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Salesforce Field Service

Field Service Management

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★★★★☆ 4.3 / 5 on G2 · 4.3 on Capterra (500+ G2 reviews)
4.3 / 5
G2 rating [source]
Salesforce
Built on the platform [source]
$50
From per user per month [source]
AI
Scheduling optimisation [source]

Quick facts

CategoryField service management
FoundedSalesforce product
HeadquartersSan Francisco, California
Starts atAbout $50/user/mo
Best forSalesforce enterprises
DeploymentCloud, web and mobile
Free planNo
IntegrationsSalesforce, AppExchange
G2 rating4.3 / 5
Capterra rating4.3 / 5

What is Salesforce Field Service?

Salesforce Field Service is Salesforce's field service management product, built on its platform and part of Service Cloud. It extends Salesforce's CRM and service capabilities to the field, with scheduling and dispatch, AI powered appointment optimisation, a technician mobile app, asset and inventory management, and full integration with the rest of Salesforce. For enterprises already running Salesforce that need to manage field operations connected to their customer data, it is a natural, powerful choice.

Salesforce Field Service's distinction is its native integration with the Salesforce platform. Field service runs on the same system as sales and service, so technicians, dispatchers and agents share one view of the customer, and the platform's AI, automation and ecosystem extend to the field. That integration is the main reason Salesforce customers choose it, and it comes with the platform's scope and cost.

Salesforce Field Service at a glanceSalesforce Field Service extends the Salesforce platform to the field with AI scheduling and a mobile app [Salesforce]. It holds a 4.3 out of 5 rating on G2, a powerful choice for enterprises already on Salesforce.

Who Salesforce Field Service is best for

Salesforce Field Service is best for mid market and enterprise organisations already using Salesforce that want field service management integrated with their CRM and service operations. It suits companies invested in the Salesforce platform. It is a weaker fit for small trades businesses, where Jobber or Housecall Pro are far simpler and cheaper, and for organisations not on Salesforce, where a standalone FSM tool may fit better without the platform overhead.

Key features

The core strengths are scheduling and dispatch with AI powered appointment optimisation, a capable technician mobile app that works offline, asset and inventory management, and native integration with Salesforce CRM and Service Cloud. It offers work order management, contractor management, and the platform's automation, analytics and AppExchange ecosystem. Its integration with Salesforce and AI scheduling are its defining advantages.

Salesforce Field Service pricing

Salesforce publishes some per user pricing alongside quotes. Field service user types are priced per user per month, with a Contractor tier lower and Dispatcher and Technician tiers around 165 US dollars, and entry options from around 50 US dollars, billed annually, on top of Salesforce platform costs. Because it builds on Salesforce, total cost includes the underlying platform and can be significant. Confirm current figures on the Salesforce Field Service pricing page.

Integrations and ecosystem

Salesforce Field Service integrates natively with the entire Salesforce platform, Sales Cloud, Service Cloud and more, and the AppExchange marketplace of thousands of apps. Its deep platform integration is its core value, connecting field work to the customer record and the rest of the business, which is why Salesforce customers choose it.

Salesforce Field Service AI

Salesforce Field Service uses AI for appointment scheduling and optimisation, routing technicians efficiently, and, with Einstein and Agentforce, assisting dispatchers and technicians and automating tasks. Its AI builds on Salesforce's broader platform capabilities, extending intelligent automation to field operations.

Ease of use and support

Salesforce Field Service is powerful but, like the platform, benefits from configuration and admin expertise, so it suits organisations with Salesforce capability. It offers Salesforce's support, training and partner ecosystem. Its G2 reviews praise the integration and scheduling, with platform complexity and cost the main considerations.

Is Salesforce Field Service worth it?

For a mid market or enterprise organisation already on Salesforce that wants field service integrated with its CRM and service operations, Salesforce Field Service is a powerful, natural choice worth the investment. The main cautions are platform complexity and cost, so small trades businesses are far better served by Jobber or Housecall Pro, and organisations not on Salesforce may prefer a standalone FSM platform.

Pricing

Contractor

Quote
per user / month
  • Lower cost user type
  • Field access
  • Mobile app

Technician / Dispatcher

$165
per user / month
  • Scheduling and dispatch
  • AI optimisation
  • Asset management

Enterprise

Quote
custom
  • Full platform
  • Einstein and Agentforce AI
  • AppExchange

Pros and cons

Pros

  • Native Salesforce integration
  • AI appointment scheduling
  • Capable offline mobile app
  • Asset and inventory management
  • Platform ecosystem and AppExchange

Cons

  • Builds on Salesforce cost
  • Platform complexity
  • Overkill for small trades
  • Needs Salesforce expertise

Salesforce Field Service alternatives

These field service management tools come up most often against Salesforce Field Service.

Salesforce Field Service FAQ

What is Salesforce Field Service used for?
Salesforce Field Service is used to manage field operations integrated with Salesforce CRM: scheduling and dispatching technicians with AI optimisation, a mobile app, asset and inventory management, and work orders, for enterprises on Salesforce.
How much does Salesforce Field Service cost?
Salesforce Field Service is priced per user per month, with a Contractor tier lower, Dispatcher and Technician tiers around 165 US dollars, and entry options from around 50, on top of Salesforce platform costs. See the pricing page.
Is Salesforce Field Service good for small businesses?
Generally no. It is built for mid market and enterprise organisations on Salesforce and carries platform complexity and cost. Small trades businesses are far better served by Jobber or Housecall Pro.
Does Salesforce Field Service integrate with Salesforce CRM?
Yes, natively. It is built on the Salesforce platform and part of Service Cloud, so field service shares one customer view with sales and service, which is its main advantage for Salesforce customers.
Salesforce Field Service vs ServiceTitan, which is better?
Salesforce Field Service suits enterprises on Salesforce wanting integration across the business, while ServiceTitan is purpose built for the trades. Salesforce customers and asset heavy enterprises may prefer Salesforce; trades businesses prefer ServiceTitan.
Does Salesforce Field Service have AI?
Yes. It uses AI for appointment scheduling and optimisation and, with Einstein and Agentforce, assists dispatchers and technicians and automates tasks, extending Salesforce's AI to field operations.

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