Skip to main content
TrustRadius
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.

Read more

Learn from top reviewers

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

Return to navigation

Pricing

View all pricing

Contractor

$50

Cloud
per month (billed annually) per user

Contractor Plus

$75

Cloud
per month (billed annually) per user

Dispatcher

$165

Cloud
per month (billed annually) 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)

  • $600 per year per user
Return to navigation

Product Details

What is Salesforce Field Service?

A 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 an 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 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 $600.

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

Reviewers rate Support Rating highest, with a score of 7.1.

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

Comparisons

View all alternatives
Return to navigation

Reviews From Top Reviewers

Companies can't remove reviews or game the system. Here's why
(1-2 of 2)

Scheduling for Todays Mobile Workforce

Rating: 9 out of 10
July 08, 2015
GP
Vetted Review
Salesforce Field Service
3 years of experience

We (Diabsolut) are a preferred partner and implementer of the full suite of ClickSoftware products with offices in Canada, United States, and India.

We have implemented ClickSoftware's Mobile Workforce Management software at several of our clients and have successfully deployed it, and many other ClickSoftware products to other clients over an ever expanding array of sectors for several years.

The Mobility solutions offered by ClickSoftware are very robust and extremely configurable, enabling adopters of the software to get everything they need and almost everything they want out of a mobile workforce management system today. Clicksoftware is always updating their software with bug fixes and enhancements making for a highly evolved offering that can adapt to meet your organizations needs as your business changes and grows. ClickSoftware offers a Windows based "thick" client that is perfect for Field resources utilizing a laptop, while ClickMobile Touch allows for organizations that have gone truly mobile to utilize a robust mobile workforce management system through an HTML5 webpage or native app on a smartphone.

ClickMobile allows organizations communicate with field resources in real-time. This allows for updates to and from the field resources, enabling the business to react in those critical moments when customer service is tested.

  • ClickMobile allows for real-time updates from the field. The devices don't need to be within the organizations domain to communicate with the back-end database. This makes updating work order information much less cumbersome since VPN connections are not necessary for mobile field workers
  • Store-and-forward capability of the Mobile applications allow users to make updates to a work order even when they don't have an internet/data connection. They can make their changes and rest assured that they will be recorded to the organizations database when internet connection is restored.
  • ClickMobile Touch makes the BYOD a reality as the application is device agnostic and will run on any browser that supports HTML5.
Cons
  • At times updates from may take a while to come back to the main database. This is generallly because of a loss of internet connectivity due to poor data coverage from cell towers or Wi-Fi networks.
  • Organizational IT policies of network architecture/DMZ/Firewalls may add to the challenges of deploying ClickMobile outside of the organization domain, thus allowing field resources the ability to access relevant work order data without connecting the company network via VPN. This can usually be overcome with quality solution design and implementation.

ClickMobile can be implemented in virtually any organization that has a need for a Mobile Workforce Management system. The only real limitations or concerns will be with the backend hardware architecture. Sectors that have really seen the best utilization of the software are ones that have a dynamic service schedule and need to be extremely flexible with their customers service needs. In a day where customer service is so important to an organizations ability to remain the market leader it is extremely important for an organization to consider implementing a mobile solution. For organizations that already have a mobile management solution in place it is critical that they continuously reevaluate the system in order to remain competitive in their market and drive down operational costs.

Change can be difficult for many organizations and the buy-in from the Field resources, who will ultimately be utilizing the mobile solution on a daily basis, will be critical when implementing something like ClickMobile. If the field resources are not able to accept a change to process then Change Management needs to take place during the implementation. It is generally a good rule to begin Change Management at the beginning of any large project, such as one where a mobile solution is being introduced.

  • Generally, when customers adopt ClickMobile along with a solid Change Management approach and strong business analysis to streamline processes they can experience a more efficient workforce within the first two weeks of going live with the product. Based on your organizations needs the ROI can be realized in as little as 3 months of implementation.
  • Changing processes is bound to bring out the nay-sayers in the organization. This can result in making some of the best field resources in the organization unhappy and that may bring down productivity. For this reason it is extremely important to really take the Field resources opinions on the matter into consideration.
  • Time-to-service, as a KPI generally increases when a product like ClickMobile is introduced to an organization. When coupled with a strong scheduling program like ClickSchedule the realized customer satisfaction and efficiency of the scheduling department and Field workforce is exponential.
  • Mobile solutions like ClickMobile give organizations an new, highly detailed way of scheduling emergency and high-priority work to the Field in a fraction of the time that most organizations do today.
  • TOA,ServiceMax
ClickSoftware has been the leader in the Garner Magic Quadrant for Field Service Management for 4 years. This designation by Gartner has identified ClickSoftware's product and service as both innovative and most able to execute. ClickSoftware have brought new technologies to the Mobile Workforce and helped many companies around the world become more efficient and proactive, instead of remaining reactive, to their customer's service and scheduling needs.
As of right now there is not a alternative that seems to offer all of the functionality with a vision of what is needed in the future. It is my belief that ClickSoftware will remain a leader in Mobile Workforce Management for a long time.
Overall the training was quite informative but did lack detail in some areas. It had all of the necessary content for an experience product user but didn't offer enough information for a new user to complete the training and then feel comfortable in real-world situations running or managing the software. I would recommend this course for anyone with at least 1 year of full-time exposure to the ClickSchedule product.

Worth the overall investment

Rating: 10 out of 10
July 15, 2024
Vetted Review
Verified User
Salesforce Field Service
13 years of experience
We use Salesforce Field Service entirely for our salesteam for quoting, prospecting, tracking, reports, service inventory and connection to our ERP.

Primarily, our salesteam uses this for tracking all of the details during prospecting, such as adding notes to each record for follow up calls, tracking of upcoming events, meetings, quotes and deal size. We have also recently connected a quoting module that allows them to do everything from within Salesforce Field Service, which most importantly the quotes then stay within Salesforce Field Service so management and admin can go directly to them anytime they need to.
  • Tracking of all service calls
  • Tracking of all equipment related to service calls
  • Tracking of any lease renewals on equpiment that is being tracked
  • easy access to service calls and details from anywhere
  • device agnostic
Cons
  • easier integration with back end tools
  • easier ways to get information out
  • not having to use exporter tool
This is the most popular tool that has stood the test of time and has the most flexibility with other products and APIs. Other products we used in the past were not as up to date and not as reliable. Also, the API connections are almost endless. The 800lb gorilla does have these advantages.
  • tracking
  • reporting
  • API integrations
  • higher productivity
  • much more detail in events
  • more participation from staff as its easier to use
  • easier to access
ideally quicker repsonse times but not too bad
Return to navigation