What is the Salesforce Health Cloud Accredited Professional Exam?
The Salesforce Health Cloud Accredited Professional Exam is an industry-recognized certification that validates your knowledge of how to configure, implement, and manage Health Cloud solutions. It is specifically designed for professionals who want to prove their expertise in delivering better health outcomes using the Salesforce platform.
This certification is suitable for:
Salesforce consultants and administrators working with healthcare clients
IT professionals at hospitals, clinics, or insurance companies
Healthcare business analysts and operations managers
Developers building custom solutions in Salesforce Health Cloud
What Will You Learn?
By preparing for this exam, you’ll gain hands-on knowledge and strategic insight into how Salesforce Health Cloud can support patient-centric care. Specifically, you’ll develop expertise in:
Setting up Health Cloud’s data model, including Person Accounts, Care Plans, Problems, and Goals
Managing Care Teams, Clinical Protocols, and Gaps in Care
Configuring Consent Management and patient authorizations
Automating care journeys using OmniStudio, Flows, and Einstein Next Best Action
Implementing patient intake processes, appointment scheduling, and discharge planning
Understanding the role of Social Determinants of Health, Assessments, and Health Timelines
Using Salesforce Maps, Cohorts, and Dashboards to manage population health
Ensuring HIPAA compliance, data security, and patient access controls
You’ll walk away with practical, real-world knowledge of how to create seamless patient experiences and improve care coordination using the Salesforce platform.
Key Topics Covered in the Salesforce Health Cloud Exam
The exam covers a wide range of functional and technical concepts within Health Cloud. Below is an overview of some of the main areas you’ll be tested on—based on actual exam content and practice questions from Exam Sage:
1. Patient and Provider Data Models
Understanding the use of Person Accounts
Managing relationships using the Related Contacts object
Tracking Health Conditions, Care Plans, Goals, and Problems
2. Care Coordination and Clinical Operations
Building and managing Care Teams
Using Clinical Protocols for standardized treatment plans
Leveraging Health Timelines to visualize care events over time
Tracking Gaps in Care, Utilization Management, and Authorizations
3. Patient Engagement and Outreach
Setting up Intake Forms with OmniStudio
Using Outreach Campaigns and Cohorts for targeted care
Configuring Automated Appointment Reminders
4. Automation and Workflow Design
Designing care flows using Flow Builder and OmniScripts
Implementing Einstein Next Best Action to suggest care pathways
Creating guided processes for triage and case management
5. Compliance, Privacy, and Security
Managing Consent Authorizations and patient privacy policies
Configuring Field-Level Security and Shield Platform Encryption
Controlling access using Sharing Rules and Permission Sets
6. Integrations and Patient Self-Service
Connecting with third-party Labs, EMRs, or payer systems
Supporting Experience Cloud Portals for patients and caregivers
Collecting Patient-Reported Outcomes using Assessments
7. Reporting and Analytics
Using Dashboards, Reports, and Salesforce Maps for population health analysis
Creating visualizations for patient care, utilization, and risk assessments
Why Choose Exam Sage for Your Practice Exams?
At ExamSage.com, we specialize in realistic, high-quality practice exams for midterm, final, and professional certification preparation. Our Salesforce Health Cloud Accredited Professional Practice Exam is designed to mirror the real test in terms of format, difficulty, and topic distribution. With hundreds of expertly written questions and detailed explanations, we help you master both concepts and practical application.
Benefits of Using Exam Sage:
Updated questions aligned with the latest Health Cloud releases
Detailed answer rationales for every question
Ideal for self-paced study or instructor-led courses
Fully downloadable and accessible anytime
Final Thoughts: Is the Salesforce Health Cloud Certification Worth It?
Absolutely. As the healthcare industry shifts toward personalized, value-based care, professionals who understand Health Cloud will be in high demand. This certification helps you demonstrate your ability to bridge the gap between clinical operations, technology, and patient engagement—making you an asset to any healthcare or consulting team.
Whether you’re a Salesforce partner, consultant, or internal administrator, this credential proves you’re ready to drive digital transformation in healthcare.
