Salesforce Life Sciences Cloud (LSC) training is  designed to teach professionals how to use Salesforce's industry-specific platform to manage and streamline operations across the entire life sciences value chain—from clinical trials and commercialization to patient support programs. The training provides the knowledge and skills necessary to connect clinical, commercial, and patient operations on a single, unified platform, focusing heavily on efficiency, compliance, and data-driven engagement.

Course Objectives:

In this course, you will learn to:

• Clinical Operations:Managing clinical trial site selection, participant recruitment, consent management, and advanced therapy management (ATM).
• Commercial & Medical Engagement:Account and visit planning, field inventory management, sample tracking, and leveraging AI for sales recommendations.
• Patient Services:Designing support programs, automating pharmacy benefits verification (PBV), and tracking patient outcomes (PPOM) and financial assistance.

Course content

Platform overview

• Understand the core challenges of the life sciences industry and how Life Sciences Cloud provides solutions.

Clinical operations

• Site and sponsor management:Selecting, assessing, and managing research sites for clinical trials based on factors like performance and investigator capacity. This includes workflows for managing regulatory milestones and study progress.
• Participant management:Digitizing the recruitment and enrollment journey for clinical trial participants through eligibility screening, consent management, and automated outreach.
• Advanced therapy management (ATM):Orchestrating and tracking multi-step, personalized treatments, including managing the chain of custody for materials, e-signatures, and specialized scheduling.

Commercial engagement

• Customer engagement:Managing compliant, data-driven interactions with healthcare professionals (HCPs) and healthcare organizations (HCOs). Training covers account planning, visit and activity management, and personalized outreach.
• Intelligent sales:Using AI-powered guidance for sales and medical science liaison (MSL) teams. Topics include next-best-action recommendations, sales automation, and effective field engagement.
• Field inventory management: Tracking and managing product samples and medical device inventory in the field with real-time visibility and AI-driven alerts for low stock.

Patient services

• Patient support programs:Creating and delivering personalized programs that help patients manage conditions, verify eligibility for support, and monitor program adherence and outcomes.
• Pharmacy benefits verification (PBV):Automating and accelerating the manual process of verifying and re-verifying patient insurance coverage and benefits.
• Patient program outcome management (PPOM):Capturing and tracking patient milestones and outcomes through assessments and event reporting.
• Financial assistance programs:Managing patient applications, eligibility, and disbursements for financial support programs.

Underlying technology and compliance

• Industry data models:Understanding the specialized data models for clinical trials, advanced therapy management, and patient/provider information, including alignment with FHIR standards.
• Agentforce and AI:Leveraging Agentforce for task automation and intelligent recommendations across clinical, patient, and commercial workflows.
• Integration with MuleSoft and Data Cloud:Unifying and harmonizing data from various internal and external systems to create a single source of truth for patients, providers, and partners.
• Compliance and security:Implementing security measures, e-signatures, and audit trails to maintain compliance with regulations such as HIPAA and other industry guidelines.

Administration and security

• Learn how to set up users, permissions, security settings, and configure profiles for Life Sciences Cloud.

Data management

• Understand how to work with the clinical data model, code sets, and unify data from different sources.

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