The right person, the right part, at the customer's door.
Field Service is Salesforce's software for work done at customers' sites, from repairs and inspections to installations. It connects customer, asset and operational data so field teams work with more context.
Technician 1
Technician 2
Plan the day, support the visit, learn from the asset.
Field work depends on knowing who is available, what to bring and what the equipment has done before.
- 01Scheduling and dispatch
- Dispatchers use a console to match jobs to people by skills and availability. The scheduling engine uses AI to cut travel time and build routes.
- 02A mobile app that works offline
- Available for Android and iOS. Technicians can reach thousands of records without a connection, create quotes, capture signatures and take payments.
- 03Asset lifecycle
- Tracks equipment over time and sets preventive maintenance by usage, condition or sensor thresholds.
- 04Parts and inventory
- Inventory tracking helps technicians bring the right parts, and dispatchers can locate missing ones.
- 05Remote help
- Visual Remote Assistant connects a technician or customer with a remote expert over live video.
Three parts of Field Service.
Pick one.
A console for the dispatcher
Appointments, people and exceptions in one view.
- Matches each job to an employee, contractor or automated agent.
- Dispatchers can handle absences and breakdowns.
- Dispatchers can use natural language to find jobs that need attention.
Skills and availability
The match is made on who can do the job and when, with travel time in mind.
Technician 1
Unassigned
Agents in field service.
As Salesforce describes it.
- 01For customers
- Agents let customers book, change or cancel appointments around the clock, and handle outreach and confirmations.
- 02For technicians
- Pre-work briefs and troubleshooting steps, and post-work summaries.
- 03For dispatchers
- Help managing exceptions. Managers can also monitor customers' conversations with agents.
Field Service is sold as its own per-user products.
Salesforce's pricing page says Field Service requires at least one Service Cloud user licence. It lists the products below. This page does not quote prices.
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Straight answers.
Does the mobile app work without a connection?
Yes. Salesforce says technicians can reach thousands of records offline and sync changes later.
Can contractors use it?
Yes. Contractors get a secure portal and app access.
How does AI help with scheduling?
The scheduling engine uses AI to reduce travel time and build routes.
Checked against Salesforce's Field Service page in November 2026.
Go to one of the five main products.
Each of the five has its own page, and you can visit them in any order. Choose one to go there.
You are currently viewing Field Service, a supporting product
- 01SellSales CloudCRM for sales teams, with AI beside the seller.Leads, contacts, accounts and opportunities in one place, with activity captured automatically, forecasts that follow the deals, and agents that research, prepare and monitor.Pipeline and forecastingActivity captureQuotes and approvalsAI and agentsGo to Sales Cloud →
- 02UnifyData 360The data layer people and agents share.Brings data from Salesforce and other systems together, often without copying it, and gives it business meaning so teams and agents can act on it.Zero-copy accessUnified profilesSegments and activationGrounding for agentsGo to Data 360 →
- 03EngageMarketing CloudCampaigns, journeys and agents for marketers.The family of Salesforce marketing products: Marketing Cloud Next, Account Engagement and Marketing Cloud Engagement, built around one customer profile.Marketing Cloud NextSegments and journeysCampaign AgentB2B and B2CGo to Marketing Cloud →
- 04RetainLoyalty ManagementProgrammes, offers and referrals that keep customers.Build and run loyalty programmes with members, points, tiers and vouchers, add personalised offers, and run referral campaigns for consumers or business partners.Points and tiersOffersReferralsPartner programmesGo to Loyalty Management →
- 05ServeService CloudCases, conversations and knowledge, with agents and people together.Customer service on one platform: case management, a console for reps, knowledge, a contact centre and AI agents that answer and hand over.Case managementKnowledgeContact centreAI agentsGo to Service Cloud →
Also on the Salesforce platform
- AgentforceThe platform for building and running AI agents.
- Revenue CloudPricing, quotes, contracts, orders and billing.
- Field ServiceYou are here
- Commerce CloudOnline, in-store and order management on one platform.
- SlackWhere people and agents work on Salesforce records.
- TableauAnalytics on the same data, with conversational answers.
- MuleSoftIntegration and APIs for Salesforce and everything around it.
Talk it through with us.
Tell us what you want Salesforce to do for you, and we will help you work out where to start.
- Your goals and the systems involved
- Which Salesforce products fit, and which can wait
- A sensible first step
Salesforce, Agentforce, Data 360, Slack, Tableau, MuleSoft and other Salesforce product names are trademarks of Salesforce, Inc. Other names are the property of their owners. Screens shown are illustrations with sample data. Product descriptions follow Salesforce's own published material and can change, so check salesforce.com for current details.
We call our approach to Salesforce Field Service the Cormont Pledge: advice that stays on your side of the table.