We like to think that we know what makes a good Salesforce app at Relay. Intuitive design, ease of use, incredibly stable and builds upon the already amazing foundation of Salesforce. We are always are on the lookout for apps that will not only transform our workflows but the workflows of our customers and friends. So we'll routinely be bringing you the best of the best from the Salesforce App Exchange.

Today we'll be highlighting Native Forms for Salesforce. This native Salesforce application, that's currently free as an early adopter, has already transformed the way we collect and intake customer information into our Salesforce environment while preserving our existing workflows and rules.

Think of the scenario -- you need vital customer information to help keep your project moving. You could use any number of third-party apps to create a form, send the form along, wait for the customer to provide input and then manually copy and paste over their answers. It's a time consuming task that slows down the entire process. Instead you could build out a form within Native Forms, link the answer fields to fields within your Salesforce and then have the customer dynamically update the designated fields in Salesforce. The information is updated and you have saved hours without touching a single external tool.

Let's take a look at how it works:

Building Your Form

Building your form with Native Forms could not be simpler and in fact, not a single line of code is needed. Using the drag-and-drop editor, you just need to select your Object Type and then away you go. You're able to drag any available object field to your form and customize your form to meet your brand's exact needs using images, background colors and logos.

Sending the Form

Perhaps our favorite feature of Native Forms is how it allows your clients and customers to interact with your created forms. There are three ways, "Link", "Action" and "Process."

‍

With "Link", you are able to simply send along the link, but the true power comes along in how the incoming data will affect your Salesforce data. You can dictate whether the receiver of that link is creating a record, updating an existing record, creating a child record or updating an existing record from a lookup. This allows you to have full control over how that information is modifying your existing Salesforce environment.

With "Action", this allows your internal Salesforce users to send the form straight from the record page using the Native Forms lightning component.. For instance if you know that your sales reps will always need to send the same form to clients, this allows you to create the form and then have it easily accessible for your reps to send when needed.

With "Process", you're able to send the form automatically based upon a field change. If you are consistently sending the same intake form to clients once you label a customer as "Closed Won", with "Process" you are able to have that form send automatically when you change the stage to "Closed Won." This puts your forms on autopilot and prevents any lapses during the onboarding process.

‍

‍

We love Native Forms for how simple, yet powerful it is at solving an unnecessarily cumbersome task. It reduces the friction between you and your clients and allows the client to update only the information you want them to update in Salesforce without the back and forth using any third-party tools. It has radically transformed how we keep our client information up-to-date and we think it will do the same for you.

‍

The much anticipated Salesforce Spring '22 release is nearly here and there are a ton of new features to be excited about. It’s important to note that not everyone will be upgraded this month as the release date is dependent on your instance of Salesforce. If you are lucky enough to be one of the first to get the upgrade this Sunday (1/16), here are a few of our most anticipated features.

‍

‍

1) Enhanced Security

‍

In today’s work anywhere culture, it’s more important than ever to take security into consideration when working remotely. In the Spring '22 release, Salesforce seems to have done just that. From expiration dates on permission sets and permission set groups to Enhanced Personal Information Management, it’s all a very welcome sight.

If you are working with an external client and only wish for them to have certain permissions for the duration of the project, and then revert back to normal permissions after the project is completed, the Spring '22 release will allow you to do just that with expiration dates tied to permissions.

Enhanced Personal Information Management allows admins to prevent external users, such as portal or community users from accessing your internal employees information. As the Salesforce community keeps growing, this is a welcome sight to tighten up security for your internal employees.

‍

2) Collaborative Forecasts

‍

Perhaps the most anticipated feature of the Spring '22 release is the multitude of changes coming to Forecasts. Now, Forecast Types and Forecast Settings have been consolidated into one page allowing you to easily and quickly create forecast types step by step.

Two new calculated columns have also been added to be used in the forecasting grid, "Gap to Quota" and "Pipeline Coverage". Gap to Quota automatically calculate’s your team’s sales to show how close they are to achieving their quota for the quarter. Pipeline Coverage shows the ratio of opportunities in the sales pipeline compared to how much quota they have left.

There a few more changes to forecasts, but these are really the most anticipated features we can’t wait to try for ourselves.

‍

3) Flow Updates

‍

While we are still mourning the loss of Process Builder and Workflow Rules, we have come to love the number of changes that Salesforce has made to Flow. It keeps getting better with the Spring '22 release.

