Migrate from Dental-Exec to Salesforce Sales Cloud

Dental-Exec Patient records map directly to Salesforce Account. Patient-facing fields (name, date of birth, address, contact information) land on the Account object. Clinical data and treatment history require custom fields or a linked Treatment_History__c custom object we create during schema setup.

Dental-Exec Provider records (dentists, hygienists, specialists) map to Salesforce Contact. Provider type (dentist, hygienist, office manager) migrates as a Role__c custom pick-list field on Contact. We also create a Dental_Specialty__c pick-list for specialty categorization. Each provider Contact is associated to patient Accounts via a Provider_Patient_Junction__c custom junction object we provision during schema setup.

Dental-Exec appointment records map to Salesforce Event for scheduled appointments (with StartDateTime, EndDateTime, WhatId pointing to the Account) and Task for completed visits. Appointment type (hygiene, restorative, consultation) maps to a custom Appointment_Type__c pick-list on the Event or Task. Status (scheduled, completed, cancelled) maps via value mapping to Salesforce activity status pick-list values.

Dental-Exec treatment plan records have no Salesforce standard equivalent. We create a Treatment_Plan__c custom object with fields for plan status, procedure code, provider assigned, and estimated completion date. The custom object links to the Account (patient) and Contact (provider) via lookup fields.

Dental-Exec treatment history records contain procedure codes, tooth numbers, surfaces treated, materials used, and completion dates. We create a Treatment_History__c custom object with a lookup to Account and to the performing provider Contact, preserving the original treatment date as a custom field.

Dental-Exec stores insurance carrier name, group number, and subscriber ID per patient. We merge carrier name into a Salesforce Account record representing the insurance company and store group number and subscriber ID as custom fields on the patient Account linked via Insurance_Carrier__c lookup.

Dental-Exec supports many-to-many relationships between providers and patients, where a patient may see multiple providers and a provider may treat multiple patients. We create a Provider_Patient_Junction__c custom junction object with lookups to both the patient Account and provider Contact, plus a Relationship_Type__c pick-list to capture the nature of each provider-patient relationship.

Dental-Exec tracks daily production goals, units completed, and collection rate as built-in practice metrics. These have no Salesforce equivalent and migrate as custom number fields (Daily_Production_Goal__c, Units_Completed__c, Collection_Rate__c) on the Account or a custom Production_Metrics__c object — your team configures how these populate post-migration.

Dental-Exec recall records trigger when patients are due for hygiene or checkup appointments. These map to Salesforce Task records with Subject='Recall Due', ActivityDate set to the recall date, and WhatId pointing to the patient Account. Completed recalls mark the Task as Completed.

Dental-Exec clinical notes and progress notes contain rich text observations per visit. We create a Clinical_Note__c custom object with Body__c (long text area), Note_Date__c, and lookups to the patient Account and provider Contact. Notes are linked to the corresponding Event or Task for the visit.

Dental-Exec file attachments (X-rays, consent forms, insurance cards) re-upload to Salesforce Files attached to the patient Account. File size limits per Salesforce (25MB default per file) apply; inline images in notes are downloaded, rehosted, and linked to the parent Account.

Dental-Exec billing records (charges, payments, adjustments, outstanding balance) have no Salesforce standard equivalent. We create a Billing_Record__c custom object with Amount__c, Type__c pick-list (charge, payment, adjustment), Date__c, and a lookup to the patient Account. Outstanding balance migrates as a custom currency field.

Dental-Exec prospects (patients who inquired but did not schedule) map to Salesforce Lead. Name, phone, email, referral source, and interest level map to standard Lead fields. Lead status from Dental-Exec maps via value mapping to Salesforce Lead Status pick-list values.

Dental-Exec staff user accounts (office managers, billing staff, administrative personnel) map to Salesforce User records. Owner resolution uses email matching — we cross-reference each Dental-Exec staff email against existing Salesforce Users to preserve ownership continuity. Any Dental-Exec staff email with no matching Salesforce User is flagged before migration so your admin can provision the corresponding User record first.