Resolving Data Synchronization Problems with Salesforce Using Chargent App (Case Study)


A major problem confronting several companies is integrating their myriad of applications with Salesforce to ensure seamless synchronization of data. Most of these companies perform the same operations using Salesforce and various other IT systems, and this results in poor visibility of operational data due to the disparate nature of the systems. This problem can be resolved by connecting the systems effectively; companies can use cutting-edge middleware such as Mulesoft and Application Programming Interfaces (APIs) to integrate their multitude of applications with the CRM system.


Today, we will see how we enabled a well-known provider of healthcare services to integrate their Moneris and Workday systems with Salesforce, thereby enabling hassle-free synchronization of data, improving their productivity in a big way.


About the Client

The client is a well-known provider of corporate wellness and executive health services, headquartered in Toronto, Ontario, Canada. The company has been providing customized health care solutions for the last 34 years.


Project Overview

The customer approached us to develop an effective solution to synchronize the data in their Moneris and Workday systems with Salesforce in real time. They also sought our assistance in setting up a robust system to facilitate hassle-free cancellations and refunds.


Challenges Faced by the Client

  • The client had no proper payment automation system

  • They were using 3 systems viz. Salesforce, Moneris and Workday, for processing payments, resulting in data synchronization issues

  • The customer suffered from low visibility of data pertaining to recurring payments

  • They didn’t have a robust system to process refunds and cancellations

How Solunus Resolved the Client’s Challenges

As part of our tailor-made solution, we implemented Chargent, an app on Salesforce App Exchange, to integrate Moneris with Salesforce in a proper manner. Our team eliminated existing point-to-point references, used to connect Salesforce with Moneris. The solution also included the following.


Integration of Chargent APIs with Salesforce

Our experts worked with the IT team of the client to smoothly integrate Chargent APIs with Salesforce; this facilitated transfer of data between the two enterprise systems in real time.


Enablement of Bi-directional Flow of Data

We used Mulesoft to enable bi-directional data synchronization between Workday and Salesforce, paving the way for effective flow of data between the two platforms.


Business Results

  • 360° View of Payment Data

  • 30% Increase in Productivity

  • 27% Improvement in Profits

What Healthcare Providers Can Expect by Partnering with Solunus

  • Seamless, comprehensive views of patient profiles

  • Robust 1-to-1 relationships across entire care journeys

  • Absolute security to patient information

  • Shortened lead-to-patient conversion cycles

  • Hassle-free integration with EHR systems

About Solunus

Solunus is a dedicated Salesforce partner organization, headquartered in Dallas, Texas. Our unrelenting focus on comprehending the unique needs of our clients coupled with our unrivaled expertise of the Salesforce platform enable us to deliver the perfect solutions that create the best value.

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