Auto-Layout will now allow your flows to look clean and seamless, automatically mapped and proportionally spaced for client review. Flow Trigger Explorer will now allow you to visually see all of the flows connected to an object that run when an object is created, updated or deleted. Flow Screens gets a helpful addition where you can now add phone, email and picklist fields directly to your screens.

Last but not least, and perhaps our favorite feature is you can now define the run order of record triggered flows. If you want to get very specific on flows and make sure that certain flows only run before a save and run after a save, you can now do just that.

‍

4) Report Type Updates

‍

When creating reports, it used to be pretty overwhelming and down right confusing to find the right type of report for what you were creating. No longer, as Salesforce has dramatically improved the way report types are displayed when creating a new report.

Now you can quickly see recently used reports along with the fields and objects included with the report. But beyond that you can easily see which report types are standard or custom as well as hide report types that you are team does not use often.

Streamlining report creation is long overdue and this should dramatically improve the report creation workflow.

‍

5) Scoping Rules

‍

Scoping rules have been a long time coming but they have arrived in a big way with the Spring '22 release. If you’re not familiar, scoping rules allow you to control the default records that a user sees based on criteria that you select. Scoping rules do not restrict access, but rather confine the scope of records to a user so they only see data that is relevant to them and their project.

Say you’re an agent that is assigned a different client each day. Scoping rules allows you to focus in on the records, list view, related list, reports and search results so you only see the given client for that day. This gives a coherent view for agents so they see clean, relevant results instead of results from every single client.

‍

‍

We have only highlighted five of the many, many new features coming in the Spring '22 release. If you want a full rundown of each and every feature, make sure to take a look at Salesforce’s official release notes here: https://help.salesforce.com/s/articleView?id=release-notes.salesforce_release_notes.htm&type=5&release=236

We can’t wait to test it out and see how we at Relay can best utilize each and every new feature.

‍

Integrating QuickBooks into Salesforce: Our Guide

Integrating QuickBooks into your Salesforce campaigns is easy with Relay. We’re the experts when it comes to all things Salesforce. Especially with our seamless QuickBooks integration strategies for your business’ Salesforce platform. Read on to learn more and discover just how much time you can save with a “QuickBooks + Salesforce” integration from Relay!

Always Preparing for Tax Day

As a business owner, you know you’re always preparing for tax day and other tax deadlines throughout the year. Your customers are most likely preparing for tax day and other tax responsibilities as well. With this being said, it’s important to have the right integrations throughout your Salesforce campaigns so you and your customers are prepared for anything which may come up throughout the course of conducting business.

Salesforce CRM + Accounting = Harmony

Accounting can be messy as it is. Pair accounting with the many moving parts of your company, multiple hands in the pot, and potential human error(s); and you may have quite the issue developing over time. With a properly set up Salesforce campaign, integrated successfully with QuickBooks, you’ll be able to create the harmonious relationship you’ve been searching for and stress less.

Reducing the Headaches Involved

As mentioned briefly above, accounting can be quite the headache. If we at Relay can help with the integration of your accounting and Salesforce platform, you’ll have a lot less headaches and be able to focus on the business side of things.

Viewing Your Business from a 360-Degree Point of View

Accounting can be as easy as seeing from a bird’s eye view or having to dive into minute details which may make your eyes go fuzzy. Which would you prefer? We thought you’d choose the bird's eye view. With an integration of QuickBooks and Salesforce for your organization, you no longer have to nitpick each and every set of financial data to discover what you’re searching for. With our customized approach here at Relay, there will be unique approaches to your business’ complex accounting problems; solved every step of the way.

Improving Sales & Revenue Management

The only way to improve is to reflect on past performance. If you can see your sales and revenue, all customized to your preferred styling; you’ll be able to reflect on what went right and what went wrong. This type of financial data separates the great from the good companies out there. Be the best you can be through analysis of your sales and revenue, all while improving inefficiencies each and every month. 

Generating Accurate Financial Data

Accuracy is another key component of any successful accounting implementation. Without accurate financial data, you’ll run the risk of reporting revenue incorrectly and this could be quite the mess with the IRS. Nobody wants to deal with an extensive audit, so take control of the financial data you compile and let Relay provide customized solutions to better display and analyze your financial data sets.

