Salesforce Field Service

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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Salesforce Field Service

"Managing field teams across multiple locations can get complicated fast. Salesforce Field Service helps businesses keep track of technicians, appointments, and job updates without relying on scattered spreadsheets or phone calls. It works well for companies that handle a high volume of service requests and need real-time visibility into their field operations. Teams can coordinate more easily, and managers stay informed without constant back-and-forth. That said, smaller businesses may find the pricing and setup more than they actually need."
Decision Snapshot

Salesforce Field Service Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting Price$175 / month
Free TrialAvailable
Free VersionNot available
APIAvailable
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

Salesforce Field Service Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Salesforce Field Service

Salesforce Field Service is a dynamic software solution designed for managing on-site service operations. It's part of the broader Salesforce ecosystem, renowned for customer relationship management. This software excels in scheduling and dispatching, ensuring the right technician reaches the right location at the right time with smart, automated scheduling. It's particularly user-friendly, offering real-time mobile access for field workers, which boosts efficiency and customer satisfaction. Additionally, Field Service includes inventory management features, making it easier to track and manage parts and equipment. What sets it apart is its seamless integration with Salesforce's CRM platform, allowing for enhanced customer data access and better service personalization. The software also supports various industries, providing customizable workflows and reporting for tailored service delivery.
Company Salesforce
Founded 2003
Headquarters United States
Employees 1000+

Support

24x7 Support Email Phone Chat Knowledge Base

Training

In-person Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android Mac

Typical Customers

Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 16 languages available
Chinese Danish Dutch English Finnish French German Italian Japanese Korean Norwegian Portuguese Russian Spanish Swedish Thai
Industries Served 2 industries available
Information Technology & Services Retail

Why Choose Salesforce Field Service

Problem it Solves

  • Problem it Solves Optimizes Field Service Operations For Improved Efficiency And Customer Satisfaction

Target Users

  • Target Users Field Technicians
  • Target Users Service Managers
  • Target Users Dispatchers
  • Target Users Customer Service Representatives
  • Target Users Operations Managers

Core Use Case

  • Core Use Case Schedule Appointments Efficiently
  • Core Use Case Optimize Field Workforce
  • Core Use Case Track Service Delivery
  • Core Use Case Manage Work Orders
  • Core Use Case Enhance Customer Communication

USP

  • USP Optimize Field Operations With Real-time Insights And Seamless Coordination

Pros

  • Pros Real-time scheduling adjustments keep field teams responsive without constant calls
  • Pros Mobile app gives technicians full job details even offline
  • Pros AI-powered dispatching matches the right technician to the right job
  • Pros Deep Salesforce CRM integration means no switching between platforms
  • Pros Customer appointment tracking reduces missed visits and frustrating no-shows
  • Pros Inventory management prevents technicians arriving without the right parts
  • Pros Analytics dashboards give managers clear visibility into field performance trends
  • Pros Scales well for large enterprises managing hundreds of daily work orders

Cons

  • Cons Scheduling optimization demands significant setup time before delivering real value
  • Cons Mobile app performance struggles when connectivity drops in remote job sites
  • Cons Pricing climbs steeply as team size and feature needs grow
  • Cons Full capability requires heavy reliance on Salesforce's broader ecosystem
Editorial Buyer Guidance

Who Is Salesforce Field Service Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Optimizes Field Service Operations For Improved Efficiency And Customer Satisfaction

Target Users

  • Field Technicians
  • Service Managers
  • Dispatchers
  • Customer Service Representatives
  • Operations Managers

Core Use Cases

  • Schedule Appointments Efficiently
  • Optimize Field Workforce
  • Track Service Delivery
  • Manage Work Orders
  • Enhance Customer Communication

Unique Selling Point

Optimize Field Operations With Real-time Insights And Seamless Coordination

Strengths and Limitations

Salesforce Field Service Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Real-time scheduling adjustments keep field teams responsive without constant calls
  • Mobile app gives technicians full job details even offline
  • AI-powered dispatching matches the right technician to the right job
  • Deep Salesforce CRM integration means no switching between platforms
  • Customer appointment tracking reduces missed visits and frustrating no-shows
  • Inventory management prevents technicians arriving without the right parts
  • Analytics dashboards give managers clear visibility into field performance trends
  • Scales well for large enterprises managing hundreds of daily work orders
!

Cons

  • Scheduling optimization demands significant setup time before delivering real value
  • Mobile app performance struggles when connectivity drops in remote job sites
  • Pricing climbs steeply as team size and feature needs grow
  • Full capability requires heavy reliance on Salesforce's broader ecosystem
Category-Based Capabilities

