Salesforce Integration Overview
Available on the Advanced and Enterprise tiers:
Seamless integration with Salesforce
TrueContext integrates with any solution and app built on the Salesforce platform, such as Sales Cloud, Service Cloud, Salesforce Field Service, and partner apps like ServiceMax Core and ServiceMax Asset 360. Mobile deep linking enables a seamless experience with the Salesforce Field Service and Salesforce mobile apps.
Efficient data handling and visibility
Users can bring list data into TrueContext and create or update records in any standard or custom Salesforce object. A single TrueContext submission can update multiple objects in Salesforce, including related objects with a parent-child relationship. Automatically generate and attach submission data in PDF, Word and other formats to Salesforce records to enhance visibility and reach of all captured data.
Leverage Salesforce reporting and analytics tools
Since TrueContext submission data maps to Salesforce objects and fields, users can gain further insights from standard Salesforce dashboards and reporting, as well as other business intelligence and analytics solutions from Salesforce and Salesforce partners.
Salesforce Integration Cookbook
Get “recipes” for frequently used Salesforce Integration procedures.
Key Concepts
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 -
Salesforce Data Destination—to push data from TrueContext to Salesforce Objects
Tip: TrueContext supports both Salesforce sandbox and production environments.
Configuration
You can configure Salesforce Data Destinations to send form data to specific fields in Salesforce, such as account information, contacts, or records. A Salesforce Apex REST Data Destination can send data to complete custom actions in Salesforce, such as to update a Chatter feed.
A Salesforce Report Data Source can retrieve data from specific Salesforce fields, such as account information, report status, and case number. A Salesforce Query Data Source uses SOQL to retrieve data from Salesforce Objects to populate forms.
Regardless of the Salesforce Data Source or Data Destinations you choose, you must first have a Salesforce Connection that enables you to send and receive data.
Troubleshooting
Error messages help you identify where there is missing information in a submission or configuration. When TrueContext and Salesforce communicate, you may receive an error message. Resolve the issues and resend the data to ensure that your Salesforce records update properly.