Data360MedTechSolutionKit

1. Pre-Deployment Instructions

Step 1. Salesforce Org Setup Requirements for the PulseSync App (5 min)

To support the PulseSync app, you can either create a new Salesforce Org or use an existing one, provided it includes the following features and licenses:

Requirement	Details
Licenses Required	- Data Cloud - Sales Cloud - Service Cloud - Health Cloud - Health Cloud Platform
Features Required	- Service Agent - Einstein Agent - Copilot - Prompt Builder - Agentforce Data Library - Agentforce Studio - Process Content - DocumentAI - NotebookAI

[!IMPORTANT] It is recommended to start with a brand-new environment to avoid conflicts with any previous work you may have done. A developer org can also be used.

Step 2. Salesforce CLI

• Install VSCode Download
• Install the Salesforce CLI or Verify that your installed CLI version is greater than 2.56.7 by running sf -v in a terminal.
• Open VS Code >Go To >Extensions >Search for Salesforce Extension Pack >Click Install
• Install Git(Ignore if already installed) Git
• Open VS Code >Go To Extensions >Search for Git Extension Pack >Click Install

Step 3. Enable Data Cloud.

Step	Action and Details	Images
Verify and Enable Data Cloud for Your Org	- Ensure that Data Cloud provisioning is complete before proceeding.. - To verify this, navigate to Data Cloud Setup. If provisioning is complete, the page will appear as shown. - If you see a Get Started button, click it and wait for the process to finish. - This process can take up to ten minutes.

Step 4. Enable Features In Your Environment (20 minutes)

Step	Action and Details	Images
Turn on Einstein	- Go to Setup. - In the Quick Find box, search for Einstein Setup. - Click Turn On Einstein.
Turn on Agentforce	Note: You may need to refresh the page to see the Agentforce Agents menu after turning on Einstein. - Go to Setup. - In the Quick Find box, type Agentforce Agents. - Toggle on Agentforce.
Modify the Data Cloud Architect Permission Set	- Go to Setup. - In the Quick Find box, search for and select Permission Sets. - Open the Data Cloud Architect permission set. - Click Data Cloud Data Space Management under Apps. - Click Edit, Enable the default data space, and click Save. - Confirm by clicking OK.
Assign Health Cloud Permission Set Licenses to Logged-in User	- Click on your Avatar (Profile Icon) in the top-right corner. - Select Settings (or My Settings). - In the left panel, navigate to Advanced User Details or Personal Information. - Click View next to your user details. - Scroll down to Permission Set License Assignments section. - Click Edit Assignments. - Search for Health Cloud, Health Cloud Platform licenses and Enable. - Click Save.
Enable Person Account	- Go to Setup. - Enter Person Accounts in the Quick Find box and select Person Accounts. - Review the information and steps provided on the Setup page to understand the configuration. - Turn on the Person Accounts Toggle."
Enable Notebook AI	- Go to Setup. - Search for Feature Manager and scroll down. - Enable Notebook AI.

Step 5. Base metadata deployment

1. Clone this repository:

   git clone https://git.soma.salesforce.com/gdevadoss/Data360MedTechSolutionKit.git

2. Authorize your org with the Salesforce CLI.

   Ctrl+Shift+P Select SFDX:Authorize an Org -> Select Project Default -> Enter the Org alias -> Authorize the Org.

3. Assign below Health Cloud Permission Sets to the Default User.

   sf org assign permset -n HealthCloudFoundation
   sf org assign permset -n HealthCloudUtilizationManagement
   sf org assign permset -n DiseaseSurveillance

4. Deploy the base app metadata.

   sf project deploy start -d ps-base

5. Assign Base Permission Set to Default User.

   sf org assign permset -n PulseSyncBasePS

6. Activate Standard PriceBook.

   sf apex run -f scripts/apex/activatePricebook.apex

7. Replace the Standard Price Book variable in the JSON file with the actual Standard PricebookId by following the steps below in order. *Choose PowerShell in VS code Terminal