Sample Questions and Answers
1. What is a key feature of Health Cloud that differentiates it from standard Salesforce CRM?
A. Opportunity tracking
B. Care plan management
C. Lead scoring
D. Campaign management
Answer: B. Care plan management
Explanation: Health Cloud includes specific healthcare features such as care plans, which help providers manage patient health goals, barriers, and tasks—features not available in the standard Salesforce CRM.
2. In Health Cloud, which object is used to manage a patient’s healthcare network including caregivers and providers?
A. Account
B. Contact
C. Household
D. Care Team
Answer: D. Care Team
Explanation: The Care Team object links patients with various stakeholders like physicians, nurses, family members, and social workers to coordinate care.
3. Which Salesforce Health Cloud feature enables patients to share consent with providers for data sharing?
A. Shield Platform Encryption
B. Consent Management
C. Communities
D. Health Cloud Console
Answer: B. Consent Management
Explanation: Consent Management helps track, manage, and enforce patient preferences regarding who can view or access their health data.
4. What functionality allows a Health Cloud user to track conditions, allergies, and medications for a patient?
A. Patient Timeline
B. Health History
C. Clinical Data Model
D. Care Program Enrollment
Answer: C. Clinical Data Model
Explanation: The Clinical Data Model includes objects for conditions, medications, immunizations, and allergies that allow comprehensive health tracking.
5. Which standard Salesforce object is extended in Health Cloud to represent a patient?
A. Case
B. Contact
C. Lead
D. Opportunity
Answer: B. Contact
Explanation: In Health Cloud, the Contact object is extended with healthcare-specific fields and relationships to represent patients.
6. How does the Health Cloud console support care coordinators?
A. By showing marketing KPIs
B. By offering patient timelines and quick actions
C. By managing partner referrals only
D. By enabling B2B account planning
Answer: B. By offering patient timelines and quick actions
Explanation: The Health Cloud console streamlines care coordination by providing an at-a-glance view of patient information and actions.
7. What does the Clinical Goal object represent in Health Cloud?
A. Billing targets
B. Short-term healthcare objectives
C. Insurance requirements
D. Marketing outcomes
Answer: B. Short-term healthcare objectives
Explanation: Clinical Goals define objectives within a Care Plan to help patients reach better health outcomes.
8. Which feature supports intake processes in Health Cloud?
A. Lead conversion
B. Guided Program Enrollment
C. Care Plan Wizard
D. Person Account merge
Answer: B. Guided Program Enrollment
Explanation: Guided Program Enrollment streamlines patient onboarding and program assignment based on eligibility and care needs.
9. What is a benefit of the patient timeline in Health Cloud?
A. Tracks insurance claims
B. Shows visual history of clinical events
C. Manages product sales
D. Logs chat conversations
Answer: B. Shows visual history of clinical events
Explanation: The patient timeline offers a chronological view of key events like diagnoses, encounters, and medications.
10. How are Social Determinants of Health (SDOH) tracked in Health Cloud?
A. Through Apex code
B. Using SDOH Assessments and domain objects
C. Via Chatter posts
D. Through communities
Answer: B. Using SDOH Assessments and domain objects
Explanation: Health Cloud uses domain-specific objects to capture and analyze SDOH data, helping to personalize care.
11. What role does the Individual record play in Health Cloud?
A. Maps organizations
B. Replaces Accounts
C. Serves as a unified health profile
D. Used for security settings
Answer: C. Serves as a unified health profile
Explanation: The Individual object provides a unified, person-centric view linking multiple related records.
12. In Health Cloud, what object is used to store insurance information for patients?
A. Financial Account
B. Coverage
C. Opportunity
D. Member Plan
Answer: D. Member Plan
Explanation: The Member Plan object stores insurance coverage data, payer, plan details, and eligibility.
13. What does the Program Enrollment object in Health Cloud represent?
A. Participation in a care plan
B. Access to a clinic
C. Involvement in a service or health program
D. A billing request
Answer: C. Involvement in a service or health program
Explanation: Program Enrollment is used to associate a patient with healthcare programs like diabetes management or wellness coaching.
