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Deliver trusted field service from anywhere — fast.
Increase productivity, on and offline, using a flexible field service solution. Equip your team with AI-powered scheduling, resource optimisation, guided safety protocols, van inventory, knowledge articles, and more — all on the Customer 360 Platform.
Want to deliver speedy and efficient on-site service? Meet the features of Salesforce Field Service.
Create work orders from any case, fast.
Create and manage work orders for field service operations and instantly view Knowledge articles and track SLA compliance with Milestones. Work orders are integrated with Accounts, Contacts, Assets, Cases, Entitlements, and other objects so you can pull in data across Salesforce.
2020 Gartner Report
2020 Gartner Magic Quadrant for Field Service Management
Optimise schedules and intelligently assign jobs.
Instantly book truth-based service appointments from the Service Console or a Customer Community. And with intelligent scheduling, jobs are automatically assigned to the right resource based on time, skills, location, and any business rules 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 Einstein AI to increase first-time fix rate.
With Einstein Vision, mobile employees can 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.
The Salesforce Field Service mobile app* brings the full power of on-site job management to your mobile workforce. Improve first-visit resolution by arming mobile employees with this best-in-class mobile solution that delivers job schedules, Einstein AI, 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 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.
* This app requires your Salesforce org to have Field Service. In addition, a Field Service Technician license is required for individual users.
Transform your field operations with the #1 CRM for Service.
If you’re looking for a complete solution to manage your onsite support, talk to one of our specialists today.
