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 […]
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 […]
