Salesforce manages your leads, pipeline, customer relationships, and business operations from one of the most configurable platforms in the market. CompanyCam captures everything that happens on site.
The Salesforce and CompanyCam integration connects both platforms — so job site photos, videos, and project documentation are accessible directly inside your Salesforce records, wherever your team has built their workflow.
How the CompanyCam + Salesforce Integration Works
Once you connect Salesforce and CompanyCam, the integration:
- Installs via a managed package directly into your Salesforce org — Lightning or Classic.
- Adds a CompanyCam visualization component to the Salesforce objects you configure, giving your team access to job site photos and project documentation without leaving Salesforce.
- Supports installation across standard and custom objects, so the integration fits your existing Salesforce setup rather than requiring you to rebuild it.
- Allows multiple CompanyCam accounts to connect to a single Salesforce org, using custom metadata records for organizations managing more than one CompanyCam account.
- Can be installed in a sandbox environment for testing before deploying to production.
One thing worth knowing: Salesforce may apply fees depending on your org configuration and request. If you don’t receive next steps within 24 hours of installing the package, reach out to our support team.
Job Site Photos Inside the Records Your Team Already Lives In
Most CRM integrations in construction work the same way: a link appears somewhere in the record, and whoever needs to see the photos has to click out to another platform.
The Salesforce and CompanyCam integration goes further — embedding a visualization component directly inside your Salesforce objects so your team can see job site documentation without leaving the record they’re working in.
For a sales rep reviewing a prospect, that means seeing photos from the site assessment alongside the deal. For a project manager tracking active jobs, it means seeing the latest field documentation alongside the schedule and budget.
For an executive reviewing account health, it means having the full picture without needing a CompanyCam login. The documentation lives where your team works, not one more tab away.
Built for Organizations That Already Have a System
Most Salesforce integrations force you to adapt your org to fit the tool. This one is designed to fit the org you’ve already built.
The CompanyCam package can be installed across any standard or custom Salesforce objects, not just the out-of-the-box setup. Whether your team has built custom objects for job tracking, service management, or field operations, the integration can be configured to surface CompanyCam documentation wherever it’s most useful.
For organizations already using improveit 360 — which is built on Salesforce — the same package supports Classic setups without Lightning, so existing workflows don’t need to change.
Protect Your Business With Documentation That Lives in Your CRM
When a deal gets disputed, a project goes sideways, or a customer relationship needs to be reviewed, the documentation in your Salesforce record is what tells the story.
With CompanyCam photos and project files accessible directly inside Salesforce, your team has timestamped, geotagged documentation alongside every customer record, not stored somewhere else and hoped to be found when needed.
For larger contractors managing significant deal volume and complex customer relationships, that documentation isn’t just operationally useful. It’s a risk management tool. The more complete the record in Salesforce, the faster disputes get resolved and the cleaner the audit trail.
How to Connect CompanyCam and Salesforce
You’ll need active accounts in both CompanyCam and Salesforce, with Admin or Manager permissions in CompanyCam. Setup is done via package installation and must be completed through a web browser.
- Install the CompanyCam package using the Package Install Link in the help doc.
- Follow either the Lightning Setup or Classic Setup video depending on your org configuration.
- Configure the CompanyCam visualization component on the Salesforce objects where you want documentation to appear.
- If connecting multiple CompanyCam accounts, follow the additional connection steps in the help doc using custom metadata records.
For a detailed walkthrough, check out our step-by-step guide. If you run into any issues, reach out to our support team.
If you’re a Salesforce user new to CompanyCam, start a 14-day free trial today. Already using CompanyCam? Log in and connect the integration now.
