Real-Time Data Sync Between Salesforce Service Cloud and Field Apps (Dashpivot, Procore, PlanGrid)
Introduction For many enterprises, data silos between Salesforce Service Cloud and field apps cause delays, errors, and frustrated customers. Imagine this: A case logged in Salesforce takes hours to appear in a field app. A site supervisor updates a checklist, but the service team sees it next day. Customers wait for updates because data isn’t […]
Salesforce + Dashpivot vs Procore vs PlanGrid: Which Integration Works Best for Field Teams?
Introduction When it comes to managing projects and field operations, Dashpivot, Procore, and PlanGrid are among the most widely adopted platforms. At the same time, Salesforce remains the system of record for customer service, work orders, and contracts. The question for many enterprises is: “Which integration is the best fit for our Salesforce environment?” At […]
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 […]
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 […]
