customized care across every interaction channel.

Response to query about scheduling an appointment.

Empower patients with self-service tools powered by Agentforce, automating routine tasks such as benefit verification, scheduling, and care activity completion—ensuring faster care and increasing operational efficiency.

Tabs for assessments and care plans.

Enhance coordination and productivity with real-time, AI-driven analytics that deliver actionable insights, enabling your team to provide timely, personalized care and engage patients effectively throughout their journey.

Visual representation of unified health risk score.

Connect patients to the care they need faster and more effectively with Agents working alongside your access teams. The AI learns and offers actionable insights to streamline every step of the patient access journey.

Visual representation of unified health risk score.
Response to query about scheduling an appointment.
Tabs for assessments and care plans.
Visual representation of unified health risk score.
Visual representation of unified health risk score.

Personalize patient outreach.

Transform your healthcare marketing by moving beyond one-size-fits-all campaigns. Engage patients with hyper-personalized, data-driven outreach across multiple channels. Build patient loyalty, enhance brand reputation, and nurture long-term relationships by delivering tailored experiences for every patient.

Collect and unify first-party patient data across multiple channels to create a comprehensive view of each individual. This enables you to personalize outreach for each patient’s needs, increasing acquisition and loyalty.

A dashboard for epic EMR feed procedure payload.

Create and deliver omni-channel campaigns that engage both B2B and B2C audiences, targeting prospective patients across their preferred channels. Automate and optimize outreach to drive quicker, more efficient patient acquisition while strengthening brand loyalty.

A dashboard for patient services education journey.

Use segmented patient data to craft personalized journeys tailored to each patient’s preferences. Deliver relevant content across the right channels, boosting engagement and improving patient retention, while making it easier to track and measure the effectiveness of your campaigns.

An executive dashboard for patient management.
A dashboard for epic EMR feed procedure payload.
A dashboard for patient services education journey.
An executive dashboard for patient management.

Coordinate holistic care.

Empower patients and care coordinators to achieve better health outcomes, faster, by leveraging AI-driven insights, streamlining communication, and proactively addressing patient needs across the care journey.

Identify care gaps and adherence issues and prioritize interventions based on a comprehensive view of patient data. Engage patients through their preferred channels to ensure timely and personalized care delivery.

A checklist for diabetes knowledge of condition and treatment plan.

Collaboratively develop personalized, evidence-based care plans that address each patient’s unique needs. Leverage Data Cloud to continuously update these plans with real-time data, improving outcomes through proactive care coordination.

A dashboard for care plan wizard.

Use Agentforce to analyze real-time insights and quickly identify changes in a patient’s health status. Activate the necessary medical or community resources efficiently, ensuring coordinated and responsive care tailored to the patient’s evolving needs.

A tasklist under the care barrier - lack of access to transportation.
A checklist for diabetes knowledge of condition and treatment plan.
A dashboard for care plan wizard.
A tasklist under the care barrier - lack of access to transportation.

Deliver health at home.

Provide seamless home and community-based care for aged or post-acute services with powerful tools for schedulers, care professionals, and patients. Streamline care coordination, improve patient outcomes, and enhance accessibility by offering flexible care options both virtually and in the home.

Enable patients to easily submit health concerns and determine eligibility through asynchronous communication. Use an intelligent scheduling engine to offer personalized, convenient in-home or virtual appointment bookings that align with patient preferences.

A pop-up screen to schedule a home healthcare visit.

Optimize visit routing and automate the documentation and verification of in-home visits. Schedule recurring appointments and manage ongoing care tasks efficiently, reducing manual effort and boosting productivity for care teams.

A tab for electronic visit verification.

Facilitate telehealth visits, submit intake forms, and complete assessments virtually. Collaborate on care plans and use remote monitoring tools to track patient progress, ensuring continuous care and engagement no matter the location.

Scheduler dashboard of care professionals.
A pop-up screen to schedule a home healthcare visit.
A tab for electronic visit verification.
Scheduler dashboard of care professionals.

Strengthen provider relationships and networks.

Optimize your connections with both internal and referring providers across service-lines to reduce leakage and enhance patient flow. By analyzing referral patterns and leveraging Agentforce to capture valuable market insights, this solution helps increase patient volume and improve competitive positioning.

Build and nurture relationships with external providers while measuring the effectiveness of your engagement strategies. Extend your reach beyond existing markets to maximize patient volume and minimize leakage, ensuring a steady flow of referrals with the support of intelligent AI-driven insights.

Capture detailed insights on both external and internal providers, breaking down data silos to gain a comprehensive view of your organization’s health by service-line. This allows you to identify areas of improvement and enhance collaboration to drive better outcomes and increase patient volume.

Manage every aspect of the provider lifecycle—from recruitment to credentialing and privileging—on a single, connected platform. This ensures efficient data management and improves the overall provider experience, supporting stronger and more effective relationships.

read the interoperability in healthcare guide

Integration, Interoperability, and the Future of Healthcare

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Salesforce for Providers FAQ

Health Cloud is a healthcare CRM for hospitals, clinics, and providers that connects the care experience on one platform. It offers a comprehensive view of patients, informs expert responses, and tailors interventions by combining clinical and non-clinical data. 

An integrated healthcare platform solves many issues by unifying data across various systems to provide a single view of an individual patient. This allows care teams to see health records, social determinants of health, and communication preferences in one place and easily coordinate care.

When choosing the right healthcare software, prioritize a future-proof platform that is trusted, scalable, and readily supports international expansion enabling future growth. Look for a solution architected for flexibility with all the purpose-built tools you need to deliver innovation quickly.