Salesforce Health Cloud Implementation Services

Salesforce Health Cloud helps healthcare organizations manage patient data, care coordination, and engagement within a secure cloud environment. MagicFuse provides Salesforce Health Cloud implementation services that connect electronic health records, clinical data, and third-party applications into a single Health Cloud CRM. As a Salesforce consulting partner, we focus on compliant cloud implementation that improves patient care, operational efficiency, and long-term health outcomes across the healthcare industry.
Salesforce Health Cloud Implementation Services
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Salesforce Health Cloud Services We Offer

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Health Cloud Setup & Configuration

We configure Salesforce Health Cloud CRM to reflect real care management workflows across healthcare providers and life sciences teams. This includes setting up person accounts, care teams, care plans, and permission sets. We also extend the Health Cloud managed package with custom configurations to support specific patient requirements and care management scenarios.
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EHR and External System Integration

MagicFuse integrates Salesforce Health Cloud with electronic health records, medical devices, and legacy systems using FHIR, HL7, and REST APIs. These integrations centralize patient data and clinical data in Health Cloud, improving care coordination, decision making, and data access across healthcare teams.
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Secure Patient and Partner Portals

We build secure portals using Salesforce Experience Cloud for patients, providers, payers, and other stakeholders. Portals are designed to give patients and providers secure access to relevant data while supporting personalized care and consistent patient experience.
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Automated Document Generation & e-Signature Workflows

Salesforce Health Cloud automation reduces manual work by streamlining documentation, task management, and approvals. This lowers operational costs and allows healthcare providers to focus more on patient care instead of administrative tasks.
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Data Quality, Validation, and Compliance Controls

We implement validation rules, audit trails, and encryption to protect patient data and maintain compliance with HIPAA and GDPR. These controls ensure secure access, accurate data management, and long-term trust in Salesforce Health Cloud.
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Custom Components and User Experience Enhancements

When standard UI limits adoption, we build role-specific Lightning components for clinicians, coordinators, and administrators. This improves usability, supports better decision making, and drives consistent use across healthcare teams.
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Advanced Scheduling and Care Coordination

We configure Health Cloud tools to support multi-location scheduling, care coordination, and task visibility. Automated alerts and shared timelines help care teams stay aligned and deliver personalized care without missed handoffs.
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Analytics and Reporting for Patient and Operational Insights

Using Salesforce reporting, CRM Analytics, and optional Tableau integration, we provide visibility into population health management, patient needs, and operational efficiency. These reports support population health management initiatives and help healthcare teams track outcomes and improved outcomes over time.
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Continuous Support and Health Cloud Optimization

MagicFuse provides managed services and ongoing support after go-live. We monitor performance, apply Salesforce updates, and refine Salesforce Health Cloud features so your solution continues to deliver benefits as patient needs and regulatory requirements evolve.

