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Salesforce Health
Cloud Accredited
Professional Exam
(WI25)
Version: Demo
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Question #:1
A MedTech company needs to manage its run rare business to ensure contract compliance for its customers. 
Which two features of Health Cloud should a consultant recommend the company use?
Choose 2 answers
MedTech Accelerator
Advanced Account Forecasting
Sales Agreements
Remote Device Monitoring
Answer: A C
Explanation
For managing the MedTech company’s business operations and ensuring contract compliance, MedTech 
Accelerator and Sales Agreements are the most relevant Health Cloud features.
Purpose:
Provides industry-specific templates and configurations tailored for MedTech companies to 
manage complex processes such as equipment tracking, service level agreements (SLAs), and 
customer contract compliance.
Capabilities:
Tracks customer contracts and ensures compliance with regulatory and operational requirements.
Helps streamline processes like inventory management and maintenance scheduling.
Purpose:
Enables companies to define, track, and manage agreements with customers, including product 
quantities, pricing, and timelines.
Capabilities:
Tracks fulfillment against agreements to ensure compliance with contractual obligations.
Provides visibility into sales performance and adherence to commitments, reducing risks of non-
compliance.
Advanced Account Forecasting (Option B):
Focused on revenue prediction and quota management rather than contract compliance.
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Remote Device Monitoring (Option D):
While relevant to device tracking, it does not address contract compliance or business process 
management.
1. MedTech Accelerator (Option A):2. Sales Agreements (Option C):Other Options:References:
MedTech Accelerator Overview
Sales Agreements in Salesforce
Question #:2
A payer is looking to optimize the workflow for its call center, which focuses primarily on members calling to 
check on the status of their prior authorization requests.
How should a consultant conduct discovery to define a workflow for these call center users?
Identify personas and ask their to walk through a day in their life, taking notes and identifying 
opportunities for optimization.
Build a proof of concept to present to the client and ask them for feedback.
Research Industry trends and develop a point of view, then present it to the customer for validation.
Use work from another project to Inform the discovery, then review It with the IT department.
Answer: A
Explanation
To optimize workflows for a payer’s call center, conducting a discovery phase requires identifying key pain 
points, inefficiencies, and opportunities.
Identify Personas and Walk Through a Day in Their Life:
Engage call center agents and supervisors who handle prior authorization requests and ask them 
to describe their daily processes, challenges, and tools used.
Take detailed notes to map out existing workflows and pinpoint inefficiencies. This approach 
provides insights into real-world challenges, helping to design tailored workflows that address 
bottlenecks.
Why Other Options Are Incorrect:
B. Build a proof of concept to present to the client and ask them for feedback:Building a proof of 
concept comes later, after completing discovery and requirements gathering.
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C. Research industry trends and develop a point of view, then present it to the customer for 
validation:While understanding industry trends is useful, presenting pre-determined workflows without 
first understanding the customer’s specific needs risks misalignment.
D. Use work from another project to inform the discovery, then review it with the IT department:
Reusing workflows from another project may not address the unique needs of this customer’s call 
center processes.
References:
Salesforce Health Cloud Use Case Discovery Best Practices
Administer Health Cloud
Question #:3
What are three requirements for implementing patients or members in Health Cloud?
Choose 3 answers
Ensure the Parent Contact object is blank.
Ensure the Parent Account field is blank.
Ensure the Account is the Parent to Household Accounts.
Ensure the Person Account object is used.
Ensure 1-to-1 Account to Contact relationship.
Answer: C D E
Explanation
Implementing patients or members in Health Cloud requires careful configuration to accurately represent 
individual relationships and household structures.
1. Ensure the Account is the Parent to Household Accounts (Answer C):
Purpose: In Health Cloud, modeling household relationships is essential for understanding the familial 
and support networks of patients. By setting the Account as the parent to Household Accounts, you can 
effectively represent and manage these relationships.
Implementation Steps:
Create a Household Account to represent the family or support group.
Associate individual Person Accounts (patients) as members of this Household Account.
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Use the to visualize and manage these relationships.Account Hierarchy
Question #:4
Bloomington Caregivers wants to ensure it maintains the privacy of its users' data by enabling data protection 
details for leads, contacts, and person accounts during the initial Health Cloud install and configuration.
