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Salesforce Field Service description
Salesforce Field Service is a cloud-based platform designed for businesses of all sizes that manage a mobile workforce. It streamlines operations with automated appointment scheduling, work order management, and real-time tracking of field technicians. The platform leverages AI to provide insights, optimize scheduling, and even assist with customer support through features like online booking and remote assistance. Salesforce Field Service empowers technicians with an offline-first mobile app for seamless data access, ultimately aiming to boost productivity and improve customer satisfaction.
Who is Salesforce Field Service best for
Salesforce Field Service helps businesses manage their mobile workforce. Users love the integrated platform, real-time scheduling, and mobile app. However, some find the setup difficult and the mobile app's UI lacking. Best for small to large businesses in various sectors like healthcare and IT, looking to streamline field operations.
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Best fit for small, medium, and large businesses.
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Ideal for Healthcare, Finance, E-commerce, Retail, Consumer Goods, Manufacturing, Education, Real Estate, Hospitality, Software/IT, Non-profit, Energy, Professional Services, and Automotive.
Salesforce Field Service features
| Supported Technicians can access and update client information and job details through the mobile app. |
| Supported Technicians can be tracked in real time using features like Appointment Assistant and Salesforce Maps. |
| Supported Technicians can access schedules and job details offline. |
| Supported Salesforce Field Service uses AI and real-time traffic to optimize technician routes, minimizing drive time. |
| Supported Salesforce Field Service supports scheduling and dispatching jobs to technicians using features like the Dispatcher Console and Smart Scheduling. |
| Supported Yes, Salesforce Field Service offers a mobile app for technicians with access to schedules, job details, and customer information. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
Salesforce Field Service reviews
We've summarised 467 Salesforce Field Service reviews (Salesforce Field Service Capterra reviews and Salesforce Field Service G2 reviews) and summarised the main points below.
- Integrated platform for CRM, case management, and knowledge base.
- Real-time scheduling and optimization capabilities.
- Mobile app provides technicians with offline data access (though limited).
- Customizable objects and workflows.
- Comprehensive data tracking and reporting features.
- Difficult setup process for initial configuration.
- Mobile app lacks intuitive UI and has limited customization options.
- High licensing costs, especially for advanced features.
- Occasional syncing issues and performance lags in the mobile app.
- Limited offline functionality in the mobile app.
Salesforce Field Service pricing
The commentary is based on 49 reviews from Salesforce Field Service Capterra reviews and Salesforce Field Service G2 reviews.
Salesforce Field Service offers robust features, but reviews indicate licensing costs and implementation expenses are high. While some find it a worthwhile investment for streamlining operations, others suggest exploring alternative solutions due to the price. Smaller businesses, especially, may find the pricing structure challenging.
Users sentiment
Salesforce Field Service alternatives
SimproBetter fit for smaller trade businesses. More focused on features like job costing, accounting integration, and inventory tracking. Has stronger momentum but lower reliability and ease of use scores. Mobile app is considered clunky.Read more
Housecall ProBetter fit for smaller businesses in the home services industry. Has faster website traffic and employee growth. Users highlight excellent customer support and sales pipeline features. However, users note slow app performance and QuickBooks syncing issues. More suitable for retail and construction but a worse fit for enterprise companies.Read more
Oracle Field ServiceBetter for enterprise companies. Has significantly more momentum. Not suitable for small businesses.Read more
JotformBetter for data collection and workflow automation via forms. Easier to implement and use. A Salesforce Field Service competitor growing faster with stronger momentum. More suitable for smaller businesses.Read more
Oracle Field Service CloudHas stronger momentum. Better for Media & Entertainment, Marketing & Advertising.Read more
JobberBetter for smaller businesses focused on home services. Easier to implement and use. Has stronger momentum.Read more
Salesforce Field Service FAQ
What is Salesforce Field Service and what does Salesforce Field Service do?
Salesforce Field Service is a cloud-based field service management software that streamlines field operations. It offers features like scheduling, dispatching, route optimization, and mobile app access for technicians. This solution improves productivity and customer satisfaction.
How does Salesforce Field Service integrate with other tools?
Salesforce Field Service integrates with other Salesforce clouds, providing a unified platform for sales, service, and marketing. It also connects with third-party apps through APIs, extending functionality to areas like ERP and inventory management. This allows for streamlined data flow and enhanced operational efficiency.
What the main competitors of Salesforce Field Service?
Top alternatives to Salesforce Field Service include Oracle Field Service, Simpro, and Housecall Pro. These competitors offer similar features like scheduling, dispatching, and mobile workforce management, often at more competitive price points. Jobber is another strong option specifically for small to mid-sized home service businesses.
Is Salesforce Field Service legit?
Yes, Salesforce Field Service is a legitimate product. It's a popular field service management software known for its scheduling and optimization features. However, some users find the setup complex and the pricing high. It's generally safe and reliable with a large user base.
How much does Salesforce Field Service cost?
Salesforce Field Service pricing is not publicly available. Contact Salesforce directly for a customized quote based on your specific business needs and requirements. Consider exploring alternative field service management software options if budget is a primary concern.
Is Salesforce Field Service customer service good?
Salesforce Field Service customer service receives positive feedback. Users highlight the helpfulness and responsiveness of the support team. However, some have experienced recurring issues despite receiving support. Others mention difficulty getting support up to speed on customizations.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.