Salesforce Field Service

Leverage Your Service Cloud Data

Salesforce Field Service Lightning utilizes Service Cloud Data and Artificial Intelligence from Salesforce Einstein. Enhance productivity and increase the effectiveness of your field service personnel. Provide a seamless experience all throughout for your clients.

Salesforce Field Service

Drive Service Enhancements with Real-time Insights

Expand the Service Cloud offering from Salesforce and work with Service Cloud by adding functionalities – for monitoring, dispatching and reporting on the activities of your field service personnel. Leverage various tools to manage scheduling, work orders and mobile workforce.  Provide the service personnel with valuable real-time insights and intelligence to render high quality services and the required knowledge to cross-sell new services and products – to quickly curve out new opportunities for your business.

What to Expect from Salesforce Field Service?

Meet or exceed customer expectation with Field Service product from Salesforce, by putting the mobile employees in your organization – in the right place and the right time.  Work seamlessly with Salesforce1 mobile application and enable the salespeople to complete work orders, while working in their job sites.

What are the benefits of Salesforce Field Service?

Field Service Lightning is a tool that works on the Customer Service platform of Salesforce for mobile intelligent customer service. Close the gap between the customer and company with a connected experience – same as that on the field. Track everything with geocoding for transactions in all areas. Use the mobile app in the offline mode, even in zones with no signals and help in task completion.

How does Field Service actually work?

Run your mobile workforce with a field service management service. A complete Field Service Management Solution comprises of three main parts, with various elements that work together. These are Core Field Service Lightning, scheduling and optimization from a managed package and a mobile app that works for your mobile workforce. Turn on geocoding or location data by enabling Field Service Lightning. Track where your mobile workforce is at a given point in time with this data.


Real-time Analytics & Reporting

Analyze the workflow of your employees to improve productivity with real-time monitoring of their performance.

Inventory Management

Track the storage, request, consumption and return of items in your inventory with the inventory objects of Field Service Lightning.

Intelligent Scheduling & Dispatching Work

Book service appointments easily with smart scheduling. Assign appointments to the right technicians - based on skills, location and time.

Track and Manage Jobs in Real-time

Update work orders, issue change requests or adjust job status - anywhere , anytime by the service employees.

Work Orders Management

Create and manage work orders for the operational aspects of Field Service.

Video Presentation

See it in action

Play Video

Implementation Services

The certified Salesforce specialists at Cloud Analogy will help you in a thorough understanding of, how best to use Field Service capabilities, for your specific organizational needs. Leverage the Service Cloud data to bring forward the unique challenges, your organization is bound to face. Excel in customer service with the best practices on Field Service Lightning, as recommended by our experts. Identify the installation and repair challenges and suggest any changes in processes or tools, if at all there is a need to do so.  Create dashboards based on process data and outcomes to provide actionable insights for the dispatchers and managers.

Customization Services

Create different branding experiences for contractors. Leverage and assign geolocation settings or app extensions for the technicians as well as the supervisors, all with the Salesforce Customization services from Cloud Analogy. Use the same set of settings configurations for all users with our Salesforce specialists. We create unique mobile experiences for various user profiles by customization of Field Service Lightning mobile apps. We impart the look and feel of your organization by customization of the colors used in the user interface.

Integration Services

Integrate Field Service Lightning with financial systems such as Microsoft Dynamics with the experts at Cloud Analogy. Deliver a smarter, faster, customized, and end-to-end customer experience, which is achieved by managing your services, in an altogether different way. Provide a panoramic customer view of your business by offering visibility across all customer touchpoints and insights.

Close Menu
× How can I help you?