Medical Insights Intelligence

Medical Insights Intelligence is a platform-native package for capturing Medical Insight dictations in Agentforce for Life Sciences and creating standard insight tags.

This package is intentionally lean:

• No Apex classes
• No custom objects
• No custom fields
• Uses only standard objects, flows, GenAI function metadata, layouts, and permission sets

What It Does

When an Agentforce action calls MI_Capture_Medical_Insight, the flow MI_Capture_Insight_Fast:

• Creates the MedicalInsight record quickly
• Links matching Account, Product2, and Subject records through standard junctions
• Supports up to 3 matches each for Account/Product/Subject inputs
• Enforces a hard cap of 8 total links per insight for predictable performance
• Uses active Subject records only
• Falls back to Subject = Other (if present and active) when no subject match is found
• Truncates long content safely and stores full text in Notes when needed
• Returns a status payload to Agentforce immediately

Package Contents

• Flow: MI_Capture_Insight_Fast
• GenAI Function: MI_Capture_Medical_Insight (invokes the flow)
• GenAI Plugin: Insight_Log_Helper_MSL
• Permission Sets:
  • Medical Insights - MSL User
• Medical Insight layout (optimized for dictation review + related lists)

Required Standard Objects

• MedicalInsight
• Subject
• SubjectAssignment
• MedicalInsightProduct
• MedicalInsightAccount
• Product2
• Account

Compatibility note:

• The flow only writes portable SubjectAssignment fields: Name, AssignmentId, and SubjectId.
• It intentionally does not use org-variant fields such as IsHostSubject, which are not available in every target Life Sciences / Health Cloud org.

Admin Quick Start

Use the full install sequence in docs/INSTALLATION_GUIDE.md.

Short version for first-time setup:

1. Install package.
2. Assign permission sets:
   • Field medical users: Medical Insights - MSL User
3. Ensure active Subject records exist for your taxonomy, including an active Other record for fallback.
4. Configure your Agentforce action to call MI_Capture_Medical_Insight.
5. Test with one dictation and verify account/product/subject related lists populate.

Field User Experience

After admin setup, field medical users do not need a separate guide:

• User dictates insight in Agentforce
• Agent calls MI_Capture_Medical_Insight
• Insight is created and tagged
• User can open the Medical Insight record and review linked account/product/subject + notes

Packaging Validation

Run these before a release candidate:

./scripts/packaging/preflight.sh
./scripts/packaging/preflight.sh --target-org <org-alias>
./scripts/packaging/build-and-validate.sh --target-org <org-alias>

See docs/SALESFORCE_LABS_PACKAGING.md for the full Labs checklist.