What is Field Service?
Field Service is a Salesforce solution designed to meet the specific needs of field service businesses (for both B2C & B2B markets). It facilitates providing services to customers onsite, maintaining a call center that accepts and dispatches orders to specialists who use smartphones to manage tasks outside the office.
Create work orders from any case, fast.
Create and manage work orders for field service operations and instantly view Knowledge articles and track SLA compliance with Milestones.
Optimize schedules and intelligently assign jobs.
With intelligent scheduling, jobs are automatically assigned to the right resource based on time, skills, location, and any business rules to increase employee productivity. Use smart scheduling and tracking of crews, equipment, and trucks to ensure the right parts are available for the job.
Harness the power of Einstein AI to increase first-time fix rate.
With Einstein Vision, mobile employees can use image recognition to immediately identify assets and parts in images. Ensure the right product part is fixed or replaced to eliminate confusion and additional trips back to the office. Based on an image’s classification, you can automatically prescribe the right set up steps for technicians, so they can provide faster, smarter service.
Manage jobs from any mobile device.
The Field Service Lightning mobile app brings the full power of on-site job management to your mobile workforce. Improve first-visit resolution by arming mobile employees with this best-in-class mobile solution that delivers job schedules, Einstein AI, visibility into van stock and inventory, knowledge articles, and real-time collaboration while they’re on the go, regardless of cell phone connectivity.
Make smarter decisions.
Use Field Service Analytics to give managers and dispatchers easy, real-time visibility into operational performance and KPIs. Drill into all your data from multiple systems, address customer complaints, and stop problems before they happen, all in one app.
How to Get Started?
You want to turn your Field Service Management to great success, but don't know where to start? Our team of certified Salesforce Administrators and Consultants is ready to help you with the implementation and customized set up of your Salesforce Field Service Lightning platform. We will provide you with all the necessary resources to get the most out of your Salesforce experience, to scale and grow as you build strong customer relationships.