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:

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:

• Salesforce Connection—to establish a secure, OAuth connection between Salesforce and TrueContext

• 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

• 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:

• 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