Salesforce Health Cloud to Holistics Integration

How Datrise loads Salesforce Health Cloud into Holistics

Datrise syncs Salesforce Health Cloud's patients, care plans, care teams, clinical encounters, cases, and consents into Holistics as warehouse tables modeled in Holistics. Flexible or custom fields land in flattened columns for the modeling layer, and timestamps such as created, updated, and status changes are typed as date/time dimensions.

Sync is incremental: Datrise uses incremental refresh of the modeled tables, so re-runs update only what changed. Date-partitioned facts for fast aggregates. Holistics models data as code on top of SQL, so Datrise lands stable column names to keep your models from drifting.

Ideal for as-code BI modeling on a warehouse.

Endpoints

Salesforce Health Cloud: Patient and member relationship management on Salesforce.

Holistics: Self-service BI with modeling layers and scheduled report delivery.

How Salesforce Health Cloud entities map to Holistics

Salesforce Health Cloud entity	Holistics object	Notes
patients	`salesforce_health_cloud_patients`	id PK · custom fields → flattened columns for the modeling layer
care plans	`salesforce_health_cloud_care_plans`	id PK · linked to salesforce_health_cloud_patients
care teams	`salesforce_health_cloud_care_teams`	id PK · linked to salesforce_health_cloud_patients
clinical encounters	`salesforce_health_cloud_clinical_encounters`	id PK · linked to salesforce_health_cloud_patients

FAQ

How does Datrise handle Salesforce Health Cloud's custom fields in Holistics?

Flexible values are stored as flattened columns for the modeling layer, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Holistics types.

How does the Salesforce Health Cloud to Holistics sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the modeled tables.

Related pipelines

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