Our Certifications

Sharing and Visibility Architect

Integration Architect

Application Architect

Data Architect

Platform Developer II

Platform Developer I

Sharing and Visibility Architect

Integration Architect

Application Architect

Data Architect

Platform Developer II

Platform Developer I

Sharing and Visibility Architect

Integration Architect

Application Architect

Data Architect

Platform Developer II

Platform Developer I

JavaScript Developer I

Advanced Administrator

Administrator

Platform App Builder

Marketing Cloud Developer

Marketing Cloud Email Specialist

JavaScript Developer I

Advanced Administrator

Administrator

Platform App Builder

Marketing Cloud Developer

Marketing Cloud Email Specialist

JavaScript Developer I

Advanced Administrator

Administrator

Platform App Builder

Marketing Cloud Developer

Marketing Cloud Email Specialist

Marketing Cloud Administrator

Sales Cloud Consultant

Service Cloud Consultant

Service Cloud Consultant

Experience Cloud Consultant

Marketing Cloud Administrator

Sales Cloud Consultant

Service Cloud Consultant

Service Cloud Consultant

Experience Cloud Consultant

Marketing Cloud Administrator

Sales Cloud Consultant

Service Cloud Consultant

Service Cloud Consultant

Experience Cloud Consultant

Field Service Consultant

Business Analyst

Mulesoft Developer

Mulesoft API Specification

Tableau CRM and Einstein Discovery Consultant

Field Service Consultant

Business Analyst

Mulesoft Developer

Mulesoft API Specification

Tableau CRM and Einstein Discovery Consultant

Field Service Consultant

Business Analyst

Mulesoft Developer

Mulesoft API Specification

Tableau CRM and Einstein Discovery Consultant

Copado Salesforce DevOps

Copado Robotic Testing

AI Associate

Salesforce Associate

Professional Scrum Master

ISTQB Certifications

Copado Salesforce DevOps

Copado Robotic Testing

AI Associate

Salesforce Associate

Professional Scrum Master

ISTQB Certifications

Copado Salesforce DevOps

Copado Robotic Testing

AI Associate

Salesforce Associate

Professional Scrum Master

ISTQB Certifications

When Does Your Business Need Salesforce Health Cloud Services?

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If patient data is spread across electronic health records, legacy systems, and third-party applications, healthcare teams lack a complete view of the patient. Salesforce Health Cloud consolidates clinical data, appointment history, social determinants, and patient records into one Health Cloud CRM, supporting better decision making and more consistent patient care.

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When communication relies on disconnected portals, emails, or phone calls, patient engagement suffers. Health Cloud enables secure messages and personalized care based on communication preferences, helping healthcare providers improve patient experience and maintain ongoing relationships with patients.

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Without shared care plans and visibility across care teams, care management becomes reactive and fragmented. Salesforce Health Cloud supports care coordination by giving providers access to unified care plans, patient needs, and real-time updates across healthcare teams.

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Manual processes increase operational costs and reduce operational efficiency across healthcare organizations. Health Cloud automates task management, documentation, and follow-ups, allowing providers to spend more time on patient care and less on administration.

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Healthcare organizations managing sensitive health data must meet strict regulatory requirements. Salesforce Health Cloud provides compliance-ready access controls, audit tracking, and secure data management to support HIPAA and other healthcare regulations.

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As healthcare organizations expand into new locations, telehealth, or life sciences programs, legacy systems struggle to keep up. Health Cloud supports providers, payers, and other stakeholders as care models evolve across healthcare.

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When leadership lacks reliable insight into outcomes, population health management becomes difficult. Salesforce Health Cloud brings patient data, social determinants, and care activity together, helping healthcare organizations track outcomes, identify risk trends, and improve health outcomes over time.

Salesforce Health Cloud by MagicFuse

MagicFuse is a Salesforce partner helping healthcare organizations and life sciences teams implement Health Cloud in a way that fits real clinical operations. Talk to a Salesforce Health Cloud consultant at MagicFuse to create scalable Salesforce Health solutions that help your healthcare organization stay ahead.
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How Does MagicFuse Resolve Common Salesforce Health Cloud Challenges?

Unifying Fragmented Patient Records

MagicFuse consolidates patient records from electronic health records, medical devices, and third-party applications into Salesforce Health Cloud. By aligning data models and validation rules, we create a complete view of patient data that supports accurate decision making across healthcare teams.

Improving Patient Engagement

We configure Health Cloud to support secure messages, personalized care, and communication preferences across digital channels. Patients can access care plans, updates, and appointment history in one place, helping healthcare providers improve patient engagement and patient experience.

Strengthening Care Coordination

MagicFuse designs shared care plans and task visibility across care teams to support proactive care management. This approach reduces missed handoffs, improves collaboration between providers and payers, and drives better health outcomes.

Ensuring Compliance and Data Security

We implement access controls, permission sets, audit tracking, and encryption to meet regulatory requirements. These configurations help healthcare organizations maintain compliance while protecting sensitive health and clinical data.

Reducing Manual Work and Operational Costs

By automating workflows, documentation, and task management, Salesforce Health Cloud improves operational efficiency and lowers operational costs. Healthcare providers can focus more on patient care instead of administrative overhead.

Modernizing Legacy Systems

MagicFuse replaces disconnected legacy systems with scalable Health Cloud implementations that support ongoing growth. Our cloud implementation approach allows healthcare organizations to stay ahead as patient needs, providers, and services expand.

Driving Adoption and Long-Term Value

We support healthcare teams with role-based training, managed services, and ongoing support after go-live. We also support integrations with Marketing Cloud to extend patient engagement beyond core care interactions.

Transform Your Operations with Salesforce Health Cloud Implementation Services

Contact MagicFuse today to get started!

