Salesforce Field Service Features
What are the features of Salesforce Field Service?
Before the Job
- Calendar
- Dispatch
- Roles
- Booking
On the Job
- Employee Communication
- Client Notifications
- Field Sales
After the Job
- Reports
- Analytics
- Invoicing
- CRM Integrations
Generative AI
- AI Text Summarization
- AI Image-to-Text
Salesforce Field Service Categories on G2
Filter for Features
Before the Job
Calendar | As reported in 216 Salesforce Field Service reviews. Uses the calendar tool to determine field workers who are free for the job. | 85% (Based on 216 reviews) | |
Dispatch | Notifies field service workers of their upcoming assignments. 210 reviewers of Salesforce Field Service have provided feedback on this feature. | 86% (Based on 210 reviews) | |
Roles | Allows users to see tasks according to permissions and roles. 216 reviewers of Salesforce Field Service have provided feedback on this feature. | 86% (Based on 216 reviews) | |
Booking | Allows clients to book jobs through the desktop page or within the app. 209 reviewers of Salesforce Field Service have provided feedback on this feature. | 85% (Based on 209 reviews) |
On the Job
Employee Communication | Based on 214 Salesforce Field Service reviews. Enables communication within the app from manager to field service employee. | 84% (Based on 214 reviews) | |
Client Notifications | Based on 215 Salesforce Field Service reviews. Notifies clients, should any delays or mishaps occur. | 85% (Based on 215 reviews) | |
Field Sales | Based on 165 Salesforce Field Service reviews. Includes some ability to serve as a sales and ordering application. | 85% (Based on 165 reviews) |
After the Job
Reports | Based on 217 Salesforce Field Service reviews. Creates reports that reflect field performance either as a team or individually, to review productivity. | 86% (Based on 217 reviews) | |
Analytics | Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard. 211 reviewers of Salesforce Field Service have provided feedback on this feature. | 87% (Based on 211 reviews) | |
Invoicing | Sends invoices through the software and allows clients to pay on the spot. This feature was mentioned in 167 Salesforce Field Service reviews. | 82% (Based on 167 reviews) | |
CRM Integrations | Integrates with CRM software to monitor all aspects of the customer relationship. This feature was mentioned in 166 Salesforce Field Service reviews. | 89% (Based on 166 reviews) |
Generative AI
AI Text Summarization | Condenses long documents or text into a brief summary. This feature was mentioned in 93 Salesforce Field Service reviews. | 81% (Based on 93 reviews) | |
AI Image-to-Text | Converts images into a textual description, identifying key elements. 91 reviewers of Salesforce Field Service have provided feedback on this feature. | 76% (Based on 91 reviews) |
Agentic AI - Field Service Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
