Salesforce Field Service Overview
What is Salesforce Field Service?
Salesforce Field Service, built on the Salesforce CRM platform, is a comprehensive solution that connects back-office operations with field service teams to deliver exceptional customer experiences. It enables organizations to schedule, dispatch, and manage field technicians efficiently, providing customers with real-time updates, mobile worker details, and options for virtual assistance. The deep integration with Salesforce CRM ensures a unified view of the customer, empowering teams to exceed expectations at every service interaction.
Who it's for:
This solution is ideal for companies with mobile field service or repair teams—such as those in utilities, telecommunications, healthcare, and manufacturing—that use Salesforce CRM and want to extend its capabilities to optimize field operations and elevate customer service.
Our verdict:
Salesforce Field Service is a powerful and seamlessly integrated offering for businesses already invested in the Salesforce ecosystem. Its strength in creating connected, customer-centric field service experiences is significant, though it is part of a larger, enterprise-grade platform.
Salesforce Field Service Details
Salesforce Field Service Platforms supported
Cloud, SaaS, Web-Based
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
On-Premise Linux
On-Premise Windows
Salesforce Field Service Support options
24/7 Live Rep
Chat
Email Help Desk
FAQ Forum
Knowledgebase
Phone Support
Salesforce Field Service Training options
Documentation
In-Person
Live Online
Webinars
Videos
Salesforce Field Service Related Categories
Salesforce Field Service Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Salesforce Field Service Pricing
Tiered pricing system
Salesforce Field Service Features
Most valued Salesforce Field Service features by users
Billing & Invoicing
Contact Database
Contract/License Management
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Online Time Clock
Payment Collection in the Field
Quotes/Estimates
Routing
Scheduling
Service History
Work Order Management
Customer Database
Inventory Control
Job Management
Self Service Portal
Technician Management
Preventive Maintenance
Top Salesforce Field Service Alternatives & Competitors
Jobber is a comprehensive field service management software focused on keeping jobs organized and customers informed. It provides tools for efficient scheduling, route optimization, and sending professional quotes and in... Read More
ServiceTitan is a comprehensive, end-to-end field service management platform highly rated for the HVAC industry and other home service trades. It is designed as an enterprise-grade solution to help contractors significa... Read More
FieldEdge (separate from the Flat Rate Mobile app) is positioned as the #1 HVAC software with over 30,000 users, backed by over 35 years of industry leadership. Its core value proposition includes live, two-way integrati... Read More
simPRO is a comprehensive Computerized Maintenance Management System (CMMS) software solution designed to help organizations manage their maintenance work and streamline overall operations. It provides powerful features ... Read More
Salesforce Field Service, built on the world's leading CRM platform, empowers organizations to deliver a connected customer experience by bridging the gap between the back office and field teams. It enables real-time app... Read More
Service Fusion is an all-in-one field service management software trusted by over 6,000 service contractors. It consolidates critical business functions?including customer management, dispatching, scheduling, invoicing... Read More
ServiceBox is a specialized, web-based field service management software built from the ground up for commercial HVAC contractors. It seamlessly connects office staff with field technicians, providing a unified platform ... Read More
Fieldpoint is a complete Field Service Management system notable for its strong integration capabilities with major back-office accounting and ERP systems, including Microsoft Dynamics GP, QuickBooks, NetSuite, and Intac... Read More
SkyBoss is a comprehensive, cloud-based field service management system that provides in-depth, real-time tools for managing service operations. It encompasses call tracking, technician GPS tracking, paperless invoicing,... Read More
Field Service Management by GPS Insight is a mobile workforce management solution that leverages GPS technology to enhance the efficiency and connectivity of field service operations. It supports daily workflows by provi... Read More