Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Site Management

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 Cloud

The Site Management objects are available in API version 62.0 and later.

Site Management object relationship diagram

For more details and a larger image, visit the Data Model Gallery.

To learn more about the standard objects used in this data model, refer Standard Objects.

Agentforce Life Sciences Developer Guide

Site Management