Salesforce Field Service Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Knowledge Management Software 26 selected features Open category ↗ ⌄
Cataloging/Categorization Knowledge Base Management Single Sign On Communication Management SSL Security Text Editing Activity Tracking Social Media Integration Access Controls/Permissions Decision Support Document Management Collaboration Tools Drag & Drop Live Chat Surveys & Feedback Self Service Portal Alerts/Notifications Full Text Search Commenting/Notes Discussions/Forums Tagging Widgets Content Management Content Library Multi-Language Calendar Management
Field Service Management Software 24 selected features Open category ↗ ⌄
Routing Online Time Clock Dispatch Management Service History Customizable Forms Contract/License Management Alerts/Notifications Payment Collection Real Time Data Electronic Signature Work Order Management Quotes/Estimates Scheduling Billing & Invoicing Inventory Management Activity Tracking CRM Accounting Integration Maintenance Scheduling File Storage Contact Database Mobile Access GPS Calendar Management
Handyman Software 18 selected features Open category ↗ ⌄
Electronic Payments Reporting & Statistics Real-Time Data Customer Database Job Scheduling Timesheet Management Dispatch Management Invoice Management Alerts/Notifications Billing & Invoicing Calendar Management Job Tracking Calendar Sync Payment Processing Quotes/Estimates Mobile Access QuickBooks Integration GPS
HVAC Software 16 selected features Open category ↗ ⌄
Service History Calendar Management Job Management Billing & Invoicing Electronic Payments Inventory Management Task Scheduling Customer History Technician Management Quotes/Estimates Inventory Control Location Tracking Customer Database Routing Real-Time Updates Maintenance Scheduling
Knowledge Base Software 16 selected features Open category ↗ ⌄
Full Text Search Self Service Portal SEO Management Customizable Branding Feedback Management Reporting/Analytics Rich Text Editor Cataloging/Categorization Multi-Language Customizable Templates Collaboration Tools User Management Drag & Drop Editor Mobile Interface WYSIWYG Editor Knowledge Management
Lawn Care Software 14 selected features Open category ↗ ⌄
Employee Management Scheduling Time Tracking Equipment Management Dispatch Management Mobile Access Service History Contract/License Management Routing Billing & Invoicing Work Order Management Quotes/Estimates Calendar Management Customer Management
Manufacturing Execution Software 9 selected features Open category ↗ ⌄
Order Management Traceability Production Management Quality Control Forecasting Supplier Management Safety Management Supply Chain Management Inventory Management
Pool Service Software 4 selected features Open category ↗ ⌄
Work Order Management Billing & Invoicing Maintenance Scheduling Quotes/Estimates
Route Planning Software 12 selected features Open category ↗ ⌄
Delivery Tracking Live Driver Tracking Voice Recognition Fuel Tracking Territory Management Performance Metrics Real-Time Monitoring SMS Messaging Scheduling Mobile Access GPS Status Tracking
Service Dispatch Software 17 selected features Open category ↗ ⌄
Customer Database Real-Time Updates Job Management Work Order Management Billing & Invoicing Self Service Portal GPS Routing Real-Time Data Quotes/Estimates Mobile Access Accounting Integration Calendar Management Technician Management Inventory Control Contract/License Management Service History
Transportation Dispatch Software 16 selected features Open category ↗ ⌄
Mileage Tracking Location Tracking Routing Emergency Dispatch Delivery Tracking Mobile Access Fuel Management Billing & Invoicing Order Management GPS Dispatch Management Customer Management Route History Route Optimization Scheduling Real-Time Monitoring
Work Order Software 17 selected features Open category ↗ ⌄
Contract/License Management Electronic Signature Job Tracking Quotes/Estimates Recurring Appointments Document Management Calendar Management Billing & Invoicing Reporting & Statistics Mobile Access Maintenance Scheduling Third-Party Integrations Dispatch Management Preventive Maintenance Alerts/Notifications Inventory Management Technician Management
Connected Applications

Salesforce Field Service Integrations

Integration information is displayed only when approved integration products are available on the profile.

Pricing Information

Salesforce Field Service Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per Feature
Preferred Currency USD ($)
Free Trial Available
Free Version Not available
Payment Frequency Annual Subscription, Monthly Subscription
Starter Suite
$175 Per Month
Standard
$175 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Alternative Products

Top Salesforce Field Service Alternatives

Explore leading products commonly evaluated alongside Salesforce Field Service.

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Frequently Asked Questions

Salesforce Field Service FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Salesforce Field Service is a dynamic software solution designed for managing on-site service operations. It's part of the broader Salesforce ecosystem, renowned for customer relationship management. This software excels in scheduling and dispatching, ensuring the right technician reaches the right location at the right time with smart, automated scheduling. It's particularly user-friendly, offering real-time mobile access for field workers, which boosts efficiency and customer satisfaction. Additionally, Field Service includes inventory management features, making it easier to track and manage parts and equipment. What sets it apart is its seamless integration with Salesforce's CRM platform, allowing for enhanced customer data access and better service personalization. The software also supports various industries, providing customizable workflows and reporting for tailored service delivery.

  • No, Salesforce Field Service does not offer a free version.

  • Yes, Salesforce Field Service offers a free trial.

  • No, Credit Card details are not required for the Salesforce Field Service trial.

  • Salesforce Field Service offers the following pricing plans & packages:

    Starter Suite

    $175 Per Month

    Standard

    $175 Per Month

  • Salesforce Field Service supports the following payment frequencies:

    • Annual Subscription , Monthly Subscription

  • Yes, Salesforce Field Service offers an API.

  • Salesforce Field Service can be integrated with the following applications:

    • Salesforce Sales Cloud , Tableau , Salesforce Service Cloud , Slack , AWS Cloud , Twilio , DocuSign , Salesforce Marketing Cloud , Microsoft Outlook , Salesforce Einstein

  • Salesforce Field Service offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • Salesforce Field Service offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Salesforce Field Service supports the following languages:
    • Chinese , Danish , Dutch , English , Finnish , French , German , Italian , Japanese , Korean , Norwegian , Portuguese , Russian , Spanish , Swedish , Thai

  • Following are the typical users of the Salesforce Field Service:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Salesforce Field Service supports the following deployment:
    • Cloud Hosted

  • Salesforce Field Service supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Mac
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