   $pbQuery = sf data query -q "SELECT Id FROM Pricebook2 WHERE IsStandard = true AND IsActive = true LIMIT 1" --json | ConvertFrom-Json

   $STD_PB_ID = $pbQuery.result.records[0].Id

   Write-Output "Standard Price Book Id: $STD_PB_ID"

   (Get-Content data\pricebookentries.json) -replace "STANDARD_PRICEBOOK_ID", $STD_PB_ID | Set-Content data\pricebookentries.json

8. Import Sample data.

   sf data tree import -p data/plan.json

9. Enable Data Cloud Copy Field Permissions.

   sf apex run -f scripts/apex/assignCopyFieldPermissions.apex

2. Data Cloud Configuration

Step 1. Install Datakit and Deploy In Your Environment.

Step	Action and Details	Image
Install Data Kit	- Install Data Kit: sf project deploy start -d ps-datacloud - Open your org (if not already open): sf org open
Deploy Datakit Into Your Org	- Go to Setup. - Enter Data Kits in the Quick Find box. - Select Data360MedTechSolutionKit. - Click Datakit Deploy. Note: The deployment process may take approximately 25 minutes to complete. You can monitor the progress in the Deployment History section.

Step 2. Extract Source files.

Step	Action and Details	Image
Navigate to Documents folder in GitHub Repository	- Open a web browser and go to GitHub. - Once inside the repository, you will see the MedTech Documents at the root level. - Click on Pre_Implant_Report to open the file. - Click on Download to save in your system. Note: Follow the above procedure to download the following documents: Implant_Report, Call_Transcript, Post_Implant_Report, ClinicianNote_DischargeSummary, Initial_Interrogation, Last_Interrogation,Pacemaker Patient Guide,Mark_Smith_OP_Note.Ensure that all files are securely saved to your local system, as they will be required for subsequent processing and configuration steps.

Step 3. Setup Notebook AI Workspace

Step	Action and Details	Image
Notebook AI Workspace Setup	- Go to App Manager Search for Notebook AI. - Click on New Notebook. - Provide notebook name as Diagnosis. - Under Personal Library, click on the (+) icon. - Upload the following documents:     (a) Pre_Implant_Report     (b) Implant_Report     (c) Call_Transcript     (d) Post_Implant_Report     (e) ClinicianNote_DischargeSummary     (f) Initial_Interrogation     (g) Last_Interrogation

Step 4. Agentforce Data Library Setup

Step	Action and Details	Image
Agentforce Data Library Setup and Files Upload	- Go to Setup . - In QuickFind box Search and Select Agentforce Data Library. - Click New Library. - Enter the name Pacemaker Implant Guide - Click Save. -Under the Pacemaker Implant Guide library, set Data Type to Files → Click Upload Files. - Choose the Pacemaker Patient Guide.pdffile (downloaded in the previous step) → Once the upload is complete, click Done. -You can wait until the Status updates to Ready .This process may take approximately 20 minutes. Follow the steps described above to create the additional libraries: i. Create a library named Patient Clinician Discharge And Interrogation Note, set the Data Type to Files and upload the ClinicianNote_DischargeSummary.pdf file that was downloaded in the previous step. ii. Create a library named Patient OP,set the Data Type to Files and upload the Mark_Smith_OP_Note.pdf file that was downloaded in the previous step.

Step 5. Setup Document AI.

