A Comprehensive Guide to Salesforce Field Service

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jul 18th, 2025

Is your business making sure that service agents are dispatched to the right jobs? Getting this smart scheduling down is essential to ensuring that the appropriate technician with the correct skill set is sent to the job they can complete. If you get this down, your business can reduce costs and improve the quality of service offered to customers.

Does this sound like something you want to implement in your business? Keep reading! We discuss Salesforce Field Service and how it can be used to optimize on-site operations for technicians and mobile professionals.

Let’s get started!

What is Salesforce Field Service?

It’s a solution from Salesforce for field service operations, previously known as Field Service Lightning (FSL). When businesses choose to use Field Service in Salesforce, they get to extend the power of Service Cloud to provide timely on-site services.

Salesforce Field Service Lightning Features

Let’s examine some of Salesforce Field Service’s features that can help your company develop efficient processes for on-site operations.

Salesforce Field Service Management Benefits

From the table of features, we can understand that Salesforce Field Service helps on-site service teams speed up tasks. Now let’s explore how Salesforce Field Service management improves the productivity of on-site service teams.

• Thanks to Salesforce Field Service scheduling and dispatching functionality, service agents reduce travel times and complete more work orders.
• With an accurate schedule, service agents are punctual for jobs and can complete tasks faster with the information from work orders. This makes customers happy and ensures they remain doing business with your company.
• Managers can view all details regarding field operations in real-time. This visibility empowers managers to make smarter business decisions based on data and can allocate resources more effectively.

The Salesforce Field Service Data Model

This data model can help teams manage field service operations in Salesforce. It consists of the following Salesforce objects:

• Work Orders
• Service Appointments
• Resources
• Inventory
• And More

Salesforce Field Service Mobile App

We mentioned earlier that service agents can benefit from the Salesforce Field Service app that works on mobile devices. With the Field Service app, agents can manage their operations while out on site. Let’s look at two features service agents gain with the Salesforce Field Service Mobile app.

1. Manage Work Orders

Service agents get to view their relevant work orders on mobile devices. The type of information that can be stored in a work order include:

• Customer Details
• The Location Where the Service Will Take Place
• A List of Tasks the Service Agent Needs to Perform
• The Parts that the Agent Must Bring for the Service

Agents can also use the Field Service mobile app and Salesforce to gain more control over work orders. For example, they can update tickets with the latest information, such as notes or photos.

2. Run Appointments

The Salesforce Field Service mobile app allows agents to view and prepare for appointments well ahead of time. Some of the information that agents can access about service appointments include:

• Details About the Meeting
• The Time Scheduled for the Appointment
• The Location of the Service

With the Salesforce Field Service mobile app, agents also receive real-time updates about appointments. For example, if a customer has created a new appointment, changed it, or even canceled it, the Salesforce Field Service mobile app will notify them about it.

Salesforce Field Service Pricing

Now that you can see how efficient your on-site teams can be with Salesforce Field Service, you should find out about the cost of this solution. Remember that price will be based on a few factors and your unique business requirements.

Field Service from Salesforce’s pricing page is generally packaged into six tiers. Each tier is different, and you can extend the capabilities of your chosen package with add-ons. Here is a general overview of the different types of licenses you can obtain for Salesforce Field Service:

1. Dispatcher: This license costs €165 per user per month and gives teams a console in Salesforce for scheduling appointments, managing work orders, and automating workflows.
2. Technician: This license costs €165 per user per month and gives users access to a mobile toolkit. It’s great for on-site users, as it has offline capabilities. With this license, users can also automate workflows to be more productive.
3. Contractor: This license costs €50 per user per month or €20 per login. Businesses choose this license type to support their 3rd-party field service agents. With it, service agents can use the mobile app to access productivity tools, work orders, cases, and contracts.
4. Contractor Plus: This license costs €75 per user per month or €30 per login. This package supports users with features that can boost revenue streams. For example, contractors can use tools to cross-sell and upsell to customers. With the Contractor Plus license, users can also use the productivity tools in the mobile app and access the Dispatcher console.
5. Field Service Plus: This license costs €220 per user per month. It’s a great package if you want the features from the Dispatcher and Technician licenses. It also integrates with Service and Sales Cloud to give users complete solutions for selling and servicing tasks.
6. Einstein 1 Field Service: This license costs €600 per user per month and is the best solution from Salesforce Field Service, as it merges the solutions from Field Service Plus, AI tools, and your business data.

Of course, this pricing information could change at any time. Make sure to check the official Salesforce website for the latest pricing information.

Titan and Salesforce Field Service

Titan can support your endeavor if you want to extend one of your Salesforce Field Service licenses. Our platform integrates directly into Salesforce using no code. In fact, you only need a few clicks to configure the setup.

Check out our simple three step integration here.

When you integrate Titan with Salesforce, you get to elevate your software and solutions with no code. Titan is the number 1 fastest-growing tool on the Salesforce AppExchange marketplace because you can use it to:

Create custom websites, portals, forms, and surveys on a single platform with drag-and-drop tools.

Add maps and schedulers to your web projects to assist with field service operations.

Design responsive web projects to work on multiple devices.

Generate documents like invoices with pre-filled data from Salesforce so they can be easily signed.

Build bi-directional web projects that push and pull real-time data from Salesforce for technicians or customers to access.

Connect to Salesforce and optimize any business process with automation tools requiring no coding.

Integrate with CMS platforms.

Ensure your field service teams, customers, and partners are aligned with complex approval flows, custom SSO portals for non-Salesforce users, password protection, and advanced 2FA security.

Work with data securely. Titan complies with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks.

Assign projects securely with multi-user permissions.

Gain access to progress reports.

We hope to see you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.