Salesforce Field Service Integration

Execute Salesforce Workflows with Arrivy

Connect Salesforce sales and service with Arrivy’s real-time field execution, so teams stay aligned from lead to job completion.

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SALESFORCE WORKFLOW AUTOMATION

Eliminate Sales-to-Operations Gaps

Arrivy can automatically convert Salesforce Leads, Opportunities, or Custom Objects into operational jobs, or allow teams to create tasks manually with a single click from the record page. Flexible bi-directional field mapping ensures your Salesforce data model stays intact without restructuring objects.

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REAL-TIME EXECUTION VISIBILITY

Give Sales Full Visibility into Execution

Bring task updates, crew assignments, schedule details, documents, and real-time progress from Arrivy directly into Salesforce, giving sales and support teams a complete, up-to-date view of every job. View linked Arrivy tasks directly inside the Opportunity or Lead page through an embedded task panel.

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Give Sales Full Visibility into Execution

DIGITAL FIELD DOCUMENTATION

Ensure Every Job Is Documented Properly

Replace paper-based workflows with auto-populating digital forms that work online or offline. Field teams capture inspections, service reports, BOLs, checklists, and damage reports in real time, with structured data and shareable PDFs automatically syncing to Salesforce when connectivity is available.

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CONNECTED CUSTOMER EXPERIENCE

Keep Teams and Customers Aligned in Real Time

Unify teams, customers, and workflows by syncing Arrivy with Salesforce to eliminate fragmented communication. Keep stakeholders informed on orders, bookings, and task progress with automated, customized SMS and email notifications for a better customer experience.

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Keep Teams and Customers Aligned in Real Time

Arrivy and Salesforce Capabilities

Keep everyone aligned with shared visibility into bookings, work details, and progress, so teams stay informed, respond faster, and complete jobs with fewer gaps.

Integrated Bookings

When a new opportunity is created in Salesforce, booking details automatically sync to Arrivy, enabling intelligent scheduling and execution.

Native AppExchange Integration

Install Arrivy from Salesforce AppExchange with secure OAuth authentication. Connect using Named Credentials for trusted, enterprise-grade data sync.

Connected Salesforce Interface

Manage deals, calendar context, crew assignments, and live job progress through a connected Salesforce-Arrivy experience.

24/7 Customer Support

Access Arrivy’s support team around the clock to ensure continuous assistance as you optimize and scale your operations.

Teams Stay Connected

Field teams can view work details coming from Salesforce in the Arrivy mobile app and send real-time updates back from the field.

Operations in Motion

Keep execution moving with Arrivy Operations Cloud™, reducing delays, lowering costs, and improving efficiency through coordinated team workflows.

Grow your business with Arrivy

The leading field service platform for teams to schedule jobs, dispatch, invoice, track performance, and get paid.

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“ efficiently. ”

Danielle Boenisch

Ambia Solar

Hear What Our Customers Have to Say!

The team at Arrivy has been FAR SUPERIOR to any other program we were looking at. The program works perfectly as a way to keep my operations, sales, field techs, and clients on the same page.

Mark Bouquet

Creative Carpet

Integrating with Arrivy was pretty easy. And we really appreciate the responsiveness of the Arrivy team.

John Foshee

My Porter

This is by far the best home services platform out there. Extremely customizable and can virtually do anything you can think of.

Luis Alvarez

Alco Windows

Arrivy is easy to use, allows for easy data collection, allows all of our information to pass through our entire work process, and it allows our customers to be involved in the process.

Benji Watters

Earth Right Energy

Our customers and team love Arrivy's functionality! We have reduced service calls, complaints and mistakes.

Cameron Robertson

Super Easy Storage

The team has been great to work with and completed the implementation quickly. Great team to work with.

Danielle Boenisch

Ambia Solar

Frequently Asked Questions

Arrivy is a field service and operations management platform designed to plan, dispatch, execute, and track work across field teams, warehouses, and customers. It supports scheduling, routing, digital forms, real-time visibility, customer communication, reporting, and integrations across operational systems.

Arrivy is built to support growth across teams, locations, and job volume. It supports multi-location operations, role-based access controls, high-throughput scheduling, and flexible integrations, allowing organizations to scale without redesigning workflows.

Yes. Arrivy offers 50+ native integrations with CRM, calendar, accounting, and payment systems, along with APIs and webhooks for custom integrations and automation platforms. This keeps operational data synchronized across your existing systems.

The Arrivy–Salesforce integration connects Salesforce sales and service records with real-time field execution. Leads, opportunities, or custom objects automatically become scheduled operational jobs in Arrivy, with progress synced back to Salesforce.

Arrivy can convert Salesforce Leads, Opportunities, and Custom Objects into execution-ready jobs. This flexibility allows businesses to support complex, industry-specific workflows without changing their Salesforce data model.

Yes. The integration is fully two-way. Job status updates, documents, digital forms, and field data captured in Arrivy automatically sync back into Salesforce, keeping CRM records current.

Arrivy replaces paper-based workflows with auto-populating digital forms. Inspections, service reports, BOLs, checklists, and damage reports are captured in the field and synced into Salesforce as structured data and PDFs.

Yes. Field teams work entirely in the Arrivy mobile app. They can view Salesforce-driven job details, update progress in real time, and submit documents, while Salesforce stays updated automatically in the background.

Arrivy uses industry-standard security practices, including data encryption in transit and at rest, role-based access controls, and regular backups to protect customer data.

Arrivy provides end-to-end onboarding support, including guided setup, configuration assistance, and role-based training sessions. Customers also have access to documentation and in-product assistance through the SAL AI help center.

Arrivy provides 24/7 live support via chat, email, and phone. Support teams assist with onboarding, troubleshooting, and ongoing operational questions to ensure customers stay productive.

Yes. Arrivy supports compliance-driven operations with structured data capture, audit-ready records, role-based permissions, and traceable workflows. Teams can collect required proof in the field and maintain complete records for reviews, reporting, or audits.

Arrivy uses role-based access controls to ensure users only access what they are authorized to. Permissions can be configured by role, team, or workflow, helping organizations protect data and scale securely.

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