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

"...By using ClickSchedule we were able to increase productivity, efficiency and customer satisfaction significantly...." Peer review by Herbert Heitzinger, Head of WFM Development, Telekom Austria

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

How can Salesforce Field Service optimize your Sales Document Management Workflow?

What benefits does Salesforce Field Service offer for Helpdesk Management?

How can Salesforce Field Service enhance your Forecasting process?

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

How does Salesforce Field Service address your Measuring Customer Satisfaction Challenges?

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.

 

Salesforce Adapts as Customers Shift AI Expectations

Salesforce faces pricing pressure as enterprise customers, like Blavity, plan to replace its CRM with AI-enabled alternatives for cost savings. Customers demand AI features in base subscriptions, not... as add-ons. Salesforce's ecosystem remains valued for its integration capabilities, but AI-driven re-architecture challenges its pricing models.

 

Salesforce: The SaaS Apocalypse doesn't make sense

Salesforce is investing $500 million in Argentina to advance AI, digitalize the public sector, and support SMEs. The company, which has doubled its business in Argentina over two years, dismisses the... "SaaS Apocalypse" notion. Salesforce's initiatives include AI training and collaborations with the national and Buenos Aires governments to foster digital transformation.

 

Salesforce's Agentforce AI fuels 169% growth in recurring revenue

Salesforce's Agentforce AI products have driven a 169% increase in annual recurring revenue from 29,000 new customer deals. This growth highlights Salesforce's successful investment in AI, enhancing ...customer service and sales automation. The adoption of Agentforce across various industries strengthens Salesforce's position in the CRM market, competing with giants like Microsoft and Oracle.

Balaji Wafers - Consumer Goods - consumer goods

Balaji Wafers uses Salesforce to improve distributor experiences. They have a 20% year-over-year growth. Distributor onboarding time reduced by 50%. Sales visits per rep increased by 30% per week. Ma...pping accuracy improved by 80% using Salesforce Maps.

Pentagon Federal Credit Union (PenFed) - Banking - Banking

Agentforce helps Pentagon Federal Credit Union save 30,000 minutes a day with automated call summaries. This saves $3 million a year in labor costs. PenFed uses Agentforce to unify member data and sc...ale service for 2.8 million members. The platform supports branches, call centers, mobile, and web. PenFed aims to serve 6 million members with the same core team.

Tata Consumer Products - Consumer Goods - consumer goods

Tata Consumer Products transformed its sales and distribution with Salesforce. They built a platform called MAVIC, automating distributor management. Onboarding time reduced from a week to 45 minutes.... The MAVIC app enables 6 million transactions monthly. Over 3,000 distributors were onboarded in four months. The platform is used by 8,000 sales employees to serve 12,000 distributors and 1.6 million retail outlets.

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?

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.
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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

Partnership

Salesforce Launches the Forward Deployed Engineering Partner Network to Scale Agentforce Success

Salesforce has launched the Forward Deployed Engineering (FDE) Partner Network to enhance Agentforce implementations globally. This network includes partners like Accenture and Deloitte, providing specialized Salesforce training and engineering expertise. The initiative aims to scale Agentforce success by embedding Salesforce-trained engineers into partner delivery teams, ensuring robust, enterprise-grade digital workforce solutions.

Product

Introducing Salesforce Headless 360. No Browser Required.

Salesforce has launched Salesforce Headless 360, a platform enabling API-driven interactions without a browser. It offers new MCP tools, coding skills, and an experience layer for seamless integration across platforms like Slack and WhatsApp. This innovation supports both human and AI agents, enhancing workflows and business logic access. The platform aims to streamline operations and improve efficiency for developers and enterprises.

Product

Copado Introduces Agentia, Bringing Context-Aware AI Agents to Salesforce DevOps

Copado has launched Agentia, a context-aware AI solution for Salesforce DevOps, embedding AI agents into the software delivery lifecycle. This innovation enhances governance and testing, allowing teams to automate tasks while maintaining control. Agentia aims to transition from DevOps to AgentOps, offering specialized agents that integrate with Salesforce environments to improve productivity and deployment quality.

Product

Salesforce releases Agentforce dev tools, updates Agent Fabric

Salesforce has introduced new developer tools, including the updated Agentforce Vibes 2.0 and Agent Fabric, which enhance AI agent management and orchestration. The tools offer granular control over AI agents, integrating governance and authentication features. Salesforce also launched AgentExchange, a partner marketplace, and open-sourced Agent Script to improve agent development. These updates aim to streamline AI agent deployment and management.

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