Case studies
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Explore Salesforce projects across integration, testing and automation.
18 case studies · 2026
Life Sciences case studies
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Unifying B2B and Patient Engagement in Life Sciences
We deployed a single Salesforce Life Sciences Cloud architecture to manage both healthcare professional (HCP) outreach and direct-to-patient clinical journeys.
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Modernizing B2B Engagement in Life Sciences
Explore how we built a unified, compliant, and insight-driven platform to engage healthcare professionals, hospitals, and clinical sites using Salesforce Life Sciences Cloud.
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Streamlining Field Operations & Account Alignment
Disjointed territories and misaligned accounts slow down sales teams. Discover how we built auto-mapping territory models to ensure targeted, compliant HCP engagement.
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Enforcing Compliance in Product Portfolios
Non-compliant product promotion can create heavy regulatory risks. Discover how we built automated restriction rules to ensure reps only discuss approved offerings with each HCP.
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Controlling Sample Distribution with Limit Enforcement
Without strict oversight, pharmaceutical sample distribution can become uncontrolled and non-compliant. Learn how we built automated approval workflows to bring absolute traceability to stock management.
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Unifying the 360° HCP View
Scattered data forces field reps to navigate multiple screens, slowing down productivity. Discover how we consolidated provider data into a single, actionable profile.
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Unifying Prescription History with Data 360
Fragmented prescribing data limits visibility into HCP behaviors. Discover how we used Data Cloud to consolidate external data sources and drive highly personalized engagement.
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Powering Field Visits with Agentforce AI
Generic outreach leads to missed opportunities. See how we deployed Agentforce AI to deliver real-time insights and next best actions directly to field reps.
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Accelerating Trials with AI-Assisted Start-Ups
Manual protocol data entry causes significant delays in clinical research. Discover how we deployed AI to automatically extract key information and accelerate study start-ups.
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Streamlining Clinical Trial Site Activation
Tracking and assessing trial sites is a major bottleneck for Sponsors and CROs. Learn how we built a centralized hub to seamlessly evaluate, onboard, and activate locations.
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Centralizing Multi-Site Trial Oversight
Leadership often lacks a consolidated view of study health across multiple clinical sites. Discover how we built real-time dashboards to provide a portfolio-wide view of trial performance and enrollment.
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Direct Patient & Trial Participant Engagement
Providing a compliant, well-supported journey for trial participants is critical from first screening to treatment access. Discover how we unified the B2C patient experience.
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Accelerating Patient Recruitment & Screening
Finding qualified trial participants and auditing eligibility decisions is notoriously slow. See how we built structured screening workflows to ensure only the right candidates progress.
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Streamlining Informed Consent Tracking
Manual consent tracking creates immense regulatory risk. See how we centralized consent documentation in Salesforce to ensure complete traceability throughout the clinical trial.
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Automating Clinical Trial Randomization
Assigning trial participants to treatment groups requires strict adherence to study design. Learn how we built controlled randomization workflows to accurately assign qualified participants.
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Managing Study Visits & Safety Signals
Coordinators must keep every clinical visit strictly on protocol while acting quickly on any safety signals. Discover how we built centralized tracking for study visits and adverse events.
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Unifying Patient Support Enrollment
Managing support services outside the core CRM fragments the patient experience. See how we centralized care program enrollment and consent tracking.
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Streamlining Benefits & Financial Assistance
Coverage questions and financial barriers frequently delay patient access to critical therapies. See how we centralized benefit verification workflows to accelerate treatment.
7 case studies
Browse our case studies
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Omnistudio Insurance Agent/Broker On-Boarding
PDF · 646 KB Download -
Omnistudio Insurance/Health Case Creation Form
PDF · 1.4 MB Download -
Omnistudio API Integration With External Application
PDF · 728 KB Download -
Omnistudio Integration With Survey Monkey
PDF · 773 KB Download -
Selenium Testing Automation For Vlocity Solutions
PDF · 1006 KB Download -
Email Automation With Updated Documents To Opportunity Related Contact
PDF · 166 KB Download -
Automation To Associate New Contactinfo On A Child Account to All Accounts In An Account Hierarchy Model
PDF · 156 KB Download
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