For a client we wanted to implement an automation to trigger their billing system (Xifin) for patient billing. When a report was marked as final report we used apex to trigger the integration. This triggered a process that queried various data points, mapped the data into a JSON structure and send the data to Xifin. Xifin then requests to get the documents (ie insurance cards). After the initial post to Xifin we send a Salesforce ID to a node.js app on Heroku. This Heroku app accepts a JSON payload containing the ID so that we can query the files from Salesforce using ContentDocumentLink and send the documents to Xifin.

I wrote custom middleware in Heroku using node.js to grab order information from SFTP To Go and parse the XML full of orders and order lines. Upon parsing the data we would look for existing people in Salesforce, create or update Person Account records, create Orders, query Products/Pricebook Enteries, and create Order Lines.

Created a multistep form using Lightning Web Components. This form was hosted on Experience Cloud and we used a subdomain to keep the URL friendly. In order to prevent spam and bots we implemented Recaptcha v3 and v2 as a fallback. This allows for the most submissions but keeping it frictionless for users where v3 passes. Upon submission a record is created in Salesforce and the appropriate team is notified.

The form had 3 main sections:

1. Header

2. Left Side Bar for progress display

3. Right main panel