Salesforce Use Cases

Check out the ways Salesforce solves use cases across the healthcare, life sciences, and medical device industries.

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Use Case

AI Provider Referral Management

Learn how physician liaisons are using AI provider referral management to detect dips in referral volume before they impact revenue.

AI Assisted Appointment Scheduling

Learn why providers are turning towards autonomous agents like Agentforce to assist with multi-step appointment scheduling.

AI Medical Transcription

Learn how healthcare companies are using AI medical transcription to improve data accuracy and eliminate manual processes.

HIPAA Compliant Bing Ads

Learn how healthcare companies are using Salesforce Data Cloud to make Bing Ads HIPAA compliant.

Dental Clinic Portal

Learn how Salesforce Experience Cloud builds a foundation for dental clinic portals that engage patients, improve outcomes, and personalize care.

Mental Health Patient Portal

Learn how Salesforce Experience Cloud builds a foundation for mental health patient portals to increase patient satisfaction.

Utilization Management

The utilization management use case guarantees the involvement of all parties - providers, payers, and members - in ensuring timely and appropriate treatment.

When built on Salesforce, patient acquisition and intake platforms can empower healthcare organizations to effortlessly track and manage all referrals and new patients from a single engagement platform.

Mammogram Scheduling

To encourage mammogram screenings and prioritize community health, it is crucial to focus on specific patient populations and tailor outreach tactics accordingly.