Fieldproxy + Salesforce
Bridge your CRM and field operations. Sync customer data, convert opportunities to work orders, and give your field teams the context they need to deliver exceptional service.
Sales to Service - Seamlessly Connected
See how Fieldproxy and Salesforce work together to eliminate handoff friction
Deal Closes
Opportunity won in Salesforce
Auto-Sync
Data flows to Fieldproxy
Work Order Created
Ready to dispatch
85%
Faster sales-to-service handoff
100%
Customer data accuracy
360°
Customer visibility for field teams
Why Connect Salesforce to Fieldproxy?
Eliminate data silos between sales, service, and field operations
Complete Customer Context
Field technicians see full customer history, preferences, and past interactions before every job.
Opportunity to Work Order
Convert won deals into scheduled work orders automatically - no manual data entry required.
Bi-directional Sync
Updates in either system reflect instantly - customer info, job status, and service history stay aligned.
Enterprise Security
OAuth 2.0 authentication with role-based access controls and full audit logging.
Integration Capabilities
Powerful features designed for enterprise field service operations
Account and Contact Sync
Automatically sync Salesforce accounts and contacts to Fieldproxy customers with custom field mapping.
Opportunity Conversion
Convert closed-won opportunities into work orders with all relevant details pre-populated.
Service History in CRM
Push completed job details, photos, and signatures back to Salesforce for 360-degree customer view.
Asset Management
Sync Salesforce assets with Fieldproxy equipment records for warranty and maintenance tracking.
Quote to Invoice Flow
Generate field quotes that sync with Salesforce opportunities and update upon job completion.
Custom Object Support
Map custom Salesforce objects to Fieldproxy entities for industry-specific workflows.
Real-World Use Cases
See how field service companies leverage the Salesforce integration
Commercial HVAC
Sales team closes a contract in Salesforce
Installation work orders auto-created in Fieldproxy with equipment specs, site details, and customer preferences from the opportunity record.
Industrial Equipment
Customer purchases machinery with service agreement
Asset records sync to Fieldproxy, triggering scheduled maintenance work orders based on warranty terms stored in Salesforce.
Solar Installation
Qualified lead becomes a customer
Site survey, permitting, and installation jobs auto-generated with all lead qualification data available to field crews.
Managed Services
Account manager logs a service request
Salesforce case converts to Fieldproxy work order, with technician updates flowing back to the account timeline.
Connect Your CRM to Field Operations
Join enterprise field service teams using Fieldproxy + Salesforce to deliver seamless customer experiences from first contact to completed job.
Explore More Integrations
Connect Fieldproxy with your favorite tools