HEALTH
Industry

Care and clinical operations, unified around the patient.

We deliver Health Cloud for payers and providers, and Life Sciences Cloud for pharma and medtech — with a strong bias for compliance, care coordination and patient engagement.

(01) What it is

What Salesforce offers on Health & Life Sciences.

Health Cloud and Life Sciences Cloud are Salesforce's HIPAA-aligned industry platforms. Health Cloud covers patient and member 360, care plans, utilisation management and provider networks; Life Sciences Cloud covers HCP engagement, MSL workflows, clinical trial management and patient services — with Shield encryption and audit controls layered on the core platform.

(02) Why now

What we hear from Health & Life Sciences leaders.

  • 01Patient, member and HCP data is spread across EHRs, claims and legacy CRM with no unified engagement layer.
  • 02Care coordination, prior auth and MSL workflows still rely on email and spreadsheets.
  • 03HIPAA, GxP and validation obligations mean AI use cases need Shield, encryption and eval evidence from day one.
38%
care coordination speed
2.6x
patient engagement
100%
audit readiness
(03) Key challenges

Where Health & Life Sciences programmes get stuck.

01

Patient, member and HCP data is spread across EHRs, claims and CRM silos.

02

Care coordination and utilisation management still rely on manual outreach.

03

HIPAA, GxP and validation requirements slow every release.

04

Clinical trial and MSL operations lack a modern engagement layer.

(04) Automation & AI areas we deliver

Where we automate Health & Life Sciences — end to end.

Every engagement targets a specific set of automation and AI plays, scoped so value shows up in weeks — not quarters.

01

Care & utilisation workflows

Automated care plans, prior auth and referral orchestration.

02

Patient engagement journeys

Marketing Cloud + Health Cloud journeys for adherence and appointments.

03

HCP engagement & MSL copilot

Agentforce for HCPs, KOL mapping and MSL call planning.

04

Compliance-grade AI

Shield, encryption, audit and evals so AI use cases pass validation.

(05b) Challenges & Solutions

What blocks Health & Life Sciences programmes — and how we clear it.

Challenge 01

Patient and member data is split across EHR, claims, pharmacy and CRM — care teams work blind.

How we solve it

FHIR-aligned Data Cloud unification into Health Cloud, with a single longitudinal record surfaced in the care console.

Challenge 02

Prior authorisation, referrals and intake are manual, slow and error-prone.

How we solve it

Document intake with AI extraction, rules-based utilisation review and Agentforce status handling with clinician escalation.

Challenge 03

AI in clinical or commercial workflows can't ship without demonstrable safety and privacy controls.

How we solve it

Grounded agents on approved sources only, PHI de-identification, human review on clinical impact and full audit evidence per interaction.

(05c) Regulation & Compliance

Obligations we design into every Health & Life Sciences build.

Industry-specific, region-specific and cross-cutting rules — addressed in the architecture, not bolted on at go-live.

IndustryUS

HIPAA / HITECH

PHI minimum-necessary access, Shield encryption and field audit trail, BAA-aligned configuration, breach-notification runbooks and de-identification before any model call.

IndustryUS · EU

21 CFR Part 11 / Annex 11

Validated configuration, electronic signature capture, immutable audit trail and IQ/OQ/PQ documentation for GxP-relevant orgs.

Industry

GxP (GCP / GVP / GMP)

Computer System Validation approach, change control, adverse-event intake routing and traceability matrices for Life Sciences Cloud.

RegionEU

EU MDR / IVDR

Complaint handling and post-market surveillance workflows with device UDI traceability.

IndustryUS

HL7 FHIR / ONC interoperability

US Core FHIR profiles, information-blocking-safe data exchange and patient access API alignment.

IndustryUS · EU

Sunshine Act / EFPIA

Transfer-of-value capture on HCP engagements with reportable spend aggregation.

RegionEU

EHDS

Secondary-use consent and cross-border health data-sharing readiness.

RegionEU

EU AI Act

Risk classification for every Agentforce and Einstein use case, human-in-the-loop on high-risk decisions, model/prompt documentation, logging and transparency notices.

RegionEU · UK

GDPR / UK GDPR

Lawful basis mapping, data minimisation in Data Cloud, consent and preference management, DSAR fulfilment, right-to-erasure runbooks and EU data residency (Hyperforce).

