Salesforce Field Service (Click Field Service Edge)

Salesforce Field Service (Click Field Service Edge)

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Score 6.9 out of 100
Salesforce Field Service (Click Field Service Edge)


Recent Reviews

Not ready for Prime Time

1 out of 10
March 16, 2019
My company is currently using ClickMobile to manage the schedules of 1,000+ field clinicians. It is supposed to perform real-time tracking …
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What is Salesforce Field Service (Click Field Service Edge)?

Salesforce Field Service, including and replacing the former Click Field Service Edge (CFSE) that was acquired with ClickSoftware by Salesforce in 2019, is a field service management software solution, offered in a modular fashion to meet the needs of a wide range of organizations. The solution is…

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Product Details

What is Salesforce Field Service (Click Field Service Edge)?

Click Field Service Edge (CFSE) is a field service management software solution, offered in a modular fashion to meet the needs of a wide range of organizations. CFSE is available in 4 editions, Essential, Professional, Professional Plus and Ultimate, reflecting different base levels of capability. These editions are supplemented by additional modules. This gives field service organizations the flexibility to adopt the features and functions they need, and to expand as and when their business requirements evolve.

Click (ClickSoftware) was acquired by Salesforce in August 2019. The solution will be offered as part of the Salesforce Service Cloud solution.

Salesforce Field Service (Click Field Service Edge) Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo


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Reviews and Ratings




(1-3 of 3)
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Score 1 out of 10
Vetted Review
Verified User
Review Source
My company is currently using ClickMobile to manage the schedules of 1,000+ field clinicians. It is supposed to perform real-time tracking and sync with office staff. We hoped to integrate it with our billing and time reporting systems, but that is a long way off.
  • They apparently have an excellent sales team.
  • Click has a long way to go to improve functionality of its current features. It is buggy and slow, and does not sync correctly with scheduling.
  • Mobile users can only see one day at a time, making point-of-care scheduling cumbersome.
  • Tech support is only provided to end users by email.
Advertised as an integrated solution for home care field clinicians, but it does not work offline, allow staff to view entire schedule, or enter recurring appointments.
Gary Patterson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Review Source

We (Diabsolut) are a preferred partner and implementer of the full suite of ClickSoftware products with offices in Canada, United States, and India.

We have implemented ClickSoftware's Mobile Workforce Management software at several of our clients and have successfully deployed it, and many other ClickSoftware products to other clients over an ever expanding array of sectors for several years.

The Mobility solutions offered by ClickSoftware are very robust and extremely configurable, enabling adopters of the software to get everything they need and almost everything they want out of a mobile workforce management system today. Clicksoftware is always updating their software with bug fixes and enhancements making for a highly evolved offering that can adapt to meet your organizations needs as your business changes and grows. ClickSoftware offers a Windows based "thick" client that is perfect for Field resources utilizing a laptop, while ClickMobile Touch allows for organizations that have gone truly mobile to utilize a robust mobile workforce management system through an HTML5 webpage or native app on a smartphone.

ClickMobile allows organizations communicate with field resources in real-time. This allows for updates to and from the field resources, enabling the business to react in those critical moments when customer service is tested.

  • ClickMobile allows for real-time updates from the field. The devices don't need to be within the organizations domain to communicate with the back-end database. This makes updating work order information much less cumbersome since VPN connections are not necessary for mobile field workers
  • Store-and-forward capability of the Mobile applications allow users to make updates to a work order even when they don't have an internet/data connection. They can make their changes and rest assured that they will be recorded to the organizations database when internet connection is restored.
  • ClickMobile Touch makes the BYOD a reality as the application is device agnostic and will run on any browser that supports HTML5.
  • At times updates from may take a while to come back to the main database. This is generallly because of a loss of internet connectivity due to poor data coverage from cell towers or Wi-Fi networks.
  • Organizational IT policies of network architecture/DMZ/Firewalls may add to the challenges of deploying ClickMobile outside of the organization domain, thus allowing field resources the ability to access relevant work order data without connecting the company network via VPN. This can usually be overcome with quality solution design and implementation.

ClickMobile can be implemented in virtually any organization that has a need for a Mobile Workforce Management system. The only real limitations or concerns will be with the backend hardware architecture. Sectors that have really seen the best utilization of the software are ones that have a dynamic service schedule and need to be extremely flexible with their customers service needs. In a day where customer service is so important to an organizations ability to remain the market leader it is extremely important for an organization to consider implementing a mobile solution. For organizations that already have a mobile management solution in place it is critical that they continuously reevaluate the system in order to remain competitive in their market and drive down operational costs.

Change can be difficult for many organizations and the buy-in from the Field resources, who will ultimately be utilizing the mobile solution on a daily basis, will be critical when implementing something like ClickMobile. If the field resources are not able to accept a change to process then Change Management needs to take place during the implementation. It is generally a good rule to begin Change Management at the beginning of any large project, such as one where a mobile solution is being introduced.

George Pelosi | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
ClickSoftware Mobile Workforce Management is used to manage workflow of mobile workforce in North America. It is being using in these countries only. It does a very good job of scheduling tasks and managing assignment resources based on current business rules and objectives. ClickSchedule 8.16 is very stable and it does a good job of auto scheduling calls when it has been configured properly. It addresses the problems of how to manage your mobile workforce, whether it be field technicians or a group of contractors assigned to a particular site.
  • ClickSoftware Mobile Workforce Management is very scalable to meet the scheduling demands of any size organization
  • ClickSoftware Mobile Workforce Management is very customizable to the needs and requirements of any service organization
  • ClickSoftware Mobile Workforce Management allows an organization to plan and adjust to the service business changes in demand.
  • ClickSoftware Mobile Workforce Management takes very skilled and certified personnel to manage the changes to code, logic, or applications.
  • ClickSoftware Mobile Workforce Management requires significant upfront business analysis investment in time and planning to be implemented properly.
  • ClickSoftware Mobile Workforce Management requires a significant investment in IT infrastructure in order to implement successfully.
There is some size value of an organization where you would need enough resources with a scheduling problem or mobile workforce demand large enough in order to justify the effort required to implement such a solution. Key questions would include how many field or mobile resources are needed to be scheduled every day, and how complex are the tasks that they are being assigned to.