Published 4 Mar 2024 · Last reviewed 11 Nov 2026
Access To Healthcare
Salesforce enrollment wizard and household model
Client
Access To Healthcare
Industry
Salesforce products
Sales Cloud
Integration
Sage (AppExchange connector)
Delivered by
Techila Global Services, Salesforce Summit Partner
Techila Global Services built Access To Healthcare a Salesforce lead and enrollment process for its healthcare services. An enrollment wizard records patient history and service decisions, households group a parent lead with dependents without converting leads, a mapping tool moves data between objects, and a Sage connector from AppExchange links accounting data.
Access To Healthcare (ATH) is a US healthcare services organization. Techila Global Services, a Salesforce Summit Partner, built its lead and enrollment process on Sales Cloud. Organizations starting a patient-facing build today usually evaluate Health Cloud, which includes household and care data models (Salesforce Health Cloud page, read 10 November 2026). Source: original Techila case study (published 4 March 2024, archived copy).
At a glance
- Scope
- Enrollment wizard, households on leads, head-of-household control, dynamic field mapping, Sage connector
- Results
- Not published in the original case study
- Original case study
- Published 4 March 2024; refreshed 11 November 2026
- Provider
- Techila Global Services · Salesforce Summit Partner
The challenge
Leads were managed, tracked and nurtured by hand, so some were lost. ATH wanted to group patients by type, keep families together before a lead converts, map data between source and target objects, and see its Sage accounting data alongside CRM data for decisions.
Managing, tracking and nurturing leads was manual, and leads were lost.
The business needed a dynamic tool to map data between source and target objects.
Patients needed to be grouped by type to plan services.
Sage accounting data had to be visible alongside CRM data for business decisions.
The solution
Techila built an enrollment wizard that shows which services a patient is enrolled in or wants, and records patient history and service decisions. A household model, built like Accounts with related Contacts, also works for unconverted leads and their dependents, and a dynamic mapping tool and a Sage AppExchange connector complete the build.
Enrollment wizard: shows the services a patient is enrolled in or wants, records patient history, and supports decisions for new and existing enrollments.
Households: a structure modeled on Accounts and related Contacts, which also groups a parent lead with dependent leads before they enroll with a service provider.
Head of household: a button on contacts to change the parent lead of a household.
Enrollment mapping: maps fields between source and target objects when a lead and its household are created, without converting the lead.
Sage connector: a Sage application from AppExchange connects Sage clients to standard Accounts and Contacts.
Salesforce products used
Related reading
- Salesforce for healthcare: Techila's healthcare practice.
Related services
How Techila delivers this for your team
Healthcare
Salesforce for providers, payers and healthcare services organizations.
See the service→Health Cloud
Patient, household and care-program data models on Salesforce.
See the service→Sales Cloud
Lead management, nurture and conversion on Salesforce.
See the service→Salesforce integration
Accounting and AppExchange integrations with Salesforce.
See the service→FAQ
Frequently asked questions.
What buyers ask after reading this Techila case study.
An enrollment wizard, a household model that works for unconverted leads and dependents, a head-of-household control, a dynamic field-mapping tool and a Sage connector from AppExchange, on Sales Cloud.
Techila built a household structure modeled on Accounts and related Contacts that also groups a parent lead with dependent leads, with field mapping that does not require converting the lead.
Often, yes. Health Cloud includes household and patient data models out of the box, so a new build would compare it with a Sales Cloud design. Our Health Cloud team can scope that choice.
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