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Salesforce Field Service

Deliver smarter, faster, more personalized service from the contact center to the field.

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Overview

Salesforce Field Service provides a comprehensive view of field service operations, connecting the entire workforce on a single platform. It allows businesses to intelligently schedule and dispatch mobile workers, manage assets and inventory, and provide technicians with a mobile app that works offline. Being native to Salesforce, it offers seamless integration with sales and service data for a complete customer 360 view.

✨ Key Features

  • Intelligent Scheduling & Dispatching
  • Work Order Management
  • Asset Management
  • Inventory Management
  • Field Service Mobile App (Offline)
  • Service Analytics
  • Contractor Management

🎯 Key Differentiators

  • Native integration with the #1 CRM platform.
  • Powerful AI (Einstein) for scheduling and optimization.
  • Highly customizable and scalable platform.

Unique Value: Salesforce Field Service provides a complete, 360-degree view of the customer by unifying CRM and field service data on a single, intelligent platform.

🎯 Use Cases (4)

Utilities & Energy Manufacturing Telecommunications Healthcare & Life Sciences

✅ Best For

  • Dispatching technicians for on-site repairs and maintenance
  • Managing complex work orders with multiple steps and required parts
  • Providing mobile workers with access to customer and asset history

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies not using Salesforce CRM
  • Very small teams needing a simple, low-cost dispatch tool

🏆 Alternatives

ServiceMax Oracle Field Service Microsoft Dynamics 365 Field Service

Offers unparalleled integration with sales and service clouds, providing a more connected customer experience than standalone FSM solutions.

💻 Platforms

Web iOS Android

✅ Offline Mode Available

🔌 Integrations

Natively integrated with Salesforce Sales Cloud and Service Cloud Thousands of apps on the AppExchange

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Premier Success Plans tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 ✓ ISO 27001/27017/27018 ✓ PCI DSS ✓ HIPAA

💰 Pricing

$25.00/mo

✓ 30-day free trial

Visit Salesforce Field Service Website →