XeBee – Salesforce Integration
– Vincent, VP of Sales – Portfolio Management Company
XeBee Integration with SFDC
✓ Integration with XeBee
✓ Automate XeBee Notes creation for Medical Records
✓ Automate XeBee Order Status update of Medical Records
Client uses XeBee as Medical Records management which gathers data every month/quarter/year from its customers for various business processes to manage their company. Medical Record management is a crucial part of the business.
The current process is cumbersome, manual, prone to errors, and is not a standardize process.
Hence, the goal of the project is to provide a comprehensive medical record management tool that can help to create XeBee Notes in Salesforce.
The first task in hand was to create a complete design and functional flow.
Salesforce to utilize XeBee APIs to create Xebee Notes based on the XeBee Request Id.
We have two methods to update XeBee notes in Salesforce
This method will run every four hours to insert notes in Salesforce
Based on Xebee Request Id we will fetch notes from Xebee and then we will insert those notes if they are not present in Salesforce and also update Xebee Order Status in Salesforce
This method will work in realtime.
A button will be present on Medical Object when a user will click that button, an API will be called which will fetch Xebee Notes, and then we will insert those notes if they are not present in Salesforce
Also, we are checking if Xebee Order status is changed then we are updating that status in Salesforce
XeBee’s integration with Salesforce offers legal professionals a convenient and secure system for obtaining and organizing a wide variety of medical records and notes.
By connecting XeBee and Salesforce, users have an end-to-end solution for getting notes from XeBee to Salesforce with one click.