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

"...The customer engagement functionality has helped us reduce the number of inbound calls to our call center while giving our customers much more control over the entire service experience...." Peer review by Josh Houser, VP of Service, Vivint

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

"...But it has improved with contract management...." Peer review by User
"...The customer engagement functionality has helped us reduce the number of inbound calls to our call center while giving our customers much more control over the entire service experience...." Peer review by Josh Houser, VP of Service, Vivint
"...It offers features such as demand forecasting, shift planning and management, scheduling and dispatch and performance measurement...." Peer review by User

Salesforce Field Service, FieldEZ, Vonigo, Commusoft, BlueFolder, 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 makes Salesforce Field Service ideal for Sales Document Management?

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

What makes Salesforce Field Service ideal for Forecasting?

How can Salesforce Field Service enhance your Engagement Management process?

How can Salesforce Field Service optimize your Measuring Customer Satisfaction Workflow?

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.

 

Indian businesses - Various - Very Large

Salesforce: Indian businesses roll out AI, Bengaluru tower planned - NewsBytes

India

Indian businesses are deploying Salesforce's AI solutions across their operations, signaling a shift from testing to full-scale implementation. Salesforce is also investing in a new tower in Bengalur...u, highlighting its commitment to the Indian market. The company sees potential for India to become a leader in agentic AI innovation by 2030, driven by its large developer community.

Read on →
 

Indian firms - Various Industries - Very Large

Indian firms moving AI from pilots towards deployment: Salesforce - PTI

India

Salesforce reports that Indian firms are transitioning from AI pilot projects to full-scale deployments, indicating a significant opportunity for digital and agentic AI growth in India. Salesforce pl...ans to invest in infrastructure and talent development to support this shift.

Read on →
 

Maxicare - Healthcare - Large

PH Salesforce talent must move up to AI architecture, tech founder says

Philippines

Cloud Jedi Solutions founder Joey Chan highlights the challenges Philippine companies face in AI adoption, emphasizing the need for improved data quality and system integration. Maxicare's use of Sal...esforce for AI in dental authorization is cited as a specific application. Chan stresses the importance of architect-level skills in the Salesforce ecosystem to enhance AI integration and business processes.

Read on →
 

Thames Valley Police and Hampshire & Isle of Wight Constabulary - Government Administration - Large

UK

Salesforce helped Thames Valley Police and Hampshire & Isle of Wight Constabulary launch a self-service portal for victims. Citizens can check case status and message officers directly. The portal le...d to a 15% improvement in CSAT score and £1.4M in cost avoidance. Contact center call volumes dropped by 10%. The solution was built and deployed in just 15 weeks.

 

MIMIT Health - Hospital & Health Care - Small

Chicago, USA

MIMIT Health used Salesforce’s Agentic Enterprise Architecture to unify patient data and automate workflows. They replaced fragmented EHR systems with Agentforce Health, giving care teams a real-time..., complete view of each patient. This led to $1.5 million in annual operational savings, a 15% reduction in inventory costs, and $500,000 less in system maintenance. Providers now spend less time on paperwork and see 40% more patients. Physician burnout dropped to low single digits, and employees save three hours daily.

 

Rare - Non Profit Organization Management - Medium

Arlington, USA

Rare used Salesforce’s unified platform to connect farmer data, fundraising, and grant workflows. The nonprofit replaced manual, disconnected tools with a single CRM, improving data access and automa...ting routine tasks. Teams now anticipate 40% more time for high-impact field work. Centralized data helps Rare expand regenerative farming from 17,500 to 300,000 hectares. Salesforce’s automation and AI features support Rare’s global mission and growth.

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?

FieldEZ, Vonigo, Commusoft and BlueFolder 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

Snaps Specs Get an Enterprise Boost from Salesforce and Nvidia

Salesforce partners with Snap Inc. to integrate its Agentforce AI agents into Snap's Specs augmented-reality glasses for enterprise use. This integration aims to enhance hands-free workplace tasks in various environments, leveraging Salesforce's AI capabilities to provide practical applications for Snap's Specs in the enterprise market.

Partnership

Salesforce and OpenAI Launch Missionforce to Revolutionize Government AI Operations

Salesforce and OpenAI have launched Missionforce, a new AI-driven platform designed to enhance government operations. The platform integrates OpenAI's models to improve efficiency and service delivery in government agencies. Missionforce includes features like the Policy Engine for rapid policy execution and tools for real-time operations management, aiming to streamline workflows and foster public-private partnerships.

Product

Salesforce AIforce Makes the Agent the Enterprise UI — and Forces a Pricing Question

Salesforce introduced AIforce at Dreamforce 2026, a strategic brand that integrates Salesforce with external environments like Claude and Slack, using an agent-as-UI model. This shift challenges traditional per-seat pricing by offering consumption-based options, aiming to align costs with automated work volume. AIforce's success hinges on its ability to manage complex workflows without human intervention.

Product

Salesforce AIforce Connects Claude and Slack to CRM Controls - Quasa.io

Salesforce introduced AIforce, an interface and governance layer that connects external AI platforms like Claude and Slack to Salesforce's CRM controls. This integration allows users to initiate tasks in these platforms while Salesforce manages permissions and business logic. AIforce aims to enhance CRM functionality without replacing Salesforce's core system.

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