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
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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

"...And nobody does that better than Salesforce building deeper relationships by providing reliable performance, proactive support, and helpful new services...." Peer review by Consultant

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.

Comprehensive Insights on Salesforce Field Service Use Cases

What solutions does Salesforce Field Service provide for Sales Document Management?

How efficiently Does Salesforce Field Service manage your Helpdesk Management?

What makes Salesforce Field Service ideal for Forecasting?

How efficiently Does Salesforce Field Service manage your Engagement Management?

Why is Salesforce Field Service the best choice 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.

Case Studies

NA

CASE STUDY Ambuja Neotia

Agentforce and Customer 360 help Ambuja Neotia improve customer experiences. The company uses Agentforce to get a full view of each customer. This helps them serve people better. The solution brings ...together data from many places. Ambuja Neotia can now understand and help customers faster. This makes their service stronger and more personal.

NA

CASE STUDY Prudential

Agentforce helps Prudential's retirement sales team connect better with customers and advisors. The team uses Agentforce to focus on building relationships. This leads to improved customer engagement.... The solution supports sales efforts in the financial services industry. Prudential benefits from streamlined sales processes.

NA

CASE STUDY Dr. Reddy’s Laboratories

Salesforce Data Cloud helped Dr. Reddy’s Laboratories connect data from many sources. This unified data improved engagement with healthcare professionals. The company used AI and analytics to better ...understand customer needs. As a result, Dr. Reddy’s Laboratories increased the impact of their outreach and built stronger relationships with HCPs.

NA

CASE STUDY Panasonic

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

NA

CASE STUDY Zota

Zota invested in digital labor. This led to 30% year-over-year growth. The company used digital tools to improve results. The focus was on using technology to drive business success. The investment p...aid off with strong growth numbers.

NA

CASE STUDY Tata Motors

Salesforce Data Cloud helped Tata Motors bring together data from 60 million unique customers. Tata Motors used this to create personalised engagement for each customer. The company unified customer ...data to improve marketing and sales. This led to better customer experiences and stronger relationships. Tata Motors now delivers more relevant messages to its customers.

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

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for Salesforce Field Service

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Field Service

Salesforce, Inc. News

Partnership

Salesforce announces expanded partnerships with OpenAI - TNGlobal - TechNode Global

Salesforce and OpenAI have expanded their strategic partnership to enhance employee and consumer experiences using Salesforces Agentforce 360 and OpenAI's frontier models, including GPT-5. This collaboration allows integration of Salesforce's platform with ChatGPT, enabling users to query sales records and build visualizations. The partnership aims to transform enterprise workflows by embedding AI capabilities into platforms like Slack and ChatGPT, enhancing data-driven operations and customer interactions.

Partnership

Salesforce & AWS deepen AI partnership to boost agentic adoption - SecurityBrief Australia

Salesforce and AWS have expanded their partnership to enhance AI adoption for enterprises, focusing on data unification, secure AI agents, and modernizing contact centers. The collaboration includes new integrations like Salesforce's Data 360 with AWS Clean Rooms, and the Agentforce platform on AWS Marketplace. This partnership aims to simplify AI procurement and deployment, driving agentic enterprise transformation.

Executive

VC legend Ron Conway quits Salesforce Foundation after Benioff's National Guard comments

Ron Conway, a prominent venture capitalist, resigned from the Salesforce Foundation following controversial comments by Salesforce CEO Marc Benioff. Benioff's remarks supporting National Guard deployment in San Francisco and his alignment with Trump led to Conway's departure. The Salesforce Foundation, focused on youth education and development, has been a significant philanthropic entity under Conway's decade-long board membership.

Product

Introducing eVerse: Enterprise Simulation Environments to Train AI Agents

Salesforce AI Research introduces eVerse, a new enterprise simulation framework designed to train AI agents for enhanced capability and consistency. eVerse uses synthetic data, realistic testing, and reinforcement learning to optimize AI performance in enterprise settings. The framework has shown significant improvements, such as a 69% increase in task success rates, and is being piloted with customers like UCSF Health to improve healthcare billing processes.

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