Managing Participant and Provider Objects in Salesforce

Managing healthcare relationships requires a clear understanding of how patients, participants, and care providers connect within your CRM. This text-based course guides you through the foundational data models used to track healthcare providers and program participants. You will learn how to structure these critical relationships to ensure seamless care coordination and accurate reporting. By mastering these core objects, you will be able to design more efficient referral pipelines and maintain high data integrity. What you will learn: Understand the foundational schema of participant and provider objects; Map complex healthcare relationships and account hierarchies; Configure referral pathways to track patient intake and provider assignments; Apply data integrity best practices to prevent duplicate records; Analyze care networks using standard Salesforce object relationships. The course begins with essential terminology and structural definitions before moving into practical configuration scenarios and data mapping exercises. This course is designed for Salesforce administrators, business analysts, and system integrators who are new to healthcare data models. No prior health-cloud experience is required, though a basic familiarity with Salesforce administration is helpful. Start building a more connected healthcare CRM today.