150+

Delivered projects

250+

Salesforce certifications

11+

years of experience

92 %

NPS
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Health Cloud Implementation Process

Health Cloud Implementation Process

Discovery and Goal Definition

Our Salesforce Health Cloud implementation experts begin by identifying clear business and clinical goals, such as reducing readmissions, enhancing care coordination, or consolidating patient data. This ensures that every configuration and integration supports measurable outcomes.
Health Cloud Implementation Process

System and Data Assessment

MagicFuse audits existing systems, EHRs, and data sources to locate inconsistencies, duplicates, and integration gaps. We define the target data model early to guarantee clean, reliable information in Health Cloud.
Health Cloud Implementation Process

Platform Configuration and Customization

We configure Health Cloud objects, care plans, workflows, and sharing rules to align with your organization’s actual processes. Custom Lightning components and automation replace manual steps without overcomplicating the system.
Health Cloud Implementation Process

Integration and Data Migration

Our team connects Health Cloud with EHRs, billing platforms, and third-party systems using secure FHIR and REST APIs. We migrate and validate data through staged imports to maintain accuracy and prevent downtime.
Health Cloud Implementation Process

User Training and Change Management

We conduct targeted training for each user role and establish “super users” to support adoption internally. This approach ensures that teams understand daily workflows and the value of using Health Cloud from the outset.
Health Cloud Implementation Process

Testing, Go-Live, and Optimization

MagicFuse conducts full-system integration and UAT testing before launch. After go-live, we monitor performance, collect user feedback, and refine automations to keep the system stable, compliant, and aligned with evolving patient needs.

Healthcare Organizations That Benefit From Health Cloud

Hospitals and clinics leverage Health Cloud to centralize patient records, streamline care coordination, and enhance communication between healthcare teams, improving overall efficiency and patient outcomes.

Health Cloud supports telehealth providers by enabling secure patient data management, seamless appointment scheduling, and enhanced virtual care experiences for patients.

Insurance companies use Health Cloud to optimize claims processing, improve member engagement, and provide a personalized experience for policyholders.

Health Cloud helps government agencies manage their care plans and public health initiatives, make care plans, track population health data, make care plans, and ensure compliance with healthcare regulations.

Pharmaceutical companies benefit from Health Cloud by streamlining clinical trial data, improving patient support programs, and enhancing collaboration with healthcare providers.

Medical device manufacturers use Health Cloud to monitor device performance, manage service requests, see patient requirements, and maintain strong relationships with healthcare partners.

Health Cloud empowers clinical research organizations to manage trial data, ensure compliance with regulatory requirements, and improve collaboration with researchers and participants.

Healthcare consultants leverage Health Cloud to analyze operational data, recommend process improvements, and provide actionable insights for their clients.

Success Stories

Explore how our Salesforce Experts have driven success across various businesses.

Optimizing operations for a hospitality leader

Challenge:

The client struggled with inefficiencies and delays caused by fragmented data and uncoordinated processes. This impacted overall service quality and customer satisfaction

Solution:

We implemented a centralized system in Salesforce, simplifying workflows and improving usability. This streamlined operations and enhanced the overall service experience

Technologies used:

Salesforce, Apex, Visualforce, SOQL, Lightning Component Framework, Lightning Web Components

Revolutionizing the International Aviation Market

Challenge

As Savback's business expanded internationally, the company faced challenges in streamlining its operations to effectively manage a growing customer base. The need for a more efficient system to handle customer inquiries, manage product information, and improve team collaboration was critical.

Solution

We integrated the Enquiry and Contact Us forms on Savback's website with Salesforce CRM, ensuring smooth data flow from the website to the CRM system. This integration centralized client and prospect information, enhancing data accessibility and reducing the need for manual data entry.

Technologies

Sales Cloud, Apex, WordPress, Python, Salesforce Flows, Lightning Email Templates, Lightning Web Components.

The go-to supplier for plastic moulding

Challenge

Nickerson PMS approached MagicFuse seeking to improve their customer relationship management by implementing Salesforce Sales Cloud. With a strong B2B focus and a desire to simplify sales processes, their goals were to enhance lead and opportunity tracking while maintaining streamlined operations.

Solution

Our team at MagicFuse conducted a thorough analysis of Nickerson PMS’s existing data and business processes, then implemented tailored Salesforce solutions.

Technologies

Salesforce Sales Cloud, Salesforce Quote Object, Data Import and Cleansing Tools.

