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

"...Click has helped us better manage and distribute our resource , schedule deployments of field staffs , has helped with better optimizing our workload , payroll and integration of billing system into our business intelligence program...." Peer review by Maryam K, Sales And Marketing Specialist, Oil & Energy

Salesforce Field Service, Vonigo, BlueFolder, Service Fusion, ServiceMax, 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

Why is Salesforce Field Service the best choice for Sales Document Management?

What makes Salesforce Field Service ideal for Helpdesk Management?

How does Salesforce Field Service facilitate Forecasting?

How efficiently Does Salesforce Field Service manage your Engagement Management?

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

26+ more Business Use Cases

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

COMPANY INDUSTRY CASE STUDIES
Salesforce Field Service case study
NA
CASE STUDY Canada Drives

Canada Drives accelerates success with Salesforce

Read More
Salesforce Field Service case study
Marketing and Advertising
Marketing and Advertising
CASE STUDY AGI

AGI Helps Bridge the Gap From Farm To Table With Salesforce

Read More
Salesforce Field Service case study
NA
CASE STUDY Loopio

Loopio fast-tracks growth and RFPs with Salesforce

Read More

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?

Vonigo, BlueFolder, Service Fusion and ServiceMax 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

Bandhan Bank partners with Salesforce for AI-driven digital transformation - Techcircle

Bandhan Bank partners with Salesforce to enhance its loan origination systems using AI-driven platforms, improving digital banking and operational efficiency. Salesforce's Lightning Platform and Sales Cloud optimize the loan process, focusing on product innovation and risk management.

19/03/2025 - source

airSlate and Banjaxed Partner to Redefine the Salesforce Experience with Smarter ... - EIN Presswire

airSlate and Banjaxed have partnered to enhance the Salesforce experience through improved document workflow automation.

16/03/2025 - source

Ather Energy and Salesforce Join Hands to Revolutionize Customer and Dealer Experience

Ather Energy partners with Salesforce to enhance customer and dealer experiences in India, leveraging Salesforce's AI-powered CRM solutions.

16/03/2025 - source

Salesforce, Inc. Feeds

Accordion Announces Strategic Acquisition of Salesforce Division of Kavaliro - PRWeb

Accordion has announced the strategic acquisition of the Salesforce division of Kavaliro.

09/03/2025 - source

Nvidia, Home Depot, Lowe's, TJX and Salesforce are part of Zacks Earnings Preview

Salesforce is included in Zacks Earnings Preview alongside companies like Nvidia, Home Depot, Lowe's, and TJX.

24/02/2025 - source

Salesforce (CRM) Expected to Announce Earnings on Wednesday - MarketBeat

Salesforce is expected to announce its quarterly earnings on Wednesday.

19/02/2025 - source

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