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What is Salesforce Agentforce Field Service?

Agentforce Field Service is an AI-native field service management solution built to help organizations scale confidently and operate with precision. It transforms traditional field operations by combining human expertise with intelligent digital labor. Customer, asset, and workforce data are unified on one platform, enabling complete visibility across service lifecycles. Autonomous scheduling automates appointment booking, maintenance planning, and last-minute adjustments without manual intervention. Technicians benefit from an offline-first mobile application that provides access to work orders, asset histories, and guided workflows even without connectivity. Voice-enabled data capture and dynamic forms accelerate documentation and reduce administrative burdens. Dispatch teams use intelligent routing and resource optimization tools to assign the right technician based on skillset, availability, and location. Asset monitoring and predictive service capabilities shift operations from reactive fixes to proactive performance management. Real-time analytics dashboards surface performance metrics, capacity planning insights, and AI-powered recommendations. Visual Remote Assistant enhances first-time fix rates by enabling live expert guidance without requiring on-site visits. Integrated revenue tools also support upsell opportunities directly in the field. With its unified AI foundation, Agentforce Field Service helps organizations improve productivity, reduce costs, increase asset uptime, and deliver exceptional customer experiences.

What is OrbisX?

The AI scheduling assistant meticulously examines your calendar each day to pinpoint available time slots that could accommodate more appointments, then proactively contacts your clients to finalize those bookings. Our all-encompassing online platform consolidates every facet of your business management in a single, easy-to-use interface. Boost your productivity with tailored job templates, powerful inventory control, technician time-tracking capabilities, seamless QuickBooks Online integration, and much more. Utilize built-in communication tools for effortless interaction with clients via text messages and emails. You have the ability to automate appointment confirmations and reminders, send invoices and inspection documents, process payments, and handle inquiries with ease. Furthermore, real-time dashboards and analytical tools offer crucial insights into your business's overall performance. Keep track of vital metrics such as profitability, technician efficiency, customer aging, fleet utilization, and other essential factors to make strategic decisions that foster your business growth. This integrated strategy not only helps you remain organized and connected but also enhances customer satisfaction and drives operational success. By embracing these innovative tools, you can ensure that your business adapts to changing demands while maintaining high levels of service.

Media

Media

Integrations Supported

Adobe Real-Time CDP
Augmentir
Axis LMS
CARFAX
Facebook
Fin
Mailchimp
Metazoa Monarch
Neuron7
QuickBooks Online
Salesforce
Salesforce Agentforce Net Zero
Salesforce Agentforce Service
Slack
Squarespace
Stripe
VSight Workflow
Xero
Zapier
tawk.to

Integrations Supported

Adobe Real-Time CDP
Augmentir
Axis LMS
CARFAX
Facebook
Fin
Mailchimp
Metazoa Monarch
Neuron7
QuickBooks Online
Salesforce
Salesforce Agentforce Net Zero
Salesforce Agentforce Service
Slack
Squarespace
Stripe
VSight Workflow
Xero
Zapier
tawk.to

API Availability

Has API

API Availability

Has API

Pricing Information

$75.00 per user per month
Free Trial Offered?
Free Version

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/service/field-service-management/

Company Facts

Organization Name

OrbisX

Company Location

Canada

Company Website

orbisx.com

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Categories and Features

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