Step	Action and Details	Image
Create Document AI	- Open Data Cloud App from App launcher. - Search for and Select Process Content. - Click on Document AI. - Click on New button>>Select From a Source Object option>>Click Next. - Select an Unstructured Data Model Object as ADL_Patient_Op__dlm. - Click on Next button. - Enable toggle for PDF under Select File Types and click Next. - Select OpenAI GPT-4o option under Select a Large Language Model and click Next. - Click Add and select New. - Enter Data Lake Object Name as DAI Patient OP and API Name auto populate. - Click on Next. - Upload the file as Mark_Smith_OP_Note.PDF and select Using Auto-Extraction option and click Next. - Once field extracted then create the remaining field by referring the screenshot. - Click Add Field button enter Name and select field type as String and again click Add. - Click on Save and click on next. - Enter Document Schema Name as DIA Patient OP Schema and click on Save.
Create Search Index for Document AI	- Open Data Cloud App from App launcher. - Search for and Select Search Index>>Click New -Select Easy Setup and click Next -Select DAI Patient OP DMO and click Next -Click Save
Create Retriever for Document AI	- Open Data Cloud App from App launcher. - Search for and Select Einstein Studio >>Select Retrievers >>Click New Retriever -Select Individual Retriever and click Next -Click Data Cloud and Select default value for In which data space does the source data reside? , Select DAI Patient Op as Select a data model object,Select DAI Patient OP Search Index >>Click Next -Select All Documents and click Next -Click Field Name >> Select Direct Attribute >> Select DIA Patient OP >> Select atrialLeadModel - Click Add Field >> Add the fields by referring screnshot -Click Save Click Activate

Step 6. Upload Files for Datastreams.

Step	Action and Details	Image
Update File in Data Cloud	- Navigate to Data Cloud from the App Launcher - Go to Data Streams (sometimes under Data → Data Streams). - Click on pacemaker_iot_data where the Connection Type is set to File Upload. - Click Update File in the Data Stream interface to open the file selection dialog. - Upload the new file: - Browse and select the pacemaker_iot_data filethat was downloaded in the previous step. - Ensure the file matches the expected format (CSV, JSON, etc.). - Click Deploy. - Verify the file in the Data Stream: - Optionally, check Processing History or Deployment History to ensure the file was ingested successfully without errors.
Data Cloud Copy Field Enrichment Sync	- Go to Object Manager. - Search for and select Contact. - Click on Data Cloud Copy Field. - Select Pacemaker Patient Health Summary default - Click Start Sync**. - In the dialog box, click Start Sync. - This process can take up to 15 minutes to complete. - Click Sync History to ensure the status is Complete. Note: Ensure that the sync status for each field is verified and confirmed.
Data Cloud Related List to the Contact	- Go to Object Manager. - Search for and select Contact. - Go to the Data Cloud Related List tab. - Click New. - Under Data Cloud Object, select pacemaker_iot_data and click Next. - Keep the default values and click Next. - Change the related list label to Pacemaker IOT. - Check the Contact Layout checkbox. - Check the Add related list to users’ existing record page customizations checkbox. - Click Next.

Step 7. Refresh Data Cloud Components

Step	Action and Details	Images
Refresh Data Stream	- Go to App Launcher - Click on the Data Cloud App - Navigate to the Data Streams tab - For each data stream listed, click the downward arrow on the right-hand side of the data stream name and select Refresh Now - Wait until the status shows Success and verify the Last Processed Records - Follow above steps one by one for all Data Streams: Account_Home, Contact_Home,Case_Home, Product2_Home, Pricebook2_Home, PricebookEntry_Home, Asset_Home, Task_Home, Entitlement_Home, ServiceAppointment_Home, AllergyIntolerance_Home, CodeSet_Home, CodeSetBundle_Home, Medication_Home, PatientMedicalProcedure_Home, HealthCondition_Home,MedicationRequest_Home
Run Identity Resolution Ruleset	- Go to the Identity Resolution tab - Choose and select Unify Patient IOT Data - Click Run Ruleset
Run Calculated Insights	- Go to the Calculated Insights tab - Choose and select Pacemaker Latest Transmission - Click Publish Now - Follow the above steps to the following calculated insight : - Pacemaker Patient Health Summary - Click Run Publish Now
Publish Segment	- Go to the Segment tab. - Choose and select Anomalous Pacemaker Battery. - Click Run Publish Now

⚠️ Important Note: If you still cannot see the values under Account 360 Record page then follow the above refresh steps again in the same series.

