New Salesforce Field Service Innovations Bring the Power of AI to the Mobile Workforce

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- New AI innovations automatically schedule appointments, predict job duration and necessary equipment, provide detailed briefings before arrival at the jobsite, and reduce time spent on invoicing and paperwork so mobile workers can focus on completing jobs fast and driving revenue
- Data Cloud gives companies a real-time view of asset condition, maintenance, and repair history, so they can proactively schedule services and keep equipment working with minimal downtime
- Customers including AAA – The Auto Club Group, Pella, and Ryder System, Inc. use Salesforce Field Service to drive operational efficiencies, generate revenue, and deliver fast service to customers
- Respond faster with AI-powered Self-Service
- Appointment Assistant is now available across multiple Salesforce products like Einstein Bots, and all messaging channels, including SMS, online chat and Apple Messages for Business. This enables customers to book and reschedule appointments, and check when their technician is on the way, reducing call volume and no-shows.
- Increase workforce efficiencies with AI-powered insights
- Proactive service with Data Cloud combines a unified view of customers and their assets including customer purchase details, service history, and IoT signals on machine health all in real time and at scale. With this unified data, Einstein can automatically schedule service appointments and job duration, the necessary parts or tools needed, and the right technician for the job.
- Work Capacity Management lets companies reserve capacity for work they want to prioritize, like new installations, high-value customers, or unexpected service needs to meet customer demand.
- Drive frontline productivity with AI-powered field tools
- External Knowledge Search answers speeds up service delivery by leveraging generative AI to ensure frontline teams have access to the right customer, asset, and service history data prior to jobs. With AI-powered work summarization and onsite search answers, grounded in a trusted knowledge base, frontline teams can reduce mundane administrative work searching for answers and spend more time solving customer challenges.
- Augmented reality capabilities with Apple’s ARKit help to measure, scan a room, and enable barcode scanning to speed up accurate data capture and get the job done faster.
- Mobile quoting and document builder helps companies quickly create documents like invoices to complete work fast.
- Salesforce Pay Now provides payment capabilities within the mobile app, empowering frontline workers to collect payment and generate upsell opportunities from one place, on the digital channels they’re already using.
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