Which entity should the administrator enable within Data Protection and Privacy for Health Cloud to work in 
this scenario?
Fields
Objects
Tasks
Records
Answer: B
Explanation
To ensure data privacy and protection for leads, contacts, and person accounts during the initial setup of 
Health Cloud, the administrator should enable Data Protection and Privacy at the object level. This 
configuration allows Health Cloud to manage privacy-related fields and processes for these entities.
Key Features:
Object-Level Privacy Settings: Enables data protection measures such as tracking consent and 
managing privacy preferences.
Applicable Entities: Specifically supports leads, contacts, and person accounts, aligning with patient 
data management needs.
Compliance: Ensures compliance with regulations like HIPAA by embedding privacy measures into the 
core data model.
Why Other Options Are Incorrect:
A. Fields: Field-level protection alone does not enable comprehensive privacy management for leads, 
contacts, and person accounts.
C. Tasks: Task privacy is not relevant for this scenario.
D. Records: While data protection applies to records, configuration is done at the object level for 
consistency across entities.
References:
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Data Protection and Privacy in Health Cloud
HIPAA Compliance with Health Cloud
Question #:5
A medical device organization needs to track account information and its geographical details to provide 
information to representatives onsite. Which three objects support this scenario?
Choose 3 answer
Location
Healthcare Facility
Facility Address
Clinic Location
Account
Answer: A B C
Explanation
To track account information and its geographical details, the following objects in Salesforce Health Cloud 
support the scenario:
Location:
Represents the physical location of a healthcare facility, such as a hospital or clinic.
Tracks details like address, contact information, and geocoordinates for mapping purposes.
Facilitates integration with tools for location-based services or routing.
Healthcare Facility:
Represents the organizational entity (e.g., hospital, clinic, or medical practice).
Stores information about the type of facility, services offered, and affiliations with healthcare 
networks.
Facility Address:
Stores detailed address information specific to a healthcare facility.
Enables differentiation between multiple addresses for the same facility, such as billing and 
physical addresses.
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Why Not the Other Options?
D. Clinic Location: This object is not part of Health Cloud's standard data model.
E. Account: While Account is central to tracking organization details, it does not specifically address 
geographical details.
Use Case Implementation: By combining Location, Healthcare Facility, and Facility Address objects, 
organizations can provide comprehensive geographical and organizational data to representatives, enabling 
efficient onsite operations.
References:
Health Cloud Data Model Documentation
Geolocation Features in Salesforce
Question #:6
Bloomington Caregivers is implementing Health Cloud to reduce manual processes for its Contact Center 
agents. To help streamline caller authentication, the company plans to leverage out-of-the-box Health Cloud 
features.
Which Health Cloud feature should a consultant recommend the company use in this scenario?
Identity Verification Flow Templates
Reusable Verification FlexCards
Customer Identity OmniScript Templates
Verify Customer Identity Process Flow
Answer: D
Explanation
To streamline caller authentication and reduce manual processes for Contact Center agents, Bloomington 
Caregivers can utilize the "Verify Customer Identity Process Flow" feature in Salesforce Health Cloud.
Verify Customer Identity Process Flow:
This out-of-the-box feature enables agents to verify a caller’s identity before processing requests involving 
sensitive information, ensuring compliance with regulations such as HIPAA.
Salesforce
Key Components:
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Identity Verification Flow: A guided process that prompts agents to ask callers specific verification 
questions, such as date of birth, address, or other identifying information. This ensures that only 
authorized individuals access sensitive health information.
Salesforce
Utility Bar Integration: The verification flow can be embedded in the utility bar of the Health Cloud 
console, providing agents with quick access during calls. This integration streamlines the verification 
process, reducing the time and effort required for authentication.
Salesforce
Implementation Steps:
Customize Verification Questions: Administrators can tailor the verification questions to align with 
organizational policies and the types of information available in patient records. This customization 
ensures that the verification process is both effective and relevant.
Salesforce
Embed the Verification Flow: Add the Verify Caller Identity flow to the utility bar or relevant record 
pages within the Health Cloud console. This placement allows agents to initiate the verification process 
seamlessly during interactions with callers.