Optimizing Your Time

Time is money, and those who are business owners, accountants, or anyone involved with day-to-day financials realize this quite early on in most cases. Allow Relay to save you time, and in turn save you money over the long-term. Eliminate overbearing processes which strain your entire staff and see how Relay can help your organization achieve peak performance and efficiency with our unique strategies and implementations.

Allowing Operations to Run Smoother

When everything runs smoother in the accounting department, the rest of your business will most likely run much smoother as well. There’s something to be said about the accounting department. It’s the lifeblood of the company, and when there’s a wrench thrown into the mix, it may certainly cause ripple effects felt throughout the rest of your organization. Avoid this by integrating QuickBooks into your Salesforce platform and see how powerful data, accounting, and Salesforce can be.

Connecting Your Sales Team with Your Accounting Team

Sales and accounting go hand-in-hand. If one is not working correctly, the other is thrown off as well. Think about how interconnected sales is to accounting. Everything from commissions paid out, to revenue generated for the month, to expenses billed along the way. These are just a few examples of what can be customized to your liking when we build a truly customized Salesforce platform for you with QuickBooks integrated throughout.

Reduction in Data Duplication

Duplicate data could mean the difference between accurate financial reporting and a very  costly mistake. Don't allow yourself to accidentally pay out an invoice twice due to some mismanagement of your accounting processes. With a QuickBooks and Salesforce integration, you’re no longer beholden to human errors when everything is set up correctly the first time. Rest assured your financial statements are accurate and avoid costly mistakes along the way.

Increasing Overall Productivity

The entirety of your company’s productivity is dependent upon its people. When the people involved in your company are performing at their best thanks to not having to worry about accounting matters on a daily basis, everything else will most likely perform better. Taking the step in the right direction with a QuickBooks and Salesforce integration can be monumental when establishing patterns of your future success.

Focus On What Matters: Business Growth

”If you’re not growing, you’re slowing.” These words ring true in the world of business and they’ll certainly be felt strongly if your accounting is not operating as it should. Don’t let accounting mishaps deter proper business growth. You’ll want to look back on your years in business and appreciate just how much you were able to grow your company.

Taking Advantage of Your Accounting Data

The entire point of integrating QuickBooks with Salesforce is to take advantage of all the accounting data your organization produces every day. Not taking advantage of this precious data is leaving money on the table. Exploring how Relay can drive success your way through our custom Salesforce integrations will open up new doors to opportunities you never knew existed.

Choose Relay for Your Quickbooks Integration into Salesforce

Feel free to reach out to us using the form below and we’ll be sure to respond to your inquiry as soon as possible. We look forward to hearing from you soon and developing a plan of action to have your company on the right path with a customized Quickbooks and Salesforce integration.

‍

The Salesforce AppExchange is a very important resource for enhancing and customizing the functionality and usability of your Salesforce org. This includes things like simplifying the process of signing documents, streamlining permission management, improving the health of your data, and many other processes.

Think of the AppExchange like the Apple Store but for extensible tools built on the Salesforce platform. Instead of adding apps to your phone to organize your life or tell you how to avoid traffic jams, you add apps to your Salesforce org to gain efficiencies and address business needs within your own environment. Some apps are free; while some are paid per user, others are paid annually based on volume. Regardless of the pricing model, they all allow you to do something that could cost hundreds of thousands of dollars if you had to build it from scratch yourself. There are even apps to allow you to connect your disparate data sources and bring them together in Salesforce.

‍

‍

So you ask, what kinds of apps are on the Salesforce AppExchange?

‍

Native Apps

Native apps are the ones that are built and hosted inside Salesforce using the Lightning Platform. A native app resides within Salesforce and doesn’t need a separate integration with Salesforce. With native apps, all of your app data is also securely stored in Salesforce.

‍

Non-native Apps

An app built outside of Salesforce and integrating with Salesforce using the Salesforce API is a Non-native App. The app will be hosted outside the Salesforce platform and also data might be stored outside the Salesforce servers.

‍

Managed Packages

Monitored, updated, and “managed” by the initial Developer via periodic releases. They might be paid or free app - typically paid because this is a huge source of business for the product company.

‍

Unmanaged Packages

Editable code within a base package can be customized but may or may not be updated by the Developer after the initial install. May be paid or free apps, more often free.

‍

‍

Collections

‍

The AppExchange is such a great resource, but with all that it has to offer it can often times get a little overwhelming. That is where collections come in handy. Over the years, Salesforce has built up collections for different industries and product types. Whether you are looking for an app for Sales Cloud, Service Cloud or Marketing Cloud, Salesforce has made extremely easy to find exactly the app that will fit your needs.

