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What are the Objects in Salesforce Health Cloud? Detailed Guide

What are the objects in Salesforce health Cloud?

Want to know what are the objects in Salesforce Health Cloud? Then, you're at the right site!

Salesforce Health Cloud stands out as an effective cloud-based technology in the healthcare world. To better know the Salesforce health cloud, it's essential to understand its fundamental objects. These objects create the foundation upon which any healthcare organization builds its patient management and care delivery strategies.

This detailed guide will assist you in exploring the key objects that help Salesforce Health Cloud deliver better patient care, simplify operations, and improve overall healthcare experiences. So, let’s begin!

Introduction to “Salesforce Health Cloud”

Salesforce Health Cloud is a healthcare IT CRM solution designed to boost interactions between healthcare professionals and patients. This platform provides multiple tools for managing track of doctor-patient communications and medical documentation.

Besides, with Salesforce Health Cloud, healthcare organizations can deliver improved patient care, optimize healthcare provider operations, and smooth collaboration among all participants in the healthcare ecosystem. In short, this CRM solution is the best investment for enhancing healthcare management and communication processes.

Salesforce Health Cloud

Importance of a Salesforce Health Cloud

Salesforce Health Cloud is a super helpful tool in healthcare. It helps patients, doctors, healthcare teams, and even the companies that make medical equipment. It's like a library that contains every patient's data, facilitating better customer service.

For example, consider a scenario where a patient having treatment at a local healthcare center. After a couple of weeks, the attending doctor gets replaced by a new medical specialist. So, the new doctor may need essential details about the patient's health and treatment history. In such situations, having an accessible database like Salesforce Health Cloud becomes priceless.

Besides, here are some other key reasons why Salesforce Health Cloud technology could be essential for your business:

Enhanced Patient Engagement

Health Cloud technology in Salesforce improves the customized healthcare journey for patients and provides better engagement. Moreover, it smoothly communicates patients with caretakers, service agents, and coordinators.

Facilitate Digital Healthcare

Salesforce Health Cloud brings digital healthcare organizations to the next level. It provides an integrated digital platform that sets your organization apart from others. Additionally, it simplifies marketing, sales, service, and data management processes to boost overall operational efficiency.

Stronger Customer Relationships

Attracting and retaining customers is not a challenge anymore. Salesforce Health Cloud facilitates simplifying processes, personalized care, and effortless collaboration that contribute to building meaningful relationships with patients and stakeholders.

Optimized Healthcare Journey

Salesforce Health Cloud smoothly runs all the processes throughout a patient's healthcare journey. With its innovative features, every program yields superior results.

Automation Benefits

Healthcare organizations can use Salesforce Health Cloud's automation tools and services to simplify and streamline the delivery of healthcare services. This automation makes healthcare access uncomplicated, easier, and straightforward.

What are the Objects in Salesforce Health Cloud?

Objects in Salesforce Health Cloud

Salesforce Health Cloud offers numerous standard and customizable objects to save patient data and information. Below are some objects employed within Salesforce Health Cloud to manage and record patient data:


In Salesforce Health Cloud, the ‘Account’ object represents individual patients rather than businesses or organizations. It facilitates the management of patient-related transactions.


The Contact object in Salesforce Health Cloud represents individuals associated with patients, including family members and external specialists. It supports communication within private patient communities. Care team members will considered as external contacts. They are added to facilitate communication but cannot access the community or patient records.


Health Cloud accommodates both internal Salesforce users and community users. Internal users possess access to patient's records, including other essential information. On the other hand, community users are not allowed to access patient records.

Case Team Member

In the context of Salesforce Health Cloud, Case Team Members represent integral members of the Patient Care Team. These members do not have login access to Salesforce but can communicate through Chatter. Further, only contacts can be case team members.


Each Care Plan in Health Cloud maintains a clinical or non-clinical health issues catalog that necessitates attention. This object manages and represents the treatment of patients based on their conditions in the custom objects of care plan problems.


Within Health Cloud, the Tasks object represents various activities, such as phone calls and medical appointments, ensuring the efficient tracking of healthcare-related actions.

How to Set Up Salesforce Health Cloud?

Setting up Salesforce Health Cloud involves the following steps to ensure its effective implementation for your organization:

Install Health Cloud Managed Package:

Begin by installing the Health Cloud managed package in your Salesforce organization. This package contains the necessary components for Health Cloud functionality, allowing you to start implementing Health Cloud for your users.

Define Your Domain Name

Choose a unique domain name that represents your organization. This domain name will be registered with Salesforce domain registries worldwide, ensuring your organization's online presence.

Choose Member Representation

Decide how you want to represent Health Cloud members within your system. You can represent them as person accounts or through an individual data model.

Configure Health Cloud Profiles

Customize user profiles to grant appropriate access to Health Cloud records and fields. Adjust these profiles to view the roles and responsibilities of your users, ensuring they have the necessary permissions to work effectively within Health Cloud.

Set Field Access

Define the access levels for each field in Health Cloud objects. Before granting access to users, consider their roles and whether they need access to standard fields. Ensure that field access suits user requirements and data security.

Control Access to Patients

Utilize sharing settings to control access to specific patient records. Fine-tune these settings to restrict or grant access to patient data based on user roles and responsibilities, maintaining data privacy and compliance.

These steps help you successfully set up Salesforce Health Cloud according to your organization's requirements and ensure users have the appropriate access and tools to deliver effective healthcare services.

Sum Up

Salesforce Health Cloud is a revolutionary platform that improves patient experiences while benefiting healthcare providers, professionals, and even medical equipment manufacturers. Key reasons to consider adopting Salesforce Health Cloud include improved patient engagement, raised digital healthcare capabilities, stronger customer relationships, simplified healthcare processes, and automation tools that smooth healthcare service delivery.

By welcoming this technology, healthcare organizations can revolutionize their operations and deliver better healthcare experiences for all stakeholders.


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