WeDid: Salesforce and Labnet Integration
Daily dental cases are created and tracked within Labnet. These cases contain information pertaining to manufactured and delivery dates where the clients are most concerned. However, the cases need to be replicated into Salesforce to facilitate the communication with the clients.
In addition, Salesforce is the opted tool to perform data analysis, hence, all information related to the cases further justify the need to have the information replicated.
|Purpose||To synchronise account, workcode, case information between Labnet and Salesforce.|
|Information||Labnet Dental Information > Salesforce Person Account
Labnet Product > Salesforce Product
Labnet Cases > Salesforce Opportunity
|Process||When an account is created or updated in Labnet, it will be synchronised into Salesforce as Person Account.
When workcode is created or updated in Labnet, it will be synchronised into Salesforce as Product.
When a case is created/invoiced in, Salesforce prospecting/closed won opportunity is created.