01
Patient intake and referrals
Referral tracking and intake flows that must keep matching the EHR.
Healthcare / Salesforce Managed Services
Salesforce managed services for healthcare
A Salesforce Health Cloud org needs an admin, a developer and an integration engineer long after go-live, and most healthcare teams cannot staff all three. Agnotic Technologies manages your org: configuration, users and permissions, FHIR and EHR integrations, three seasonal releases a year and day-to-day support.
3 releases
Salesforce seasonal releases tested each year
FHIR R4
EHR data mapped into Health Cloud
BAA
Signed before PHI enters the org
Trusted by global innovators
Industry Overview
What are Salesforce managed services for healthcare?
Salesforce managed services for healthcare are the ongoing administration, configuration, integration, release management and support of a healthcare organisation's Salesforce org, usually Health Cloud. Agnotic Technologies delivers them as a service team: we keep users, permissions and PHI controls correct, build and maintain FHIR and EHR integrations, test every seasonal release in a sandbox and run the support queue.
Industry Challenges
Why do Salesforce orgs drift after go-live?
The implementation partner leaves, the admin inherits everything, and the org slowly stops matching how the organisation works. The usual causes:
Seasonal releases land untested, and a flow or Lightning page breaks on a Monday morning.
Permission sets and sharing rules grow until nobody can say who can see PHI.
EHR integrations fail quietly when an API version or a FHIR profile changes.
Technical debt builds up: hard-coded IDs, abandoned flows and reports nobody owns.
Decision table
Should you hire an admin, a project partner or a managed services team?
How the three ways of running a healthcare Salesforce org compare on the points that matter.
| Criteria | In-house admin | Project partner | Managed services team |
|---|---|---|---|
| Best fit | A stable org with few integrations | A defined build with a clear end | A live org that keeps changing |
| Seasonal release testing | Depends on one person's time | Out of scope after go-live | Scheduled for every release |
| FHIR and EHR integration skills | Rarely in one role | During the project only | Admin, developer and integration engineer on one team |
| PHI access reviews | If time allows | Not covered | Part of the monthly routine |
| Cost shape | Salary and training | Per project | A monthly scope sized to the org |
| Who holds the knowledge | One employee | The partner, until handover | Documented in the org and shared with you |
Our Approach
How we manage a Health Cloud org
Three habits keep a healthcare org correct as it changes.
One backlog
Support cases, configuration changes, integration work and release fixes live in one prioritised list you can see.
Sandbox first
Nothing is changed in production by hand. Changes are built in a sandbox, tested and deployed with a metadata pipeline.
Least privilege by default
Profiles, permission sets and sharing rules are reviewed against who needs PHI for their job, and changes are logged.
Capabilities
What do Salesforce managed services include?
The work a healthcare Salesforce org needs every month.
Administration
Users, licences, profiles, permission sets, sharing rules and login policies kept current.
Configuration and flows
Objects, fields, page layouts, flows and validation rules changed through a controlled process.
FHIR and EHR integration
Patient, encounter and care plan data mapped from Epic, Oracle Health (Cerner) and other EHRs into Health Cloud.
Release management
Every Salesforce seasonal release tested in a preview sandbox, with fixes deployed before it reaches production.
Data quality
Duplicate rules, matching, imports and corrections with a record of who changed what.
Security and audit
Health Check findings, Shield settings, event monitoring and field history reviewed and reported.
How It Works
How does release management work across the Salesforce year?
Salesforce delivers three seasonal releases a year. This is the cycle we run for each one so production is never the first place a change is seen.
Read the release notes
List the features, retirements and API changes that touch your objects, flows and integrations.
01
1
Refresh a preview sandbox
Make sure a sandbox sits on a preview instance before the cutoff so it receives the release early.
02
2
Run regression tests
Flows, Lightning pages, permission sets, FHIR integrations and reports are checked against the new version.
03
3
Fix and deploy
Changes are made in the sandbox and deployed through the metadata pipeline with a rollback plan.
