Manage Field Service Outcome-Based Contracts

With Outcome-Based Contracts, service providers can provide their customers with an easy way to assess the compliance of a service contract by letting them track and measure service outcomes. Compliant service contracts ensure high quality of service and customer success.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

Outcome-based contracts are result-based and focus on the outputs, quality, and outcomes of a provided service.

Service providers can provide their customers with measurable business KPIs to track and assess the quality of service they’re getting.

For example, letting customers track the charging speed of an electric vehicle ensures the on-time replacement of its battery.

Tying the quality of service to the achievement of specific, measurable performance standards and requirements also helps customers to better evaluate payment, contract extensions, or contract renewals.

You can evaluate the compliance of a service contract by creating contract line outcomes that capture data in an automated process that runs according to the criteria, frequency, and calculation method that you define.

When a service contract starts, the automated process records data and evaluates the compliance of the contract. The results that show whether the contract is compliant appear in the Compliance Status field of the contract line outcome.