Salesforce

 integrations

Connector available
API available
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Keragon enables you to connect Salesforce with the most popular software used in healthcare, in a HIPAA-compliant way and with no code required. Make your sensitive patient data interoperable and automate your workflows to increase revenue & save time.
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Salesforce

 integrations

Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform that enables businesses across various sectors, including healthcare, to manage customer data, interactions, and processes effectively. It offers solutions for sales, service, marketing, and more, helping organizations to streamline operations and enhance customer engagement. Integrating Salesforce with Keragon, can revolutionize healthcare workflows by automating patient data management, appointment scheduling, and personalized patient communication. This synergy allows healthcare providers to leverage Salesforce's robust CRM capabilities alongside Keragon's healthcare-specific automation tools, ultimately improving patient care and freeing up valuable time for healthcare professionals.

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Unlock siloed data throughout your entire patient management process and build powerful automations across your organization. Our triggers and actions, available in the Salesforce connector, will enable you to build powerful integrations with less engineering resources and without maintenance headaches.

Triggers

You can use any of the triggers bellow to initiate and run the desired workflow.

New Deleted Object (of Selectable Type)

Start workflow (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is deleted. See the docs for more information.
Real-time

New Object

Start workflow immediately after an object of arbitrary type (selected as an input parameter by the user) is created
Real-time

New Updated Field on Record (of Selectable Type)

Start workflow (at regular intervals) when a field of your choosing is updated on any record of a specified Salesforce object. Field history tracking must be enabled for the chosen field. See the docs on field history tracking and history objects for more information.
Real-time

New Updated Object (of Selectable Type)

Start workflow (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is updated. See the docs for more information.
Real-time

New Deleted Object

Start workflow immediately after an object of arbitrary type (selected as an input parameter by the user) is deleted
Real-time

New Object (of Selectable Type)

Start workflow (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is created. See the docs for more information.
Real-time

New Updated Field on Record

Start workflow immediately after a field of your choosing is updated on any record of a specified Salesforce object
Real-time

New Updated Object

Start workflow immediately after an object of arbitrary type (selected as an input parameter by the user) is updated
Real-time

New Outbound Message

Start workflow when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Real-time

Actions

You can use any of the actions bellow to perform a change or deliver data.

SOQL Search

Executes a SOQL query.

Update Contact

Updates a Contact, which is a person associated with an account. See Contact SObject and Update Record

Update Record

Updates a record of a given resource. here

Delete Opportunity

Deletes an opportunity. See Opportunity SObject and Delete Record

Create Opportunity

Creates an opportunity, which represents an opportunity, which is a sale or pending deal. See Opportunity SObject and Create Record

Create Lead

Creates a lead, which represents a prospect or lead. See Lead SObject and Create Record

Insert Blob Data

Inserts blob data in Salesforce standard objects.

Get Object Records

Retrieves all records in an object or a record in an object by the given ID or criteria. API Doc

Create Task

Creates a task, which represents a business activity such as making a phone call or other to-do items. See Task SObject and Create Record

Post a Message to Chatter Feed

Posts a message to the Chatter Feed. See doc

Get Field Values from Object Record and optionally create one is none is found.

Finds a specified Salesforce record by a field. Optionally, create one if none is found. API Docs

Create Attachment

Creates an attachment, which represents a file that a User has uploaded and attached to a parent object. See Attachment SObject and Create Record

Delete a Record in an Object

Deletes an existing record in an object. API Doc

Create Campaign

Creates a marketing campaign, such as a direct mail promotion, webinar, or trade show. See Campaign SObject and Create Record

Create Case

Creates a Salesforce case, which represents a customer issue or problem. See Case SObject and Create Record

Create Note

Creates a note, which is text associated with a custom object or a standard object, such as a Contact, Contract, or Opportunity. See Note SObject and Create Record

Create Account

Creates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Create Record

Add Lead to Campaign

Adds an existing lead to an existing campaign. See Event SObject and Create Record

Create CaseComment

Creates a Case Comment that provides additional information about the associated Case. See CaseComment SObject and Create Record

Create Event

Creates an event, which represents an event in the calendar. See Event SObject and Create Record

Create Record

Create new records of a given resource.

Create Contact

Creates a Contact, which is a person associated with an account. See Contact SObject and Create Record

Update Opportunity

Updates an opportunity, which represents an opportunity, which is a sale or pending deal. See Opportunity SObject and Update Record

Get Field Values from a Standard Object Record

Retrieve field values from a record. You can specify the fields you want to retrieve.

SOSL Search

Executes the specified SOSL search.

Update Account

Updates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Update Record

Add Contact to Campaign

Adds an existing contact to an existing campaign. See Event SObject and Create Record

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