Salesforce Field Services
Leverage Your Service Cloud Data
Salesforce Field Service Lightning utilizes Service Cloud Data and Artificial Intelligence from Salesforce Einstein. Enhance productivity and increase the effectiveness of your field service personnel. Provide a seamless experience all throughout for your clients.
Salesforce Field Service Drive Service Enhancements with Real-time Insights
Expand the Service Cloud offering from Salesforce and work with Service Cloud by adding functionalities – for monitoring, dispatching and reporting on the activities of your field service personnel. Leverage various tools to manage scheduling, work orders and mobile workforce. Provide the service personnel with valuable real-time insights and intelligence to render high quality services and the required knowledge to cross-sell new services and products – to quickly curve out new opportunities for your business
How does Field Service actually work?
Run your mobile workforce with a field service management service. A complete Field Service Management Solution comprises of three main parts, with various elements that work together. These are Core Field Service Lightning, scheduling and optimization from a managed package and a mobile app that works for your mobile workforce. Turn on geocoding or location data by enabling Field Service Lightning. Track where your mobile workforce is at a given point in time with this data
Real-time Analytics & Reporting
Analyze the workflow of your employees to improve productivity with real-time monitoring of their performance.
Intelligent Scheduling & Dispatching Work
Book service appointments easily with smart scheduling. Assign appointments to the right technicians - based on skills, location and time.
Work Orders Management
Create and manage work orders for the operational aspects of Field Service.
Inventory Management
Track the storage, request, consumption and return of items in your inventory with the inventory objects of Field Service Lightning.
Track and Manage Jobs in Real-time
Update work orders, issue change requests or adjust job status - anywhere , anytime by the service employees.