Salesforce Field Service Pros and Cons

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.

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.

O Salesforce Field Service é uma solução incrível para gestão de equipes sua capacidade de planejamento inteligente, permite aos gestores alocar sua equipe rapidamente com base na disponibilidade e habilidades específicas. A interface é intuitiva e é muito fácil para todos acessarem todas as informações do trabalho em um único lugar, mesmo usando dispositivos móveis. A integração com o Salesforce CRM também torna o fluxo de dados muito eficiente, melhorando a qualidade do atendimento ao cliente. Review collected by and hosted on G2.com.

A algumas funcionalidades mais avançadas podem exigir uma curva de aprendizagem significativa e envolvem bastante customização, o que nem sempre é viável sem um consultor especializado, e nem todas as empresas contam com profissionais preparados para issom o que muita vezes faz as empresas terem uma pessima impressão sobre o sistema sendo que na verdade o problema é o profissional que contrataram 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.

I worked on a project providing service and maintenance for surgical tables across the US, using Salesforce Field Service (FSL). The platform's Dispatcher Console allowed us to manage complex scheduling and routing across different locations efficiently. Customizing FSL objects enabled us to track detailed service history and part replacements for surgical tables. Automated workflows ensured work orders moved smoothly from creation to completion, complying with healthcare regulations. FSL’s mobile app allowed field technicians to access real-time data and update work. Integration with SAP helped manage parts availability and billing, reducing downtime. This seamless integration improved service delivery and equipment uptime. Overall, Salesforce Field Service enabled us to deliver efficient and compliant healthcare equipment maintenance. Review collected by and hosted on G2.com.

I was not too fond of some limitations on implementing Map Polygons and Field Service mobile app, it added some challenges for me. Review collected by and hosted on G2.com.

Salesforce is a platform at helps to keep all your projects organized. Each organization has a different structured Salesforce, which I find amazing. Salesforce can be tailored to fit your business' needs. You are able to keep track or ongoing projects and update them accordingly. I've used Salesforce for two different companies and both make it so useful and a great CRM tool for sales, customer service and viewing overall production. Review collected by and hosted on G2.com.

As mentioned Salesforce is a great CRM tool for mostly sales or seeing projects through. At first glance you may be all over the place as each field is able to take you somewhere new. Therefore, it isn't a simple tool but it is a tool you can learn to us. Review collected by and hosted on G2.com.

Salesforce Field Service (SFS) is a powerful tool that enhances field operations. Here’s what stands out:

1. **Real-Time Visibility and Scheduling**: One of the best features is its dynamic scheduling and optimization engine. It allows for real-time visibility into technician schedules, ensuring the right person is dispatched at the right time.

2. **Mobile-First Design**: The mobile app empowers field workers to access job details, update work orders, and capture signatures or photos on-site, which boosts productivity and reduces paperwork. Review collected by and hosted on G2.com.

While Salesforce Field Service (SFS) is powerful, there are a few areas where it could be improved:

1. **Complex Setup and Configuration**: The initial setup can be quite complex, especially for businesses without in-house expertise. Customizing work rules, objectives, and scheduling policies often requires significant effort.

2. **Licensing Costs**: The licensing and add-on costs can be high, especially for smaller businesses or those with a large number of field technicians. Review collected by and hosted on G2.com.