🚀 Salesforce Data Cloud for Belong Health

An Interactive Journey to Transform Complex Care Management

🎉 Guide Complete!
🏥 The Challenge: Fragmented Member Data

Click to expand

+

As a care management platform serving complex, high-need populations, we're likely facing:

📊 The Reality Today at Many Health Plans:

Care Coordinator Sarah is trying to help a member with diabetes, depression, and housing instability. She sees the member's care plan in Salesforce, but:

  • Recent ER visits are in the claims system (not in Salesforce yet)
  • Lab results are in the EMR export sitting in Snowflake
  • Social determinant data is in a community partner spreadsheet
  • The member's transportation history is in another siloed system

Result: Sarah makes decisions with incomplete information, missing opportunities for proactive intervention.

🎯 This is Where Salesforce Data Cloud Changes Everything

Instead of waiting for data to be manually moved between systems, Data Cloud creates a unified member profileA complete, real-time view of each member combining clinical, claims, behavioral, and social data that updates automatically from all our data sources—including our Snowflake data warehouse.

💡 What is Salesforce Data Cloud in Plain English?

Click to expand

+

Think of Salesforce Data Cloud as a smart data translator and connector that works with our existing systems.

Our Snowflake Data
→
Data Cloud Magic ✨
→
Actionable Insights in Salesforce

🎯 The Simple Analogy: The "Smart Home Hub" for Healthcare Data

Just like a smart home hub connects our lights, thermostat, and security system into one app, Data Cloud connects:

🏥 Clinical Data

From Snowflake, EMRs, lab systems

📋 Claims Data

Hospitalizations, procedures, pharmacy

👥 Member Behavior

Call center interactions, portal logins

🏘️ Social Determinants

Housing, transportation, food access

🚀 Key Point for Belong Health: Zero-Copy Integration

Because we already use Snowflake, Data Cloud can directly access our data without copying it. This means:

  • No duplicate data storage costs
  • Real-time access to updated information
  • Our Snowflake remains our single source of truth
  • Maintains HIPAA compliance and data governance
⚙️ How It Works: The "Zero-Copy" Magic

Click to expand

+

Here's what happens behind the scenes (without the technical jargon):

🔄 The Process in 3 Simple Steps:

  1. Connect: Data Cloud securely links to our Snowflake warehouse (like a secure video call between systems)
  2. Map: It identifies which data belongs to which member (identity resolution) - matching a claim record to a care plan record
  3. Activate: Makes this unified data available instantly in our Salesforce care management screens

🔍 Real Example: Member Risk Scoring

Before Data Cloud: Our care team sees basic demographics and care plan tasks in Salesforce. Risk scores are calculated monthly in Snowflake and manually refreshed.

With Data Cloud: When a member has 3 ER visits in Snowflake this week, Data Cloud instantly updates their risk score in Salesforce, triggers an alert to their care coordinator, and suggests a "high-touch outreach" action.

🎯 Use Cases Tailored for Belong Health

Click to expand

+

💡 Scenario 1: Proactive Outreach for High-Risk Members

The Situation: We have a member with COPD, recently discharged from hospital. The claims data shows a new pharmacy fill for antibiotics (in Snowflake), but care plan compliance is dropping.

Data Cloud Action: Automatically flags this member, creates a task for the care coordinator, and suggests: "Schedule follow-up call within 48 hours - risk of readmission high."

Benefit: Prevents costly readmission and improves member outcomes through timely intervention.

💡 Scenario 2: Social Determinant Intelligence

The Situation: A member with diabetes isn't following their care plan. We've purchased social determinant data showing food insecurity in their zip code.

Data Cloud Action: Unifies this data in Salesforce, showing care coordinators: "Member lives in food desert - consider nutrition assistance program referral."

Benefit: Addresses root causes of non-compliance, not just symptoms.

💡 Scenario 3: Care Team Collaboration

The Situation: A member's PCP submits a referral for specialty care. The specialist's appointment is scheduled, but the behavioral health coach (using a different system) doesn't know.

Data Cloud Action: Makes appointment data visible across all care team member screens in Salesforce, automatically notifying the behavioral health coach.

Benefit: Coordinated care approach reduces duplicate outreach and improves member experience.

💡 Scenario 4: Provider Network Performance

The Situation: We need to identify which providers have the best outcomes for our complex-needs members.

Data Cloud Action: Combines claims data (outcomes), care management data (engagement), and member satisfaction scores to create a provider performance dashboard.

Benefit: Data-driven contracting and network optimization.

📈 Business Impact: What's In It for Us?

Click to expand

+

🎯 Improved Outcomes

Proactive interventions based on complete data = healthier members and better STAR ratings

💰 Cost Reduction

Preventing one hospital readmission per month can save $15,000-30,000

⚡ Efficiency Gains

Care coordinators save 5-10 hours/week not hunting for data in multiple systems

😊 Member Experience

Members feel "known" when care team has complete context - improves satisfaction scores

📊 Compliance & Reporting

Automated data trails for CMS reporting and quality measures

🚀 Faster Innovation

Launch new care programs in weeks, not months, by leveraging unified data

💸 Quick ROI Estimator for Belong Health

See potential savings based on our member population:

Estimated Annual Impact:

🛤️ Our Implementation Journey

Click to expand

+

Since we already have Salesforce and Snowflake, we're ahead of the curve! Here's our path:

🗓️ Typical 8-Week Implementation:

Weeks 1-2: Connect & Secure
  • Establish secure connection between Data Cloud and our Snowflake
  • Define data governance and HIPAA compliance rules
  • Identify priority data sources (claims, clinical, SDoH)
Weeks 3-4: Map & Unify
  • Configure identity resolution (matching members across systems)
  • Map Snowflake data fields to Salesforce objects
  • Create unified member profiles
Weeks 5-6: Activate & Test
  • Build first use case (e.g., high-risk member alerts)
  • Create care coordinator dashboards
  • Test with pilot user group
Weeks 7-8: Train & Launch
  • Train care management team
  • Roll out to production
  • Measure initial impact

🎯 Belong Health Advantage: Built for Complex Populations

Our focus on high-need Medicare Advantage and Special Needs Plan members means Data Cloud's unified profiles are perfectly suited for tracking the multi-dimensional needs of this population - clinical, behavioral, and social factors all in one view.

❓ Questions We Might Have

Click to expand

+
Q: Will this replace our Snowflake data warehouse?
Q: How does this help our care coordinators day-to-day?
Q: What about HIPAA compliance?

💡 More Questions?

IT/Tech Teams: Data Cloud uses zero-copy federation - no ETL pipelines needed for Snowflake integration.

Business Leaders: ROI typically shows within 6-12 months through reduced admissions and improved outcomes.

Care Management: Users see no change to their Salesforce interface - just richer, more complete member data.

🎯 Our Next Steps

Click to expand

+

1. 🤝 Schedule a Discovery Session

30-minute call with Salesforce team to map our specific use cases

2. 📋 Identify Pilot Members

Select 100-500 high-need members for initial rollout

3. 🔐 Review Security

Work with compliance team on HIPAA controls

4. 🚀 Start Small, Scale Fast

Begin with one use case (e.g., readmission prevention)