Smart Havens Africa Case Study

Challenge

As Smart Havens Africa grew, they faced challenges managing complex workflows —from housing applications and maintenance coordination to property management. Their existing system lacked the integration and automation needed to keep pace with their expanding operations and community engagement goals.

Solution

MagicFuse implemented a comprehensive Salesforce solution tailored to SHA’s unique needs.

Technologies

Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Experience Cloud, Salesforce Digital Engagement & Omni-Channel, PhoneIQ Telephony Integration, Zapier (for QuickBooks and E-signature).

Streamlining Processes at Auto Service Repairs

Challenge

As the company expanded, Auto Service Repairs needed to automate manual processes that relied heavily on external data entry, causing delays and errors.

Solution

Developed a mobile-optimized portal connecting garage technicians and drivers to CRM data, enabling real-time progress tracking and on-the-go insights.ntegrated mobile photo capture for vehicles before pickup/delivery, instantly uploading images and comments to Salesforce for detailed damage documentation and accountability.

Technologies

Salesforce Experience Cloud, Salesforce Sales Cloud, Apex, WPForms, Drive Connect, Lightning Email Templates, Salesforce Flows.

Leader in AI robotics for e-commerce

Challenge

Their goals included streamlining workflows, enabling real-time access to key documents and data, and ensuring high-level security for sensitive information. They also wanted analytics capabilities to monitor deal progress and success, aiming to strengthen partnerships and boost revenue growth.

Solution

Developed a user-friendly portal enabling Nomagic’s partners to collaborate seamlessly with internal teams. The portal supports account, opportunity, and lead sharing, secure file and document exchange, integrated Chatter groups, record feeds, and task management.

Technologies

Salesforce Experience Cloud, Chatter Groups and Record Feeds, Custom Sharing and Security Models.

OpFocus: Enhancing Business Processes Through Expert Consulting

Challenge:

OpFocus needed support in optimizing internal systems and developing custom functionalities, including new pages, LWC components, and complex backend logic to enhance time tracking, project management, and reporting.

Solution:

We implemented advanced logic to streamline internal processes, developed custom LWC components, and extended Cloud Coach package functionalities to improve user experience and scalability.

Technologies used:

Apex, LWC, Visualforce, JavaScript, CSS.

Salesforce Calendar for Ascent Solutions

Challenge:

Ascent Solutions needed to implement Lightning styles on existing Visualforce pages and develop a Reservation Calendar application for tracking rental items, shipment locations, and availability. They also required a Sales Calendar component to streamline the sales team’s workflow.

Solution:

We designed and developed two distinct calendar components with unique UI and functionality, ensuring seamless integration with the Ascent Rental package. Additionally, we enhanced backend features and upgraded Visualforce components with Lightning styles for a modernized user experience.

Technologies used:

LWC, Aura, JavaScript, Visualforce, Apex.

The only procurement software provider on the Salesforce platform

Challenge:

The project posed a technical challenge due to its complex logic and compatibility requirements with both the Classic and Lightning interfaces. However, we swiftly delved into the details and completed the initial scope of urgent changes ahead of the client's estimated timeframe.

Solution:

We introduced a dedicated Salesforce developer to optimize and fix bugs in the existing codebase, gradually expanding to develop new features, integrate with third-party systems, and conduct research. Our technical expertise, systematic approach, and strong project management practices enabled the growth of the Atamis product.

Technologies used:

Visualforce, APEX, Salesforce Communities, Python, Heroku.

Amazing GDPR management app for AppExchange

Challenge

The implementation of the GDPR policy by the EU posed a significant challenge for Salesforce marketers, particularly in ensuring data consistency.

Solution

MagicFuse developed and launched an AppExchange app ensuring company-wide GDPR compliance, featuring permission tracking, data requests, marketing integrations, data expiration, Customer360 consent, and a preference center.

Technologies used:

Visualforce, APEX, Salesforce Lightning, CSV Reader, Salesforce Communities, Generic Batches.

Pain killer app to clean up your Salesforce Org

Challenge:

Elements.cloud faced the task of constructing a secure and scalable Salesforce managed package and deploying it to the AppExchange.

Solution:

Our team built a faultless AppExchange package that passed security reviews, enabling seamless integration between Salesforce and Elements. This achievement was driven by our deep understanding of Salesforce, streamlined data processing, optimized queries, and detailed monitoring with AWS CloudWat.

