Billian's HealthDATA Portal Offers Salesforce.com© Integration

kokomomammothSoftware and s/w Development

Feb 17, 2014 (3 years and 10 months ago)

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Billian’s HealthDATA Portal Offers Salesforce.com
©
Integration





Salesforce
©
Lead Extension Functionality











Send Portal individual contact leads
to
your Salesforce account

with a single click







Salesforce
©
Account Update Functionality











(See System Requirements)

Use Custom Links to update
Salesforce Accounts on a
case-by-case basis

Salesforce
©
Lead Extension Functionality
Salesforce
©
Account Update Functionality




Billian’s HealthDATA Portal - Salesforce.com
©
Integration




System Requirements


• Salesforce
©
Enterprise Edition or higher

• Salesforce
©
System Administrator privileges and Security
Token required for initial set-up

• 1 Custom Tab requirement

• 2 – 3 Custom Link requirements

• BHD Directory Code required as a populated field at the
Salesforce Account level (i.e. HGA001)









Billian’s HealthDATA Professional Services are available if you would
like assistance with data merge project work, such as appending the
Billian’s HealthDATA Directory Code to your CRM Account records.

Contact us today to discuss what we can do to help.

System Requirements
Need data append assistance
?