Salesforce Field Service Reviews & Product Details - Page 2

Salesforce have stream lined standardised our approach to Service within our business. It is allowing us to improve business process through a standardised platform. Salesforce enables our business with functionalities we did not have before and to maximise the utilisation of our Field Service resource through automation. Reducing the risk to our business. Review collected by and hosted on G2.com.

What is best practice for user experience? The integration with our business has made aligning across all countries on the model and requirements more difficult. Ultimately it gives us standardisation and scalability. However this means there is a large amount of Change management. Review collected by and hosted on G2.com.

What I like best about Salesforce Field Service is its ability to seamlessly coordinate field operations. The real-time scheduling and dispatching features ensure that the right technician is assigned to the right job, maximizing efficiency. The mobile app is a game-changer, giving field agents access to all the necessary information, like customer details and service history, even when offline. It also offers comprehensive tracking of work orders, inventory, and assets, ensuring smooth service delivery and quick resolution of issues. This level of automation greatly enhances productivity and customer satisfaction. Review collected by and hosted on G2.com.

One thing I dislike about Salesforce Field Service is the complexity of its setup and customization. Implementing the platform can require significant time and expertise, especially when configuring advanced features like scheduling rules, work order management, and mobile app settings. Additionally, while it's highly customizable, maintaining and updating these customizations can become costly and time-consuming. The mobile app, although powerful, sometimes has performance issues when dealing with large amounts of data or offline syncing, which can hinder field agents' efficiency. Review collected by and hosted on G2.com.

The opening for integration of the system with private and internal systems through APIs allows satisfaction in handling all the issues the user needs on a single screen. I have currently become a Salesforce Developer in the system implementation at my company, and the agility in this case has become noticeable. In terms of customer support, having the integration of differentiated services, which can come from various tools, is especially important when it comes to customer service, particularly regarding the frequency of use and ease of use of the various tools. Review collected by and hosted on G2.com.

The layout should improve especially if the focus is also to make it more attractive for the user. Review collected by and hosted on G2.com.

What I like most about the Salesforce field service is the setting up of it , even using the app exchange and the inbuilt systems.

And also the cusmisable capacity of the system and the built in machine ,which enable the admin or developer to set up each and every requirements,and the using of the system is also an important thing we can setup every thing very easily,and also the provided inbuilt features supports the developers Review collected by and hosted on G2.com.

I found that somethings are not there ,like creating recurring absence from mobile app Review collected by and hosted on G2.com.

Its too Easy to Install and Setup Field Service Lightning Package to create Skill, Work Type, Service Resource, Service Agent and Dispatcher Console User to Schedule Service Appointment. Easy Scheduling Service Appointment to Service Resource using Field Service Tab. Review collected by and hosted on G2.com.

Directly we cannot use LWC in Dispatcher Console UI to use in Custom Action, there is Limitation we can use only Apex or Visualforce Page to Create Custom Action. Review collected by and hosted on G2.com.

Field service exhibits many of the similar qualities of sales cloud. With nearly infinite configuration possibilities, you can configure it for your specific workflows and needs. All while being contained entirely within offline capabilities. Review collected by and hosted on G2.com.

One of the downsides of moving into field service lightning is the amount of time it took us to configure all of our specific workflows for the technicians and the reporting we wanted to get out of it. In the long term it's absolutely worth it but it is a detractor to recommending it to smaller companies. Review collected by and hosted on G2.com.

I like there are often opportunities to update your system for impactful customer service experiences. Review collected by and hosted on G2.com.

You must stay up to date on progress! Salesforce grows at a fast pace. In order to be the best Administrator, you must also maintain your skillset and knowledge. This isn't a dislike as much as an opportunity. Review collected by and hosted on G2.com.

It is user friendly and keeps all my records in order. I love how it has integrations with different softwares such as dialpad and calendly. Powerdialer with dialpad is one of my personal favorites. Review collected by and hosted on G2.com.

Sometimes the integrations don't work properly. They still have a few bugs with dial pad specially. In my field it is annoying.given that I handle a lot of calls and I find myself erasing cookies all the time in order to use Salesforce properly Review collected by and hosted on G2.com.

It is a perfect application for field technicians. We don't have to worry about support or development and also, now you can do LWC for Field Service and we've been able to customize a lot of things. It's perfect. Review collected by and hosted on G2.com.

System limitations that still don't let you put in any type of Flow. Review collected by and hosted on G2.com.

- Easy to configure for the team

- Offline Accessibility on the mobile app for technicians

- Easy to use

- Bulk Service Appointment scheduling and dispatch

- Auto Dispatch and scheduling

- Service Report generation and auto-email to customer

- Seamless Technician Journey

- Effective Dispatcher Journey Review collected by and hosted on G2.com.

- The mobile app can be enhanced to prevent crashing

- Mobile app issues impact the overall app functionality sometimes even when data is properly synced Review collected by and hosted on G2.com.