Technologies used:

Visualforce, APEX, Lightning, Salesforce Communities, Generic Batches, CSV Reader.

Salesforce integrations for ID-Pal

Challenge:

The client requested two things: integrating their real-time verification solution into Salesforce for universal customer usage and extending standard objects' functionality with dynamic custom objects for increased flexibility.

Solution:

We tackled the challenge of bidirectional custom authorization between Salesforce and ID-Pal, ensuring high-security data retrieval and presentation within Salesforce. Our managed package facilitates user-friendly review and updates of personal data in both directions, while also supporting dynamic interactions between main and custom objects through backend and LWC components.

Technologies used:

LWC, SOQL, APEX, SOSL.

Salesforce managed package for Limio

Challenge:

Create managed package enabling seamless B2B and B2C commerce management within Salesforce Service or Sales Cloud for customer service agents.

Solution

Limio for Salesforce went through various iterations, resulting in a highly scalable and customizable version using Salesforce Flows, Apex, and LWCs. Integrated with Limio Commerce and third-party payment systems, Limio provides agents secure visibility into customer history, tracks subscription changes, and offers flexible payment processing. Custom Objects enable customers to customize components to their preferences.

Technologies used:

Salesforce Flows, Apex, Lightning Web Components, Custom Objects, Limio API.

Custom solution for EdTech software company Purlos

Challenge:

Purlos needed to upgrade its Salesforce integration to handle multiple course records dynamically. Additionally, they required AI-powered communication tools to assist managers in creating templates and facilitating student-institution interactions via WhatsApp.

Solution:

We developed a dynamic data mapping solution using Custom Metadata, integrating multiple data upload methods (REST API, SFTP, HubSpot, AWS). AI integration involved embedding a database and creating Salesforce connectors to enhance automation and communication workflows.

Technologies used:

LWC, Aura, APEX, Visualforce, Experience Cloud, Custom Metadata, HubSpot, Twilio, AWS, Heroku, Make.com, LLM.

Revolutionizing Automotive Communication with AI Chat Solutions

Challenge:

Riptide needed to integrate its live chat and AI-powered Instant Agent solutions with Salesforce Service Cloud and Experience Cloud. The project required secure, scalable real-time interactions and seamless collaboration across global teams.

Solution:

We developed Riptide Live Chat for Salesforce, enabling efficient contact center communication, and Riptide Instant Agent, a generative AI-powered chat solution for automated interactions. Our team optimized time zone collaboration and provided ongoing technical support to ensure seamless integration and scalability.

Technologies used:

Salesforce Service Cloud, Experience Cloud, APEX, Lightning Components, Generative AI Integration.

Custom Salesforce Revamp for Seamless Event Management

Challenge:

SaaS Success needed to modernize its event management processes, replacing outdated Excel-based workflows with a fully optimized Salesforce Sales Cloud solution to streamline operations and improve efficiency.

Solution:

We restructured workflows using Lightning App Builder, conducted a complex data migration, and developed reports and dashboards for better data visualization. Additionally, we customized an unmanaged AppExchange package for seamless event management integration.

Technologies used:

Sales Cloud, Data Loader, Lightning App Builder.

Salesforce managed package for Surfly

Challenge:

Surfly needed a Salesforce-managed package enabling users to collaborate through co-browsing sessions within Salesforce, requiring seamless integration with their external service.

Solution:

MagicFuse developed an LWC component that connects to Surfly’s external service, generating a co-browsing session link. The system creates and stores user IDs within Salesforce, allowing users to initiate and manage sessions effortlessly while leveraging Surfly’s advanced proxy technology.

Technologies used:

LWC, APEX, Custom Metadata.

Breathing Life into Buildings: Ventilation and Daylighting Solutions

Challenge

The company sought to improve its sales and operational processes by addressing Salesforce CPQ and Sales Cloud issues, expanding CPQ capabilities, enhancing the Salesforce UI, integrating Salesforce with Microsoft Dynamics, and implementing a custom order management system. These improvements aimed to streamline quoting, sales workflows, data consistency, and order tracking.

Solution

We resolved system issues to enhance reliability and performance, ensuring smoother sales operations.

Technologies

Salesforce Sales Cloud, Salesforce CPQ with Custom Extensions, Microsoft Dynamics Integration, Lightning Web Components (LWC).

