About Salesforce Field Service
Salesforce Field Service is a field service management software from Salesforce that helps organizations manage their front-line workforce. It includes AI-powered scheduling and route improvement, real-time visibility into field operations, and intelligent job assignment and reallocation so businesses can improve productivity and lower operating costs. Additionally, users can view and update work orders even when offline and create quotes and collect payments in the field. This software is suitable for companies of all sizes and industries looking to scale their field operations effectively. Key capabilities: AI-powered scheduling Real-time visibility Intelligent job assignment Offline work order management Field payment processing Best for: organizations that need efficient field service management.
Salesforce Field Service by Salesforce is a leading Field Service Management (FSM) platform designed to optimize field operations, streamline workflows, and enhance customer experiences. Built on the Salesforce platform, it provides end-to-end management for scheduling, dispatching, work order tracking, and real-time collaboration between office and field teams. Its primary purpose is to ensure efficient service delivery by connecting customers, dispatchers, and field technicians through a unified system. Key features include intelligent scheduling, predictive maintenance, asset management, and AI-powered optimization tools that drive productivity and responsiveness. The user interface of Salesforce Field Service is modern, visually clean, and intuitively structured. The dashboard provides a clear overview of jobs, technician locations, and service requests. Navigation is simple, with logical menus and customizable layouts that adapt to user preferences. The mobile app is particularly well-designed, allowing technicians to view schedules, access work orders, and update job statuses on the go. Its offline functionality ensures seamless operation even in areas with limited connectivity. Functionally, Salesforce Field Service stands out for its intelligent scheduling and routing capabilities powered by AI.
Pros & Cons
- AI-driven autonomous scheduling and proactive maintenance significantly increase asset uptime and improve customer convenience.
- The offline-first mobile app ensures field workers remain productive and have access to data without a constant internet connection.
- Visual Remote Assistant immediately connects customers to experts, improving first-time fix rates while reducing costs and travel.
- Deep integration with Service Cloud and Sales Cloud enables a complete selling and service solution on a unified platform.
- The platform achieves high measurable results, including a 31% increase in first-time-fix rate and 32% increase in mobile worker productivity.
- The system's complexity and deep integration may pose a steep learning curve or require significant administrative setup for new users.
- The high cost per user might make the comprehensive Field Service Plus or Agentforce 1 editions less accessible for smaller businesses.
- Full utilization of the advanced AI and data features requires the user to already be invested in the larger Salesforce ecosystem.
- The need for annual billing and per-user pricing requires a substantial upfront commitment to the software.
Features
Key features
AI agents manage, book, change, or cancel appointments 24/7 and proactively schedule maintenance to boost asset uptime.
The mobile app, available for Android and iOS, lets mobile workers access thousands of records and work even without an internet connection.
The platform brings human teams and AI agents together to monitor performance and scale the workforce with confidence.
It enables a shift from reactive to proactive service by using real-time asset tracking for preventative maintenance planning.
Experts connect with customers via real-time video to guide them through resolutions, improving first-time fix rates and reducing truck rolls.
A unified command center uses Tableau Next to provide a complete view of KPIs and allows teams to ask questions in natural language.
Additional features
AI agents manage and automate appointment scheduling and proactively schedule asset maintenance.
Empowers customers with self-service to manage their appointments and track technicians.
Provides the mobile workforce with an all-in-one app that works even without an internet connection.
Allows for customization and scaling of the mobile application experience.
Gives mobile workers access to rich, interactive forms and maps in the field.
A unified workspace for dispatchers to organize and optimize the entire workforce by availability and skill.
Intelligently fills schedule gaps, manages complex work, and coordinates crews across territories.
Provides tools to manage capacity planning and predict future resource needs.
Maximizes asset uptime and revenue by bringing customer and asset data together on one platform.
Monitors service outcomes and creates preventative maintenance plans based on asset use and condition.
Uses data to predict when service will be required to prevent downtime.
Provides a system for creating, managing, and tracking service work orders.
Offers a complete, unified view of the most important field service KPIs powered by Tableau Next.
Uncovers insights and drives smarter decisions with agentic, conversational analytics.
Enables real-time video assistance to customers from experts to improve fix-rates and lower costs.
Supports capabilities for mobile workers to perform on-site cross-sell and upsell activities.
Provides autonomous and proactive scheduling across multiple channels to boost mobile worker productivity.
Pricing
Monthly plans
Countries & Languages
Interface languages
Billing currencies
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About Salesforce Field Service
Salesforce Field Service is a field service management software from Salesforce that helps organizations manage their front-line workforce. It includes AI-powered scheduling and route improvement, real-time visibility into field operations, and intelligent job assignment and reallocation so businesses can improve productivity and lower operating costs. Additionally, users can view and update work orders even when offline and create quotes and collect payments in the field. This software is suitable for companies of all sizes and industries looking to scale their field operations effectively. Key capabilities: AI-powered scheduling Real-time visibility Intelligent job assignment Offline work order management Field payment processing Best for: organizations that need efficient field service management.
Salesforce Field Service Details
Salesforce Field Service's In-App Market Place
Does Salesforce Field Service have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Jpy (¥), Chf (Chf), Cny (¥), Rub (₽), Try (₺)
Pros & Cons
- AI-driven autonomous scheduling and proactive maintenance significantly increase asset uptime and improve customer convenience.
- The offline-first mobile app ensures field workers remain productive and have access to data without a constant internet connection.
- Visual Remote Assistant immediately connects customers to experts, improving first-time fix rates while reducing costs and travel.
- Deep integration with Service Cloud and Sales Cloud enables a complete selling and service solution on a unified platform.
- The platform achieves high measurable results, including a 31% increase in first-time-fix rate and 32% increase in mobile worker productivity.
- The system's complexity and deep integration may pose a steep learning curve or require significant administrative setup for new users.
- The high cost per user might make the comprehensive Field Service Plus or Agentforce 1 editions less accessible for smaller businesses.
- Full utilization of the advanced AI and data features requires the user to already be invested in the larger Salesforce ecosystem.
- The need for annual billing and per-user pricing requires a substantial upfront commitment to the software.
Salesforce Field Service's Support Options
Contact
1-800-664-9073Salesforce Field Service's Alternatives
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