14. What Salesforce tool can be used to import large datasets of clinical records into Health Cloud?
A. Data Loader
B. Shield
C. Tableau
D. Marketing Cloud Connect
Answer: A. Data Loader
Explanation: Data Loader supports bulk upload and update of clinical and standard Salesforce records in Health Cloud.
15. Which Salesforce Health Cloud capability is designed to streamline referral management?
A. Opportunity Path
B. Referral Management Console
C. Provider Relationship Management
D. Experience Cloud Sites
Answer: C. Provider Relationship Management
Explanation: Provider Relationship Management supports referral networks, streamlining referral intake and tracking.
16. What is the purpose of Risk Stratification in Health Cloud?
A. To calculate insurance premiums
B. To categorize patients by care costs
C. To identify patients needing intervention based on risk scores
D. To assign physician workloads
Answer: C. To identify patients needing intervention based on risk scores
Explanation: Risk Stratification uses scores and criteria to prioritize care for high-risk patients.
17. Which object stores a patient’s past and upcoming appointments in Health Cloud?
A. Time Slot
B. Encounter
C. Event
D. Appointment
Answer: B. Encounter
Explanation: The Encounter object represents a clinical interaction or visit, including past and future appointments.
18. What standard Salesforce feature supports secure patient communication via portals?
A. Lightning Email Templates
B. Experience Cloud
C. Opportunity Stages
D. Approval Processes
Answer: B. Experience Cloud
Explanation: Experience Cloud allows organizations to build secure patient portals for communication and engagement.
19. How is a patient’s preferred communication method tracked in Health Cloud?
A. Case settings
B. Consent preferences
C. Activity History
D. Service setup
Answer: B. Consent preferences
Explanation: Consent preferences include communication channels, frequency, and types allowed by the patient.
20. What is the main function of the Health Cloud Data Model?
A. Supports mobile deployment
B. Structures clinical and patient data for healthcare
C. Replaces all standard Salesforce objects
D. Enhances user profiles
Answer: B. Structures clinical and patient data for healthcare
Explanation: The data model includes healthcare-specific objects such as Allergies, Conditions, and Medications.
21. What is the benefit of the Einstein Analytics integration in Health Cloud?
A. Automates code deployments
B. Provides predictive insights into population health
C. Enables real-time messaging
D. Tracks developer errors
Answer: B. Provides predictive insights into population health
Explanation: Einstein Analytics delivers AI-driven insights that can help identify trends and predict outcomes in patient populations.
22. Which object in Health Cloud manages longitudinal patient care history?
A. Contact
B. Patient Journey
C. Patient Timeline
D. Account History
Answer: C. Patient Timeline
Explanation: The Patient Timeline shows a visual representation of past health-related activities.
23. What should be configured to enforce privacy regulations like HIPAA in Health Cloud?
A. User profiles
B. Field-Level Security and Shield Platform Encryption
C. Validation Rules
D. Workflow Rules
Answer: B. Field-Level Security and Shield Platform Encryption
Explanation: Shield ensures encryption at rest and together with field-level security, it enforces patient data protection.
24. Which Salesforce product works closely with Health Cloud to automate workflows?
A. Sales Cloud
B. Pardot
C. Salesforce Flow
D. Commerce Cloud
Answer: C. Salesforce Flow
Explanation: Salesforce Flow allows automation of processes like care plan updates and notifications within Health Cloud.
25. What’s the benefit of using Person Accounts in Health Cloud?
A. Simplifies marketing segmentation
B. Combines account and contact data into one record for patients
C. Creates community portals
D. Manages case escalation
Answer: B. Combines account and contact data into one record for patients
Explanation: Person Accounts are ideal for representing patients, as they bundle contact and account into a single object.
26. Which component provides a snapshot of patient metrics and key indicators?
A. List Views
B. Patient Snapshot
C. Health Chart
D. Visualforce Page
Answer: B. Patient Snapshot
Explanation: The Patient Snapshot displays real-time health metrics and key data at a glance.
