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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.

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.

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 distinctive business demands, it is wise that they avoid deciding on an all-encompassing, ideal software system. Be that as it may, it is almost impossible to pinpoint such a software product even among widely used software systems. The practical thing to do is to tabulate the various important aspects that merit careful thought like essential features, price terms, skill competence of the users, organizational size, etc. Next, you must double down on your research through and through. Read some Salesforce Field Service Lightning reviews and explore the other software programs in your shortlist in detail. Such all-encompassing product investigation makes sure you drop unfit applications and pay for the one which has all the tools your company requires to be successful.

Position of Salesforce Field Service Lightning in our main categories:

Salesforce Field Service Lightning is also listed in the following subcategories:

There are trendy and widely used solutions in each software group. But are they necessarily the best fit for your company’s specific wants? A popular software solution may have thousands of users, but does it present 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 consider the factors that you wish to have in the software such as the fees, main features, available integrations etc. Then, select a few systems that fit your needs. Check out the free trials of these apps, read online reviews, get information from the maker, and do your research thoroughly. This exhaustive research is certain to help you choose the best software platform for your firm’s special 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

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 realize that when you make a decision to buy Field Service Management Software - FSM it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Salesforce Field Service Lightning reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Salesforce Field Service Lightning. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

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

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Salesforce Field Service Lightning Comparisons

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)

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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Reviewed By Jenny Chang
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