Integration Overview

The Hover for Salesforce (Unlocked) integration is an open-source package that connects your Salesforce org with Hover. It supports workflows for property measurement, inspections, and estimates. You can create Hover Jobs or Connect Requests directly from Salesforce data, and measurements, estimates, inspections, and signed proposals flow back into Salesforce automatically.

The integration covers the whole Hover project inside your Salesforce workflows, from creating the job and capturing the property to measurements, inspections, and estimates. Data moves reliably in both directions, which cuts down on duplicate entry and gives every team the same view of the job.

Multi-structure support

New in v2.0.0. A single Hover job can hold several structures, such as a house plus a detached garage. Reps can capture every structure on a property in one multi-structure scan in the Hover app. In Salesforce, the whole property stays on one Hover Job record, and each structure gets its own Hover Model record underneath it with its own deliverable, reconstruction state, measurements, and estimates.

Measurements

When a structure finishes processing in Hover's 3D reconstruction pipeline, the integration automatically retrieves its roof and siding measurements and writes them to that structure's Hover Model record. Users can open each structure's Hover measurements PDF directly from Salesforce.

Estimates

You can start Hover estimate workflows from within Salesforce, and estimate data syncs back to the Hover Estimate custom object, along with its line items and adjustments. Estimates are linked to both the Hover Job and the structure they belong to. They include pricing, financing, project schedule dates, deposits, and payment installments. You can sync estimates manually, or have them created automatically in Salesforce as soon as they're created in Hover. When a proposal is signed in Hover, a link to the signed proposal PDF is saved to the Hover Job.

Inspections

Inspections are created and completed in the Hover mobile app. When an inspection is complete, the integration automatically syncs it to Salesforce as a Hover Inspection record, including a link to the inspection PDF when Hover provides one.

At a high level, this integration:

• Creates Hover Jobs or Connect Requests from data in another Salesforce object, such as a Lead, Opportunity, Claim, or any custom object.
• Assigns jobs to sales reps, who can open the job's Photo Capture flow in the Hover mobile app straight from Salesforce, including from the Salesforce mobile app.
• Supports multi-structure jobs, storing each structure as a Hover Model record under its Hover Job.
• Automatically retrieves each structure's measurement data once Hover has finished processing it.
• Gives users one-click access to each structure's Hover measurements PDF from Salesforce.
• Lets users start Hover estimate workflows directly from Salesforce.
• Syncs Hover estimate data, including line items, adjustments, schedule dates, deposits, and installments, into dedicated custom objects in Salesforce, manually or automatically.
• Saves a link to the signed proposal PDF when a proposal is signed in Hover.
• Syncs inspection data from Hover to Salesforce when an inspection is complete, and stores it in the Hover Inspection custom object with a link to the inspection PDF (when Hover provides one).
• Supports Hover organizations with suborgs, including sharing suborg jobs with the parent org.