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Getting Started with Field Service Using Salesforce


“92% of service executives say they need to transform their service models to keep up with consumers’ needs.” – Salesforce Research

Customers expect omni-channel engagement and end-to-end journey support. For world-class service organizations, having a best-in-class field service solution can help you outshine the competition through a differentiated customer experience. It also opens up the door to drive new revenue streams as you transform from being a product-focused to a service-driven organization.

This guide is designed to assist service leaders on their journey as they address key challenges and better understand the benefits of having a modern field service solution. Learn how to drive measurable solution outcomes and elevate your customer experience – from call center to the field – as you explore:

  • Modern service in the age of the customer
  • Common field service management challenges
  • Ways to modernize and optimize service operations
  • Six trends to help you get field-ready with Salesforce
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Platforms + Technology Salesforce