684 Salesforce Field Service Reviews
Salesforce Field Service is excellent for managing field teams and resources. I really appreciate how easily I can view technicians' schedules and assign tasks efficiently. The integration with the rest of Salesforce (like Sales Cloud and Service Cloud) is very helpful, as it centralizes all customer and task information in one place, making it easier to manage and track work orders. The interface is user-friendly, and customer support is accessible, which helps a lot during implementation. Review collected by and hosted on G2.com.
Despite its advantages, Salesforce Field Service has a steep learning curve for new users, which can be challenging for smaller companies with limited technical support. Some advanced features require in-depth system knowledge, which can extend training time for users to fully utilize the platform. Additionally, the frequency of updates and configuration adjustments can be a bit Review collected by and hosted on G2.com.
The functionality within Field Service is great - but very vast. There are many, many ways to peel a potato though, so without the right implementation partner and time investment from SMEs in the business, you can build yourself into a corner of that is expensive to get out of.
It took us 3 different partners to learn this, but now that we are further along, the tool is absolutely great. We are in construction and are not the "target market" for Field Service, so it took some effort to take the OOB functionality and apply it to what our business does. The future roadmap is now very exciting with Field Service. Review collected by and hosted on G2.com.
You won't find a lot of material from Trailblazer DX or Dreamforce around Field Service. To me, it feels like SF purchased Click, re branded, then moved on to Data Cloud and AI and forgot about the customers who bought Field Service. Expanding the platform and end users learning more about the product is difficult so I feel dependent on implementation partners.
You are also charged for everything. You want mobile users? That's an extra license. Your mobile workers operate in crews but only 1 person logs in? Well, everyone needs a license to be on that crew. You want to track the equipment you are putting in your trucks? Guess what? The equipment need licenses too! Review collected by and hosted on G2.com.
works both online and offline, gives field service techs all the information they need when out in the customer home. Gives us ability to update in real time. Review collected by and hosted on G2.com.
Low connectivity performance. when techs in the field have one or 2 bars it takes a long time to progress through screens Review collected by and hosted on G2.com.
Ease of use both for front-end desktop users but also for field workers using mobile devices. Drag and drop scheduling is a game changer. Review collected by and hosted on G2.com.
Getting full buy-in from workers in an industry (construction) known for paper processes (if that!) and being resistent to change. Review collected by and hosted on G2.com.
- Data from other modules (CRM, Case Management, Knowledge Base) fully integrated on the same platform
- Take the system configuration mobile and even offline with little additional work required
- No need for time consuming integration and monitoring between backend system and mobile app
- Upskill for free with the Salesforce eLearning platform Trailhead Review collected by and hosted on G2.com.
- Separate app and settings from the Salesforce 'main app'
- 'Guided setup' experience with service specific menus is confusing when already used to navigating through the setup options manually from other Salesforce projects Review collected by and hosted on G2.com.
The customization settings within Salesforce Field Service is unrivaled for large organizations. Setting up territories, service resources, and updating service appointments on the fly helps our schedulers tremendously! Our team uses this product daily and it saves us precious time considering prior products and workflows. We will continue to customize and implement this tool for more and more teams in the future! Review collected by and hosted on G2.com.
It is sometimes difficult getting Salesforce Customer Service up to speed on our customizations when needing assistance integrating solutions across our org. Review collected by and hosted on G2.com.
Salesforce Field Service is an incredible solution for team management. Its intelligent planning capability allows managers to quickly allocate their team based on availability and specific skills. The interface is intuitive and it is very easy for everyone to access all job information in one place, even using mobile devices. The integration with Salesforce CRM also makes the data flow very efficient, improving the quality of customer service. Review collected by and hosted on G2.com.
Some more advanced features may require a significant learning curve and involve a lot of customization, which is not always feasible without a specialized consultant, and not all companies have professionals prepared for this, which often leads companies to have a poor impression of the system when in fact the problem is the professional they hired. Review collected by and hosted on G2.com.
It’s a one stop shop for field workers who are working appointments and conducting services to customers!! Review collected by and hosted on G2.com.
Haven’t ran across any downside! I don’t know the cost, but it may be expensive as all things Salesforce usually are! Review collected by and hosted on G2.com.
Salesforce field service ensures to have designated areas specific console to handle business requirement.It handles the end to end credability to make standard features into customizable with the data privacy and easy to implement with the adhernece with the dispatch , routing to field techniciand and the sustainable process to explicit the events in the process of service request creation and scheduling appointment and ened to end cutomer support over all its high frequently used one the app to fullfill and integrate with the applications Review collected by and hosted on G2.com.
License cost for the users is actually to high in terms of getting and baring license cost for minimal users because , in which the user might have adequate access and not required.Rather than that , its a great a application to fullfill any work with. Review collected by and hosted on G2.com.
