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About Salesforce Field Service

Salesforce Field Service is a field service optimization solution that boosts productivity both online and offline, with field service designed to handle any situation. It enables you to schedule field services easily, cut costs, and increase efficiency along with providing remote support that can help you expand your business. With Salesforce Field Service, customers can use a customer portal to arrange phone and video appointments right away. By intelligently assigning the right personnel to the relevant projects based on talents, geography, and business regulations, you can leverage automation to prioritise vital jobs and save employees time with this software. It further enables the dispatchers to gain full insight into the mobile workforce and each job on a single screen that increases efficiency. Users can also utilise image recognition with Einstein Vision to quickly identify assets and parts in photos. You can automatically prescribe the proper set up steps for technicians based on an image's classification. Additionally, you can attach timesheets, pertinent specs, inventory, and knowledge articles to the app before workers approach a project site to enhance first-time fix rates with Salesforce.

Screenshots & Videos

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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    85%
  • Reviews
    87%
  • Momentum
    60%
  • Popularity
    65%

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • 24/7 (Live rep), Online

Salesforce Field Service Features

Field Service Management Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    85%

Offline Reporting

Helps you to save the data offline and synchronize as soon the device connects to the internet

Analytics (Workforce)

Helps you track and analyse the performance of the workforce

Reporting

Sends instant status reports about the task with customer feedback

Route Optimization

Determines the cost efficient route to perform the order

Real-time Job Tracking

Allows you to view your workforce in real time and improve strategy

Job Scheduling

Helps in allocating jobs to the right person at the right time

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Digital Signature

A facility to capture digital signature in a secure format

Attendance Management

Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Claims Management

Helps to organize and keeping track of insurance claims and as such claims made by patients.

Document Management

Ability to store and manage various information and documents in electronic format.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Salesforce Field Service Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Screenshots of Vendor Pricing Page

Pricing screenshot

Disclaimer: The pricing details were last updated on 13/11/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Salesforce Field Service Pricing.

Salesforce Field Service Alternatives

View All Salesforce Field Service Alternatives

Salesforce Field Service Reviews

User Rating

4.5/5 (Based on 358 Ratings)

Ratings Distribution

  • Excellent

    59.8%
  • Very Good

    31.8%
  • Average

    5.9%
  • Poor

    1.7%
  • Terrible

    0.8%

Do You Use Salesforce Field Service?

Write a Review

Review Summary

Users applaud Salesforce Field Service for its robust set of features, user-friendly interface, and seamless integration with other Salesforce products. Praises also go to its efficient scheduling, real-time tracking, and effortless mobile accessibility. However, some users express concerns about occasional glitches, limited customization options, and the need for better training materials. Overall, Salesforce Field Service is a reliable and feature-rich solution for field service management, but it has room for improvement in terms of user experience and customization flexibility.

Pros

  • Enhanced mobile functionality for efficient field operations.
  • Streamlined scheduling and dispatching for optimized resource allocation.
  • Realtime visibility into field operations for improved decisionmaking.

Cons

  • Some users have reported occasional connectivity issues.
  • Limited customization options compared to other field service solutions.
  • Steep learning curve for new users, requiring dedicated training.

Salesforce Field Service User Reviews

AI-Generated from the text of User Reviews

Videos on Salesforce Field Service

Salesforce Field Service FAQs

What is Salesforce Field Service used for?

Salesforce Field Service is Field Service Management Software. Salesforce Field Service offers the following functionalities:

  • Offline Reporting
  • Analytics (Workforce)
  • Reporting
  • Route Optimization
  • Real-time Job Tracking
  • Job Scheduling
  • Inventory Management

Learn more about Salesforce Field Service features.

Does Salesforce Field Service provide API?

Yes, Salesforce Field Service provides API.

Salesforce Field Service Contact

Vendor Details

San Francisco, California

Contact Details

+1-800-667-6389

https://www.salesforce.com/products/service-cloud/field-service/

Social Media Handles

Grid Report for Salesforce Field Service

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