Agents, dispatchers, mobile employees, and managers deserve a complete view of the customer, full context into cases, and access to all the information needed to help the customer anytime, anywhere and from any device. From intelligently scheduling employees, to assigning work, to gaining complete visibility into service operations, Salesforce Field Service Lightning helps you deliver better service to customers anywhere.
Salesforce Field Service Lightning has a powerful, highly customizable set of features that you can use to set up a mobile-friendly field service hub in Salesforce. Running a field service business means managing numerous moving parts. With Salesforce Field Service Lightning, you get the tools that you need to manage work orders, scheduling, and your mobile workforce. It allows you to:
- Create records that represent your field service technicians, dispatchers, and agents, and add details about their skills, location, and availability
- Set up multilevel service territories that represent the regions where your technicians can work
- 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 technician preference and 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
Benefits of Salesforce Field Service Lightning
Salesforce Field Service Lightning License Types
For Mobile Employees
Salesforce Field Service Lightning is designed to support any and all field service roles including field service techs, delivery professionals, home health nurses, retail associates, financial advisors, insurance agents, and others.
Enterprise $150 per user per month (billed annually)
Unlimited $300 per user per month (billed annually)
For Dispatchers
Salesforce Field Service Lightning allows you to assign the right field employees to the right jobs at the right time from a single, purpose-built dashboard
Enterprise $150 per user per month (billed annually)
Unlimited $300 per user per month (billed annually)
Field Service Lightning Plus
Salesforce Field Service Lightning Plus combines both Mobile Employee and Dispatcher along with Service Cloud and Sales Cloud.
Enterprise $200 per user per month (billed annually)
Unlimited $350 per user per month (billed annually)
For Contractors
You can boost the productivity of your external, third-party, and independent mobile employees.
Contractor $50 per user per month (billed annually)
Contractor Plus $75 per user per month (billed annually)