mfr - field service management + Salesforce
Update Salesforce records when job state change events occur in mfr - field service management
Streamline your field service operations and client communication with this efficient workflow. Whenever there's a job status update in your mfr - field service management platform, this automation will immediately update the corresponding record in Salesforce. This ensures your customer relations team stays updated with the latest job changes, improving response times and customer service.
Streamline your field service operations and client communication with this efficient workflow. Whenever there's a job status update in your mfr - field service management platform, this automation will immediately update the corresponding record in Salesforce. This ensures your customer relations team stays updated with the latest job changes, improving response times and customer service.
- When this happens...Job State Change Event
Triggers when a job state changed.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Appointment Type
Try ItNew Location (Service Location)
Triggers when new location (service location) is available.
Try ItService Request StateRequired
Try ItAppointment typeRequired
Duration [Minutes]Required
Start date timeRequired
End date time
Appointment description
Username of techncianRequired
New Customer
Triggers when new customer is created.
Try ItNew Job
Triggers when new job was created.
Try ItEntity Id (Job)Required
Entity typeRequired
TagRequired
Customer NameRequired
Company Id
Company Address
Company Postal
Company City
Company note
Main contact first name company
Main contact last name company
Main contact phone number
Main contacts email
