Salesforce implementation consulting in Melbourne.

Yes, with some custom design. We typically create a contract-vehicle object linked to the agency account, relate task orders or delivery orders to it, and connect each pursuit opportunity to the vehicle it will be bid under. Ceiling values, ordering periods and recompete dates become reportable fields, so leadership can see upcoming expirations and plan capture work without maintaining a separate tracker.

Start with the process where patients or referring physicians feel the most friction, which is often referral intake or scheduling questions. Build a case queue and referral-source accounts, integrate only the patient identifiers needed to match records, and keep clinical documentation in the EHR. A narrow first launch lets privacy and compliance staff review the design in practice before outreach or marketing features are added.

Partners should see only the pursuits and documents they are part of. We usually give them an Experience Cloud site with sharing tied to the pursuit or program record, so a subcontractor on one bid never sees another. Internal users get access through roles and permission sets aligned with program assignments. Anything export-controlled stays out of the portal and out of Salesforce, referenced by document number from the approved repository your security staff already manages.