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Salesforce Field Service

Deliver smarter, faster, and personalised service that transforms the experience of your customers.

peed-SecuritySpeed & Security
Flexibility & ScalabilityFlexibility & Scalability
Better CollaborationBetter Collaboration
Schedule OptimisationSchedule Optimisation
AI PoweredAI Powered
Real-time AnalyticsReal-time Analytics

Salesforce Field Service enables all your team members to manage and deliver quality service from anywhere, at any time.

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About Salesforce Field Service

Field Service Lightning is a Salesforce offering built as an extension to Service Cloud. It brings customers, field technicians, assets, contractors, managers, supervisors and business leaders together on a unified platform to deliver best-in-class on-site services.

Salesforce Field Service Components

The different responsibilities and requirements of the 4 main departments in your company can be catered to by the complete field service management solution, which is made up of 3 main parts.

Admins
Admins

Your admins’ role is to manage all users and configure Salesforce and associated Field Service features tailored to the needs of every customer.

Service Agents
Service Agents

Your service agents’ daily responsibilities include recording cases, service requests, and creation of work orders.

Dispatchers
Dispatchers

Your dispatchers schedule and optimise service appointments as well as assigning resources and staff to these appointments.

Technicians
Technicians

They go to appointments, carry out work orders, track the items they use and complete reports on the status of work orders and appointments.

Core Field Service
Service and Dispatcher Consoles

With core Field Service enabled, your administrators can:

  • create and edit Field Service users and resources (Agent, Dispatcher, Technician and Asset)
  • set up and manage business operating hours, service territories as well as operating hours for service resources
and more.

With core Field Service enabled, your agents can:

  • set up availability, skill sets, and standard appointments
  • create, book, and schedule service appointments
and more.

Field Service Managed Package
Scheduling and Optimisation

With core Field Service enabled, your dispatchers can:

  • view and use the dispatcher console
  • schedule, optimise, and dispatch service appointments
and more.
Field Service Mobile App
Mobility and Flexibility

With core Field Service enabled, your technicians/mobile workers can:

  • view their schedule
  • create, book, and schedule their own appointments.
  • collaborate with other mobile workers, agents and dispatchers
and more.
Salesforce Field Service Features
Effortlessly manage work and inventory

Administrators can set up the business in Salesforce org by establishing operating hours, service territories and creating service resources, such as planner, agent, dispatcher, technician or crew. They can also establish working hours for the resources working in multiple territories. In that way, agents can assign cases to workers with suitable availability.

Admins

Admins can create skills and assign skills to agents, dispatchers and field workers.

Admins

Service agents can create work orders using existing work types, which then auto-create service appointments, skill requirements and products required.

Admins

Agents can create a record of products required so that mobile workers can later update their product consumption accordingly.

Admins

Managers and supervisors can view trends in cases and tasks, and track performance against key KPIs to make prompt decisions and boost team members’ productivity.

Admins
Effectively schedule appointments and dispatch resources

Dispatchers can get a bird’s-eye view of cases and respective appointments, a Gantt chart of resources’ availability and an interactive map of service locations.

Admins

From the action menu of the resources, dispatchers can access related information, such as their skills, past service appointments and absences to consider them for the appointments.

Admins

Resource Schedule Optimisation helps dispatchers arrange schedule for service appointments considering all parameters of the scheduling policy such as travel minimisation, resources skills, preferences and work priority.

Admins
Boost mobility, productivity and collaboration

Technicians can view not only current appointments but also future appointments to plan their week in advance and stay productive.

Admins

With access to an instruction checklist on how to complete a work order, field technicians can complete their tasks quickly and consistently, minimising time wasted on guesswork and errors.

Admins

They can record their product consumption on their phone so that the stock quantity can be updated in real-time.

Admins

Using Chatter, a collaboration tool with many features similar to those of social media, mobile workers can get the latest updates from their team members and notify their supervisors of their progress.

Admins
Effortlessly manage work and inventory
Admins

Administrators can set up the business in Salesforce org by establishing operating hours, service territories and creating service resources, such as planner, agent, dispatcher, technician or crew. They can also establish working hours for the resources working in multiple territories. In that way, agents can assign cases to workers with suitable availability.

Admins

Admins can create skills and assign skills to agents, dispatchers and field workers.

Admins

Service agents can create work orders using existing work types, which then auto-create service appointments, skill requirements and products required.

Admins

Agents can create a record of products required so that mobile workers can later update their product consumption accordingly.

Admins

Managers and supervisors can view trends in cases and tasks, and track performance against key KPIs to make prompt decisions and boost team members’ productivity.

Effectively schedule appointments and dispatch resources
Admins

Dispatchers can get a bird’s-eye view of cases and respective appointments, a Gantt chart of resources’ availability and an interactive map of service locations.

Admins

From the action menu of the resources, dispatchers can access related information, such as their skills, past service appointments and absences to consider them for the appointments.

Admins

Resource Schedule Optimisation helps dispatchers arrange schedule for service appointments considering all parameters of the scheduling policy such as travel minimisation, resources skills, preferences and work priority.

Boost mobility, productivity and collaboration
Admins

Technicians can view not only current appointments but also future appointments to plan their week in advance and stay productive.

Admins

With access to an instruction checklist on how to complete a work order, field technicians can complete their tasks quickly and consistently, minimising time wasted on guesswork and errors.

Admins

They can record their product consumption on their phone so that the stock quantity can be updated in real-time.

Admins

Using Chatter, a collaboration tool with many features similar to those of social media, mobile workers can get the latest updates from their team members and notify their supervisors of their progress.

Implement Salesforce Field Service to empower your staff with timely information and satisfy your customers with proactive service.

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