Where Do I Start with Health Cloud?

The landscape of the healthcare industry is as varied and unique as the people that your company cares for. Are you an admin for a payer organizer and want to give your call center agents powerful tools to help your members? Or do you work for a provider organization and plan to set up the Health Cloud console to help your care coordinators manage patient care? You might even be an admin for a medtech company looking to set up tools to streamline field inventory management and increase medical device sales. But where do you begin with your Health Cloud implementation?

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


Setting up a Health Cloud is no small task! And with the abundance of information that’s available, finding the right resources isn’t always easy. Your head is likely swimming with questions. How do I set up patients and members? How do I customize the Health Cloud console?

The solution: landing pages.

Landing pages act like a compass pointing you to the resources that help you to learn about an area within Health Cloud. A landing page is a comprehensive table with assets that help you to understand and set up a feature area. Whether you’re using Health Cloud for the first time or you just want to refresh your memory, landing pages are your best friend.

If you’re new to Health Cloud, start with the landing page for the area of healthcare that your company operates within. We have big-picture landing pages that are targeted to your area of healthcare whether you’re a provider, payer, life sciences, or medtech company. We also have focused landing pages for the major feature areas of Health Cloud.

Meet Maya Ray—a Salesforce admin for Bloomington Healthcare. She’s setting up Health Cloud so that her care coordinators can provide outstanding patient care. First, she looks at the Get to Know Health Cloud for Providers landing page to get an overview of Health Cloud and an idea of what features are available to Bloomington Healthcare. She wants to understand how care plans work in Health Cloud so she can customize the feature to fit the way her organization works. From the provider landing page, she can find the care plans page and open it. The care plans page helps her learn about the data model, take Trailhead modules, and find Help topics that help her to set up care plans in her org.

Maya knows that she can search Salesforce Help to find landing pages for other Health Cloud features that she wants to set up. With landing pages, Maya finds it so much easier to do her job!