Real-Time Salesforce-Postgres Sync at Scale

Challenge:

The client needed real-time, bi-directional sync between Salesforce and Postgres, handling thousands of records with no risk of sync loops.

Solution:

Built a Heroku Node.js integration for Postgres event listening. Implemented Change Data Capture to detect and process data updates. Designed conflict-prevention logic and advanced mapping layers for Salesforce-Postgres alignment.

Result:

Thousands of records synchronized in real time, ensuring accurate data across platforms.

Cell Therapy Logistics Coordination Portal

Challenge

A biopharma company needed a portal to manage the complex logistics of cell therapy, from apheresis collection to patient infusion, within a strict 60-hour window. Key challenges included creating a personalized, user-friendly portal, improving Salesforce UI, coordinating time zones, automating workflows, ensuring compliance, integrating external systems, supporting mobile use, and onboarding multiple stakeholder types efficiently.

Solution

A tailored Salesforce Experience Cloud portal was built with role-based dashboards, custom Lightning components, and smart automation. A multi-time zone calendar system streamlined scheduling, while integrated document generation and e-signature workflows simplified paperwork. Real-time REST API integrations connected to external logistics systems, and mobile support enabled on-the-go access. Automated onboarding and data validation ensured scalability and accuracy.

Technologies Used

Apex, Flows, Triggers, SOQL, Lightning Web Components, Custom Metadata, Custom Settings, REST API, Salesforce Standard Functionality, Service & Experience Clouds.

Enhancing a Healthcare Platform with Salesforce Customization

Challenge

A healthcare company needed to improve its Salesforce-managed package to better meet client-specific needs and support ongoing product development. Key challenges included seamless document generation, advanced customizations, improved UI, strict data validation, and scalable billing integrations.

Solution

The solution included custom Lightning components for enhanced UX, automated document creation within the Salesforce platform, and tailored workflows for client-specific processes. REST API integrations enabled smooth data exchange with external billing systems, while automated validations ensured data accuracy and compliance.

Technologies Used

Apex, SOQL, Lightning Web Components, Flows, Triggers, Custom Metadata, Custom Settings, REST API, Standard Salesforce Functionality.

Cloud-Based Transformation of a Legacy Onboarding System

Challenge:

A leading financial institution needed to transition its legacy C#-based client onboarding application to a modern, cloud-native Salesforce environment, without compromising complex business rules or external data integrations.

Solution:

MagicFuse developed custom UI components in Salesforce to manage the onboarding journey while integrating real-time synchronization with external databases. Using configurable metadata and low-code automation tools like Flows and Triggers, the onboarding process became scalable, maintainable, and independent of hardcoded logic.

Technologies Used:

Apex, Aura, Lightning Web Components, Flows, Triggers, Custom Metadata, SOQL

Scaling Salesforce Operations for a Global Data Leader

Challenge

The global leader in graph database and analytics relied heavily on Salesforce for sales, service, reporting, project utilization, and lead management. As user numbers and Salesforce functionality expanded, support requests surged. Business processes required alignment with updated sales methodologies, and the company needed integrations with additional tools to enhance operations.

Solution

Guided step-by-step SAO approval process with updated eligibility criteria. Automated lead, contact, and account territory assignments. Day-to-day user support, including Q&A, guidance, and knowledge base creation. Salesforce integrations with ZoomInfo (data enrichment), Descartes (account audit), Zapier/Slack (automated Slack messaging), and 6Sense (pipeline management and revenue conversion).

Technologies Used

Apex, Flow, Approval Process, Reports/Dashboards, Page Layouts, Workflow Rules, Email Alerts, Custom Metadata

CRM Implementation & Sales Process Optimization

Challenge

The client, an IT solution provider and reseller, had no CRM system in place. Customer and partner data were scattered across different tools, making it difficult to manage relationships and prepare offers efficiently. They needed one centralized platform to support the full sales cycle.

Solution

We implemented and customized Salesforce Sales Cloud to fit the client’s processes. The setup included activity tracking, file management, mass email capabilities, quoting, and automated PDF offer generation in multiple languages. This helped standardize and streamline their day-to-day sales operations.

Technologies Used

Salesforce Sales Cloud

Advanced Salesforce Customization for Sales Excellence

Challenge

A cybersecurity client was already using Salesforce but lacked key functionalities required for effective sales management. Missing capabilities included project tracking, opportunity profitability calculation, sales target setup, dynamic Exhange rate fetching, and HR system integration. These limitations reduced visibility and control over their sales performance.

