Frictionless Field Service with Salesforce & Agents.
From dispatch to doorstep, Salesforce Field Service helps your team deliver better service, faster. Manage scheduling, routing, real-time updates, and customer communication – all from one connected platform.
“Exceptional field service is about more than just fixing a problem. It’s about showing up prepared, informed, and connected.”
Sam Chappell, CTO, Performa
Deliver frictionless Field Service
Connect your teams, systems, and customers.
Support your field technicians, drivers, engineers and support teams with everything they need, in one place:
- Dynamic scheduling and optimised route planning.
- Real-time job tracking and customer status updates.
- Seamless communication between field agents, dispatch and customers.
- Self-service booking for customers, including emergency appointments.
- Smart assignment based on skill, location, or availability.
45% case deflection with Salesforce AI
“We want to ensure that our human agents are used in exactly the right places, as travel is a uniquely human experience”
Kate Donaghy, Head of Business, Secret Escapes
35% Time Savings: 5 Million Cases per Year
“Salesforce keeps our business running. Over the eight years we’ve built some really exciting things together, and it’s always been collaborative – a true partnership.”
Adam Hooper, Head of Central Platforms, DPD UK
Frequently asked questions
What is Salesforce Field Service?
Salesforce Field Service is a management tool that helps organisations schedule, dispatch, and track field operations, all while connecting teams and customers.
Can Salesforce Field Service help with emergency jobs?
Yes! Customers can self-serve by booking emergency appointments and agents are automatically assigned based on availability and skills.
How does Agentforce enhance Field Service?
Agentforce brings AI to the field, helping automate tasks like dispatching, job assignments and updates to free up your teams’ time.
Can Field Service integrate with navigation or telematics systems?
Absolutely. Salesforce Field Service can integrate with popular navigation and telematics platforms for better routing and real-time updates.
Is this solution suited for small teams as well?
Yes. Salesforce Field Service scales to your needs, whether you have a small field team or a national operation.
Do you offer ongoing support after implementation?
Yes. Performa provides flexible support options including managed services, training, and proactive system improvements.
Read more about Field Service
Why work with Performa?
We’re not just here to manage Salesforce. We’re your team behind the scenes, making it work smarter for you.
