Deliver better on-site service with Salesforce field service management software.
Equip your team with AI-powered technology to build trusted support in the field. Improve customer service, increase efficiency, and schedule jobs seamlessly, all on the #1 services technology.
Want to deliver speedy and efficient on-site service? Meet the features of Salesforce Field Service.
Create and manage work orders faster and more effectively.
Create and manage work orders for field service operations and instantly view Knowledge articles and track SLA compliance with our Milestones feature. Integrate your work orders with accounts, contacts, assets, cases, entitlements, and other objects so you can pull in data across your Salesforce account.
2020 Gartner Report
2020 Gartner Magic Quadrant for Field Service Management
Optimise schedules and intelligently assign jobs and field service calls.
Instantly book field service appointments from the service console or a customer community. With our intelligent scheduling, jobs are automatically assigned to the right resource based on time, skills and location to increase employee productivity. To ensure the right parts are available for the job, we’ve added smart scheduling and tracking of crews, equipment, and trucks.
Harness the power of Salesforce Einstein AI to increase first-time fix rate.
Einstein Vision allows mobile employees to use image recognition to immediately identify assets and parts in images. Ensure the right product part is fixed or replaced to eliminate confusion and additional trips back to the office. Based on an image’s classification, you can automatically prescribe the right set up steps for technicians, so they can provide faster, smarter service.
Manage jobs from any mobile device on the Salesforce Field Service mobile app.
The Salesforce Field Service mobile app* brings the full power of on-site job management to your mobile workforce. Employees can utilise our field service solution from the palm of their hands at any job. They will have access to job schedules, visibility into van stock and inventory, knowledge articles, and real-time collaboration while they’re on the go, regardless of cell phone connectivity. This mobile app is customisable and can be tailored to provide your mobile workforce with exactly what it needs.
Make smarter decisions.
Use Field Service Analytics to give your managers and dispatchers easy, real-time visibility into operational performance and KPIs. Drill into all your data from multiple systems, address customer complaints, and stop problems before they happen, all in one app.
Utilise data and insights to make smarter decisions.
Our field service analytics tools give your managers and dispatchers easy, real-time visibility into operational performance and KPIs. Gather insights from data from multiple systems, address customer complaints, and stop problems before they happen, all in one app.
* This app requires your Salesforce org to have Field Service. In addition, a Field Service Technician license is required for individual users.
Deliver better service everywhere — from the field to the contact centre — using the Salesforce Platform.
Learn how these companies are delivering better Field Service experiences with Salesforce.
KONE escalators and elevators keep people on the move with Salesforce.
“With Salesforce, we can make our field services more proactive, [helping] us better understand our customers’ needs.”
Coherent uses Field Service to increase its first-time response.
“With Field Service, our technicians spend more time serving the customer than managing the system.”
Lippert gets the right tools to the right mobile employee at the right time.
“Leveraging the Salesforce Platform, we can focus on our customers rather than data entry points, and deliver a greater service experience.”
Frequently asked questions (FAQ)
Field service management software automates the field operations of a team of service professionals through mobile systems.
Salesforce’s field service management software lets you harness the power of our automation, intelligence platforms and real-time data across every team to boost productivity, accelerate collaboration and focus on the highest-value activities. This productivity will wow customers, driving efficient growth for your business.
Salesforce’s field service management software is based in our Service Cloud, helping you to cut costs and reduce complexity with One Trusted Platform. This means your team of service professionals can access the software no matter where they are.
Salesforce field service management software is designed to integrate seamlessly with your work orders with accounts, contacts, assets, cases, entitlements, and other objects so you can pull in data across your Salesforce account. This one trusted system would help you cut costs, reduce the complexity of operations, and manage work orders for field service operations.
Transform your field operations with the #1 CRM for Service.
If you’re looking for a complete solution to manage your services and customer support, take our free guided tour to see Services Cloud in action.