‍

‍

If you're looking more industry specific, Salesforce has created collections for Real Estate, Government, Manufacturing and much more. This will give you a great starting point if you are looking to find the most popular and most used apps amongst your industry peers.

‍

‍

‍

The Salesforce AppExchange is full of important contributors, solving business challenges in all areas, including sales, marketing, operations, and technical development. No one person or organization has the capability to solve all those challenges themselves so the AppExchange provides the customer the ability to leverage the power of thousands of developers across the ecosystem.

Today, hundreds of thousands of excited Salesforce consultants, customers, and App Developers take over the Moscone Center in San Francisco for Dreamforce 2019. During the week-long conference, Salesforce will share significant updates to the platform roadmap, and expert consultants will share their approaches, best practices, and solutions. The large scale nature of the event alone is indicative of the size of the Salesforce Platform.

When you buy Salesforce, you're not just buying a CRM; you're buying a business process automation and development platform that grows more extensive and advanced every year. Salesforce releases three major updates a year - every Winter, Spring, and Summer.

The speed at which the platform grows presents significant value and opportunities, but it also can present challenges. With an ever-growing platform comes shifting solutions target. It is not uncommon for features that require custom development today to become a native feature in only a couple of releases. Likewise, solutions that use poorly constructed workarounds today may find their approach unreliable in future releases. Even though Salesforce is known for its focus on backward compatibility, a poorly designed solution rarely stands the trailblazing speed at which the platform evolves.

‍

‍

Guiding Principles for Crafting Solutions That Last

Follow best practices, and it won’t break on the next release.

We strictly follow Salesforce best practices. They are the product of our team's efforts to combine guidance issued by Salesforce, experts in the community, and through our research and experience. They ensure that the solutions we implement today still work in the future and that we deliver consistently across our projects. With major releases a year, this is one of the best ways to ensure your solutions will last.

Native first, then custom.

Our expertise lies in designing solutions for complex business problems using the Salesforce Platform. We're always eager to create new, custom, and innovative solutions on the platform. We prioritize native solutions because we know that they will carry the highest degree of stability in the future. When native features don't meet the need, we use Salesforce's advanced development framework to create highly customized applications using Apex, Lightning Web Components, and APIs.

Learn and train often.

We meticulously review release notes every year to remain up-to-date on new features and changes to existing functionality. We often gain meaningful insights into future releases, helping us anticipate future changes in the platform. You can find all the release notes here. Our team also dedicates significant time to the Salesforce learning ecosystem, using Trailhead and hands-on exercises to train and increase our knowledge of the platform.

Our team members have delivered Salesforce solutions for complex business problem across many years, and we've seen the benefits of following these principles. As we listen to all the announcements, sessions, and speakers at Dreamforce this year, we'll focus on extracting learnings that will help us craft innovative solutions that grow with the ever-evolving Salesforce Platform.

‍

Using Monte Carlo analysis to forecast your sales pipeline can be a powerful tool for businesses of all sizes. By running multiple simulations based on your data, you can better understand the potential outcomes of your sales efforts and make more informed decisions about how to allocate your resources. In this blog post, we'll walk you through the process of using Monte Carlo analysis to forecast your opportunity pipeline and generate a sales forecast.

To get started, you'll need to gather data on your opportunity pipeline. This should include information on the number of leads you have at each stage of the pipeline, the average conversion rate for each stage, and the average value of each sale. You may also want to consider factors such as the length of the sales cycle, any seasonality in your sales, and any other factors that may impact your sales.

Once you have your data, you can use a Monte Carlo simulation tool to run multiple simulations based on your data. These simulations will generate a range of potential outcomes for your opportunity pipeline, taking into account the uncertainty and variability inherent in any sales process. Some of the most common variables that you can adjust in your simulation are the size of the deals and when they are expected to close.

Using the results of your Monte Carlo simulations, you can then analyze the potential outcomes for your opportunity pipeline and use this information to make informed decisions. For example, you might use the simulations to understand the likelihood of meeting your sales targets or to identify the most effective strategies for improving your conversion rates.

In addition to helping you analyze your opportunity pipeline, Monte Carlo simulations can also be used to generate a sales forecast for your business. By running simulations based on different scenarios, you can create a range of potential outcomes and use these to inform your business planning and decision-making.

