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About the Field Service Analytics App
Learn the benefits of Field Service Analytics before you create and use the app to help manage field service operations.
Required Editions
| Available in Salesforce Classic and Lightning Experience. |
| Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. |
| User Permissions Needed | |
|---|---|
| To use CRM Analytics templated apps: | Use CRM Analytics Templated Apps |
| To use Field Service Analytics: | Access Service Cloud Analytics Templates and Apps |
| To create and manage CRM Analytics apps: | Manage CRM Analytics Templated Apps |
Salesforce created the Field Service Analytics app to help service managers analyze customer service data their teams generate when they use Field Service. The app is bundled with the Service Analytics.
We’ve designed Field Service Analytics to give you just-in-time analytics to optimize the outcome of your field service business. Service managers get a new level of insight into their field service data that they can use to maximize the efficiency of their technical service agents.
Using the app, service managers can access insights to improve every on-site service visit. You gain visibility into mobile workforce utilization, first-time-fix rate, and travel time. Problem detection lets you optimize field technician agent productivity. Performance analysis visualizations help your team prioritize and resolve work orders faster to improve customer satisfaction. Armed with actionable analytics, your agents can deliver personalized, effective customer service.
CRM Analytics automatically creates the app for you based on your Field Service data. Select the Field Service Analytics template, click Create, and CRM Analytics does the rest. You get actionable insights fast from your field service data using the intuitive CRM Analytics interface. And you can drill deeper into key aspects of service engagements and technician performance by customizing Field Service Analytics around your business needs.
