![]() 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, 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. Before doing that, it is necessary to do some setup in Salesforce, which is described here (for the Salesforce Lightning UI) or here (for the classic UI). This page gives an overview of the integration and then describes how to set it up in the SiteCapture application. Data (including a report pdf and/or image zip file) is pushed back to Salesforce.The SiteCapture user completes the report using the 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: ![]()
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