Migrate from DentAdmin to Salesforce Sales Cloud

DentAdmin Patient records map to Salesforce Contact. The patient's primary address, phone, email, and date of birth migrate as standard Contact fields. Multi-site assignments in DentAdmin migrate as a custom Multi_Site_Practice__c pick-list field on Contact. Unmatched patients with missing email receive a generated placeholder address and are flagged for manual review before go-live.

Insurance provider from DentAdmin maps to a Salesforce Account record (the insurer). The patient's insurance policy number, coverage tier, and RZIV entitlements migrate as custom fields on the Contact (Insurance_Policy_Number__c, RZIV_Coverage_Tier__c, RZIV_Entitlement__c). Insurer name links to Account via AccountId lookup. If the insurer is not already in Salesforce as an Account, a placeholder Account is created and flagged for the admin to populate.

Treatment plans in DentAdmin contain procedure codes (RZIV), treatment descriptions, estimated costs, and status. These map to Salesforce Opportunity with Name derived from patient name + treatment type, Amount from total estimated cost, and Stage from DentAdmin status (Draft → 'Prospecting', Active → 'Value Proposal', Completed → 'Closed Won'). RZIV procedure codes migrate as custom Opportunity fields (RZIV_Procedure_Code__c, RZIV_Line_Item__c) since Salesforce Opportunity Products require a Price Book entry for each procedure code.

DentAdmin appointments map to Salesforce Events with WhoId linked to the Contact record and original start/end times preserved. Appointment type (check-up, procedure, consultation) migrates as Event Type. Provider name maps to Event OwnerId resolved by email match to Salesforce Users. Multi-site location stored as custom Location__c field on Event. Outlook calendar sync behavior is not replicated — Salesforce Events do not push to Outlook automatically without third-party AppExchange apps.

DentAdmin provider records map to Salesforce Users by email match. Provider specialty (orthodontist, periodontist, general dentist) migrates as a custom Title or Department field. If a provider in DentAdmin does not have a corresponding Salesforce User license, their records are assigned to a fallback admin User and flagged in the migration report so the practice can provision the license before go-live.

DentAdmin SMS history and communication logs migrate as Salesforce Tasks with Type = 'SMS' or 'Email', Subject derived from the communication type, and the original body preserved in Description. Timestamps and sender/recipient information migrate as custom fields (SMS_Direction__c, SMS_Sent_Date__c). Salesforce does not send SMS natively — a third-party AppExchange app (such as Sarbacane or DialedIn) must be installed post-migration to enable outbound SMS.

DentAdmin invoices contain line items, payment status, and insurance reimbursement data that have no standard Salesforce equivalent. FlitStack AI creates a custom Dental_Invoice__c object with fields for Invoice_Number__c, Invoice_Date__c, Amount__c, Payment_Status__c, Insurance_Reimbursement__c, and RZIV_Code__c. The invoice is linked to the Contact record via a lookup. Invoices that were fully reimbursed via RZIV are marked Paid in the custom object.

DentAdmin file attachments (treatment consent forms, imaging files, referral letters) are downloaded and re-uploaded to Salesforce Files linked to the Contact record. File size limits of 25MB per Salesforce file apply; files exceeding this limit are split or linked via external URL in a custom External_Document_Link__c field. Inline images embedded in DentAdmin notes are extracted and saved as separate Salesforce Files.

DentAdmin allows custom fields per patient for RZIV-specific tracking (such as Orthodontic_Waiting_Period__c or Implant_Coverage__c). Each custom field in DentAdmin is assessed by data type: pick-lists become Salesforce pick-list fields, text fields become text fields, date fields become date fields. All custom fields receive the __c suffix and are named with the original DentAdmin field label translated to Salesforce naming conventions (no spaces, underscores between words).

DentAdmin supports practices with 10+ sites under a single account. Each site in DentAdmin maps to a Salesforce Account record in a parent-child hierarchy under the master practice Account. Salesforce Territories are created per site to scope sharing rules, record access, and reporting. Users are assigned to Territories based on the site they manage in DentAdmin, so appointment data and patient records are visible only to the relevant site's team in Salesforce.

DentAdmin automated appointment reminder SMS and email sequences do not have a Salesforce equivalent. These are documented in the migration handoff package with DentAdmin rule logic (trigger timing, message templates, patient segments) so the Salesforce admin can rebuild them in Salesforce Flow or install an AppExchange reminder app. FlitStack does not migrate automation logic — only the configuration documentation is preserved.

DentAdmin's CLICKDOC integration syncs the dental calendar bidirectionally with MS Outlook. Salesforce does not offer native Outlook calendar sync at the Event object level. A third-party AppExchange app (such as Outlook4Salesforce or RelateIQ Calendar Sync) must be installed post-migration to replicate this behavior. FlitStack provides a setup guide referencing compatible AppExchange products so the admin can configure the sync after data migration completes.