Explore advanced analytics tools to guide your field service decision-making.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
Note Field Service is now Agentforce Field Service and Operations. In some cases,
we still use Field Service to refer to this product area in Salesforce applications and
documentation.
- Field Service Reporting Basics
Familiarize yourself with basic reporting tools in Field Service. Create report types to track KPIs, and explore out-of-the-box dashboards from Salesforce Labs AppExchange. - Track Metrics with Field Service Operations
Track and monitor the health of your field service workforce, assets, processes, and customers with personalized KPIs and actionable insights, all surfaced in Field Service Intelligence dashboards. - Field Service Intelligence (CRMA)
Determine whether you're meeting your customer service goals with easy-to-understand data visualizations that help you improve operations and reduce costs. Field Service Intelligence includes Data 360, CRM Analytics, and Agentforce Service (formerly Service Cloud). - Balance Resources and Demand with Capacity Planning
Track key metrics and optimize resource allocation with the Capacity Planning dashboard. - Explore Metrics in Field Service Optimization Hub
Track the improvements that optimization made to the scheduling of service appointments across multiple territories, and learn how to get the best results from optimization. - Maximize Performance with Scheduling and Optimization Insights (Beta)
Get real-time visibility into optimization and scheduling usage, performance, and business outcomes so teams can confidently invest in what drives impact. - Set Up Field Service Mobile Insights (Beta)
Turn your operational data from the Field Service mobile app into actionable intelligence. - Sync Your Mobile Metrics: Run Your Mobile Batch Data Transform
Complete the setup of Mobile Insights by running batch data transforms to sync and activate your application versions and device models data.