Let's recap the process of using Monte Carlo simulations for sales forecasting:

1. Define your goal: The first step in performing a Monte Carlo simulation is to define your goal. What do you want to achieve through the simulation? This could be anything from understanding the likelihood of meeting your sales targets to identifying the most effective strategies for improving your conversion rates.
2. Gather data: Next, you'll need to gather data on your sales pipeline. This should include information on the number of leads you have at each stage of the pipeline, the average conversion rate for each stage, and the average value of each sale. You may also want to consider factors such as the length of the sales cycle, any seasonality in your sales, and any other factors that may impact your sales.
3. Choose a Monte Carlo simulation tool: There are many different tools available for performing Monte Carlo simulations. Some options include Excel, Python, and specialized simulation software. If you use Salesforce, you can use Confidence, a native Salesforce app that makes it easy to run thousands of simulations on your pipeline with just a few clicks. Choose a tool that is appropriate for your needs and level of expertise.
4. Set up the simulation: Once you have chosen a tool, you'll need to set up the simulation. This will involve inputting your data and defining the parameters of the simulation. This can include the number of simulations to run, how much to vary deal sizes, how much you want to shorten or extend your sales cycle, and any other relevant variables.
5. Run the simulation: Once you have set up the simulation, it's time to run it. This will involve the tool generating a range of potential outcomes for your sales pipeline based on the data and parameters you have defined. Simulations are often visualized as a histogram that plots various outcomes and their probability, based on the number of times the outcome was achieved in the simulation.
6. Analyze the results: Once the simulation has been run, you can analyze the results to better understand the potential outcomes for your sales pipeline. You can use this information to make informed decisions about your sales efforts and allocate your resources accordingly.
7. Use the results to forecast: In addition to helping you analyze your sales pipeline, Monte Carlo simulations can also be used to produce forecasts for your business. By running simulations based on different scenarios, you can create a range of potential outcomes and use these to inform your business planning and decision-making.

‍

To get a full understanding of how Monte Carlo simulations can be used for real-world scenarios, take a look as Relay's own Gustavo Melendez demos Confidence for Salesforce:

‍

‍

Overall, Monte Carlo analysis is a powerful tool for businesses looking to better understand and forecast their opportunity pipeline. By gathering data, running simulations, and analyzing the results, you can make more informed decisions and improve your sales efforts.

‍

Digital signature solutions are old hat by this point. Upload a PDF, place your signature fields, your date fields and then send it off for final approval. Companies such as Docusign, HelloSign, Adobe Sign and PandaDoc have revolutionized how companies create, send and store digital agreements. But very few companies have taken the time to properly streamline their workflow from CRM to signature delivery. So today, we are going to show you how to integrate two different apps, S-Docs and HelloSign with Salesforce to make your quote-to-signature workflow absolutely bulletproof.

‍

‍

S-Docs

S-Docs is an intuitive, versatile and 100% native document builder that allows your to create document templates right in Salesforce. It is a well-worn AppExchange app that is trusted by thousands of companies throughout the world. Aside from the ease of use, the best part of S-Docs is that you can make two document templates totally free, forever. If your use case is as simple as ours, then that might be all you need.

First, you’ll want to get the quote template that S-Docs provide, also totally free, from here: https://www.sdocs.com/resources/templates/sales/quote/

Import that into S-Docs and then you can start on customizing the quote document to conform to your company’s specific needs. You will want to start on replacing the default fields with specific fields from your Salesforce.

‍

‍

Once you swap out the fields, you will then want to work on the main part of the quote — the line items. For this, we created a related list that will list all of our line items one-by-one.

‍

‍

‍

We selected our Related List — opportunitylineitems, and then chose which columns we wanted displayed in our generated quote. Then to finish it off, we want to display a grand total so the customer sees very clearly the final amount:

‍

‍

‍

You will also need to add two more fields specifically for HelloSign — one that will tell where the signature to go ([sig|req|signer1]) and another to automatically add today’s date ([date|noreq|signer1]):

‍

‍

‍

You will see they are highlighted because we want the font color to match the document color so that the customer does not see the document tags.

Once all that is complete, you’ll want to make sure you finish the template by customizing the header and footer to be personalized for your company. Then hop on over to Document Options and check off the appropriate boxes. This is important for how we want it to work with HelloSign.

