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Case Study

Implementation of Data Collection Community

Domain: Behaviour Health Industry

Product line :

Key Challenge:

  • Customer wanted to build a seamless platform to review, recommend and rewrite an existing salesforce community product and make it compliant with salesforce community standards.
  • Upgrade application tech stack to latest salesforce specs e.g. use LWC has the latest technology for all new development and redesigning of existing processes.
  • Split the current community into two to control a number of custom objects (Artemis and Data Collection).
  • Create a new Community for Client/Patient to self-serve.
  • Ensure correct coding standards are maintained.
  • Run both old and new Community together in Production.
  • Implementation of new Community and data model should not impact existing community and processes.

Our Solution:

Created a new "Clients" community with revised Data Model and limited custom object to meet business requirements.
Brainstorm the way Standard objects to be utilized to the fullest.
Appointment Booking with Conflict resolutions based on Provider availability and authorized units for clients.
Client 360 view : to show all data associated with Client under one unified view.
Implementation of Data Collection Community to create Intervention Plan w.r.t to Client specific need and record session output to compare improvement.
Implementation of client portal to help Client to Self Serve/ Check session notes, raise a request, book an appointment, view medical records.

The Result:

This helped refined the data model

for community to match close to salesforce standards.

Adopting LWC as the framework

for enhanced User experience and Upgrade to application with new features and enhancements.

Defined and controlled

User Personas and access to application.

Controlled data visibility

and security across each community and within Practices for each community.

Related Tags:

Experience Cloud

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