How to Integrate TrueContext with Salesforce: A Step-by-Step Guide In the world of field services, data is only as good as the speed at which it moves. If your field technicians are filling out forms but your Salesforce records aren't updating until the next day, you're losing valuable time. In...
SalesforceIntegration.mp4
API Pagination in TrueContext: Oracle Fusion vs IBM Maximo Approaches When integrating TrueContext with enterprise systems like Oracle Fusion and IBM Maximo, one of the most critical considerations is how to handle large datasets efficiently. Both systems offer robust APIs, but they implement...
New Feature: File Upload Question Support in FreeMarker Document Templates We are excited to announce a powerful new enhancement to the FreeMarker templating capabilities within TrueContext: support for File Upload questions. This extension allows you to now include and handle files uploaded...
Comma-Separated Values (CSV) is a popular file format known for its simplicity and versatility. Its human- and machine-readable nature makes it ideal for transferring data between different systems. While TrueContext offers a built-in CSV 'Structured Data' document type with basic formatting...
I have just edited the article above to include the steps to send PDFs and Images to your ZOHO objects. Please note the following: If you want to create/update an entity, write a PDF and include any images/signatures, this will result in 3 separate destinations. If you attach the PDF to...