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 contract management functionality ensures all field tasks and activities are performed according to the service level agreement and preventive maintenance is carried out as per customer needs...." Peer review from Featured Customers

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

"...The contract management functionality ensures all field tasks and activities are performed according to the service level agreement and preventive maintenance is carried out as per customer needs...." Peer review from Featured Customers
"...And nobody does that better than Salesforce building deeper relationships by providing reliable performance, proactive support, and helpful new services...." Peer review by Consultant
"...It offers features such as demand forecasting, shift planning and management, scheduling and dispatch and performance measurement...." Peer review by kumashi s, Store Associate

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

How does Salesforce Field Service address your Sales Document Management Challenges?

How can Salesforce Field Service enhance your Helpdesk Management process?

Why is Salesforce Field Service the best choice for Forecasting?

What benefits does Salesforce Field Service offer for 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.

 

CVS Health to Deliver Faster, More Personalized Call Center Care for Millions of Members with Salesforces Agentforce Health

Salesforce and CVS Health have expanded their collaboration to enhance call center operations using Salesforce's Agentforce Health solution. This partnership aims to streamline interactions for CVS H...ealth's Aetna and CVS Caremark businesses by integrating AI agents to provide real-time insights. The platform will enable personalized and efficient member care, marking Salesforce's largest Agentforce deal in regulated industries.

Read on →
 

Salesforce touts big deals as it tries to tamp down SaaS-pocalypse fears

Salesforce highlights significant customer deals to alleviate concerns about potential SaaS industry downturns.

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Salesforce's Air Force Deal Tests Agentforce's Role In Secure Government AI

Salesforce secured a $72 million contract with the U.S. Air Force, part of a $5.6 billion Department of Defense deal, to integrate its Agentforce AI platform for personnel and workflow management. Th...is marks Salesforce's largest federal contract, enhancing its presence in secure government cloud environments. The deal could boost Salesforce's position in AI-driven government solutions, potentially leading to more defense and civilian contracts.

Read on →
 

Los Angeles County Public Defender - Legal Services - Large

Los Angeles, USA

Salesforce helped the Los Angeles County Public Defender digitize 107 years of paper records and consolidate 26 legacy systems into a secure cloud-based case management platform. The office, with 1,2...00 employees, now manages over 140,000 client cases per year digitally. Attorneys access real-time client and case data from anywhere, improving preparation and client service. The new system streamlines legal workflows, enhances collaboration, and supports holistic representation. This transformation enables data-driven justice reform and better outcomes for residents.

 

Heathrow Airport - Hospitality - Large

London, UK

Heathrow Airport used Salesforce Agentforce to deliver faster, more personalized support for 83 million passengers each year. The airport improved digital contact efficiency by 40% and reduced chat e...xchanges by over 50%. Hallie, their AI agent, now resolves 90% of chats without live agent transfer. Commerce Cloud drove a 30% increase in digital revenue over four years. Marketing Cloud achieved a 49% open rate for customer emails, boosting engagement and purchase values.

 

Formula 1 - Entertainment - Large

London, UK

Agentforce helped Formula 1 cut service response times by 80%. F1 unified over 100 data sources to create detailed fan profiles. Service reps now resolve issues faster and deliver more personalized s...upport. Marketing Cloud and AI-driven content boosted click-through rates by 22%. Fan satisfaction rose 8% year over year, reaching 90%. Tableau enabled F1 to secure new partnerships with actionable audience insights.

Frequently Asked Questions(FAQ)

for 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

Financial

Salesforce Beats Q1 but Soft Q2 Guide Spooks SaaS Bulls

Salesforce exceeded Q1 FY27 revenue and EPS expectations but issued a lower-than-expected Q2 revenue forecast, causing investor concern over AI's impact on traditional SaaS models. The company is focusing on its Agentforce platform to balance per-seat license sales with AI-driven solutions.

Product

How We Use Data Detect to Secure the Heart of Salesforce

Salesforce uses its own product, Shield: Data Detect, to secure its internal systems by automating the discovery of sensitive data across billions of records. This internal testing, known as the "Customer Zero" approach, has led to improvements in product stability, user experience, and future roadmap features, enhancing the security and compliance of Salesforce's enterprise platform.

Financial

Salesforce revenue forecast disappoints amid AI disruption fears

Salesforce's revenue forecast for the second quarter falls below Wall Street estimates, raising concerns about AI-driven disruption to traditional software demand. Despite a strong first quarter with $11.13 billion in revenue and 98 new deals, the company faces investor apprehension over AI tools potentially impacting enterprise software demand.

Financial

Salesforce Delivers Record First Quarter Fiscal 2027 Results

Salesforce reported record first-quarter fiscal 2027 results, with revenue reaching $11.1 billion, a 13% year-over-year increase. The company highlighted significant growth in its Agentforce and Data 360 offerings, with annual recurring revenue hitting $3.4 billion. Salesforce also announced a $25 billion accelerated share repurchase program. The company remains optimistic about organic revenue growth in the second half of FY27.

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