What is Salesforce Health Cloud?
Salesforce Health Cloud is a cloud-based platform designed specifically for the healthcare industry. It provides healthcare organizations with a unified view of patient data, enabling them to deliver more personalized and connected care.
The platform integrates data from various sources, including electronic health records (EHRs), wearables, and patient interactions, offering a 360-degree view of each patient’s health journey.
Top features of Salesforce Health Cloud
Salesforce Health Cloud is a rethink of how healthcare should feel. It takes the fragmented, frustrating parts of healthcare operations and dares to imagine them seamless, human, and (yes) even a little bit delightful. Let’s unpack some of its smartest moves.
1. Data Cloud for Health: the power of a single patient profile
One of the biggest technical barriers in healthcare has always been fragmented data. Salesforce Health Cloud tackles this by integrating clinical data, claims, demographics, behavioural, and even social determinants of health into a unified patient profile. Thanks to FHIR-compliant APIs and pre-built healthcare data models, teams get real-time access to comprehensive insights — without the need for heavy coding or complex integrations. It’s a crucial step towards truly informed, whole-person care.
2. Integrated Care Management: dynamic, data-driven care plans
Care management in Salesforce Health Cloud uses flexible care plan frameworks that align with industry guidelines and also adapts to patient-specific assessments and social factors. Automated triggers and intelligent task assignment help care teams prioritise interventions, close gaps, and monitor outcomes continuously. The platform makes sure no patient falls through the cracks — and that care evolves as they do.
3. Crisis Support and Behavioural Health: empathy, engineered
For behavioural health and crisis interventions, speed and empathy are everything. Salesforce Health Cloud equips crisis centres with optimised workflows for urgent triage, automated escalations, and instant access to critical patient data. This ensures fast, safe responses while maintaining continuity of care. It can turn operational efficiency into life-saving responsiveness.
4. Intelligent Appointment Management: precision scheduling
No-shows and scheduling conflicts cost both time and trust. Salesforce Health Cloud addresses this with intelligent, rule-based scheduling tools that support agent-assisted bookings, waitlists, and complex scenarios like multi-participant appointments. By integrating scheduling data with patient records, it enables predictive slot management and helps reduce gaps in care delivery.
5. Home Health: the future of remote care
Home health is becoming an expectation. Salesforce Health Cloud supports remote care delivery with automated scheduling workflows, integrated medication tracking, and caregiver slot broadcasting. The platform empowers care teams to manage home visits as efficiently as in-clinic appointments, ensuring that quality of care doesn’t stop at the hospital doors.
6. Contact Center for Health: smarter conversations, faster resolutions
Health isn’t a 9-to-5 business. Using an out-of-the-box, compliant console application, Salesforce Health Cloud unifies patient interactions across channels — voice, chat, email — and integrates them directly with health records and care plans. This means agents work with complete context, improving first-contact resolution rates and personalising every patient conversation.
7. Provider Relationship and Network Management: streamlined partnerships
Managing provider networks can be a logistical challenge. Salesforce Health Cloud simplifies this with tools to manage recruiting, credentialing, contracting, and referrals in one place. Automated workflows and self-service capabilities reduce administrative overhead and strengthen provider relationships, ensuring patients are always matched with the right care.
8. Utilisation Management: speedier decisions, less bureaucracy
No one benefits from endless approval loops. Salesforce Health Cloud cuts through red tape by streamlining prior authorisations, appeals, and grievances. It even offers intelligent recommendations, helping teams make faster decisions that keep care moving.
How to get started with Salesforce Health Cloud
Here’s a practical path to get there.
1. Define your priorities: start with the problems you actually need to solve
Before you even think about technical configurations, zoom out. Are you trying to reduce appointment no-shows? Improve care coordination across departments? Bring home healthcare to the forefront? Salesforce Health Cloud can do a lot, but your success starts by getting clear on which fires you need to put out first — and which long-term goals you want to achieve.
2. Map your data ecosystem: understand what you’re working with
Salesforce Health Cloud’s strength is in unifying data, but first, you need to know where your data lives. Map your electronic health records (EHR), claims data, patient interactions, and external sources like wearables or third-party apps. The goal here is to prepare for clean integrations and ensure data flows smoothly into the Health Cloud environment.
3. Get specialist support: don’t go for it alone
Here’s where many teams go off track. Salesforce Health Cloud is powerful, but its potential hinges on smart implementation — and that’s where experienced specialists make all the difference. A Salesforce-certified partner, like Near Partner, can tailor the platform to your specific processes, avoid common pitfalls, and accelerate your rollout
4. Pilot, test, and refine: real-world testing matters
Once your systems are connected and workflows are designed, start with a controlled rollout. Test real-world scenarios: scheduling complexities, crisis support responsiveness, home health integrations. Gather feedback from care teams and operational staff early. Small iterations at this stage will avoid major headaches later.
5. Focus on adoption and culture: technology alone isn’t enough
Even the smartest platform fails without adoption. Invest time in training and change management. Help teams see how Salesforce Health Cloud simplifies their day-to-day, and involve them in shaping workflows. A culture of digital-first, patient-centric care is what ultimately makes the system work in practice.
We love success stories: EZFY
Ezfy is a fast-growing healthcare provider working with pharmacies to support patients with chronic and high-risk conditions. As they expanded, they faced a harsh reality — manual processes and scattered data were holding them back.
Ezfy’s growth was exciting, but it brought major operational risks including manual patient tracking, scattered communication between pharmacies and Ezfy, limited visibility over patient journeys and no real-time updates, meaning critical moments could be missed.
Here’s how we helped:
- Centralized, real-time patient monitoring. One place to see every patient’s journey, in real time, without data silos.
- Seamless collaboration with pharmacies. Pharmacies gained direct access to the tools and insights they need to engage patients, manage medications, and coordinate interventions smoothly.
- Automated critical workflows. From enrolment to follow-ups, tasks that once took hours now happen automatically — reducing errors and freeing up time for genuine patient care.
- User-friendly interfaces for on-the-ground teams. Field teams work better with tools built for them. Updates, tracking, and patient status checks are fast and effortless.
- Future-proof scalability. The system is ready for tomorrow’s growth, new partners, and evolving patient needs.
This resulted in faster onboarding for pharmacies and partners, full visibility across every patient journey, and tighter coordination. It also enabled timely, proactive patient support that prevents gaps in care. They are also better equipped to scale as the network grows.
With Near Partner by their side, Ezfy turned operational complexity into clarity — and patient care into a proactive, data-driven experience.
Deliver excellence in healthcare with Salesforce Health Cloud
The Salesforce Health Cloud brings real, human connection back into healthcare processes. It bridges the gap between patients and healthcare teams, making interactions feel less like transactions and more like genuine care. It helps healthcare providers move faster, smarter, and with a system architecture that’s actually designed to be used — not fought against.
Still wondering if Salesforce Health Cloud fits your needs? At Near Partner, we’ve helped plenty of healthcare teams figure out exactly that. Whether you’re ready to start mapping out your next steps or you’re just exploring possibilities, we’re here to help you make sense of the options — and spot the blind spots you might not even know you have. Just reach out and send us your questions!
