Salesforce Patient Sync
Salesforce contact changes flow into Canvas - with a human approving every write.
View source on GitHub ↗- Status
- Available
- Category
- Integrations
- Compliance
- HIPAA-ready
- Platform
- Built on the Canvas SDK
A walkthrough of Salesforce Patient Sync is on the way.
Overview
When patient demographics live in Salesforce and care happens in Canvas, keeping the two aligned by hand invites drift and typos. Salesforce Patient Sync captures sync events from your Salesforce org into a review console inside Canvas, shows each incoming record side by side with the current chart, and applies changes only after a reviewer - or a rule you've configured - approves them.
A closer look
Key benefits
What it isWhy it matters
Human-in-the-loop syncIncoming records appear next to the current chart, so a reviewer sees exactly what would change before approving.
One-field operation in SalesforceAn operator sets a single field on a contact; the plugin works out on its own whether to create, modify, delete, or skip.
Selective auto-applyClean, unambiguous syncs can flow through on their own - deletes and questionable changes are always held for confirmation.
A full audit trailAn append-only activity log records every resolution, so there's never a question of what changed and who approved it.
Safe plumbing throughoutEvents are verified for authenticity and deduplicated on retries, fields map through a configurable profile, and new Canvas records write back to Salesforce automatically.
Related plugins
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