Salesforce Use Cases

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

Use Case

Physician Re-Credentialing

Learn how Salesforce Health Cloud helps healthcare providers consistently re-credential physicians to keep them billable.

Read More →
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.

Read More →
Use Case

AI Assisted Appointment Scheduling

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

Read More →
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.

Read More →
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.

Read More →
Use Case

AI Medical Transcription

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

Read More →
Use Case

Mobile Patient Management

Learn how mobile patient management empowers caregivers to deliver exceptional care in the field with Salesforce Mobile.

Read More →
Use Case

Service Line Optimization

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

Read More →
Use Case

Patient Service Expansion

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

Read More →
Use Case

HIPAA Compliant Google Ads

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

Read More →
Use Case

Provider Network Management

Learn how provider network management with Salesforce helps payers grow their care delivery networks to broaden member access to care.

Read More →
Use Case

Provider Relationship Management

Learn how Salesforce helps you grow provider relationships, manage physician networks, and discover new referral opportunities.

Read More →
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

Read More →
Use Case

Contract Management

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

Read More →
Use Case

Supplier Management

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

Read More →
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

Read More →
Use Case

Revenue Cycle Management

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

Read More →
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.

Read More →
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.

Read More →
Use Case

Provider Credentialing

When built on Salesforce, the provider credentialing use case creates a single source of truth across enrollment, contracting, credentialing, marketing, and sales.

Read More →
Use Case

Supply Chain Management

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

Read More →
Use Case

Provider Recruitment

Learn how Salesforce can be used by recruiters and on-boarders throughout the provider recruiting process.

Read More →
Use Case

New Jersey Bill 332 Compliance

When using Salesforce and Marketing Cloud, healthcare companies in New Jersey can fulfill all the requirements of Bill 332.

Read More →
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.

Read More →