Salesforce Field Service 4+

salesforce.com

    • 4.6 • 1.6K Ratings
    • Free

Screenshots

Description

The Field Service mobile app by Salesforce is a brand new way to bring the full power of Field Service management to your mobile workforce. Improve first visit resolution by arming employees with this best-in-class mobile solution. Built to be offline first, Field Service presents information in a clean and easy-to-use user interface and arms your workforce with the latest information with in-app notifications.

Backed by the Salesforce1 platform, this application lets you customize and extend the app to empower your mobile employees with whatever they need to easily resolve issues in the field.

Note: This application requires your Salesforce org to have Field Service. Individual users must be provisioned with Field Service Technician licenses to use this application. Please contact your Salesforce Account Executive for more information on purchasing Field Service and user licenses.

Features:
- Easy-to-use thanks to an optimized, clear, and beautiful user interface to view service appointments, work orders, inventory, service history and other important information from anywhere.
- Mapping, navigation, and geolocation capabilities let you know where you are, where you’ve been, and where you’re headed next.
- Offline-first design with intelligent data priming and offline actions to let you finish work regardless of network connectivity.
- Collaborate in real-time with dispatchers, agents, managers, and other technicians or mobile employees using messages and photos through Chatter.
- Access relevant Knowledge Articles to help you finish tricky tasks.
- Stay informed with the most up-to-date information with automatic push notifications to relevant users.
- Easily obtain proof of service using your touch screen to capture customer signatures.
- Quickly generate and send Service Reports to your customers after completing jobs.
- Seamlessly manage your Van Stock inventory or record product transactions using a Price Book.
- Plan ahead by viewing the parts required to complete a job, and easily record the products consumed after completing a job.
- Extend and customize this application using configurable layouts to reorganize information, and list views to control user schedules. Custom tailored quick actions, Salesforce Flows, and deep-links to other apps allow users to tackle any case.
- Declare your time off by recording it in the application
- Scan barcodes and QR codes directly from the app
- Intuitively visualize the different steps required to finish complex jobs with work order line items
- Quickly get up to speed by viewing asset service history information.

What’s New

Version 252.1.8

Meet Salesforce Field Service 252

* Pause notifications, data syncs, and location sharing with Standby mode.
* Find records with a simple search view that has filtering and sorting capabilities.
* Distinguish completed and scheduled appointments with color-coded map pins.
* Launch Data Capture forms from the Forms tab (Beta).
* Minor fixes and improvements.

Ratings and Reviews

4.6 out of 5
1.6K Ratings

1.6K Ratings

Mindsinger ,

Better so far

After the first day of useless seems to be an improvement on the old virgin system visits including first visits are slicker and quicker to to do the barcode captures are better.
Up to now I haven’t been able to find a way to record the times for scheduled visits that I make. Up-to-date that’s the only major fault I found

Mrwideboy ,

Poor Callander and doesn’t sync with outlook

The Callender isn’t great as it doesn’t give the month of the visit and I would also like it to sync with outlook so appointment and also visible in the office outlook Callander as well, surly this is possible?

It also had random sync problems and doesn’t upload the report even if you clear the meta data.

The app has potential to be great but the little things cause frustration and often take a while to resolve it.

H.E. HEG ,

Dark mode not so good

I like to use my phone in dark mode all day .
It is a strange thing but all the text in this app turns to purple in dark mode and one can hardly see it . Something to look into for the developers. Also it needs a way of imputing data in a spreadsheet like format for table like data setts.

App Privacy

The developer, salesforce.com, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Location
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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