Modernizing Communication Workflows with Salesforce Automation
Challenges
1- Manual identification of family members was slow.
2- No automated alerts for hospital admissions.
3- Information often delayed in reaching relatives.
Solutions
1- LWC pop-up for real-time alerts.
2- Apex logic to fetch flagged contacts.
3- Two-day expiry to auto-hide messages.
Results
1- Faster family notifications.
2- Reduced staff dependency on manual checks.
3- More reliable updates to relatives.
The client provides legal guardianship and case management services for elderly individuals in New York, ensuring their care, safety, and well-being. However, the organization struggled to notify family members quickly when a client was admitted to a hospital. The manual process required staff to scan records and identify the appropriate contacts, often leading to communication delays and missed notifications during emergencies.
They needed an automated solution within Salesforce to trigger real-time notifications for designated family members whenever a client’s residency status was updated to “Hospital.” The system had to ensure accurate, timely alerts without manual intervention.
We developed a custom Lightning Web Component (LWC) integrated with Salesforce Apex logic to detect changes in residency status. When a client’s status updates to “Hospital,” the system automatically displays a pop-up alert on the Account page, showing the client’s details and designated contacts. The alert expires automatically after two days, keeping the interface clean while maintaining timely communication.
- Manual processes caused delays in family communication during hospital admissions.
- No built-in alert system in Salesforce to notify relatives automatically.
- Staff spent significant time cross-verifying contact records.
- Lack of automation led to inconsistent and sometimes missed notifications.
- Developed a custom Lightning Web Component (LWC) to display real-time pop-up notifications on the Account page.
- Built Apex logic to detect when a client’s “Current Residency” changed to “Hospital” and identify family members marked with a “Hospital Notification” flag.
- Designed the message dynamically to include the client’s name, hospital details, and contact information of family members to be notified.
- Implemented a time-based visibility rule so the alert automatically expired after two days.
- Integrated the component seamlessly into the Account Lightning Page for better visibility and user experience.
90%
Faster Communication
Automated notifications triggered instantly upon hospital admission, improving response time by 90%.
85%
Reduced Manual Work:
Staff dependency on manual verification dropped by 85%, allowing them to focus on patient care.
100%
Improved Reliability:
Notifications ensured 100% accuracy in identifying designated family members for alerts.
Enhanced User Experience:
Auto-expiring alerts prevented data clutter, maintaining a clean and efficient interface.
Higher Trust and Satisfaction:
Timely and accurate updates strengthened transparency and stakeholder confidence.
