Step 1: Requirement Analysis
After deploying a care plan template (including problems, goals, and tasks) via Data Loader to the final environment, users must be able to use the new template for creating care plans in production.
Step 2: Salesforce Health Cloud Documentation Guidance
According to the official Health Cloud administration guide, two key post-deployment steps are required:
1. Confirm User Access to Care Plan Objects
Users must have the correct permissions to view, create, and use care plan templates and related records. This involves assigning the appropriate permission sets or profiles to allow access to theCare Plan,Care Plan Template, and related objects.
Extract:
“Ensure users have the necessary permissions to access care plan templates and related objects so they can view and apply templates to patients’ care plans.”
Administer Health Cloud – Care Plans and Permissions
2. Activate the New Care Plan Template
Templates (and their related records) must be activated after being deployed to make them available for use by end users. Care plan templates in Salesforce Health Cloud have an “Active” status that must be set to “True” or “Activated” before users can select them when creating new care plans.
Extract:
“After importing care plan templates and related data, administrators must activate the template to make it available to care coordinators and clinicians.”
Administer Health Cloud – Deploying and Activating Care Plan Templates
Other Options:
B. Activate the problems, goals, and tasks associated with the template:Not required as a separate step. When you activate the care plan template, its associated problems, goals, and tasks become available.
D. Conduct end-user training:While important, it is not a required technical step for enabling the template after deployment.
Verified Answers:
A. Confirm User access to Care Plan objects.
C. Activate the new care plan template.
[References:, Administer Health Cloud – Care Plan Templates, Administer Health Cloud – User Setup, ]
