Salesforce Field Service Overview

Salesforce-field-service software enhances front-line productivity and lowers operating costs. Service experiences are transformed through efficient management tools.

Use Cases

Customers recommend Sales Document Management, Helpdesk Management, Forecasting, as the business use cases that they have been most satisfied with while using Salesforce Field Service.

Other use cases:

  • Engagement Management
  • Measuring Customer Satisfaction
  • Workflow Management
  • Knowledge Management
  • Products & Pricelist Management
  • Campaign Management
  • Competitive Intelligence
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce Field Service.

Other priorities:

  • Improve Internal Communications
  • Increase Sales & Revenue
  • Grow Market Share
  • Scale Best Practices
  • Launch New Products
  • Enter New Markets Internationally Or Locally
See all business priorities See less business priorities

Salesforce Field Service Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce Field Service works with different mediums / channels such as Phone Calls. and Mobile.

Salesforce Field Service's features include Personalization, and Recording. and Salesforce Field Service support capabilities include Chat Support, 24/7 Support, Email Support, etc. also Salesforce Field Service analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Be aware of Click's own desire to maintain their relationship with you as a customer based on when you signed your agreement and pricing with them...." Peer review by Administrator

Peer review evidence (same sources as the product rating summary)

"...The strategy proved successful and resulted in a fast uptick of customers signing up for this new functionality over the last few years. ..." Salesforce s Acquisition of ClickSoftware Indicates Success from Field Service Lightning
"...And nobody does that better than Salesforce building deeper relationships by providing reliable performance, proactive support, and helpful new services...." Peer review by Consultant
"...Expect to see familiar core functionality from ClickSoftware, such as Demand Forecasting and Contractor Management, as key capabilities move into Field Service Lightning in the near term. ..." Salesforce s Acquisition of ClickSoftware Indicates Success from Field Service Lightning

Salesforce Field Service, GorillaDesk, MobiWork Field Service Software, GoSpotCheck, FieldEZ, etc., all belong to a category of solutions that help Field Service Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Salesforce Field Service

Top Industries

  • Information Technology and Services
  • Telecommunications
  • Construction

Popular in

  • Large Enterprise
  • Mid Market
  • Enterprise

Salesforce Field Service is popular in Information Technology And Services, Telecommunications, and Construction and is widely used by Large Enterprise, Mid Market, and Enterprise.

Salesforce Field Service Customer wins, Customer success stories, Case studies

What benefits does Salesforce Field Service offer for Sales Document Management?

Why is Salesforce Field Service the best choice for Helpdesk Management?

Why is Salesforce Field Service the best choice for Forecasting?

How efficiently Does Salesforce Field Service manage your Engagement Management?

What benefits does Salesforce Field Service offer for Measuring Customer Satisfaction?

11 buyers and buying teams have used Cuspera to assess how well Salesforce Field Service solved their Field Service Management needs. Cuspera uses 568 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Field Service Management needs.

 

U.S. Air Force - Defense - Very Large

Salesforce (CRM) Lands U.S. Air Force Fleet Deal As Margins Stay In Focus

Washington, D.C., USA

Salesforce's Missionforce National Security platform is now deployed by the U.S. Air Force to manage its global vehicle fleet, marking a significant expansion into mission-critical government logisti...cs. This deployment highlights Salesforce's capability in secure operational workloads beyond traditional CRM, positioning it against major enterprise software vendors in the defense sector.

Read on →
 

Air Force - Defense - Very Large

Salesforce in focus as Air Force picks tech giant to modernize vehicle ...

Washington D.C., USA

Salesforce has been selected by the Air Force to modernize its vehicle fleet, highlighting the tech giant's role in defense technology and fleet management. This partnership underscores Salesforce's ...capability to provide advanced solutions for large-scale government projects.

Read on →
 

Oviva - Healthcare - Medium

Salesforce Deepens Commitment to Switzerland with $1 Billion Investment ...

Salesforce announced a $1 billion investment in Switzerland to boost AI transformation. Oviva, a European virtual care provider, uses Salesforce's Agentforce to handle 300,000 monthly customer messag...es autonomously, achieving high efficiency in operational support queries. Salesforce's commitment includes partnerships with Swiss organizations and support for local workforce development.

Read on →

Williams-Sonoma, Inc. - Retail - Large

San Francisco, USA

Williams-Sonoma, Inc. used Salesforce Data Cloud, AI, and Marketing Cloud to personalize engagement for millions of customers across nine brands. The company implemented Salesforce in just 7.5 months..., much faster than the typical 12–18 months. This led to 21 million new email subscribers and thousands of employee hours saved each year. Teams now automate workflows, centralize data, and deliver targeted messages using AI and CRM tools. Williams-Sonoma, Inc. also improved B2B sales and customer support with integrated Salesforce solutions.

