Integration · Salesforce
Salesforce runs CRM and Field Service — customers, assets, work orders. RedeApp brings the job to the frontline worker, governed, and writes completion and field updates back to Salesforce.
Salesforce owns the customer — the account, the asset, the service appointment. The technician or associate in the field is the one who actually closes the job, often on a device that never had a Salesforce seat. RedeApp is that surface: reading customer and work-order context, and writing completion back. Salesforce owns the customer. RedeApp closes the job at the edge.
The integration architecture
Documented at a level your CRM and IT architects can review.
Single sign-on via your identity provider. Access maps to the worker your directory already governs — no second password store.
Field Service work orders and appointments flow to the frontline worker and updates flow back — the job lives on the device they already carry.
Customer and asset context flows from Salesforce into RedeApp, so the worker has the right record at the point of service.
Completion, notes, and field captures are written back to Salesforce, governed and logged — the CRM stays the record of truth.
An honest map of the integration surface — what RedeApp reads from Salesforce, and what it writes back.
| What connects | Direction | Notes |
|---|---|---|
| Identity & SSO | Your IdP → RedeApp | No second password store |
| Customer & asset records | Salesforce → RedeApp | Right record at the job |
| Work orders & appointments | RedeApp ↔ Salesforce | Field Service |
| Field updates & completion | RedeApp → Salesforce | Written back, governed |
Next step
Bring your CRM and IT leads. We map the Salesforce Field Service model to the RedeApp surface and identity model, and agree the write-back scope. Thirty minutes.