AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

TelematicsConnect: Fleet & Telematics Data in Salesforce

Plug-and-play fleet telematics in Salesforce. Optional Field Service and ET

Overview

Bring fleet telematics into Salesforce with plug-and-play setup within an hour. Validate customer touch points with configured geofences. Add the optional Field Service extension for appointment actuals and live customer ETA.

1 of 8

See How TelematicsConnect: Fleet & Telematics Data in Salesforce Works

  • Plug and play: Connect your telematics account, such as Geotab, to bring fleet data into Salesforce. Most customers are up and running within an hour, without middleware or custom code for the base integration.

  • Validate customer touch points: Configure Flows to create geofences for Accounts, Contacts, Work Orders, jobs and other site records. Match stops within active geofences to report on visits, deliveries, pickups and vehicle time on site.

  • Optional, separately installed Field Service extension: Match qualifying stops to assigned appointments and record actual times. Share branded live customer ETA pages through a configured email Flow or connected messaging provider.

TelematicsConnect brings fleet telematics data into Salesforce, so dispatchers, service managers and sales teams see vehicle activity alongside customers, cases and jobs. Plug and play: connect your telematics account, such as Geotab, and data starts arriving. Most customers are up and running within an hour, without middleware or custom code for the base integration. Add the optional, separately installed TC Extension for Field Service to match qualifying vehicle stops to assigned Service Appointments. Record arrival, departure and time on site automatically. Give customers a branded live ETA page through a configured email Flow or connected messaging provider. Configure Salesforce Flows to automatically create geofences for Accounts, Contacts, Work Orders, jobs and other site records. Match vehicle stops within active geofences to validate customer touch points and report on visits, deliveries and pickups. Review trips, last reported locations, driver assignments and exceptions with maps, reports and dashboards. Configure workflows for Sales Cloud, Service Cloud, Salesforce Maps and industry solutions such as Retail and Manufacturing

Categories

Business Needs
Analytics
Time & Date
Integration
Industries
Automotive
Engineering, Construction, & Real Estate
Travel, Transportation, & Hospitality
Personas
Business Operations Manager
Data Analyst
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package

More from GPS Dashboard, Inc

  • Check-in: Field Sales & Field Service Management with Real Time Location
    by GPS Dashboard, Inc
    Improve your sales performance with CHECK-in, an advanced sales analytics and performance management app. This one simple geolocation app, guarantees that your most valuable asset- your field sales team- is performing at the highest level possible.
    Geolocation

  • Check-fleet: Fleet Management System for Salesforce and Salesforce Field Service
    by GPS Dashboard, Inc
    Integrate your fleet management solution with Salesforce and Salesforce Field Service to gain real time visibility to field operations, improve productivity, and enhance customer satisfaction. Expedite time to value with a proven plug-and-play solution.
    Field Service