What is a Salesforce Integration?

The term Salesforce integration refers to secure communication and data sharing between the Salesforce and TrueContext systems. This topic briefly describes the Salesforce integration points in TrueContext and lists the supported Salesforce orgs, apps, and extensions.

Available on the Advanced and Enterprise tiers:

Essentials
Advanced
Enterprise

Benefits of a Salesforce integration

Organizations often use their CRM in conjunction with a field service management system, such as Salesforce Field Service or ServiceMax, to dispatch work to front-line workers. The work orders typically provide essential data about scheduling, work location, customer contacts, and details of the service to be delivered. A Salesforce integration with TrueContext enables you to share data between the two systems and enhance the functionality of your field service management system.

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:

Tip: TrueContext supports both Salesforce sandbox and production environments.

Supported Salesforce orgs, apps, and extensions

TrueContext supports the following:

  • Any API-enabled Salesforce orgs and industry-specific cloud applications

  • Applications like Chatter

  • Extended solutions like ServiceMax Core, ServiceMax Asset 360, and other AppExchange partners

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