‍

‍

‍

The last step that will really streamline the whole project would be a button on the Opportunity that generates a quote. Head on over to Object Manager —> Buttons, Links & Actions and then create a new button called “Generate Quote”. Use these parameters to create your button:

‍

‍

‍

{!URLFOR('/apex/SDOC__SDCreate1', null, [[id=Opportunity.Id](http://id%3Dopportunity.id/), Object='Opportunity',SDEditSameTab=true])}

Save and then add that button to your Opportunity layout. That’s it! You can now work on integrating HelloSign with your newly created S-Docs template.

‍

HelloSign

There are a lot of great e-signature solutions on the AppExchange, but for our purposes we are looking at ones that cater specifically to small businesses and ones that don’t require a ton of hand-holding. HelloSign hits every requirement that we had for a signature solution while maintaining a fairly low price point. With plans starting at $29/user/month (minimum of 5 users), it came in significantly under some of their competitors while being extremely easy to use.

First step is to install HelloSign from the AppExchange. Once that is installed, set up a HelloSign account and then let’s get to work.

We already generated our quote that is attached to the Opportunity. We are going to want HelloSign to grab that quote and then prepare it for sending. To do that, we want to make sure it looks for a document with the text “Quote”

‍

‍

‍

We have also enabled a few other settings such as “Skip Prepare” and “Text Tags Enabled” to streamline the workflow as much as possible.

‍

‍

‍

Once the HelloSign template is created, you guessed it, we will need another button on the Opportunity to initiate the HelloSign process. Go to Object Manager —> Opportunity —> Buttons, Links & Actions and then create a new button. Use the following parameters to open HelloSign with the new button:

‍

‍

‍

Save and then add the button to the Opportunity layout. Now, you will have two buttons — “Generate Quote” and “Send for Signature”. Go to any opportunity with products and then initiate the process by clicking “Generate Quote”.

Once the quote has been generated, it will automatically close the window and then click on the button “Send for Signature”. This will initiate the HelloSign process where if done correctly, will automatically add the primary contact and then you just need to click ‘Preview Document” and send it off.

‍

‍

It’s that easy, we have taken a process that many think to be daunting or difficult to implement down to two buttons. Agents don’t need to tinker with templates or manually adjust fields every time they send off a quote for signature. Time saved is money saved and we think both solutions - S-Docs and HelloSign excel in that regard.

‍

Watch our Digital Vaccine Card Quickbyte

With vaccination campaigns underway, governments, healthcare organizations, and businesses are working to implement processes that enable our society to return to normal work and social environments. Immunity from the COVID-19 virus will play a key role in restoring safe public environments, and the underlying trust and information technology challenges of quickly verifying a person's current vaccination status must be at the forefront of healthcare organization's technology concerns.

Whether or not workplaces or schools will require COVID-19 vaccinations for their employees or students, receiving the vaccine and being able to prove it may make certain activities significantly easier. For workers in medical or educational settings or dealing with at-risk populations, a vaccination id can provide assurances and faster return-to-work.

‍

Paper Covid-19 ID Cards

In the United States, patients vaccinated against COVID-19 receive a paper vaccination id card issued by the CDC and filled out by the administering healthcare organization or practitioner. While the underlying vaccination record may exist electronically, it leaves the public at large in the unfortunate position of having to safeguard and present a paper card as proof of vaccination.

Businesses have already started banding together to find digital solutions for the vaccine card problem. Forbes has reported that a coalition of businesses has joined forces to develop standards that can be used to generate vaccine record cards that can be stored in digital wallets like Apple Wallet or Google Wallet.

‍

‍

Digital Vaccine ID Cards

In the meantime, our team at Relay has been working on using existing digital pass technology to implement digital vaccine id cards for Salesforce Health Cloud.

‍

‍

Our custom integration can generate COVID-19 vaccine cards that record both doses of Pfizer and Moderna vaccines, along with patient id and date of birth. The digital vaccine card can be sent via text message, email, or made available from a patient portal using Salesforce Experience Cloud.

Digital passes can be generated for both Apple and Google Wallets, which are widely used already for storing payments methods, such as credits card, rewards cards, membership cards, and travel boarding passes. These passes are generated securely through registered and authenticated organizations, making them an ideal choice for a vaccine ID card.

With the low cost to develop and implement this Apple/Google Wallet capability in Salesforce, we believe all providers currently using Salesforce Health Cloud should move quickly to implement digital COVID-19 ID cards.

‍

‍

Watch our Digital Vaccine Card Quickbyte below:

‍

‍

‍