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Salesforce Field Service

Salesforce Field Service
Formerly Click Field Service Edge

Overview

What is Salesforce Field Service?

Field Service (formerly known as Field Service Lightning) is a customizable, mobile-friendly field service hub in Salesforce. It provides tools to manage work orders, scheduling, and a mobile workforce.

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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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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Verified User
Professional in Other
Renewables & Environment Company, 201-500 employees
Souvik Basu, CSM® CSPO® | TrustRadius Reviewer
Souvik Basu, CSM® CSPO®
Program Manager
Aldar Properties (1001-5000 employees)
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Pricing

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Contractor

$50

Cloud
per month per user

Contractor Plus

$75

Cloud
per month per user

Dispatcher

$165

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.salesforce.com/products/fie…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $50 per month per user
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Product Details

What is Salesforce Field Service?

An AI platform for field service with features that help users to enhance customer engagement with real-time personalization, optimize field teams with an inbuilt scheduling engine and access to offline data, as well as the ability to improve field visits with the help of trusted AI built on the Einstein 1 Platform.

Salesforce Field Service Features

  • Supported: Appointment Scheduling
  • Supported: Work Order Management
  • Supported: Dispatching
  • Supported: Activity Tracking
  • Supported: Service History
  • Supported: Forecasting and Planning

Salesforce Field Service Screenshots

Screenshot of Screenshot of Screenshot of

Salesforce Field Service Video

How to Optimize Field Service Teams | Salesforce Demo

Salesforce Field Service Competitors

Salesforce Field Service Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported CountriesAll

Frequently Asked Questions

Field Service (formerly known as Field Service Lightning) is a customizable, mobile-friendly field service hub in Salesforce. It provides tools to manage work orders, scheduling, and a mobile workforce.

Salesforce Field Service starts at $50.

ServiceTitan, SAP Field Service Management, and HouseCall Pro are common alternatives for Salesforce Field Service.

The most common users of Salesforce Field Service are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(32)

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
March 12, 2024

Powerful but rigid tool

Verified User
Professional in Other
Renewables & Environment Company, 201-500 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
Implemented primarily for field crew scheduling and timekeeping. Has evolved to be our primary means of scheduling and completing fieldwork, including a newly created Operations & Maintenance (O&M) program. Has helped us standardize our appointment types as well as safety and quality practices. We use labor hours to estimate install efficiency and compare across crews as well.
Pros and Cons
  • Task Management
  • Crew Accountability
  • Appointment Scheduling
  • Flexibility/Customizability
  • Mobile app performance
  • Mobile app error handling and troubleshooting
Likelihood to Recommend
Because troubleshooting the mobile app remotely can be really challenging, the tool would be best suited for companies that have a main office where folks can get together and discuss issues in person. Desktop experience is complex but otherwise functions very well. Mobile app error handling could definitely be improved.
Most Important Features
  • Timekeeping
  • Scheduling
  • Capacity planning
  • Service Territories
Return on Investment
  • Field Service allowed us to efficiently 2x our field crews in a year
  • Field Service allowed us to quickly build out new appointment types and workflows for our field crews
Support Rating
6
We had to contact support a number of times related to bugs that our admin/dev teams were not able to troubleshoot. Unfortunately the Salesforce support was not super helpful, asking us to perform steps that we already completed and included in the original support ticket. Then the problems couldn't be reproduced so ultimately the tickets got closed without resolution. LWC support in the mobile app is severely lacking.
Customization and Personalization
We haven't yet taken advantage of any customer engagement features, but scheduling has gotten dramatically easier, and we recently began leveraging scheduling optimization features to make scheduling faster, easier, and most importantly, error-free. Being able to design and quickly update Work Plans and Work Steps for specific appointment types has been very valuable, but we would like this feature to be slightly more dynamic.
Alternatives Considered
We evaluated some other field service software options but have not directly used any competitors. We selected Field Service because it integrates seamlessly with our existing Salesforce org, and has a more robust feature set than the competition. No regrets with selecting this tool for our specific use cases. Its flexibility and scalability were keys for our decision making process.
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