3. Agentforce Agents Installation

Step 1. Install Agents and Activate

Step	Action and Details	Image
Agent Setup and Configuration	- Install Agents: sf project deploy start -d ps-post-pack - Assign Permission Set to the Default User: sf org assign permset -n PulseSyncCustomPS. - Activate Agent: sf agent activate --api-name Clinician_Copilot - Create Agent User: sf apex run -f scripts/apex/createAgentUser.apex - Open your org(if not already open): sf org open.
Assign User to Service Agent	- Click on Setup -Search for and Select Agentforce Agents. - Click on PulseSync Assistant - Click on Open Builder - Click on setting->Click on company field and just give one space and remove space. - Select Agent User to Service Agent User. - Click on Activate
Add Pacemaker Implant Guide Retriever	- Go to Setup → enter Prompt Builder → open Monitor Troubleshoot Support prompt template - Replace ADL_PACEMAKER_IMPLANT with a retriever:   i. Click Insert Resource → Retrievers → Configure Retrievers   ii. Select the retriever created by the ADL when you uploaded the file for Pacemaker Implant Guide(Eg:File_ADL_JYHi_Pacemaker )   iii. Under Search Text, choose Free Text → Question   iv. For Output Fields, select Chunk → Apply and Insert   v. Click Save As → Save as New Version → Activate. Note Follow the above step for adding Retriever to the below Prompt Templates: Post Implant Care,PacemakerDetailsForGuest,DeviceRegulatoryInfo,HomeMonitorSetupGuide and WarrantyDurationDetails.
Add Patient Implant Op Retriever	- Go to Setup → enter Prompt Builder → open Patient Implant Op Prompt prompt template. - Replace DAI_SI_Patient_OP_Retriever with a retriever:   i. Click Insert Resource → Retrievers → Configure Retrievers   ii. Select the retriever created manually for Document AI (Eg:DAI SI Patient OP Retriever)   ;iii. Under Search Text, choose Free Text → Id and Question.   iv. For Output Fields, select deviceModel, deviceSerial,implantSite and patientName → Apply and Insert   v. Click Save As → Save as New Version → Activate.
Add Patient Summary Retriever	- Go to Setup → Enter Prompt Builder → open Patient30DaysSummary prompt template - Click on the Apex class and verify if the Input:Id has been assigned to Account Input. - Replace DAI_PATIENT_OP with a retriever:   i. Click Insert Resource → Retrievers → Configure Retrievers   ii. Select the retriever created by the ADL when you uploaded the file for Patient OP(Eg:File_ADL_Patient_OP)   iii. Under Search Text, choose Free Text → Id. - Replace Patient_Clinician_Retriever with a retriever:   i. Click Insert Resource → Retrievers → Configure Retrievers   ii. Select the retriever created by the ADL when you uploaded the file for Patient_Clinician_Notes(Eg:File_ADL_Patient_Clinici)   iii. Under Search Text, choose Free Text → Question→ Apply and Insert   iv. Click Save As → Save as New Version → Activate
Assigning Permission to App	- Go to Setup - Search for App Manager - Click on Pulse Sync App - Click on Edit from arrow. - Click User Profiles - Search System Administrator from Available Profiles and select it and click on right arrow -> so it will be present under Selected Profiles - Click on Save
Activate Account Record Page	- Go to Setup. - In Quick Find, Search and Select Lightning App Builder. - Click on Patient Account Page from the list. - Click on Edit. - In the top-right corner, click Activate. - Click on Assign as Org Default in the popup - Click Save

