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Site Management (Pilot)

The site management data model helps life sciences organizations identify suitable sites for conducting research studies. Study managers can search for the sites and investigators using the Criteria-Based Search and Filter, and send them assessments. From the assessment responses, study managers can assign scores to the sites, investigators, and their responses. They can also tag the sites and investigators for future site selection efforts.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Life Sciences or Health Cloud


The site management objects are available in API version 62.0 and later.

Site Management object relationship diagram

Site Management is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.

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