Salesforce Development, Integration and End User Support For Healthcare Organization

Tools Used

Apex, Visualforce, Jquery CSS, Triggers, Workflow Rule, Approval Process Validation Rule, Data Loader

Based on analyzing the customer requirements, Congruent proposed Sales Cloud to meet core CRM requirements. Other business specific use cases were fulfilled with custom development in platform.


  • A website was designed and incorporated with their existing site for online appointment
  • Designed Tour planner module in platform for the sales team to engage the doctors effectively
  • Altered standard SFDC look and feel by using bootstrap and jQuery. This application helped the users to access in their mobile devices too
  • Designed approval processes, workflow rules and custom reports using sales force’s point and click function


  • Developed web services in platform to integrate SFDC with their existing Hospital Management System (HMS)


  • Maintenance and support on regular basis
  • Minor enhancements / customizations without code whenever required.

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