4. (Optional) Deploy Service Agent on an External Website

Step 1. Embedded Service Messaging Setup and Configuration

Step	Action and Details	Image
Enable Messaging Channel	- Navigate to Setup >> Search for and Select Messaging Setting. - Toggle on Messaging.
Embedded Service Package Installation	- Install Embedded Service Package: sf project deploy start -d ps-embeddedservice.
Configure Site Setting	- In Setup, search for and select Sites and click Register My Salesforce Site Domain. - After registration, open the Embedded Service Deployment and locate the Site Endpoint that starts with ESW (ESA Web Deployment). - Click the endpoint link to open the site settings. - Under Trusted Domains for Inline Frames, click Add Domain. - Enter the same external website URL used earlier. - Click Save.
Activate Messaging Channel	- Activate Messaging Channel: sf apex run -f scripts/apex/activateMessagingChannel.apex
Publish ESA	- Click on Setup. - In Quick Find, Search and Select Embedded Service Deployments. - Click on ESA Web Deployment. - Click on 'Publish' button. - Hold for confirmation Message.
Create a New Version of Omni-Channel Flow	- Click on Setup. - Search for Flows in the Quick Find box and select it. - Open the flow Route Conversations to Agentforce Service Agents. - Deactivate the flow and open theRoute to Service Agent element. - Refresh the Service Channel by selecting a different option and then reselect Live Messaging. - Set Route To as Agentforce Service Agent and choose PulseSync Assistant. - In Fallback Queue ID, remove the existing queue and reselect the same queue. - Click Save As New Version, then click Activate.

Step 2. CORS Configuration

Step	Action and Details	Image
Configure CORS Settings	- From Setup, search for and select CORS >> click New. - Enter the external website URL. Do not include a trailing “/”. - Click New and Add. https://*.my.salesforce-scrt.com

Step 3. Trusted URL Configuration

Step	Action and Details	Image
Configure Trusted URL	- In Setup, search for Trusted URLs and select it, then click New Trusted Domain. - Enter the API Name and URL — use the same external site URL provided earlier. - Select frame-src (iframe content). - Click Save.

Step 4. Get Embedded Service Deployment Code Snippet

Step	Action and Details	Image
Script for Executing Agent in External Site	- From Setup, search for Embedded Service Deployments. - Select ESA Web Deployment, scroll down, and click Install Code Snippet. - Copy the code snippet.

Step 5. Verify the Agent on the External Website

That’s it! You’re all set. The Agentforce widget should now be visible on your external website.

5. (Optional) Setup Commerce Cloud and Experience Cloud

Step 1. Experience Cloud Setup

Step	Action and Details	Images
Enable Commerce Cloud	- From Setup, enter Commerce in the Quick Find box. - Select Settings under Commerce. - Turn on Enable Commerce.
Create a Experience Site	- From Setup, enter Digital Experiences in the Quick Find box -> Select All Sites under Digital Experiences. - Click New to open the Creation wizard with template options and Select the Commerce Store (LWR) template. - Click Get Started. - Provide Store Name as ‘PulseSync’ and ensure the URL ends with /PulseSync - Click Create. Your site will be created in Preview status.
Activate Site	- From Setup, enter Digital Experiences and select All Sites under Digital Experiences. - Click Workspaces next to PluseSync. - Select Administration. - In Settings, click Activate and confirm by clicking OK. - Your site will now be live and fully set up.
Register Site Setting	- Go to Domains from Setup under User Interface and copy the Experience Cloud Sites Domain. - Search for and Select Sites from User Interface >>Click on the Site Label for ESW Web Deployment site. - Under Trusted Domains for Inline Frames, click New. - Paste the copied domain URL and click Save.
Digital Experience	- From Setup, search for Digital Experiences and click on Settings under Digital Experiences. - Select the Allow using standard external profiles for self-registration, user creation, and login checkbox - Click Save and click OK in the dialog box.
Experience Cloud Automated Setup	- Deploy Experience cloud package sf project deploy start -d ps-pd-experience-optional - Create Experience Site User sf apex run -f scripts/apex/createSiteUser.apex
CORS Configuration	- From Setup, search for CORS and click New. - Add https://*.my.salesforce-scrt.com and Save. - From Setup, search for and select Domains under User Interface. - Copy the My Domain URL and the Experience Cloud Sites Domain. - Add both URLs separately in CORS, ensure it starts with https:// and click Save.
Trusted URL	- Go to Domains under User Interface and copy the Experience Cloud Sites Domain. - From Setup, search for Trusted URLs and click New Trusted URL. - Enter the Name as PulseSync and paste the copied domain URL, ensuring it starts with https://. - Make Sure to select all the CSP directives. - Click Save.
Update CPS Trusted URL	- Go to Domains under User Interface and copy the Experience Cloud Sites Domain url. - From Setup, search for and Select All Sites and Click Builder next to PluseSync. - Click Setting and click Security & Privacy - Scroll down to Trusted Sites for Scripts section and edit the Site Url and paste the Experience Cloud Sites Domain URL and click on Update. - Publish the Site

