Keep Salesforce referral and site records aligned for IT

IT teams lose visibility when Salesforce updates don't reach project boards, causing stalled coordination. Mirror referral and site status to your project board so ops and study teams act from current records.

Overview

Stale Salesforce notifications leave operations and study teams working from outdated referral and site records, risking stalled coordination and missed handoffs. Mirroring referral and site updates to your project board keeps everyone working from current records, eliminating missed status updates and cutting down manual corrections.

Notable Features

Create or update board items
Map Salesforce fields to columns
Notify ops on failed updates