2 mo
delivery with a 2-specialist team
Case study · Salesforce · Physician liaison
Custom Salesforce app — physician-liaison visits, tracked from the field.
A US healthcare client needed visibility into physician-liaison field activity — dozens of liaisons running business visits and meetings to build physician-to-provider relationships. The existing outreach app didn't reflect their workflow. We built a mobile-first Salesforce Lightning Aura app in 2 months with a 2-specialist team.
Case · Hospitals
shippedUnited States · Healthcare organization
Mobile-first
Lightning Aura for field use
All-in-one
visits + meetings + expenses
Real-time
field documentation
Stack·
Salesforce · Apex · Lightning Aura Components
2 mo
delivery with a 2-specialist team
Mobile-first
Lightning Aura for field use
All-in-one
visits + meetings + expenses
Real-time
field documentation
The challenge
Three problems — all at once.
The client managed dozens of physician liaisons running frequent business visits and meetings outside the organization. Controlling departmental activity at that volume was operationally difficult — and expense management tied to the visits was equally daunting.
Their existing outreach application wasn't user-friendly and didn't reflect the liaison workflow. Leadership lacked visibility into field-visit documentation and activity tracking.
What they needed was an intuitive Salesforce app for liaisons working from mobile — capable of capturing visit objectives, meetings, and expenses in real time, with controls for executives to review departmental activity at a glance.
What we did
Seven specific things.
- 01Designed mobile-first using SF Lightning Aura Components — fitted to the actual physician-liaison workflow, not the generic Salesforce CRM model
- 02Built centralized visit and meeting management — liaisons log activity from the field with one tool
- 03Added visit-objective tracking and completion status, so leadership can see what's planned vs. completed across the team
- 04Integrated expense management and financial controls tied to each visit — eliminated the second tool for trip reimbursement
- 05Designed for both in-person and remote physician meetings — same flow, different context
- 06Set up regular communication cadence with the client to keep development structured and on-time across the 2-month build
Tech stack
SalesforceApexLightning Aura ComponentsVisualforce
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