Salesforce Field Service Reviews & Product Details

It's the most customizable service tool for us. Any ideas we have about how to best service our customer we can implement and are not locked down to only one way of doing things. Review collected by and hosted on G2.com.

It took a while to get things setup the way we wanted. Also training staff is critical, there could be more training for the dispatcher rolls and for the service techs in the field Review collected by and hosted on G2.com.

I really like how easy it is to keep track of every job and update information in real time. It saves a lot of time and reduces confusion between teams. Everything feels more connected and clear. Review collected by and hosted on G2.com.

At first, it can feel confusing because there are so many options and tabs. It takes a little time to feel comfortable using it every day. Review collected by and hosted on G2.com.

I appreciate the better connection to data and APIs, and the seamless connectivity to external sources. The integration with the agent Force is very beneficial, and I find the visualization and agent Force features most useful. Review collected by and hosted on G2.com.

I found setting up Salesforce Field Service to be difficult because we needed to bring the data in, which seemed challenging initially. Additionally, I would like better customer support, indicating that the current support might not be as responsive or helpful as I would hope. Review collected by and hosted on G2.com.

I love how Salesforce Field Service has provided a seamless setup experience. It effectively helps our tech and field service team members complete their tasks quickly. The dashboard feature is particularly useful, making our operations more efficient. Integration with Sales Cloud and Agentforce is another aspect I appreciate. Review collected by and hosted on G2.com.

I would like to see a better UI for Salesforce Field Service. Improving the user interface could enhance the overall user experience, making it more intuitive and easier to navigate. Review collected by and hosted on G2.com.

I appreciate being able to search through the accounts of users that have been created. The platform is easy to use, and I can generate numerous tickets while also adding detailed information to each one. Review collected by and hosted on G2.com.

I encountered an error with the Salesforce integration when trying to accept consumer contacts. Review collected by and hosted on G2.com.

I appreciate how smoothly it integrates with the rest of Salesforce, especially when it comes to optimization and the dispatcher console. It has played a significant role in helping us digitalize and automate our service operations, providing greater transparency in contract management, maintenance planning, and asset management. Review collected by and hosted on G2.com.

The mobile app continues to have several areas in need of improvement, especially in scenarios where technicians are required to handle a significant number of assets within one facility. Furthermore, the timesheet management feature would benefit from being more intuitive and easier to use. Reducing errors, enabling faster synchronization, ensuring more dependable offline functionality, and supporting functional dependent picklists in screenflows would also greatly enhance the overall experience. Review collected by and hosted on G2.com.

Its real-time scheduling and dispatching are excellent — it matches the right technician to the right job efficiently. The mobile app also gives field workers everything they need on-site, improving service speed and customer satisfaction. Review collected by and hosted on G2.com.

It’s complex to configure and integrate with other Salesforce modules. Licensing and add-on costs can also get high, and the user interface isn’t always intuitive for technicians. Review collected by and hosted on G2.com.

I appreciate the automatic scheduling based on skill set and availability, which helps in assigning the right technician to the right job efficiently. I also enjoy the easy integration with external platforms, making my tasks simpler and more streamlined. Being part of the larger Salesforce ecosystem allows me to manage all my activities on a single platform, which significantly simplifies my work. Review collected by and hosted on G2.com.

Na Review collected by and hosted on G2.com.

What I appreciate most about the platform is its ability to store a variety of different documents, which I find truly impressive. Review collected by and hosted on G2.com.

The platform is really helpful the only thing it can be a bit stuffy Review collected by and hosted on G2.com.

We are new to salesforce and some of our services include field service which is good to have in our pocket when we decide to use this later down the line. Review collected by and hosted on G2.com.

We are new to salesforce and some of our services include field service. Once we do utilize this hopefully we don’t find anything we dislike using field service. Review collected by and hosted on G2.com.