27. Which object stores information about patient immunizations?
A. Medication
B. Condition
C. Immunization
D. Encounter
Answer: C. Immunization
Explanation: The Immunization object is designed to track vaccines and boosters received by a patient.
28. What does the Care Plan Template allow in Health Cloud?
A. Storing marketing content
B. Predefining care plans for reuse
C. Sharing provider invoices
D. Emailing discharge summaries
Answer: B. Predefining care plans for reuse
Explanation: Templates help organizations standardize care delivery across common health conditions or programs.
29. What is used to log and document a patient’s social needs like housing or food insecurity?
A. Health History
B. SDOH Domain Object
C. Social Timeline
D. Consent Object
Answer: B. SDOH Domain Object
Explanation: SDOH (Social Determinants of Health) are tracked using specialized objects capturing socioeconomic and environmental data.
30. What is a primary use case of Salesforce Health Cloud for a provider organization?
A. Direct sales tracking
B. Manufacturing optimization
C. Coordinated, value-based care delivery
D. Logistics and shipping
Answer: C. Coordinated, value-based care delivery
Explanation: Health Cloud supports personalized, collaborative care focused on improving outcomes and reducing costs in value-based care models.
30. What Health Cloud object supports documenting patient goals and activities for long-term care improvement?
A. Account Engagement
B. Care Plan
C. Task Scheduler
D. Patient Progression
Answer: B. Care Plan
Explanation: A Care Plan helps define a patient’s goals, problems, and the related tasks and interventions to reach better health outcomes. It serves as a roadmap for coordinated care.
31. How does Salesforce Health Cloud support Interoperability with external EHR systems?
A. Manual data entry only
B. REST API only
C. FHIR-based integration using MuleSoft or Salesforce APIs
D. Web-to-lead forms
Answer: C. FHIR-based integration using MuleSoft or Salesforce APIs
Explanation: Salesforce Health Cloud supports integration with EHRs through FHIR (Fast Healthcare Interoperability Resources) standards via MuleSoft or custom APIs.
32. Which license type is required to access Health Cloud-specific functionality?
A. Service Cloud User License
B. Health Cloud License
C. Platform License
D. Marketing Cloud License
Answer: B. Health Cloud License
Explanation: Health Cloud features like Care Plans, Patient Timeline, and Clinical Data Model require a Health Cloud License.
33. What Health Cloud capability allows users to document non-clinical barriers to care, like transportation or financial issues?
A. Risk Factor
B. Clinical Condition
C. Social Determinant
D. Referral Record
Answer: C. Social Determinant
Explanation: Social Determinants of Health (SDOH) are documented using specialized domain objects to track non-medical barriers to health.
34. What Salesforce tool can help visualize patient data, trends, and care effectiveness for reporting purposes?
A. Reports & Dashboards
B. Visualforce Charts
C. Tableau CRM (CRM Analytics)
D. Data Loader
Answer: C. Tableau CRM (CRM Analytics)
Explanation: Tableau CRM provides advanced analytics and visualization of Health Cloud data for deeper insight into patient populations.
35. How can a Health Cloud user create alerts for critical clinical data like missed medications or abnormal lab results?
A. Email Templates
B. Process Builder
C. Care Alerts
D. Chatter Notifications
Answer: C. Care Alerts
Explanation: Care Alerts provide proactive notifications to care coordinators about critical or time-sensitive health issues.
36. What role does the Problem object play in Health Cloud?
A. Logs unresolved system issues
B. Stores audit log entries
C. Represents a clinical diagnosis or condition
D. Tracks open customer support cases
Answer: C. Represents a clinical diagnosis or condition
Explanation: The Problem object represents a diagnosis or health issue that needs to be addressed within the context of a Care Plan.
37. What is a key benefit of the Provider Search and Match functionality in Health Cloud?
A. Finding leads for referral marketing
B. Matching patients to the best-fit providers
C. Benchmarking provider costs
D. Identifying inactive patients
Answer: B. Matching patients to the best-fit providers
Explanation: Provider Search and Match uses patient preferences and eligibility to help route them to the most appropriate providers.
