Salesforce Use Cases

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

Use Case

Clinical Trial Matching with Snowflake

Learn how Snowflake brings demographic and clinical data together to find ideal clinical trial candidates faster.

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Use Case

HIPAA Compliant Chatbot with Agentforce

Learn why Agentforce is the chatbot that helps hospitals improve patient experiences without losing sleep over legal liabilities.

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Use Case

Patient Self-Service with Salesforce

Learn how Salesforce can help meet the compliance, integration, and safety challenges that hospitals face when introducing self-service tools.

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Use Case

Patient Engagement with Salesforce

Learn at how Salesforce can help drive patient engagement with personalized, timely, and multi-channel outreach that scales.

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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.

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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 Instagram Ads

Learn how healthcare companies are using Salesforce Data 360 to make Facebook Ads HIPAA compliant.

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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

IDP healthcare with Mulesoft

Learn how hospitals make vast amounts of data from emails, faxes, contracts, and clinical notes actionable with IDP for healthcare.

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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

HIPAA Compliant Facebook Ads

Learn how healthcare companies are using Salesforce Data 360 to make Facebook Ads HIPAA compliant.

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Use Case

Revenue Cycle Management

In order to streamline revenue operations, providers must optimize the claims process, manage denials, and develop payment plans.

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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

HIPAA Compliant Web Tracking

The delicate balance between compliance and digital marketing strategies in the healthcare and life sciences industry is causing growing concern.

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Use Case

Support Center

Deliver amazing support experiences that build loyalty, engagement, and more revenue.

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