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 Salesforce doesn’t reflect updates.
- Documents and photos remain siloed.
The solution lies in integrating Salesforce Field Service with Dashpivot & Procore.
How Work Order Integration Works
With Dashpivot
- Salesforce Work Order → Dashpivot Task
- Site updates (status, forms, checklists, photos) → Synced back to Salesforce
- Completed forms stored as PDFs in Salesforce Files
With Procore
- Salesforce Opportunity/Work Order → Procore Project/Task
- Procore RFIs, submittals, progress logs → Synced back to Salesforce
- Real-time updates feed into Salesforce dashboards
Key Benefits
- End-to-End Work Order Visibility → From creation in Salesforce to completion on site
- Customer Communication → Service teams update customers in real time
- Improved Compliance → Documents and photos tied directly to Salesforce records
- Higher Productivity → Field teams avoid duplicate entry; office teams gain live insights
Real-World Scenarios
- Construction Projects
A new project work order in Salesforce automatically creates a Dashpivot task list. Field supervisors update status, and Salesforce reflects real-time progress. - Utilities & Energy
Scheduled maintenance work orders in Salesforce flow into Procore; technicians upload inspection checklists; compliance docs sync back. - Facilities Management
Work orders generated by customer requests → On-site teams execute via Dashpivot → Completion synced to Salesforce Case closure.
Challenges to Consider
- Data Mapping: Work order fields (priority, SLA, attachments) must map correctly.
- Volume Management: High volume of work orders requires efficient batching.
- Error Handling: Failed syncs should trigger alerts for quick fixes.
Perigeon ensures these are addressed with robust architecture and QA processes.
Why Perigeon?
- Hands-On FSL Expertise → Salesforce Field Service implementation experience across industries.
- Proven Dashpivot & Procore Integrations → Delivered end-to-end document sync, task automation, and dashboards.
- Certified Salesforce Partner → Deep ecosystem knowledge + API integration expertise.
Need to streamline work orders between Salesforce and field apps like Dashpivot & Procore?
📩 Talk to Perigeon — we specialize in building real-time, scalable integrations that simplify operations.
