Salesforce CRM Migration with Territory Management and Custom Account Approval Implemented
Industry
Healthcare
Region
USA
Project Size
Non- Disclosable
Highlights
Lightning Web Development
Data Loader for Migration Process
Territory Management
Lead Conversion Process
Challenges & Solutions
Shift from the existing CRM to Salesforce
- Solution: We understood the whole functioning and assessed the various aspects of the client’s systems and the modules. Further, our developers introduced new features to their existing systems for Credentialing, EMR, and Contracting. Our developers integrated their system with Ironclad, DocuSign, HealthCloud, Twilio, and Tableau.
Wanted Accounts/Contracts visibility based on Territories
- Solution: Our development team enabled the Territory Management feature in Salesforce and customized the Account Number on Account based on the Territory ID.
Needed the ability to submit the Account Request for Approval with some custom functionalities.
- Solution: Using the Lightning Web Component, our developers implemented the Account Request Functionality with the Approval Process and integrated it with Ironclad.
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12+
Years of Business
Experience
1458+
Happy
Customers
12+
Countries with
Happy Customers
1050+
Agile enabled
employees
Core Features
- New feature for Credentialing
- EMR and Contracting
- Account Request for Approval
No. of Developer
01
Time Frame
July 2022- Ongoing
Experience With Bacancy
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