integration of commcare and salesforce

Job Writing
1

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Absolutely, happy to help. Here’s the general flow:

  1. Start forwarding your form (or case) data to OpenFn from CommCare: https://openfn.github.io/docs/source-applications/#commcare-hq

  2. Create a trigger that will match on the form submissions you’re looking for in CommCare: https://openfn.github.io/docs/documentation/#trigger . You’ll probably want to have your trigger match on the CommCare formID, like this:

    {"formID":"patient_registration_v7"}

  3. Create a credential for your Salesforce system so that OpenFn can log in as you: http://openfn.github.io/docs/documentation/#credentials

  4. Create a job that inserts a new patient each time a CommCare submission arrives: http://openfn.github.io/docs/documentation/#composing-job-expressions

    create("Patient__c", fields(
  field("Name", dataValue("form.surname")),
  field("Age__c", 7)
))

In the example above, you’ll insert a new “Patient__c” who’s always 7 years old and has their “Name” set by the “surname” field in your CommCare form.

I should note that Open Function offers a couple of hours of free setup consulting for non-profits and government projects. Please let me know if you’d like our help in setting up this first job.

Best,
Taylor