Salesforce Field Service Integrations

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Enhance your customer service experience with Salesforce Service Cloud, the premier and most comprehensive application for customer support worldwide. This platform equips businesses with an extensive array of features that facilitate assistance to clients across their preferred communication channels, including phone, email, chat, and SMS. Some of its standout capabilities encompass a lightning console, efficient case management, omni-channel routing, telephony integration, video chat options, and social media customer service, among others. With such powerful tools at your disposal, you can ensure that your customers receive the personalized care they deserve, no matter where they are.

VSight Workflow, a powerful digital tool, is designed to drive digital change in industries like manufacturing, energy and logistics. It supports Industry 4.0 by replacing traditional Standard Operating Procedures with digital workflows. It is designed for connected workers such as operators, technicians, or quality inspectors. It helps streamline processes such as 5S, Kaizen and Lean management. QR code scanning, visual artificial intelligence, and conditional logical logic are features that enhance efficiency while supporting digital work instruction, improving compliance, reducing mistakes, and boosting productivity in production lines and field operations.

Salesforce Net Zero Cloud is a comprehensive sustainability software solution designed to assist organizations in overseeing their environmental, social, and governance (ESG) initiatives while generating disclosure reports that comply with various regulations and frameworks. Leveraging the power of the leading AI CRM, it seamlessly integrates ESG data across all facets of your business, encompassing suppliers, partners, and the entire value chain, while employing Agentforce to automate reporting processes. By implementing automated ESG reporting, companies can effectively minimize financial and compliance risks, all while identifying avenues to boost revenue, enhance savings, and amplify their social and environmental impact. The platform centralizes all sustainability data, enabling connections with other applications, systems, and suppliers to optimize returns. Users have access to report builders tailored to specific frameworks such as CSRD, SASB, GRI, and CDP, with additional options anticipated as organizational needs evolve. Moreover, the capability to generate reports in Microsoft Word through a Microsoft 365 plug-in enriches user experience with a streamlined interface, facilitating collaboration, simplifying navigation, and supporting rich text formatting, thereby enhancing overall productivity and teamwork. This innovative approach ensures that companies not only track their sustainability efforts but also effectively communicate their progress to stakeholders.

Fin is the #1 AI agent for customer service, recognized for delivering superior performance by resolving up to 65% of complex support queries end-to-end. The platform offers a unified workspace where teams can monitor, analyze, train, test, and deploy AI models effortlessly without any coding skills, driving continuous improvements in response quality. Fin’s patented AI Engine™ employs advanced retrieval-augmented generation technology to refine queries, generate accurate responses, validate outputs, and optimize overall efficiency. It supports seamless integration with any helpdesk system, including Intercom, Zendesk, Salesforce, and more, enabling omnichannel customer support across voice, email, live chat, WhatsApp, Facebook Messenger, Slack, and others. The system is highly adaptable, following existing automation rules and providing smooth handoffs to human agents when needed. Fin is trusted by leading companies like Lightspeed and Anthropic and comes with certifications for data security and privacy compliance. Its pricing is based on a pay-per-resolution model, making it a cost-effective solution for businesses of all sizes. A free 14-day trial and personalized demos are available to help teams get started quickly.

Collate is a metadata platform powered by AI that equips data teams with automated tools for discovery, observability, quality, and governance, utilizing agent-based workflows for efficiency. It is constructed on the foundation of OpenMetadata and features a cohesive metadata graph, providing over 90 seamless connectors for gathering metadata from various sources like databases, data warehouses, BI tools, and data pipelines. This platform not only offers detailed column-level lineage and data profiling but also implements no-code quality tests to ensure data integrity. The AI agents play a crucial role in streamlining processes such as data discovery, permission-sensitive querying, alert notifications, and incident management workflows on a large scale. Furthermore, the platform includes real-time dashboards, interactive analyses, and a shared business glossary that cater to both technical and non-technical users, facilitating the management of high-quality data assets. Additionally, its continuous monitoring and governance automation help uphold compliance with regulations such as GDPR and CCPA, which significantly minimizes the time taken to resolve data-related issues and reduces the overall cost of ownership. This comprehensive approach to data management not only enhances operational efficiency but also fosters a culture of data stewardship across the organization.

Augmentir™, the only AI-Powered Connected Worker Platform for Industrial Companies, is now available. Augmentir is unique in that it combines enterprise augmented reality with artificial intelligence and/or machine learning (AI/ML). This allows frontline workers to perform their jobs with greater quality and increased productivity, while also driving continuous improvement throughout the organization. Augmentir can be used to intelligently guide and support frontline workers in many industrial use cases, from the shop floor to the field.

Introducing a comprehensive native release management and version control solution tailored for Salesforce that operates effortlessly. This system unites personnel, workflows, and technology to enhance, visualize, and manage the flow of business value throughout your entire Salesforce ecosystem. It serves as an all-encompassing platform for managing requirements, controlling versions, executing deployments, and performing regression tests. Crafted with a "clicks not code" philosophy, it empowers Salesforce developers to meet their needs by facilitating changes to components that traditional Git-based solutions restrict, ensuring organizational synchronization, and accelerating deployment processes like never before. Designed to thrive in advanced DevOps settings, it seamlessly integrates with essential tools such as Git, Jira, Azure DevOps, Selenium, and more, which our clients rely on. Complete your deployments in mere minutes rather than the usual hours or days. Our click-not-code capabilities streamline all DevOps operations, empowering developers with the robust tools they desire and allowing them to work in their preferred manner while fostering a more efficient workflow. Ultimately, this solution elevates the development process, driving productivity and enhancing collaboration across teams.

Diagnose and resolve service issues quickly, accurately, and more profitably. Neuron7's AI predicts issue categories and resolution steps to help your newest team members perform as well as experienced call center agents and field service technicians. Deflect calls, increase first time resolutions, and reduce parts wastage while capturing expert knowledge. Neuron7's AI continually learns to find the best resolution paths and guide people to success quickly, despite having 1000s of agents and 1000s product configurations.

Create a comprehensive understanding of your customers to provide them with the smooth experiences they desire. Establish consolidated customer profiles, highlight relevant information, and integrate all your data seamlessly on a single platform. Link your various data sources to a centralized hub for safe and efficient data sharing. Facilitate connections between applications and Salesforce organizations, ensuring that data flows effortlessly across all your cloud services. Allow your systems to identify each customer through a singular, reconciled profile. Equip data stewards with the tools necessary to adhere to regulatory requirements. Ensure that you deliver seamless interactions by accessing contact profiles and customer information from different organizations. By utilizing a unified customer profile, you can foster personalized engagement across all your cloud environments while enhancing customer satisfaction and loyalty. This holistic approach ultimately transforms the way you interact with your customer base.

This software streamlines the data migration process among Salesforce organizations while ensuring all object relationships are preserved. It encompasses management, optimization, and upkeep of Salesforce Orgs. As these Orgs grow increasingly intricate and chaotic, Snapshot serves as a reliable tool to restore order. Monarch simplifies the challenges associated with complex data migration. Users can choose from prebuilt templates, align destination objects with multiple fields, keep object relationships intact, assess differences in datasets, import CSV files, and collaborate on datasets with their teams. This desktop application facilitates direct communication between your computer and Salesforce, ensuring utmost security and data confidentiality. You maintain full control over your data, and there is no need for package installation. Monarch leverages the bulk data API for extensive migration tasks, making it compatible with various platforms like Salesforce CPQ, Field Service Lightning, FinancialForce, and ServiceMax. Additionally, Monarch's user-friendly interface ensures that even those with minimal technical expertise can efficiently navigate the migration process.