Salesforce Health Cloud Action Block

The Salesforce Health Cloud Action Block enables patient management and healthcare CRM operations from your workflows.

Supported Actions

• Get Patient - Retrieve patient records and care plans.
• Create/Update Patient - Add or modify patient demographic and clinical data.
• Manage Care Plans - Create, update, or retrieve care plans and care plan goals.
• Get Care Team - Fetch care team members associated with a patient.
• Search Patients - Query patients using SOQL with Health Cloud-specific fields.

Configuration

• OAuth Credentials - Salesforce Connected App Client ID and Secret.
• Instance URL - Your Salesforce Health Cloud instance URL.
• Patient ID - Target patient record identifier.
• Care Plan Data - Goals, problems, and tasks for care plan operations.

Use Cases

• Build patient intake chatbots that create records directly in Health Cloud.
• Automate care plan updates when clinical milestones are reached.
• Retrieve care team information to route patient inquiries to the right provider.