Field Service Lightning

Leverage a powerful and flexible platform from the company that reinvented Customer Relationship Management (CRM), to connect your workforce and customers, and gain a 360-degree view of your service organization.

A New Level of Onsite Service

With Field Service Lightning, mobile employees are always connected. Full visibility of the schedule—jobs details, required parts and even navigation to the service location—are all easily accessible. Mobile employees can update their progress, scan used or replaced parts, and even interact with customers—collecting signatures, and instantly sharing job completion reports.

Encourage collaboration and knowledge sharing, by granting employees access to extensive knowledge bases from their mobile devices, and enabling contact with other field employees, when assistance is needed.

Being out in the field means connectivity is sometimes lost, but with Field Service Lightning this is not a cause for concern—all functionality will continue to work, and the information will update in the background, once communication is restored.

With Field Service Lightning, mobile employees are always connected. Full visibility of the schedule—jobs details, required parts and even navigation to the service location—are all easily accessible. Mobile employees can update their progress, scan used or replaced parts, and even interact with customers—collecting signatures, and instantly sharing job completion reports.

Encourage collaboration and knowledge sharing, by granting employees access to extensive knowledge bases from their mobile devices, and enabling contact with other field employees, when assistance is needed.

Being out in the field means connectivity is sometimes lost, but with Field Service Lightning this is not a cause for concern—all functionality will continue to work, and the information will update in the background, once communication is restored.

Something for Everyone

Bring your entire workforce together on a single platform, streamlining procedures, and improving communication. Utilizing Salesforce’s rich and powerful platform, Field Service Lightning provides each stakeholder with the right information, at the right time, to boost productivity.

Field Service Lightning’s benefits are not limited to mobile employees, and additional business users will find value in it; support agents, dispatchers and managers all have access to relevant sections, and even customers can perform certain self-service tasks. Using their Field Service Lightning console, dispatchers have real-time oversight of the operation, and can review the daily progress, or coordinate special efforts, as needed. Dispatchers can also collaborate with employees, and provide guidance or assistance from their desk, or in the field. Managers of all levels have access to business KPI metrics—employee and customer related—to ensure the business executes smoothly and effectively.

Support agents can keep in touch with customers, follow up on their service requests and milestones from a single place, and book additional services from within the work order. Self-service is also available, and customers can follow up on the progress of their requests, see information regarding pending and completed visits, and book new appointments themselves.

Bring your entire workforce together on a single platform, streamlining procedures, and improving communication. Utilizing Salesforce’s rich and powerful platform, Field Service Lightning provides each stakeholder with the right information, at the right time, to boost productivity.

Field Service Lightning’s benefits are not limited to mobile employees, and additional business users will find value in it; support agents, dispatchers and managers all have access to relevant sections, and even customers can perform certain self-service tasks. Using their Field Service Lightning console, dispatchers have real-time oversight of the operation, and can review the daily progress, or coordinate special efforts, as needed. Dispatchers can also collaborate with employees, and provide guidance or assistance from their desk, or in the field. Managers of all levels have access to business KPI metrics—employee and customer related—to ensure the business executes smoothly and effectively.

Support agents can keep in touch with customers, follow up on their service requests and milestones from a single place, and book additional services from within the work order. Self-service is also available, and customers can follow up on the progress of their requests, see information regarding pending and completed visits, and book new appointments themselves.

Synergy of Commonplace and Unique Business Needs

While Field Service Lightning leverages years of customer and workforce management experience into easy-to-use, predefined processes, it also provides ample opportunities for custom-tailoring. With over 300 components and 500 apps, which can be quickly installed and configured, it has never been easier to address your unique business needs.

Swiftly create and deploy new apps, using standard and custom objects, reusing code across multiple components. Take advantage of Salesforce’s rich and robust platform, and incorporate custom-built apps, without breaking existing customizations, to enhance functionality, and maximize ROI.

With Salesforce’s trusted and reliable security, you can rest assured that your business and operational data is safeguarded, and that no user group can access information or services without appropriate permission.

While Field Service Lightning leverages years of customer and workforce management experience into easy-to-use, predefined processes, it also provides ample opportunities for custom-tailoring. With over 300 components and 500 apps, which can be quickly installed and configured, it has never been easier to address your unique business needs.

Swiftly create and deploy new apps, using standard and custom objects, reusing code across multiple components. Take advantage of Salesforce’s rich and robust platform, and incorporate custom-built apps, without breaking existing customizations, to enhance functionality, and maximize ROI.

With Salesforce’s trusted and reliable security, you can rest assured that your business and operational data is safeguarded, and that no user group can access information or services without appropriate permission.

Artificial Intelligence at Your Service

Harness the power of artificial intelligence, with the innovative Einstein Vision for Field Service, to boost efficiency, improve customer satisfaction, and increase revenues. Take image recognition to the field, and leverage pre-trained image classifiers, or your own, and let Einstein Vision accurately identify parts and serial numbers, freeing your field employee to retrieve and install the right part, or engage with the customer.

Improve first-time fix rates, and control costs, with smart Equipment and Inventory Management. Know at all time which field employees are out, and what equipment they have at hand. Intelligent scheduling automation will consider available stock when assigning work to field employees, to minimize repeat visits. Inventory information is also made available to managers and dispatchers, allowing them to easily identify the closest technicians with required parts, in case an urgent customer visit is required.

Harness the power of artificial intelligence, with the innovative Einstein Vision for Field Service, to boost efficiency, improve customer satisfaction, and increase revenues. Take image recognition to the field, and leverage pre-trained image classifiers, or your own, and let Einstein Vision accurately identify parts and serial numbers, freeing your field employee to retrieve and install the right part, or engage with the customer.

Improve first-time fix rates, and control costs, with smart Equipment and Inventory Management. Know at all time which field employees are out, and what equipment they have at hand. Intelligent scheduling automation will consider available stock when assigning work to field employees, to minimize repeat visits. Inventory information is also made available to managers and dispatchers, allowing them to easily identify the closest technicians with required parts, in case an urgent customer visit is required.

Harness the power of the world's most powerful customer service platform