Field Service Lightning

Deliver faster, smarter, more personalised service from the phone to the field on one platform with Field Service Lightning. Watch the demo to see how.

WATCH DEMOGET THE E-BOOK

  • Create work orders from
    any case, fast. 

    With work orders, you can efficiently track repairs, maintenance, or other work taking place in the field. And work orders are integrated with accounts, contacts, assets, cases, entitlements, and service contracts so you can pull in data across Salesforce.

  • Manage complex assets. 

    Track information about all of your customers’ products with Advanced Assets. Additionally, you can leverage asset hierarchy to track products made up of several parts all in one view. This makes it easier to identify which parts of an asset need repair faster.

  • Schedule and dispatch
    work, intelligently. 

    With Smart Scheduling, you can instantly book service appointments from Lightning Console. It also increases employee productivity by automatically assigning appointments to the right technician based on time, skills, location, and business rules.

  • Manage and monitor technicians. 

    Dispatcher Console lets you ensure that the right job is assigned and routed to the right mobile employee every time. Immediately see alerts for issues that need attention and take action. Schedule bulk jobs with just one click, and track and monitor the service delivery in real time.

  • Access information from
    any mobile device. 

    Give your mobile employees access to work orders and other key information at their fingertips. With the Salesforce1 Mobile App, service technicians can use automated processes to support a full range of field activities. They can even connect to experts and reports from anywhere and access information offline.*

  • Monitor performance in real time. 

    Salesforce’s real-time reporting and analytics let you tap into business data from multiple systems to know more about your customer. Drill down into data on the fly from any device. And gain visibility into agent, dispatcher, technician, and partner performance from a single platform.

  • Create work orders from any case, fast.

    With work orders, you can efficiently track repairs, maintenance, or other work taking place in the field. And work orders are integrated with accounts, contacts, assets, cases, entitlements, and service contracts so you can pull in data across Salesforce.

  • Manage complex assets.

    Track information about all of your customers’ products with Advanced Assets. Additionally, you can leverage asset hierarchy to track products made up of several parts all in one view. This makes it easier to identify which parts of an asset need repair faster.

  • Intelligently schedule and dispatch work.

    With Smart Scheduling you can instantly book service appointments from the Lightning Console. It also increases employee productivity by automatically assigning appointments to the right technician based on time, skills, location, and business rules.

  • Manage and monitor technicians.

    The Dispatcher Console lets you ensure that the right job is assigned and routed to the right mobile employee every time. Immediately see alerts for issues that need attention and take action. Automatically schedule bulk jobs with just one click, and track and monitor the service delivery in real time.

  • Access information via any mobile device.

    Give your mobile employees access to work orders and other key information at their fingertips. With the Salesforce1 mobile app, service technicians can use automated processes to support a full range of field activities. They can even connect to experts and reports from anywhere and access information offline*.

  • Monitor performance in real time.

    Salesforce’s real-time reporting and analytics lets you tap into business data from multiple systems to know more about your customer. Drill down into data on the fly from any device. And gain visibility into agent, dispatcher, technician, and partner performance from a single platform.

customer field service
customer field service

Great field service is what every customer wants.
Learn how to deliver it.

Great field service is what every customer wants.
Learn how to deliver it.

Great field service is what every customer wants.
Learn how to deliver it.

Customers are expecting personalised, connected service everywhere and service expectations are higher than ever. Today, contact and engagement centres are also no longer enough — on-site support must be connected as well.

Questions? Our reps have answers.

You don’t learn everything in life by reading a manual. Sometimes it helps to get a helping hand. If you have questions about products, implementation, integration, or anything else, give us a call. Our highly trained reps are standing by, ready with answers.

Contact us

Questions? Our reps have answers.
1800 667 638 (AU), 0800 450 064 (NZ)

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