How to Seamlessly Integrate Salesforce Field Service with Dashpivot Using FlowSite Open API
Introduction Field service operations today demand real-time collaboration between office teams, field technicians, and site supervisors. Many companies use Salesforce Field Service (FSL) to manage work orders, scheduling, and customer interactions—while tools like Dashpivot by Sitemate help digitize workflows, forms, and documents on-site. But when these systems work in silos, teams struggle with double data […]
Salesforce Service Cloud + Service CPQ Integration: The Complete Playbook
Introduction For many service-driven businesses, support and quoting processes don’t always talk to each other. Service agents manage cases in Salesforce Service Cloud, while quoting teams work separately in Service CPQ. This disconnect often leads to: Inaccurate or delayed service quotes Customer frustration from repeated data entry Lost revenue opportunities due to lack of upsell/renewal […]
Top 5 Field Service Apps to Integrate with Salesforce (Dashpivot, Procore, Aconex, PlanGrid, Fieldwire)
Introduction The construction and field service industry runs on a mix of systems—Salesforce for CRM & Service, and platforms like Dashpivot, Procore, Aconex, PlanGrid, and Fieldwire for project delivery and site management. Without integration, companies face: Fragmented workflows Manual data entry Delayed reporting The good news? These systems can be seamlessly integrated with Salesforce to […]
Work Orders Made Simple: Salesforce Field Service Integration with Dashpivot & Procore
Introduction For field service and construction teams, work orders are the heartbeat of daily operations. Salesforce Field Service manages scheduling and customer interactions, while site tools like Dashpivot and Procore handle on-ground execution. The challenge? Disconnected work orders. Salesforce has the order, but field teams don’t see it in Dashpivot/Procore. Site teams complete tasks, but […]
Automating PDF & Document Sync Between Salesforce and Dashpivot (FlowSite API in Action)
Introduction In industries like construction, energy, and asset management, documents are at the core of compliance and service workflows. Salesforce excels at managing customer interactions and cases, while Dashpivot helps teams capture checklists, safety forms, and site photos. But when documents stay siloed in Dashpivot, service teams working in Salesforce lose visibility. The solution? Automating […]
Why Integrating Service CPQ with Field Service Is a Game Changer for Asset-Heavy Industries
Introduction For asset-heavy industries—utilities, energy, manufacturing, telecom—service delivery and service pricing must go hand in hand. Salesforce Field Service manages scheduling and execution, while Service CPQ ensures accurate service pricing, renewals, and contracts. When disconnected, companies face: Delayed service quotes Incorrect pricing for on-site jobs Lost upsell or renewal opportunities Integrating the two transforms […]
