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Salesforce Field Service Lightning Review

Salesforce Field Service Lightning
Our score: 9.4 User satisfaction: 100%

What is Salesforce Field Service Lightning?

Field Service Lightning is designed to connect your workforce and enable them to deliver intelligent and productive on-site service. It allows for faster delivery and smarter and more personalized service from the phone to the field on one platform. The field service management software helps you resolve field service calls faster, boost employee productivity in the field, automate appointment scheduling as well as manage schedulers, dispatchers, and technicians.

The software is part of the Salesforce Platform Service but is offered a standalone solution for employees and contractors. It gives you tools and capabilities to get real-time visibility into all of your operations, optimize mobile workforce allocation, and keep customers updated at every step. You’ll be able to manage your jobs in the field with an offline app for Android and iOS and supervise your contractors and other employees all on the same platform.

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Overview of Salesforce Field Service Lightning Benefits

Quickly create work orders from any case

The software lets you speedily create and manage work orders for field service operations, instantly view knowledge articles, and track SLA compliance with milestones. Your work orders are integrated with accounts, contacts, assets, cases, entitlements, and other objects so you can pull in data across Salesforce.

Optimize schedules and intelligently assign jobs

With intelligent scheduling, jobs are automatically assigned to the right resource based relevant factors such time, skills, location, and any business rules to increase employee productivity. Likewise, there are features for smart scheduling and tracking of crews, equipment, and trucks to ensure the right parts and resources are available for the job.

Apply AI to increase first-time fix rate

The solution employs Einstein Vision which allows mobile employees to use image recognition to immediately identify assets and parts in images. It makes sure that the right product part is fixed or replaced to reduce confusion and additional trips back to the office. Based on an image’s classification, you can automatically prescribe the right set up steps for technicians for faster and smarter service.

Manage jobs from any mobile device

Field Service Lightning’s mobile app brings the full power of on-site job management to your mobile workforce. You can improve first-visit resolution by equipping mobile employees with a best-in-class mobile solution that delivers job schedules, Einstein AI, inventory visibility, knowledge articles, and real-time collaboration while they’re on the go, regardless if they are connected or offline. The mobile app is customizable to the needs of your mobile workforce.

Make smarter decisions

The analytics feature of the software gives your managers and dispatchers easy, real-time visibility into operational performance and KPIs, enabling them to drill into all your data from multiple systems, address customer complaints, and stop problems in their track before they happen.

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Overview of Salesforce Field Service Lightning Features

  • Push notifications
  • Automatic real-time updates
  • Day view
  • Guided instructions
  • Centralized knowledge hub
  • Collaboration
  • Contact database
  • Service reports
  • Barcode scanner
  • Service contracts
  • Maintenance plans
  • Offline priming sync
  • Customized mobile app
  • Polygon mapping
  • Routing
  • Dispatching
  • One-click scheduling optimization
  • Crew scheduling
  • Return merchandise
  • Authorizations
  • Asset tracking & management
  • Inventory management
  • Work order management
  • Contractor management
  • Reporting & dashboards
  • Service history tracking
  • Field payment collection
  • Native Android and iOS apps

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
This award is given only to top B2B products and represents the highest possible level of service. It highlights the vendor’s extensive knowledge of the industry they’re selling to and the needs of their customers.

Salesforce Field Service Lightning Position In Our Categories

Since companies have distinct business requirements, it is only logical they abstain from deciding on an all-in-one, ideal business program. However, it would be difficult to try to stumble on such application even among recognizable software systems. The practical step to undertake can be to tabulate the varied key functions which entail inspection such as key features, budget, skill ability of staff members, organizational size, etc. Next, you should conduct your product research systematically. Go over these Salesforce Field Service Lightning evaluations and scrutinize the other software systems in your list in detail. Such detailed research ascertain you keep away from ill-fitting software solutions and select the one which provides all the benefits your business requires to realize efficiency.

Position of Salesforce Field Service Lightning in our main categories:

There are trendy and widely used applications in each software group. But are they automatically the best fit for your company’s unique needs? A popular software application may have thousands of customers, but does it offer what you need? For this reason, do not blindly shell out for popular systems. Read at least a few Salesforce Field Service Lightning Field Service Management Software - FSM reviews and think about the aspects that you desire in the software such as the cost, main tools, available integrations etc. Then, choose a few solutions that fit your wants. Check out the free trials of these apps, read online opinions, get explanations from the maker, and do your homework thoroughly. This profound research is certain to aid you find the best software solution for your firm’s specific requirements.

How Much Does Salesforce Field Service Lightning Cost?

Salesforce Field Service Lightning Pricing Plans:

Free Trial

Mobile Employees Enterprise

$150/user per month

Mobile Employees Unlimited

$300/user per month

Dispatchers Enterprise

$150/user per month

Dispatchers Unlimited

$300/user per month

Field Service Lightning Plus Enterprise

$200/user per month

Field Service Lightning Plus Unlimited

$350/user per month

Contractor

$50/user per month

Contractor Plus

$75/user per month

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What are Salesforce Field Service Lightning pricing details?

Salesforce Field Service Lightning Pricing Plans:

Free Trial

Mobile Employees Enterprise

$150/user per month

Mobile Employees Unlimited

$300/user per month

Dispatchers Enterprise

$150/user per month

Dispatchers Unlimited

$300/user per month

Field Service Lightning Plus Enterprise

$200/user per month

Field Service Lightning Plus Unlimited

$350/user per month

Contractor

$50/user per month

Contractor Plus

$75/user per month

For Managers/Employees

Mobile Employees

  • Enterprise – $150/user per month (billed annually)
  • Unlimited – $300/user per month (billed annually)

Dispatchers

  • Enterprise – $150/user per month (billed annually)
  • Unlimited – $300/user per month (billed annually)

Field Service Lightning Plus 

  • Enterprise – $200/user per month (billed annually)
  • Unlimited – $350/user per month (billed annually)

For Contractors

  • Contractor – $50/user per month (billed annually)
  • Contractor Plus – $75/user per month (billed annually)

User Satisfaction

Positive Social Media Mentions 19
Negative Social Media Mentions 0

We are aware that when you make a decision to buy a Field Service Management Software - FSM it’s vital not only to learn how professionals rank it in their reviews, but also to discover if the actual users and businesses that use it are genuinely happy with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Salesforce Field Service Lightning reviews across a broad array of social media sites. The information is then presented in a simple to digest form showing how many customers had positive and negative experience with Salesforce Field Service Lightning. With that information at hand you should be ready to make an informed buying choice that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Salesforce Field Service Lightning?

Salesforce Field Service Lightning integrates with apps, systems, and data across the Salesforce cloud ecosystem, as well as third party apps and services for accounting, email, scheduling, help desk, and customer support, among others.

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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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