Connect
A workspace admin authorizes the sync. Sandbox orgs are the right place to read the shape first.
Platform / Salesforce
Practice data, native in Salesforce.
Connect the workspace, map location fields onto the account, and choose the sync rules. Evidence links stay on the record so a rep can see why a phone is there.
Map fields
Operating name, address, phone, website, location id, and an evidence link. You can map fewer.
Choose rules
Enrich accounts you have. Create net-new by a territory filter. Refresh when a tracked field changes.
On the account
A match, drawn onto the account.
The line types the practice, the fields rule themselves in, and a change event keeps landing on the phone. Status marks travel with the values.
| Salesforce | PracticeMCP | Notes |
|---|---|---|
| Account name | name | Operating name of the location |
| Billing street | address | Line, suite, city, state, ZIP |
| Phone | phone | Location phone, with status |
| Website | website | Only after the identity check |
| PracticeMCP id | id | Stable location id |
| Evidence link | source_url | Page a reviewer can open |
When is sync turned on?
When the workspace is provisioned. The status on the integrations list is On request for that reason. The field mapping is the product, not a slide.
Will you create duplicate accounts?
Match runs before create. You choose whether a miss becomes a new account or a queue for review.
Do you copy the Salesforce interface?
No. The panel on this page is a generic account sidebar so you can see the fields. It is not their product.
Start with one practice. Scale to all of them.
Get a key, read a record, and widen the query when the shape is right.