Life Sciences Cloud Standard Invocable Actions

Use the standard invocable actions available with Life Sciences Cloud to streamline the process of enrolling participants in clinical trials.

  • Assign Candidate to Research Study Group Action

    Assign candidates, enrolled in the clinical trials through randomization to research study comparison groups.

  • Build Product Territory Detailed Availability Action

    Build Product Territory Detailed Availability records using existing Product Territory Availability records.

  • Clone Activity Plan And Territories Action

    Clones Activity Plan records and associates them with specified territories.

  • Evaluate Access Action

    Evaluates a specified access check (user permission) against the current security context and returns whether the running user has the requested permission.

  • Generate Research Study Blocks Action

    Generate research study randomization block records to link each block with a specific research study comparison group by using the randomization process.

  • Get Context Data Action

    Retrieves the context data that is passed as an input to a prompt template that generates a summary of the data.

  • Get Life Sciences Configuration Field Names and Values

    Gets key-value pairs of field names and their values for Life Sciences configuration records of a given category.

  • Get Qualified Products Action

    Retrieves the PricebookEntry IDs for products that a user is authorized to use for a given account and territories. When productPurpose isn’t specified, the action defaults to Quote. Allowed purpose values are Quote, Visit, and Order.

  • Process Criteria Matching Response

    Parses a GPT-generated JSON response to evaluate each inclusion and exclusion criterion for a given Research Study Candidate, determining whether each criterion is matched or not. This action stores the GPT response in the Care Program Enrollment Evaluation Result entity and computes the number of matched inclusion criteria and exclusion criteria, returning these counts as output.

  • Serialize Hierarchical Context Data

    Serializes the hierarchical context data from the Apex embeddedai__RecordApexRepresentation records that are passed as input to a prompt template that generates a summary of the data.

  • Set Life Sciences Quote Document Defaults Action

    Sets default attributes on document recipients for a specified quote document based on its attached Lightning flexipage layout.

  • Share Quote Based on Account Action

    Synchronizes Quote sharing with Account sharing by querying AccountShare records for the specified Quote account ID and upserting the corresponding QuoteShare records.