What is a Salesforce Integration?
The term Salesforce integration refers to secure communication and data sharing between the Salesforce and TrueContext systems.
Available on the Advanced and Enterprise tiers:
Benefits of a Salesforce integration
TrueContext integration points
TrueContext can pull data from Salesforce records of any Object type into your forms. TrueContext can also create or update Salesforce records with data from submitted forms. The following integration points in TrueContext enable this type of communication:
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Salesforce Connection—to establish a secure, OAuth connection between Salesforce and TrueContext
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Salesforce Data Source Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data.— to use Salesforce reports or Salesforce Object Query Language (SOQL) to pull data into TrueContext
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Salesforce Data Destination—to push data from TrueContext to Salesforce Objects
Tip: TrueContext supports both Salesforce sandbox and production environments.
Supported Salesforce orgs, apps, and extensions
TrueContext supports the following:
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Any API-enabled Salesforce orgs and industry-specific cloud applications
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Applications like Chatter
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Extended solutions like ServiceMax Core, ServiceMax Asset 360, and other AppExchange partners