Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Agentforce Field Service and Operations
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Track Metrics with Field Service Operations

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Field Service and Operations

            Track Metrics with Field Service Operations

            Track and monitor the health of your field service workforce, assets, processes, and customers with personalized KPIs and actionable insights, all surfaced in Field Service Intelligence dashboards.

            Required Editions

            Available in: Agentforce for Field Service add on or Agentforce 1 Edition.
            To customize dashboards in Unlimited Edition, contact your Salesforce Account Executive to purchase Tableau +.
            Permission Sets Needed
            To manage Data 360: Data Cloud Admin permission set
            To install Field Service Intelligence: Tableau Next Admin
            To use Field Service Intelligence: Tableau Next Limited Consumer
            Note
            Note Field Service Intelligence is available to Field Service and Data 360 users only. To use Field Service Intelligence, your org must have the Field Service Intelligence add-on license. To set up Data 360, see Set Up and Maintain Data 360.
            • Set Up Field Service Operations
              Use the Field Service Operations Setup page to walk through the prerequisites, and then install Field Service Operations.
            • Field Service Intelligence Dashboards
              Field Service Operations features Field Service Intelligence dashboards that display key operational metrics and provide data-driven visuals.
            • Operations Home
              Field Service Operations Home enhances the efficiency and effectiveness of your field service teams by providing real-time insights and quick access to essential tools and apps.
             
            Loading
            Salesforce Help | Article