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.
Required Editions
| Available in: Agentforce for Field Service add on or Agentforce 1 Edition. |
| To customize dashboards in Unlimited Edition, contact your Salesforce Account Executive to purchase Tableau +. |
| Permission Sets Needed | |
|---|---|
| To manage Data 360: | Data Cloud Admin permission set |
| To install Field Service Intelligence: | Tableau Next Admin |
| To use Field Service Intelligence: | Tableau Next Limited Consumer |
Note Field Service Intelligence is available to Field Service and Data 360 users only. To use
Field Service Intelligence, your org must have the Field Service Intelligence add-on license.
To set up Data 360, see Set Up and Maintain Data 360.
- Set Up Field Service Operations
Use the Field Service Operations Setup page to walk through the prerequisites, and then install Field Service Operations. - Field Service Intelligence Dashboards
Field Service Operations features Field Service Intelligence dashboards that display key operational metrics and provide data-driven visuals. - Operations Home
Field Service Operations Home enhances the efficiency and effectiveness of your field service teams by providing real-time insights and quick access to essential tools and apps.