Keep Closing Deals with Fluix and Salesforce Integration

Salesforce offers users a suite of robust tools designed to efficiently manage customer data, automate tasks, gain valuable insights, and deliver personalized customer experiences.

It provides a range of solutions for customer service, marketing automation, commerce, app development, and more.

Salesforce and SAP are not the same. Salesforce is a customer relationship management (CRM) platform designed to enhance enterprise resource planning (ERP) systems.

Whereas SAP is an ERP system. However, SAP can integrate with Salesforce to optimize business processes comprehensively.

Through integration, Fluix and Salesforce seamlessly synchronize data in real-time. This means customer details and document updates are instantly synced across both systems, ensuring accuracy without manual input and reducing errors.

By combining Fluix and Salesforce integration functionalities, businesses can automate sales processes and optimize document workflows. Sales representatives have the ability to access and update sales contracts, quotes, and work order forms directly from their mobile devices via Fluix.

Instant updates automatically notify relevant team members about deals by updating data in Salesforce work orders, facilitating efficient collaboration and streamlined operations.

Step 1: Create the process in Fluix

Go to the Fluix admin portal and open the Taskstream section.

Create a new taskstream by dragging a User task into the workspace.

Customize it by adding fillable forms and assigning it to the team responsible.

Make sure to include yourself in the user group for testing later.

Step 2: Set up Integration in Fluix

Add a ‘Share to submit ‘action to the Taskstream chart and connect it with the User task.

Click on Share to and choose Salesforce from the list of tools. You’ll be redirected to authorize Fluix to access Salesforce.

Then, select the action to be triggered upon task completion in Fluix.

Step 3: Configure Data Extraction

For integrating Salesforce with Fluix, you’ll need your Salesforce domain name and work order number.

Find your domain name by accessing your Salesforce account settings. The work order number is automatically generated in Salesforce.

Step 4: Save and Test

Save and publish the Taskstream.

Access the user app on your mobile device or through the admin portal. Complete the task and submit it in Fluix.

Your entered data will automatically sync with the assigned work order in Salesforce.