Supercharge your Field Service mobile workforce efficiency by using generative AI and Agentforce.
Required Editions
| Available in: Lightning Experience |
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Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Field Service add-on. Also available in Einstein 1 Field Service Edition. To purchase the Einstein for Field Service add-on, contact your Salesforce account executive. |
| Available on the Field Service mobile app for Android and iOS for users with the Field Service Mobile license. Also available for Experience Site users using the Field Service mobile app. |
| Setup for Einstein generative AI is available in Lightning Experience. |
| Setup for Agentforce is available in Lightning Experience. |
| The Field Service core features and managed package are available in Enterprise, Performance, Unlimited, and Developer Editions. |
| To access Field Service mobile work template, users need the Agentforce Employee Agent add-on license. |
- Considerations for Einstein for Field Service Mobile
To use Einstein for Field Service Mobile, consider supported functionality, usage, limitations and allowances, limits, and other issues. - Set Up Permissions for Einstein for Field Service Mobile
Get access to Einstein for Field Service Mobile features. - Set Up Pre-Work Brief for Field Service Workers
Show mobile workers a brief that uses generative AI to tell them everything they need to know about their upcoming work order. - Set Up Post-Work Summary for Field Service Mobile Workers
Automate the completion of a work order by activating the Post-Work Summary for Field Service subagent. - Set Up a Scheduling Agent for Field Service Mobile Workers
Let your workers schedule, reschedule, or inquire about appointments directly from Agentforce in the mobile app. - Build Your Agentforce for Field Service Mobile Experience
Review the standard subagents and create your own as needed. Add standard or custom agent actions to your subagents according to your business needs. - Recommended Agentforce Utterances for Mobile Workers
The default Agentforce agent can help mobile workers in Field Service find information quickly and efficiently with natural language.