When managing complex healthcare data in Salesforce Health Cloud, quick access to the right information is essential for efficiency and accuracy. Imagine viewing a patient or doctor record and instantly seeing all relevant details—such as associated clinics, licenses, care team members, and relationships—without navigating across multiple pages. That’s exactly what a Relationship Card provides. It’s a powerful feature designed to consolidate key related information into a single, visually accessible component on the record page. This not only saves time for users but also enhances decision-making by presenting all connections at a glance. In a world where doctors can belong to multiple hospitals and patients may have several caregivers, Relationship Cards bring clarity and context to every interaction, ensuring that healthcare providers and administrators can deliver better, faster care with minimal clicks.
What Is a Relationship Card?
- A relationship card in Salesforce Health Cloud is a tool that shows important related information (like doctor details, licenses, or connections) in one easy-to-see place on a page.
- This helps users avoid clicking around too much and makes it easy to find out who is related to whom quickly.
Why Are Relationship Cards Useful?
- In healthcare, one person (e.g., a doctor) might work at more than one practice, have several degrees, or hold multiple licenses.
- For Salesforce admins, navigating many objects and relationships can become time-consuming.
- The relationship card brings all this info together, so you can see everything at a glance.
How Do You Set Up a Relationship Card?
Steps to Create:
Create a New Card
- Go to Setup and search for Relationship Card Type Manager and select Relationship Card Type Manager.
- Click on New button to create a new relationship card type.
- Give it a name (like “Doctor Healthcare Relationship”).
- Decide which object it will appear on (example: Contact).
- Click on the Save & Edit Fields button.
Choose the Fields to Show:
- Pick which fields will appear on the card, such as Name, Age, Gender, Email, Title etc.
- You can also add fields from a related object (like Account Name to show which clinic/hospital the contact is linked to).
- You can even include fields from two or three levels of relationships if needed.
Add the Card to a Page Layout:
- Go to any record of the object (for example, a Contact/physician).
- Click Edit Page to open the Lightning App Builder.
