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Salesforce Field Service is an extension of Service Cloud that provides a comprehensive view of workforce management. Field Service involves providing services to customers beyond your office or site – which is referred to as in the “field”
Streamline Your Field Operations, Exceed Customer Expectations with Salesforce Field Service.
Salesforce Field Service is a cloud-based solution that enables organizations to manage their field service operations more efficiently. It allows businesses to streamline their processes and increase productivity by providing tools to optimize field service scheduling, dispatching, and tracking.
With Salesforce Field Service, organizations can assign tasks to technicians based on their availability, location, and skill set. The solution offers real-time visibility into field operations, enabling managers to track technician locations, job status, and service levels. This helps businesses to provide better customer service and improve their overall field service performance.
Salesforce Field Service also includes a mobile app for technicians, which provides them with all the information they need to complete their tasks, including job details, customer information, and service history. The app also allows technicians to update job status and capture customer signatures on-site, eliminating the need for paper-based processes.
Simplify your field service with automation and intelligence. Create custom workflows to automatically manage work orders based on entitlements. Get real-time insight into operations with configurable dashboards.
Connect with interactive guidance
Troubleshoot issues from anywhere with real-time interactive guidance. Visual Remote Assistant provides tools like annotations, live pointer, and more.
Engage smarter with AI
Leverage AI-powered character recognition and scalable video. Stay connected even with low bandwidth.
Launch video sessions instantly
Resolve issues quickly by instantly launching video sessions in your web browser. Drive customer adoption and fast ROI with setup in as little as 24 hours.
Deliver a connected customer experience
Integrate all your customer service data into one agile platform. Connect data across your CRM with Service Cloud, Field Service, and even third-party systems — all on Customer 360.
Transform the field service experience with Self-Service. Enable customers to schedule their own appointments and improve customer satisfaction with real-time updates.
Blow customer service expectations away.
Automatically notify customers with up-to-date information about their appointment using email, SMS, or WhatsApp. Now you have the option to give them the details like:
- Expected arrival time
- Name and photo of the mobile worker
- Location of the en route mobile worker
Deliver safety-first service.
Keep customers and mobile workers safe with proactive service and appointment updates. Give customers:
- A pre-arrival checklist
- Current safety protocols
- Connected service experiences
Support your mobile workforce on the go.
Help boost crew and contractor productivity with a mobile app that can:
- Supply the info they need to get the job done quickly
- Help manage timesheets and customer notifications
- Guide them from job to job safely and efficiently
Deliver a connected customer experience
Integrate all your customer service data into one agile platform. Connect data across your CRM with Service Cloud, Field Service, and even third-party systems — all on Customer 360.
Salesforce Field Service is a solution that offers a comprehensive set of tools and functionalities to help organizations manage their field service operations more efficiently.
It allows managers to schedule and dispatch tasks to technicians based on factors such as location, availability, and skill set, and provides a mobile app for technicians to access job details, update job status, and capture customer signatures on-site.
With real-time visibility into field operations and the ability to integrate with other Salesforce products, Salesforce Field Service helps businesses provide better customer service and improve their overall field service performance.
Digital-first field service management leads to a connected experience. Connected field service management technology centralizes information. Everyone is on the same system and data is available in real time on any device.
It uses automation and artificial intelligence (AI) to streamline operations. For example, dispatchers can optimize schedules based on availability and expertise.
Organizations gain insight into service contracts to ensure the right level of service. The system then assigns the tasks of updating the contract and billing information.
