Your team already lives in Salesforce. With Salesforce set up as the identity provider, a button on the record signs them into the connected system and opens the right patient or client, with no second password and no searching.
900+ integrations completed · Salesforce partner · We sign BAAs
What happens when someone clicks
A button on the Salesforce record, next to the work they are already doing
A signed SAML login, matched to their user by Federation ID
The other system opens on that patient or client, not a search page
Single sign-on means one login for several systems. Here, Salesforce is the identity provider: it vouches for the user, and the connected system trusts it instead of asking for its own password.
The part setups miss is the landing. A login that drops people on the other system’s home page still makes them search for the record. We pass the record ID with the login, so they arrive on the right patient or client.
What's included
Salesforce enabled as a SAML identity provider, with its certificate, and the connected app configured on both sides.
"Open in" buttons that pass the record ID, so users land on the right patient or client file.
Federation IDs set on every user who needs access, and name or email changes kept in sync so logins do not break.
Certificates set up, renewed when they come due, and more than one where a system needs it.
A branded loading screen while the other system opens, so users know it is working.
A step-by-step checklist for adding new staff, so access does not depend on one person remembering how.
Multi-factor authentication set up for the users who need it, and login settings that match how your team works.
Open the patient cost estimate from the Salesforce record
Kipu offers SSO, so "Open in Kipu" can sign users in and open the patient
Sunwave offers SSO, so users can open the patient in Sunwave from Salesforce
If a system accepts SAML login, we can connect it the same way
On a free call we list the systems your team logs into, check which accept a Salesforce login, and show you what the setup would take.
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How it works
We look at which systems your team logs into, who needs access, and what they should land on.
Want one system connected first? 3 hours of work and a clear deliverable.
Priced by project, not by the hour. You approve before we start.
Set up and tested in a sandbox, then live with your users, plus the onboarding checklist.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Yes. Salesforce signs users in with SAML, so the other system has to accept a SAML login. We check that on a free call.
Not for logging in through Salesforce. They sign in to Salesforce once, and the button signs them into the connected system.
SSO stops working until a new certificate is in place. We note the expiry date at setup and can handle the renewal, so it does not catch your team off guard.
Logins are signed and nothing is shared but what the other system needs to identify the user and the record. We sign a BAA for healthcare work.
By project, not by the hour. The first call is free, and a 3-hour starter is available if you want one system done first.