Step 2. Commerce Cloud Setup

Step	Action and Details	Images
Enable Search Index	- Click on App Launcher, Search and Select Commerce application. - Scroll down to Setting and expand it - Click on Search - Use the toggle to turn on Automatic Updates.
Enable Guest access	- Click on the App Launcher, search for and select the Commerce application and select PulseSync. - On the left-hand side, click Stores under Settings. - Navigate to the Buyer Access tab. - Scroll down to the Guest Access section. - Click on Enable button and click on Continue.
Assign Guest User to Buyer Group	- In the PulseSync store, On the left-hand side, click Stores under Settings >> Click on Buyer Access Tab - Click on PulseSync Guest Buyer Profile under Guest Access . - Click on Related ->Click on Buyer Groups , Click on Assign Button -Select the checkbox for PulseSync Buyer Group and click on Assign Button
Assign Customer User to Buyer Group	- Go to the App Launcher, search for Accounts, and open it. - Open the Mark Smith account and click Enable as Buyer. - In PulseSync commerce store, navigate to Settings > Buyer Access. - Open the PulseSync Buyer Group. - Under Buyer Group Members, click Assign, search for Mark Smith ,Select the checkbox and click Assign.
Execute Commerce Script	- Create Commerce Data: sf apex run -f scripts/apex/createCommerceData.apex - Create Store Pricebook: sf apex run -f scripts/apex/storePricebookCreation.apex
Create CMS Workspace	- Click on the App Launcher >> Select the Commerce application >> Select PulseSync Store - Scroll down to Content Manager - Click on Add workspace >> Enter details such as Name PulseSync CMS Images. - click on Next - Add PulseSync Channel and PulseSync. - Click Next - Keep language as it is and click on Finish
Adding Images into CMS	- Click on the App Launcher >> Select the Commerce application >> Select PulseSync Store - Scroll down to Content Manager - Open PulseSync CMS Images. - click on Add >>Select Content >>Select Image and click on Create button. - Click Upload and select the downloaded images from local and click Done. - Copy the Title and paste the value in API Name field. - Click Save >>click Publish and click on Next and Click on Publish Now. - Follow the above steps for the remaining images.
Link Image to a Product	- Download Images from Link CMS Images - Click the App Launcher. - Select the Commerce application. - Open Stores and select PluseSync. - Navigate to Merchandise > Products and open the required product. - Scroll down to the Media section. - Click Add and select Add Image from Library>>Select PulseSync CMS Images library. - Choose the appropriate image from PulseSync CMS Images workspace and click Add. - Click Save.
Publish Website Design	- Click on the App Launcher. - Select the Commerce application >> select PluseSync store. - Scroll down to Website Design>> From the dropdown, select Home then click Publish>> Publish Product as well as Category. - Go back to the PulseSync store. - Click Home, then click Preview to verify that the products are displayed on the site.
Update Search Index	- From PluseSync commerce store>> Click Setting >>Click Search. - Under Search Index Tab >> Click on Update Button on the top Right corner. - Select Full Update. - The product will be available in ExperienceSite once the update is complete.

