What does the Clinical Trial Matching Agent actually do?

Matches eligible patients to active clinical trials and prepares enrollment. It is triggered when: new diagnosis or trial protocol activation. The agent runs against Patient, HealthCondition, ClinicalTrial__c, Case on Salesforce Health Cloud.

Is the Clinical Trial Matching Agent fully autonomous?

No. Every Headless 360 agent ships with explicit human-in-the-loop checkpoints. For this agent: Treating physician confirms appropriateness before contact / Final consent handled in person by research coordinator. Reviewers can override, edit or reject any action.

Which Salesforce edition do I need?

This agent runs on Salesforce Health Cloud with Agentforce enabled. CRMTeam validates licensing, data model and security configuration as part of the build session.

What's a realistic ROI?

2–3x increase in qualified patient referrals to trials. ROI varies with volume and current process maturity — we benchmark your baseline during discovery.

How long until this is live in production?

Most Health clients see a pilot for the Clinical Trial Matching Agent live in 4–8 weeks, with org-wide rollout following the pilot KPI review.

How is pricing structured?

CRMTeam works on outcome-based pricing — a fixed scope tied to the agent's KPI ("Trial enrollment rate") rather than hourly rates. You get a written statement of work after the build session.

Health · Salesforce Health Cloud

Clinical Trial Matching Agent for Health

Matches eligible patients to active clinical trials and prepares enrollment. Designed for Clinical Research Coordinators and built on Salesforce Health Cloud with human-in-the-loop guardrails by default.

High

Build complexity

Salesforce objects

Automated actions

Human checkpoints

The problem

Why Health teams need a clinical research coordinator agent

Clinical Research Coordinators are pulled into the same repetitive workflow every week — gathering data across Patient, HealthCondition, ClinicalTrial__c, drafting updates, and chasing approvals. Without an agent, response time slips and "Trial enrollment rate" stays flat.

The CRMTeam solution

A purpose-built Clinical Trial Matching Agent

CRMTeam configures Agentforce to handle the routine pass of this workflow on Salesforce Health Cloud, while routing every consequential decision to a human reviewer. Reviewers can edit, reject or take over any thread.

Trigger: New diagnosis or trial protocol activation.
Primary KPI: Trial enrollment rate
Estimated ROI: 2–3x increase in qualified patient referrals to trials.
Salesforce objects: Patient, HealthCondition, ClinicalTrial__c, Case

How we deliver