Summary

This project aims to enhance operational efficiency and data accuracy within your Revenue Cycle Management (RCM) processes by establishing seamless integrations between Salesforce and Oracle NetSuite. A skilled Salesforce Developer will design, develop, and implement these integrations while configuring automated workflows to streamline RCM workflows.

Project Objectives

• Unified Data Environment: Establish bi-directional data flow between Salesforce and NetSuite, ensuring real-time data consistency and integrity across both systems.
• Automated RCM Workflows: Configure and customize Salesforce workflows, approvals, and automations specifically tailored to your RCM needs.
• Improved Operational Efficiency: Leverage automation to streamline manual tasks and eliminate data entry errors within the revenue cycle.
• Enhanced User Experience: Create a cohesive user experience by integrating data and functionalities from both Salesforce and NetSuite.

Project Scope

• Design and develop API-driven integrations between Salesforce and NetSuite.
• Configure custom objects, workflows, and approval processes in Salesforce to automate key RCM steps.
• Perform data migrations, cleansing, and validation between the two platforms.
• Develop custom Lightning Web Components (LWCs) or Visualforce pages as needed.
• Implement unit and integration testing to guarantee high-quality deliverables.
• Document all technical solutions and workflows for future reference.

Deliverables

• Fully functional and documented Salesforce-NetSuite integrations for RCM processes.
• Automated workflows that streamline key RCM tasks.
• Cleansed and validated data synchronized across both platforms.
• User guides and technical documentation for ongoing support.