Salesforce + Lightning Step
The Operational Data Layer For Lightning Step And Salesforce
Lightning Step manages your clinical environment. Salesforce manages your admissions pipeline. Without a connection between them, your team manages both, manually.
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Your Admissions Pipeline Ends Where Your Clinical System Begins.. Braided Fixes That.
Braided connects Salesforce and Lightning Step into one operational environment, so qualified patients flow into treatment automatically, and clinical updates flow back without a single manual step.
Why connect Salesforce to Lighting Step?
Most behavioral health organizations run Salesforce on the front end and Lightning Step on the clinical side. When they are disconnected, the gap becomes a manual process:
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Re-entering demographic and insurance data from Salesforce into Lightning Step
Chasing down admission and discharge dates to keep CRM records current
Building reports that cannot tie front-end activity to clinical outcomes
Losing visibility into patients the moment they enter treatment
Every handoff between admissions and clinical creates room for error. The team pays the cost in data inconsistency, reporting blind spots, and hours spent bridging two systems. Manual work becomes the hidden tax on scale. Braided removes that tax with a fully managed, bi-directional integration, so Salesforce and Lightning Step operate as one.
How the Salesforce + Lightning Step integration works
PUSH: Salesforce → Lightning Step
When a patient qualifies in Salesforce, Braided aggregates that data in real time and pushes it into Lightning Step as a preadmission record, ready for intake. No re-entry. No delays. One qualified lead flows seamlessly into the clinical workflow.
Includes:
Demographics
Insurance
Referrals
Attachments
Supporting Documentation
Custom Fields
Triggered by: Stage changes, checkboxes, buttons, or workflow conditions you define.
PULL: Lightning Step → Salesforce
As patients progress through treatment, Braided continuously pulls clinical updates back into Salesforce and associates them to the right records. Your CRM stays aligned with what is actually happening in Lightning Step without manual reconciliation.
Includes:
Admission Dates
Discharge Dates
Programs
Level Of Care
Discharge Type
Chart-Level Changes
Updated: On a recurring basis so leadership, operations, and alumni teams always have current information.
Not An Integration Vendor. Infrastructure.
Most integration providers build once and disappear. Braided stays involved. We manage, maintain, support, and update the integration over time as your organization, workflows, and systems evolve.
- Ongoing support when things change
- Field-level updates and enhancements
- Workflow adjustments as your team grows
- Proactive updates when Lightning Step or Salesforce change their APIs
A fragile integration is not a technical inconvenience. It is an operational problem.
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Manual Work is The Hidden Killer of Scale
Every re-entry costs time. Every manual reconciliation costs accuracy. Every disconnected workflow costs scale. Braided replaces manual dependencies with automation:
From Duplicate Entry →
Data Continuity
From Manual Handoffs →
Automated Record Creation
From Fragmented Systems →
From Fragmented Systems →
Built for Behavioral Health. Not for Everyone
Braided speaks behavioral health. We understand preadmission, intake, treatment tracking, utilization review, level of care transitions, discharge, alumni workflows, and the reporting demands of running a treatment organization. That is not a generic skill. That is deep systems understanding combined with white-glove support. Built around your Salesforce architecture. Whether you use standard Accounts and Opportunities or custom treatment episode models, Braided adapts to your structure.
AI starts with data that actually works
Every behavioral health organization is hearing about AI. But AI is useless without clean, connected operational data. Braided creates the reliable operational data layer you need for reporting today and AI readiness tomorrow.
admissions
Less duplicate entry. Faster qualification-to-intake movement. Better patient status visibility.
Operations and Leadership
Cleaner reporting. More trustworthy dashboards. Better insight into what is actually happening across your organization.
Organization
Less manual work. Fewer hidden system failures. A stronger foundation for scale.
FAQ
How is Braided different from a custom integration build?
Custom builds are treated like projects: built once, then left alone. Braided is a managed infrastructure. Ongoing support, updates, and maintenance are included for the life of the relationship.
Does Braided only push data into Lightning Step?
No. Braided is fully bi-directional, pushing preadmissions into Sunwave and pulling chart updates back into Salesforce continuously.
Can Braided work with my existing Salesforce consultant?
Yes. Braided focuses on the integration layer while your existing Salesforce resources handle the broader environment.
How long does implementation take?
Once access and mapping are available, implementation typically moves in days or weeks, not months.
Is this built specifically for behavioral health?
Yes. Braided is purpose-built for behavioral health workflows and understands the operational realities that treatment organizations depend on.
Can Braided support more than Lightning Step and Salesforce?
Yes. Braided can also integrate Kipu, Sunwave, CollaborateMD, Sage Intacct, and more. Check out the integrations section on the website. If you don't see what you are looking for, just ask.
