AACN Transition to Salesforce FAQs (Updated 6/30/2023)

This is a live document that we will update as the process continues. If you have any questions that are not answered here, please reach out to Austin Cerwin Gracia at [email protected] and he will include the question and answer on this page.

Have other organizations also decided to switch to Salesforce?

Yes! In fact, every core partner of the AACN, including the City of San Antonio, United Way of San Antonio, Autism Lifeline Links, ConnectAbility at Warm Springs, has decided to join us in our move from Signify to Salesforce.

When will the transition take place?

Guaranteed by the end of 2023 and hopefully sooner. We have completed the discovery process and are working on designing a system with much greater capability that will make entering information and creating referrals much easier.

Does this mean that we will no longer have access to Signify?

Yes. Signify has decided to close this line of business starting on January 1st, 2024, and we will no longer be able to access the platform.

Will we be able to keep our data from the referrals we have sent over the years?

Yes! All referral, needs, and assessment data will be transferred to Salesforce.

Will we have to gain authorization for clients who have already signed up?

We plan to transfer authorizations along with the other data. We will keep you posted if anything changes.

How will the workflow change from how it currently is?

While a lot is still up in the air and the design process will take some time, we will try to keep the workflow as seamless and efficient as it currently is in Signify. In addition, we will be implementing some new features that you and your team will find useful. If you have any suggestions or ideas, please let us know!

Will my team need to be trained again?

Yes, every user who needs access to the new system will be trained. We will send additional information as the date approaches.