04
4
Confirm production
After the release weekend we re-run the critical checks and update the runbooks.
05
5
Engineering Stack
What we work with in the Salesforce ecosystem
The products, tools and standards a healthcare org usually involves.
Salesforce
Health CloudService CloudExperience CloudShield
Integration
MuleSoftFHIR R4 APIsHL7 v2 via interface enginesREST and Platform Events
Delivery
Salesforce DXMetadata APIGitSandboxes
Standards
FHIR R4SMART on FHIRHIPAA Security Rule
Measured Impact
What do we report on the org each month?
Measures that show the org is healthy, agreed with you at transition.
Cases
Open support cases by severity
What is open, how old it is and what is waiting on you.
Readiness
Release checks completed
Features tested in the preview sandbox before each seasonal release.
Sync health
Integration runs and failures
EHR and payer syncs that ran, failed and were replayed.
Access
Permission changes reviewed
Every change to who can see PHI, reviewed and logged.
My Lauren Maternal Health Platform | Built by Agnotic
A HIPAA-ready maternal health platform enabling remote patient monitoring, care coordination, and personalized engagement from pre-pregnancy through postpartum.
Case Study
LERA Health: Compliant Women’s Health App Platform
A women’s health product experience focused on guided care journeys, education, and compliance-aware workflows to support long-term engagement.
Case Study
Use Cases
Where does a managed Salesforce org pay off?
The Health Cloud workflows that depend on an org being kept correct.
02
Care coordination
Care plans, tasks and care team records shared across roles with the right access.
03
Contact centre
Agents who see EHR context in Salesforce and log every interaction.
04
Provider relationship management
Outreach to referring providers with clean, de-duplicated data.
05
Member services for payers
Member cases, benefits questions and outreach campaigns.
06
Clinical trial recruitment
Candidate tracking with consent and PHI controls built into the object model.
Integrations
Which systems do we connect to Salesforce?
The connections a healthcare org usually carries, kept working release after release.
EHR
Epic (FHIR R4)Oracle Health (Cerner) (FHIR R4, HL7 v2)athenahealth (API)
Integration
Interface engines (HL7 v2)
Security
Identity providers (SAML, SSO)
Contact centre
Telephony and messaging
Compliance-First Development Services Backed by Global Standards
We build secure, scalable products designed for privacy, interoperability, and regulatory readiness from day one across every sector we serve.
Health Insurance Portability and Accountability Act
Protect PHI with privacy-first architecture, encrypted storage and transmission, and strict access controls.
Fast Healthcare Interoperability Resources
Enabling standardized health data exchange through standards-based API mappings.
Our Edge
Why Global Leaders Choose Us
We combine deep technical expertise with industry-specific knowledge to deliver solutions that aren't just functional, but transformational.
Enterprise-Grade Security
We implement rigorous security protocols and compliance standards (HIPAA, GDPR, SOC2) across all industrial solutions to protect sensitive data.
High-Performance Scaling
Our architectures are built to handle massive data loads and user bases, keeping performance steady whether you're serving ten or ten million.
Accelerated Time-to-Market
Using our suite of internal tools and proven frameworks, we reduce development cycles and get your product to market 40% faster.
Embedded AI Integration
Beyond simple wrappers, we build deep-learning integrations and predictive analytics directly into the core of your industry-specific workflows.
Engagement Model
How does a Salesforce managed services engagement start?
Timing depends on the size of the org; we agree the transition plan on the scoping call.
01
Scoping call
Which clouds, how many users, which integrations, and what support you need.
02
Org assessment
Health Check score, permission model, integrations, technical debt and open defects, written up as a backlog.
03
Transition
Access under a BAA, documentation, runbooks and a support queue your staff can use.
04
Run
Support cases, configuration changes, integration fixes and release testing under the agreed scope.
05
Quarterly review
Backlog, usage and the next seasonal release are reviewed with you, and the scope adjusts.
