Service Automation

Salesforce Field Service Lightning

Deliver trusted field service from anywhere — fast.

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Salesforce Partner Field Service Lightning

Salesforce Field Service Lightning improves your operations agility and safety.

Increase productivity and optimize your field service automation using the flexible Salesforce Field Service solution. Equip your team with AI-powered scheduling, resource allocation, guided safety protocols, van inventory, knowledge articles, and more.

Field Service Dispatcher Screen

Prioritize essential projects and intelligently assign jobs, from anywhere.

Leverage CRM service automation to prioritize essential jobs — and save employees time — by intelligently assigning the right workers to the right projects based on skills, location, and business rules. Increase efficiency by giving dispatchers full visibility into the mobile workforce and every job on a single screen.

Harness the power of Einstein AI to increase first-time fix rate.

With Einstein Vision, mobile employees can use image recognition to immediately identify assets and parts in images. Ensure the right product part is fixed or replaced to eliminate confusion and additional trips back to the office. Based on an image’s classification, you can automatically prescribe the right set up steps for technicians, so they can provide faster, smarter service.

Manage jobs and safety protocols from any mobile device.

Help your team efficiently manage essential work, even when they’re offline, with the Salesforce Field Service mobile app. Keep your mobile workers up to date on the latest policies and procedures with step-by-step instructions and safety checklists. Customize the CRM mobile app to improve first-time fix rates by attaching relevant specs, knowledge articles, timesheets, and inventory before workers enter a job site.

Field Service Overview Map

Reduce in-person visits by providing virtual support.

Scale your field service with remote assistance. Allow customers to instantly book phone and video appointments through a customer portal.

Make data-driven decisions faster.

Use Salesforce Field Service Analytics to give your managers and dispatchers easy, real-time visibility into operational performance and KPIs, from any location. Drill into all your data from multiple systems and even track safety protocols, all in one CRM app.