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, 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 enhance your Sales Document Management process?

What benefits does Salesforce Field Service offer for Helpdesk Management?

How can Salesforce Field Service optimize your Forecasting Workflow?

How can Salesforce Field Service optimize your Engagement Management Workflow?

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.

 

Metrotel implements Salesforce and accelerates its digital transformation - BNamericas

Metrotel has implemented Salesforce to enhance its digital transformation efforts, leveraging Salesforce's CRM capabilities to improve customer engagement and operational efficiency.

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GJ Properties Teams Up With Salesforce And 20Three To Digitally Transform Ajman's Real ...

GJ Properties has partnered with Salesforce and 20Three to digitally transform Ajman's real estate sector. This collaboration aims to enhance customer engagement and operational efficiency through Sa...lesforce's cloud-based solutions. 20Three will implement Salesforce technologies and provide strategic advice to ensure successful digital transformation, aligning with UAE's vision for smart cities.

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Vonage Taps Salesforce Agentforce and Data Cloud for Sales and Service - Salesforce

Vonage deepens its partnership with Salesforce by deploying Salesforce's Data Cloud and Agentforce to enhance customer experiences and drive innovation. This collaboration aims to unify Vonage's ente...rprise data, automate tasks with AI agents, and provide personalized customer interactions. The partnership highlights Vonage's commitment to becoming an Agentic Enterprise and leveraging Salesforce's AI and CRM capabilities for digital transformation.

Read more →

Razorpay - Financial Services

Razorpay uses Salesforce to improve sales efficiency. They saw a 38% increase in lead conversion. Sales team efficiency increased by 30%. Turnaround time on service requests reduced from 48 hours to ...8 hours.

Read more →

Genpact - Professional Services

Genpact uses Salesforce to transform its sales and marketing. 100% of sales opportunities are captured on Salesforce. Customer conversations increased by 50% in a year. Genpact has over 100,000 emplo...yees in 30 countries. Salesforce helps Genpact scale and improve customer service.

Read more →

Balaji Wafers - 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.

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?

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

Partnership

DataGroomr Announces Updates to its AI-Powered Data Quality App on Salesforce AppExchange

DataGroomr has updated its AI-powered data quality app on Salesforce AppExchange, introducing AI Recommendations and Live Dedupe features. These enhancements provide real-time deduplication and AI-driven insights, enabling Salesforce users to automate and improve data quality management. The app's no-code interface and adaptive AI simplify data management, enhancing data accuracy and supporting downstream analytics and AI initiatives.

Product

Salesforces Slack to stop direct service in China, The Information reports - TipRanks

Salesforce is restricting third-party companies from long-term indexing and storing Slack messages, impacting rival enterprise AI firms like Glean. This move tightens Salesforce's control over Slack data, potentially limiting AI competitors' access.

M&A

Salesforce (CRM) Completes Informatica Acquisition - GuruFocus

Salesforce has completed its acquisition of Informatica, enhancing its AI-driven data management capabilities. The $25 per share acquisition is expected to positively impact Salesforce's financial metrics, including earnings per share and free cash flow, by the second year post-closure. This strategic move aims to bolster Salesforce's data capabilities, supporting AI operations across enterprises.

M&A

Salesforce (CRM) Signs Definitive Agreement for Acquisition of Spindle AI - Yahoo Finance

Salesforce has signed a definitive agreement to acquire Spindle AI, a platform specializing in agentic analytics. This acquisition aims to enhance Salesforce's capabilities in agent observability and self-improvement, focusing on custom analytics and ROI forecasting. The deal is expected to close in Q4 2026, pending customary conditions.

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