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ToolSense
Field service integration

Salesforce Field Service integration with ToolSense

Connect Salesforce Field Service to ToolSense. Service appointments flow into ToolSense, equipment and IoT context flow back into Salesforce - so your service teams work off the same records as finance and operations.

About Salesforce Field Service

Salesforce Field Service (FSL) is a leading platform for dispatching, scheduling and CRM-driven service. ToolSense plugs in to add the equipment side: asset registries, IoT, maintenance schedules and frontline workflows that FSL teams need but Salesforce doesn't natively handle.

How data flows

Salesforce pushes customer, contract and service appointment data to ToolSense. ToolSense returns asset references, IoT runtime and work completion, so the Salesforce record stays accurate.

  • 1SalesforceToolSense· work orders
  • 2ToolSenseSalesforce· asset status + completion

What you get

Equipment context inside FSL

FSL appointments get the right equipment context - asset history, IoT runtime, maintenance status - without a service rep digging through a second system.

Field completion back to Salesforce

Frontline work captured in ToolSense's mobile app rolls back to the Salesforce service appointment - status, photos, parts and time, all in the record FSL already trusts.

Same customer, same record

Customer and contract data stays in Salesforce. ToolSense reads from FSL and feeds equipment data back, so revenue and operations agree on every site.

Where Salesforce Field Service fits in

1

Dispatch with equipment context

FSL dispatches a service appointment. ToolSense surfaces the exact machines on site, their maintenance history and current IoT status - the tech walks in prepared.

2

Closeout straight from the field

The tech closes the job in ToolSense's mobile app. Outcome, photos, parts and labour flow back into the Salesforce service appointment - no duplicate paperwork.

Connect ToolSense to Salesforce Field Service

Talk to our team about your stack. We will scope the integration and have you connected in weeks, not quarters.