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 […]
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 […]
