Salesforce Field Service

Salesforce Field Service is built on the the world’s number 1 platform for service.

What is Salesforce Field Service?

Field Service is essentially a management tool that allows you to automate and integrate a variety of field service management tasks for agents, dispatchers and mobile employees for a streamlined service experience.

In layman’s terms, Field Service is focused on speeding up work orders, selecting the right mobile employee for the job and providing mobile employees with everything they need to exceed customer satisfaction. It is designed to provide agents, dispatchers and mobile employees with all the information and resources they need to guarantee this utmost customer satisfaction, and to provide you with a comprehensive all-in-one platform for the complete management of your company’s field services.

Benefits of Salesforce Field Service

Faster and More Efficient Process

Manage and Monitor

Increased Productivity

Typical improvements

With Ignyto’s help implementing Salesforce to turbocharge your service team, you will be able to:

  • Use Advanced Assets to track customers’ products and leverage asset hierarchy to track products consisting of several parts in a single view.
  • Create work orders in a matter of moments and efficiently track operations taking place in the field.
  • Use Smart Scheduling to instantly book appointments through Lightning Console and automatically assign workflow to suited employees.
  • Oversee mobile operations via Dispatcher Console to note issues that require action, schedule bulk jobs and track and monitor mobile employees in real time.
  • Provide mobile employees with access to work orders and other vital info needed to complete a full range of field activities.
  • Access and interpret data on any mobile device while on the go to instantly view employee performance through a single platform.

Client Testimonials of Salesforce Field Service

Bridge Heating

“From our first meeting with Ignyto to project delivery Ignyto have truly been part of our team and worked in close partnership with us. This project has had it’s fair share of twists and turns and been considerably more challenging than either Ignyto or ourselves could have anticipated yet despite this Ignyto have understood these challenges, communicated honestly throughout and worked tirelessly to deliver us the first class solution we now have in place. Ignyto truly do have the customer at the heart of what they do and I am confident that Bridge Heating now has a system that matches our ambitious plans and that will grow with us. I would highly recommend Ignyto to anyone considering this kind of complex project.”

TSE Power

“The Ignyto team were excellent - true experts. And they guided us through the entire business transformation project, advised on best practices and vastly improved our sales and field service processes. As a result we were up and running in weeks!”

iSpy Group

Working with Ignyto was an excellent experience from start to finish. We truly appreciate the professionalism and collaboration throughout the process and would happily recommend your team to others.

CCTech

"CCTech have been working with Ignyto since January 2025. Our communications with both John (via the initial sales introductions) and James (for the daily project management) have been very valuable to our business thus far. We have found their knowledge of the Salesforce system to be extremely helpful in driving our projects forward and we look forward to working with them on future developments."

Origin Fitness

"Ignyto has proved to be the perfect choice of business partner to support our journey through the world of Salesforce CRM. From the initial scoping discussions to implementation and training, the Ignyto team have made the process as smooth as possible, regularly flexing to our business needs. Great project management, constant communication and a highly collaborative approach have been key elements to the success of the project, and we look forward to continuing our Salesforce journey with Ignyto as our guide when needed..” William McDerment, Service Manager

Pamela Scott

"With Ignyto’s assistance we implemented Salesforce in 2021. We wanted a tool that allows us to gain greater customer visibility to ensure excellent customer retention. Salesforce fulfils these requirements by allowing us to drill down, report and get to the route cause of any issues. It is also flexible enough to adapt to our needs as our business evolves. We have been delighted with Bal from Igynto’s friendly responsive service and advice along the implementation process."

Hall Pyke

“With Ignytos help we implemented Salesforce in 2017. We were slow to get traction within our team, but once we got a full understanding of how it works we have never looked back. I can safely say that it has changed our business, for the good. The ability to build and run reports that suit a moment in time has assisted us in getting to the route cause and better understanding of how our sales team work, It has helped direct our sales team and management to where the best opportunities are and has eliminated the busy fool or lazy selling. Salesforce has really proven itself during the pandemic and with the data we have built up, allowed us to ensure excellent base retention. I would have no hesitation in recommending both Salesforce and Ignyto. ”