5 Salesforce Integration Patterns Every IT Architect Should Know
Introduction In today’s digital ecosystem, Salesforce rarely operates in isolation. Businesses depend on a connected stack of ERP, HR, finance, e-commerce, and customer service platforms — and Salesforce must integrate seamlessly with all of them to maximize value. For IT architects, understanding the right integration patterns is crucial for building scalable, reliable, and cost-effective solutions. […]
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 […]
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 […]
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 […]
Revolutionizing Customer Service with Salesforce Service Cloud and Service CPQ
In today’s experience-driven economy, customer service is not just about resolving issues—it’s about delivering fast, personalized, and seamless experiences across every channel. Salesforce’s Service Cloud leads this transformation, and when combined with Service CPQ, it turns service operations into strategic revenue engines. 🔍 What is Service Cloud? Salesforce Service Cloud is a customer service […]
Streamline Salesforce Processes Using airSlate
Table of content Introduction to airSlate Benefits of Using airSlate with Salesforce How Perigeon Software Can Help You Integrate airSlate with Salesforce Best Practices for Utilizing airSlate and Salesforce Integration Conclusion Introduction to airSlate airSlate is a comprehensive automation platform that allows businesses to streamline their workflows, automate repetitive tasks, and improve overall efficiency. With […]
