Our AppExchange products are built by the same team that runs our consulting engagements. That means every product reflects real-world Salesforce implementation experience — not theory.
100% native Lightning Platform. No external runtime. No new vendor in your data path. Deploy from AppExchange into your sandbox in days.
Most organisations track assets in spreadsheets, ERP systems, or disconnected field service tools. Service teams can't see warranty status. Sales teams don't know what's installed at a customer site. Finance doesn't know when assets are due for replacement.
When your asset data lives outside Salesforce, every team works with an incomplete picture.
SyncEdge Asset Management brings your entire asset lifecycle into Salesforce — natively. Every serialised asset gets a single record: its location, owner, warranty, service history, and upcoming maintenance — all in one place, visible to every team that needs it.
Track every asset by serial number. Know exactly what's installed, where, at which customer site, and what condition it's in — at any point in time.
When an asset is created, warranty terms and service contracts are automatically attached. No manual steps. No missed coverage.
Model parent-child asset relationships — main units, sub-components, and accessories — in a single visual hierarchy.
Every work order, case, maintenance visit, and inspection is logged against the asset record. Engineers see the full history before they act.
Schedule recurring maintenance tasks against assets. Trigger work orders automatically when maintenance is due.
Works out of the box with FSL, Service Cloud (Cases, Entitlements), CPQ (Contract line items), and Sales Cloud.
| Platform | Salesforce Lightning Platform (native) |
|---|---|
| Listing | Salesforce AppExchange |
| Security | SOC 2 Type II · Shield-compatible |
| Deployment | AppExchange install → Sandbox → Production |
| Compatibility | Enterprise, Unlimited, Performance editions |
| Integration | FSL, Service Cloud, CPQ, Sales Cloud |
Field service operations run on coordination. When scheduling is manual, engineers get the wrong jobs. When dispatch ignores territory and skills, travel time eats into productivity. When mobile tools go offline, engineers lose access to the work order context they need.
Disconnected field service isn't just inefficient — it costs you customer satisfaction and margin.
SyncEdge Field Service is built on Salesforce FSL — the world's leading field service platform — extended with SyncEdge's native configuration layer. Out of the box scheduling, dispatch, and mobile capture — configured for the way your field teams actually work.
Engineers are assigned to work orders automatically based on service territory, skill set, and availability. The right person, in the right place, with the right skills — every time.
Salesforce's scheduling optimisation engine finds the best appointment slot considering travel time, engineer capacity, territory rules, and customer operating hours.
Engineers access work orders, asset details, and job instructions on the FSL Mobile App — even without signal. Data syncs automatically when connectivity returns.
Photo capture, customer signature, serial number entry, and completion notes — all captured in the field on the mobile app and synced back to the work order record.
Minimise travel time across a multi-stop day. Engineers see an optimised route across their scheduled appointments.
Customers receive automated notifications when an engineer is scheduled, on the way, and has completed the job. Reduces inbound calls and improves satisfaction.
Track individual product installations per work order line item — including serial number capture per item. Feeds directly into Asset Management for post-installation asset creation.
| Platform | Salesforce Lightning Platform + FSL (native) |
|---|---|
| Listing | Salesforce AppExchange |
| Mobile | iOS & Android (FSL Mobile App) |
| Offline | Full offline capability with auto-sync |
| Security | SOC 2 Type II · Shield-compatible |
| Compatibility | Enterprise, Unlimited, Performance + FSL licence |
Standard Sales Cloud gives you a CRM. It doesn't give you the quoting accuracy, forecast discipline, or lead routing logic that high-performing revenue teams need. Most orgs patch this with spreadsheets, third-party tools, or brittle custom code — creating data gaps, audit risks, and rep frustration.
SyncEdge Sales Cloud extends the native Sales Cloud platform with pre-built CPQ quoting workflows, territory-aware lead routing, and forecast roll-up structures — tuned for the way your reps and leaders actually work.
Connect Salesforce CPQ to your Opportunity workflow seamlessly. Products, pricing rules, discount schedules, and approvals — all configured natively.
Leads are automatically routed to the right Account Executive based on territory rules, product specialisation, and rep capacity.
Custom forecast categories, territory roll-ups, and pipeline stage views give sales leaders real-time visibility — without needing a BI tool to tell them what's in the quarter.
Stage-gated opportunity processes ensure reps complete the right steps at the right time — qualification criteria, required fields, mandatory activities.
From CPQ quote → Primary → Opportunity Products → PO capture → Order record → Contract generation. The full quote-to-cash flow, automated and traceable end-to-end.
When a deal closes, the handoff to Field Service is automatic. Work Orders are created from Opportunity Products.
| Platform | Salesforce Lightning Platform (native) |
|---|---|
| Requires | Sales Cloud + Salesforce CPQ licence |
| Listing | Salesforce AppExchange |
| Security | SOC 2 Type II · Shield-compatible |
| Compatibility | Enterprise, Unlimited, Performance editions |
Field reps visiting retail stores juggle store tasks, planogram audits, in-visit orders, and promotion checks — often across dozens of stores a day. Without the right mobile tools, visits are inconsistent, data is lost, and trade spend compliance is impossible to verify.
SyncEdge Consumer Goods extends Salesforce Consumer Goods Cloud with pre-built retail execution workflows. Reps arrive at each store with the right tasks queued, complete audits with photo capture, place in-visit orders, and verify promotion compliance — all from a single mobile interface.
Each store visit generates a tailored task list — based on store type, location, promotional period, and rep role. Reps know exactly what to do before they walk in the door.
Photo-capture audits for shelf placement and planogram compliance. Reps photograph the shelf, log compliance status, and flag issues — all tied to the store visit record.
Reps place orders on behalf of the retailer directly from the mobile app during the visit — with product catalogue, pricing, and stock visibility in real time.
Track promotion execution at the store level. Verify displays, pricing, and promotional materials are in place — and capture evidence for trade spend reconciliation.
Service managers see visit completion rates, audit scores, and order volumes by territory, store, and rep — in real-time dashboards native to Salesforce.
All visit data, orders, and audit results live natively in Salesforce. No third-party sync. No data warehouse needed for basic reporting.
| Platform | Salesforce Lightning Platform (native) |
|---|---|
| Requires | Consumer Goods Cloud licence |
| Listing | Salesforce AppExchange |
| Mobile | iOS & Android |
| Security | SOC 2 Type II · Shield-compatible |
| Compatibility | Enterprise, Unlimited, Performance editions |
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