Salesforce Use Cases

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

Use Case

Concierge Medicine with Salesforce

Learn how to launch a concierge medicine program with Salesforce Health Cloud from onboarding, to patient acquisition, to premium experiences.

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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 LinkedIn Ads

See how healthcare companies can use Salesforce Data 360 to make their LinkedIn Ads 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

Home Health EVV

Discover how electronic visit verification (EVV) solutions help home health providers comply with a crucial provision of the 21st Century Cures Act.

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Use Case

Mobile Patient Management

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

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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

Learn how Salesforce Service Cloud creates collaborative supplier relationships that drive value, innovation, and patient satisfaction.

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Use Case

Medical Item Management

Learn how to configure Salesforce Service Cloud to protect patient safety and measure the ROI of item additions and substitutions.

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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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