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Tap to Case is a field service Android application that allows a field agent to work a Case in the field. The field service agent simply taps their mobile device to the item they are servicing onsite and all the details about the item are brought up including their assigned Case in Salesforce Service Cloud via NFC. The agent has instant access to all relevant details about the Case including Account and Contact details, the Case Chatter feed and required Spare Parts for the Case.
While performing onsite duties the service agent can also update the status of the case, the description, and other details. Using the mobile device’s camera the agent can take photos of the item they are servicing for documentation, which are uploaded as attachments to the Case. When service is complete the agent can gather the client’s signature, which is uploaded as an attachment on the Case.
The application is an HTML 5 hybrid app built using the Salesforce Mobile SDK. Cordova (Phonegap) plugins are used to access the Camera functions and the NFC system. The app leverages the OAuth 2.0 authentication provided by the Mobile SDK, and uses the REST and Chatter APIs. The application also uses jQuery Mobile v1.3 to enable the user interface and navigation.