Salesforce Health Cloud Developer Guide
Summer '26 (API version 67.0)
Spring '26 (API version 66.0)
Winter '26 (API version 65.0)
Summer '25 (API version 64.0)
Spring '25 (API version 63.0)
Winter '25 (API version 62.0)
Summer '24 (API version 61.0)
Spring '24 (API version 60.0)
Winter '24 (API version 59.0)
Summer '23 (API version 58.0)
Spring '23 (API version 57.0)
Winter '23 (API version 56.0)
Summer '22 (API version 55.0)
Spring '22 (API version 54.0)
Winter '22 (API version 53.0)
Summer '21 (API version 52.0)
Spring '21 (API version 51.0)
Winter '21 (API version 50.0)
Summer '20 (API version 49.0)
Spring '20 (API version 48.0)
Winter '20 (API version 47.0)
Summer '19 (API version 46.0)
Spring '19 (API version 45.0)
Winter '19 (API version 44.0)
Summer '18 (API version 43.0)
Spring '18 (API version 42.0)
Winter '18 (API version 41.0)
Summer '17 (API version 40.0)
Spring '17 (API version 39.0)
Winter '17 (API version 38.0)
Summer '16 (API version 37.0)
Creating and Importing Documents
API End-of-Life Policy
Newer Version Available
Health Cloud Data Model
Salesforce Health Cloud provides a rich set of standard and custom objects to store
and access specialized health information.
To verify the complete list of fields for an object, you can use a describe call from the API, or inspect with an appropriate tool, for example, inspecting the WSDL or using a schema viewer.
The custom objects, components, classes, and triggers delivered in the Health Cloud managed package are one API version behind the core Salesforce API. Health Cloud standard objects have the same API version as core Salesforce. For example, if your org’s API version is 43, the custom objects in the Health Cloud managed package are API version 42, and the standard Health Cloud objects are API version 43.
Note
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Advanced Therapy Management
Advanced Therapy Management helps streamline complex procedures that involve multiple appointments across different locations. Use Advanced Therapy Management’s Multi-Step Scheduling solution for easy scheduling of appointments for program participants. Configure procedure steps based on lead times and set up affiliated service territories to establish where work types are sequentially performed. -
Benefits Verification
The benefits verification data model supports providers, payers, and life sciences organizations in determining benefits coverage for services and products provided. -
Care Management
Clinical data from electronic health records (EHR) or other clinical systems is critical to planning, executing, and managing coordinated care plans for patients. You can integrate clinical data with Salesforce using several standard APIs to map messages from EHR systems into Health Cloud objects and fields. -
Care Program Management
Drive increased adherence and improve patient outcomes using the care program management data model. Now you can enroll and manage patients to achieve the maximum impact of your programs. -
Claims
A claim is information submitted to an individual's health insurance company by an entity providing a service, medication or device. -
Clinical Data Model
The Clinical Data Model enhances Health Cloud to make it more interoperable. Developed to be aligned with FHIR v4.0, this data model is built almost entirely on core. The Clinical Data Model is the successor to the original EHR Data Model, which was built on the managed package and followed the FHIR v1.0 model. -
Code Sets for Diagnosis and Procedure
The code sets data model represents industry-standard procedure and diagnosis codes available to use in prior-authorization request and approval processes. You import these code sets using Data Loader. -
Crisis Support Center Management
The Crisis Support Center Management data model lets users provide a range of crisis services from a single app. Use a simplified intake flow, search for providers and beds across facilities, and more. -
Electronic Health Records
Salesforce Health Cloud provides custom objects to store the data contained in the standard electronic health record (EHR) fields. -
Engagement Interaction
The engagement data model stores details, such as start date and end date, time, topic, and attendees, about an interaction between a customer or a customer-authorized representative and a customer service representative (CSR) or contact center agent (CCA). You can add up to 50 custom fields each in the EngagementAttendee, EngagementInteraction, and EngagementTopic objects. The engagement objects also support quick actions that help CCAs to perform routine actions quickly without navigating to multiple pages. CCAs can also create personalized list views for engagement objects by using the My engagement attendees, My engagement interactions, and My engagement topics filters. -
Health Assessments
Health Cloud Assessments use the power of Discovery Framework and OmniStudio to build more complex questionnaire paths. -
Health Insurance
The health insurance data model provides objects for managing the ways care is paid for. It represents information about participants such as employment, insurance coverage, and dependents. You can manage details of the benefits provided by plans to members and treatment preauthorization requests made by members or providers. -
Home Health
The Home Health data model helps you store data for your organization’s home healthcare services. You can store the preferences patients have for their services, the skills your resources possess, the details of each home visit, and so on. The Home Health data model is primarily built over the Salesforce Field Service data model and uses many of its objects. -
Integrated Care Management
Integrated Care Management provides an improved data model to store clinical data related to a patient or member’s care plans. This data model is both USCDI and FHIR R4-aligned, which helps with your system’s interoperability. -
Intelligent Appointment Management
Health Cloud integrates with a customer’s appointment management system to provide a patient appointment booking experience in Salesforce for call center agents and care coordinators. The Health Cloud data model for appointments enables you to work with multiple source systems operating on different electronic health record platforms. -
Intelligent Document Automation
Use the Intelligent Document Automation data objects to simplify the document management process, reduce manual data entry, and get patients the right care and services faster by managing patient and member forms all in one place, from intake through processing. -
Intelligent Sales
Help your sales team plan and execute sales visits and manage field inventory with Intelligent Sales for Health Cloud. -
Medication Management
The Medication Management data model provides objects to enable providers, care coordinators, and clinicians to perform a medication reconciliation and medication therapy review of their patients’ medication regimen. The data model provides objects for managing information on medication reconciliations, medication recommendations, and comprehensive and targeted medication reviews conducted for patients. -
Provider Network Management
Provider Network Management allows health insurance companies to bring providers into their network and helps members or patients find care that fits their needs. It provides objects for managing provider networks and contract payment agreement terms. -
Provider Relationship Management
Use the Health Cloud Provider Relationship Management data model along with standard Salesforce objects to manage your provider relationships. -
Remote Monitoring and Device Registration
The remote monitoring and device registration data model provides objects for managing data collected from devices issued to patients or program members, such as smart watches and heart monitors. -
Social Determinants
The social determinants data model represents the barriers, health determinants, and interventions for a patient or member. Available in API version 45.0 and later. -
Unified Health Scoring
The Unified Health Scoring data model provides three objects, three tooling APIs, and a metadata type with two subtypes. Use these objects to implement the feature in your Health Cloud org. -
Utilization Management
Utilization Management (UM) is a health insurance plan's process of interfacing with plan members and contracted medical providers to interpret, administer, and explain the medical policies of the health plan. Health Cloud provides objects you can use to review and evaluate medical care services, communicate about clinical policies, and help health plan members ensure they receive the right care in the right setting at the right time.