Solution

We enhanced their existing Salesforce Sales Cloud by implementing advanced customizations tailored to their needs. New features included project management, profitability dashboards, automated sales targets, real-time currency exchange rate integration, and seamless HR system connectivity. This empowered the client with a holistic and data-driven sales process.

Technologies Used

Sales Cloud, Salesforce Flow, Apex, REST API

How Companies Get Successful With Us

Check out how we help our clients to implement solutions for their businesses
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Amaury de Closset

Co-Founder and CEO at Limio
Amaury de Closset
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Brian Waterson

Senior Director, Operations
Brian Waterson
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Fabio L. Massetta

VP of Sales & Marketing Ascent Solutions
Fabio L. Massetta
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Joe Beech

Lead Salesforce Developer at Atamis
Joe Beech
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Ian Gotts

Founder & CEO at Elements.cloud
Ian Gotts
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Michael Dalton

Principal Salesforce Consultant at Xenogenix
Michael Dalton
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Adrian King

Co-founder & CTO at Elements.cloud
Adrian King
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Mike McIntyre

Founding Partner at Xenogenix
Mike McIntyre
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Mo Salam

Co-founder at Purlos
Mo Salam
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Pia Oenning

Senior Operations Manager at Salesfive Consultingo
Pia Oenning
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Rob Sheehan

Head of Product at ID-PAL
Rob Sheehan
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Moataz Gouda

Head of Product at Movinga
Moataz Gouda
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Scott Reynolds

Sales Technology Product Leader
Scott Reynolds
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Salesforce developers who can be trusted to code to a high standard with an adequate level of supervision. We are happy with the outcome they have delivered.

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Collaborating with MagicFuse has allowed me to rapidly develop and deploy Salesforce functionality, giving our business the tools they need to be successful...

Boston, MA, USA
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Continuing our collaboration has been a natural choice, driven by the successful outcomes we’ve achieved together. Looking ahead, we’re excited about the prospect of further enhancing our Salesforce native applications in tandem with MagicFuse.

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We have been working with MagicFuse for more than 12 months, involving them to support our development projects. We have found them to be diligent, hard-working, and very effective...

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I cannot express how impressed we are by the commitment and dedication of your team. The recent set backs are frustrating but we will work through them. The comments and enthusiasm from early users is really, really encouraging...

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I have worked with MagicFuse on a number of complex projects and they are always professional and helpful. I would have no issue recommending these guys to anyone. Thanks for the good work

London, UK
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They have a very good balance of understanding our goals, knowing when to take pragmatic decisions.

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Great development team. Great knowledge, highly recommended!

London, UK
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5.0
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MagicFuse completed the project on time and rectified issues quickly. They produced high-quality work despite the complex tasks. Virtual meetings and emails ensured seamless project management.

Hoxton, England
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Super and competent partner who built a custom solution for a resource planning tool for us. The project is still running and the tool is still being developed. Good communication with MagicFuse, very short response time and fast help.

Munich, Germany
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MagicFuse have been instrumental in helping us establish our Salesforce offering and bring our best in class identity verification solutions to the App Exchange.

Dublin, Ireland
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Great service and motivated Salesforce team. I have been working with a developer from MagicFuse for a year, I must say that the quality is amazing and they are very professional and fun people to know! Highly recommend their services.

Berlin, Germany
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The MagicFuse team did a brilliant job, and when I get another project, I'd be delighted to work with them again if they are available. I had a call with the client's CEO, and he was delighted with all of the work

Leamington Spa, UK
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Expand Your Health Cloud with Other Salesforce Solutions

Why Choose MagicFuse As Your Salesforce Health Cloud Implementation Partner

Enhanced Collaboration Across the Healthcare Ecosystem

MagicFuse is a Salesforce consulting partner that excels in crafting integrated workflows and communication channels within Salesforce Health Cloud, enabling seamless collaboration between patients, healthcare providers, and payers. This fosters better engagement and streamlines the patient care journey.
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250+ Salesforce Certifications

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Optimized Care Management and Workflow Efficiency

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Customized Solutions for Unique Healthcare Needs

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FAQs

Begin Your Journey with Salesforce Health Cloud Implementation Today

Experience the transformative power of optimized healthcare technology through MagicFuse's expert services.

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