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Salesforce
Connect Heidi to a Salesforce clinical record. Heidi transcribes the visit, builds the note, and writes documentation back to the patient record mapped to your own data model.
Key Benefits
Works with Health Cloud and with custom clinical records built on your own objects
Documentation lands in the fields your team already uses, held as a draft until a clinician signs off
Runs inside your existing Salesforce authentication, permissions and audit controls
About Salesforce integration with Heidi
Overview
Plenty of care providers never bought a clinical system. They built one, on Salesforce, shaped around how their service actually runs. Virtual-first providers, occupational health teams, community services and clinical operations inside larger groups all end up here.
Heidi connects to that record. Heidi transcribes the visit, builds the note in the structure your clinicians use, and writes it back to the patient record.
Because every Salesforce clinical build is different, this is a configured connection rather than a one-click install. We map to your objects and fields alongside your team, then your clinicians work without leaving the record.
Available on Heidi Enterprise plans.
How does it work?
We start with your data model. Your Salesforce admin and our team agree which objects hold the patient, the visit and the clinical note, and how Heidi's output should land in them. From there clinicians open Heidi from the record, and finished documentation returns to the fields you nominated, held as a draft until a clinician signs it off.
Mapped to your objects: documentation lands in the fields your team already uses, whether that is Health Cloud or something you built
Review before filing: notes arrive as drafts and the clinician approves everything before it reaches the record
Inside your governance: the connection runs through your existing Salesforce authentication, permissions and audit controls
One visit, every document: referral letters, reports and summaries all come from the same session
Getting connected
Scope the work with our team, covering which objects hold your patient, visit and clinical note records
Agree the field mapping with your Salesforce admin, including where drafts land and who signs them off
We configure and test the connection in your sandbox
Roll out to a first clinical group, then scale once the mapping is proven
Pricing and plans
The Salesforce integration is available on Heidi Enterprise plans and includes a configuration phase with your team. Contact our sales team to scope the work for your organisation.
About Salesforce in clinical settings
Salesforce Health Cloud gives care providers a patient record they can shape themselves, which is why it turns up as the system of record across virtual-first care, occupational health, community services and clinical teams inside larger organisations. Because those records are built rather than bought, no two are identical.