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 entry, misaligned work orders, and delayed reporting. The solution? Integrating Salesforce Field Service with Dashpivot using the FlowSite Open API.

At Perigeon, we’ve helped multiple organizations build robust Salesforce + Dashpivot integrations that improve efficiency, reduce errors, and give stakeholders a 360° view of field operations.

Why Integrate Salesforce Field Service with Dashpivot?

1. Unified Work Orders – Automatically push Salesforce work orders into Dashpivot as site tasks.
2. Real-Time Updates – Ensure field changes (status updates, form completions, photos) sync back to Salesforce instantly.
3. Improved Customer Experience – Customers get accurate updates on job progress, service completion, and documentation.
4. Eliminate Manual Entry – No more duplicate logging of hours, materials, or completion notes.

Integration Architecture Overview

The integration typically involves:

• Salesforce Field Service → Source of truth for customers, work orders, scheduling.
• FlowSite Open API → Dashpivot’s REST API used for pushing/pulling records.
• Middleware/Direct API Calls (options: MuleSoft, Boomi, Azure Functions, or direct Apex callouts).

Workflow Example:

1. Work order created in Salesforce → API pushes to Dashpivot.
2. Field technician updates task in Dashpivot → Update syncs back to Salesforce.
3. PDF forms, checklists, or site photos uploaded → Stored in Salesforce Files for visibility.

Step-by-Step Integration Process

Step 1: Prepare Salesforce for API Integration

• Enable Salesforce Named Credentials for FlowSite API authentication.
• Create custom objects/fields if needed (e.g., “Dashpivot Project ID”).
• Build Apex classes or use middleware connectors.

Step 2: Connect to FlowSite API

• Obtain API key & project schema from Dashpivot/FlowSite.
• Test endpoints:

1. /projects → list projects
2. /forms → retrieve site forms
3. /tasks → push new site tasks

Step 3: Map Work Orders to Dashpivot Projects

• Salesforce Work Order → Dashpivot Project/Task.
• Work Order Line Items → Dashpivot sub-tasks/materials.

Step 4: Sync Data in Real-Time

• Use Platform Events in Salesforce to trigger API calls.
• Dashpivot webhooks notify Salesforce when updates occur.

Step 5: Handle Document Sync (PDFs, Images)

• Store Dashpivot-generated PDFs in Salesforce Files.
• Map “before/after” site photos directly to Work Orders.

Common Integration Use Cases

✅Construction Industry – Push scheduled site inspections from Salesforce to Dashpivot; receive signed forms/photos back.
✅Oil & Gas – Manage safety checklists in Dashpivot while tracking compliance in Salesforce.
✅Utilities & Energy – Dispatch field teams via Salesforce, log completion notes with evidence in Dashpivot.

Challenges & Best Practices

🔹 API Limits – Dashpivot has request quotas; batch sync where possible.
🔹 Error Handling – Build retry logic for failed API calls.
🔹 Data Mapping – Standardize field names between systems to avoid mismatches.
🔹 Scalability – Start with 1-2 core workflows (like work orders + PDFs), then expand.

Why Perigeon?

• Certified Salesforce Consulting Partner with proven Field Service & Service Cloud expertise.
• Hands-on experience integrating Dashpivot, Procore, Aconex, and other site tools with Salesforce.
• Delivered document sync, work order automation, and real-time dashboards for clients in construction, energy, and asset-heavy industries.

👉 If you’re considering Salesforce + Dashpivot integration, Perigeon can design a tailored integration roadmap and implement it end-to-end.

Looking to integrate Salesforce Field Service with Dashpivot or similar field apps?
Perigeon has delivered successful integrations across industries using FlowSite Open API and custom Salesforce development.

📩 Contact us today to explore how we can streamline your field service operations.