Salesforce Use Cases

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

Use Case

AI Assisted Appointment Scheduling

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

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Use Case

HIPAA Compliant Web Tracking with Snowflake

Learn how regulated healthcare companies can implement Snowflake as part of a solution to make web trackers HIPAA-compliant.

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Use Case

AI Medical Transcription

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

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Use Case

Service Line Optimization

Learn how to grow your most profitable service lines with the right patients on the Salesforce platform

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Use Case

Patient Service Expansion

Learn how dental clinics are breaking through limited resources and fragmented architecture with Salesforce Marketing Cloud and Data Cloud.

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Use Case

Member Portal

Learn how payers build member portals in Salesforce Experience Cloud that empower exceptional experiences.

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Use Case

Dental Clinic Portal

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

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Use Case

Mental Health Patient Portal

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

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Use Case

Match Exception Resolution

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

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Use Case

Contract Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

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Use Case

Supplier Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

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Use Case

Medical Item Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

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Use Case

Appeals and Grievances Management

The complaints, appeals, and grievances (CAG) management use case increases productivity, builds member loyalty, and ensures compliance with the CMS.

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Use Case

Utilization Management

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

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Use Case

Patient Acquisition

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.

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Use Case

Mammogram Scheduling

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

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