Salesforce
Agent Training: Provide training to Contact Center agents on using the verification process flow, 
emphasizing the importance of verifying caller identity to protect personal health information and 
comply with regulatory requirements.
Benefits:
Enhanced Security: Ensures that sensitive health information is disclosed only to verified individuals, 
protecting patient privacy.
Regulatory Compliance: Assists in adhering to healthcare regulations, such as HIPAA, by 
implementing standardized verification procedures.
Operational Efficiency: Reduces manual verification processes, allowing agents to focus on providing 
quality service to callers.
By implementing the Verify Customer Identity Process Flow, Bloomington Caregivers can enhance the 
security and efficiency of their Contact Center operations, ensuring that patient information is handled with 
the utmost care and in compliance with regulatory standards.
References:
Verify the Caller
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Protect Health Information by Verifying Caller Identity
Question #:7
A pharma company runs personalized medicine programs and needs the ability to coordinate various steps 
involved in the process, like apheresis and infusion, Which Health Cloud capability should help the company 
with this program?
Intelligent Document Automation
Intelligent Sales
Integrated Care Management
Advanced Therapy Management
Answer: D
Explanation
The pharma company needs to coordinate complex, multistep processes involved in personalized medicine 
programs, such as apheresis and infusion. Advanced Therapy Management (ATM) in Salesforce Health Cloud 
is specifically designed to address such requirements.
Orchestrating Complex Workflows:
ATM enables organizations to manage and automate end-to-end workflows for advanced 
therapies, including CAR-T cell therapies and other personalized medicine programs.
Tracking Key Steps:
Tracks all critical steps in the patient’s therapy journey, such as cell collection (apheresis), 
manufacturing, shipping, and infusion back into the patient.
Collaboration Across Stakeholders:
Facilitates real-time communication and collaboration among healthcare providers, 
manufacturers, and logistics partners.
End-to-End Visibility:
Provides a holistic view of the therapy process, ensuring transparency and reducing delays.
Compliance with Regulations:
Ensures that all data is tracked and managed securely, supporting compliance with healthcare 
regulations like HIPAA and GDPR.
Patient-Centric Care:
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Enables personalized tracking and reporting to deliver better patient outcomes.
Features of Advanced Therapy Management:Benefits for Personalized Medicine Programs:References:
Advanced Therapy Management Overview
Salesforce Health Cloud Use Cases
Question #:8
A provider system wants to leverage Health Cloud to enable its care providers to conduct video visits with 
their patients to discuss socioeconomic factors that impact their care.
Which capability should a consultant recommend for this use case?
Intelligent Appointment Management
Telehealth
Virtual Care
Integrated Care Management
Answer: C
Explanation
The Virtual Care capability in Salesforce Health Cloud enables care providers to conduct video consultations 
with patients. This functionality is specifically designed to facilitate telemedicine appointments, including 
addressing social determinants of health (SDOH) that may impact patient care.
Key Features of Virtual Care:
Video Visits: Supports secure and HIPAA-compliant video calls between providers and patients.
Integration with CarePlans: Allows discussions of SDOH within the context of the patient’s care plan, 
promoting holistic care.
Scheduling and Notifications: Integrates with scheduling systems to set up and notify patients of video 
appointments.
Why Other Options Are Incorrect:
Intelligent Appointment Management: Focuses on optimizing in-person appointment scheduling rather 
than telehealth services.
Telehealth: While closely related, the specific Salesforce Health Cloud term for video consultations is 
"Virtual Care."
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Integrated Care Management: Manages care plans and tasks but does not directly address video 
consultations.
References:
Virtual Care Overview
Question #:9
A MedTech customer is looking to track surgical case visits for reps to sell their products, leveraging 
Intelligent Sales.
Which object should a consultant configure to track this visit type?
Location
Work Type
Visit
Action Plan
Answer: C
Explanation
In Salesforce Health Cloud's Intelligent Sales module, the Visit object is specifically designed to track field 
representatives' interactions, such as surgical case visits, with healthcare providers. Configuring this object 
enables MedTech companies to monitor and manage their sales activities effectively.