Facts and sources
Facts behind Salesforce managed services
Vendor documentation and regulation we plan the service around, each linked to its source.
Salesforce delivers three seasonal releases every year, Spring, Summer and Winter, and upgrades eligible sandboxes early in a Sandbox Preview window so changes can be tested before production.
Source: Salesforce, release readiness documentationSalesforce describes Health Cloud as an engagement, data aggregation and collaboration layer that extends the EHR, built on FHIR-aligned data models.
Source: Salesforce, Health Cloud overviewSalesforce Shield adds Platform Encryption policies for sensitive data, Event Monitoring that tracks what data users and AI agents access, and Field Audit Trail records of field-level changes.
Source: Salesforce, Shield product documentationA HIPAA covered entity may share protected health information with a business associate, such as a software vendor, only under a business associate agreement that commits the vendor to safeguard it.
Source: 45 CFR 164.502(e) and 164.504(e) (eCFR)The HIPAA Security Rule audit controls standard requires hardware, software or procedural mechanisms that record and examine activity in information systems that contain or use ePHI.
Source: 45 CFR 164.312(b) (eCFR)
Voice of success
We don't just build products; we forge lasting partnerships. See how we've helped industry leaders transform their vision into technical reality.
“I can clearly see how Agnotic has a unique way of handling end-to-end development. They are always active on quick chat and provide support quickly.”
Aaron Phelan
Founder, Benchmark
“Agnotic combines deep technical expertise with strong domain knowledge. They understand the business context, anticipate challenges, and make collaboration smooth and effective.”
John Pasmore
Founder, Latimer
“Agnotic is the best technical team we evaluated. Their engineering excellence made our work dramatically easier and allowed us to stay focused on what matters most for maternal care outcomes. They took full ownership of the technical execution, and we are always happy to continue working together.”
Kim Smith
Founder, My Lauren
Related pages
Which pages go deeper?
The integration and compliance pages behind a managed Salesforce org.
Salesforce Health Cloud integration
How we connect Health Cloud to EHRs and other systems.
FHIR integration services
FHIR R4 APIs that feed clinical data into Salesforce.
Epic integration
Epic FHIR APIs and SMART on FHIR connections.
Oracle Health (Cerner) integration
FHIR R4 and HL7 v2 connections to Oracle Health.
System integration services
Middleware, MuleSoft and API work across your systems.
HIPAA requirements for software teams
The safeguards the org's permission model and audit settings implement.
More in Healthcare
More Healthcare Solutions
Explore other production-grade engineering platforms we deliver across healthcare.
Cross-Industry Reach
The Same Engineering Patterns, Across Other Industries
The technical patterns behind this platform translate naturally into adjacent verticals.
Frequently Asked Questions
It depends on the number of users, integrations and customisations. The org assessment on the scoping call sets the transition plan and the date we take over the support queue.
Yes. A Health Cloud org holds protected health information, so Agnotic signs a business associate agreement before any administrator or developer access is granted.
Yes. We connect Health Cloud to Epic, Oracle Health (Cerner), athenahealth and other EHRs through FHIR R4 APIs, or through HL7 v2 feeds via an interface engine, and we keep those integrations working through each release.
No. Salesforce Health Cloud is Salesforce's product, and licences come from Salesforce or its resellers. Agnotic provides the engineering and administration services on the org you own.
Yes. Most engagements start with the org assessment and a fixed first scope, such as release testing and the support queue, before adding integration and development work.
The number of users and clouds, how many integrations the org carries, the support hours and severity targets, and how much remediation the assessment finds. We size the monthly scope after the assessment.
It depends on your risk analysis. Shield adds platform encryption, event monitoring and field audit trail; many healthcare orgs use it to meet audit control and encryption safeguards, and we configure it when you license it.
AI tools help our team draft flows, test scripts and documentation, but every change is reviewed by an engineer and deployed through the same sandbox and pipeline checks.
Industries