38. What is the purpose of the Utilization Management feature in Health Cloud?
A. Tracks provider billing
B. Assesses and approves patient services or treatment requests
C. Manages device inventory
D. Schedules lab appointments
Answer: B. Assesses and approves patient services or treatment requests
Explanation: Utilization Management ensures medical necessity and efficiency by reviewing and authorizing services for coverage.
39. What feature supports structured assessments like depression screening or pain evaluation in Health Cloud?
A. Surveys
B. Health Assessments
C. Consent Records
D. Reports
Answer: B. Health Assessments
Explanation: Health Assessments allow structured, standardized evaluation of patient needs and conditions, such as PHQ-9 for depression.
40. Which automation tool is best suited to guide users through intake workflows in Health Cloud?
A. Workflow Rules
B. Lightning App Builder
C. Screen Flows (Flow Builder)
D. Reports and Dashboards
Answer: C. Screen Flows (Flow Builder)
Explanation: Screen Flows offer step-by-step guidance to users during processes like patient intake, program enrollment, or case updates
41. What is a primary use of the Clinical Data Model in Salesforce Health Cloud?
A. Marketing to healthcare providers
B. Storing financial transactions
C. Capturing and structuring clinical data like problems, medications, and allergies
D. Managing product inventory
Answer: C.
Explanation: The Clinical Data Model allows storage of structured health information like conditions, medications, and immunizations using industry-aligned objects.
42. Which object in Health Cloud helps track patient support activities like follow-ups or education?
A. Lead
B. Task
C. Contact Role
D. Campaign
Answer: B.
Explanation: Tasks are used in Health Cloud to manage follow-ups, calls, and assignments for patient support and engagement.
43. Which feature enables users to prioritize patients based on clinical and non-clinical data?
A. Omni-Channel Routing
B. Patient Segmentation
C. Health Timeline
D. Risk Stratification
Answer: D.
Explanation: Risk Stratification helps organizations assign patients into risk categories for more proactive care management.
44. What’s the purpose of the Health Timeline feature in Health Cloud?
A. Organizes marketing activities
B. Displays clinical events in chronological order
C. Tracks website visits
D. Schedules appointments
Answer: B.
Explanation: The Health Timeline shows clinical events like encounters, medications, and procedures in chronological order for easier care tracking.
45. How does Health Cloud support patient intake workflows?
A. Web-to-case automation
B. Visualforce pages
C. Lightning Screen Flows and Intake Objects
D. Custom settings only
Answer: C.
Explanation: Patient intake is managed through configurable screen flows and structured intake records, streamlining onboarding.
46. Which Salesforce Health Cloud component is used to initiate clinical referrals?
A. Lead Assignment Rule
B. Referral Management
C. Opportunity Stages
D. Escalation Rules
Answer: B.
Explanation: Referral Management supports sending, tracking, and managing patient referrals between providers or departments.
47. What helps organizations track authorization and approval for specific healthcare services?
A. Care Plans
B. Health Assessments
C. Utilization Management
D. Consent Management
Answer: C.
Explanation: Utilization Management ensures coverage and necessity of services before they are rendered.
48. Which type of user typically manages the patient Care Plan and coordinates services?
A. IT Admin
B. Case Manager
C. Billing Specialist
D. Salesforce Developer
Answer: B.
Explanation: Case managers use Care Plans to guide patients toward healthier outcomes and coordinate multi-provider care.
49. What functionality allows providers to track outcomes from clinical programs?
A. Campaign Influence
B. Program Engagement and Outcome Tracking
C. CMS Lightning App
D. Service Contracts
Answer: B.
Explanation: Outcome tracking is a key component in evaluating the effectiveness of programs and adjusting strategies accordingly.
50. How does Salesforce Health Cloud ensure data privacy for patient records?
A. Manual access logs
B. Sharing rules and Field-Level Security (FLS)
C. Pop-ups for user agreements
D. Only storing data in spreadsheets
Answer: B.
Explanation: Health Cloud uses Salesforce’s security model with robust sharing settings, FLS, and role hierarchies to control access to sensitive data.
