Salesforce - Currently doing a Manual Upload- Interested in API Connection
Growth, Referral & Patient Journey
- Capability status
- To be confirmed with PRN
- Transformation phase
- To be confirmed with PRN
- Effort
- To be confirmed with PRN
Current State / What We Learned
Observed today, as captured in the corrected assessment.
No Integration exists with PRN’s Salesforce instance
Desired Future State
The target way of working PRN and Raintree are aiming for.
PRN expressed interest in integrating Salesforce with Raintree
Requirement / Gap
None. Standard APIs should cover what this integration needs
Raintree Recommended Path
PRN’s dev team to try out the integration in Raintree Developer portal/Sandbox
Dependencies / Considerations
Action items - Kim and team going to get together internally and decide what they want to pull over-- Indhu outlying if there is an external consultant we need them to sign Gateways T&C form and then connect Kim and Kevin -- set up a meeting - Colleen Action Item
Outstanding Questions / Decisions
- Kim says in the past they talked about connecting to SF w/ API (she spoke to RT about this maybe a year ago?) she is interested in possible API connection with SF. Kim said they are looking to similar data points that are in Indhu's custom report. Kim wants to know if possible? Gateways could meet this need Indhu thinks - have Salesforce connect via Gateways and let the consultants/developers look to see if the standard APIs meet their needs -- seems like all the endpoints they would need are available per indhu
- Kim wanted to review the custom report (lead to patient conversion) before moving forward with the Salesforce integration. The report was delivered to PRN on Aug 31st. Awaiting next steps from PRN.
Evidence
Evidence for this opportunity is still to be confirmed.
Source
Detailed Transformation Assessment (Corrected)Related opportunities
Related by workstream and subject matter. These are not stated dependencies unless the assessment says so.