The client is a physical therapy clinic specializing in non-surgical joint pain treatments. They needed appointments and patient data to stay aligned across Salesforce Health Cloud and Elation Health. They had dealt with mismatches, duplicate updates, and no easy way to change field mappings as workflows evolved.
In this case study, you’ll learn how we:
- Connected Elation Health and Salesforce with a webhook integration for near real-time appointment sync
- Built a secure admin interface to add, edit, and delete field mappings without code
- Documented the flows and trained staff for smooth handoff and ongoing maintenance