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Mobile Forms & Field Service Workflow Automation | TrueContext

By TrueContext, formerly ProntoForms

The field service workflow platform for connected workers

Starting at $45   USD/user/month
Try It
Industries
Energy
Healthcare & Life Sciences
Manufacturing
Business Need
Productivity
Field Service
Requires
Sales Cloud
Service Cloud
Compatible With
Tableau

The largest, most asset-intensive operations run on TrueContext's intelligent field service workflow platform & mobile forms app. Powering productivity from accurate job guidance and purposeful mobile data collection to deep analytics that drive action.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Tableau
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer

App Details

Version
TrueContext/November 2023 2.1.0
Listed On
05/10/2018
Latest Release
11/06/2023
Supported 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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 4
Custom Apps: 2
Lightning Components
Global: 4
App Builder: 0
Community Builder: 0
Languages
English
French
Spanish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.16.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/11/2022

Additional Details

Manufacturing Maximize asset uptime & productivity across the asset lifecycle with rich data and custom work order forms. Healthcare & Life Sciences Service complex assets with ever-changing or regional compliance requirements. Build custom forms that are auditable and Part-11 compliant. Natural Resources & Utilities Empower all your energy asset and safety forms. Mandate compliance and stay fully auditable. Feature Highlights • Workflow automation with alerts & escalations via SMS, email, Chatter • Automatically generate custom PDF, Word, MS Excel documents • Multi-language: render a form in multiple languages to the app-user. • Rich media collection: annotated photos, videos, OCR, barcodes, geo/time stamps • Advanced conditional logic to save time, guide & ensure error-proof form completion • Feed field data into your Salesforce dashboards/reports or Analytics Studio instantly • Enterprise-grade pro service team & Bolt Data’s Salesforce integration expertise to help your vision become a reality • TrueContext mobile app available on iOS, MacOS, Android, Windows • No connection required—available offline • HIPAA, SOC 2 Type II, FDA Title CFR Part 11 certified

Need help?

TrueContext, formerly ProntoForms

Ottawa, Ontario, Canada

Support Resources TrueConext + Salesforce Integration documentation: https://go.truecontext.com/sf-integration TrueContext Community: https://go.truecontext.com/pf-community TrueContext University: https://go.truecontext.com/pf-university

Support Phone1.888.762.7472
Other ResourcesEmailTerms & Conditions