Step 3. Configure Experience Site Images from CMS Workspace

Step	Action and Details	Images
Add Site Logo	- From Setup, search for All Sites and click Builder next to PulseSync. - On the top-left corner, click on the Site Logo and click on Clear Image - Click Select Image from CMS and choose the plusesynclogo image from PluseSync CMS Images library/br>- Scroll to the bottom, select the Footer Logo >>Click Clear Image and update it by selecting the same image from CMS.
Configure Background Images	- Click on the Background Image(Banner) section in Experience Builder and Click Clear Image button under Settings - Click Select Image from CMS and choose the healthcloudbanner as per sceenshot from PulseSync CMS Images library >>Click Save - Scroll to the middle of the page to locate the Left and Right Background Image sections. - Select pulsesyncbanner2 image for the Left section Select pulsesyncbanner1 image for right section. Refer Screenshot -Click Save Click On Publish button

Behind the Scenes - how is the agent powered?

Curious to see the all possible utterances and how they are powered by the Agent. Here is a list of all the possible conversations, the corresponding topics, and the components that power them.

$${\color{blue} A \space guest \space user \space asks \space general \space Pacemaker \space related \space details \space through \space the \space Service \space Agent(PulseSync Assistant) \space deployed \space on \space the \space external \space website.}$$

Sl. No.	Utterance	Behind the Scene	Topic	Components
1.	MY DAD MAY NEED A PACEMAKER—WHAT ARE THE OPTIONS AND WHAT’S THE PROCESS?	Reads unstructured data from PDF that has been ingested into Data Cloud, where it is chunked, vectorized, and indexed for easy retrieval and added the retriever into prompt.	Pacemaker Guide Info	a) Prompt PacemakerDetailsForGuest b) Retriever File_ADL_JYHi_Pacemaker c)Search Index ADL_JYHi_Pacemake
2.	IS YOUR PACEMAKER FDA-APPROVED/CLEARED?	Reads unstructured data from PDF that has been ingested into Data Cloud, where it is chunked, vectorized, and indexed for easy retrieval and added the retriever into prompt.	Pacemaker Guide Info	a) Prompt PacemakerDetailsForGuest b) Retriever File_ADL_JYHi_Pacemaker c)Search Index ADL_JYHi_Pacemake
3.	HOW LONG IS THE WARRANTY AND WHAT DOES IT COVER?	Reads unstructured data from PDF that has been ingested into Data Cloud, where it is chunked, vectorized, and indexed for easy retrieval and added the retriever into prompt.	Pacemaker Guide Info	a) Prompt PacemakerDetailsForGuest b) Retriever File_ADL_JYHi_Pacemaker c)Search Index ADL_JYHi_Pacemake
4.	HOW DO I SETUP MY REMOTE MONITOR APP?	Reads unstructured data from PDF that has been ingested into Data Cloud, where it is chunked, vectorized, and indexed for easy retrieval and added the retriever into prompt.	Pacemaker Guide Info	a) Prompt PacemakerDetailsForGuest b) Retriever File_ADL_JYHi_Pacemaker c)Search Index ADL_JYHi_Pacemaker

$${\color{blue} For \space LoggedIn \space User \space on \space Service \space Agent(PulseSync Assistant) \space is \space Deployed }$$ There is a single contact populated with all the relevant information needed to drive these conversations — Mark Smith. By using this contact, you can log in to Experience Cloud and have full conversations.

