Under Build / Create, click on the link marked “Apps”.
Log into Salesforce and click the “Setup” link at the top right of your home page. Salesforce Set Up Page Configuring SiteCapture in the Salesforce Portal the Salesforce client ID and secret associated with the connected app. the Salesforce username and password that will be used to make the connection. The first step in establishing the integration between Salesforce and SiteCapture is to create a connected app in Salesforce and make note of the following parameters: Which data gets sent back to Salesforce is specified by the push field mappingsspecified in the integration configuration. Once the report has been completed in SiteCapture, data collected in the field will get sent back to the Salesforce parent object. It may include information such as the property address, the name of the customer, etc. The data fields that are pulled from the parent object are determined by the pull field mappings specified in the integration configuration, which is explained below. Additionally, SiteCapture will pull any relevant data from the Salesforce parent object. SiteCapture will pull the field report from Salesforce and create it in SiteCapture. The due date for the report to be completed in SiteCapture. The SiteCapture user that the field report will be assigned to. The SiteCapture template to be used for the field report. The Salesforce field report will specify the following: Parent objects are not represented in SiteCapture. The parent and field report Salesforce objects are used in the SiteCapture integration as follows:Įach field report in Salesforce is represented by a corresponding object in SiteCapture. 
For simplicity, the instructions below will just assume that a single "field report" template being used.) For example, a site might require several inspections and/or several maintenance orders corresponding to different templates in SiteCapture.
(Note that the parent can contain multiple child objects. Throughout the remainder of this document, the child object will be referred to as a "field report". The child object represents the job to be done on the parent (and this is what the SiteCapture project represents), like a field report, work order, inspection, repair, or estimate. The parent object is something like a customer account, or a particular property/site/installation where inspections or other work will be performed. There should be two kinds of objects in Salesforce, which have a parent/child relationship. The SiteCapture integration with Salesforce is based on a particular data model, which is important to understand before creating a configuration as described below. Quick video below will walk through the integration at a high level but you must also go through the written instructions for specific details.
Data from the SiteCapture report (and optionally a report and/or image zip file) is pushed back to Salesforce. The SiteCapture user completes the report in the field using the SiteCapture mobile app, and marks it complete. The field report is automatically pulled into the SiteCapture application. 
An administrative user creates a field report in Salesforce and assigns it to a SiteCapture user.The SiteCapture Salesforce integration supports the following scenario: Upon Completed, the SiteCapture project will automatically sync with Salesforce including adding a report as an attachment to the custom object.įirst make sure the Salesforce integration is turned on for you SiteCapture account. The SiteCapture Salesforce Integration allows projects in SiteCapture to automatically sync with custom objects in your salesforce account, and map fields for the SiteCapture project to your custom object in salesforce. Salesforce Integration Configuration Instructions
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