Overview

Salesforce Integration version 2 is phased out, Reach out to your Sales contact to learn about the new version 3

The pre-packed Salesforce integration is a quick way to start integrating with Field Nation.

Salesforce Integration

The prepacked Salesforce integration is a quick way to start integrating with Field Nation. It does have limited functionality but is a very quick way to get up and running.

Create Work Orders from Salesforce

Pass all Salesforce values or a combination of Salesforce and the Field Nation Template values to draft your work orders on Field Nation.

Update Salesforce

Update your Salesforce case/ticket in real-time with work order information, such as:

• Assigned Provider Name & Phone
• Provider Uploaded Deliverables
• Close Out Notes
• Provider Messages

Connecting to a Salesforce Object

Field Nation is able to read and write out of the box or custom Salesforces objects. Providing the Object Name during the setup, grants Field Nation access to that object.