Rise Alliance - Financial Services - Small

USA

Salesforce helped Rise Alliance double its customer base without adding staff. The company cut report compilation time by 97%, from one hour to two minutes. Automated reminders and a custom client po...rtal ended manual paperwork and saved at least an hour daily. Reliable uptime saved seven hours per week. Rise Alliance now uses data to spot client issues early and focus on strategy, not admin work.

Perk - Information Technology And Services - Medium

Boston, USA

Perk used Prospecting Agent from Agentforce Sales to automate manual prospecting. The sales team saw a 3x increase in call volume and built 60% of their North American pipeline with the tool. Email r...eply rates doubled, and meetings were booked within one week of setup. Reps shifted from research tasks to focusing on building relationships and closing deals. The solution let Perk's team spend more time on high-value sales activities.

Frequently Asked Questions (FAQ)

What buyers ask before choosing Salesforce Field Service

What is Salesforce Field Service?

Salesforce Field Service is a Field service management tool that helps employees to get their field jobs done safer, faster and more efficiently. It also provides job information, delivers updates, and quickly collaborates on the go, even while offline.

It helps to safely complete jobs on the first in-person or virtual visit, get jobs done faster with step-by-step guided flows, automatically schedule the right person for the right jobs, and access data online and offline with the field service app. It helps with stronger customer engagement giving the customers all the info they need in real time, like when their mobile worker will be there, who to expect, and how long the appointment might take.

Some of its features are increasing in productivity, on and offline, using a flexible field service solution, create work orders from any case, fast, optimize schedules and intelligently assign jobs, equip the team with AI-powered scheduling, resource optimization, guided safety protocols, van inventory, knowledge articles, and more.

What is Salesforce Field Service used for?

Salesforce Field Service is a Field Service Management Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Sales Document Management, Helpdesk Management and Forecasting .

What are the top features of Salesforce Field Service?

Personalization, Recording are some of the top features of Salesforce Field Service.

Who uses Salesforce Field Service?

Salesforce Field Service is used by Information Technology And Services, Telecommunications and Construction among other industries.

What are Salesforce Field Service alternatives?

GorillaDesk, MobiWork Field Service Software, GoSpotCheck and FieldEZ are popular alternatives for Salesforce Field Service.

Where is Salesforce Field Service located?

Salesforce Field Service is headquartered at 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States.
lightning

Peers used Salesforce Field Service for sales document management and helpdesk management

Salesforce Field Service Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.43/5

Read Reviews (9)
Analytics

4.27/5

Read Reviews (28)
Custom Reports

3.60/5

Read Reviews (69)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.43/5

Read Reviews (9)
Analytics

4.27/5

Read Reviews (28)
Custom Reports

3.60/5

Read Reviews (69)

Software Failure Risk Guidance

?

for Salesforce Field Service

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Field Service

Salesforce, Inc. News

Product

Salesforce (CRM) Is Becoming Too Cheap To Ignore

Anthropic launched Claude Tag, an AI assistant feature, into Salesforce's Slack app. This integration allows Claude to join conversations, complete tasks, and work across multiple channels. Claude Tag is available in Beta for Claude Team and Claude Enterprise, powered by Claude Opus 4.8.

M&A

Salesforce (CRM) Is Spending Billions To Broaden Its AI Offerings, But ...

Salesforce is acquiring Fin, a customer agent company, for $3.6 billion to enhance its AI offerings. This acquisition aims to broaden Salesforce's capabilities in delivering autonomous agents and improve its position in the AI software market. Fin's AI Agent platform resolves complex customer queries across channels, supporting Salesforce's strategy to provide advanced AI-driven solutions.

Product

Salesforce Launches MCP Servers: Integrating AI and Data Analytics into ...

Salesforce has launched MCP Servers, integrating AI and data analytics into Tableau and Slack. This integration enhances Slackbot's capabilities, allowing small businesses to access real-time data insights and collaborate effectively. The integration promotes data-driven decision-making and provides tools like Data 360 for comprehensive business data visualization.

Product

Salesforce MCP Servers: AI, Data & Analytics for Tableau & Data 360 in ...

Salesforce has announced the general availability of its MCP servers, which integrate with Slack to enhance data-driven decision-making. The integration allows Slackbot to access Salesforce CRM, Data 360, and Tableau, providing real-time insights and actions within Slack. This development aims to streamline workflows and improve collaboration by bringing data and communication into a single interface.

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO