Phil's Salesforce Tip of the Week

North Africa Dreamin – Phil’s Tip of the Week #502

Welcome to Phil’s Salesforce Tip of the Week #502


Tip 1 – North Africa Dreamin

North Africa Dreamin

One of my favourite Salesforce events was my visit to North Africa Dreamin before ‘you know what’ happened.

If you fancy a visit to Morocco click here for details.

And if you have a session at North Africa Dreamin you would like to deliver then why not click here?







Tip 2 – The Big Sleep

Welcome to the bumper edition of Release Notes! 574 pages of updates and features to wow you, or help you sleep 🙂

Look out for our highlights post coming soon!







Tip 3 – To Have and Have Not

The ‘must have’ book of the year…

Congratulations to Melissa Hill Dees on her new book – Accelerating Nonprofit Impact with Salesforce.

We work with lots of nonprofit organisations, but there is still lots to learn from experts like Melissa, so I am looking forward to the read!






Final Tip Of The Week – Sign Up

Remember if you have enjoyed this Tip of the Week then sign up for the weekly Friday email, direct to your inbox here. And feel free to get in touch if you have any ideas for future Salesforce tips!


A Dive into Salesforce Health Cloud

Salesforce Health Cloud recently popped up on my radar because it relates to some recent work that many of the Cloud Galacticos have been doing with healthcare customers. After seeing the great work they had been doing with Health Cloud, I decided to dive in and learn more.

As usual, my first port of call was Trailhead, where I found a really useful trail to introduce the features of Health Cloud and a light-touch introduction to customising its features to suit individual healthcare organisations. Take a look at the trail here.

In just a couple of hours, I was able to understand the main features and how to carry out basic configuration and customisation.

My main takeaways from this introduction were:

360-degree view of key patient data in a single view:

Health Cloud harnesses existing Service Cloud, Community and data-integration features to allow healthcare professionals, external service providers, patients, and domestic carers to collaborate on coordinating patient care, all in one place. This is through a specially built console,which has a handy patient card and timeline features. Users can quickly access and collaborate on important patient data from one view.

External patient data integration:

Health Cloud includes a set of useful templates for integrating external health system data into the patient record, avoiding the need to log into several different systems to understand a patient’s medical history and other key information, required for decision making.

Customisable managed package:

Although Health Cloud is a managed package, it can be easily customised to allow custom object data to be included in the patient card and timeline displays within the console view.

Patient privacy:

Health Cloud allows an administrator to take advantage of the in-built Salesforce security model and its own permission sets to ensure only data which is relevant to the user can be seen. For example a primary physician would need to see a complete medical history and prescription information for all patients in their care, whereas a domestic carer/family member might only need to see upcoming appointments and prescription pick-up tasks for just one patient.

In summary – If you have heard about Health Cloud, have Salesforce already or are considering Salesforce for your healthcare organisation, I would urge you to take a couple of hours to follow the Health Cloud trail and familiarise yourself with its features to help with the decision.

Cloud Galacticos have extensive experience in implementing and customising Health Cloud, if you would like to find out more or discuss how you could use Health Cloud in your organisation please contact us.