Salesforce Field Service¶

Running a field service business means managing numerous moving parts. With Field Service, you get the tools that you need to manage work orders, scheduling, and your mobile workforce. Here are some of the things you can do:

Create records that represent your field service workers, dispatchers, and agents, and add details about their skills, location, and availability
Set up multilevel service territories that represent the regions where mobile workers can provide services
Track the location and status of your inventory, warehouses, service vehicles, and customer sites
Schedule one-time or recurring work orders for customers, and add details about worker preferences, required skills, and parts
Create maintenance plans and templates to standardize your field service tasks
Generate service reports to keep customers informed about service progress

Licenses¶

Salesforce Field Service uses different user licenses for each persona.

Field Service Licenses¶

Features	Dispatcher	Technician	Contractor	Contractor Plus
Work Orders	✅	✅	✅	✅
Appointment Booking	✅	✅	✅	✅
Asset, Inventory, and Product Tracking	✅	✅	✅	✅
Opportunities	✅	✅	❌	✅
Android and iOS Mobile App	❌	✅	✅	✅
Schedule Optimization	✅	❌	❌	✅
Dispatcher Console	✅	❌	❌	✅

Field Service Plus¶

Get the field service bundle that combines both Technician/Mobile Employee and Dispatcher along with all Service Cloud and Sales Cloud functionality.

Documentation¶

Data Model¶

Mobile App¶

Field Service provides a mobile app available in different stores. Mobile workers using the app can:

Work while Offline
Scan Barcodes
Capture Signatures
View their appointment schedule
Track updates with push notifications
View Knowledge articles to complete tricky tasks
Track van stock and inventory consumed to complete jobs