What is a Salesforce Data Destination?

A Salesforce Data DestinationClosed A 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. is an integration point between Salesforce and TrueContext. Use a Data Destination to push data from submitted forms to create or update records in your Salesforce org. This topic briefly describes the benefits of using a Salesforce Data Destination.

Available on the Advanced and Enterprise tiers:

Essentials
Advanced
Enterprise

With a Salesforce integration, your front-line workers can enter data in TrueContext and send it to Salesforce. You can configure a Salesforce Data Destination to

  • create new records, such as new accounts, cases, and opportunities, or

  • update existing records with customer contact information, case status, or opportunity progress.

Our tight integration with Salesforce means that you can map data to any object in your org. Salesforce Data DestinationsClosed A 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. update and create records even within a parent-child (related) object structure.

Once a field user submits a form, you can use that data for your Salesforce:

  • Analytics

  • Automated workflows and processing

  • Dashboards

  • Record-keeping

  • Reporting

TrueContext supports data mapping to standard and custom Salesforce objects and fields, as well as objects created by third-party AppExchange packages.

TrueContext supports mapping data to... For example...
Standard objects and fields

  • Sales Cloud

  • Service Cloud

  • Field Service Management

  • Industry Solutions
Objects and fields created by third-party AppExchange packages

  • SeviceMax Core

  • ServiceMax Asset 360
Custom objects and fields Customer defined objects and fields

A Salesforce Apex RESTClosed The Salesforce Apex REST is a type of Salesforce Data Destination that enables TrueContext to interact with Salesforce by means of an Apex REST API endpoint. If using an Apex REST API endpoint, developers can write APEX code to send custom messages that pull specific data from submitted forms. Data Destination enables the interaction between TrueContext and a Salesforce or Apex Rest API endpoint. With a Salesforce Apex REST Data Destination, you can fully utilize the data collected in TrueContext for custom actions in your Salesforce org.

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