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Salesforce Connector.

Amplify your investment with FieldAware’s field service app and Salesforce integration. 

 

Feed Salesforce from the Field

Integrate FieldAware with your Salesforce CRM platform to provide your customers with an informed, quality experience through your field engineers and other sales- and service-related employees. 

FieldAware and Salesforce Integration

Despite the importance of Salesforce, most businesses are still manually entering data from the field — after the fact. This results in a rise in days sales outstanding (DSO), lost upsell opportunities, and more overhead for mobile workers and back-office staff. FieldAware’s Salesforce Connector bridges the gap by seamlessly transferring job data, item costs, customer information, photos, and more from the field back into Salesforce. 

FieldAware can even capture pre- and post-work signatures from a mobile device. By using the technology that your mobile workers are using today, FieldAware eliminates paperwork and errors that are common at service-oriented companies. 

Here is what FieldAware’s Mobile App capabilities can do for your service organization...

The Benefits of Using FieldAware as Your Salesforce Field Service Mobile App

FieldAware for Salesforce can help your company: 

  • Create jobs directly from Salesforce and feed them to FieldAware 
  • Associate work orders with accounts, opportunities, and cases 
  • Sync customer data, line items, tasks, pictures and invoices back to Salesforce from the field 
  • Map custom fields between Salesforce and FieldAware to completely tailor to your workflow 

“With FieldAware the technicians have prompts they can use for the additional services and maintenance contracts we offer, as well as access to customer information through the integration with Salesforce. This makes it all very straightforward for technicians while face-to-face with our customers.”

Chris McFadden

Service Director — Cross Refrigeration

17%

Increase in revenue through never missing a service call

15%

Improvement in revenue generation

12%

Improvement in staff retention

Who Benefits From Field Service Mobile Apps?

Operations & Dispatch
  • Eliminate the need for timely status checks to the field
  • Customer, asset and job data are accessible anywhere, anytime
  • Field staff can be fully trained in as little as two hours

IT

  • User onboarding is as simple as downloading the app and logging in
  • Native application works offline – where no data connection is available
Executive & Owner
  • Reduce days sales outstanding (DSO) by eliminating paperwork and reentry of data
  • Monitor service metrics to repair revenue leakage
  • Reduce customer churn by 22% by arming your field staff with customer data

Key Salesforce Integration Features

  • Connect FieldAware’s cloud-based made-for-mobile solution to Salesforce
  • Maintains real-time connectivity between Salesforce Cases, Sales Orders, and FieldAware
  • Capture images and video, edit PDFs on mobile devices and send to Salesforce
  • Tailor the solution via custom field mapping to meet the needs of almost any business

How Salesforce Integration Works

  • Sync to native Salesforce fields or custom map fields
  • Create jobs from a mobile device in the field or within Salesforce
  • Collect photos and signatures in the field to view within Salesforce

Product Datasheets

FieldAware For Salesforce

White Papers

Field Service Management – Tips For Successful Integration

White Papers

Our Introduction To Seamless Integration

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Discover how FieldAware connects your entire field service operations and drives value to every part of your business.
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