In the healthcare industry, patient engagement is becoming increasingly critical—especially for pharmaceutical brands working to improve therapy adherence and long-term outcomes. Many organizations rely on external engagement platforms to support patients through reminders, educational content, and personalized interactions.
One of our clients, an innovative health-tech company, uses RxWare, a third-party patient engagement platform, to help pharmaceutical teams communicate with patients throughout their treatment journey.
However, while RxWare provided powerful engagement capabilities, their internal Salesforce users couldn’t interact with the platform directly from CRM. Invitations had to be sent manually outside Salesforce, and patient status updates weren’t reflected within the team’s daily workflow.
To solve this, the client partnered with Peeklogic to build a Salesforce AppExchange application that seamlessly integrates Salesforce with the RxWare platform.
The Challenge: Connecting Salesforce to an External Patient Engagement System
The client needed a solution that would:
- Let Salesforce users invite patients to support programs with a single click
- Send those invitations to RxWare through API calls
- Track patient enrollment and engagement status right inside Salesforce
- Process webhook notifications from RxWare in real time
- Maintain security, stability, and compliance
- Meet Salesforce AppExchange packaging and security standards
In other words, they needed a modern, bi-directional integration—simple for end users, but technically robust behind the scenes.
Our Solution: A Secure, Managed AppExchange Package Built for Healthcare Workflows
Peeklogic designed and developed a complete AppExchange solution that integrates Salesforce directly with RxWare’s APIs.
We delivered the project in multiple phases, including architecture planning, development, testing, documentation, and preparation for Salesforce Security Review.
Below is an overview of the key components.
1. Architecture & Technical Design
We began by reviewing:
- The client’s business workflow
- RxWare’s API documentation
- Salesforce security and AppExchange requirements
From this, we designed a secure integration architecture that supported both outbound API requests and inbound webhook events, with:
- A custom Patient object in Salesforce
- A Connected App for secure authorization
- Named Credentials and token handling
- A dedicated LWC component for user interaction
App Development
The core of the application was a clean, simple user experience:
✔ A single button on Salesforce Leads and Contacts
✔ A Lightning Web Component to send the request
✔ A POST call to RxWare’s /v1/patients/invite API
✔ Automatic creation or updates of Patient records
✔ Real-time status updates delivered through webhooks
When a team member clicks the button, Salesforce sends the relevant patient data to RxWare. The engagement platform processes the request and notifies Salesforce of updates such as:
- Enrollment completion
- Consent status
- Document uploads
- Program participation
Every update flows directly into Salesforce — no manual work required.
Webhook Integration & Security
Receiving data securely from an external system is often more complex than sending it. We built:
- A secure Salesforce endpoint
- Authentication using Bearer tokens
- Error-resistant handling logic
- A retry mechanism for failed webhook attempts
This project required extensive testing across multiple Salesforce orgs to ensure reliability.
We tested: API requests, Webhook event flows, VPN-restricted API calls, OAuth authentication, Data mapping, Retry and error-handling logic
We also prepared the package for Salesforce Security Review, addressing code scanning, permission controls, field-level security, and secure data storage.
The Results:
The final application delivered exactly what the client needed:
✔ Real-time patient engagement tracking within Salesforce. All patient statuses, consents, and enrollment updates now appear automatically inside Lead and Contact records.
✔ One-click invitation workflow. Sales and support teams can invite patients to programs instantly.
✔ Enterprise-grade security. Authentication, permissions, and webhook protections meet AppExchange standards.
✔ Streamlined internal workflows. Teams no longer need external tools or manual tracking — everything happens inside Salesforce.
✔ Successful Salesforce Security Review. The managed package passed all requirements and is now deployable across environments.
Technology Stack
- Salesforce Platform: Apex, Lightning Web Components, Connected Apps, Managed Packages
- RxWare REST APIs: Patient invitation and enrollment events
- Security Infrastructure: OAuth authentication, Named Credentials, Bearer tokens
- Webhook Framework: For receiving real-time enrollment updates
Execution Highlights
Some of the key accomplishments from the build:
- Created a Lightning Web Component that performs the invitation workflow in one click
- Designed a custom Patient object to store engagement data
- Integrated secure OAuth flows and API authentication
- Developed webhook listeners with automated status updates
- Overcame network-level restrictions like VPN and IP whitelisting
- Troubleshot and resolved complex integration and API timing issues
- Completed multiple iterations of package testing and versioning
Conclusion: Powering Stronger Patient Engagement Through Smart Salesforce Integration
This project demonstrates how a well-designed Salesforce AppExchange application can transform the way pharmaceutical brands interact with patients. By connecting Salesforce directly to a patient engagement platform, the client now offers a seamless, secure, and user-friendly experience that supports better treatment adherence and improved patient outcomes.
The application is simple for users, but powerful behind the scenes — handling secure API communication, real-time event processing, and a clean patient data model.
For the client, this is more than an app.
It’s a foundation for improving patient journeys, strengthening relationships, and scaling their engagement capabilities as they grow.
