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Medical Device Service & Support Intelligence | Tableau Next Agent

Turn service and support data into intelligent, trusted insights

Overview

  • Triage service cases in one view. Cases grouped by status, priority, and issue category for consistent prioritization and escalation.

  • Know your installed base. Rank accounts by asset count, then drill into each device record with product family, device name, serial number, and installation context.

  • Ask your data in plain English. Agentforce answers defined operational questions. No new report required.

  • Governed, grounded, permission aware. The agent answers only from data and semantics available to the requesting user.

  • No PHI. Fast to evaluate. Ships with a synthetic demonstration dataset. Install, review, and demo without patient data.

  • Built by WilcoSource. Only Salesforce. Only HLS. Salesforce Summit Partner. Agentforce Life Sciences Customer Zero partner.

Medical Device Service & Support Intelligence Agent provides a ready-to-use intelligence foundation for medical-device service operations. Your device, case, warranty, technician, and account data live in different places. Medical Device Service and Support Intelligence brings them together. Curated Tableau Next dashboards give you device health, case triage, and installed base visibility, and an Agentforce conversational experience answers operational questions in natural language. The solution includes a packaged data model, permissions, Data Kit, data streams, mappings, semantic model, workspace, visualizations, dashboards, and the MedTech Tableau Next template. It is designed to work with Salesforce’s out-of-box Tableau Agent. Built by Wilco Source. Only Salesforce. Only HLS.

Categories

Business Needs
Productivity
Customer Service
Analytics
Industries
Healthcare & Life Sciences
Personas
Administrator
Data Analyst
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Agentforce
Managed Package
Lightning App Builder

More from Wilco Source a CitiusTech Inc company

  • by Wilco Source a CitiusTech Inc company
    Life Sciences Partner Alliance | Agentforce Ready Partner With deep HLS expertise, we deliver solutions for Pharma, MedTech, Payer, Provider & Manufacturing companies, setting the stage for innovation and advancing platform success