Salesforce and ProntoForms: A Match Made in the Cloud

Discover the possibilities of Salesforce with ProntoForms

ProntoForms is proud of its integration with Salesforce, which was recently declared Innovator of the Decade by Forbes and the 15th Most Admired Company in the World by Fortune.

From service technicians to sales representatives, Salesforce is used to connect people and information through cloud-based software. Salesforce powers nearly 2 trillion business-to-business and business-to-consumer transactions worldwide.

“Customers trust our technology to deliver the highest levels of security, reliability and availability at scale. Our continuous innovation and the democratization of both technology and innovation drive customer success,” says Marc Benioff, Salesforce Chairman, Co-Chief Executive Officer, and Founder.

As a Salesforce App Exchange Partner, ProntoForms contributes to that customer success.

In 2015, ProntoForms launched it Salesforce connection, allowing business to create bi-directional integration–Salesforce can serve as a data source referenced by forms, control conditional flows on the forms app, and ProntoForms can create and update records in Salesforce and attach reports from form submissions.

“We are happy to [have] ProntoForms on the AppExchange as they provide customers with an easy and rapid way to deploy smart mobile apps to handle a broad range of business processes. The exponential growth of the AppExchange underscores the enormous opportunity the entire Salesforce ecosystem has in creating cutting-edge solutions and driving customer success,” adds Mike Wolff, SVP, Global ISV Partners for Salesforce.

Features of ProntoForms Mobile Field-Focused Apps

  • Capture traditional work order items and site evidence with automated workflows that touch quoting, parts requisition, and equipment or facility surveying and servicing functions.
  • Easily and quickly configure frontline worker applications without coding or programming experience. Drag-and-drop functionality makes it simple to create, edit, deploy, and integrate mobile form apps (like inspection, safety, and preventative maintenance checklists)—without requiring IT support.
  • Streamline compliance by capturing field data and automating reporting. Real-time mobile reporting from the field lets you see where your workers or fleet are and what they’re doing at any given time, leaving an audit trail that’s easy to retrieve and share with customers and regulatory agencies.
  • Allow frontline workers to access Salesforce information directly on their smartphone or tablet, perform tasks in easy-to-follow workflows, and send completed results in real-time directly back to Salesforce—without being a direct Salesforce admin or requiring Salesforce access.

Discover the Possibilities of Salesforce with ProntoForms

Are you currently using or considering Salesforce for your field service teams or looking to extend the capabilities of Salesforce field service management?

Join Jodie Menard, Director of Customer Care at ARxIUM, and Huberto Garza Partner Manager at ProntoForms on August 28th as they share how to make the most of Salesforce and ProntoForms’ powerhouse field-focused integration.

Learn how to guide workers through complex tasks with conditional logic, work offline, and leverage ProntoForms’ low-code platform. Gain insider tips on how to join Salesforce and ProntoForms to streamline field service workflows, save costs, and improve CSAT. All this, without leaving your computer!

Register today for this insightful 30-minute webinar followed by your Q&As.

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