Global

SOC 2 / ISO 27001 / ISO 42001

Least-privilege permission sets, change control, encryption with Shield Platform Encryption, event monitoring and evidence packs aligned to your control framework.

Global

NIST AI RMF

Govern-Map-Measure-Manage applied to agent design: grounding sources, evaluation sets, drift monitoring and escalation paths documented per agent.

Global

Accessibility (WCAG 2.2 AA)

Experience Cloud and LWC components tested for keyboard, contrast and screen-reader conformance.

Guidance on delivery practice, not legal advice — obligations are confirmed with your legal, risk and compliance functions during discovery.

(06) Accelerators & IP

Reusable assets we bring to your Health & Life Sciences programme.

Battle-tested blueprints, reference builds and diagnostics that compress discovery and de-risk delivery from day one.

01

Care Coordination Accelerator

Care plan, prior auth and referral orchestration on Health Cloud with member journeys.

02

HCP & MSL Copilot Kit

Agentforce agent grounded on HCP interactions, KOL mapping and content library.

03

GxP-Ready AI Governance

Validation-ready model, prompt and data governance package for life sciences.

(07) Integration ecosystem

Systems we routinely wire into Health & Life Sciences.

MuleSoft-led API architecture with reference connectors and reusable patterns across the systems your teams already rely on.

EpicCerner / Oracle HealthMeditechVeevaIQVIAHL7 / FHIR gatewaysChange HealthcareDatavant
(08) Editions & licensing

Which edition fits.

  • Health Cloud + Shield

    For payers, providers and any HIPAA workload — Shield is effectively mandatory.

  • Life Sciences Cloud

    For pharma, biotech and medtech — HCP engagement, MSL and clinical trial support.

(09) Migration paths

Legacy → target state.

  • 01Legacy EHR-tethered CRM → Health Cloud with FHIR integration.
  • 02Veeva CRM (where strategic) → Life Sciences Cloud transition patterns.
  • 03Manual care coordination → Automated care plan and prior auth workflows.
(10) How we deliver

A four-stage delivery model.

See the full methodology for artefacts, cadences and governance at each stage.

01

Discover

Two-week diagnostic on your Health & Life Sciences landscape, org health and target outcomes.

02

Design

Reference architecture, data model and phased roadmap signed by a Principal Architect.

03

Deliver

Agile pods with embedded architects, hypercare and change enablement built in.

04

Evolve

Managed services, evals and quarterly value reviews to compound the return.

(11) Value & impact

Where Health & Life Sciences moves the P&L.

We frame every Health & Life Sciences programme against three impact vectors — so the business case survives beyond go-live.

  • Revenue

    38% care coordination speed

    Faster cycles, higher conversion and more productive teams operating on Health & Life Sciences.

  • Cost to serve

    2.6x patient engagement

    Automation, AI deflection and consolidation of overlapping tools and processes.

  • Time to value

    100% audit readiness

    Fixed-price discovery, reusable accelerators and Principal Architect leadership from day one.

(12) Our services

How CRMPRACTICE engages

Every engagement starts with a fixed-price discovery — a Principal Architect leads a 2-week diagnostic and delivers a de-risked roadmap before any build begins. See engagement models for commercial options.

  • 01Health Cloud implementation
  • 02Life Sciences Cloud rollout
  • 03Patient engagement build
  • 04Compliance and Shield hardening
Value calculator

Model the Health & Life Sciences business case.

Model patient acquisition, HCP engagement and care-team productivity.

Acquisition value
$14.40M
24-mo ROI
2520.6%
Payback
8 mo
24-mo total cost
$1.14M
Risk profile
Moderate · 40/100
Inputs
100100,000,000
030
50100,000
550,000
070
24-month cumulative — benefit vs cost
BenefitCost
$0$16.73M$33.46MM1M6M12M18M24$29.88M$1.14MPayback · M8
Care-team productivity
$9.50M
Net year-1
$23.06M
Time to first go-live
6 mo
Delivery risk
Moderate · 40/100

Risk reflects change-management complexity, integration surface and AI governance load — CRMPRACTICE accelerators reduce this on delivery.

Assumptions
  • 40% attribution on acquisition.
  • Excludes clinical-outcome value.

Directional model for early business cases. CRMPRACTICE will validate with your data during discovery.

Ready to accelerate your Health & Life Sciences programme?

Speak with a Principal Architect about your roadmap, current state and success metrics.

Book a consultation