Sl. No.	Utterance	Behind the Scene	Topic	Components
1.	HELP ME SET UP THE HOME MONITOR.	Prompt Invoke apex class which fetch the patient purchased home monitor like name,model,device type, os version and return these details to prompt. Prompt also invoke retriever which reads unstructured data of Home Monitor Setup Instructions from PDF that has been ingested into Data Cloud, where it is chunked, vectorized, and indexed for easy retrieval.	Patient Post Implant Support	a) Prompt HomeMonitorSetupGuide b) Apex Class getStructuredData c) Retriever File_ADL_JYHi_Pacemaker d)Search Index ADL_JYHi_Pacemaker
2.	WHAT’S THE WARRANTY/COVERAGE FOR MY IMPLANTED DEVICE AND MONITOR	Prompt Invoke apex class which fetch the patient purchased home monitor warranty details like name, start date and end date and also calculated home monitor warranty is in warranty or not return the warranty details to prompt. Prompt also invoke retriever which reads unstructured data of warranty coverage instructions from PDF that has been ingested into Data Cloud, where it is chunked, vectorized, and indexed for easy retrieval.	Patient Post Implant Support	a) Prompt WarrantyDurationDetails b) Apex Class getStructuredData c) Retriever File_ADL_JYHi_Pacemaker d)Search Index ADL_JYHi_Pacemaker
3.	WHAT PRECAUTIONS SHOULD I TAKE AFTER IMPLANT?	Reads unstructured data from PDF that has been ingested into Data Cloud, where it is chunked, vectorized, and indexed for easy retrieval and added the retriever into prompt.	Patient Post Implant Support	a) Prompt Post Implant Care b) Retriever File_ADL_JYHi_Pacemaker c)Search Index ADL_JYHi_Pacemaker
4.	MY MONITOR ISN’T TRANSMITTING—HOW DO I TROUBLESHOOT?	Reads unstructured data from PDFs ingested into Data Cloud, where it is chunked, vectorized, and indexed for efficient retrieval. The retriever is incorporated into the prompt, which invokes an Apex class to fetch the patient’s pacemaker IoT details and verify whether the device is functioning properly.	Patient Post Implant Support	a) Prompt Monitor Troubleshoot Support b) Apex Class getStructuredData c) Retriever File_ADL_JYHi_Pacemaker d)Search Index ADL_JYHi_Pacemaker
5.	CAN YOU SCHEDULE A REMOTE DEVICE CHECK	The prompt suggests three available upcoming dates for a remote device check and creates a service appointment based on the user’s selected date	Patient Post Implant Support	a) Flow Appointment Date Suggestion Create Service Appointment Abnormal Readings Alert
6.	BOOK AN APPOINTMENT WITH MY CARDIOLOGIST	Creates a task to schedule a cardiologist appointment and assigns it to the Clinic Care Coordinator.	Patient Post Implant Support	a) Flow Cardiologist Appointment
7.	Can you summarize my last 6 months for my primary care doctor?	Prompt invokes apex class which return the patient last 6 months pacemaker telemetry details , case history . Prompt also invoke retriever clinical follow up notes. Prompt summarize these details	Patient Post Implant Support	a) Prompt PatientSummary60Days b) Apex Class getStructuredData c) Retriever File_ADL_Patient_Clinici d)Search Index ADL_Patient_Clinici

$${\color{blue} For \space Employee \space Agent }$$ There is a single contact populated with all the relevant information needed to drive these conversations — Mark Smith. You can access the contact record page for this contact to have full conversations.

Sl. No.	Utterance	Behind the Scene	Topic	Components
1.	SUMMARIZE THIS PATIENT’S LAST 30 DAYS AND FLAG ANYTHING ABNORMAL	Prompt Inovke the apex class which returns patient name,some pacemaker telemetry data . Prompt also invoke Retriever which reads the last interrogation note,call transcript,implant report from PDF for the identified Patient from the apex class and Provide concise summary for 30 days.	Patient Implant Operation Note	a) Prompt Patient30DaysSummary b) Apex Class getSmmarizePatientDetails c)Retriever DAI SI Patient OP Retriever File_ADL_Patient_Clinici d) Search Index DAI SI Patient OP ADL_Patient_Clinici
2.	CAN YOU EXTRACT LEAD MODEL/SERIAL AND IMPLANT SITE?	Prompt Inovke the apex class which returns patient name,Device Model No, Device Serial No and Implant Site. Prompt also invoke Retriever which reads the Patient clinical history from PDF and also update Device Model No, Device Serial No, Implant Site into patient records.	Patient Implant Operation Note	a) Prompt Patient Implant Op Prompt b) Apex Class PluseSyncUtil c)Retriever DAI SI Patient OP Retriever d) Search Index DAI SI Patient OP
2.	CREATE A FOLLOW-UP PLAN BASED ON OUR PROTOCOL	Prompt invoke the flow which create follow up task for patient along with provide some instructions to patient	Patient Follow Up Details	a) Prompt Patient Follow Up plans b) Flow FollowUp Plan Based Tasks