Agentforce Field Service and Operations
Agentforce Field Service and Operations (formerly known as Field Service) gives you a powerful, highly customizable, mobile-friendly field service hub in Salesforce.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
Running a field service business means managing numerous moving parts. With Agentforce Field Service and Operations, you get the tools that you need to manage work orders, scheduling, and your mobile workforce. Here are some of the things you can do.
- Create records that represent your field service workers, dispatchers, and call center reps, and add details about their skills, location, and availability
- Set up multilevel service territories that represent the regions where mobile workers can provide services
- Track the location and status of your inventory, warehouses, service vehicles, and customer sites
- Schedule one-time or recurring work orders for customers, and add details about worker preferences, required skills, and parts
- Create maintenance plans and templates to standardize your field service tasks
- Generate service reports to keep customers informed about service progress
What’s Included
- Core Features
- When Agentforce Field Service and Operations is enabled, you gain access to a suite of standard objects that you can find in Setup and as tabs in Salesforce. These objects make up the core product features, including work orders and service appointments.
- Managed Package
- The Field Service managed package builds on the core features and includes:
-
- A Guided Setup tool that walks you through creating Field Service records and customizing your settings
- A dynamic scheduling console that gives dispatchers and supervisors a bird’s-eye view of all team members and scheduled appointments
- A scheduling optimizer that allocates resources to appointments in the most efficient way possible by accounting for worker skill level, travel time, location, and other factors
- Scheduling policies and triggers that help you customize your scheduling model and display preferences
- Mobile App
- The offline-friendly Field Service mobile app for iOS and Android makes work a pleasure for your mobile workers. App users can update work orders, track parts, gather customer signatures, and connect with dispatchers from their mobile devices. Download the app from the App Store or Google Play.
- Field Service APIs and Developer Resources
- Ready to get started developing with Agentforce Field Service and Operations? Check out the Field Service Developer Guide for object relationship diagrams, API reference information, and code samples.
For usage restrictions that apply to this product, see this document.
Note Field Service is now Agentforce Field Service and Operations. In some cases,
we still use Field Service to refer to this product area in Salesforce applications and
documentation.
- Learn About Field Service
Ready to get started with Agentforce Field Service and Operations (formerly Field Service)? Explore resources in and outside of Salesforce Help, review limits and limitations, and understand key concepts such as scheduling and optimization. - Set Up Field Service Basics
Build and manage the central features of Agentforce Field Service and Operations (formerly Field Service). With help from Salesforce Go, set up your workforce and service territories, set up inventory tracking, and get started with work orders and maintenance plans. - Manage Field Service Scheduling
Take control of service appointment scheduling in Agentforce Field Service and Operations (formerly Field Service). Create an optimized schedule for your team and use out-of-the-box scheduling features. - AI Solutions for Field Service
Equip your mobile workers and dispatchers with intuitive AI tools from Agentforce. - Extend Field Service
Take Agentforce Field Service and Operations (formerly Field Service) to the next level with tools like Appointment Assistant, Visual Remote Assistant, and Workforce Scheduling. - Field Service Mobile App
The Field Service mobile app for iOS and Android is an offline-first, all-in-one tool optimized for a modern mobile workforce. - Track Field Service Metrics
Explore advanced analytics tools to guide your field service decision-making. - Field Service Reference
Find information about standard objects and components used in Agentforce Field Service and Operations (formerly Field Service).
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