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    Salesforce Field Service

    Maximize first-time fix rates with Einstein AI scheduling and offline mobile.

    Founded 1999
    San Francisco, CA
    70000+
    www.salesforce.com
    Size:
    Mid-Market & Enterprise
    |
    Best For:
    Private Fleets
    Manufacturers and Shippers
    3PL

    Platform Overview

    Salesforce Field Service (formerly Field Service Lightning) is an AI-powered field service management platform built on Service Cloud. The platform features Einstein AI-driven scheduling that assigns jobs based on skills, location, availability, and SLAs. Dispatchers manage operations through visual Gantt charts and maps with drag-and-drop scheduling. The mobile app works offline, enabling technicians to access work orders, update status, and capture signatures without connectivity. Real-time inventory tracking across warehouses and vehicles reduces repeat visits. Slack integration enables instant dispatcher-technician communication.

    Core Strengths
    • Einstein AI-powered intelligent scheduling
    • Offline-first mobile for remote field work
    • Native Salesforce CRM integration
    • Real-time inventory across vehicles and warehouses
    Best Suited For
    • Telecom and utilities field operations
    • HVAC and equipment maintenance companies
    • Healthcare equipment servicing
    • Enterprise service organizations on Salesforce
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    Why Choose Salesforce Field Service

    Maximize first-time fix rates with Einstein AI scheduling and offline mobile.

    Best For
    Mid-Market & Enterprise
    Private Fleets
    Manufacturers and Shippers
    3PL

    Salesforce Field Service Features (10)

    Einstein AI scheduling optimization
    Offline-first mobile app
    Visual dispatcher console (Gantt/map)
    Real-time inventory tracking
    Service territory management
    Einstein Vision image recognition
    Predictive maintenance
    Slack integration
    Work order lifecycle management
    Customer signature capture

    Salesforce Field Service Integrations (9)

    Salesforce CRM
    Salesforce Service Cloud
    SAP ERP
    Oracle ERP
    Microsoft Dynamics 365
    NetSuite
    IoT Cloud
    Slack
    MuleSoft

    Company Background

    Company Details
    Founded:1999
    Location:San Francisco, CA
    Employees:70000+
    Company History
    1999 Salesforce founded in San Francisco
    2019 Acquired ClickSoftware for Field Service
    2024 CRM giant with field service capabilities

    Source: salesforce.com

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