Salesforce Integration Cookbook
The Salesforce Integration Cookbook provides useful “recipes” for frequently used Salesforce Integration procedures.
Available as an add-on for the Intelligent and Elite tiers:
Salesforce Key Features
Salesforce Integration Key Features
Works with any solution built on Salesforce
TrueContext integrates seamlessly with the Salesforce platform. It connects to any cloud, solution, or app on Salesforce, such as Sales Cloud, Service Cloud, or Salesforce Field Service. It also integrates with partner apps like ServiceMax Core and ServiceMax Asset 360.
Leverage deep linking for a seamless mobile experience with the Salesforce Field Service and Salesforce mobile apps.
Fetch data and update any standard or custom object
Bring list data into the TrueContext workflow using a Salesforce report ID or SOQL.
Create new records or update existing ones in any standard or custom Salesforce object.
Attach documents, images, and other files to new or existing records.
Update more than one object with a single submission
A single ProntoForms submission can update multiple objects by linking to as many Salesforce Data DestinationsA Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats. as needed. This includes related objects with a parent-child relationship.
For example, a single submitted form can:
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Update a record in the Work Order object.
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Create a new record in the Asset object.
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Create several Calibration records related to the new asset.
Enhanced data visibility: Attach TrueContext documents and images to Salesforce records
A TrueContext submission can attach a PDF or Word output document with all data collected in TrueContext. It can also include image, audio, or file attachments added by field users. Files are saved to a record’s Related Files list as shown in the following example.
Leverage Salesforce reporting and analytics tools
Data collected in TrueContext is mapped to objects and fields. This means that users can build reports and dashboards inside their Salesforce orgs or with business intelligence and analytics solutions from Salesforce and Salesforce partners.
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