Understanding the Visit Object:
Purpose: The Visit object captures essential information about a sales representative's engagement at a 
healthcare facility, including details like the associated account, visit timings, status, and outcomes.
Key Fields:
AccountId: References the healthcare facility associated with the visit.
PlannedVisitStartTime / PlannedVisitEndTime: Denote the scheduled start and end times of the 
visit.
ActualVisitStartTime / ActualVisitEndTime: Record the actual start and end times when the visit 
occurs.
Status: Indicates the current state of the visit, such as Planned, InProgress, Completed, or 
Abandoned.
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VisitorId: Identifies the sales representative conducting the visit.
Implementation Steps:
Configure the Visit Object:
Ensure that the Visit object is enabled and accessible within your Salesforce Health Cloud 
instance.
Customize the object as needed to align with your organization's specific tracking requirements.
Set Up Related Records:
Accounts: Create records for healthcare facilities where visits will occur.
Contacts: Add contacts for individuals at these facilities involved in the visits.
Schedule and Manage Visits:
Utilize the Visit object to plan and record details of surgical case visits.
Monitor visit statuses and outcomes to assess sales activities and effectiveness.
References:
Visit Object Details: For comprehensive information on the Visit object and its fields, refer to the 
Salesforce Health Cloud Developer Guide: Visit | Salesforce Health Cloud Developer Guide
Intelligent Sales Overview: To understand how the Visit object integrates within the Intelligent Sales 
framework, consult the Salesforce Help documentation: Use Intelligent Sales
Conclusion:
By configuring the Visit object, MedTech companies can effectively track and manage surgical case visits, 
providing valuable insights into sales activities and facilitating better coordination between sales 
representatives and healthcare providers.
Question #:10
During a design session, the client asks for best practices around when to use DataRaptors vs. Integration 
Procedures.
For which scenario should a consultant advise the client to use a single DataRaptor?
The dataset squired needs to read two SObjects with a clearly defined
relationship. B. Q The action must perform a SendMail task and check for any errors.
The task requires both a read and write of SObject data.
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D. The dataset requires connecting to an external data source, such as CSV or REST API,
Answer: A
Explanation
In Salesforce OmniStudio, and are both tools designed to handle data DataRaptors Integration Procedures
operations, but they serve different purposes and are suited to distinct scenarios.
DataRaptors:
DataRaptors are declarative tools used to extract, transform, and load data to and from Salesforce objects. 
They are ideal for straightforward data operations involving a limited number of objects.
Integration Procedures:
Integration Procedures are server-side processes that execute multiple actions in a single server call. They are 
designed for complex data operations, especially those involving multiple data sources or requiring 
orchestration of various steps.
Scenario Analysis:
Option A: The dataset required needs to read two SObjects with a clearly defined relationship.
Approach: A single DataRaptor Extract can efficiently handle this scenario by utilizing 
relationship queries to retrieve data from two related SObjects. DataRaptors support extracting 
data from multiple objects, provided there is a defined relationship between them, such as a 
parent-child relationship.
Option B: The action must perform a SendMail task and check for any errors.
Approach: This scenario involves sending an email and handling error checking, which goes 
beyond simple data extraction or loading. An Integration Procedure would be more appropriate 
here, as it can orchestrate multiple actions, including sending emails and managing error handling.
Option C: The task requires both a read and write of SObject data.
Approach: While DataRaptors can perform both read (Extract) and write (Load) operations, if 
the task involves complex logic or multiple steps, an Integration Procedure might be more 
suitable to manage the orchestration of these actions.
Option D: The dataset requires connecting to an external data source, such as CSV or REST API.
Approach: Connecting to external data sources typically requires capabilities beyond 
DataRaptors. Integration Procedures can handle REST API calls and integrate external data, 
making them the appropriate choice for this scenario.
Best Practices:
Use DataRaptors When:
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You need to perform simple CRUD operations on Salesforce data.
The data operations involve a limited number of related objects.
Minimal transformation or processing logic is required.
Use Integration Procedures When:
The process involves multiple steps or complex logic.
You need to integrate with external systems or APIs.
Error handling and conditional processing are necessary.
References:
**OmniStudio
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